2024-04-02T20:18:18-05:00 2023-06-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2022-07-01 620501916 THE HARPETH HALL SCHOOL HARP 6153460091 3801 HOBBS ROAD NASHVILLE TN 37215 TOM MURPHY DIRECTOR OF FINANCE AND OPERATIONS 6153460091 2024-03-26 1 TOM MURPHY 999009999 1 FRANCES E LEAHY P00713593 6152427351 2024-03-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOM MURPHY 3801 HOBBS ROAD NASHVILLE TN 37215 68307973 0 X WWW.HARPETHHALL.ORG X 1951 TN HARPETH HALL IS AN INDEPENDENT, COLLEGE-PREPARATORY SCHOOL FOR GIRLS AND YOUNG WOMEN IN GRADES 5-12. 34 33 359 550 -928 0 10544701 5137866 23993784 25127255 1527216 2260604 66851 69204 36132552 32594929 2351758 2360554 0 0 16013514 17434101 0 0 1944464 10707608 11766902 29072880 31561557 7059672 1033372 136914546 144746113 15556180 15766375 121358366 128979738 HARPETH HALL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL FOR GIRLS AND YOUNG WOMEN IN GRADES FIVE THROUGH TWELVE. 0 0 26165144 2360554 25244237 HARPETH HALL SCHOOL EDUCATES GIRLS AND YOUNG WOMEN IN GRADES 5-12 TO THINK CRITICALLY, LEAD CONFIDENTLY, AND LIVE HONORABLY. DURING THE 2022-2023 YEAR, ENROLLMENT WAS 726 STUDENTS. IN ADDITION TO A STRONG ACADEMIC CURRICULUM, OUR STUDENTS PARTICIPATE IN NUMEROUS ATHLETIC, FINE AND PERFORMING ARTS, AND ENRICHMENT OPPORTUNITIES THROUGH UNIQUE PROGRAMS INCLUDING WINTERIM, SEEK, STEM, AND SCIENCE OLYMPIAD, AS WELL AS SERVICE LEARNING AND LEADERSHIP OPPORTUNITIES IN OUR COMMUNITY AND BEYOND. THE CLASS OF 2023 RECEIVED OFFERS OF ADMISSION FROM 165 COLLEGES AND UNIVERSITIES FROM COAST TO COAST AND ABROAD. THEY WILL BE ATTENDING 67 COLLEGES AND UNIVERSITIES IN 30 STATES PLUS WASHINGTON, D.C. AND ENGLAND. 26165144 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 116 0 1 359 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 33 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X TOM MURPHY 6153460091 3801 HOBBS ROAD NASHVILLE TN 37215 JESSIE HILL HEAD OF SCHOOL 40.00 X 392462 0 62624 THOMAS MURPHY DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 219138 0 37702 SUSAN MOLL DIRECTOR OF ADVANCEMENT 40.00 X 167338 0 25455 JUDI O'BRIEN END 63023 FORMER DIRECTOR OF MIDDLE SCHOOL 40.00 X 144213 0 22668 MOLLY RUMSEY DIRECTOR OF INFORMATIONAL SERVICES 40.00 X 126871 0 21183 JESSICA VINER DIRECTOR OF ENROLLMENT MANAGEMENT 40.00 X 119000 0 12109 JESSICA BLISS DIRECTOR OF MARKETING AND COMMUNICATIONS 40.00 X 117575 0 19867 ELIZABETH ANN HOMANS CONTROLLER 40.00 X 106204 0 11509 JUSTIN DOVER DIRECTOR OF IT 40.00 X 105271 0 26612 ARMISTEAD LEMONEND 63022 FORMER DIRECTOR OF UPPER SCHOOL 40.00 X X 76656 0 11909 FRANCES FONDREN-BALES DIRECTOR OF UPPER SCH (START 7/1/22) 40.00 X 75711 0 14318 CRISSY WIECK CHAIR AND PRESIDENT 2.00 X X 0 0 0 AMIT MISRA VICE CHAIR 2.00 X X 0 0 0 TRUDY WARD CARPENTER VICE