MISS HALLS SCHOOL INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MISS HALLS SCHOOL INC (EIN 04-2104273)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-13
- IRS object ID
- 201223189349300012
- Schema version
- 2011v1.2
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T08:21:47-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042713795 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1 |
| City | HOLYOKE | City |
| State | MA | State |
| ZIP Code | 01040 | 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 | 042104273 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISS HALL'S SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MISS | NameControl |
| Phone | 4134436401 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 492 HOLMES ROAD | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN O'DAY | Name |
| Title | PRESIDENT | Title |
| Phone | 4134436401 | Phone |
| Date Signed | 2012-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUDY M D'AGOSTINO | Name |
| PTIN | P00962620 | PTIN |
| Phone | 4135368510 | Phone |
| Date Prepared | 2012-11-09 | DatePrepared |
| 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 | CHARLES PLATT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 492 HOLMES ROAD | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21198688 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MISSHALLS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE, INSPIRE, AND ENCOURAGE GIRLS IN GRADES 9 THROUGH 12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 121 | TotalNbrEmployees |
| Total Nbr Volunteers | 173 | TotalNbrVolunteers |
| Total Gross UBI | 479685 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -123582 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2556354 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8224336 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7439105 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8173087 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 635969 | InvestmentIncomePriorYear |
| Investment Income Current Year | 748338 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 481868 | OtherRevenuePriorYear |
| Other Revenue Current Year | 480161 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11113296 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17625922 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2678026 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2977158 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5836391 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6330773 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 22993 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1063428 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3683671 | OtherExpensePriorYear |
| Other Expenses Current Year | 4154082 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12198088 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13485006 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1084792 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4140916 | RevenuesLessExpensesCY |
| Total Assets BOY | 33869543 | TotalAssetsBOY |
| Total Assets EOY | 38067345 | TotalAssetsEOY |
| Total Liabilities BOY | 11031846 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12032754 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22837697 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 26034591 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO INSPIRE AND ENCOURAGE GIRLS IN GRADES 9 THROUGH 12 TO PURSUE THE HIGHEST STANDARDS OF LEARNING AND CHARACTER; TO CONTRIBUTE BOLDLY AND CREATIVELY TO THE COMMON GOOD; AND TO SEEK A PURPOSEFUL LIFE BASED ON HONOR, RESPECT AND PERSONAL AUTHENTICITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9644797 | Expense |
| Revenue | 8173087 | Revenue |
| Description | PROVIDED COLLEGE-PREPARATORY EDUCATION IN A SMALL SCHOOL SETTING. APPROXIMATELY 183 BOARDING AND DAY STUDENTS ATTENDED THE SCHOOL. | Description |
| Total Program Service Expense | 9644797 | 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 | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | 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 | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 77 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 121 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | 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 | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE BAUMGARTEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4134436401 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 492 HOLMES ROAD | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 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 |
