2026-05-15T07:23:19-05:00 2025-06-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2024-07-01 340714427 HAWKEN SCHOOL HAWK 4404232141 P O BOX 8002 COUNTY LINE ROAD GATES MILLS OH 440408002 JAMES MILLER CHIEF FINANCIAL OFFICER 4404232141 2026-05-14 1 0 CHRISTOPHER B ANDERSON P00226559 2163630100 2024 2025-03-06 01:10:19Z D SCOTT LOONEY COUNTY LINE RD GATES MILLS OH 440408002 83169139 0 X WWW.HAWKEN.EDU X 1915 OH THE SCHOOL IS A NONSECTARIAN PS-12 CO-ED COLLEGE PREP DAY SCHOOL ON THREE CAMPUSES, SERVING OVER 1,600 STUDENTS AND REPRESENTING A WIDE DIVERSITY OF ETHNIC, RELIGIOUS, AND SOCIAL GROUPS. 32 32 725 250 13187 1637 6126537 8252042 51806233 54968905 4634313 6458090 78159 131030 62645242 69810067 14854507 15798250 0 0 32553396 32561871 0 0 1664155 17857589 18204425 65265492 66564546 -2620250 3245521 156419516 160432027 39225632 39226896 117193884 121205131 HAWKEN SCHOOL PREPARES STUDENTS TO NAVIGATE A COMPLEX AND DYNAMIC WORLD WITH SELF-CONFIDENCE AND DETERMINATION; EMBRACE CHALLENGES WITH DISCIPLINED ANALYSIS AND CREATIVITY; AND ENGAGE OTHERS WITH EMPATHY AND INTEGRITY. 0 0 57351138 15798250 54968905 PROVIDING EDUCATIONAL INSTRUCTION TO PRIMARY AND SECONDARY STUDENTS WITH AN EMPHASIS ON COLLEGE PREPAREDNESS. OVER 1,600 STUDENTS RECEIVED ACADEMIC INSTRUCTION AS WELL AS EXTRACURRICULAR DEVELOPMENT THROUGH ATHLETICS, ARTS, AND OTHER PROGRAMS. 57351138 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 44 0 1 725 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 OH X JAMES MILLER 4404232141 12465 COUNTY LINE ROAD GATES MILLS OH 440408002 NATHAN E BAKER '10 TRUSTEE 1.00 X 0 0 0 DR ERIC H BECK 00 TRUSTEE 1.00 X 0 0 0 DANIEL BROWN TRUSTEE 1.00 X 0 0 0 CHARLES P COOLEYIMMEDIATE PAST CHA TRUSTEE 1.00 X 0 0 0 TAMARA DURN DOODY 85 TRUSTEE 1.00 X 0 0 0 JULIE A EDGAR TRUSTEE 1.00 X 0 0 0 MICHAEL GRAHAM TRUSTEE 1.00 X 0 0 0 DAN F GRAJZL TRUSTEE 1.00 X 0 0 0 BLAIR K HAAS 72VICE CHAIR TRUSTEE 1.00 X 0 0 0 PAUL N HARRISCHAIR EXECUTIVE COMMITTEE CHAIR 1.00 X 0 0 0 KENDRA C HOWLEYSECRETARY AUDIT CHAIR 1.00 X 0 0 0 BLAKE C KLEINMAN '95 TRUSTEE 1.00 X 0 0 0 ADRIENNE KORSMO TRUSTEE 1.00 X 0 0 0 JOHN LEMAY INVESTMENT CHAIR 1.00 X 0 0 0 BRINTON C LINCOLN 94 ADVANCEMENT CHAIR 1.00 X 0 0 0 JAMES D LINCOLN 91 RETIREMENT CHAIR 1.00 X 0 0 0 RUPAL MALANI TRUSTEE 1.00 X 0 0 0 JULIE MANGINI EDUCATION CHAIR 1.00 X 0 0 0 ANGELA MCDONALD-FISHER TRUSTEE 1.00 X 0 0 0 SUNDARAM NAGARAJAN TRUSTEE 1.00 X 0 0 0 SUMMER PARIS TRUSTEE 1.00 X 0 0 0 ERICA RIVERA TRUSTEE 1.00 X 0 0 0 ANDREW D ROSSTREASURER FINANCE CHAIR 1.00 X 0 0 0 STEVEN M ROSS 84VICE CHAIR COT CHAIR 1.00 X 0 0 0 ALAN D ROSSKAMMVICE CHAIR TRUSTEE 1.00 X 0 0 0 LOU SALZA DEIJB CHAIR 1.00 X 0 0 0 MANISHA SETHI TRUSTEE 1.00 X 0 0 0 SCOTT J SPIEGLE '89 TRUSTEE 1.00 X 0 0 0 LAUREN B SPILMAN TRUSTEE 1.00 X 0 0 0 DAVID SYLVAN TRUSTEE 1.00 X 0 0 0 DOMINIC VISCONSI JR 77 B & G CHAIR 1.00 X 0 0 0 MEREDITH SMITH WEIL 85 TRUSTEE 1.00 X 0 0 0 D SCOTT LOONEY HEAD OF SCHOOL 40.00 X 792172 0 55722 JAMES RONALD MILLER CHIEF FINANCIAL OFFICER 40.00 X 337446 0 25290 SUZETTE L DYER CHIEF ACADEMIC OFFICER 40.00 X 233267 0 21115 KATHERINE A GONZALEZ ASST.HEAD OF SCHOOL FOR ENROLL.MGMT. 40.00 X 189329 0 19072 RYAN S WOOLEY CTO/INCOMING HEAD OF SCHOOL, BIRCHWOOD 40.00 X 170388 0 17737 JULIA A GRIFFIN HEAD OF SCHOOL, MASTERY SCHOOL OF HAWKEN 40.00 X 133476 0 39283 MATTHEW JUSTIN SIMON DIRECTOR, UPPER SCHOOL 40.00 X 152286 0 33425 CLARENCE E BONNER DIRECTOR OF TRANSP.