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Nonprofiteer
← MCCALLIE SCHOOL INC

Form 990 for tax year 2022

Filed by MCCALLIE SCHOOL INC.

Totals

Total revenue
$63,606,300
Total expenses
$57,016,836
Contributions and grants received
$8,991,524
Grants paid
$11,641,795
Program services expenses (Part IX)
$49,059,679
Management and general expenses
$4,742,872
Fundraising expenses
$3,214,285
Program service expenses (Part III)
$49,059,679

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • A LEE BURNS III

    Head of School

    Total calculated
    $774,341
    From this org
    $598,702
    From related orgs
    $0
    Other
    $175,639
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $497,050
    Bonus
    $47,000
    Other
    $54,652
    Deferred
    $94,564
    Nontaxable benefits
    $83,574
    Filer's total
    $776,840

  • KENNETH A SHOLL

    Assistant Head of School

    Total calculated
    $277,334
    From this org
    $257,330
    From related orgs
    $0
    Other
    $20,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,330
    Bonus
    $25,000
    Other
    $0
    Deferred
    $12,683
    Nontaxable benefits
    $15,850
    Filer's total
    $285,863

  • STEVEN B HEARN

    VP for Advancement

    Total calculated
    $276,427
    From this org
    $244,214
    From related orgs
    $0
    Other
    $32,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,214
    Bonus
    $20,000
    Other
    $0
    Deferred
    $19,225
    Nontaxable benefits
    $21,399
    Filer's total
    $284,838

  • Elizabeth A Wilson

    Chief Financial Officer

    Total calculated
    $236,612
    From this org
    $188,301
    From related orgs
    $0
    Other
    $48,311
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,301
    Bonus
    $25,000
    Other
    $0
    Deferred
    $15,464
    Nontaxable benefits
    $33,740
    Filer's total
    $237,505

  • Andrew C Hirt

    Dean of Enrollment Management

    Total calculated
    $211,220
    From this org
    $178,314
    From related orgs
    $0
    Other
    $32,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,014
    Bonus
    $20,300
    Other
    $0
    Deferred
    $14,691
    Nontaxable benefits
    $19,362
    Filer's total
    $212,367

  • Scotty L Jones

    Middle School Principal

    Total calculated
    $185,201
    From this org
    $129,587
    From related orgs
    $0
    Other
    $55,614
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,287
    Bonus
    $5,300
    Other
    $0
    Deferred
    $11,265
    Nontaxable benefits
    $45,586
    Filer's total
    $186,438

  • Craig A Ingvalson

    Director of Strategic Planning

    Total calculated
    $181,491
    From this org
    $154,653
    From related orgs
    $0
    Other
    $26,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,353
    Bonus
    $15,300
    Other
    $0
    Deferred
    $12,564
    Nontaxable benefits
    $17,224
    Filer's total
    $184,441

  • Ralph J Potter

    Head Football Coach

    Total calculated
    $167,961
    From this org
    $150,581
    From related orgs
    $0
    Other
    $17,380
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,781
    Bonus
    $2,800
    Other
    $0
    Deferred
    $12,246
    Nontaxable benefits
    $7,241
    Filer's total
    $170,068

  • Robert K Walker

    Former Head of School

    Total calculated
    $154,653
    From this org
    $154,653
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $154,653
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $4,465
    Filer's total
    $159,118

  • Henry L Hopping

    Upper School Principal

    Total calculated
    $147,443
    From this org
    $131,519
    From related orgs
    $0
    Other
    $15,924
    Hours/week
    40

  • Jamie Baker

    Director of Marketing and Comm

    Total calculated
    $124,758
    From this org
    $115,144
    From related orgs
    $0
    Other
    $9,614
    Hours/week
    40

  • Benjamin G Brock

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Stanley M Brock

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • James W Burns

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Samuel H Campbell IV

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kyle W Eiselstein

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Johnny O Graham

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • E Andrews Grinstead

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robert Faucette Huffaker Jr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dr Seong-Joo Jeong

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Graeme M Keith III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • James J Keras III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Haddon C Kirk

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Alan L Lebovitz

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michael G Mathis

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Parke S Morris

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • W Allen Morris

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • N Carter Newbold IV

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ward Petty

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Colin M Provine

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Joseph A Schmissrauter III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • W Brent Turner

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jason W Walker

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jack L Webb Jr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • W Gary Welch

    Trustee

    Total calculated
    $0
    Hours/week
    1

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 · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1A
AS A CONDITION OF EMPLOYMENT, CERTAIN EMPLOYEES ARE REQUIRED TO LIVE ON CAMPUS IN A RESIDENCE PROVIDED BY THE SCHOOL. CERTAIN EMPLOYEES RECEIVE CLEANING, MAINTENANCE, AND UTILITIES PROVIDED FOR THEIR RESIDENCE AT THE EXPENSE OF THE SCHOOL. The School provides for a social club membership for the headmaster for the transaction of School business. Business use is reimbursed to Headmaster by the School.
Part I, Line 4B
THE SCHOOL HAS A DEFINED BENEFIT PLAN WHICH WAS FROZEN IN 2005. CERTAIN EMPLOYEES ARE ELIGIBLE TO RECEIVE BENEFITS UNDER THIS PLAN IF THEY MET CERTAIN REQUIREMENTS IN 2005. IN 2014, THE BOARD APPROVED AND BEGAN FUNDING A DEFERRED COMPENSATION PLAN FOR A. LEE BURNS UNDER INTERNAL REVENUE CODE SECTION 457(F). THE PLAN IS FUNDED ANNUALLY AND VESTS TO THE EMPLOYEE OVER A PERIOD OF 20 YEARS. AS THE CONTRIBUTIONS ARE FUNDED, THE FUNDED AMOUNT IS REPORTED AS NON-TAXABLE DEFERRED COMPENSATION ON FORM 990. TAXABLE COMPENSATION IS REPORTED TO THE EMPLOYEE ON FORM W-2 AND ON FORM 990 AS BALANCES IN THE PLAN VEST. THIS PLAN IS IN PLACE TO RETAIN INDIVIDUALS KEY TO THE SUCCESSFUL OPERATIONS OF THE ORGANIZATION. CONTRIBUTIONS FOR THE CALENDAR YEAR TOTALED $50,000 TO THE PLAN. A. LEE BURNS, III ALSO PARTICIPATES IN A 457(B) PLAN. CONTRIBUTIONS FOR THE CALENDAR YEAR TOTALED $20,500 TO THE PLAN.
Part I, Line 7
THE SCHOOL PAID PERFORMANCE BONUSES TO CERTAIN MEMBERS OF MANAGEMENT DURING 2022-23.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202430519349301013

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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