2024-02-21T10:38:04-06:00 2023-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-07-01 042104273 MISS HALL'S SCHOOL INC MISS 4134436401 492 HOLMES ROAD PITTSFIELD MA 01201 JULIA HEATON HEAD OF SCHOOL 4134436401 2024-02-21 1 JULIA HEATON 999009999 0 LAURA KIELCZEWSKI P00740769 9592007000 2024-02-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIA HEATON 492 HOLMES ROAD PITTSFIELD MA 01201 24257713 0 X WWW.MISSHALLS.ORG X 1924 MA TO EDUCATE, INSPIRE, AND ENCOURAGE GIRLS IN GRADES 9 THROUGH 12 25 25 160 229 612245 0 7366112 11175774 10965286 11010386 2727958 449415 62120 646226 21121476 23281801 5153251 4902063 0 0 7864355 9024928 36800 59995 947711 4886572 5426349 17940978 19413335 3180498 3868466 50566747 56979079 13156398 14220909 37410349 42758170 MISS HALL'S SCHOOL INSPIRES AND ENCOURAGES EACH GIRL TO PURSUE THE HIGHEST STANDARDS OF LEARNING AND CHARACTER; TO CONTRIBUTE BOLDLY AND CREATIVELY TO THE COMMON GOOD; AND TO SEEK A PURPOSEFUL LIFE BASED ON HONOR, RESPECT, GROWTH, AND PERSONAL AUTHENTICITY. 0 0 15193838 4902063 11030831 PROVIDED COLLEGE-PREPARATORY EDUCATION IN A SMALL SCHOOL SETTING. APPROXIMATELY 176 BOARDING AND DAY STUDENTS IN GRADES 9-12 CAME FROM 14 STATES AND 15 COUNTRIES. 15193838 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 87 0 1 160 1 1 1 1 CJ 0 0 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X BILLIE JO SAWYER 4134436401 492 HOLMES ROAD PITTSFIELD MA 01201 NANCY GUSTAFSON AULT PRESIDENT 1.00 X X 0 0 0 MARTHA D BULLOCK TRUSTEE 1.00 X 0 0 0 MARY ATWOOD TRUSTEE 1.00 X 0 0 0 REGINALD CANAL TRUSTEE 1.00 X 0 0 0 LEE CARBONELLI TRUSTEE 1.00 X 0 0 0 ANNE PETERSON CONOLLY TRUSTEE 1.00 X 0 0 0 SUSAN DANISH TRUSTEE 1.00 X 0 0 0 KATIE GRACE DEANE TRUSTEE 1.00 X 0 0 0 ALISHA ARNOLD FOSTER TRUSTEE 1.00 X 0 0 0 ANGELA FOWLER TRUSTEE 1.00 X 0 0 0 ELIZABETH WELCH GUSTAFSON TRUSTEE 1.00 X 0 0 0 REBECCA HAJJAR TRUSTEE 1.00 X 0 0 0 LAURA H HARRIS VICE PRESIDENT 1.00 X X 0 0 0 HERBERT PETE JAQUES JR TRUSTEE 1.00 X 0 0 0 STEPHANIE LAWLOR KADNOR TRUSTEE 1.00 X 0 0 0 STACY KIRK TRUSTEE 1.00 X 0 0 0 MARY KAY KOSNIK TRUSTEE 2.00 X 0 0 0 SHEILA NUTT TRUSTEE 1.00 X 0 0 0 SUSAN P O'DAY TRUSTEE 1.00 X 0 0 0 NANCY BREWSTER PATERNOTTE TRUSTEE 1.00 X 0 0 0 STEVEN SHINDLER TRUSTEE 1.00 X 0 0 0 JENNIFER PERKINS SPEERS TRUSTEE 1.00 X 0 0 0 SARAH RICHARDSON STRALEY TRUSTEE 1.00 X 0 0 0 SUZANNE WILSON VICE PRESIDENT 1.00 X X 0 0 0 YIYAN ZHOU TRUSTEE 1.00 X 0 0 0 JULIA HEATON HEAD OF SCHOOL 50.00 X 325592 0 95638 AARON GORDON DIRECTOR OF FINANCE & OPS (2/23) 50.00 X 0 0 0 RACHEL JINGST CONTROLLER (THRU JAN 2023) 50.00 X 92743 0 4007 MERRITT COLAIZZI DIRECTOR OF ADVANCEMENT 50.00 X 136731 0 40127 LISA ALBERTI DIRECTOR OF ACADEMICS & FA 50.00 X 145249 0 15849 CHEREVA M MCCLELLAN DEAN OF STUDENTS 50.00 X 101185 0 10068 801500 0 165689 4 0 1 0 US FOODS PO BOX 