CHAIR 2.00 X X 0 0 0 FRANK MAJORS SECRETARY 2.00 X X 0 0 0 NONI NIELSEN TREASURER 2.00 X X 0 0 0 JANE ALLEN TRUSTEE 2.00 X 0 0 0 GREG AVERBUCH TRUSTEE 2.00 X 0 0 0 BAHAR AZHDARI TRUSTEE 2.00 X 0 0 0 MELANIE PATTERSON BLANK TRUSTEE 2.00 X 0 0 0 MICHELE GASKIN BROWN TRUSTEE 2.00 X 0 0 0 KATE SHERRARD CHINN TRUSTEE 2.00 X 0 0 0 MARY BRITTON THOMPSON CUMMINGS TRUSTEE 2.00 X 0 0 0 ADELAIDE GRACE DAVIS TRUSTEE 2.00 X 0 0 0 SHANI DOWELL TRUSTEE 2.00 X 0 0 0 DAVID FITZGERALD TRUSTEE 2.00 X 0 0 0 BEN GAMBILL TRUSTEE 2.00 X 0 0 0 GREG HAGOOD TRUSTEE 2.00 X 0 0 0 ELIZABETH ROBBINS HAWKINS TRUSTEE 2.00 X 0 0 0 HAL HESS TRUSTEE 2.00 X 0 0 0 JANE BERRY JACQUES TRUSTEE 2.00 X 0 0 0 WHITSON LOWE TRUSTEE 2.00 X 0 0 0 LAUREN MELKUS TRUSTEE 2.00 X 0 0 0 JOHN MORRIS TRUSTEE 2.00 X 0 0 0 KATIE GROOS NELSON TRUSTEE 2.00 X 0 0 0 ARIE NETTLES TRUSTEE 2.00 X 0 0 0 REID PATTON TRUSTEE 2.00 X 0 0 0 BARBARA KEITH PAYNE TRUSTEE 2.00 X 0 0 0 MICHELLE WOLFE PROCTOR TRUSTEE 2.00 X 0 0 0 AMY RICHARDS TRUSTEE 2.00 X 0 0 0 JAY SANGERVASI TRUSTEE 2.00 X 0 0 0 ALLISON SMITH TRUSTEE 2.00 X 0 0 0 DANA DEATON VERNER TRUSTEE 2.00 X 0 0 0 CHRIS WHITSON TRUSTEE 2.00 X 0 0 0 TAMMY WOLCOTT TRUSTEE 2.00 X 0 0 0 1650439 0 265956 9 0 1 0 PHIPPS CONSTRUCTION COMPANY INC 5711 OLD HARDING PIKE NASHVILLE TN 37205 CONSTRUCTION CONTRACTOR 1437211 SAGE DINING SERVICES INC 1402 YORK RD SUITE 100 LUTHERVILLE MD 21093 DINING SERVICES 1079967 SCHOOL FACILITY MANAGEMENT LLC 3017 OAKLAND AVE NASHVILLE TN 37212 MAINTENANCE SERVICES 779878 SERVICEFM LLC 800 18TH AVE S STE A - BACK DOOR NASHVILLE TN 37203 CUSTODIAL SERVICES 421225 THE ORCUTT WINSLOW LLP 5016 CENTENNIAL BLVD 3RD FLOOR NASHVILLE TN 37209 ARCHITECT SERVICES 334317 6 250585 4887281 1126542 5137866 TUITION & FEES 611600 24125359 24125359 STUDENT ACTIVITIES & FEES 611710 829463 829463 BOOKSTORE OPERATIONS 611710 151984 151984 CAFETERIA & AFTER CARE 611710 10630 10630 STEM INCOME 611710 9805 9805 14 14 25127255 1327522 -928 1328450 73992 0 73992 73992 73992 36350289 56300 35411628 61879 938661 -5579 933082 933082 117767 250585 239537 -121770 -121770 OTHER INCOME 900099 46580 46580 ALUMNAE 900099 40215 40215 FINANCE CHARGES 525990 24844 24844 5343 5343 116982 32594929 25244237 -928 2213754 2360554 2360554 1372813 578491 484733 309589 12018377 10370205 1081804 566368 1088163 953112 90810 44241 2007705 1685973 206300 115432 947043 786045 104175 56823 74407 74407 31949 31949 311622 311622 88343 52459 21847 14037 188992 11391 88698 88903 325598 172961 125027 27610 568068 481131 59934 27003 2682567 2296884 257122 128561 41659 30877 10782 126617 101294 2129 23194 3039360 2565653 321739 151968 262990 225022 25312 12656 INSTRUCTIONAL EXPENSES 1335291 1327982 4873 2436 DINING HALL 952840 952840 ATHLETIC DEPARTMENT 473155 473155 DEVELOPMENT 316723 316723 946721 