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Nonprofiteer
← ROWLAND HALL-ST MARKS SCHOOL

Form 990 for tax year 2023

Filed by ROWLAND HALL-ST MARKS SCHOOL.

Totals

Total revenue
$40,077,570
Total expenses
$35,000,030
Contributions and grants received
$8,996,326
Grants paid
$0
Program service revenue
$30,266,320
Investment income
$627,199
Other revenue
$187,725
Total assets, end of year
$94,508,501
Total liabilities, end of year
$8,615,456
Net assets or fund balances, end of year
$85,893,045
Program services expenses (Part IX)
$29,363,167
Management and general expenses
$4,680,110
Fundraising expenses
$956,753
Program service expenses (Part III)
$29,363,167

Program services were 83.9% 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

    $8,996,326

  • 2a · Program service revenue: TUITION

    total $26,325,360 · related or exempt $26,325,360

  • 2b · Program service revenue: AUXILIARY SERVICES

    total $2,741,081 · related or exempt $2,741,081

  • 2c · Program service revenue: FEES & ASSESSMENTS

    total $1,199,879 · related or exempt $1,199,879

  • 3 · Investment income

    total $627,199 · excluded $627,199

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $187,725 · related or exempt $187,725

  • 11e · Other revenue, total

    $187,725

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,853,428 · program services $685,434 · management and general $1,008,556 · fundraising $159,438

  • 7 · Other salaries and wages

    total $14,032,926 · program services $12,656,045 · management and general $1,013,525 · fundraising $363,356

  • 9 · Other employee benefits

    total $2,853,966 · program services $2,408,237 · management and general $379,997 · fundraising $65,732

  • 10 · Payroll taxes

    total $1,130,532 · program services $961,070 · management and general $132,270 · fundraising $37,192

  • 11b · Fees: legal

    total $16,278 · management and general $16,278

  • 11c · Fees: accounting

    total $79,785 · management and general $79,785

  • 12 · Advertising and promotion

    total $171,993 · program services $3,165 · management and general $168,828

  • 13 · Office expenses

    total $379,867 · program services $368,375 · management and general $9,235 · fundraising $2,257

  • 14 · Information technology

    total $1,062,669 · program services $743,868 · management and general $318,801

  • 16 · Occupancy

    total $408,339 · program services $408,339

  • 17 · Travel

    total $605,033 · program services $415,323 · management and general $186,649 · fundraising $3,061

  • 22 · Depreciation, depletion and amortization

    total $1,281,524 · program services $1,025,219 · management and general $156,510 · fundraising $99,795

  • 23 · Insurance

    total $435,790 · program services $5,055 · management and general $430,735

  • 24a · Other expenses: FINANCIAL AID

    total $3,468,063 · program services $3,468,063

  • 24b · Other expenses: CAPITAL CAMPAIGN

    total $2,923,698 · program services $2,828,970 · fundraising $94,728

  • 24c · Other expenses: GENERAL AND MISC EXPENS

    total $1,187,229 · program services $706,545 · management and general $472,371 · fundraising $8,313

  • 24d · Other expenses: STUDENT EXPENSE

    total $939,182 · program services $880,300 · management and general $58,882

  • 24e · All other expenses

    total $2,169,728 · program services $1,799,159 · management and general $247,688 · fundraising $122,881

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,137,781 · end of year $20,796,570

  • 3 · Pledges and grants receivable

    beginning of year $13,181,241 · end of year $16,999,281

  • 4 · Accounts receivable

    beginning of year $501,627 · end of year $310,727

  • 5 · Loans and receivables from officers and key people

    beginning of year $325,000 · end of year $285,000

  • 10a · Land, buildings and equipment: cost or other basis

    $51,457,594

  • 10b · Land, buildings and equipment: accumulated depreciation

    $22,868,373

  • 10c · Land, buildings and equipment, net

    beginning of year $27,961,063 · end of year $28,589,221

  • 12 · Investments: other securities

    beginning of year $27,998,185 · end of year $25,954,567

  • 15 · Other assets

    beginning of year $1,323,144 · end of year $1,573,135

  • 17 · Accounts payable and accrued expenses

    beginning of year $487,550 · end of year $857,550

  • 19 · Deferred revenue

    beginning of year $8,948,216 · end of year $6,594,448

  • 25 · Other liabilities

    beginning of year $987,647 · end of year $1,163,458

  • 27 · Net assets without donor restrictions

    beginning of year $37,943,742 · end of year $41,114,223

  • 28 · Net assets with donor restrictions

    beginning of year $39,060,886 · end of year $44,778,822

Mission and programs · 2023

Mission

WE INSPIRE STUDENTS TO LEAD ETHICAL AND PRODUCTIVE LIVES THROUGH A COLLEGE PREPARATORY PROGRAM THAT PROMOTES THE PURSUIT OF ACADEMIC AND PERSONAL EXCELLENCE.

