Totals
- Total revenue
- $55,789,565
- Total expenses
- $51,497,600
- Contributions and grants received
- $9,617,584
- Grants paid
- $2,919,804
- Program service revenue
- $41,218,040
- Investment income
- $3,920,284
- Other revenue
- $1,033,657
- Total assets, end of year
- $346,432,014
- Total liabilities, end of year
- $55,297,349
- Net assets or fund balances, end of year
- $291,134,665
- Program services expenses (Part IX)
- $41,448,616
- Management and general expenses
- $7,492,315
- Fundraising expenses
- $2,556,669
- Program service expenses (Part III)
- $41,448,616
Program services were 80.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DR KAREN COLEMAN
FORMER HEAD OF SCHOOL (THRU 6/30/22)
- Total calculated
- $1,224,448
- From this org
- $1,193,536
- From related orgs
- $0
- Other
- $30,912
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $262,674
- Bonus
- $0
- Other
- $930,862
- Deferred
- $19,005
- Nontaxable benefits
- $11,907
- Filer's total
- $1,224,448
-
DR LAURA LEATHERS
HEAD OF SCHOOL (AS OF 1/1/23)
- Total calculated
- $450,803
- From this org
- $386,772
- From related orgs
- $0
- Other
- $64,031
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $343,241
- Bonus
- $40,000
- Other
- $3,531
- Deferred
- $21,350
- Nontaxable benefits
- $42,681
- Filer's total
- $450,803
-
JESSICA EPPERSON
DIR OF DEVELOPMENT & STRATEGIC INITIATIVE
- Total calculated
- $311,362
- From this org
- $222,704
- From related orgs
- $0
- Other
- $88,658
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $219,497
- Bonus
- $0
- Other
- $3,207
- Deferred
- $16,351
- Nontaxable benefits
- $72,307
- Filer's total
- $311,362
-
RANDALL RHODUS
HEAD OF LOWER SCHOOL
- Total calculated
- $272,470
- From this org
- $176,180
- From related orgs
- $0
- Other
- $96,290
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $172,853
- Bonus
- $0
- Other
- $3,327
- Deferred
- $15,388
- Nontaxable benefits
- $80,902
- Filer's total
- $272,470
-
KATHRYN LETO
CHIEF FINANCIAL OFFICER
- Total calculated
- $254,690
- From this org
- $229,586
- From related orgs
- $0
- Other
- $25,104
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $226,094
- Bonus
- $0
- Other
- $3,492
- Deferred
- $16,107
- Nontaxable benefits
- $8,997
- Filer's total
- $254,690
-
LISA CULBERTSON
HEAD OF UPPER SCHOOL
- Total calculated
- $237,735
- From this org
- $196,980
- From related orgs
- $0
- Other
- $40,755
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $194,741
- Bonus
- $0
- Other
- $2,239
- Deferred
- $14,637
- Nontaxable benefits
- $26,118
- Filer's total
- $237,735
-
AMY WINTERMEYER
ASST. HOS FOR SE (THRU 6/30/22)
- Total calculated
- $233,827
- From this org
- $218,179
- From related orgs
- $0
- Other
- $15,648
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $132,700
- Bonus
- $0
- Other
- $85,479
- Deferred
- $9,539
- Nontaxable benefits
- $6,109
- Filer's total
- $233,827
-
JOAN GUZMAN
CHIEF OPERATIONS OFFICER
- Total calculated
- $221,872
- From this org
- $196,595
- From related orgs
- $0
- Other
- $25,277
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $193,731
- Bonus
- $0
- Other
- $2,864
- Deferred
- $13,838
- Nontaxable benefits
- $11,439
- Filer's total
- $221,872
-
NICOLE GINSBURG SMALL
CHAIR
- Total calculated
- $0
- Hours/week
- 15
-
DR NEELESH MEHENDALE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
ELIZABETH CULLUM HELFRICH
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
ANDREW HILL
TREASURER
- Total calculated
- $0
- Hours/week
- 15
-
ISABELL NOVAKOV HIGGINBOTHAM
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
KATHRYN WALKER FRANCIS
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
A SHONN BROWN
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 5
-
DR SULMAN AHMED
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
WASAN ALFALAHI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
NANCY LIRA BERNARDINO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
LUCY BILLINGSLEY BURNS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
CARLA BOLDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
