THE HILL SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE HILL SCHOOL (EIN 23-1352647)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201441349349300904
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T07:49:06-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231144520 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET STREET SUITE 2400 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352647 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HILL SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HILL | NameControl |
| Phone | 6103261000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 E HIGH ST | AddressLine1 |
| City | POTTSTOWN | City |
| State | PA | State |
| ZIP Code | 19464 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ZACHARY G LEHMAN | Name |
| Title | HEADMASTER | Title |
| Phone | 6103261000 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACY CULLEN | Name |
| PTIN | P00974308 | PTIN |
| Phone | 2159798800 | Phone |
| Date Prepared | 2014-05-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ZACHARY G LEHMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 E HIGH ST | AddressLine1 |
| City | POTTSTOWN | City |
| State | PA | State |
| ZIP Code | 19464 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 52997807 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THEHILL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | SECONDARY BOARDING/DAY EDUCATIONAL INSTITUTION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 289 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 716411 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10827955 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9572513 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22250380 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24127949 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4431005 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3966708 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 144789 | OtherRevenuePriorYear |
| Other Revenue Current Year | 180304 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 37654129 | TotalRevenuePriorYear |
| Total Revenue Current Year | 37847474 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5428036 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5874170 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14006144 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14296576 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 32415 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2572747 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12505491 | OtherExpensePriorYear |
| Other Expenses Current Year | 13641194 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 31939671 | TotalExpensesPriorYear |
| Total Expenses Current Year | 33844355 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5714458 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4003119 | RevenuesLessExpensesCY |
| Total Assets BOY | 182908839 | TotalAssetsBOY |
| Total Assets EOY | 197769926 | TotalAssetsEOY |
| Total Liabilities BOY | 40389902 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40906834 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 142518937 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 156863092 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE HILL SCHOOL PREPARES STUDENTS FROM ACROSS THE UNITED STATES AND AROUND THE WORLD FOR EXCELLENCE IN COLLEGE, CAREERS, AND LIFE. AS NOTED IN THE STRATEGIC PLAN 2007-2012: "THE HILL SCHOOL PREPARES YOUNG MEN AND WOMEN FOR COLLEGE, CAREERS AND LIFE. IN A VIGOROUS, DIVERSE, YET STRUCTURED RESIDENTIAL COMMUNITY, WE CHALLENGE OUR YOUNG PEOPLE THROUGH A TRADITIONAL LIBERAL ARTS CURRICULUM TO LIVE, LEARN, AND LEAD; TO FULFILL THEMSELVES; AND TO SERVE THE COMMON GOOD. THUS, WE SEEK EXCELLENCE IN OUR UNIQUE WAY, EXHORTING STUDENTS TO STRIVE ALWAYS FOR 'WHATSOEVER THINGS ARE TRUE.'" | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 24914181 | Expense |
| Grants | 5874170 | Grants |
| Revenue | 24127949 | Revenue |
| Description | THE HILL SCHOOL PROVIDES A CHALLENGING CURRICULUM TO ITS 512 STUDENTS EMPHASIZING CRITICAL THINKING AND WRITING. A TOTAL OF 24 ADVANCED PLACEMENT COURSES WERE OFFERED AS WELL AS AN ARRAY OF HONORS CLASSES AND INDEPENDENT STUDIES. IN 2013, 191 STUDENTS TOOK 411 ADVANCED PLACEMENT EXAMS. HILL STUDENTS ARE ACTIVE IN ATHLETICS, THE ARTS, STUDENT-RUN ORGANIZATIONS AND COMMUNITY SERVICE. HILL STUDENTS ARE DRAWN FROM 29 STATES AND 25 FOREIGN COUNTRIES. THE TYPICAL CLASS SIZE IS 12-14 STUDENTS WITH A STUDENT/TEACHER RATIO OF 7:1. | Description |
