2017-11-08T10:55:46-08:00 2017-06-30 The Hobbs Group PA 1704 Laurel Street Columbia SC 29201 990 2016-07-01 570358065 Heathwood Hall Episcopal School HEAT 8037652309 3000 South Beltline Boulevard Columbia SC 29201 Elizabeth E Summers Finance & Operations 2017-11-07 true Will Stevens CPA P01208094 8037990555 2016 2021-01-29 14:40:06Z Chris Hinchey 17996680 false false X www.heathwood.org X 1951 SC Heathwood Hall is an independent coeducational college preparatory day school with a strong Episcopal heritage of stewardship, inclusivity and respect for the dignity of every human being and all creation. 22 22 278 350 0 684421 893452 12640847 13205709 186841 871260 101726 112601 13613835 15083022 2098730 2125777 0 7821783 8156267 0 89018 3835776 4001456 13756289 14283500 -142454 799522 32605364 33592457 16447469 16495647 16157895 17096810 Heathwood Hall is an independent coeducational college preparatory day school with a strong Episcopal heritage of stewardship, inclusivity and respect for the dignity of every human being and all creation. false false 11164692 2125777 13205709 Operation of school educational facility and ancillary functions for grades K-2 through 12. 11164692 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 false true X 55 0 true 278 true false false false false false false false false 0 false false false false false false false false false false X 22 22 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 John Moorman 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 Ray Tanner 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 Margaret Willcox Director 1.00 0.00 X 0 0 0 Elizabeth E Summers Finance & Operations Director 50.00 0.00 X 116505 0 6394 Christopher Hinchey Head of School 50.00 0.00 X 207663 0 39396 George Scouten Upper School Head 50.00 0.00 X 103500 0 35867 427668 81657 3 false true false Flik Compass Group Po Box 417632 Boston MA 022417932 Food Services 538587 Buchanan Construction Services Inc PO Box 6782 Columbia SC 29260 Lower Gym Weight Rm 240618 2 871352 22100 893452 Other Programs 953474 953474 Student Activities 39607 39607 Student Services 830338 830338 Tuition 11382290 11382290 13205709 283861 283861 0 0 0 3429573 2842174 587399 587399 587399 169913 22100 71484 98429 0 0 Other Income 14172 14172 14172 15083022 14091141 0 2125777 2125777 0 0 527458 380979 146479 0 6470916 4673901 1797015 225494 162873 62621 424198 306395 117803 508201 367070 141131 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 199037 199037 0 733432 733432 0 Operational Supplies 614383 604539 7809 2035 Professional Services 530616 257900 260940 11776 Utilities and Telephone 396679 396679 Repair, Maintenance and Rent 348515 344238 4277 1178794 810909 292678 75207 14283500 11164692 3029790 89018 5813874 6319711 0 509025 502962 1861040 1792821 0 0 0 0 0 20756441 8164284 12964426 12592157 7967139 8594804 2939846 3142743 0 0 550014 647259 32605364 33592457 755339 667433 5748429 6232317 9500000 9300000 443701 295897 16447469 16495647 X 10094381 10830344 2683884 2884136 3379630 3382330 16157895 17096810 32605364 33592457 799522 139393 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4550246 2700 526572 200000 29342 4850176 4758874 20312 200000 28940 4550246 4923859 64886 200000 29871 4758874 4407545 1500 751188 200000 36374 4923859 4203027 390712 186194 4407545 0.69740 0.30260 true false false 448504 448504 19584111 7992946 11591165 723826 171338 552488 12592157 3142743 Agency Funds Deposits 246224 Other Prepaid Tuition 49673 295897 X 13096638 139393 -2125777 -1986384 15083022 15083022 12157723 -2125777 -2125777 14283500 14283500 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, 2017 and 2016, 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 2014. 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 192013 22100 169913 20080 200 29578 1550 20076 192013 22100 169913 20080 200 29578 1550 20076 71484 98429 false 0 0 Financial Aid 224 2125777 X X X X X X false false false false false false false false false false Christopher Hinchey Head of School 195000 12663 9750 29646 247059 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 III, Line 1 - Organization Mission Heathwood Hall is an independent coeducational college preparatory day school with a strong Episcopal heritage of stewardship, inclusivity and respect for the dignity of every human being and all creation. We support each of our students, challenging them to balance the highest standards of scholarship, citizenship and servant-leadership. 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. 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.