2011-11-15T08:17:59-05:00 2011-06-30 DELOACH & WILLIAMSON LLP 1401 MAIN STREET SUITE 660 COLUMBIA SC 29201 990 2010-07-01 570358065 HEATHWOOD HALL EPISCOPAL SCHOOL HEAT 8037652309 3000 SOUTH BELTLINE BOULEVARD COLUMBIA SC 29201 Elizabeth Summers 2011-11-14 HARRY D DELOACH 8037718855 2011-10-31 X 2010 2016-02-24 21:20:13Z Liz Summers 3000 S BELTLINE BLVD columbia SC 29201 16108262 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 29 255 523 0 0 1141796 1940460 12487865 12186757 560536 469456 184034 194179 14374231 14790852 1772450 1673785 0 0 7654252 7464287 0 0 49880 3475213 3372596 12901915 12510668 1472316 2280184 28751168 32243587 17020974 17392104 11730194 14851483 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 9891495 12186757 OPERATION OF SCHOOL EDUCATIONAL FACILITY AND ANCILLIARY FUNCTIONS FOR GRADES K-3 THROUGH 12. 9891495 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 37 0 255 true false false false false true true true true false false false false false false false X 29 29 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 X 0 0 0 J P STROM JR X X 0 0 0 REVEREND SUSAN b HEATH X 0 0 0 e WADE MULLINS III X X 0 0 0 DAVID c SOJOURNER jr X X 0 0 0 Ben D Arnold X 0 0 0 Deborah Black X 0 0 0 kirkman finlay III X 0 0 0 michael c foster MD X 0 0 0 richard j gaton X 0 0 0 julian hennig III X 0 0 0 mills m james X 0 0 0 liz jones X 0 0 0 mary w keisler DVM X 0 0 0 REVEREND j fletcher montgomery X 0 0 0 page morris X 0 0 0 madhavi penmetsa X 0 0 0 linda rogers X 0 0 0 edward stiefel jr X 0 0 0 chris stormer X 0 0 0 donald r tomlin jr X 0 0 0 James Avinger X 0 0 0 Connie Leppard X 0 0 0 johnnie mcfadden ph d X 0 0 0 Right Reverend Andrew Waldo X 0 0 0 J walker mckay jr X 0 0 0 michael d amiridis ph d X 0 0 0 linda j bell md X 0 0 0 braxton b comer X 0 0 0 katherine frankstone X 0 0 0 will gilfillan X 0 0 0 elizabeth e summers 50.0 X 106350 0 5318 anne t weston Ph D 50.0 X 150660 0 11550 charles h jones III 50.0 X X 170000 0 12517 427010 0 29385 3 false true false sage dining services inc 222 bosley avenue suiteb-7 TOWSON MD 21204 dining 349845 1 1940460 1940460 TUITION 10490844 10490844 STUDENT ACTIVITIES 31898 31898 STUDENT SERVICES 534404 534404 OTHER PROGRAMS 1118909 1118909 OTHER INCOME 10702 10702 12186757 267632 267632 0 0 1440911 1239087 201824 201824 201824 272502 78323 194179 194179 0 0 0 14790852 12186757 663635 0 1673785 1673785 0 0 427010 323161 102696 1153 0 7007442 5303134 1685645 18663 0 29835 22579 7175 81 0 0 0 0 0 0 0 0 0 0 0 0 755814 591263 164551 149845 22231 120556 7058 0 0 182286 182286 0 562304 562304 0 PROFESSIONAL SERVICES 439977 240773 191154 8050 OPERATIONAL SUPPLIES 473189 465772 6961 456 INSTRUCTIONAL MATERIALS 347787 343101 4686 STUDENT ACTIVITIES 200034 200034 PRINTING, ADVERTISEMENT, POSTA 52299 14466 35606 2227 209061 128892 72663 7506 12510668 9891495 2569293 49880 6366524 7370394 400000 400000 1996346 2434517 1260195 1331849 82307 80024 62270 107982 18738823 6592663 11472532 12146160 4248223 5212435 2497068 2812200 365703 348026 28751168 32243587 612914 884249 5314194 5564237 10600000 10500000 493866 443618 17020974 17392104 X 3806151 4935323 3046613 5037055 4877430 4879105 11730194 14851483 28751168 32243587 X 2280184 841105 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4877430 1675 4879105 4876930 500 4877430 4875055 1875 4876930 1.00000 true false false 12900 12900 15231808 5020467 10211341 1730098 1274641 455457 1764018 297556 1466462 12146160 BENEFICIAL INTEREST IN TRUSTS 773233 F FUNDS HELD IN TRUSTS 2038967 F 2812200 0 ENROLLMENT CERTIFICATES 45225 OTHER PREPAID TUITION 200165 AGENCY FUNDS' DEPOSITS 198228 443618 14790852 12510668 2280184 973908 -132803 841105 3121289 15843083 973908 78323 1052231 14790852 14790852 12721794 211126 211126 12510668 12510668 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 ($132,803) represents bad debts allowed for audited financial statement purposes only. Part XII Line 2d $78,323 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 $211,126. $132,803 represents bad debts allowed for audited financial statement purposes only. $78,323 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 272502 0 272502 0 0 0 0 0 78323 n/a 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 272502 0 272502 0 0 0 0 0 78323 78323 194179 true financial aid/tuition assistance 1673785 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 returns 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 150660 0 0 0 0 0 7533 0 4017 0 162210 0 153175 0 charles h jones III 170000 0 0 0 0 0 8500 0 4017 0 182517 0 179584 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 The head of the school is in his third year. When he 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. 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