Totals
- Total revenue
- $22,526,362
- Total expenses
- $19,230,185
- Contributions and grants received
- $4,282,108
- Grants paid
- $4,289,330
- Program services expenses (Part IX)
- $14,814,692
- Management and general expenses
- $3,635,959
- Fundraising expenses
- $779,534
- Program service expenses (Part III)
- $14,814,692
Program services were 77.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
STEPHEN CARTER
TRUSTEE - INVESTMENT TASK FORCE
- Total calculated
- $0
- Hours/week
- 4
-
DR CECELIA CLEMANS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
RICHARD CRITZ JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
SHEILA DEWITT
TRUSTEE - GOVERNANCE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
LISA DRAKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
SALLY GREEN
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
BOB GRUNBECK
TRUSTEE - PHILANTHROPY CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
LAUREN HINES
TRUSTEE - VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
STEVE JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
BILL KELSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JIM LAMP
TRUSTEE - B&G CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
HAROLD LOSEY
TRUSTEE - AUDIT CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
DR SAL MALIK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
BRENT POWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
SUSAN RAND KING
TRUSTEE - BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 8
-
GARVIN WARNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
NEAL WINNEG
TRUSTEE - TREASURER/FINANCE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
ANDREW CHAPPELL
HEAD OF SCHOOL
- Total calculated
- $202,020
- From this org
- $177,688
- From related orgs
- $0
- Other
- $24,332
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,040
- Bonus
- $14,648
- Other
- $0
- Deferred
- $14,458
- Nontaxable benefits
- $9,874
- Filer's total
- $202,020
-
SCOTT MCPHERSON
CHIEF FINANCIAL OFFICER
- Total calculated
- $186,391
- From this org
- $176,524
- From related orgs
- $0
- Other
- $9,867
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,524
- Bonus
- $0
- Other
- $0
- Deferred
- $8,930
- Nontaxable benefits
- $937
- Filer's total
- $186,391
-
FRANK BRANDT
ASSISTANT HEAD FOR FACULTY AND INNOVATION
- Total calculated
- $139,653
- From this org
- $108,161
- From related orgs
- $0
- Other
- $31,492
- Hours/week
- 40
-
LINDLEY SHUTZ
ASSOCIATE HEAD OF SCHOOL & DEAN OF ACADEMICS
- Total calculated
- $133,952
- From this org
- $106,378
- From related orgs
- $0
- Other
- $27,574
- Hours/week
- 40
-
MARY HALPIN CARTER
FORMER HEAD OF SCHOOL
- Total calculated
- $193,621
- From this org
- $166,475
- From related orgs
- $0
- Other
- $27,146
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,475
- Bonus
- $0
- Other
- $0
- Deferred
- $16,894
- Nontaxable benefits
- $10,252
- Filer's total
- $193,621
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
- 2 · Substantiation required before reimbursing expenses
- 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
- 1b · Written policy on the line-1a expenses
- 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 1B
- IT IS THE POLICY OF THE SCHOOL TO REIMBURSE STAFF FOR REASONABLE AND NECESSARY EXPENSES INCURRED IN CONNECTION WITH APPROVED TRAVEL AND EXPENSES ON BEHALF OF THE SCHOOL. THERE IS NO WRITTEN FORMAL POLICY REGARDING EXPENSES AND REIMBURSEMENTS. REIMBURSEMENT FOR EXPENSES FOLLOW IRS GUIDELINES FOR AN ACCOUNTABLE PLAN; PAID FOR INCURRED EXPENSES, ACCOUNT FOR EXPENSES INCURRED, RETURN EXCESS REIMBURSEMENT, ALL WITHIN A REASONABLE TIME PERIOD.
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
- 6 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400379349301670
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