HEATHWOOD HALL EPISCOPAL SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HEATHWOOD HALL EPISCOPAL SCHOOL (EIN 57-0358065)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-20
- IRS object ID
- 201213259349300201
- Schema version
- 2011v1.3
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-20T07:38:38-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOACH & WILLIAMSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 MAIN STREET SUITE 660 | AddressLine1 |
| City | COLUMBIA | City |
| State | SC | State |
| ZIP Code | 29201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570358065 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHWOOD HALL EPISCOPAL SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % HEIDI BECKWITH | InCareOfName |
| Name Control | HEAT | NameControl |
| Phone | 8037652309 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SOUTH BELTLINE BOULEVARD | AddressLine1 |
| City | COLUMBIA | City |
| State | SC | State |
| ZIP Code | 29201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Elizabeth E Summers | Name |
| Title | Asst. Head & Dir. of Fin. & Oper. | Title |
| Date Signed | 2012-11-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8037718855 | Phone |
| Date Prepared | 2012-11-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Liz Summers | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 S BELTLINE BLVD | AddressLine1 |
| City | columbia | City |
| State | SC | State |
| ZIP Code | 29201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14007149 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.heathwood.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | Heathwood hall is an independent coeducational college preparatory day school with a strong episcopal heritage of stewardship, inclusivity and respect for the dignity of every human being and all creation. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 285 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1940460 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 638103 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12186757 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12660291 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 469456 | InvestmentIncomePriorYear |
| Investment Income Current Year | 391550 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 194179 | OtherRevenuePriorYear |
| Other Revenue Current Year | 141402 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14790852 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13831346 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1673785 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1636926 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7464287 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7559793 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 46271 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3372596 | OtherExpensePriorYear |
| Other Expenses Current Year | 3632118 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12510668 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12828837 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2280184 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1002509 | RevenuesLessExpensesCY |
| Total Assets BOY | 32243587 | TotalAssetsBOY |
| Total Assets EOY | 32181182 | TotalAssetsEOY |
| Total Liabilities BOY | 17392104 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16931247 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14851483 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15249935 | NetAssetsOrFundBalancesEOY |
| Mission Description | HEATHWOOD HALL IS AN INDEPENDENT, COEDUCATIONAL, COLLEGE PREPARATORY DAY SCHOOL WITH A STRONG EPISCOPAL HERITAGE OF STEWARDSHIP, INCLUSIVITY AND RESPECT FOR THE DIGNITY OF EVERY HUMAN BEING AND ALL CREATION. WE SUPPORT EACH OF OUR STUDENTS, CHALLENGING THEM TO BALANCE THE HIGHEST STANDARDS OF SCHOLARSHIP, CITIZENSHIP AND SERVANT-LEADERSHIP. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10091291 | Expense |
| Revenue | 12660291 | Revenue |
| Description | OPERATION OF SCHOOL EDUCATIONAL FACILITY AND ANCILLIARY FUNCTIONS FOR GRADES K-3 THROUGH 12. | Description |
| Total Program Service Expense | 10091291 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 285 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HEIDI BECKWITH | NamePerson |
| Telephone Number | 8032317713 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 S BELTLINE BLVD | AddressLine1 |
| City | columbia | City |
| State | SC | State |
| ZIP Code | 29201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| THOMAS C HOFFMAN DMD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| J P STROM JR | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| REVEREND SUSAN b HEATH | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| e WADE MULLINS III | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| DAVID c SOJOURNER jr | ||||||||
| chair | 1.0 | X | 0 | 0 | 0 | X | ||
| Ben D Arnold | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| kirkman finlay III | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| richard j gaton | ||||||||
| vice chair | 1.0 | X | 0 | 0 | 0 | X | ||
| julian hennig III | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| mills m james | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| liz jones | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| mary w keisler DVM | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| page morris | ||||||||
| vice chair | 1.0 | X | 0 | 0 | 0 | X | ||
| linda rogers | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| chris stormer | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| donald r tomlin jr | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| James Avinger | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Connie Leppard | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| johnnie mcfadden ph d | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Right Reverend Andrew Waldo | ||||||||
| Ex-officio member | 1.0 | X | 0 | 0 | 0 | |||
| michael d amiridis ph d | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| linda j bell md | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| braxton b comer | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| will gilfillan | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| the reverend calvin griffin | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| mr michael n eanes | ||||||||
| ex-officio member | 1.0 | X | 0 | 0 | 0 | |||
| mr richard c detwiler | ||||||||
| ex-officio member | 1.0 | X | ||||||
| elizabeth e summers | ||||||||
| Finance & operations director | 40.0 | 107375 | 0 | 13789 | X | |||
| anne t weston Ph D | ||||||||
| associate headmaster | 40.0 | 156000 | 0 | 14851 | X | |||
| michael eanes | ||||||||
| headmaster | 40.0 | 228740 | 0 | 6747 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 492115 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 35387 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | chartwellscompass group usa | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 highland colony parkway b | AddressLine1 |