| Total Program Service Expense | 24914181 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 105 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 289 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD SILVERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6103261000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE HILL SCHOOL 717 E HIGH STREET | AddressLine1 |
| City | POTTSTOWN | City |
| State | PA | State |
| ZIP Code | 19464 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| THOMAS MCN MILLHISER | ||||||||
| CHAIRMAN | 10.00 | X | X | 0 | 0 | 0 | ||
| PRESTON G ATHEY | ||||||||
| VICE CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 | ||
| JAY S BERMAN | ||||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |||
| DOUGLAS J BOUQUARD III | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| WALTER L BOYER | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| OMAR AS BROWN | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| D SCOTT DETAR JR | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| DR H LANDIS GABEL | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| KEITH B GEESLIN | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| MICHELLE A GYVES | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| PETER G HUMPHREY | ||||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |||
| GEORGE O KNAPP III | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| DAVID LEINBACH | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JEANNE MCANANEY | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JAMES P O'MEALIA | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| SUNG-BIN PARK | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JOHN PFLIEGER JR | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| GEOFFREY A RICHARDS | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| ELIZABETH B RUFE | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| ANDREW D SOUSSLOFF | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| ERIC F TRUMP | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| MARSHALL F WALLACH | ||||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | |||
| DANIEL W WHALEN | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| HANS S MAENTZ | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| DONALD D SILVERSON | ||||||||
| TREASURER & CFO | 40.00 | X | 183639 | 0 | 80158 | |||
| ZACHARY LEHMAN | ||||||||
| HEADMASTER | 40.00 | X | 111075 | 0 | 63539 | |||
| THOMAS ECCLESTON IV | ||||||||
| ASST. HEADMASTER FOR ENROLLMENT MGT | 40.00 | 110747 | 0 | 68801 | X | |||
| WILLIAM ROBERTSON | ||||||||
| DIRECTOR OF ALUMNI RELATIONS | 40.00 | 106235 | 0 | 67043 | X | |||
| CHRISTIAN P SOCKEL | ||||||||
| DIRECTOR CAPITAL GIVING | 40.00 | 148270 | 0 | 26627 | X | |||
| CRAIG C ALLEN | ||||||||
| DIRECTOR COLLEGE ADVISING | 40.00 | 105342 | 0 | 114174 | X | |||
| DAVID R DOUGHERTY | ||||||||
| FORMER HEADMASTER | 40.00 | 240173 | 0 | 41874 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1005481 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 462216 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WHOLSEN CONSTRUCTION COMPANY | |||||
| PO BOX 4612 | LANCASTER | PA | 17604 | CONSTRUCTION | 2194127 |
| SODEXO | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15219 | FOOD SERVICE | 2129529 |
| MOONLIGHT OFFICE CLEANERS | |||||
| 1289 LAURELWOOD ROAD | POTTSTOWN | PA | 19465 | CLEANING SERVICE | 466283 |
| CLAUDE A REINHART | |||||
| 271 DIAMOND STREET | POTTSTOWN | PA | 19464 | PAINTING CONTRACTOR | 230098 |
| REGAN ASSOCIATES LLC | |||||
| PO BOX 1884 | HERNDON | VA | 20172 | CONSTRUCTION MANAGER | 138000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 9572513 | AllOtherContributions |
| Noncash Contributions | 1362620 | NoncashContributions |
| Total Contributions | 9572513 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | 23411538 | 23411538 | |
| SUMMER ATHLETIC CAMPS | 713990 | 609278 | 609278 | |
| USE OF FACILITIES | 713990 | 107133 | 107133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24127949 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1450499 | TotalRevenueColumn |