|---|---|---|---|---|---|---|---|
| SUSAN P O'DAY | |||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| VIRGINIA BREENE WICKWIRE | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| CHARLES PLATT | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| LAURA H HARRIS | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| BONNIE CAMPBELL PERKINS | |||||||
| CLERK | 1.00 | X | X | 0 | 0 | 0 | |
| CAROLINE C AMORY | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN DICK | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| ALICE BUTLER BURNHAM | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| SUSAN ROWLAND CHOLLET | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA J COOPERMAN | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| STACEY SOTIRHOS GONEOS | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| ANGELA W FOWLER | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| BREHON S GRISWOLD | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| TERRY TRIEST GUYLAY | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| PAULA WOOD LOUD | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| VALORIE WALKER GUTHRIE | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| CAROLINE RUTTER FRAZER | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER POPE | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| MARTHA BULLOCK | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| JOHN J TURCIK | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| CORNELIA CABOT WHITING | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| SUZANNE WILSON | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| AMY CHURCH WOOD | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| EDITH STETSON YOVU | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| JANE S JOUKOWSKY | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| STEPHANIE LAWLOR KADNAR | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| JOY KISER | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT QUIGG | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD QUINLAN | |||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||
| JEANNIE K NORRIS | |||||||
| HEAD OF SCHOOL | 50.00 | X | 227816 | 0 | 22251 | ||
| SUZANNE BAUMGARTEN | |||||||
| DIR. FINANCE AND OPERATION | 50.00 | X | 108588 | 0 | 38076 | ||
| JENNIFER R CHANDLER | |||||||
| DEAN OF ACADEMICS & FACULT | 50.00 | 106832 | 0 | 19482 | X | ||
| JANIS SAGARIN-MARTINSON | |||||||
| CHIEF ADVANCEMENT OFFICER | 50.00 | 112215 | 0 | 44831 | X | ||
| DIANE WORTIS | |||||||
| DIR. OF LEADERSHIP DEVELOPMENT | 45.00 | 106845 | 0 | 19482 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 662296 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 144122 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK CORP | |||||
| PO BOX 840706 | DALLAS | TX | 75284 | FOOD SERVICE | 807765 |
| DUQUETTE EXCAVATION LLC | |||||
| PO BOX 289 | HINSDALE | MA | 01235 | CONTRACTOR | 177167 |
| STORBECK PIMENTAL & ASSOCIATES | |||||
| 1400 N PROVIDENCE RD STE 6000 | MEDIA | PA | 19063 | SEARCH CONSULTANT | 117795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 8224336 | AllOtherContributions |
| Noncash Contributions | 3461354 | NoncashContributions |
| Total Contributions | 8224336 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611600 | 8114914 | 8114914 |
| STUDENT FEES | 611600 | 34508 | 34508 |
| STUDENT ACTIVITY FEES | 611710 | 23665 | 23665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8173087 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 300068 | TotalRevenueColumn |
| Exclusion | $300,068 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3971801 | Securities |
| Other | 700 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3524231 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 447570 | Securities |
| Other | 700 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 448270 | TotalRevenueColumn |
| Exclusion | $448,270 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 31680 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 48535 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -16855 | TotalRevenueColumn |
| Exclusion | -$16,855 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| SUMMER BOARDING | 721310 | 447035 | 447035 | |
| SUMMER CAMP | 721310 | 32650 | 32650 | |
| SCHOOL STORE | 611600 | 17331 | $17,331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 497016 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17625922 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8173087 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 479685 | UnrelatedBusinessRevenue |
| Exclusion | $748,814 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2747421 | Total |
