2013-11-14T14:13:21-06:00 2013-06-30 Grant Thornton LLP 8300 THORN DRIVE SUITE 300 WICHITA KS 672262708 990 2012-07-01 751022742 Greenhill School % MELISSA ORTH CFO GREE 9726285400 4141 Spring Valley Road Suite Addison TX 750013683 MELISSA ORTH 9726285400 2013-11-12 true Kimberly Temple 2145612300 2012 2016-02-24 21:20:13Z Melissa Orth CFO 4141 Spring Valley Road Addison TX 750013683 42843185 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. 42 42 526 467 112047 0 10699137 7193344 30588222 31644775 2220166 2619411 638569 608672 44146094 42066202 4264003 4467160 0 0 20702487 22302734 0 0 1354741 10337253 10184182 35303743 36954076 8842351 5112126 124531422 131302587 45004323 45689953 79527099 85612634 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 29248609 4467160 31648656 During the fiscal year ended June 30, 2013, Greenhill School provided quality educational services to approximately 1,276 students in grades Pre-K through 12. 29248609 true true false false false false false true false true true true false false true true true false true false false false false false true false false false true true true false false false false false false false false false false true false false false false false false false false true 79 2 true 526 true true true CJ false false false true true false false false false X 42 42 true false false false false false false true true false false true true true true true true true true false X X MELISSA ORTH CFO 9726285400 4141 SPRING VALLEY ROAD Addison TX 750013683 Peter Kraus 1.0 X X 0 0 0 Anne Frances Jury 1.0 X X 0 0 0 T Curtis Holmes 1.0 X X 0 0 0 Debbie Andres 1.0 X 0 0 0 Ellenore Baker 1.0 X 0 0 0 Karla Barber 1.0 X 0 0 0 Barry Barnett 1.0 X 0 0 0 Gilian Lempel Baron 1.0 X 0 0 0 Sandra J Beckert 1.0 X 0 0 0 Aimee B Boone '97 1.0 X 0 0 0 John Baxter Brinkmann 1.0 X 0 0 0 Nancy P Carlson 1.0 X 0 0 0 Clayton K Deniger '86 1.0 X 0 0 0 Gary J Fernandes 1.0 X 0 0 0 Holland P Gary '93 1.0 X 0 0 0 Gail Griswold 1.0 X 0 0 0 David J Haemisegger 1.0 X 0 0 0 Joan Hill EdD 1.0 X 0 0 0 Maria-Cristina Jaramillo 1.0 X 0 0 0 Preethi Jayaseelan 1.0 X 0 0 0 Oscar A Joyner '93 1.0 X 0 0 0 Rabbi Nancy Kasten 1.0 X 0 0 0 Lester Levy Jr '79 1.0 X 0 0 0 Zeck Lieberman MD 1.0 X 0 0 0 Malia Litman 1.0 X 0 0 0 E Pierce Marshall Jr '86 1.0 X 0 0 0 Sandra Kim Moon 1.0 X 0 0 0 Manju Menon 1.0 X 0 0 0 Milton Packer MD 1.0 X 0 0 0 Guillermo Perales 1.0 X 0 0 0 Pam Beck Pluss '81 1.0 X 0 0 0 William E Rose '85 1.0 X 0 0 0 Steven Rudner 1.0 X 0 0 0 Molly Fulton Seeligson '60 1.0 X 0 0 0 Mark Solomon 1.0 X 0 0 0 Bruce Sostek 1.0 X 0 0 0 Mike Weinberg '82 1.0 X 0 0 0 Waverly Ware Wilson '86 1.0 X 0 0 0 Neena R Wiora 1.0 X 0 0 0 Dani Butowsky 1.0 X 0 0 0 Laura M Forson 1.0 X 0 0 0 Mark Platt '87 1.0 X 0 0 0 Scott Griggs 55.0 X 507094 0 86560 Melissa Orth 50.0 X 277340 0 48645 Julie Diaz 45.0 X 186379 0 49090 Thomas Perryman 45.0 X 146049 0 20412 Richard Hall 45.0 X 143016 0 19063 Michael Simpson 50.0 X 127016 0 39351 Michael Legacy 45.0 X 142208 0 13506 Susan Palmer 50.0 X 127626 0 18469 1656728 0 295096 16 false true false Sage Dining Services 1402 York Road Suite 100 LUTHERVILLE MD 21093 Cafeteria 875261 GCA Services Inc PO Box 676033 DALLAS TX 752676003 Custodial 419110 WeissManfredi Architects LLP 200 Hudson St 10th Floor NEW YORK NY 10013 Architect 750203 Supreme Roofing 1355 N Walton Walker Blvd DALLAS TX 75211 Roofing 225093 Techscape 1111 S Sherman St Ste 105 RICHARDSON TX 75081 Groundskeeping 270837 10 94650 7098694 286590 7193344 TUITION AND FEES 611110 28630679 28630679 CAFETERIA 722210 845982 845982 EXTENDED DAY 611110 416536 416536 CHILD DEVELOPMENT CENTER 611110 351161 351161 SUMMER PROGRAMS 713990 988417 988417 412000 259693 111175 41132 31644775 1806638 1806638 0 0 209255 99583 109672 0 109672 109672 812773 812773 812773 812773 673048 94650 401888 271160 271160 0 450184 275512 174672 872 173800 INTEREST INCOME ON N/R 900099 4113 4113 LEASE INCOME 900099 14589 14589 FINE ART TICKETS AND OTHER 711110 31130 31130 3336 3336 53168 42066202 31526934 112047 3233877 0 4467160 4467160 0 0 1111247 872247 239000 0 16736256 12930546 3297138 508572 861561 661287 170335 29939 2348672 1797662 537536 13474 1244998 972647 227857 44494 0 8122 8122 75242 75242 0 0 178366 178366 199960 7120 91009 101831 60553 41788 18765 309046 35149 111432 162465 482612 407230 61121 14261 0 1767311 1704681 39113 23517 534451 429351 40401 