| Exclusion | $1,450,499 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17497648 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14981439 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2516209 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2516209 | TotalRevenueColumn |
| Exclusion | $2,516,209 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 156825 | GrossSalesOfInventory |
| Cost Of Goods Sold | 168894 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -12069 | TotalRevenueColumn |
| Related Or Exempt Function Income | -12069 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | 159162 | 159162 |
| STUDENT BUS TRIPS | 900099 | 27461 | 27461 |
| VENDING INCOME | 900099 | 5750 | 5750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 192373 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37847474 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23591842 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 716411 | UnrelatedBusinessRevenue |
| Exclusion | $3,966,708 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5874170 | Total |
| Program Services | 5874170 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 590652 | Total |
| Program Services | 80881 | ProgramServices |
| Management And General | 428890 | ManagementAndGeneral |
| Fundraising | 80881 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10445372 | Total |
| Program Services | 7061363 | ProgramServices |
| Management And General | 2342962 | ManagementAndGeneral |
| Fundraising | 1041047 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 899408 | Total |
| Program Services | 609461 | ProgramServices |
| Management And General | 199277 | ManagementAndGeneral |
| Fundraising | 90670 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1627088 | Total |
| Program Services | 1130533 | ProgramServices |
| Management And General | 338125 | ManagementAndGeneral |
| Fundraising | 158430 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 734056 | Total |
| Program Services | 480742 | ProgramServices |
| Management And General | 179109 | ManagementAndGeneral |
| Fundraising | 74205 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88637 | Total |
| Management And General | 88637 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32000 | Total |
| Management And General | 32000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32415 | Total |
| Fundraising | 32415 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 549867 | Total |
| Management And General | 549867 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206918 | Total |
| Management And General | 81944 | ManagementAndGeneral |
| Fundraising | 124974 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78351 | Total |
| Management And General | 29693 | ManagementAndGeneral |
| Fundraising | 48658 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 825077 | Total |
| Management And General | 516611 | ManagementAndGeneral |
| Fundraising | 308466 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83272 | Total |
| Fundraising | 83272 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1343372 | Total |
| Program Services | 1107872 | ProgramServices |
| Management And General | 216932 | ManagementAndGeneral |
| Fundraising | 18568 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372450 | Total |
| Management And General | 138908 | ManagementAndGeneral |
| Fundraising | 233542 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1249026 | Total |
| Program Services | 1117879 | ProgramServices |
| Management And General | 112412 | ManagementAndGeneral |
| Fundraising | 18735 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2155354 | Total |
| Program Services | 1929042 | ProgramServices |
| Management And General | 193982 | ManagementAndGeneral |
| Fundraising | 32330 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497688 | Total |
| Management And General | 497688 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 1615870 | 1615870 | ||
| INSTRUCTIONAL | 1375303 | 1375303 | ||
| REPAIRS & MAINTENANCE | 1175278 | 1051874 | 105775 | 17629 |
| AUTO-GROUNDS-HOUSEKEEPI | 662879 | 593277 | 59659 | 9943 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1329852 | Total |
| Program Services | 885914 | ProgramServices |
| Management And General | 244956 | ManagementAndGeneral |
| Fundraising | 198982 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33844355 | Total |
| Program Services | 24914181 | ProgramServices |