642554 PITTSBURGH PA 15264 FOOD SERVICES 322801 DUQUETTE EXCAVATION LLC PO BOX 289 HINSDALE MA 01235 CONSTRUCTION 118585 BERKSHIRE FENCE CO 1625 WEST HOUSATONIC STREET PITTSFIELD MA 01201 CONSTRUCTION 115150 WE WILLIAMS PAVING PO BOX 78 WEST STOCKBRIDGE MA 01266 CONSTRUCTION 111725 GOLDEN EDUCATION INTERNATIONAL CONSULTAN 2120 LEIGHTON CTR/77 LEIGHTON RD CAUSEWAY BAY HONG KONG CH CONSULTANT -COMMISSION 108555 5 600927 10574847 5339481 11175774 TUITION FEES 611710 10856202 10856202 OTHER PROGRAM REVENUE 611710 144734 144734 STUDENT FEES 611710 9450 9450 11010386 394299 394299 13536 13536 1031028 699356 276556 331672 -276556 55116 55116 14473 0 14473 14473 TANGLEWOOD MUSIC CENTER FEES 721310 597715 597715 SUMMER BOARDING 721310 14530 14530 5972 5972 618217 23281801 11030831 612245 462951 4902063 4902063 507212 507212 6413342 4500088 1358746 554508 294944 212804 56345 25795 1305682 1003990 211962 89730 503748 332474 130974 40300 70673 70673 36017 36017 59995 59995 109297 109297 583046 534983 33637 14426 56533 56533 17879 13827 4052 77982 71480 4544 1958 457026 419093 26508 11425 197624 1407 152620 43597 17651 17651 402443 382321 20122 1184667 1125434 59233 101945 93484 8461 FOOD SERVICE 563483 563483 STUDENT ACTIVITIES 366571 366571 SUPPLIES 350041 321844 19836 8361 CONTRACTED SERVICES 243913 223998 13967 5948 589558 138321 363621 87616 19413335 15193838 3271786 947711 5000 5000 1939255 1318930 5538138 7245570 79448 636677 19584 23038 214463 66928 41955048 16718477 25723171 25236571 15812202 21059836 1182321 1119620 53165 266909 50566747 56979079 924697 894438 3422319 3249529 8680325 8448945 78127 79537 1500000 50930 48460 13156398 14220909 X 12969254 12965978 24441095 29792192 37410349 42758170 50566747 56979079 X 3868466 1269046 210309 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 78127 1410 79537 1 X 16985957 3963707 1956764 165066 571184 22170178 18374338 1577202 -2346543 147049 471991 16985957 14977484 1896659 4386432 132553 2753684 18374338 16099496 755940 196758 2074710 14977484 15788843 1566555 534098 196348 1593652 16099496 0.03600 0.96400 0 0 22932 22932 38842113 14430667 24411446 2549748 2287810 261938 540255 540255 25236571 LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS 48460 48460 X 19749796 1269046 1269046 18480750 109297 4691754 4801051 23281801 14401975 0 14401975 109297 4902063 5011360 19413335 PART IV, LINE 2B: THE BALANCES INCLUDED IN AGENCY FUNDS PAYABLE REPRESENT FUNDS PLACED ON DEPOSIT WITH THE SCHOOL AS CUSTODIAN. PART V, LINE 4: THE ENDOWMENT FUND IS AN INVESTMENT PORTFOLIO COMPRISED OF DONOR-RESTRICTED AND BOARD-DESIGNATED ENDOWMENT FUNDS. ITS PURPOSE IS TO GENERATE A TOTAL RETURN THAT PRESERVES THE VALUE OF THE DONOR-RESTRICTED FUNDS AFTER INFLATION & PROVIDE A RELATIVELY PREDICTABLE REVENUE STREAM TO BE USED FOR PURPOSES THAT REFLECT OUR MISSION. PART X, LINE 2: THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2023 AND 2022. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,902,063. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 3,435. CHANGE IN VALUE OF INTEREST RATE SWAP -213,744. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,902,063. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLICATIONS, APPLICATIONS, REGISTRATION FORMS, NEWSPAPER ADVERTISEMENTS AND SUMMER PROGRAMS MAKE REFERENCE TO THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 STUDENT RECRUITING TRAVEL AND EXPENSES TO RECRUIT STUDENTS TO ENROLL AT THE SCHOOL 30024 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 STUDENT RECRUITING TRAVEL AND EXPENSES TO RECRUIT STUDENTS TO ENROLL AT THE SCHOOL 37556 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 STUDENT RECRUITING TRAVEL AND EXPENSES TO RECRUIT STUDENTS TO ENROLL AT THE SCHOOL 3281 SUB-SAHARAN AFRICA 0 0 STUDENT RECRUITING TRAVEL AND EXPENSES TO RECRUIT STUDENTS TO ENROLL AT THE SCHOOL 4054 SUB-SAHARAN AFRICA 0 0 STUDENT RECRUITING TRAVEL AND EXPENSES TO RECRUIT STUDENTS TO ENROLL AT THE SCHOOL 633 0 0 0 0 0 0 75548 0 75548 0 0 0 0 0 0 PART I, LINE 3: EXPENSES REPORTED RELATE TO EMPLOYEE TRAVEL AND CONSULTANTS WORKING OVERSEAS TO RECRUIT STUDENTS TO ATTEND THE SCHOOL. THESE EXPENSES ARE TRACKED BY THE SCHOOL AND REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING. PART III ACCOUNTING METHOD: X X X X X X 1 GRAHAM-PELTON ASSOCIATES INC 39 BEECHWOOD ROAD SUMMIT NJ 07901 FUNDRAISER CONSULTANT 0 0 39018 -39018 ANTIL CREATIVE 269 CONE HILL ROAD RICHMOND MA 01254 CONSULTANT-CREATIVE STRATEGIES 0 0 20977 -20977 59995 -59995 MA 1 STUDENT FINANCIAL AID/RESIDENT TUITION 117 4902063 FMV TUITION DISCOUNT PART I, LINE 2: THE SCHOOL FINANCIAL AID PROGRAM IS NEED-BASED. FAMILIES INTERESTED IN RECEIVING FINANCIAL AID COMPLETE AN APPLICATION FORM AND SUBMIT IT TO THE SCHOOL. IN ADDITION TO THE APPLICATION, FAMILIES ARE REQUIRED TO PROVIDE ADDITIONAL FINANCIAL DOCUMENTS, INCLUDING BUT NOT LIMITED TO, COMPLETE COPIES OF INDIVIDUAL INCOME TAX RETURNS AND FORM W-2 FOR THE FIRST YEAR OF APPLYING TO MHS. A FINANCIAL AID COMMITTEE REVIEWS THE INFORMATION AND DETERMINES THE "PERSONALIZED FAMILY TUITION" THAT WILL INCREASE 2%-5% FOR EACH YEAR THEREAFTER THE STUDENT ATTENDS MHS. X X X 0 1 X X X X 0 0 0 0 0 0 0 0 0 JULIA HEATON HEAD OF SCHOOL 313063 0 0 0 12529 0 19207 0 76431 0 421230 0 0 0 MERRITT COLAIZZI DIRECTOR OF ADVANCEMENT 136731 0 0 0 0 0 9067 0 31060 0 176858 0 0 0 LISA ALBERTI DIRECTOR OF ACADEMICS & FA 145249 0 0 0 0 0 9112 0 6737 0 161098 0 0 0 PART I, LINE 1A THE CURRENT HEAD OF SCHOOL IS REQUIRED AS A CONDITION OF EMPLOYMENT, TO BE A RESIDENT OF THE SCHOOLS BOARDING COMMUNITY. IN ORDER TO PERFORM HER DUTIES AND BE AVAILABLE TO FACULTY AND