Totals
- Total revenue
- $42,295,333
- Total expenses
- $36,650,156
- Contributions and grants received
- $8,419,742
- Grants paid
- $5,982,182
- Program service revenue
- $30,269,778
- Investment income
- $336,158
- Other revenue
- $3,269,655
- Total assets, end of year
- $117,472,354
- Total liabilities, end of year
- $4,800,466
- Net assets or fund balances, end of year
- $112,671,888
- Program services expenses (Part IX)
- $31,112,973
- Management and general expenses
- $4,669,919
- Fundraising expenses
- $867,264
- Program service expenses (Part III)
- $31,112,973
Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$8,419,742
-
1g · Noncash contributions included above
$615,900
-
2a · Program service revenue: TUITION AND FEES
total $27,997,235 · related or exempt $27,997,235
-
2b · Program service revenue: AUXILIARY
total $1,840,577 · related or exempt $1,840,577
-
2c · Program service revenue: RESALE SHOP
total $248,942 · excluded $248,942
-
2d · Program service revenue: RENTAL
total $128,499 · unrelated business $128,499
-
2e · Program service revenue: ACTIVITIES
total $54,525 · related or exempt $54,525
-
3 · Investment income
total $443,086 · excluded $443,086
-
7a · Gross sales of assets other than inventory
securities $1,544,514
-
7b · Less cost or other basis and sales expenses
securities $1,573,709 · other assets $77,733
-
7c · Gain or loss
securities -$29,195 · other assets -$77,733
-
7d · Net gain or loss
total -$106,928 · related or exempt -$77,733 · excluded -$29,195
-
11a · Other revenue: EMPLOYEE RETENTION CREDIT
total $1,460,424 · related or exempt $1,460,424
-
11b · Other revenue: STATE AID
total $831,268 · related or exempt $831,268
-
11c · Other revenue: FEES FROM GOVERNMENT AGENCIES
total $384,070 · related or exempt $384,070
-
11d · All other revenue
total $593,893 · related or exempt $593,893
-
11e · Other revenue, total
$3,269,655
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $5,982,182 · program services $5,982,182
-
5 · Compensation of officers, directors and key employees
total $1,834,116 · program services $1,515,602 · management and general $133,099 · fundraising $185,415
-
7 · Other salaries and wages
total $13,724,432 · program services $11,807,822 · management and general $1,671,146 · fundraising $245,464
-
8 · Pension plan contributions
total $795,903 · program services $678,716 · management and general $97,660 · fundraising $19,527
-
9 · Other employee benefits
total $2,701,779 · program services $2,303,976 · management and general $331,518 · fundraising $66,285
-
10 · Payroll taxes
total $1,094,406 · program services $933,269 · management and general $134,287 · fundraising $26,850
-
11a · Fees: management
total $131,084 · management and general $131,084
-
11b · Fees: legal
total $68,508 · management and general $68,508
-
11c · Fees: accounting
total $60,645 · management and general $60,645
-
11f · Fees: investment management
total $303,286 · management and general $303,286
-
12 · Advertising and promotion
total $520,514 · management and general $435,967 · fundraising $84,547
-
13 · Office expenses
total $214,914 · program services $9,324 · management and general $141,850 · fundraising $63,740
-
17 · Travel
total $59,965 · program services $49,742 · management and general $5,797 · fundraising $4,426
-
20 · Interest
total $77,955 · management and general $74,806 · fundraising $3,149
-
22 · Depreciation, depletion and amortization
total $2,575,200 · program services $2,384,599 · management and general $190,601
-
23 · Insurance
total $306,408 · management and general $306,408
-
24a · Other expenses: MATERIAL AND SUPPLIES
total $2,507,567 · program services $2,136,539 · management and general $253,516 · fundraising $117,512
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $1,389,945 · program services $1,274,953 · management and general $114,992
-
24c · Other expenses: UTILITIES
total $548,900 · program services $509,464 · management and general $39,436
-
24d · Other expenses: TECHNOLOGY
total $484,832 · program services $484,832
-
24e · All other expenses
total $1,267,615 · program services $1,041,953 · management and general $175,313 · fundraising $50,349
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $11,792,252 · end of year $18,659,808
-
3 · Pledges and grants receivable
beginning of year $4,018,527 · end of year $3,668,440
-
4 · Accounts receivable
beginning of year $1,042,429 · end of year $286,200
-
7 · Other notes and loans receivable
beginning of year $245,000 · end of year $100,000
-
8 · Inventories for sale or use
beginning of year $13,025 · end of year $21,008
-
9 · Prepaid expenses and deferred charges
beginning of year $274,099 · end of year $343,530
-
10a · Land, buildings and equipment: cost or other basis
$80,384,235
-
10b · Land, buildings and equipment: accumulated depreciation
$28,948,837
-
10c · Land, buildings and equipment, net
beginning of year $52,319,760 · end of year $51,435,398
-
11 · Investments: publicly traded securities
beginning of year $41,388,955 · end of year $42,767,699
-
14 · Intangible assets
beginning of year $3,476 · end of year $0
-
15 · Other assets
beginning of year $108,627 · end of year $190,271
-
17 · Accounts payable and accrued expenses
beginning of year $3,394,148 · end of year $3,049,935
-
23 · Secured mortgages and notes payable
beginning of year $1,755,000 · end of year $0
-
25 · Other liabilities
beginning of year $1,939,737 · end of year $1,750,531
-
27 · Net assets without donor restrictions
beginning of year $70,168,663 · end of year $72,175,250
-
28 · Net assets with donor restrictions
beginning of year $33,948,602 · end of year $40,496,638
Mission and programs · 2022
Mission
SEVEN HILLS ENGAGES HEARTS AND MINDS, GUIDING STUDENTS TO CULTIVATE THEIR UNIQUE CAPACITIES AND PREPARING EACH FOR A MEANINGFUL ROLE IN A RAPIDLY CHANGING WORLD.