| Program Services | 2747421 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229737 | Total |
| Program Services | 229737 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409263 | Total |
| Management And General | 409263 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4620104 | Total |
| Program Services | 3093325 | ProgramServices |
| Management And General | 955185 | ManagementAndGeneral |
| Fundraising | 571594 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224286 | Total |
| Program Services | 139625 | ProgramServices |
| Management And General | 58437 | ManagementAndGeneral |
| Fundraising | 26224 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 732031 | Total |
| Program Services | 431213 | ProgramServices |
| Management And General | 220337 | ManagementAndGeneral |
| Fundraising | 80481 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345089 | Total |
| Program Services | 214828 | ProgramServices |
| Management And General | 89912 | ManagementAndGeneral |
| Fundraising | 40349 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45578 | Total |
| Management And General | 45578 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32400 | Total |
| Management And General | 32400 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22993 | Total |
| Fundraising | 22993 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93515 | Total |
| Management And General | 93515 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192915 | Total |
| Program Services | 32879 | ProgramServices |
| Management And General | 160036 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19894 | Total |
| Fundraising | 19894 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419795 | Total |
| Program Services | 263109 | ProgramServices |
| Management And General | 113822 | ManagementAndGeneral |
| Fundraising | 42864 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101439 | Total |
| Program Services | 37531 | ProgramServices |
| Management And General | 61726 | ManagementAndGeneral |
| Fundraising | 2182 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272745 | Total |
| Program Services | 218196 | ProgramServices |
| Management And General | 46367 | ManagementAndGeneral |
| Fundraising | 8182 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223443 | Total |
| Program Services | 134821 | ProgramServices |
| Management And General | 13774 | ManagementAndGeneral |
| Fundraising | 74848 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20594 | Total |
| Management And General | 20594 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390855 | Total |
| Program Services | 304867 | ProgramServices |
| Management And General | 66445 | ManagementAndGeneral |
| Fundraising | 19543 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 556894 | Total |
| Program Services | 434377 | ProgramServices |
| Management And General | 94672 | ManagementAndGeneral |
| Fundraising | 27845 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107572 | Total |
| Management And General | 107572 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 812413 | 812413 | ||
| STUDENT ACTIVITIES | 292315 | 292315 | ||
| CONTRACTED SERVICES | 241886 | 163691 | 39573 | 38622 |
| PRINTING AND PUBLICATIO | 128423 | 50562 | 26189 | 51672 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201406 | Total |
| Program Services | 43887 | ProgramServices |
| Management And General | 121384 | ManagementAndGeneral |
| Fundraising | 36135 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13485006 | Total |
| Program Services | 9644797 | ProgramServices |
| Management And General | 2776781 | ManagementAndGeneral |
| Fundraising | 1063428 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4000 | BOY |
| EOY | 4000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 701431 | BOY |
| EOY | 789458 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4814936 | BOY |
| EOY | 5751415 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19835 | BOY |
| EOY | 31932 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21572 | BOY |
| EOY | 36549 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281424 | BOY |
| EOY | 395497 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 25680094 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10540321 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12073806 | BOY |
| EOY | 15139773 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15166726 | BOY |
| EOY | 15002367 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 766001 | BOY |
| EOY | 903857 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19812 | BOY |
| EOY | 12497 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33869543 | BOY |
