2014-11-14T14:53:14-06:00 2014-06-30 GRANT THORNTON LLP 8300 THORN DRIVE SUITE 300 WICHITA KS 672262708 990 2013-07-01 751022742 Greenhill School % MELISSA ORTH GREE 9726285400 4141 Spring Valley Road Suite Addison TX 750013683 MELISSA ORTH CHIEF FINANCIAL OFFICER 9726285400 2014-11-15 true KIMBERLY TEMPLE P00669176 9726285400 2013 2015-11-30 17:44:51Z Melissa Orth CFO 4141 Spring Valley Road Addison TX 750013683 52942701 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 1,276 students in grades Pre-K through 12. 40 39 556 439 119339 0 7193344 11274602 31644775 32924039 2619411 2384674 608672 636880 42066202 47220195 4467160 4714109 0 0 22302734 22774757 0 0 1238839 10184182 10532318 36954076 38021184 5112126 9199011 131302587 145693127 45689953 47736873 85612634 97956254 GREENHILL SCHOOL PROVIDES A RIGOROUS COLLEGE PREPARATORY CURRICULUM THAT INVOLVES THE INTEGRATION OF ACADEMIC, ARTISTIC, ATHLETIC, AND SOCIAL SERVICE IN A POSITIVE AND OPEN ATMOSPHERE. false false 29488256 4714109 32765018 During the fiscal year ended June 30, 2014, Greenhill School provided quality educational services to approximately 1,276 students in grades Pre-K through 12. 29488256 true true false false false false false true false true true true false false true true true false false false false false false false true false false false true true true false false false false false false true false false false true false false false false false false false false true X 75 1 true 556 true true false true CJ false false false true true false false false false X 40 39 true false false false false false false true true false false true true true true true true true true false AK AR CT DC FL HI IL KY ME MD MA MI MN MS NH NJ NY OR PA SC TN VA WA WV X MELISSA ORTH 9726285400 4141 SPRING VALLEY ROAD Addison TX 750013683 Peter Kraus Board Chair 5.0 X X 0 0 0 Ann Frances Jury Assistant Chair/Secretary 1.0 X X 0 0 0 Holland P Gary Finance Chair/Treasurer 1.0 X X 0 0 0 Debbie Andres Trustee 1.0 X 0 0 0 Aimee B Boone Trustee 1.0 X 0 0 0 John Baxter Brinkmann Trustee 1.0 X 0 0 0 Dani Butowsky Trustee, ex-Officio 1.0 X 0 0 0 Nancy P Carlson Trustee 1.0 X 0 0 0 Christopher I Clark Trustee 1.0 X 0 0 0 Clayton K Deniger Trustee 1.0 X 0 0 0 Angela Adkins Downes Trustee 1.0 X 0 0 0 Gary J Fernandes Trustee 1.0 X 0 0 0 Gail Griswold Trustee 1.0 X 0 0 0 David J Haemisegger Trustee 1.0 X 0 0 0 Joan Hill Ed D Trustee 1.0 X 0 0 0 Thomas Curtis Holmes Jr Trustee 1.0 X 0 0 0 Maria-Cristina Jaramillo Trustee 1.0 X 0 0 0 Preethi Jayaseelan Trustee 1.0 X 0 0 0 Oscar A Joyner Trustee 1.0 X 0 0 0 Rabbi Nancy Kasten Trustee 1.0 X 0 0 0 Jenny Kirtland Trustee 1.0 X 0 0 0 Lester Levy Jr Trustee 1.0 X 0 0 0 Zech Lieberman MD Trustee 1.0 X 0 0 0 E Pierce Marshall Jr Trustee 1.0 X 0 0 0 Laurie Matthews Trustee 1.0 X 0 0 0 Terry Oxford Trustee 1.0 X 0 0 0 Milton Packer MD Trustee 1.0 X 0 0 0 Mark A Platt Trustee, ex-Officio 1.0 X 0 0 0 William E Rose Trustee 1.0 X 0 0 0 Steven Rudner Trustee 1.0 X 0 0 0 Molly Fulton Seeligson Trustee 1.0 X 0 0 0 Patricia Smith Trustee 1.0 X 0 0 0 Mark Solomon Trustee 1.0 X 0 0 0 Bruce Sostek Trustee 1.0 X 0 0 0 Mike Weinberg Trustee 1.0 X 0 0 0 Waverly Ware Wilson Trustee 1.0 X 0 0 0 Neena R Wiora Trustee 1.0 X 0 0 0 Karla Barber Trustee 1.0 X 0 0 0 Manju Menon Trustee 1.0 X 0 0 0 Scott Griggs Head of School 55.0 X X 517990 0 88331 MELISSA ORTH CFO 50.0 X 289079 0 50162 JULIE DIAZ CHIEF ADVANCEMENT OFFICER 50.0 X 196905 0 54398 LAURA ROSS HEAD OF UPPER SCHOOL 50.0 X 160569 0 41237 NATALIA HERNANDEZ HEAD OF ACADEMICS 50.0 X 150300 0 39908 SUSAN PALMER HEAD OF MIDDLE SCHOOL 50.0 X 141900 0 17808 THOMAS PERRYMAN ASSISTANT HEAD OF SCHOOL 50.0 X 157937 0 21915 MICHAEL SIMPSON HEAD OF LOWER SCHOOL 50.0 X 139495 0 86441 1754175 0 400200 21 false