2012-11-09T08:55:19-06:00 2012-06-30 Grant Thornton LLP 8300 THORN DRIVE SUITE 300 WICHITA KS 672262708 990 2011-07-01 751022742 Greenhill School % SCOTT GRIGGS HEAD OF SCHOOL GREE 9726285400 4141 Spring Valley Road Addison TX 750013683 Melissa Orth 2012-11-07 true Kimberly Temple 3162653231 2011 2016-02-24 21:20:13Z Melissa Orth CFO 4141 Spring Valley Road Addison TX 750013683 44744430 false X www.greenhill.org X 1950 TX Founded in 1950, Greenhill School is the leading independent, coeducational day school in the greater Dallas area serving 1,272 students in grades Pre-K through 12. 41 41 493 406 109347 0 8084459 10699137 29263947 30588222 3482494 2220166 637490 638569 41468390 44146094 4041958 4264003 0 0 19995198 20702487 0 0 1183705 9236688 10337253 33273844 35303743 8194546 8842351 116203418 124531422 44570080 45004323 71633338 79527099 GREENHILL SCHOOL PROVIDES A RIGOROUS COLLEGE-PREPARATORY CURRICULUM THAT INVOLVES THE INTEGRATION OF ACADEMIC, ARTISTIC, ATHLETIC, AND SOCIAL SERVICE IN A POSITIVE AND OPEN ATMOSPHERE. false false 27953947 4264003 30453573 During the fiscal year ended June 30, 2012, Greenhill School provided quality educational services to approximately 1,272 students in grades Pre-K through 12. 27953947 true true false false false false true false true true true false false true true true false true false false false false false true false false false true true true false false false false false true false false false false true false false false false false false false false false true 67 3 true 493 true true true true CJ false false false true true false false false false X 41 41 true false false false false false false true true false false true true true true true true true true false X X X SCOTT GRIGGS HEAD OF SCHOOL 9726285400 4141 SPRING VALLEY ROAD Addison TX 750013683 Karla Barber 1.0 X X 0 0 0 Gilian Baron 1.0 X X 0 0 0 T Curtis Holmes 1.0 X X 0 0 0 Debbie Andres 1.0 X 0 0 0 Richard Andrew 1.0 X 0 0 0 Ellenore Baker 1.0 X 0 0 0 Barry Barnett 1.0 X 0 0 0 Sandra Beckert 1.0 X 0 0 0 J Baxter Brinkmann 1.0 X 0 0 0 Peter Brodsky 1.0 X 0 0 0 Nancy Carlson 1.0 X 0 0 0 Clayton Deniger 1.0 X 0 0 0 Gary Fernandes 1.0 X 0 0 0 Laura Forson 1.0 X 0 0 0 Holland Gary 1.0 X 0 0 0 Gail Griswold 1.0 X 0 0 0 David Haemisegger 1.0 X 0 0 0 Preethi Jayaseelan 1.0 X 0 0 0 Oscar Joyner 1.0 X 0 0 0 Ann Frances Jury 1.0 X 0 0 0 Nancy Kasten 1.0 X 0 0 0 Peter Kraus 1.0 X 0 0 0 Laurence Lebowitz 1.0 X 0 0 0 Zeck Lieberman 1.0 X 0 0 0 Malia Litman 1.0 X 0 0 0 E Pierce Marshall 1.0 X 0 0 0 Sandra Moon 1.0 X 0 0 0 Camille Owens 1.0 X 0 0 0 Milton Packer 1.0 X 0 0 0 Guillermo Perales 1.0 X 0 0 0 Alan Perkins 1.0 X 0 0 0 Pam Pluss 1.0 X 0 0 0 William Rose 1.0 X 0 0 0 Steve Rudner 1.0 X 0 0 0 Molly Seeligson 1.0 X 0 0 0 Patricia Smith 1.0 X 0 0 0 Mark Solomon 1.0 X 0 0 0 Bruce Sostek 1.0 X 0 0 0 Arlene Steinfield 1.0 X 0 0 0 Mike Weinberg 1.0 X 0 0 0 Waverly Wilson 1.0 X 0 0 0 Scott Griggs 55.0 X 449187 0 83300 Melissa Orth 50.0 X 221331 0 67051 Julie Diaz 45.0 X 169715 0 47373 David Braemer 50.0 X 127340 0 67992 Michael Simpson 45.0 X 100412 0 75149 Thomas Perryman 45.0 X 111646 0 19375 George Dorber 45.0 X 112316 0 17082 Katie Robbins 45.0 X 107231 0 21689 1399178 0 399011 14 false true false Sage Dining Services 1402 York Road Suite 100 LUTHERVILLE MD 21093 Cafeteria 943587 GCA Services Inc PO Box 676033 DALLAS TX 752676003 Custodial 410895 Texas Trane Parts Center PO Box 845053 DALLAS TX 752845053 HVAC 299302 Supreme Roofing 1355 N Walton Walker Boulevard DALLAS TX 75211 Roofing 219500 Lawns of Dallas 5747 Sadler Circle DALLAS TX 75235 Grounds 180077 9 24865 10674272 70892 10699137 TUITION AND FEES 611110 27527708 27527708 CAFETERIA 722210 800792 800792 EXTENDED DAY 611110 408698 408698 CHILD DEVELOPMENT CENTER 611110 233491 233491 SUMMER PROGRAMS 713990 795892 795892 821641 669744 108484 43413 30588222 2220166 2220166 0 0 220844 87966 132878 132878 132878 0 524901 24865 246019 278882 278882 0 436394 264351 172043 863 171180 INTEREST INCOME ON N/R 900099 16336 16336 LEASE INCOME 900099 21182 21182 FINE ART TICKETS AND OTHER 711110 13871 13871 3377 3377 54766 44146094 