HERITAGE HALL SCHOOL INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE HALL SCHOOL INC (EIN 73-0783395)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-05
- IRS object ID
- 201530649349300628
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-05T16:28:47-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731022251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730783395 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE HALL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 4057516797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 NW 122ND STREET | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73120 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN ELKINS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4057516797 | PhoneNum |
| Signature | 2015-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY COLLINS | PreparerPersonNm |
| PTIN | P00044119 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2015-02-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WARREN ELKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 NW 122ND STREET | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,598,482 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HERITAGEHALL.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | NONPROFIT PRIVATE EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 264 | TotalEmployeeCnt |
| Total Volunteers | 165 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $741,664 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,584,307 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,756,259 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,993,654 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,669 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,521 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,518,592 | PYTotalRevenueAmt |
| CY Total Revenue | $14,598,482 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,945,339 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,240,406 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $465,823 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,205,086 | PYOtherExpensesAmt |
| CY Other Expenses | $5,154,949 | CYOtherExpensesAmt |
| PY Total Expenses | $14,150,425 | PYTotalExpensesAmt |
| CY Total Expenses | $14,395,355 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$631,833 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $203,127 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,874,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,591,773 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,811,992 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,237,509 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,062,314 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,354,264 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NONPROFIT PRIVATE EDUCATION | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,124,849 | ExpenseAmt |
| Desc | INSTRUCTION AND SUPPLIES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,766,541 | ExpenseAmt |
| Desc | STUDENT ACTIVITIES AND OTHER EDUCATIONAL PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,891,390 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 264 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | true | Form8899Filedind |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN ELKINS | PersonNm |
| Phone | 4057516797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 NW 122ND STREET | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARK ALLEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLAN BROOKS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT BROWN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB DACE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RAY COHLMIA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE COLLISON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK EPHRAIM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK HANSING | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL BONDURANT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID RAINBOLT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KENNEDY | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CANDACE WILLIAMS LISLE | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLEY MEACHAM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN TRAUSCHKE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM MORGAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF OAKLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA KERR OGLE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB PORTMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL MYERS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY CROWLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET MCLAIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM MCLAUGHLIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRYL ZERBY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REVAN MCQUEEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GUY A BRAMBLE | |||||||
| HEADMASTER | 60.00 | $248,120 | $0 | $27,583 | Yes (X) | ||
| NICK CARTER | |||||||
| ASSISTANT HE | 50.00 | $132,500 | $0 | $0 | Yes (X) | ||
| JOHN HILLIS | |||||||
| VP INST ADVA | 50.00 | $126,500 | $0 | $0 | Yes (X) | ||
| WARREN K ELKINS | |||||||
| CFO | 50.00 | $126,400 | $0 | $0 | Yes (X) | ||
| RODNEY K WARNER | |||||||
| ATHLETIC DIR | 50.00 | $104,250 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $737,770 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $27,583 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HO JANITORIAL SERVICE | |||||
| PO BOX 20971 | OKLAHOMA CITY | OK | 73156 | JANITORIAL | $285,155 |
| C SCOTT COMPANY LC | |||||
| 3005 KENT DR | OKLAHOMA CITY | OK | 73120 | SECURITY | $136,771 |
| NORTHWEST LAWN MAINTENANCE | |||||
| PO BOX 7675 | EDMOND | OK | 73083 | $112,682 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,584,307 | AllOtherContributionsAmt |
| Total Contributions | $1,584,307 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| TUITION & FEES | 611600 | $12,219,669 | $12,219,669 | |
| OTHER PROGRAM REVENUE | 611600 | $437,027 | $437,027 | |
| SUMMER SCHOOL | 611600 | $178,207 | $178,207 | |
| CHARGER KID CARE | 611600 | $95,295 | $95,295 | |
| STUDENT ACTIVITIES | 611600 | $63,456 | $63,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,993,654 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,564 | TotalRevenueColumnAmt |
| Exclusion | $18,564 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,957 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,957 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,957 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,598,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,900,316 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $113,859 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,120 | TotalAmt |
| Program Services | $208,767 | ProgramServicesAmt |
| Management And General | $27,525 | ManagementAndGeneralAmt |
| Fundraising | $11,828 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,040,934 | TotalAmt |
| Program Services | $5,924,217 | ProgramServicesAmt |
| Management And General | $781,086 | ManagementAndGeneralAmt |
| Fundraising | $335,631 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,368,078 | TotalAmt |
| Program Services | $1,128,205 | ProgramServicesAmt |
| Management And General | $199,095 | ManagementAndGeneralAmt |
| Fundraising | $40,778 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,274 | TotalAmt |
| Program Services | $473,189 | ProgramServicesAmt |
| Management And General | $83,504 | ManagementAndGeneralAmt |
| Fundraising | $26,581 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,900 | TotalAmt |
| Management And General | $35,900 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,552 | TotalAmt |
| Management And General | $28,552 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,164 | TotalAmt |
| Program Services | $203,373 | ProgramServicesAmt |
| Management And General | $67,791 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,221 | TotalAmt |
| Program Services | $4,221 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,586 | TotalAmt |
| Program Services | $17,586 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,455,378 | TotalAmt |
| Program Services | $1,455,378 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DEPARTMENTAL EXPENDITURES | $1,551,689 | $1,551,689 | |
| PLANT OP & MAINTENANCE | $605,322 | $453,991 | $151,331 |
| ADMINISTRATION | $317,801 | $317,801 | |
| SUPPLIES | $315,599 | $217,777 | $97,822 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,737 | TotalAmt |
| Program Services | $252,997 | ProgramServicesAmt |
| Management And General | $247,735 | ManagementAndGeneralAmt |
| Fundraising | $51,005 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,395,355 | TotalAmt |
| Program Services | $11,891,390 | ProgramServicesAmt |
| Management And General | $2,038,142 | ManagementAndGeneralAmt |
| Fundraising | $465,823 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,321,778 | BOYAmt |
| EOY | $3,076,610 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500,000 | BOYAmt |
| EOY | $3,200,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,330 | BOYAmt |
| EOY | $13,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,030 | BOYAmt |
| EOY | $44,308 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,980 | BOYAmt |
| EOY | $308,299 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,827 | BOYAmt |
| EOY | $2,685 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,737 | BOYAmt |
| EOY | $150,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,037,282 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,960,765 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,872,628 | BOYAmt |
| EOY | $20,076,517 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,996 | BOYAmt |
| EOY | $719,328 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,874,306 | BOYAmt |
| EOY | $27,591,773 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,618,629 | BOYAmt |
| EOY | $1,072,839 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $939,286 | BOYAmt |
| EOY | $934,192 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,077 | BOYAmt |
| EOY | $230,478 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,811,992 | BOYAmt |
| EOY | $2,237,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,846,176 | BOYAmt |
| EOY | $22,371,178 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,488,631 | BOYAmt |
| EOY | $2,121,270 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,507 | BOYAmt |
| EOY | $861,816 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,062,314 | BOYAmt |
| EOY | $25,354,264 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,874,306 | BOYAmt |
| EOY | $27,591,773 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $203,127 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $88,823 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $985,920 | BeginningYearBalanceAmt |
| Contributions | $135,150 | ContributionsAmt |
| Investment Earnings Or Losses | $88,982 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$38,565 | OtherExpendituresAmt |
| End Year Balance | $1,171,487 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $946,654 | BeginningYearBalanceAmt |
| Contributions | $150 | ContributionsAmt |
| Investment Earnings Or Losses | $146 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$23,130 | OtherExpendituresAmt |
| End Year Balance | $985,920 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $972,004 | BeginningYearBalanceAmt |
| Contributions | $300 | ContributionsAmt |
| Investment Earnings Or Losses | $11,441 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$37,091 | OtherExpendituresAmt |
| End Year Balance | $946,654 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $891,794 | BeginningYearBalanceAmt |
| Contributions | $1,900 | ContributionsAmt |
| Investment Earnings Or Losses | $114,457 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$36,147 | OtherExpendituresAmt |
| End Year Balance | $972,004 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $833,995 | BeginningYearBalanceAmt |
| Contributions | $5,700 | ContributionsAmt |
| Investment Earnings Or Losses | $53,099 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,000 | OtherExpendituresAmt |
| End Year Balance | $891,794 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.73570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,052,047 | OtherCostOrOtherBasisAmt |
| Book Value | $1,052,047 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,247,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,358,987 | DepreciationAmt |
| Book Value | $16,888,995 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,393,059 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,486,837 | DepreciationAmt |
| Book Value | $906,222 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,179,798 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,114,941 | DepreciationAmt |
| Book Value | $1,064,857 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,912,121 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD FOR STUDENT ORGANIZATIONS | Desc |
| Amt | $230,478 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $230,478 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,687,305 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $88,823 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $88,823 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,598,482 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $14,598,482 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,395,355 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $14,395,355 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $14,395,355 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | INTENDED USES FOR THE ENDOWMENT FUNDS ARE TO SUPPORT OPERATIONS AND FACULTY ENRICHMENT. |
| SCHEDULE D, PAGE 3, PART X | THE SCHOOL FOLLOWS ASC 740, WHICH ADDRESSES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO, OR DISCLOSURE IN, THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, LINE 3 | FormAndLineReferenceDesc |
| Explanation | HERITAGE HALL INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARD ITS STUDENTS IN ALL ADVERTISEMENTS AND LITERATURE DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUY A BRAMBLE | PersonNm |
| Title | HEADMASTER | TitleTxt |
| Base Compensation Filing Org | $216,485 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $25,000 | BonusFilingOrganizationAmount |
| Other Compensation Filing Org | $6,635 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $21,649 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $5,934 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $275,703 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | REGARDING DISCRETIONARY SPENDING, GUY A. BRAMBLE HAS DISCRETIONARY SPENDING AUTHORITY. THESE EXPENDITURES ARE REVIEWED AND OUT-OF-POCKET EXPENDITURES ARE REQUIRED TO BE REPORTED IN THE INCOME OF THE EMPLOYEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRYL ZERBY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $44,655 | TransactionAmt |
| Transaction | CONST CONTRACT | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | BOB DACE OTHER TRUSTEES TRUSTEE TRUSTEE BUSINESS RELATIONSHIP DAVID RAINBOLT OTHER TRUSTEES TRUSTEE TRUSTEE BUSINESS RELATIONSHIP REVAN MCQUEEN SEAN TRAUSCHKE TRUSTEE TRUSTEE BUSINESS RELATIONSHIP REVAN MCQUEEN DAVID RAINBOLT TRUSTEE TRUSTEE BUSINESS RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD AND SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUAL WRITTEN DISCLOSURES ARE REQUIRED FROM ALL OFFICERS, DIRECTORS, AND TRUSTEES. THE WRITTEN DISCLOSURES ARE THEN REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR POTENTIAL CONFLCTS AND RESOLUTION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD'S HEAD COMPENSATION COMMITTEE (WHICH IS COMPRISED OF THE CURRENT PRESIDENT, THE IMMEDIATE PAST-PRESIDENT AND THE TREASURER) REVIEWS THE COMPENSATION FOR THE SCHOOL'S HEADMASTER AND MAKES ANNUAL RECOMMENDATIONS TO THE BOARD. IN CONDUCTING THIS REVIEW, THE HEAD COMPENSATION COMMITTEE OBTAINS AND STUDIES COMPARABLE COMPENSATION DATA AND INFORMATION FOR OTHER HEADMASTERS AT PEER INSTITUTIONS, THIS INFORMATION IS GATHERED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND THE INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST. THE BOARD CONSIDERS THE RECOMMENDATION OF THE HEAD COMPENSATION COMMITTEE AS A PART OF ITS ANNUAL PERSONNEL REVIEW OF THE HEADMASTER, AND THE DECISIONS ARE INCLUDED AS TERMS IN A WRITTEN EMPLOYMENT AGREEMENT BETWEEN THE SCHOOL AND THE HEADMASTER WHICH IS CONTEMPORANEOUSLY PREPARED AND EXECUTED. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION FOR ALL OTHER EMPLOYEES OF THE SCHOOL IS SET AND REVIEWED BY THE HEADMASTER AND ADMINISTRATIVE STAFF, INCLUDING THE CHIEF FINANCIAL OFFICER, AND IS ULTIMATELY APPROVED BY THE BOARD GENERALLY AS PART OF THE SCHOOL'S BUDGET. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
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