| City | MADISON | City |
| State | MS | State |
| ZIP Code | 391107397 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | food services | DescriptionOfServices |
| Compensation | 408369 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 638103 | FederatedCampaigns |
| Total Contributions | 638103 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| TUITION | 10929751 | 10929751 |
| STUDENT ACTIVITIES | 33056 | 33056 |
| STUDENT SERVICES | 593526 | 593526 |
| OTHER PROGRAMS | 1095718 | 1095718 |
| OTHER INCOME | 8240 | 8240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12660291 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94249 | TotalRevenueColumn |
| Exclusion | $94,249 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 400000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 102699 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 297301 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 297301 | TotalRevenueColumn |
| Exclusion | $297,301 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 214506 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 73104 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 141402 | TotalRevenueColumn |
| Exclusion | $141,402 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13831346 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12660291 | RelatedOrExemptFunctionIncome |
| Exclusion | $532,952 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1636926 | Total |
| Program Services | 1636926 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492115 | Total |
| Program Services | 368791 | ProgramServices |
| Management And General | 122291 | ManagementAndGeneral |
| Fundraising | 1033 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7067678 | Total |
| Program Services | 5296360 | ProgramServices |
| Management And General | 1756301 | ManagementAndGeneral |
| Fundraising | 15017 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50124 | Total |
| Program Services | 12669 | ProgramServices |
| Management And General | 32636 | ManagementAndGeneral |
| Fundraising | 4819 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 652123 | Total |
| Program Services | 637595 | ProgramServices |
| Management And General | 14528 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76315 | Total |
| Program Services | 30307 | ProgramServices |
| Management And General | 41004 | ManagementAndGeneral |
| Fundraising | 5004 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179771 | Total |
| Management And General | 179771 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 623807 | Total |
| Program Services | 623807 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROFESSIONAL SERVICES | 688833 | 257161 | 418997 | 12675 |
| OPERATIONAL SUPPLIES | 525931 | 520775 | 4603 | 553 |
| INSTRUCTIONAL MATERIALS | 332400 | 332400 | ||
| STUDENT ACTIVITIES | 174960 | 174960 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327854 | Total |
| Program Services | 199540 | ProgramServices |
| Management And General | 121144 | ManagementAndGeneral |
| Fundraising | 7170 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12828837 | Total |
| Program Services | 10091291 | ProgramServices |
| Management And General | 2691275 | ManagementAndGeneral |
| Fundraising | 46271 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7370394 | BOY |
| EOY | 6174232 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400000 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2434517 | BOY |
| EOY | 1647304 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1331849 | BOY |
| EOY | 1316523 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80024 | BOY |
| EOY | 80349 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107982 | BOY |
| EOY | 115850 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21632432 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7198793 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12146160 | BOY |
| EOY | 14433639 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5212435 | BOY |
| EOY | 5441411 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2812200 | BOY |
| EOY | 2641525 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348026 | BOY |
| EOY | 330349 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32243587 | BOY |
| EOY | 32181182 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884249 | BOY |
| EOY | 593186 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5564237 | BOY |
| EOY | 5296036 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10500000 | BOY |
| EOY | 10300000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 364566 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 443618 | BOY |
| EOY | 377459 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17392104 | BOY |
| EOY | 16931247 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4935323 | BOY |
| EOY | 5321773 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5037055 | BOY |
| EOY | 5048782 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4879105 | BOY |
| EOY | 4879380 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14851483 | BOY |
| EOY | 15249935 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32243587 | BOY |
| EOY | 32181182 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1002509 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -604057 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4879105 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 275 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4879380 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4877430 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1675 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4879105 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4876930 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 500 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4877430 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4875055 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1875 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4876930 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12900 | OtherCostOrOtherBasis |
| Book Value | 12900 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19233555 | OtherCostOrOtherBasis |
| Depreciation | 5497562 | Depreciation |
| Book Value | 13735993 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1795561 | OtherCostOrOtherBasis |
| Depreciation | 1370798 | Depreciation |
| Book Value | 424763 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 590416 | OtherCostOrOtherBasis |
| Depreciation | 330433 | Depreciation |
| Book Value | 259983 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14433639 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BENEFICIAL INTEREST IN TRUSTS | 737070 | F |
| FUNDS HELD IN TRUSTS | 1904455 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2641525 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ENROLLMENT CERTIFICATES | $28,580 |
| OTHER PREPAID TUITION | $151,215 |
| AGENCY FUNDS' DEPOSITS | $197,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 377459 | TotalOfAmounts |
| Total Revenue | 13831346 | TotalRevenue |