Activities or mission (Part I)

INDEPENDENT SCHOOL EDUCATION

  • INDEPENDENT SCHOOL EDUCATION FROM PRE-SCHOOL TO 12TH GRADE

    Expenses $29,363,167 · Revenue $30,454,045

As filed on the 2023 return.

Listed in Part VII

  • Adam Himoff

    NOMINATING CHAIR AND VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Akemi Louchheim

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Ben Dahl

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Bing Fang

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Cary Jones

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Christopher Von Maack

    INVESTMENT CHAIR

    Total calculated
    $0
    Hours/week
    10

  • Dru Damico

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeanne Zeigler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Jeff Miller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Rhodes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jenna Pagoaga

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Price-Wallin

    BUILDING COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1.25

  • Katie Lieberman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    7

  • Keith Taylor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Maia Hightower

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mairi Leining

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Marina Lowe

    INCLUSION, EQUITY, AND OUTREACH CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Mary Ann Villarreal

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Melissa Filippone

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Mike Yeates

    FINANCE COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Molly McCarthey-Spain

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Philip McCarthey

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Ping Li

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Webster

    DEVELOPMENT COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Rt Rev Phyllis A Spiegal

    EPISCOPAL BISHOP OF UTAH

    Total calculated
    $0
    Hours/week
    0

  • Sarah Campsen

    ANNUAL FUND CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Sarah Lehman

    BOARD CHAIR, CHAIR LEADERSHIP COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    15

  • Michael Gee

    HEAD OF SCHOOL

    Total calculated
    $596,562
    From this org
    $577,670
    From related orgs
    $0
    Other
    $18,892
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $577,670
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,892
    Filer's total
    $596,562

  • Robyn Jensen

    DIRECTOR OF ADVANCEMENT

    Total calculated
    $160,937
    From this org
    $160,937
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,937
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $160,937

  • Steve Cross

    CHIEF FINANCIAL OFFICER

    Total calculated
    $124,316
    From this org
    $115,507
    From related orgs
    $0
    Other
    $8,809
    Hours/week
    40

  • Emily Wellman

    BEGINNING & LOWER SCHOOL PRINCIPAL

    Total calculated
    $152,974
    From this org
    $134,242
    From related orgs
    $0
    Other
    $18,732
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,242
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,732
    Filer's total
    $152,974

  • Ingrid Gustavson

    UPPER SCHOOL PRINCIPAL

    Total calculated
    $161,618
    From this org
    $142,386
    From related orgs
    $0
    Other
    $19,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,386
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,232
    Filer's total
    $161,618

  • Jennifer Blake

    ASSOCIATE HEAD OF SCHOOL

    Total calculated
    $208,461
    From this org
    $189,229
    From related orgs
    $0
    Other
    $19,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,229
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,232
    Filer's total
    $208,461

  • Patrick Godfrey

    DIRECTOR OF TECHNOLOGY

    Total calculated
    $161,154
    From this org
    $141,922
    From related orgs
    $0
    Other
    $19,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,922
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,232
    Filer's total
    $161,154

  • Todd Brickson

    ROWMARK PROGRAM DIRECTOR

    Total calculated
    $163,880
    From this org
    $144,648
    From related orgs
    $0
    Other
    $19,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,648
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,232
    Filer's total
    $163,880

  • Gwen Fonarow

    CHIEF FINANCIAL OFFICER

    Total calculated
    $116,208
    From this org
    $116,208
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,208
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $116,208

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 · 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 · 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
ITEMS ARE INCLUDED IN THE W-2 FRINGE BENEFIT INCOME OR DIRECTLY IN THE COMPENSATION REPORTED ON THE W-2 FOR THE PERSON LISTED IN FORM 990 FOR WHOM THE RELEVANT ITEMS WERE PROVIDED. THE ALLOWANCES AND OTHER ITEMS ARE ALL REPORTED AS TAXABLE INCOME TO THE PERSON.

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
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202521279349301317

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