| Management And General | 6357427 | ManagementAndGeneral |
| Fundraising | 2572747 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142821 | BOY |
| EOY | 162895 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9831628 | BOY |
| EOY | 8522840 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3935684 | BOY |
| EOY | 4486256 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170910 | BOY |
| EOY | 137589 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1227 | BOY |
| EOY | 366 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136589 | BOY |
| EOY | 112261 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 346278 | BOY |
| EOY | 435750 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 72595461 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19512715 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48384075 | BOY |
| EOY | 53082746 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76948702 | BOY |
| EOY | 79524472 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41836168 | BOY |
| EOY | 50081279 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1174757 | BOY |
| EOY | 1223472 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182908839 | BOY |
| EOY | 197769926 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3715115 | BOY |
| EOY | 3855020 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 286246 | BOY |
| EOY | 275005 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32778580 | BOY |
| EOY | 32778580 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3609961 | BOY |
| EOY | 3998229 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40389902 | BOY |
| EOY | 40906834 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47552931 | BOY |
| EOY | 59179093 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54111026 | BOY |
| EOY | 56151267 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40854980 | BOY |
| EOY | 41532732 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142518937 | BOY |
| EOY | 156863092 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182908839 | BOY |
| EOY | 197769926 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4003119 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 10557828 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -216792 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 119157555 | BeginningOfYearBalance |
| Contributions | 836356 | Contributions |
| Investment Earnings Or Losses | 13954741 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1296885 | GrantsOrScholarships |
| Other Expenditures | 4397644 | OtherExpenditures |
| End Of Year Balance | 128254123 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 120353719 | BeginningOfYearBalance |
| Contributions | 4761258 | Contributions |
| Investment Earnings Or Losses | -423077 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1266907 | GrantsOrScholarships |
| Other Expenditures | 4267438 | OtherExpenditures |
| End Of Year Balance | 119157555 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100279696 | BeginningOfYearBalance |
| Contributions | 2577432 | Contributions |
| Investment Earnings Or Losses | 23506521 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1392339 | GrantsOrScholarships |
| Other Expenditures | 4617321 | OtherExpenditures |
| End Of Year Balance | 120353989 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 91228034 | BeginningOfYearBalance |
| Contributions | 2512965 | Contributions |
| Investment Earnings Or Losses | 13738890 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1526966 | GrantsOrScholarships |
| Other Expenditures | 5673227 | OtherExpenditures |
| End Of Year Balance | 100279696 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 124395857 | BeginningOfYearBalance |
| Contributions | 2712974 | Contributions |
| Investment Earnings Or Losses | -29280698 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1551042 | GrantsOrScholarships |
| Other Expenditures | 5049057 | OtherExpenditures |
| End Of Year Balance | 91228034 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.29700 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.31820 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.38480 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1181966 | OtherCostOrOtherBasis |
| Book Value | 1181966 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62611281 | OtherCostOrOtherBasis |
| Depreciation | 17865133 | Depreciation |