30453573 109347 2884037 0 4264003 4264003 0 0 852902 720744 132158 0 15844466 12066735 3213576 564155 846797 629089 190459 27249 1992334 1595088 382811 14435 1165988 826934 288769 50285 0 11539 11539 70550 70550 0 0 179351 179351 161130 16918 112716 31496 98134 69696 28438 364830 60159 139670 165001 241458 203791 30665 7002 0 1808062 1717415 59152 31495 490060 421916 36149 31995 0 85736 68798 13817 3121 661152 642880 14203 4069 0 2287737 2152743 121369 13625 283080 283080 PRINTING 297755 136586 83168 78001 INSTRUCTION 2052677 2052677 CAFETERIA 980519 980519 OTHER 179071 48000 101453 29618 84412 84412 35303743 27953947 6166091 1183705 350559 601715 4688769 10263216 5492623 11026362 5357014 4954210 348966 339447 0 0 0 0 68876 72271 1502461 1209866 64198474 37494961 27783751 26703513 41548283 39976075 29062116 29008896 0 0 0 0 0 375851 116203418 124531422 2968044 2672020 0 0 24935366 25916448 16666670 16000004 0 0 0 0 0 0 0 0 0 415851 44570080 45004323 X 58368525 60559293 7406785 12479843 5858028 6487963 71633338 79527099 116203418 124531422 X 8842351 -948590 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187174 X false 46697217 540039 938446 2231611 45944091 42189372 6818129 5341327 1454631 52894197 39567739 -10585 3512915 880697 42189372 42231081 14857 -1469959 1208240 39567739 0.82027 0.14121 0.03852 false false 0 253345 253345 0 45922017 21385052 24536965 0 11908294 11187246 721048 0 6114818 4922663 1192155 26703513 DEBT SECURITIES 23875917 F ALTERNATIVE INVESTMENTS 5132979 F 29008896 0 DEFERRED COMPENSATION, HOS 415851 415851 44146094 35303743 8842351 -948590 -948590 7893761 39106467 -948590 352317 -596273 39702740 179351 4264003 4443354 44146094 31212706 352317 352317 30860389 179351 4264003 4443354 35303743 FIN 48 PART X, LINE 2 The School has concluded that it does not have any unrecognized tax benefits resulting from current or prior period tax positions. Accordingly, no additional disclosures have been made on the financial statements regarding uncertain tax positions. The School does not have any outstanding interest or penalties, and none have been recorded in the statement of activities for the years ended June 30, 2012 and 2011. INTENDED USES OF ENDOWMENT FUNDS PART V, LINE 4 Some endowment funds are designated by the donor or the board to support financial aid, faculty, technology, and other specific programs. General endowment funds are used to support general operations of the School. Reconciliation of Revenue Part XII, Lines 2d & 4b 2d Rental Expense 87,966 COGS 264,351 -------- 352,317 4b Financial Aid 4,264,003 Reconciliation of Expenses Part XIII, Lines 2d & 4b 2d Rental Expense 87,966 COGS 264,351 -------- 352,317 4b Financial Aid 4,264,003 ENDOWMENT FUNDS - BEGINNING BALANCE ADJUSTMENT PART V, LINE 1A, Column (a) The Building Community fund was previously considered part of the endowment; however, the Board decided in fiscal year 2012 to consider it outside the endowment. Thus, the endowment net assets, beginning of year were restated as follows: Endowment Net Assets, June 30, 2011 $52,894,197 Separation of Building Community Fund (6,196,980) ----------- Endowment Net Assets, beginning of year $46,697,217 Collections of Art Part III, Line 4 Over a period of time the school has received contributions of works of art and furnishings to be exhibited in various locations on the campus. These items have been capitalized as collections. The collection not only enhances the aesthetic environment of the school, it supports the curriculum of the school by making art available to students. The collections are recorded at appraised value when donated. The School undertakes to care for, protect, and preserve such contributed works of art and furnishings. Collection items are inspected periodically and repaired as required. true true true true true true true false false false false false false false false false false true NONDISCRIMINATORY POLICY PART I, LINE 3 ALL MEDIA ADVERTISEMENTS INCLUDE A STATEMENT REGARDING THE SCHOOL'S NONDISCRIMINATORY POLICY. AT A MINIMUM, A YEARLY ADVERTISEMENT IS MADE IN THE DALLAS MORNING NEWS. Annual Gala 549766 24865 