2025-11-14T11:06:40-08:00 2025-06-30 570957419 The Hobbs Group PA 1704 Laurel Street Columbia SC 29201 990 2024-07-01 570358065 Heathwood Hall Episcopal School HEAT 8037652309 3000 South Beltline Boulevard Columbia SC 29201 Elizabeth E Summers Finance & Operations 2025-11-14 true true Will Stevens CPA P01208094 8037990555 2024 2025-03-06 01:10:19Z Chris Hinchey 40645724 false X www.heathwood.org X 1951 SC Heathwood Hall Episcopal School cultivates creative and critical thinking, develops leadership and social skills, and promotes service to others over the pursuit of self-interest through a rich academic and extracurricular program in a supportive community of talented educators and engaged students. 29 29 437 415 0 699468 736771 20834766 22110403 1223634 2028941 4356691 4535412 27114559 29411527 3811320 4157675 0 12169427 12604175 0 108978 6673498 7483412 22654245 24245262 4460314 5166265 58137265 74461334 26723604 37590779 31413661 36870555 Heathwood Hall Episcopal School cultivates creative and critical thinking, develops leadership and social skills, and promotes service to others over the pursuit of self-interest through a rich academic and extracurricular program in a supportive community of talented educators and engaged students. false false 18787765 4157675 22110403 Operation of school educational facility and ancillary functions for grades K-2 through 12. 18787765 true true false false false false false false false true true true false false true true true false true false false false false false true false false false true true true false false false false false false false false false false false false false false false true false false false true X 73 0 true 437 true false false false false false false false 0 false false false false false false false X 29 29 false false false false false false false true true false false false true true true true true true true false SC X X Patty Resch 8037652309 3000 S Beltline Blvd Columbia SC 29201 X Christopher Hinchey Head of School 50.00 0.00 388838 0 72595 Suzanne Nagy Asst Head for Enrollment 50.00 0.00 135500 0 28371 George Scouten Upper School Head 50.00 0.00 130875 0 27558 Elizabeth E Summers Finance & Operations Director 50.00 0.00 139285 0 16546 Laura Winburn Executive Director of Philanthropy 50.00 0.00 112500 0 37397 Glenn DeLaney Middle School Head 50.00 0.00 110000 0 25129 Megan Dhar Early Childhood & Lower School Head 50.00 0.00 63223 0 27805 Lee Weisbecker Technology Director 50.00 0.00 59218 0 15090 Simone Ansley Director 1.00 0.00 X 0 0 0 Peyton Bryant Director 1.00 0.00 X 0 0 0 Alicia McFarland Director 1.00 0.00 X 0 0 0 WD Morris Director 1.00 0.00 X 0 0 0 Kevin Martin Director 1.00 0.00 X 0 0 0 Judi Gatson Director 1.00 0.00 X 0 0 0 Alana Williams Director 1.00 0.00 X 0 0 0 Dewey Nelson Ervin Director 1.00 0.00 X 0 0 0 John Scurry Director 1.00 0.00 X 0 0 0 Northan Golden Director 1.00 0.00 X 0 0 0 James P Hartley Director 1.00 0.00 X 0 0 0 Michael Hitchcock Director 1.00 0.00 X 0 0 0 Stanley Juk Director 1.00 0.00 X 0 0 0 McIver Leppard Director 1.00 0.00 X 0 0 0 Rion Cobb Director 1.00 0.00 X 0 0 0 Roy Shelley Director 1.00 0.00 X 0 0 0 Childs Cantey Thrasher Director 1.00 0.00 X 0 0 0 Caitlyn Keith Director 1.00 0.00 X 0 0 0 Ainsley Stone Director 1.00 0.00 X 0 0 0 Matt Holycross Director 1.00 0.00 X 0 0 0 JoLee Gudmundson Director 1.00 0.00 X 0 0 0 Jessica Shand Director 1.00 0.00 X 0 0 0 Alison Barry Director 1.00 0.00 X 0 0 0 Kenny Hastie Jr Director 1.00 0.00 X 0 0 0 Marshall James Director 1.00 0.00 X 0 0 0 Stephanie Kimbrough Director 1.00 0.00 X 0 0 0 Beth Burke Richardson Director 1.00 0.00 X 0 0 0 Freeman Belser Board Chair 1.00 0.00 X 0 0 0 Josh Nelson Vice Chair 1.00 0.00 X 0 0 0 1139439 250491 6 false true false Flik Compass Group Po Box 417632 Boston MA 022417932 Food Services 1035783 Buchanan Construction Services Inc PO Box 6782 Columbia SC 29260 Construction 2430613 A3 Communications Inc PO Box 117343 Atlanta GA 30368 Communication 133855 360Brands Inc PO Box 2478 MT Pleasant SC 29465 Cleaning Services 128843 Contract Construction Inc PO Box 269 Ballentine SC 29002 Construction 758497 10 630784 105987 736771 Other Programs 1695752 1695752 Student Activities 87316 87316 Student Services 1195453 1195453 Tuition 19131882 19131882 22110403 778322 778322 0 0 0 12353649 12022 11115052 1238597 12022 1250619 1250619 280232 119145 161087 0 4277343 4277343 4277343 Other Income 96982 96982 96982 29411527 28513669 0 4157675 4157675 0 0 1567703 1120613 447090 0 8847388 6335621 2511767 283401 191170 92231 1171178 837171 334007 734505 525033 209472 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 797520 797520 0 1311699 1311699 0 Operational Supplies 1175779 1073962 100374 1443 Professional Services 1067934 534273 503223 30438 Instructional Materials 689087 689087 Repair, Maintenance and Rent 582663 524788 57875 1858730 1486673 294960 77097 24245262 18787765 5348519 108978 14706887 19797337 0 2322342 1735708 1484766 1648169 0 0 0 0 0 48538554 15007120 23623956 33531434 11478600 12765200 3524251 3746409 0 0 996463 1237077 58137265 74461334 2183380 723863 11431969 12531963 12861982 24036662 246273 298291 26723604 37590779 X 22548013 28019089 8865648 8851466 31413661 36870555 58137265 74461334 5166265 290629 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5581755 750 657699 205700 30682 6003822 5266352 1500 552421 206000 32518 5581755 5036676 10100 366643 205000 31367 5177052 6039514 13965 -778097 205000 33706 5036676 4887258 136740 1266937 200000 31421 6059514 0.58900 0.41100 true false false 1759952 1759952 44245458 13749772 30495686 2533144 1257348 1275796 33531434 3746409 Agency Funds Deposits 298291 298291 X 25544481 290629 -4157675 -3867046 29411527 29411527 20087587 -4157675 -4157675 24245262 24245262 Part X : FIN48 Footnote The School is a non-profit organization, which is exempt from income taxes under Internal Revenue Code Section 501(c) (3) and is subject to federal and state income tax only on net unrelated business income. Management is not aware of any transactions which would jeopardize their tax-exempt status.Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the School and recognize a tax liability (or asset) if the School has taken an uncertain position that more likely than not would not be substantiated upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the School and has concluded that as of June 30, 2025 and 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The School is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for fiscal years prior to 2021. U.S. state jurisdictions have statutes of limitations that generally range from three to five years. true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race X false Auction 280232 280232 119145 280232 280232 119145 119145 161087 false 0 0 Financial Aid 346 4157675 X X X X X X false false false false false false false false false Christopher Hinchey Head of School 365000 23838 17250 55345 461433 Elizabeth E Summers Finance & Operations Director 138625 660 6931 9615 155831 George Scouten Upper School Head 130875 6544 21014 158433 Suzanne Nagy Asst Head for Enrollment 135500 6775 21596 163871 A SC JEDA 570960018 2022-09-01 6600000 Refinance false false false B SC JEDA 570960018 2022-09-01 14693115 Finance Capital Improvements false false false A 356921 6600000 2023 true false true true B 14693115 14693115 2023 false false true true A false false false false false 0.00080 0.00080 false false false B false false false false false 0.00080 0.00080 false false false A B Form 990, Part VI, Section B, Line 11b The underlying financial information supporting the Form 990 was previously considered when the Board was presented the annual audited financial statements. Once completed, a copy of the Form 990 is made available and Board Members are encouraged to examine it in detail and to contact school management with any questions. In addition, the Form 990 is posted to Guidestar in its entirety. Form 990, Part VI, Section B, Line 12c Heathwood Hall annually provides its trustees with the school's conflict of interest policy and asks them to return a signed form disclosing anything they believe could be a conflict of interest. If there are any potential conflicts disclosed, they are reviewed by the audit committee. School personnel also monitor invoices, contracts, etc. for possible transactions between the school and trustees or their companies. Form 990, Part VI, Section B, Line 15a The Board of Trustees reviewed national, regional and state-wide salary and benefit comparisons when setting compensation for the Head of School. Compensation is based on the requirements of the position and experience level of the position holder. Form 990, Part VI, Section B, Line 15b The Head of the School has the responsibility of setting the compensation for the school's employees. When examining the compensation for key employees, the Head of the School looks at national, regional and state-wide data for comparison. In addition, for similarly situated schools, he uses the 990 information that is publicly available on Guidestar. Form 990, Part VI, Section C, Line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public through multiple outlets. Form 990, Part V, Line 1c - Reportable Payments The organization had no reportable payments to a vendor requiring compliance with backup withholding rules, nor did they provide any reportable gaming, gambling, or winnings to a prize winner during the calendar year. The Foundation for Heathwood Hall 3000 South Beltline Boulevard Columbia SC 29201 Support SC 501(c)(3) 11 - III-FI NA false false false false false false false false false false false false false false false false false false false false Transactions with the Foundation of Heathwood Hall, Inc. The School and The Foundation of Heathwood Hall, Inc. (the "Foundation") entered into an agreement at the inception of the School in which the Foundation will be the owner of the property in which the School operates. The School and Foundation entered into a lease effective June 23, 1998 until August 31, 2052 with the primary terms that the School is responsible for all upfits and maintenance. At the conclusion of the original lease term, the lease shall automatically renew on a month to month basis on the same conditions of the original agreement unless notice is given thirty days in advance. Terms of the lease are that the School is responsible for making all payments on outstanding debt on the Foundation's property. The Foundation's primary objective is the review of the investment policies and accounts of the School. The Foundation has no related financial activity for the years ending June 30, 2025 and June 30, 2024.