2012-11-20T07:38:38-06:00 2012-06-30 DELOACH & WILLIAMSON LLP 1401 MAIN STREET SUITE 660 COLUMBIA SC 29201 990 2011-07-01 570358065 HEATHWOOD HALL EPISCOPAL SCHOOL % HEIDI BECKWITH HEAT 8037652309 3000 SOUTH BELTLINE BOULEVARD COLUMBIA SC 29201 Elizabeth E Summers 2012-11-16 true 8037718855 2012-11-13 X 2011 2016-02-24 21:20:13Z Liz Summers 3000 S BELTLINE BLVD columbia SC 29201 14007149 false X www.heathwood.org X 1951 SC 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. 29 26 285 500 0 0 1940460 638103 12186757 12660291 469456 391550 194179 141402 14790852 13831346 1673785 1636926 0 0 7464287 7559793 0 0 46271 3372596 3632118 12510668 12828837 2280184 1002509 32243587 32181182 17392104 16931247 14851483 15249935 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. false false 10091291 12660291 OPERATION OF SCHOOL EDUCATIONAL FACILITY AND ANCILLIARY FUNCTIONS FOR GRADES K-3 THROUGH 12. 10091291 true true false false false false false false true true true false false true false true false true false false false false false true false false false true true false false false false false false false false false false false false false true false false false false true 35 0 285 true false false false false true true true true false false false false false false false X 29 26 false false false false false false false true true false false true true true true true true true false false SC X X X HEIDI BECKWITH 8032317713 3000 S BELTLINE BLVD columbia SC 29201 THOMAS C HOFFMAN DMD 1.0 X 0 0 0 J P STROM JR 1.0 X 0 0 0 REVEREND SUSAN b HEATH 1.0 X 0 0 0 e WADE MULLINS III 1.0 X 0 0 0 DAVID c SOJOURNER jr 1.0 X X 0 0 0 Ben D Arnold 1.0 X 0 0 0 kirkman finlay III 1.0 X 0 0 0 richard j gaton 1.0 X X 0 0 0 julian hennig III 1.0 X 0 0 0 mills m james 1.0 X 0 0 0 liz jones 1.0 X 0 0 0 mary w keisler DVM 1.0 X 0 0 0 page morris 1.0 X X 0 0 0 linda rogers 1.0 X 0 0 0 chris stormer 1.0 X 0 0 0 donald r tomlin jr 1.0 X 0 0 0 James Avinger 1.0 X 0 0 0 Connie Leppard 1.0 X 0 0 0 johnnie mcfadden ph d 1.0 X 0 0 0 Right Reverend Andrew Waldo 1.0 X 0 0 0 michael d amiridis ph d 1.0 X 0 0 0 linda j bell md 1.0 X 0 0 0 braxton b comer 1.0 X 0 0 0 will gilfillan 1.0 X 0 0 0 the reverend calvin griffin 1.0 X 0 0 0 mr michael n eanes 1.0 X 0 0 0 mr richard c detwiler 1.0 X elizabeth e summers 40.0 X 107375 0 13789 anne t weston Ph D 40.0 X 156000 0 14851 michael eanes 40.0 X 228740 0 6747 492115 0 35387 3 false true false chartwellscompass group usa 1437 highland colony parkway b MADISON MS 391107397 food services 408369 1 638103 638103 TUITION 10929751 10929751 STUDENT ACTIVITIES 33056 33056 STUDENT SERVICES 593526 593526 OTHER PROGRAMS 1095718 1095718 OTHER INCOME 8240 8240 12660291 94249 94249 0 0 400000 102699 297301 297301 297301 214506 73104 141402 141402 0 0 0 13831346 12660291 532952 0 1636926 1636926 0 0 492115 368791 122291 1033 0 7067678 5296360 1756301 15017 0 0 0 0 0 0 0 0 0 0 50124 12669 32636 4819 0 0 0 652123 637595 14528 76315 30307 41004 5004 0 0 179771 179771 0 623807 623807 0 PROFESSIONAL SERVICES 688833 257161 418997 12675 OPERATIONAL SUPPLIES 525931 520775 4603 553 INSTRUCTIONAL MATERIALS 332400 332400 STUDENT ACTIVITIES 174960 174960 327854 199540 121144 7170 12828837 10091291 2691275 46271 7370394 6174232 400000 0 2434517 1647304 1331849 1316523 0 0 0 0 0 0 80024 80349 107982 115850 21632432 7198793 12146160 14433639 5212435 5441411 2812200 2641525 0 0 0 0 348026 330349 32243587 32181182 884249 593186 0 0 5564237 5296036 10500000 10300000 0 0 0 0 0 364566 0 0 443618 377459 17392104 16931247 X 4935323 5321773 5037055 5048782 4879105 4879380 14851483 15249935 32243587 32181182 X 1002509 -604057 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4879105 275 4879380 4877430 1675 4879105 4876930 500 4877430 4875055 1875 4876930 1.00000 true false false 12900 12900 19233555 5497562 13735993 1795561 1370798 424763 590416 330433 259983 14433639 BENEFICIAL INTEREST IN TRUSTS 737070 F FUNDS HELD IN TRUSTS 1904455 F 2641525 0 ENROLLMENT CERTIFICATES 28580 OTHER PREPAID TUITION 151215 AGENCY FUNDS' DEPOSITS 197664 377459 13831346 12828837 1002509 -394121 -209936 -604057 398452 13510329 -394121 73104 -321017 13831346 13831346 13111877 283040 283040 12828837 12828837 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. true true true true true true true false false false false false false false false false false true Schedule E, Part I Line 3 Newspaper Article/Advertisement/Website auction 214506 214506 73104 n/a 0 214506 214506 73104 73104 141402 true financial aid/tuition assistance 204 1636926 fmv financial aid Part I Line 2 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. X X X X X X false false false false false false false false false anne t weston Ph D 156000 0 0 0 7800 0 7051 0 170851 0 7533 0 michael eanes 200000 0 28740 0 0 4083 0 2664 0 235487 0 0 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. the foundation for heathwood hall 3000 south beltline boulevard columbia SC 29201 571016072 support SC 501(c)(3) 11 - III-FI na false false false false false false false false false false false false false false false false false false false