| Total Expenses | 12828837 | TotalExpenses |
| Excess Or Deficit For Year | 1002509 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -394121 | NetUnrealizedGLOnInvestments |
| Other | -$209,936 | OtherAmount |
| Total Adjustments | -604057 | TotalAdjustments |
| Excess Or Deficit Per FS | 398452 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13510329 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -394121 | NetUnrealizedGainsInvestments |
| Other Revenues | 73104 | OtherRevenues |
| Revenue Not Rptd F990 | -321017 | RevenueNotRptdF990 |
| Revenue Subtotal | 13831346 | RevenueSubtotal |
| Total Revenue Per Form990 | 13831346 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13111877 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 283040 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 283040 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12828837 | ExpensesSubtotal |
| Total Expenses Per Form990 | 12828837 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V | Line 4 | The endowment funds are used to support the work of the school, to include financial aid, salaries and other operating expenses. |
| Part XI | Line 8 | ($209,936) represents allowances for bad debts for audited financial statement purposes only. |
| Part XII | Line 2d | $73,104 represents special events expenses that are netted directly against revenues on form 990, part VIII, line 8b. |
| part xiii | line 2d | the net adjustment is $283,040. $209,936 represents allowances for bad debts for audited financial statement purposes only. $73,104 represents special events expenses netted directly against revenues on form 990, part viii, line 8b. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule E, Part I | Identifier |
| Return Reference | Line 3 | ReturnReference |
| Explanation | Newspaper Article/Advertisement/Website | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | auction | NameOfEvent1 |
| Gross Receipts Event1 | 214506 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 214506 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 73104 | OtherDirectExpensesEvent1 |
| Name Of Event2 | n/a | NameOfEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 214506 | GrossReceiptsTotal |
| Gross Revenue Total Events | 214506 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 73104 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 73104 | DirectExpenseSummaryEvents |
| Net Income Summary | 141402 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | financial aid/tuition assistance | TypeOfGrant |
| Number Of Recipients | 204 | NumberOfRecipients |
| Amount Of Cash Grant | 1636926 | AmountOfCashGrant |
| Method Of Valuation | fmv | MethodOfValuation |
| Description Of Non Cash Assistance | financial aid | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I | Identifier |
| Return Reference | Line 2 | ReturnReference |
| Explanation | All grants issued from Heathwood Hall to individuals are for financial aid purposes. financial aid decisions at heathwood hall occur following a determination of a family's demonstrated need by the school and student service for financial aid (sss) in princeton, new jersey. a family's most recent federal tax return with all attachments are required to be submitted to complete the aid application. in addition, the school may request other documentation to properly complete its analysis. while calculations supplied by sss offer important guidelines for student assistance, rulings on final awards ultimately rest with the school's financial aid committee. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | 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 | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| anne t weston Ph D | ||||||||||||
| 156000 | 0 | 0 | 0 | 7800 | 0 | 7051 | 0 | 170851 | 0 | 7533 | 0 | |
| michael eanes | ||||||||||||
| 200000 | 0 | 0 | 0 | 4083 | 0 | 2664 | 0 | 235487 | 0 | 0 | 28740 | |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part VI | Line 11b | the underlying financial information supporting the form 990 was previously considered when the board was presented the annual audited financial statements. when completed, a copy of the form 990 is made available at the next board meeting for discussion purposes. the form 990 is also posted on the school's website (excluding schedules). in addition, the form 990 is posted on guidestar in its entirety. board members are encouraged to examine the form 990 in detail and to contact either management at the school or the external CPA with questions. |
| Part VI | Line 15 | When the head of the school was was hired, the search committee (of the board) consulted with the search firm (who is a national firm who specializes in advising school's on hiring/firing/compensating heads) about an appropriate range for compensation, based on the requirements of the job and the experience level of the soon to be head. In addition, the board used the school's access to a national (national association of independent schools), regional (southern association of independent schools) and state-wide (palmetto association of independent schools) Head's compensation data for comparison. Also, similarly situated schools' 990s were consulted (on guidestar). the head has the responsibility for setting the compensation for the school's employees. when examining the compensation for key employees, the head looks at national, regional and state-wide data for comparison. in addition, for similarly situated schools, he uses the 990 information that is publicly available on guidestar. |
| Part VI | Line 19 | The Board's by laws and conflict of interest policy reside with the assistant to the head of school. any member of the public is welcome to view them at any time by visiting the assistant to the head of school. the auditor's opinion letter is posted on the school's website, with a note saying that anyone that would like to see the audited financial statements of the school may do so at any time by visiting the assistant head and director of finance and operations. |
| Part VI | Line 12C | Heathwood Hall annually provides its trustees with the school's conflict of interest policy and asks them to return a signed form disclosing anything they believe could be a conflict of interest. If there are any potential conflicts disclosed, they are reviewed by the audit committee. school personnel also monitor invoices, contracts, etc. for possible transactions between the school and trustees or their companies. |
| part xi | Line 5 | Other changes of net assets of (604,057) is comprised of Unrealized losses of 394,121 and bad debt expense of 209,936. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the foundation for heathwood hall | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 south beltline boulevard | AddressLine1 |
| City | columbia | City |
| State | SC | State |
| ZIP Code | 29201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571016072 | EIN |
| Primary Activities | support | PrimaryActivities |
| Legal Domicile State | SC | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 11 - III-FI | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Comments