true false WeissManfredi Architects LLP 200 Hudson St NEW YORK NY 10013 Architect 2546088 Sage Dining Services Inc 1402 York Rd Ste 100 LUTHERVILLE MD 21093 Food Service 932105 Andres Construction 3710 Rawlings St Ste 1510 DALLAS TX 75219 Construction 866713 GCA Services Group Inc PO Box 676003 DALLAS TX 752676003 Custodial 423033 Techscape Landscape 9800 Brockbranch Dr DALLAS TX 75220 Landscape 234002 9 24800 11249802 570073 11274602 TUITION AND FEES 611110 29732981 29732981 SUMMER PROGRAMS 713990 1131402 1131402 CAFETERIA 722210 870774 870774 EXTENDED DAY 611110 442121 442121 CHILD DEVELOPMENT CENTER 611110 300428 300428 446333 287312 118467 40554 32924039 1723495 1723495 0 0 209961 151599 58362 0 58362 58362 5581650 4920471 661179 661179 661179 496888 24800 400339 96549 96549 0 443945 250097 193848 872 192976 LEASE INCOME 900099 166457 166457 RECOVERY OF UNCOLLECTIBLE PLEDGES 900099 121664 121664 288121 47220195 32765018 119339 3061236 0 4714109 4714109 0 0 0 0 18054458 12715322 4638619 700517 986345 667958 278653 39734 2443282 1707092 675012 61178 1290672 968667 277506 44499 0 19133 19133 69530 69530 0 0 194333 194333 290498 132091 117867 40540 92026 65045 26981 161173 117125 8339 35709 640733 605340 31580 3813 0 1929617 1818172 86949 24496 728411 635983 45792 46636 0 101070 81384 15587 4099 620719 588442 28552 3725 0 2232109 2116040 102677 13392 335225 335225 PRINTING 268375 138270 38873 91232 INSTRUCTION 1504172 1408874 76974 18324 CAFETERIA 907153 907153 OTHER 438041 101189 225907 110945 38021184 29488256 7294089 1238839 X 1251146 2993371 5502581 7540394 11572127 10687233 5202608 5110268 0 0 0 0 0 0 61979 61177 1726701 1505851 70768924 41629490 26409244 29139434 49331084 57654998 29714722 30298808 0 0 0 0 530395 701593 131302587 145693127 2801920 3606459 0 0 27024300 28762149 15333338 14666672 0 0 0 0 0 0 0 0 530395 701593 45689953 47736873 X 65077761 76578505 13584008 14020714 6950865 7357035 85612634 97956254 131302587 145693127 9199011 3144609 X false true X true false X 2946445 8084459 10699137 7193344 11274602 40197987 0 0 2946445 8084459 10699137 7193344 11274602 40197987 9890637 30307350 2033123 1729183 2441010 2015893 1933456 10152665 0 1351275 926972 1042226 1183066 1228954 5732493 56083145 151942227 0.54040 0.00000 X Schedule A, Part I Reason For Public Charity Status Greenhill School is exempt from federal income taxes as an entity organized and operated exclusively for educational purposes. However, for Form 990 purposes, the School has checked the box on Line 7 as an organization that normally receives a substantial part of its support from a governmental unit or from the general public as described in section 170(b)(1)(A)(vi) and completed the required information for Schedule A, Part II, thus allowing them to utilize the Special Rule for contributions reporting on Form 990, Schedule B. reporting on Form 990, Schedule B. Schedule A, Part II, Line 15 The school was not required to complete Schedule A, Part II, in the prior tax year, thus this percentage has been left blank. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187174 X false 47229499 121390 4853585 1119295 846223 50238956 45951428 596943 2991685 2310557 47229499 52894197 624451 938445 8505665 45951428 42189372 6818129 5341327 1454631 52894197 39567739 -10585 3512915 880697 42189372 0.78600 0.14600 0.06800 false false 253345 253345 47227048 24907839 22319209 11322994 10880548 442446 11965537 5841103 6124434 29139434 DEBT SECURITIES 24397316 F ALTERNATIVE INVESTMENTS 5901492 F 30298808 0 NONQUALIFIED DEFERRED COMP, HOS 701593 701593 X 45858058 3144609 -4312413 -1167804 47025862 194333 194333 47220195 33514438 -4312413 -4312413 37826851 194333 194333 38021184 FIN 48 (ASC 740) PART X, LINE 2 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, 2014 and 2013. 