524901 93260 81598 71161 0 549766 24865 524901 93260 81598 71161 246019 278882 true FINANCIAL AID PROVIDED TO STUDENTS 197 4264003 FMV TUITION Grant Monitoring Part I, lINE 2 ALL GRANTS ARE PROVIDED AS A DISCOUNT TO THE TUITION THAT IS BILLED TO EACH FaMILY. CASH IS NOT PROVIDED TO THE GRANTEE. X X true true X X X X X false true false false false false false false false Scott Griggs 364201 0 0 0 84986 0 63778 0 19522 0 532487 0 0 0 Melissa Orth 221331 0 0 0 0 0 14010 0 53041 0 288382 0 0 0 Julie Diaz 169715 0 0 0 0 0 8475 0 38898 0 217088 0 0 0 David Braemer 127340 0 0 0 0 0 6387 0 61605 0 195332 0 0 0 Michael Simpson 98692 0 0 0 1720 0 5433 0 69716 0 175561 0 0 0 NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B CONTRIBUTIONS OF $49,078 WERE MADE TO A HOS 457(F)PLAN. INDIVIDUALS DID NOT RECEIVE PAYMENTS IN THE CURRENT YEAR. HOUSING ALLOWANCE PART I, LINE 1A HOS receives a housing allowance; amounts are reported as taxable compensation. GROSS-UP PAYMENTS PART I, LINE 1A Some HOS benefits are grossed-up; amounts are reported as taxable compensation. Gateway Education Finance Corporation -2004 200805844 2004-03-01 10000000 Construction true false false Gateway Education Finance Corporation - 2005 200805844 2005-01-19 10000000 Construction true false false 0 0 10000000 0 0 0 0 0 0 10000000 0 0 2005 false false true true 0 0 10000000 0 0 0 0 0 0 10000000 0 0 2005 false false true true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true true false false 0 false false false 0 false true true false false 0 false false false 0 false true Scott Griggs HOS Home purchase X 413500 339447 false true true 339447 X 1 1800 selling price X 5910 selling price X Fitness and beauty 91 8616 selling price X Jewelry 3 9730 selling price X Trips 36 133185 selling price X Meals & Entertainment 370 175125 selling price false true false Relationships PART VI, SECTION A, QUESTION 2 MIKE WEINBERG AND NANCY CARLSON - BUSINESS RELATIONSHIP JOHN JAGGERS AND NANCY CARLSON - BUSINESS RELATIONSHIP FORM 990 Review PART VI, SECTION B, QUESTION 11b The draft 990 and 990T are reviewed and approved by the Audit and Finance Committees prior to filing. The Form 990 and 990T are also made available to the entire board prior to filing. CONFLICT OF INTEREST Policy PART VI, SECTION B, QUESTION 12C The conflict of interest policy was originally approved by the board in 2004, and was most recently amended in May of 2011. The policy is distributed at the beginning of each year to all board members, as well as all employees with purchasing responsibility. The policy is included in the board of trustees manual and the employee policies and procedures manual. The policy requires the disclosure of any compensation received from the organization and any relationships with related parties (reported in Form 990 Part V-A and Schedule O). At each committee and board meeting, members are expected to comply with the policy. Any board members with a potential conflict of interest are expected to recuse themselves from any relevant issue and the recusal is reflected in the minutes of that meeting. COMPENSATION DETERMINATION PART VI, SECTION B, QUESTIONs 15A & 15B The CEO/Head of School's compensation is outlined in his 5-year contract. When the contract is up for renewal, the compensation committee benchmarks the compensation against other schools and outlines each year's compensation in the contract. The CFO's compensation is based upon experience upon hire and receives the merit increase for administrators as established annually by the board. Both the Head of School and CFO's compensations are additionally reviewed each year by the Audit Committee in compliance with Intermediate Sanction regulations. Governing Documents PART VI, SECTION C, QUESTION 19 The organization's governing documents, conflict of interest policy, and financial statements are available to the Greenhill community (employees, volunteer leadership, trustees) but not the general public outside the school community. Summarized financial information is included in the annual report. NET ASSET RECONCILIATION PART XI, Question 5 Unrealized Loss (948,590)