| Book Value | 44746148 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1147684 | OtherCostOrOtherBasis |
| Depreciation | 409252 | Depreciation |
| Book Value | 738432 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2717285 | OtherCostOrOtherBasis |
| Depreciation | 1238330 | Depreciation |
| Book Value | 1478955 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4937245 | OtherCostOrOtherBasis |
| Book Value | 4937245 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 53082746 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIVATE EQUITY AND REAL ESTATE PARTNERSHIPS | Description |
| Book Value | 50081279 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 50081279 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED BOND PREMIUM | $898,468 |
| DEPOSITS AND ADVANCED TUITION | $2,967,622 |
| CAPITAL LEASE OBLIGATION | $132,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3998229 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 42150159 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 10557828 | NetUnrealizedGainsInvestments |
| Other Revenues | 168894 | OtherRevenues |
| Revenue Not Rptd F990 | 10726722 | RevenueNotRptdF990 |
| Revenue Subtotal | 31423437 | RevenueSubtotal |
| Investment Expenses Not Included | 549867 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 5874170 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 6424037 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 37847474 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27589212 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 168894 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 168894 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27420318 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 549867 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 5874170 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 6424037 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 33844355 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE SCHOOL MAINTAINS THREE COLLECTIONS; N.C. WYETH PAINTINGS, DUCK STAMPS AND AUDUBON PRINTS. THESE ARE ALL DISPLAYED FOR THE EDUCATION OF OUR STUDENTS. THE WYETH PAINTINGS DEPICT HISTORICAL BATTLES THAT SHAPED U.S. HISTORY. THE DUCK STAMPS AND AUDUBON PRINTS ARE VISUAL AIDS FOR THE STUDENTS STUDYING BIRDS. | |
| PART X, LINE 2: | MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (JUNE 30, 2010 - JUNE 30, 2012) OR EXPECTED TO BE TAKEN IN THE SCHOOL'S TAX RETURN FOR THE YEAR ENDED JUNE 30, 2013 AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COST OF GOODS SOLD - BOOKSTORE 168,894. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 5,874,170. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD - BOOKSTORE 168,894. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 5,874,170. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | IN 2012-2013, THE HILL SCHOOL'S STUDENT BODY OF 383 BOARDING STUDENTS AND 129 DAY STUDENTS WAS DRAWN FROM 29 STATES, AND 25 FOREIGN COUNTRIES. THE SCHOOL HAS ALWAYS HAD A NON-DISCRIMINATORY POLICY, WHICH HAS BEEN APPROVED BY THE BOARD OF TRUSTEES, AND THIS POLICY IS STATED IN ALL OF THE MAJOR SCHOOL PUBLICATIONS. THE STUDENT BODY CONSISTS OF AFRICAN-AMERICANS AND OTHER STUDENTS FROM RACIAL MINORITY GROUPS AS WELL AS NATIVE STUDENTS FROM AUSTRALIA, BOTSWANA, CANADA, CHINA, ENGLAND, HONG KONG, JAPAN, MEXICO, POLAND, RUSSIA, SINGAPORE, SOUTH AFRICA, SOUTH KOREA, SPAIN, SWEDEN, THAILAND, TURKEY AND VIETNAM. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WALL STREET WEST | AddressLine1 |
| City | LYNDHURST | City |
| State | NJ | State |
| ZIP Code | 07071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTANTS | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 32415 | AmountRetainedByContractor |
| Net To Organization | -32415 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 32415 | TotalRetainedByContractors |
| Total Net To Organization | -32415 | TotalNetToOrganization |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 209 | NumberOfRecipients |
| Amount Of Cash Grant | 5874170 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FINANCIAL AID COMMITTEE REVIEWS APPLICATIONS FOR AID SUBMITTED THROUGH SSS OF PRINCETON, COPIES OF PARENT'S FEDERAL TAX RETURNS AND ANY OTHER INFORMATION OFFERED BY THE APPLICANTS. ALL RECORDS ARE MAINTAINED BY THE DIRECTOR OF FINANCIAL AID. AID IS AWARDED BASED ON THE NEED AS DETERMINED BY THE SSS CALCULATIONS. ALL FINANCIAL AID THAT IS AWARDED IS CREDITED TO THE TUITION BILLING FOR THE STUDENT. ALL AID IS USED TO REDUCE THE TUITION PAYABLE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD D SILVERSON | ||||||||||||||