TAJ CLAYTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
TRICIA DRUM DAVIDSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
LANDY ELLIOT FOX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
HELEN HARRIS-ALLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
ELLEN HAYNES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
ARIANA VIROSLAV HELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
SCOTT HARPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
ABBY HOAK-MORTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
COURTNEY JONES JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
FALLYN GRAY JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
SABRINA KESSEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
JUN II KWUN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
ANGELICA MARIN-HILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
SCOTT MINNIX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
SHANKH MITRA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
GUADALUPE MORA-DUARTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
MARISIA PARRA-GOANA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
KELSEY SWINGLE ROBERTSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
DAVID A ROOSEVELT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
BETTY SCHULTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
MIGUEL SOLIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
DR MICHAEL SORRELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
CANDACE CAMPBELL SWANGO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
DAWNE TRIBOLET
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
LINDA CUSTARD
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LYDA HILL
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JAMES M HOAK JR
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NATALIE HENDERSON LEE
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JANIE STRAUSS MCGARR
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ELLEN HIGGINBOTHAM ROGERS
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARGOT PEROT
LIFE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD S ROGOFF
LIFE TRUSTEE (LEFT 6/23)
- Total calculated
- $0
- Hours/week
- 1
-
BARNEY T YOUNG
LIFE TRUSTEE (LEFT 5/23)
- 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, 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 · Discretionary spending account
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 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
- THE SCHOOL PROVIDES THE HEAD OF SCHOOL A DISCRETIONARY BUDGET FOR SCHOOL-RELATED EXPENSES. ALL EXPENSES RUN THROUGH THE NORMAL EXPENSE PROCESS AND REQUIRE THE APPROPRIATE SUBSTANTIATION. IRS INSTRUCTION TO FORM 990 REQUIRE THAT A HOUSING ALLOWANCE PROVIDED TO EMPLOYEES BY THEIR EMPLOYER BE REPORTED ON FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II (WHETHER OR NOT THE VALUE IS DEEMED TAXABLE). THE FORMER HEAD OF SCHOOL RECEIVED A HOUSING ALLOWANCE PER CONTRACT ($60,000 DURING CALENDER YEAR 2022). THE SCHOOL HAS DETERMINED THAT THE HOUSING ALLOWANCE IS TAXABLE AND HAS BEEN REPORTED IN SCHEDULE J, PART II, COLUMN B (III).
- PART I, LINE 4A
- THE FORMER HEAD OF SCHOOL RECEIVED A SEVERANCE PAYMENT OF $671,720 DURING THE CALENDAR YEAR 2022. THE ASSISTANT HEAD OF SCHOOL FOR STUDENT EXPERIENCE RECEIVED A SEVERANCE PAYMENT $82,379 DURING THE CALENDAR YEAR 2022.
- PART I, LINE 4B
- THE FORMER HEAD OF SCHOOL PARTICIPATED IN A 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF THE SCHOOL. THE FORMER HEAD OF SCHOOL RECEIVED DISTRIBUTIONS OF $79,114 FROM THE 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN CALENDAR YEAR 2022.
- PART I, LINE 7
- THE HEAD OF SCHOOL RECEIVED A DISCRETIONARY BONUS OF $40,000 DURING THE 2022 CALENDAR YEAR REPORTED IN PART II, COLUMN B(II). THE AMOUNT WAS DETERMINED BY THE COMPENSATION AND REVIEW COMMITTEE.
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
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202430789349300813
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