Totals
- Total revenue
- $19,916,469
- Total expenses
- $20,851,273
- Contributions and grants received
- $4,318,191
- Grants paid
- $2,881,900
- Program services expenses (Part IX)
- $13,171,963
- Management and general expenses
- $6,292,323
- Fundraising expenses
- $1,386,987
- Program service expenses (Part III)
- $13,171,963
Program services were 63.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Carol Meyers
Head of School
- Total calculated
- $342,107
- From this org
- $295,071
- From related orgs
- $0
- Other
- $47,036
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $294,747
- Bonus
- $0
- Other
- $323
- Deferred
- $7,409
- Nontaxable benefits
- $39,626
- Filer's total
- $342,105
-
Adam Holden
Head of School
- Total calculated
- $122,822
- From this org
- $90,087
- From related orgs
- $0
- Other
- $32,735
- Hours/week
- 40
-
Julie Ricciardi
Assoc Head of School Institutional Advancement
- Total calculated
- $215,714
- From this org
- $183,626
- From related orgs
- $0
- Other
- $32,088
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,441
- Bonus
- $0
- Other
- $185
- Deferred
- $8,967
- Nontaxable benefits
- $23,120
- Filer's total
- $215,713
-
Michelle Lammon
Chief Financial Operations Officer
- Total calculated
- $161,880
- From this org
- $154,932
- From related orgs
- $0
- Other
- $6,948
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,811
- Bonus
- $0
- Other
- $121
- Deferred
- $6,948
- Nontaxable benefits
- $0
- Filer's total
- $161,880
-
Robert Weltz
Director of Athletics
- Total calculated
- $155,716
- From this org
- $116,203
- From related orgs
- $0
- Other
- $39,513
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $116,026
- Bonus
- $0
- Other
- $177
- Deferred
- $5,633
- Nontaxable benefits
- $33,879
- Filer's total
- $155,715
-
Terence Wright
Director of Planned Giving
- Total calculated
- $143,513
- From this org
- $129,684
- From related orgs
- $0
- Other
- $13,829
- Hours/week
- 40
-
Elizabeth M Roberts
Chair
- Total calculated
- $0
- Hours/week
- 4.5
-
Merritt Atkins
Vice Chair
- Total calculated
- $0
- Hours/week
- 2.87
-
Julian Williamson
Secretary
- Total calculated
- $0
- Hours/week
- 0.94
-
Jean Redding
Treasurer
- Total calculated
- $0
- Hours/week
- 1.13
-
Diane Becton
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Martin M Borden
Trustee
- Total calculated
- $0
- Hours/week
- 1.13
-
Peter Bristow
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
April Browne
Trustee
- Total calculated
- $0
- Hours/week
- 1.13
-
Hope Carmichael
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Tiffany Clark
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Elizabeth Dixon
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Lucy V Fountain
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Palmer Garson
Trustee
- Total calculated
- $0
- Hours/week
- 1.13
-
Earl Johnson III
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Jane Marley
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Sheila McLamb
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Janie Swain Molster
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Sallie Sabiston Pelletier
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Susan Rankin
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Will Rideout
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
D Ward Russell
Trustee
- Total calculated
- $0
- Hours/week
- 1.13
-
Charles A Sanders
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Maura Moylan Sullivan
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
-
Heather Clark Warren
Trustee
- Total calculated
- $0
- Hours/week
- 0.75
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Discretionary spending account
- 1a · Housing allowance or residence for personal use
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I Line 1a
- | Name :, Title:, Item Selected:, Description:| Head of School, The Head of School HOS is provided on-campus housing and utilities benefits of $23,133 as well as cleaning services for the residence. The HOS residence is used for many school functions in addition to serving as the personal residence. The HOS is given a discretionary fund for expenses that are considered useful in serving the mission of the School.|
- Part I Line 1a
- | Name :, Title:, Item Selected:, Description:| Associate Head of Institutional Adv, The Associate Head of Institutional Advancement was provided with on-campus housing benefits of $15,600.|
- Part I Line 1a
- | Name :, Title:, Item Selected:, Description:| Director of Athletics, The former Director of Athletics was provided with on-campus housing and utilities benefits of $26,359.|
- Part I Line 4a
- | Name :, Amount:| Carol Meyers severance, 227250|
- Part I Line 4a
- | Name :, Amount:| Robert Weltz severance, 58428|
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401299349302980
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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