| TREASURER & CFO | 172235 | 0 | 0 | 0 | 11404 | 0 | 20908 | 0 | 59250 | 0 | 263797 | 0 | 0 | 0 |
| ZACHARY LEHMAN | ||||||||||||||
| HEADMASTER | 99793 | 0 | 0 | 0 | 11282 | 0 | 8050 | 0 | 55489 | 0 | 174614 | 0 | 0 | 0 |
| THOMAS ECCLESTON IV | ||||||||||||||
| ASST. HEADMASTER FOR ENROLLMENT MGT | 107288 | 0 | 0 | 0 | 3459 | 0 | 14989 | 0 | 53812 | 0 | 179548 | 0 | 0 | 0 |
| WILLIAM ROBERTSON | ||||||||||||||
| DIRECTOR OF ALUMNI RELATIONS | 102819 | 0 | 0 | 0 | 3416 | 0 | 5693 | 0 | 61350 | 0 | 173278 | 0 | 0 | 0 |
| CHRISTIAN P SOCKEL | ||||||||||||||
| DIRECTOR CAPITAL GIVING | 131270 | 0 | 0 | 0 | 17000 | 0 | 12704 | 0 | 13923 | 0 | 174897 | 0 | 0 | 0 |
| CRAIG C ALLEN | ||||||||||||||
| DIRECTOR COLLEGE ADVISING | 101885 | 0 | 0 | 0 | 3457 | 0 | 14979 | 0 | 99195 | 0 | 219516 | 0 | 0 | 0 |
| DAVID R DOUGHERTY | ||||||||||||||
| FORMER HEADMASTER | 219519 | 0 | 0 | 0 | 20654 | 0 | 18220 | 0 | 23654 | 0 | 282047 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | THE SCHOOL'S FACULTY ARE REQUIRED TO ACCEPT THE HOUSING PROVIDED AS A CONDITION OF THEIR EMPLOYMENT. ALL TEACHING AND THE MAJORITY OF THE ADMINISTRATIVE FACULTY RECEIVE THIS BENEFIT. ALL OF THE EMPLOYEES LISTED ON SCHEDULE J RECEIVE THIS HOUSING BENEFIT. NONE OF THIS BENEFIT IS CONSIDERED TAXABLE INCOME TO THE EMPLOYEES. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing | CUSIP NumberCUSIPNumber |
|---|---|---|---|---|---|---|---|---|
| MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| A | 232245125 | 2005-06-16 | 20845000 | ADVANCED REFUNDING | 0 | 0 | 0 | |
| MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY | ||||||||
| B | 232447147 | 2011-06-01 | 4933580 | CURRENT REFUNDING | 0 | 0 | 0 | |
| POTTSTOWN BOROUGH AUTHORITY | ||||||||
| C | 232475279 | 2013-05-01 | 7000000 | CURRENT REFUNDING | 0 | 0 | 0 | 738287AA9 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|
| A | 22307442 | 21709754 | 597688 | 0 | 1 | 1 | 1 | |
| B | 4933580 | 63678 | 1 | 0 | 1 | 1 | 4869902 | |
| C | 7000000 | 154700 | 1 | 0 | 1 | 1 | 6845300 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|
| A | 1 | 0 | 0 | 0 | 0 | 0 |
| B | 1 | 1 | 0 | 0 | 0 | 0 |
| C | 1 | 1 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | BOARD MEMBER | NameOfInterestedPerson |
| Relationship With Organization | RELATIVE OF BOARD MEMBER RECEIVES FINANCIAL AID | RelationshipWithOrganization |
| Amount Of Grant | 8220 | AmountOfGrant |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAY BERMAN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 13020 | AmountOfTransaction |
| Description Of Transaction | SERVED AS VICE PRESIDENT OF EXPRESS DATA SYSTEMS, THE COMPANY THAT HANDLES THE SCHOOL'S PAYROLL PROCESSING. MR. BERMAN'S DAUGHTER IS THE PRESIDENT OF THE COMPANY. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 56 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1362620 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE SCHOOL UTILIZES THE SERVICES OF A DISCOUNT BROKER TO SELL ALL SECURITIES RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND THEN IS REVIEWED BY THE OFFICERS. IT IS THEN GIVEN TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSISTANT SECRETARY SENDS A SURVEY TO ALL SENIOR STAFF AND TRUSTEES EVERY MAY. SHE IS RESPONSIBLE FOR MAKING SURE ALL REQUIRED PERSONS RETURN THE SURVEY. ALL POTENTIAL CONFLICTS NOTED IN THE SURVEY RESPONSES ARE THEN FORWARDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. ANY INTERESTED TRUSTEE WILL RECUSE HIM/HERSELF WHEN CASES ARE BROUGHT TO THE ENTIRE BOARD FOR APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SCHOOL COLLECTS SALARY INFORMATION FROM A GROUP OF 40 BOARDING SCHOOLS FOR ALL KEY EMPLOYEE POSITIONS. THIS INFORMATION IS REVIEWED BY A COMMITTEE OF THE BOARD OF TRUSTEES FOR SETTING THE HEADMASTER'S SALARY. THE HEADMASTER USES THIS INFORMATION IN SETTING THE SALARIES FOR THE REST OF THE SCHOOL EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 9: | ACTUARIAL LOSS ON ANNUITY OBLIGATIONS AND LIFE INCOME FUNDS -216,792. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE PROCESS BY WHICH THE ORGANIZATION APPOINTS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |