2018-11-08T08:42:39-08:00 2018-06-30 570957419 The Hobbs Group PA 1704 Laurel Street Columbia SC 29201 990 2017-07-01 570358065 Heathwood Hall Episcopal School HEAT 8037652309 3000 South Beltline Boulevard Columbia SC 29201 Elizabeth E Summers Finance & Operations 2018-11-08 true Will Stevens CPA P01208094 8037990555 2017 2019-02-21 02:37:17Z Chris Hinchey 18587381 false false X www.heathwood.org X 1951 SC Heathwood Hall Episcopal School cultivates creative and critical thinking, develops leadership and social skills, and promotes service to others over the pursuit of self-interest through a rich academic and extracurricular program in a supportive community of talented educators and engaged students. 24 24 298 371 0 893452 564628 13205709 14635356 871260 665091 112601 150032 15083022 16015107 2125777 2546953 0 8156267 8556207 0 102873 4001456 4352759 14283500 15455919 799522 559188 33592457 34021558 16495647 16373371 17096810 17648187 Heathwood Hall Episcopal School cultivates creative and critical thinking, develops leadership and social skills, and promotes service to others over the pursuit of self-interest through a rich academic and extracurricular program in a supportive community of talented educators and engaged students. false false 12163185 2546953 14635356 Operation of school educational facility and ancillary functions for grades K-2 through 12. 12163185 true true false false false false false false false true true true false false true true true false true false false false false false true false false false true true false false false false false false false false false false false false false false false false true false false false true X 63 0 true 298 true false false false false false false false false 0 false false false false false false false false false false X 24 24 false false false false false false false true true false false false true true true true true true true false SC X X X Heidi Beckwith 8037652309 3000 S Beltline Blvd Columbia SC 29201 X Denise Davis Director 1.00 0.00 X 0 0 0 Ethel Bunch Director 1.00 0.00 X 0 0 0 Freeman Belser Director 1.00 0.00 X 0 0 0 The Honorable Michelle Childs Director 1.00 0.00 X 0 0 0 Alison Gonzales Director 1.00 0.00 X 0 0 0 Kevin Martin Director 1.00 0.00 X 0 0 0 Toby W Goodlett Director 1.00 0.00 X 0 0 0 Ethan Nord Director 1.00 0.00 X 0 0 0 Julie T Hicks Director 1.00 0.00 X 0 0 0 Michael A Hill MD Director 1.00 0.00 X 0 0 0 Richard Migliore Director 1.00 0.00 X 0 0 0 Paul A Holt Director 1.00 0.00 X 0 0 0 Lucius Craig MD Director 1.00 0.00 X 0 0 0 Kirby Shealy Director 1.00 0.00 X 0 0 0 Patricia Malanuk Director 1.00 0.00 X 0 0 0 Tom DiMarco Director 1.00 0.00 X 0 0 0 Catherine Taylor Director 1.00 0.00 X 0 0 0 Rox Pollard Jr Director 1.00 0.00 X 0 0 0 Pamela J Roberts Director 1.00 0.00 X 0 0 0 Jay Richardson Director 1.00 0.00 X 0 0 0 Blair Morris Director 1.00 0.00 X 0 0 0 Jeanette Florence Director 1.00 0.00 X 0 0 0 JoLee Gudmundson Director 1.00 0.00 X 0 0 0 Margaret Willcox Director 1.00 0.00 X 0 0 0 Elizabeth E Summers Finance & Operations Director 50.00 0.00 X 119160 0 6540 Christopher Hinchey Head of School 50.00 0.00 X 237396 0 42204 George Scouten Upper School Head 50.00 0.00 X 110000 0 37170 466556 85914 3 false true false Flik Compass Group Po Box 417632 Boston MA 022417932 Food Services 464588 Signature Tennis Courts Inc 1025 Rose Creek Drive Woodstock GA 30189 Tennis Courts 288442 2 564628 564628 Other Programs 1044757 1044757 Student Activities 42519 42519 Student Services 922755 922755 Tuition 12625325 12625325 14635356 365722 365722 0 0 0 2807099 2507730 299369 299369 299369 199479 64544 134935 0 0 Other Income 15097 15097 15097 16015107 15315544 0 2546953 2546953 0 0 578470 416498 161972 0 6749926 4861362 1888564 236212 170073 66139 469943 338359 131584 521656 375592 146064 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 232765 232765 0 753360 753360 0 Operational Supplies 654680 642943 9870 1867 Professional Services 591267 289499 288559 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Part X : FIN48 Footnote The School is a non-profit organization, which is exempt from income taxes under Internal Revenue Code Section 501(c) (3) and is subject to federal and state income tax only on net unrelated business income. Management is not aware of any transactions which would jeopardize their tax-exempt status.Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the School and recognize a tax liability (or asset) if the School has taken an uncertain position that more likely than not would not be substantiated upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the School and has concluded that as of June 30, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The School is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for fiscal years prior to 2015. U.S. state jurisdictions have statutes of limitations that generally range from three to five years. true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race X false Auction 199479 199479 6065 2889 7594 1050 46946 199479 199479 6065 2889 7594 1050 46946 64544 134935 false 0 0 Financial Aid 267 2546953 X X X X X X false false false false false false false false false false Christopher Hinchey Head of School 215000 22396 11125 31079 279600 Form 990, Part VI, Line 11b: Form 990 Review Process The underlying financial information supporting the Form 990 was previously considered when the Board was presented the annual audited financial statements. Once completed, a copy of the Form 990 is made available at the next Board Meeting for discussion purposes. In addition, the Form 990 is posted to Guidestar in its entirety. Board Members are encouraged to examine the Form 990 in detail and to contact management at school with any questions.A draft of the Form 990 is provided to the organization for review before the return is finalized. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Heathwood Hall annually provides its trustees with the school's conflict of interest policy and asks them to return a signed form disclosing anything they believe could be a conflict of interest. If there are any potential conflicts disclosed, they are reviewed by the audit committee. School personnel also monitor invoices, contracts, etc. for possible transactions between the school and trustees or their companies. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The Board of Trustees reviewed national, regional and state-wide salary and benefit comparisons when setting compensation for the Head of School. Compensation is based on the requirements of the position and experience level of the position holder. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The Head of the School has the responsibility of setting the compensation for the school's employees. When examining the compensation for key employees, the Head of the School looks at national, regional and state-wide data for comparison. In addition, for similarly situated schools, he uses the 990 information that is publicly available on Guidestar. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The organization makes its governing documents, conflict of interest policy, and financial statements available to the public through multiple outlets. Form 990, Part V, Line 1c - Reportable Payments The organization had no reportable payments to a vendor requiring compliance with backup withholding rules, nor did they provide any reportable gaming, gambling, or winnings to a prize winner during the calendar year. The Foundation for Heathwood Hall 3000 South Beltline Boulevard Columbia SC 29201 Support SC 501(c)(3) 11 - III-FI NA false false false false false false false false false false false false false false false false false false false false Transactions with the Foundation of Heathwood Hall, Inc. The School and The Foundation of Heathwood Hall, Inc. (the "Foundation") entered into an agreement at the inception of the School in which the Foundation will be the owner of the property in which the School operates. The School and Foundation entered into a lease effective June 23, 1998 until August 31, 2033 with the primary terms that the School is responsible for all upfits and maintenance. At the conclusion of the original lease term, the lease shall automatically renew on a month to month basis on the same conditions of the original agreement unless notice is given thirty days in advance. Terms of the lease are that the School is responsible for making all payments on outstanding debt on the Foundation's property. The Foundation's primary objective is the review of the investment policies of the School. The Foundation has no related financial activity for the years ending June 30, 2018 and June 30, 2017.