2018-02-21T13:21:33-06:00 2017-06-30 GRANT THORNTON LLP 1617 N WATERFRONT PKWY STE 100 WICHITA KS 67206 990 2016-07-01 751022742 Greenhill School % KENDRA GRACE GREE 9726285400 4141 Spring Valley Road Addison TX 750013683 KENDRA GRACE CFO 9726285400 2018-02-15 true Rebecca Zecha P00648970 3162653231 38.84.128.189 48105820180525000002 2018-02-21 P EE0445AAFC7BCEACA6A025D08834C35C00D758E8 1974B50D8FA3141F55B31DB7AF3A083643A93399 2016 2021-01-29 14:40:06Z Scott Griggs 4141 Spring Valley Road Addison TX 750013683 85874745 false X www.greenhill.org X 1950 TX FOUNDED IN 1950, GREENHILL SCHOOL IS A LEADING INDEPENDENT, COEDUCATIONAL DAY SCHOOL IN THE GREATER DALLAS AREA, SERVING 1,292 STUDENTS IN GRADES PRE-K THROUGH 12. 38 38 574 500 93156 -6668 15853176 2699613 36755708 38180329 1438107 4372948 645258 635927 54692249 45888817 5015568 4146536 0 0 24787246 26729539 0 0 1698152 13331832 13208325 43134646 44084400 11557603 1804417 156075842 149509724 46178442 38003420 109897400 111506304 GREENHILL SCHOOL IS A DIVERSE COMMUNITY OF LEARNERS THAT STRIVES FOR EXCELLENCE; VALUES INDIVIDUALITY; FOSTERS A PASSION FOR LEARNING; PROMOTES THE BALANCED DEVELOPMENT OF MIND, BODY, AND CHARACTER; ENCOURAGES SERVICE; AND INSTILLS A RESPECT FOR OTHERS. false false 34504130 4146536 36714355 During the fiscal year ended June 30, 2017, Greenhill School provided quality educational services to approximately 1,292 students in grades Pre-K through 12. 34504130 true true false false false false false true false true true true false false true true true false true false true false false false true true false false true true false false false false false false true false true true false false false false false false false true 124 1 true 574 true true true true CJ false false false true true false false false false X 38 38 true false false false false false false true true false false true true true true true true true true false DC HI MD MA MI NH OR SC WA X KENDRA GRACE 9726285517 4141 SPRING VALLEY ROAD Addison TX 750013683 William E Rose Board Chair 5.0 0.0 X X 0 0 0 Waverly Ware Wilson Assistant Chair/Secretary 1.0 0.0 X X 0 0 0 Roy S Kim Finance chair/Treasurer 1.0 0.0 X X 0 0 0 Debbie Andres Trustee 1.0 0.0 X 0 0 0 Stephen L Arata Trustee 1.0 0.0 X 0 0 0 Leslie Benners Trustee 1.0 0.0 X 0 0 0 Yasmin Bhatia Trustee 1.0 0.0 X 0 0 0 Albertina M Cisneros Trustee 1.0 0.0 X 0 0 0 Christopher I Clark Trustee 1.0 0.0 X 0 0 0 Koshi Dhingra EdD Trustee 1.0 0.0 X 0 0 0 Angela Adkins Downes Trustee 1.0 0.0 X 0 0 0 Thomas M Dunning Trustee 1.0 0.0 X 0 0 0 Aaron Enrico Trustee 1.0 0.0 X 0 0 0 Gary J Fernandes Trustee 1.0 0.0 X 0 0 0 Holland P Gary Trustee 1.0 0.0 X 0 0 0 Beth Gold Trustee 1.0 0.0 X 0 0 0 David C Greenstone Trustee 1.0 0.0 X 0 0 0 David Haemisegger Trustee 1.0 0.0 X 0 0 0 Jay Henry Trustee 1.0 0.0 X 0 0 0 Joan Hill EdD Trustee 1.0 0.0 X 0 0 0 Maria-Cristina Jaramillo Trustee 1.0 0.0 X 0 0 0 Rabbi Nancy Kasten Trustee 1.0 0.0 X 0 0 0 Leslie Krakow Trustee 1.0 0.0 X 0 0 0 Peter A Kraus Trustee 1.0 0.0 X 0 0 0 Lester Levy Jr Trustee 1.0 0.0 X 0 0 0 E Pierce Marshall Jr Trustee 1.0 0.0 X 0 0 0 Terry Oxford Trustee 1.0 0.0 X 0 0 0 Guillermo Perales Trustee 1.0 0.0 X 0 0 0 Tracy Rathbun Trustee 1.0 0.0 X 0 0 0 Ashley Scheer Trustee 1.0 0.0 X 0 0 0 Patricia Smith Trustee 1.0 0.0 X 0 0 0 Bruce Sosteck Trustee 1.0 0.0 X 0 0 0 Bharti Subramanian PHD Trustee 1.0 0.0 X 0 0 0 Michael Waldman Trustee 1.0 0.0 X 0 0 0 Clifford Weiner Trustee 1.0 0.0 X 0 0 0 Neena R Wiora Trustee 1.0 0.0 X 0 0 0 Jeff Zlotky Trustee 1.0 0.0 X 0 0 0 Manju Menon TRUSTEE 1.0 0.0 X 0 0 0 Scott Griggs Head of School 60.0 0.0 X 757055 0 152922 Melissa Orth CFO/COO 50.0 0.0 X 297761 0 38125 Julie Diaz Chief Advancement Officer 50.0 0.0 X 246934 0 40282 Michael Simpson Head of Lower School 50.0 0.0 X 204042 0 90422 Laura Ross Head of Upper School 50.0 0.0 X 165447 0 56840 Susan Palmer Head of Middle School 50.0 0.0 X 150456 0 19524 Chad Wabrek Head of Athletics 50.0 0.0 X 143439 0 37079 1965134 0 435194 30 false true false Andres Construction Services LLC 3710 Rawlins Street Suite 1510 DALLAS TX 75219 Construction 5772550 SAGE Dining Services Inc 1402 York Road Suite 100 LUTHERVILLE MD 21093 Cafeteria 1537861 Barbizon Light of the Rockies 8269 E 23rd Avenue Suite 111 DENVER CO 80238 Construction 385825 Techscape Inc 9800 Brockbank Drive DALLAS TX 75220 Landscaping 363991 Entrust One Facility Services Inc 11142 Shady Trail DALLAS TX 75229 Janitorial 358898 18 X 81767 2617846 170349 2699613 TUITION AND FEES 611110 34150413 34150413 SUMMER PROGRAMS 713990 1353192 1353192 CAFETERIA 722210 1316713 1316713 EXTENDED DAY 611110 641735 641735 CHILD DEVELOPMENT CENTER 611110 244748 244748 473528 324267 89957 59304 38180329 1461023 3199 1457824 0 1933 1933 520610 127233 393377 0 393377 393377 42285424 39373499 2911925 2911925 2911925 255879 81767 194446 61433 61433 44124 11270 32854 32854 425810 279480 146330 146330 0 45888817 36714355 93156 6381693 0 4146536 4146536 0 0 1027699 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111506304 156075842 149509724 X 1804417 -158785 1542 -38270 X false true X true false X 7193344 11274602 5003412 15853176 2699613 42024147 0 0 7193344 11274602 5003412 15853176 2699613 42024147 18131135 23893012 2015893 1933456 2216287 2150699 1981633 10297968 0 1183066 1228954 1006791 989527 785117 5193455 57515570 172086750 0.41542 0.46372 X PUBLIC SUPPORT TEST SCHEDULE A, PART II PER THE INSTRUCTIONS FOR FROM 990, PART IV, LINE 2, GREENHILL SCHOOL HAS COMPLETED AND MET THE SCHEDULE A, PART II, SUPPORT TEST REQUIREMENTS. AS A RESULT, GREENHILL SCHOOL QUALIFIES FOR THE SPECIAL RULE OF LIMITING CONTRIBUTIONS REPORTED ON SCHEDULE B, PART I. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187174 X true 39807757 494719 3456950 1314700 6771255 35673471 49016695 577130 -623233 1294000 7868835 39807757 50238956 615280 554881 1196800 1195622 49016695 47229499 121390 4853585 1119295 846223 50238956 45951428 596943 2991685 2310557 47229499 0.65330 0.25350 0.09320 false false 253345 253345 90575514 32733900 57841614 11742398 11541142 299439 6560983 6092886 369914 58764312 PIMCO SHORT TERM INSTL. 21434496 F SCHWAB S&P 500 INDEX FD. 10191519 F ALTERNATIVE INVESTMENTS 1806694 F 33432709 0 NONQUALIFIED DEFERRED COMP 513151 513151 X 40576202 -158785 1542 -38270 -195513 40771715 195291 4921811 5117102 45888817 38967298 38967298 195291 4921811 5117102 44084400 COLLECTIONS OF ART PART III, LINE 4 OVER A PERIOD OF TIME THE SCHOOL HAS RECEIVED CONTRIBUTIONS OF WORKS OF ART AND FURNISHINGS TO BE EXHIBITED IN VARIOUS LOCATIONS ON THE CAMPUS. THESE ITEMS HAVE BEEN CAPITALIZED AS COLLECTIONS. THE COLLECTION NOT ONLY ENHANCES THE AESTHETIC ENVIRONMENT OF THE SCHOOL, IT SUPPORTS THE CURRICULUM OF THE SCHOOL BY MAKING ART AVAILABLE TO STUDENTS. THE COLLECTIONS ARE RECORDED AT APPRAISED VALUE WHEN DONATED. THE SCHOOL UNDERTAKES TO CARE FOR, PROTECT, AND PRESERVE SUCH CONTRIBUTED WORKS OF ART AND FURNISHINGS. COLLECTION ITEMS ARE INSPECTED PERIODICALLY AND REPAIRED AS REQUIRED. INTENDED USES OF ENDOWMENT FUNDS PART V, LINE 4 SOME ENDOWMENT FUNDS ARE DESIGNATED BY THE DONOR OR THE BOARD TO SUPPORT FINANCIAL AID, FACULTY, TECHNOLOGY, AND OTHER SPECIFIC PROGRAMS. GENERAL ENDOWMENT FUNDS ARE USED TO SUPPORT GENERAL OPERATIONS OF THE SCHOOL. FIN 48 (ASC 740) FOOTNOTE PART X, LINE 2 THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE IRC AS EVIDENCED BY ITS DETERMINATION LETTER DATED MARCH 1953. THE SCHOOL HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(1) AND, AS SUCH, CONTRIBUTIONS TO THE SCHOOL QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS PURSUANT TO IRC SECTION 170(A)(1). HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE SCHOOLS EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE SCHOOL DID NOT HAVE ANY MATERIAL UNRELATED BUSINESS INCOME OR RELATED TAX LIABILITY FOR THE YEARS ENDED JUNE 30, 2017 AND 2016. THE SCHOOL HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM CURRENT OR PRIOR PERIOD TAX POSITIONS. ACCORDINGLY, NO ADDITIONAL DISCLOSURES HAVE BEEN MADE ON THE FINANCIAL STATEMENTS REGARDING UNCERTAIN TAX POSITIONS. THE SCHOOL DOES NOT HAVE ANY OUTSTANDING INTEREST OR PENALTIES, AND NONE HAVE BEEN RECORDED IN THE STATEMENT OF ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2017 AND 2016. RECONCILIATION OF REVENUE PART XI, LINE 2D UNCOLLECTIBLE WRITE-OFFS $ (38,270) PART XI, LINE 4B TUITION REPORTED NET ON FINANCIALS $5,328,524 COST OF GOODS SOLD $ (279,480) RENTAL EXPENSE $ (127,233) ------------ $4,921,811 ============ RECONCILIATION OF EXPENSES PART XII, LINE 4B TUITION REPORTED NET ON FINANCIALS $5,328,524 COST OF GOODS SOLD $ (279,480) RENTAL EXPENSE $ (127,233) ------------ $4,921,811 ============ true true true true true true true false false false false false false false false false false true SCHEDULE E, PART I, LINE 3 ALL MEDIA ADVERTISEMENTS INCLUDE A STATEMENT REGARDING THE SCHOOL'S NONDISCRIMINATORY POLICY. AT A MINIMUM, A YEARLY ADVERTISEMENT IS MADE IN THE DALLAS MORNING NEWS. Central America and the Caribbean Investments 60749 60749 60749 false false false false false false GREENHILL GALA 337646 81767 255879 27250 49174 68847 49175 0 337646 81767 255879 27250 49174 68847 49175 194446 61433 44124 10640 630 true 1.00000 44124 10640 630 11270 32854 TX false THE ONLY GAMING ACTIVITIES OF GREENHILL SCHOOL ARE RAFFLES GOVERNED BY THE TEXAS CHARITABLE ENABLING ACT. THE SCHOOL ADHERES TO THIS ACT. false true false 1.00000 Laura Forson 4141 Spring Valley Road Addison TX 75001 false THERESA JONES SUPERVISION OF RAFFLE TICKET SALES/PRIZE AWARDING X false true Financial aid 206 4146536 FMV TUITION GRANT MONITORING PART I, LINE 2 ALL GRANTS ARE PROVIDED AS A DISCOUNT TO THE TUITION THAT IS BILLED TO EACH FAMILY. CASH IS NOT PROVIDED TO THE GRANTEE. X true true X X X X false true false false false false false false false Scott Griggs Head of School 471010 0 232543 0 53502 0 135665 0 17257 0 909977 0 100000 0 Melissa Orth CFO/COO 297523 0 238 0 0 0 18550 0 19575 0 335886 0 0 0 Julie Diaz Chief Advancement Officer 212529 0 238 0 34167 0 10575 0 29707 0 287216 0 0 0 Michael Simpson Head of Lower School 138658 0 238 0 65146 0 7525 0 82897 0 294464 0 0 0 Laura Ross Head of Upper School 152840 0 238 0 12369 0 7788 0 49052 0 222287 0 0 0 Susan Palmer Head of Middle School 150218 0 238 0 0 0 10343 0 9181 0 169980 0 0 0 Chad Wabrek Head of Athletics 136188 0 238 0 7013 0 6925 0 30154 0 180518 0 0 0 HOUSING ALLOWANCE PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES A HOUSING ALLOWANCE; AMOUNTS ARE REPORTED AS TAXABLE COMPENSATION. THE HOUSING ALLOWANCE FOR CALENDAR 2016 WAS $53,502. NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B CONTRIBUTIONS OF $100,000 WERE MADE TO A 457(F) PLAN FOR THE HEAD OF SCHOOL. INDIVIDUALS BECAME VESTED IN THE BALANCE OF PLAN AS OF 6/30/14 AND THE BALANCE IS PAID OUT OVER THE FOLLOWING THREE FISCAL YEARS. Nathaniel Reid-Griggs Family member of officer 47919 Compensation to employee false X 5 4372 FMV X 19098 FMV X 13 66977 FMV X 1 200 FMV X Meals and entertainment 79 53302 FMV X Travel 4 11400 FMV X Trips 3 15000 FMV false true false EXECUTIVE COMMITTEE PART VI, SECTION A, LINE 1A PER ARTICLE V, SECTION 5.1 OF THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF UP TO FOURTEEN TRUSTEES, INCLUDING THE CHAIR, THE CHAIR-ELECT, THE SECRETARY/ASSISTANT CHAIR, THE TREASURER, THE CHAIRPERSONS OF ALL COMMITTEES, AND AT-LARGE MEMBERS NOMINATED BY THE CHAIR AT HIS OR HER DISCRETION. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL POWER AND AUTHORITY VESTED IN THE BOARD IN THE MANAGEMENT OF THE BUSINESS, PROPERTY, AND AFFAIRS OF THE ORGANIZATION (INCLUDING, WITHOUT LIMITATION, THE ADOPTION OF ADVISORY POLICIES WITH RESPECT TO THE MANAGEMENT AND OPERATIONS OF THE ORGANIZATION), EXCEPT IN RESPECT OF REMOVAL OR ELECTION OF TRUSTEES AND OFFICERS OF THE CORPORATION AND AMENDMENT OF THE BYLAWS, AND SHALL HAVE SUCH OTHER POWER AND AUTHORITY AS SHALL BE EXPRESSLY DELEGATED TO IT BY THE BOARD BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE TRUSTEES THEN IN OFFICE. RELATIONSHIPS PART VI, SECTION A, LINE 2 THOMAS M. DUNNING AND HOLLAND P. GARY - BUSINESS RELATIONSHIP. FORM 990 REVIEW PART VI, SECTION B, LINE 11B THE DRAFT FORMS 990 AND 990-T ARE REVIEWED AND APPROVED BY THE AUDIT AND RISK MANAGEMENT COMMITTEE PRIOR TO FILING. THE FORMS 990 AND 990-T ARE ALSO MADE AVAILABLE TO THE ENTIRE BOARD VIA SECURE EMAIL PRIOR TO FILING. CONFLICT OF INTEREST POLICY PART VI, SECTION B, LINE 12C THE POLICY IS DISTRIBUTED AT THE BEGINNING OF EACH YEAR TO ALL BOARD MEMBERS, AS WELL AS ALL EMPLOYEES WITH PURCHASING RESPONSIBILITY. THE POLICY IS INCLUDED IN THE BOARD OF TRUSTEES MANUAL AND THE EMPLOYEE POLICIES AND PROCEDURES MANUAL. THE POLICY REQUIRES THE DISCLOSURE OF ANY COMPENSATION RECEIVED FROM THE ORGANIZATION AND ANY RELATIONSHIPS WITH RELATED PARTIES (REPORTED IN FORM 990, PART VI AND SCHEDULE O). AT EACH COMMITTEE AND BOARD MEETING, MEMBERS ARE EXPECTED TO COMPLY WITH THE POLICY. ANY BOARD MEMBERS WITH A POTENTIAL CONFLICT OF INTEREST ARE EXPECTED TO RECUSE THEMSELVES FROM ANY RELEVANT ISSUE AND THE RECUSAL IS REFLECTED IN THE MINUTES OF THAT MEETING. IF THAT MATTER INVOLVES AN ADMINISTRATOR, FACULTY MEMBER OR OTHER EMPLOYEE, HE OR SHE SHOULD ADVISE THE HEAD OF SCHOOL. IF THE MATTER INVOLVES THE CHAIR OF THE BOARD, HE OR SHE SHOULD ADVISE THE CHAIR OF THE AUDIT AND RISK MANAGEMENT COMMITTEE. THE CHAIR OF THE BOARD, THE HEAD OF SCHOOL, OR THE CHAIR OF THE AUDIT AND RISK MANAGEMENT COMMITTEE, AS THE CASE MAY BE, SHOULD THEN CONSULT WITH SUCH PERSONS, PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS HE, SHE, OR IT CONSIDERS APPROPRIATE TO ADDRESS THE MATTER. COMPENSATION DETERMINATION PART VI, SECTION B, LINES 15A AND 15B THE HEAD OF SCHOOL'S COMPENSATION IS OUTLINED IN HIS 5-YEAR CONTRACT. WHEN THE CONTRACT IS UP FOR RENEWAL, THE COMPENSATION COMMITTEE BENCHMARKS THE COMPENSATION AGAINST OTHER SCHOOLS AND OUTLINES EACH YEAR'S COMPENSATION IN THE CONTRACT. THE CFO/COO'S COMPENSATION IS BASED UPON EXPERIENCE UPON HIRE AND RECEIVES THE MERIT INCREASE FOR ADMINISTRATORS AS ESTABLISHED ANNUALLY BY THE BOARD. BOTH THE HEAD OF SCHOOL AND CFO/COO'S COMPENSATIONS ARE ADDITIONALLY REVIEWED EACH YEAR BY THE AUDIT COMMITTEE IN COMPLIANCE WITH INTERMEDIATE SANCTION REGULATIONS. GOVERNING DOCUMENTS PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GREENHILL COMMUNITY (EMPLOYEES, VOLUNTEER LEADERSHIP, TRUSTEES) BUT NOT TO THE GENERAL PUBLIC OUTSIDE THE SCHOOL COMMUNITY. SUMMARIZED FINANCIAL INFORMATION IS INCLUDED IN THE ANNUAL REPORT. OTHER CHANGES IN NET ASSETS AND FUND BALANCES PART XI, LINE 9 UNCOLLECTIBLE WRITE-OFFS $(38,270) AUDIT AND RISK MANAGEMENT COMMITTEE PART XII, LINE 2C GREENHILL SCHOOL HAS AN AUDIT AND RISK MANAGEMENT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL FINANCIAL STATEMENT AUDIT AND THE RESULTING FINANCIAL STATEMENTS. THE AUDIT AND RISK MANAGEMENT COMMITTEE IS ALSO RESPONSIBLE FOR ASSESSING AND SELECTING THE EXTERNAL AUDIT FIRM OF GREENHILL SCHOOL. GREENHILL SCHOOL DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS FOR THE APPOINTMENT OF THE EXTERNAL AUDIT FIRM DURING THE TAX YEAR CURRENTLY REPORTED ON.