769992 128591 48138 31561557 26165144 3451949 1944464 23104698 23645182 324998 325375 4669771 3649398 80030 58442 157074 32553 62608 751638 825022 85928643 34802483 50599522 51126160 14772034 49454045 42438221 14866188 428985 141081 147634 136914546 144746113 2083240 1579212 11298785 11591961 2127856 2127856 46299 467346 15556180 15766375 X 56837481 58043138 64520885 70936600 121358366 128979738 136914546 144746113 1033372 6588000 0 X X 0 1 X 1 0 X 6218245 5046689 5398137 10544701 5137866 32345638 6218245 5046689 5398137 10544701 5137866 32345638 2959447 29386191 489362 603163 343577 551237 1401514 3388853 155351 143682 266168 33753 46580 645534 36380025 115062440 0.80780 0.83420 X SCHEDULE A: PART I: BOX 2 AND 7 THE HARPETH HALL SCHOOL IS DETERMINED TO BE A PUBLIC CHARITY BECAUSE IT IS A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II). SCHEDULE E HAS BEEN COMPLETED AND ATTACHED. FOR PURPOSES OF SCHEDULE A, THE ORGANIZATION HAS COMPLETED PART II IN ORDER TO COMPLETE THE SPECIAL RULE ON SCHEDULE B AND DISCLOSED DONORS GREATER THAN 2% INSTEAD OF ALL DONORS GREATER THAN $5,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57829647 1481441 8083229 2210442 65183875 65571363 1490345 -7429283 1802778 57829647 49854658 1383281 16074962 1741538 65571363 51267270 791260 -640296 1563576 49854658 47851458 2605557 2337693 1527438 51267270 0.61880 0.38120 0 0 7045811 7045811 65425663 24360891 41064772 8426619 7177482 1249137 4448756 3019578 1429178 581794 244532 337262 51126160 PRIVATE EQUITIES 12532493 F REAL ASSETS 2333695 F 14866188 AGENCY FUNDS 33618 LEASE LIABILITIES 433728 467346 X 36830139 6588000 79849 239537 6907386 29922753 311622 2360554 2672176 32594929 29208767 79849 239537 319386 28889381 311622 2360554 2672176 31561557 PART V, LINE 4: THE ENDOWMENT DRAW IS USED FOR SCHOLARSHIPS AND OTHER PROGRAM OR GENERAL EXPENSES, AS APPROVED OR PREDETERMINED BY ENDOWMENT RESTRICTIONS. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SCHOOL'S INCOME TAX RETURN TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES, OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PARENT'S ASSOCIATION FUNDRAISING EXPENSES 239,537. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID (AUDIT PURPOSES NETTED AGAINST TUITION) 2,360,554. PART XII, LINE 2D - OTHER ADJUSTMENTS: PARENT'S ASSOCIATION FUNDRAISING EXPENSES 239,537. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID (AUDIT PURPOSES NETTED AGAINST TUITION) 2,360,554. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S ADMISSION APPLICATION AND OTHER PRINTED MATERIALS INCLUDE THE NONDISCRIMINATION POLICY. ALSO, THE ADVERTISEMENT FOR OPEN HOUSE DESCRIBES THE NONDISCRIMINATION POLICY AND THE POLICY IS INCLUDED ON THE SCHOOL'S WEBSITE. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 ENDOWMENT INVESTMENTS 2344676 EUROPE 0 0 ENDOWMENT INVESTMENTS 38781 0 0 0 0 0 0 2383457 0 2383457 1 0 0 1 0 0 PART III ACCOUNTING METHOD: MAIN EVENT 338746 250585 88161 6750 27943 1500 151637 HANG UP SALE 18224 18224 7953 356970 250585 106385 6750 27943 1500 159590 195783 -89398 1 FINANCIAL AID 121 2360554 FMV STUDENT FINANCIAL AID PART I, LINE 2: EACH FAMILY IS REQUIRED TO SUBMIT A FINANCIAL AID APPLICATION ON AN ANNUAL BASIS WITH THE TWO MOST RECENT YEARS' TAX FORMS FROM THE FAMILIES. FINANCIAL AID AWARDS ARE MADE ON THE BASIS OF DEMONSTRATED NEED. THE FINANCIAL AID COMMITTEE REVIEWS THE REQUESTS AND ALL AWARDS ARE MADE IN LATE SPRING BEFORE THE SCHOOL YEAR IN QUESTION. ONCE ENROLLMENT CONTRACTS ARE COMPLETED, THESE FINANCIAL AID AWARDS ARE ENTERED AS A CREDIT ONTO THE STUDENT'S ACCOUNT. NO FURTHER MONITORING OF THE FUNDS IS REQUIRED AFTER THIS POINT. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JESSIE HILL HEAD OF SCHOOL 392462 0 0 0 0 0 51000 0 11624 0 455086 0 0 0 THOMAS MURPHY DIRECTOR OF FINANCE AND OPERATIONS 219138 0 0 0 0 0 23815 0 13887 0 256840 0 0 0 SUSAN MOLL DIRECTOR OF ADVANCEMENT 167338 0 0 0 0 0 17237 0 8218 0 192793 0 0 0 JUDI O'BRIEN END 63023 FORMER DIRECTOR OF MIDDLE SCHOOL 144213 0 0 0 0 0 14600 0 8068 0 166881 0 0 0 876750 TUITION REMISSION EMPLOYEE BENEFITS MARY FERNANDES BOARD MEMBER SIBLING IS EMPLOYED AS A FACULTY STAFF 44197 FACULTY COMPENSATION 0 X 28 1006079 VALUE SOLD X AUCTION MISCELLANEOUS ITEMS 249 88390 AUCTION PROCEEDS X VARIOUS SUPPLIES/TICKETS 6 32073 DONOR'S COST 0 1 0 PART I, COLUMN (B): COLUMN B LISTS THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE KATE SHERRARD CHINN IS SISTERS WITH THE ASSOCIATE DIRECTOR OF ADVANCEMENT FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: CERTAIN MEMBERS OF THE SCHOOL, INCLUDING DIRECTOR OF FINANCE AND OPERATIONS AND CONTROLLER, ALONG WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, REVIEW FORM 990. AFTER APPROVAL BY THE AUDIT COMMITTEE, FORM 990 IS SENT TO FINANCE COMMITTEE FOR ANY ADDITIONAL QUESTIONS OR COMMENTS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES A CONFLICT OF INTEREST POLICY, WHICH REQUIRES THAT EACH MEMBER OF THE BOARD OF TRUSTEES REVIEWS AND SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL COMPENSATION IS DETERMINED BY REVIEW OF RELEVANT INFORMATION, INCLUDING COMPARABLE INDUSTRY SALARY INFORMATION, BY MEMBERS OF THE BOARD OF TRUSTEES WHO APPROVE THE OFFICER'S SALARY AND CHANGES, INCLUDING ANNUAL INCREASES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: SELECTED INFORMATION IS AVAILABLE ON THE SCHOOL'S WEBSITE. ALL REQUIRED INFORMATION IS MAINTAINED BY THE BUSINESS OFFICE AND AVAILABLE UPON REQUEST. INFORMATION IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS REGARDING THE SELECTION OF AN INDEPENDENT ACCOUNTANT.