64699 0 97219 80952 14721 1546 645788 612282 29630 3876 0 2371106 2247809 109071 14226 286482 286482 PRINTING 302254 156105 52776 93373 INSTRUCTION 1814992 1814992 CAFETERIA 878570 878570 OTHER 172108 3278 129362 39468 36954076 29248609 6350726 1354741 X 601715 1251146 10263216 5502581 11026362 11572127 4954210 5202608 339447 0 0 0 0 0 72271 61979 1209866 1726701 66026527 39617283 26703513 26409244 39976075 49331084 29008896 29714722 0 0 0 0 375851 530395 124531422 131302587 2672020 2801920 0 0 25916448 27024300 16000004 15333338 0 0 0 0 0 0 0 0 415851 530395 45004323 45689953 X 60559293 65077761 12479843 13584008 6487963 6950865 79527099 85612634 124531422 131302587 X 5112126 851637 121772 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 187174 X false 45951428 596943 2991685 2310557 47229499 52894197 624451 938445 8505665 45951428 42189372 6818129 5341327 1454631 52894197 39567739 -10585 3512915 880697 42189372 42231081 14857 -1469959 1208240 39567739 0.80350 0.14720 0.04930 false false 253345 253345 46883089 23195033 23688056 11414711 11261813 152898 7475382 5160437 2314945 26409244 DEBT SECURITIES 24140646 F ALTERNATIVE INVESTMENTS 5574076 F 29714722 0 NONQUALIFIED DEFERRED COMP, HOS 530395 530395 X 38769180 851637 -4345388 -3493751 42262931 178366 -375095 -196729 42066202 32683645 375095 375095 32308550 178366 4467160 4645526 36954076 FIN 48 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, 2013 and 2012. 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, Lines 2d & 4b 2d Financial Aid (4,467,160) Recovery of Uncollectible Pledges 121,772 ---------- (4,345,388) 4b Rental Expense (99,583) COGS (275,512) --------- (375,095) Reconciliation of Expenses Part XII, Lines 2d & 4b 2d Rental Expense 99,583 COGS 275,512 -------- 375,095 4b Financial Aid 4,467,160 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. true true true true true true true false false false false false false false false false false true NONDISCRIMINATORY POLICY PART I, LINE 3 ALL MEDIA ADVERTISEMENTS INCLUDE A STATEMENT REGARDING THE SCHOOL'S NONDISCRIMINATORY POLICY. AT A MINIMUM, A YEARLY ADVERTISEMENT IS MADE IN THE DALLAS MORNING NEWS. Greenhill Gala 767698 94650 673048 19126 162825 148830 71107 0 767698 94650 673048 19126 162825 148830 71107 401888 271160 true Financial aid 206 4467160 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 422618 0 300 0 84176 0 74968 0 11592 0 593654 0 0 0 Melissa Orth 277040 0 300 0 0 0 15660 0 32985 0 325985 0 0 0 Julie Diaz 186079 0 300 0 0 0 8850 0 40240 0 235469 0 0 0 Thomas Perryman 143749 0 2300 0 0 0 9720 0 10692 0 166461 0 0 0 Richard Hall 138966 0 4050 0 0 0 8392 0 10671 0 162079 0 0 0 Michael Simpson 126716 0 300 0 0 0 5982 0 33369 0 166367 0 0 0 Michael Legacy 142208 0 0 0 0 0 6538 0 6968 0 155714 0 0 0 NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B Contributions of $50,000 were made to a 457(f) plan for the Head of School. Individuals did not receive payments in the current year. HOUSING ALLOWANCE PART I, LINE 1A The Head of School receives a housing allowance; amounts are reported as taxable compensation. GROSS-UP PAYMENTS PART I, LINE 1A Some head of school benefits are grossed-up; amounts are reported as taxable compensation. 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 0.00000 0.00000 0.00000 false false 0.00000 false false B false false false false 0.00000 0.00000 0.00000 false false 0.00000 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 X 27292 FMV X Fitness and Beauty 66 7740 FMV X Jewelry 3 9090 FMV X Trips 39 132797 FMV X Meals & Entertainment 571 270184 FMV false true false 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 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 a 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 of 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 VI- Section 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 & 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 a merit increase for administrators as established annually by the board. additionally, Both the Head of School and CFO's compensations are 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 the general public outside the school community. Summarized financial information is included in the annual report. 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. Reconciliation of Net Assets Part XI, Question 9 Recovery of Uncollectible Pledges 121,772