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. Reconciliation of Revenue Part XI, Line 2d 2d Financial Aid (4,714,109) COGS 250,097 Rental Expenses 151,599 ---------- (4,312,413) Reconciliation of Expenses Part XII, Line 2d 2d Financial Aid (4,714,109) COGS 250,097 Rental Expenses 151,599 ---------- (4,312,413) 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. Greenhill Gala 521688 24800 496888 3181 129457 135750 131951 0 521688 24800 496888 3181 129457 135750 131951 400339 96549 TX true Financial aid 201 4714109 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 X true true X X X X X false true false false false false false false false Scott Griggs Head of School 440302 0 0 0 77688 0 76139 0 12192 0 606321 0 0 0 MELISSA ORTH CFO 288886 0 193 0 0 0 15300 0 34862 0 339241 0 0 0 JULIE DIAZ CHIEF ADVANCEMENT OFFICER 196712 0 193 0 0 0 9350 0 45048 0 251303 0 0 0 LAURA ROSS HEAD OF UPPER SCHOOL 145588 0 14981 0 0 0 6925 0 34312 0 201806 0 0 0 NATALIA HERNANDEZ HEAD OF ACADEMICS 123982 0 26318 0 0 0 5900 0 34008 0 190208 0 0 0 SUSAN PALMER HEAD OF MIDDLE SCHOOL 141707 0 193 0 0 0 9205 0 8603 0 159708 0 0 0 THOMAS PERRYMAN ASSISTANT HEAD OF SCHOOL 154059 0 3878 0 0 0 10320 0 11595 0 179852 0 0 0 MICHAEL SIMPSON HEAD OF LOWER SCHOOL 138302 0 1193 0 0 0 6575 0 79866 0 225936 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 2013 was $30,000. GROSS-UP PAYMENTS PART I, LINE 1A Some Head of School benefits are grossed-up; amounts are reported as taxable compensation. The amount of gross-up benefits for calendar 2013 was $920. NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B Contributions of $60,000 were made to a 457(f) plan for the Head of School. Individuals did not receive payments in the current year. A Gateway Education Finance Corporation -2004 200805844 2004-03-01 10000000 Construction true false false B GATEWAY EDUCATION FINANCE COMMITTEE - 2005 200805844 2005-01-19 10000000 Construction true false false A 0 0 10000000 0 0 0 0 0 0 10000000 0 0 2005 false false true true B 0 0 10000000 0 0 0 0 0 0 10000000 0 0 2005 false false true true A false false false false 0 false false false false B false false false false 0 false false false false A true false false false false false 0 false 0 false false B true false false false false false 0 false 0 false false A false B false Julie Diaz CFO 44678 Tuit. Remission Tuition Assistance Melissa Orth Chief Advancement Officer 22986 Tuit. Remission Tuition Assistance X 14 2053 FMV X 14702 FMV X 10 317636 FMV X Meals & Entertainment 271 149070 FMV X Jewelry 21 11683 FMV X Trips 23 74929 FMV false true false Executive Committee PART VI, SECTION A, QUESTION 1A Per Section 5 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, QUESTION 2 Mike Weinberg and Nancy Carlson - Business Relationship FORM 990 Review PART VI, SECTION B, QUESTION 11b The draft Forms 990 and 990-T are reviewed and approved by the Audit and Finance Committees prior to filing. The Form 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, QUESTION 12C The conflict of interest policy was originally approved by the board in 2004, and was most recently amended in May 2011. 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 V-A 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. COMPENSATION DETERMINATION Part VI, Section B, Questions 15A and 15B The CEO/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'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's compensations are additionally reviewed each year by the Audit Committee in compliance with Intermediate Sanction regulations. Governing Documents PART VI, SECTION C, QUESTION 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. 990-T Part V, Question 3b The 990-T will be filed at a later date.