| EOY | 38067345 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 834130 | BOY |
| EOY | 995352 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83002 | BOY |
| EOY | 97101 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7728936 | BOY |
| EOY | 8282074 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2385778 | BOY |
| EOY | 2658227 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11031846 | BOY |
| EOY | 12032754 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2799534 | BOY |
| EOY | 4662711 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4449714 | BOY |
| EOY | 4018522 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15588449 | BOY |
| EOY | 17353358 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22837697 | BOY |
| EOY | 26034591 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33869543 | BOY |
| EOY | 38067345 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4140916 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -944022 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15932727 | BeginningOfYearBalance |
| Contributions | 1141185 | Contributions |
| Investment Earnings Or Losses | -306536 | InvestmentEarningsOrLosses |
| Other Expenditures | 861152 | OtherExpenditures |
| End Of Year Balance | 15906224 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12631830 | BeginningOfYearBalance |
| Contributions | 1281863 | Contributions |
| Investment Earnings Or Losses | 2750026 | InvestmentEarningsOrLosses |
| Other Expenditures | 730992 | OtherExpenditures |
| End Of Year Balance | 15932727 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11053581 | BeginningOfYearBalance |
| Contributions | 850615 | Contributions |
| Investment Earnings Or Losses | 1392634 | InvestmentEarningsOrLosses |
| Other Expenditures | 665000 | OtherExpenditures |
| End Of Year Balance | 12631830 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12703234 | BeginningOfYearBalance |
| Contributions | 1550471 | Contributions |
| Investment Earnings Or Losses | -2290320 | InvestmentEarningsOrLosses |
| Other Expenditures | 909804 | OtherExpenditures |
| End Of Year Balance | 11053581 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03290 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.96020 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00690 | 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 | 457932 | OtherCostOrOtherBasis |
| Book Value | 457932 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21261637 | OtherCostOrOtherBasis |
| Depreciation | 7349812 | Depreciation |
| Book Value | 13911825 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3746770 | OtherCostOrOtherBasis |
| Depreciation | 3190509 | Depreciation |
| Book Value | 556261 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 213755 | OtherCostOrOtherBasis |
| Book Value | 213755 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15139773 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADVANCE DEPOSITS PAYABLE | Description |
| Amount | $2,658,227 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2658227 | TotalOfAmounts |
| Total Revenue | 17625922 | TotalRevenue |
| Total Expenses | 13485006 | TotalExpenses |
| Excess Or Deficit For Year | 4140916 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -960659 | NetUnrealizedGLOnInvestments |
| Other | $16,637 | OtherAmount |
| Total Adjustments | -944022 | TotalAdjustments |
| Excess Or Deficit Per FS | 3196894 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13687472 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -960659 | NetUnrealizedGainsInvestments |
| Other Revenues | 92882 | OtherRevenues |
| Revenue Not Rptd F990 | -867777 | RevenueNotRptdF990 |
| Revenue Subtotal | 14555249 | RevenueSubtotal |
| Other Revenues Not Included | 3070673 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3070673 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17625922 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10490578 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 76245 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 76245 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10414333 | ExpensesSubtotal |
| Other Expenses Not Included | 3070673 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3070673 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13485006 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE BALANCES INCLUDED IN AGENCY FUNDS PAYABLE REPRESENT FUNDS PLACED ON DEPOSIT WITH THE SCHOOL AS CUSTODIAN. | |