& SUMMER CAMP 40.00 X 151281 0 31667 GINA R WALTER DIRECTOR OF STRATEGIC MARKETING 40.00 X 149889 0 27321 MOLLY RENEE TOUSSANT DIRECTOR, LOWER SCHOOL 40.00 X 153870 0 22419 STEPHANIE TOLLESON CHIEF OPERATING OFFICER 40.00 0.00 X 153870 0 22419 2617274 0 315470 26 1 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 1637159 ARAMARK CORPORATION 1101 MARKET ST PHILADELPHIA PA 19107 CUSTODIAL MANAGEMENT 1189867 MARSHALL CARPET & TILE INC 1451 SOM CENTER ROAD CLEVELAND OH 44124 FLOORING SERVICES 325355 BURKE BROTHERS SOUND LLC 18705 NEWELL RD BEACHWOOD OH 44122 AUDIO VISUAL CONSULTING 127700 PERFECT SOLUTIONS LANDSCAPING LLC 30 PEBBLEBROOK LANE MORELAND HILLS OH 44022 LANDSCAPING 120160 5 2154633 6097409 139863 8252042 TUITION AND FEES 611110 52039831 52039831 AUXILIARY & OTHER REVENUE 611110 2929074 2929074 54968905 1319225 13187 1306038 4335 4335 126695 0 126695 126695 126695 18497937 13359072 5138865 5138865 5138865 69810067 54968905 13187 6575933 15798250 15798250 1465012 1465012 23436094 19651783 2632557 1151754 1398931 1052160 310491 36280 4207493 3088362 1051757 67374 2054341 1621272 338049 95020 28946 28946 71800 71800 270153 270153 533632 21682 213163 298787 1814984 1631564 183420 1195889 1195889 547006 547006 3290263 3290263 457379 457379 INSTRUCTIONAL SUPPORT 3999973 3860480 139493 MAINTENANCE & TRANSPORT 2665875 2472887 192988 DINING SERVICES 1637159 1637159 LAKE ERIE SILVER DOLPHI 448799 440616 8183 1242567 1131392 96235 14940 66564546 57351138 7549253 1664155 500 500 3050677 3138476 1028621 2844283 263965 248035 480000 420000 1171940 859748 124738253 53727727 73836545 71010526 50509528 54940640 21412358 22812580 4665382 4157239 156419516 160432027 3929202 3477949 7098061 7711138 23576653 22203653 3681393 5500000 940323 334156 39225632 39226896 X 101027060 101356574 16166824 19848557 117193884 121205131 156419516 160432027 X 3245521 1213503 -447777 X 0 1 X 1 0 X 5950254 11420223 7262281 6126537 8252042 39011337 5950254 11420223 7262281 6126537 8252042 39011337 1281599 37729738 864876 1077171 1359175 1354269 1323560 5979051 44990388 241761468 0.83860 0.81960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71921886 59114 7401440 1629220 77753220 71034643 702531 8037374 7852662 71921886 70383481 456385 5200583 5005806 71034643 78801925 164737 -5099931 3483250 70383481 62971040 500376 17695509 2365000 78801925 0.83597 0.11311 0.05092 0 0 1582396 1582396 105497739 40316829 65180910 10361989 9095520 1266469 7296129 4315378 2980751 71010526 ALTERNATIVE INVESTMENTS 22812580 F 22812580 AGENCY FUNDS 98419 OTHER LIABILITIES 43490 OPERATING LEASE LIABILITY 192247 334156 X 54507390 1213503 -447777 765726 53741664 270153 15798250 16068403 69810067 50496143 0 50496143 270153 15798250 16068403 66564546 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS - THE SCHOOL'S ENDOWMENT CONSISTS OF PERMANENTLY RESTRICTED, TEMPORARILY RESTRICTED, AND UNRESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. INCOME FROM ENDOWMENT FUNDS AND BOARD-DESIGNATED FUNDS IS APPROPRIATED BASED ON AN APPROVAL PROCESS THROUGH THE BOARD OF TRUSTEES. THE FUNDS ARE SPENT TO FURTHER THE EDUCATIONAL PURPOSES OF THE SCHOOL. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE - THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE SCHOOL'S FEDERAL EXEMPT ORGANIZATION BUSINESS RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES CHANGE IN INTEREST RATE SWAP -447,777. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID, WHICH WAS SHOWN AS A REDUCTION OF REVENUE ON FINANCIAL STATEMENTS BUT AS AN EXPENSE ON FORM 990 15,798,250. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID, WHICH WAS SHOWN AS A REDUCTION OF REVENUE ON FINANCIAL STATEMENTS BUT AS AN EXPENSE ON FORM 990 15,798,250. PART V, LINE 1E, COLUMN A - ADDITIONAL INFORMATION: INCLUDED IN THE AMOUNT LISTED ON LINE 1E IN THE "PRIOR YEAR" COLUMN IS A TEMPORARY TRANSFER OF $4,240,000 FOR OPERATIONAL SUPPORT FOR THE SCHOOL AS WELL AS TO MEET CERTAIN RESTRICTIVE COVENANTS. THE SCHOOL INTENDS TO TRANSFER FUNDS BACK INTO THE INVESTMENT PORTFOLIO DURING THE YEAR ENDED JUNE 30, 2025. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 HAWKEN SCHOOL PUBLISHES NOTICES OF ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL ADMISSIONS MATERIALS DISTRIBUTED TO THE PUBLIC. SCHEDULE E, PART I, LINE 6 FINANCIAL ASSISTANCE FROM A GOVERNMENTAL AGENCY - OHIO STATE AID: SCHOOL NURSE, LEARNING SPECIALIST, TEXT BOOKS, AND TECHNOLOGY. 1 SCHOLARSHIPS 677 15798250 0 FMV PART I, LINE 2: MONITORING USE OF GRANT FUNDS - THE USE OF GRANT FUNDS FOR TUITION REMISSION IS CONTROLLED BY EMPLOYEE HANDBOOK POLICIES TO DETERMINE ELIGIBILITY AND THE AMOUNTS TO BE AWARDED. NON-EMPLOYEE GRANTS AND NEED BASED EMPLOYEE GRANTS ARE DETERMINED ON A NEED BASIS. RECIPIENTS MUST SUBMIT GRANT APPLICATIONS WHICH ARE REVIEWED BY AN INDEPENDENT FIRM TO DETERMINE NEED. MERIT BASED AWARDS ARE CONTROLLED BY THE POLICIES IN THE MERIT SCHOLARSHIP BROCHURE. THE GRANT AMOUNTS AWARDED ARE APPLIED DIRECTLY TO THE INDIVIDUAL STUDENT ACCOUNTS TO INSURE THAT FUNDS ARE USED AS INTENDED. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 D SCOTT LOONEY HEAD OF SCHOOL 584384 0 100000 0 107788 0 46106 0 9616 0 847894 0 0 0 JAMES RONALD MILLER CHIEF FINANCIAL OFFICER 313536 0 0 0 23910 0 20607 0 4683 0 362736 0 0 0 SUZETTE L DYER CHIEF ACADEMIC OFFICER 233087 0 0 0 180 0 19085 0 2030 0 254382 0 0 0 KATHERINE A GONZALEZ ASST.HEAD OF SCHOOL FOR ENROLL.MGMT. 189067 0 0 0 262 0 14280 0 4792 0 208401 0 0 0 RYAN S WOOLEY CTO/INCOMING HEAD OF SCHOOL, BIRCHWO 169665 0 0 0 723 0 17402 0 335 0 188125 0 0 0 MATTHEW JUSTIN SIMON DIRECTOR, UPPER SCHOOL 152286 0 0 0 0 0 25711 0 7714 0 185711 0 0 0 CLARENCE E BONNER DIRECTOR OF TRANSP.& SUMMER CAMP 135356 0 15000 0 925 0 26598 0 5069 0 182948 0 0 0 GINA R WALTER DIRECTOR OF STRATEGIC MARKETING 149306 0 0 0 583 0 22196 0 5125 0 177210 0 0 0 MOLLY RENEE TOUSSANT DIRECTOR, LOWER SCHOOL 153108 0 0 0 762 0 17029 0 5390 0 176289 0 0 0 STEPHANIE TOLLESON CHIEF OPERATING OFFICER 153108 0 0 0 762 0 17029 0 5390 0 176289 0 0 0 JULIA A GRIFFIN HEAD OF SCHOOL, MASTERY SCHOOL OF HA 133386 0 0 0 90 0 34094 0 5189 0 172759 0 0 0 PART I, LINE 1A BENEFITS PROVIDED TO CERTAIN OFFICERS - THE HEAD OF SCHOOL IS ALSO ALLOCATED $17,000 PER YEAR TO SPEND ON TAX PREPARATION, LIFE INSURANCE, AND DISABILITY OR LONG-TERM CARE INSURANCE. PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN - THE SCHOOL MADE A CONTRIBUTION OF $23,500 TO A SECTION 457(B) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR D. SCOTT LOONEY, THE HEAD OF SCHOOL, AND JAMES MILLER, THE CFO. A CITY OF LYNDHURST OH 346001741 2020-06-17 25657000 REFIN.&CONSTR. 0 0 0 A 25657000 8715048 16941952 1 0 0 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 1 TRUIST BANK 20.000000000000 0 0 0 0 1 A 1 DSCOTT LOONEY HEAD OF SCHOOL HOUSING X 600000 420000 0 1 1 420000 X 8 139863 FMV 0 0 1 1 PART I, LINE 32B: USE OF THIRD PARTIES - THE SCHOOL USES AN INDEPENDENT SECURITIES BROKER TO SELL GIFTED PUBLICLY TRADED SECURITIES THAT ARE RECEIVED AS A PART OF FUNDRAISING EFFORTS. THE FEES CHARGED BY THE BROKER ARE AT FAIR MARKET VALUE. FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS - THE FOLLOWING INDIVIDUALS HAVE A FAMILY RELATIONSHIP: BRINTON LINCOLN, JAMES LINCOLN AND DEEJ LINCOLN. THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP: PAUL HARRIS AND ALAN ROSSKAMM. FORM 990, PART VI, SECTION A, LINE 7A POWER TO ELECT MEMBERS OF GOVERNING BODY - THE TRUSTEES HAVE THE POWER TO ELECT OTHER TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW - THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE ON AUTHORITY DELEGATED BY THE SCHOOL'S FULL BOARD. THE TAX RETURN IS REVIEWED WITH THE ASSISTANCE OF THE OUTSIDE PUBLIC ACCOUNTING FIRM. FORM 990, PART VI, SECTION B, LINE 11B PROVIDING FORM 990 TO GOVERNING BODY - THE SCHOOL PROVIDES A COPY OF FORM 990 TO THE FULL BOARD OF TRUSTEES BEFORE IT IS FILED, BUT IT REDACTS THE NAMES AND ADDRESSES OF DONORS FROM SCHEDULE B. THE SCHOOL CONSIDERS DONOR INFORMATION TO BE CONFIDENTIAL. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION ON LINE 11A OF PART VI EVEN THOUGH THE BOARD HAS RECEIVED A COPY OF THE 990 EXCEPT FOR DONORS' NAMES AND ADDRESSES. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE BOARD'S COMMITTEE ON TRUSTEES REVIEWS THE ANNUAL DISCLOSURE FORMS TURNED IN BY OFFICERS AND OTHER TRUSTEES. IF A CONFLICT ARISES, THE EFFECTED PERSON IS NOT PERMITTED TO VOTE ON THE MATTER OR PARTICIPATE IN THE DISCUSSION OF THE TRANSACTION. TRUSTEES WHO ARE INDEPENDENT OF THE INDIVIDUAL WITH THE CONFLICT VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW AND APPROVAL - HEAD OF SCHOOL'S COMPENSATION WAS DETERMINED WITH THE ASSISTANCE OF AN OUTSIDE CONSULTANT, UTILIZING VARIOUS SOURCES OF BENCHMARK DATA. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THE SCHOOL MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. GENERALLY, IT DOES NOT MAKE ITS FINANCIAL STATEMENTS AVAILABLE. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST RATE SWAP LIABILITY -447,777. LAKE ERIE SILVER DOLPHINS LLC PO BOX 8002 COUNTY LINE ROAD GATES MILLS OH 44040 463523847 SWIM CLUB OH 224613 196938 HAWKEN SCHOOL OHIO ATHLETIC GROUP LLC PO BOX 8002 COUNTY LINE ROAD GATES MILLS OH 44040 842729791 ATHLETIC GROUP OH 232156 30625 HAWKEN SCHOOL