STUDENTS, AS ON CAMPUS HOUSING WAS A CONDITION OF EMPLOYMENT, IT HAS BEEN EXCLUDED FROM THE W-2 FORM AS A TAX-FREE BENEFIT UNDER SEC 119. KEY EMPLOYEES HAVE SMALL DISCRETIONARY SPENDING ACCOUNTS FOR BUSINESS USE. THE HEAD OF SCHOOL IS REQUIRED TO LIVE IN CAMPUS HOUSING AS A CONDITION OF EMPLOYMENT. THE HEAD OF SCHOOL PERFORMS A SIGNIFICANT AMOUNT OF BUSINESS SERVICES IN THE RESIDENCE, INCLUDING EVENTS FOR EMPLOYEES, FAMILIES, ALUMNAE, AND DONORS. IT IS ALSO NECESSARY FOR THE HEAD OF SCHOOL TO BE A PART OF THE RESIDENTIAL COMMUNITY OF THE SCHOOL, IN ORDER TO OVERSEE AND CONNECT TO THE RESIDENT STUDENTS AND EMPLOYEES. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2015-05-27 10000000 BUILDINGS AND STRUCTURES 0 0 0 A 1428714 10000000 10000000 0 0 1 1 A 0 1 1 1 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 X 11 5339481 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS SUZANNE WILSON AND JENNIFER PERKINS SPEERS HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS STEVEN SHINDLER AND MARY KAY KOSNIK ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE DIRECTOR OF FINANCE AND OPERATIONS AND THE CHAIR OF THE AUDIT COMMITTEE, AND AT LEAST ONE OFFICER OF THE CORPORATION. AN ELECTRONIC COPY OF FORM 990 WILL THEN BE MAILED TO EACH MEMBER OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO THE FILING OF THE 990. HARD COPIES OF FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL REQUIRES EACH MEMBER OF THE BOARD OF TRUSTEES TO COMPLETE THE CONFLICT OF INTEREST STATEMENT ANNUALLY. ANY TRUSTEE THAT HAS A POTENTIAL CONFLICT OF INTEREST IS REQUIRED TO ABSTAIN FROM VOTING ON A PARTICULAR ISSUE. FORM 990, PART VI, SECTION B, LINE 15 MISS HALL'S SCHOOL USES OUTSIDE SOURCES FOR BENCHMARKING COMPENSATION LEVELS INCLUDING, NAIS, (THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS), AISNE (ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND), AS WELL AS PUBLIC SCHOOL COMPENSATION DATA. COMPENSATION FOR ALL TOP MANAGMENT POSITIONS WAS BENCHMARKED IN NOVEMBER 2023 USING NAIS AND OTHER INDUSTRY STATISTICS. MISS HALL'S SCHOOL STRIVES TO MAINTAIN A COMPETITIVE SALARY AND BENEFITS PACKAGE. THEREFORE, OUR PACKAGE IS REGULARLY REVIEWED BY MANAGEMENT AND THE BOARD OF TRUSTEES, AS DATA IS AVAILABLE FOR REASONABLENESS AND COMPETITIVE WEIGHT. THE SALARY AND BENEFITS OF THE HEAD OF SCHOOL ARE SET BY THE BOARD OF TRUSTEES. COMPENSATION FOR ALL OTHER EMPLOYEES IS SET BY THE HEAD OF SCHOOL AND APPROVED BY THE BOARD OF TRUSTEES ANNUALLY. THE CONSIDERATIONS AND DELIBERATIONS ON DETERMINING SALARY ARE DOCUMENTED BY THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 ALL FORMS ARE MADE AVAILABLE TO PUBLIC INSPECTION UPON WRITTEN REQUEST MADE TO THE BUSINESS OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -3,435. CHANGE IN VALUE OF INTEREST RATE SWAP 213,744.