| PART V, LINE 4: | THE ENDOWMENT FUND IS AN INVESTMENT PORTFOLIO COMPRISED OF DONOR-RESTRICTED AND BOARD- DESIGNATED ENDOWMENT FUNDS. ITS PURPOSE IS TO GENERATE A TOTAL RETURN THAT PRESERVES THE VALUE OF THE DONOR RESTRICTED FUNDS AFTER INFLATION & PROVIDE A RELATIVELY PREDICTABLE REVENUE STREAM TO BE USED FOR PURPOSES THAT REFLECT OUR MISSION. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | PER FINANCIAL STATEMENT FOOTNOTES: A TAX POSITION IS DEEMED TO INCLUDE SUCH THINGS AS THE ORGANIZATIONS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME AND THE METHODOLOGIES FOR ALLOCATING EXPENSES TO UNRELATED BUSINESS INCOME STREAMS. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BYY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX PROVISIONS REQUIRING ACCOUNTING RECOGNITION. MISS HALL'S SCHOOL'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER JUNE 30, 2009. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| VALUATION ADJUSTMENT ON MINERAL DEED 16,637. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| BAD DEBTS 27,710. RECLASS SPECIAL EVENT EXPENSE AGAINST REVENUE 48,535. VALUATION ADJUSTMENT ON MINERAL DEED 16,637. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| GRANTS AND ALLOCATIONS 2,977,158. RECLASS INVESTMENT FEES TO EXPENSES 93,515. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| BAD DEBTS 27,710. RECLASS SPECIAL EVENT EXPENSE AGAINST REVENUE 48,535. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| GRANTS AND ALLOCATIONS 2,977,158. RECLASS INVESTMENT FEES TO EXPENSES 93,515. | PART XIII, 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 | PUBLICATIONS, APPLICATIONS, REGISTRATION FORMS, NEWSPAPER ADVERTISEMENTS AND SUMMER PROGRAMS MAKE REFERENCE TO THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| RUSSIA AND NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICE AND EDUCATIONAL ASSISTANCE TO RECIPIENTS LOCATED IN THE REGION | TRAVEL AND EXPENSES TO RECRUIT STUDENTS TO ENROLL AT THE SCHOOL. | 16824 |
| EAST ASIA AND THE PACIFIC - | 0 | 0 | PROGRAM SERVICE AND EDUCATIONAL ASSISTANCE TO RECIPIENTS LOCATED IN THE REGION | TRAVEL AND EXPENSES TO RECRUIT STUDENTS TO ENROLL AT THE SCHOOL. | 146884 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | PROGRAM SERVICE AND EDUCATIONAL ASSISTANCE TO RECIPIENTS LOCATED IN THE REGION | TRAVEL AND EXPENSES TO RECRUIT STUDENTS TO ENROLL AT THE SCHOOL. | 125649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 289357 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 289357 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|
| STUDENT FINANCIAL AID/RESIDENT TUITION APPLIED TOWARDS MISS HALL'S SCHOOL TUITION. | EAST ASIA AND THE PACIFIC - | 6 | 98325 |
| SCHOLARSHIPS FOR MISS HALL'S SCHOOL. | EAST ASIA AND THE PACIFIC - | 2 | 14175 |
| STUDENT FINANCIAL AID/RESIDENT TUITION APPLIED TOWARDS MISS HALL'S SCHOOL TUITION | EUROPE (INCLUDING ICELAND & GREENLAND) - | 4 | 117237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE F, PART I, LINE 2: FINANCIAL AID IS AWARDED TO STUDENTS QUALIFYING FOR FINANCIAL GRANTS AND ARE BASED SOLELY ON DEMONSTRATED FINANCIAL NEED AS REPORTED THROUGH SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSSFA) APPLICATIONS. TWO MERIT BASED SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO HAVE EXCELLENT ACADEMIC CREDENTIALS. A LISTING OF GRANT RECIPIENTS IS MONITORED AND AVAILABLE AT THE SCHOOL. AWARDS ARE CREDITED AGAINST THE STUDENT'S TUITION. |
| METHOD USED TO ACCCOUNT FOR EXPENDITURES: | SCHEDULE F, PART I, LINE 3: EXPENSES REPORTED RELATE TO EMPLOYEE TRAVEL AND CONSULTANTS WORKING OVERSEAS TO RECRUIT STUDENTS TO ATTEND THE SCHOOL. THESE EXPENSES ARE TRACKED BY THE SCHOOL AND REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING. |
| EXPLANATION FOR ESTIMATED NUMBER OF RECIPIENTS: | SCHEDULE F, PART III, COL (C): THE NUMBER OF RECIPIENTS WAS BASED ON RESIDENCE OF THE STUDENT WHEN THE EDUCATIONAL ASSISTANCE WAS AWARDED. A LISTING OF GRANT RECIPIENTS IS MONITORED AND AVAILABLE AT THE SCHOOL. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WAYLAND GROUP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 BOSTON POST ROAD SUITE 3C | AddressLine1 |
| City | SUDBURY | City |
| State | MA | State |
| ZIP Code | 01776 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING REGARDING FUNDRAISING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 22993 | AmountRetainedByContractor |
| Net To Organization | -22993 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 22993 | TotalRetainedByContractors |
| Total Net To Organization | -22993 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | REUNION | NameOfEvent1 |
| Gross Receipts Event1 | 9492 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 9492 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 15395 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WOMEN OF DISTINCTION | NameOfEvent2 |