-
INSTRUCTIONAL AND STUDENT ACTIVITIES
Expenses $23,308,002 · Revenue $31,243,682
-
AUXILIARY SERVICES - BOOKSTORE, TRANSPORTATION, FOOD SERVICE, DAYCARE AND SUMMER SCHOOL
Expenses $1,822,789 · Revenue $1,840,577
-
FINANCIAL AID
Expenses $5,982,182 · Grants $5,982,182
As filed on the 2022 return.
Listed in Part VII
-
Stephen J BaggottSTEPHEN J BAGGOTT
CHAIR AND PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Lair KennedyLAIR KENNEDY
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Dorothy CorbettDOROTHY CORBETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Angie AppleANGIE APPLE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Nolan BeanNOLAN BEAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Karen B CallardKAREN B CALLARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kimberly JacksonKIMBERLY JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Peter Cha MDPETER CHA MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Alana PepperALANA PEPPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Amy DewittAMY DEWITT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Thomas Charles GarberTHOMAS CHARLES GARBER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jim JurgensenJIM JURGENSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Samir KulkarniSAMIR KULKARNI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jutta LafleyJUTTA LAFLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Chuck MingoCHUCK MINGO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John SchneiderJOHN SCHNEIDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Heather VecellioHEATHER VECELLIO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth York SchiffELIZABETH YORK SCHIFF
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
James A SchiffJAMES A SCHIFF
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Gabe DavisGABE DAVIS
ALUMNI REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
Kelli SteinKELLI STEIN
PARENT ASSOCIATION REPRESE
- Total calculated
- $0
- Hours/week
- 2
-
Samir Shah MD MsceSAMIR SHAH MD MSCE
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Christopher P GartenCHRISTOPHER P GARTEN
HEAD OF SCHOOL
- Total calculated
- $513,739
- From this org
- $495,439
- From related orgs
- $0
- Other
- $18,300
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $486,579
- Bonus
- $1,540
- Other
- $7,320
- Deferred
- $18,300
- Nontaxable benefits
- $0
- Filer's total
- $513,739
-
John AtkinsonJOHN ATKINSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Meredith FicksMEREDITH FICKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Steve LeeperSTEVE LEEPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Josh MartinJOSH MARTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Terrance J PorterTERRANCE J PORTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Janet HillJANET HILL
DIRECTOR OF ENROLLMENT MAN
- Total calculated
- $144,046
- From this org
- $133,099
- From related orgs
- $0
- Other
- $10,947
- Hours/week
- 40
-
Margo KirsteinMARGO KIRSTEIN
DIRECTOR OF DEVELOPMENT
- Total calculated
- $200,216
- From this org
- $185,415
- From related orgs
- $0
- Other
- $14,801
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,875
- Bonus
- $1,540
- Other
- $0
- Deferred
- $14,801
- Nontaxable benefits
- $0
- Filer's total
- $200,216
-
Susan MarrsSUSAN MARRS
ASSISTANT HEAD OF SCHOOL;
- Total calculated
- $191,603
- From this org
- $177,441
- From related orgs
- $0
- Other
- $14,162
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,901
- Bonus
- $1,540
- Other
- $0
- Deferred
- $14,162
- Nontaxable benefits
- $0
- Filer's total
- $191,603
-
Matthew BoltonMATTHEW BOLTON
HEAD OF THE UPPER SCHOOL
- Total calculated
- $180,409
- From this org
- $169,674
- From related orgs
- $0
- Other
- $10,735
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,405
- Bonus
- $1,540
- Other
- $20,729
- Deferred
- $10,735
- Nontaxable benefits
- $0
- Filer's total
- $180,409
-
Tracy MurchTRACY MURCH
HEAD OF THE DOHERTY SCHOOL
- Total calculated
- $174,123
- From this org
- $165,718
- From related orgs
- $0
- Other
- $8,405
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,825
- Bonus
- $1,540
- Other
- $15,353
- Deferred
- $8,405
- Nontaxable benefits
- $0
- Filer's total
- $174,123
-
William WaskowitzWILLIAM WASKOWITZ
HEAD OF THE MIDDLE SCHOOL
- Total calculated
- $187,892
- From this org
- $176,983
- From related orgs
- $0
- Other
- $10,909
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,817
- Bonus
- $4,140
- Other
- $21,026
- Deferred
- $10,909
- Nontaxable benefits
- $0
- Filer's total
- $187,892
-
Susan MillerSUSAN MILLER
HEAD OF LOTSPEICH SCHOOL
- Total calculated
- $173,142
- From this org
- $164,770
- From related orgs
- $0
- Other
- $8,372
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,924
- Bonus
- $1,540
- Other
- $10,306
- Deferred
- $8,372
- Nontaxable benefits
- $0
- Filer's total
- $173,142
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, and on a Form 990-PF Part VIII's — 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 · Travel for companions
- 1a · Discretionary spending account
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 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
- TRAVEL FOR COMPANIONS IS PROVIDED FOR SCHOOL RELATED FUNCTIONS ONLY. EXPENDITURES FROM THE DISCRETIONARY SPENDING ACCOUNT ARE APPROVED THROUGH THE NORMAL CASH DISBURSEMENTS PROCESS. HEALTH AND SOCIAL CLUB DUES ARE PROVIDED AS A MEANS TO STAY IN CONTACT WITH PARENTS AND ALUMNI OF THE SCHOOLS.
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.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
RENTAL OF RESIDENTIAL PROPERTY · OH · income $128,499 · assets $1,265,275
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 December 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323529349300657
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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