| Gross Receipts Event2 | 8525 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 8525 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 12439 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 13663 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 13663 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 20701 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 31680 | GrossReceiptsTotal |
| Gross Revenue Total Events | 31680 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 48535 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 48535 | DirectExpenseSummaryEvents |
| Net Income Summary | -16855 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| STUDENT FINANCIAL AID/RESIDENT TUITION | 61 | 1929685 |
| STUDENT FINANCIAL AID/DAY TUITION | 34 | 578504 |
| STUDENT FINANCIAL AID/OTHER | 18 | 10930 |
| SCHOLARSHIPS | 29 | 199287 |
| TUITION REMISSION | 1 | 29015 |
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: REQUEST FOR FINANCIAL ASSISTANCE ARE SUBMITTED THROUGH STUDENT SERVICE FOR FINANCIAL AID (SSSFA), AN ORGANIZATION OPERATED BY THE NATIONAL ASSOCIATION OF INDEPDENDENT SCHOOLS. MISS HALL'S RECEIVES A REPORT DETAILING THE AMOUNT OF FINANCIAL NEED AS DETERMINED BY SSSFA. FINANCIAL ASSISTANCE AWARDS ARE BASED ON THIS REPORT. IN ADDITION, AN INTERNATIONAL ASSIST PROGRAM SENDS STUDENTS TO THE SCHOOL FROM FOREIGN COUNTRIES. ASSIST ALSO DETERMINES THE FINANCIAL NEED OF THOSE STUDENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| 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 (2 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEANNIE K NORRIS | |||||||||||||
| 223531 | 0 | 0 | 0 | 4285 | 0 | 11312 | 0 | 10939 | 0 | 250067 | 0 | 0 | 0 |
| JANIS SAGARIN-MARTINSON | |||||||||||||
| 112215 | 0 | 0 | 0 | 0 | 0 | 31733 | 0 | 13098 | 0 | 157046 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | SPOUSAL/PARTNER TRAVEL IS PERMISSIBLE WHEN THE PRESENCE OF A SPOUSE/PARTNER IS REQUIRED BY THE SCHOOL TO FURTHER A BUSINESS PURPOSE. |
| PART I, LINE 1B | THE HEAD OF THE SCHOOL IS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. THE HEAD OF THE SCHOOL PERFORMS A SIGNIFICANT AMOUNT OF BUSINESS SERVICES IN THE RESIDENCE, INCLUDING EVENTS FOR EMPLOYEES, FAMILIES, ALUMNAE, AND DONORS. IT IS ALSO NECESSARY FOR THE HEAD OF SCHOOL TO BE A PART OF THE RESIDENTIAL COMMUNITY OF THE SCHOOL IN ORDER TO OVERSEE AND CONNECT TO THE RESDIENT STUDENTS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 561354 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET QUOTATIONS | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2900000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | 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 | A THIRD PARTY ORGANIZATION IS USED TO SELL SECURITIES RECEIVED AS CONTRIBUTIONS. PART I, LINE 10 B: THE NUMBER OF SEPARATE STOCK CONTRIBUTIONS HAS BEEN REPORTED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WILL BE REVIEWED BY SUZANNE BAUMGARTEN, DIRECTOR OF FINANCE AND OPERATIONS, JOHN TURCIK, TRUSTEE AND CHAIR OF AUDIT COMMITTEE, AND AT LEAST ONE OFFICER OF THE CORPORATION. AN ELECTRONIC COPY OF FORM 990 WILL THEN BE MAILED TO EACH MEMBER OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO THE FILING OF THE 990. HARD COPIES OF FORM 990 ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL REQUIRES EACH MEMBER OF THE BOARD OF TRUSTEES TO COMPLETE THE CONFLICT OF INTEREST STATEMENT ANNUALLY. ANY BOARD MEMBER THAT HAS A POTENTIAL CONFLICT OF INTEREST IS REQUIRED TO ABSTAIN FROM VOTING ON A PARTICULAR ISSUE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | MHS USES OUTSIDE SOURCES FOR BENCHMARKING COMPENSATION LEVELS INCLUDING THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE), AS WELL AS PUBLIC SCHOOL COMPENSATION DATA. MHS STRIVES TO MAINTAIN A COMPETITIVE SALARY AND BENEFITS PACKAGE. THEREFORE, OUR PACKAGE IS REGULARLY REVIEWED BY MANAGEMENT AND THE BOARD OF TRUSTEES, AS DATA IS AVAILABLE, FOR REASONABLENESS AND COMPETITIVE WEIGHT. THE SALARY AND BENEFITS OF THE HEAD OF SCHOOL ARE SET BY THE BOARD OF TRUSTEES. COMPENSATION FOR ALL OTHER EMPLOYEES IS SET BY THE HEAD OF SCHOOL AND APPROVED BY THE BOARD OF TRUSTEES ANNUALLY. THE CONSIDERATIONS AND DELIBERATIONS ON DETERMINING SALARY ARE DOCUMENTED BY THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL FORMS ARE MADE AVAILABLE TO PUBLIC INSPECTION UPON WRITTEN REQUEST MADE TO THE BUREAU OFFICE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -960,659. VALUATION ADJUSTMENT ON MINERAL DEED 16,637. TOTAL TO FORM 990, PART XI, LINE 5: -944,022. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE OVERSIGHT & SELECTION PROCESS HAS NOT CHANGED DURING THE FISCAL YEAR. |