2026-05-13T14:26:43-05:00 2025-06-30 231144520 TAIT WELLER & BAKER LLP TWO LIBERTY PL 50 S 16TH ST STE 2900 PHILADELPHIA PA 191022529 990 2024-07-01 231352647 THE HILL SCHOOL HILL 6103261000 860 BEECH STREET POTTSTOWN PA 19464 KATHLEEN DEVANEY HEAD OF SCHOOL 6103261000 2026-05-13 1 0 HARRISON PEREIRA P00746867 2159798800 2026-05-12 2024 2025-03-06 01:10:19Z KATHLEEN DEVANEY 860 BEECH STREET POTTSTOWN PA 19464 86586721 0 X WWW.THEHILL.ORG X 1920 PA SECONDARY BOARDING/DAY EDUCATIONAL INSTITUTION 27 27 398 0 932948 898725 7932361 19996156 36585282 37211147 8709841 9241861 83498 316039 53310982 66765203 7532264 7766987 0 0 22298246 23422245 1500 28248 4621219 25970798 26450614 55802808 57668094 -2491826 9097109 345931101 366258558 52891820 49252674 293039281 317005884 X THE HILL SCHOOL PREPARES STUDENTS FROM ACROSS THE COUNTRY AND AROUND THE WORLD FOR COLLEGE, CAREERS AND LIFE. WITHIN A FAMILY SCHOOL ENVIRONMENT AND A RIGOROUS LIBERAL ARTS CURRICULUM, WE CHALLENGE OUR YOUNG PEOPLE TO WORK HARD; THINK AND REASON; BE FULFILLED; SERVE THE COMMON GOOD; AND BE PREPARED TO LEAD AS CITIZENS OF THE WORLD, UNIQUELY GUIDED BY OUR MOTTO, "WHATSOEVER THINGS ARE TRUE." 0 0 41650021 7766987 37211147 THE HILL SCHOOL PROVIDES A CHALLENGING CURRICULUM TO ITS 527 STUDENTS EMPHASIZING CRITICAL THINKING AND WRITING. A TOTAL OF 21 ADVANCED PLACEMENT COURSES WERE OFFERED AS WELL AS AN ARRAY OF HONORS CLASSES AND INDEPENDENT STUDIES. HILL STUDENTS ARE ACTIVE IN ATHLETICS, THE ARTS, STUDENT-RUN ORGANIZATIONS AND COMMUNITY SERVICE. HILL STUDENTS ARE DRAWN FROM 26 STATES AND 17 FOREIGN COUNTRIES. THE TYPICAL CLASS SIZE IS 11 STUDENTS WITH A STUDENT/TEACHER RATIO OF 7:1. 41650021 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 1 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 154 0 398 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AK CO KY MD MA MI NH OH OK OR WA X RICHARD T WOOD 6103261000 THE HILL SCHOOL 860 BEECH STREET POTTSTOWN PA 19464 JAMES L ALEXANDRE CHAIRMAN 10.00 X X 0 0 0 MICHAEL W HARRIS VICE CHAIRMAN 3.00 X X 0 0 0 JAMES A BAKER IV BOARD MEMBER 2.00 X 0 0 0 DOUGLAS R BRODY BOARD MEMBER 2.00 X 0 0 0 GEOFFREY A RICHARDS BOARD MEMBER 2.00 X 0 0 0 JOHN P MILLAR JR BOARD MEMBER 2.00 X 0 0 0 ELIZABETH T BURTON BOARD MEMBER 2.00 X 0 0 0 ROBERT W OBERRENDER BOARD MEMBER 2.00 X 0 0 0 LYNNE EVANS BOARD MEMBER 2.00 X 0 0 0 RICHARD J TABARRINI JR BOARD MEMBER 2.00 X 0 0 0 MATTHEW J BATES BOARD MEMBER 2.00 0.50 X 0 0 0 MADISON BYRNES BENADUM BOARD MEMBER 2.00 X 0 0 0 DARNELL J MORROW BOARD MEMBER 2.00 X 0 0 0 TRACY L STEELE BOARD MEMBER 2.00 X 0 0 0 MAX ZHANG BOARD MEMBER 2.00 X 0 0 0 NICOLE E LAUREDAN BOARD MEMBER 2.00 X 0 0 0 DOUGLAS J BOUQARD III BOARD MEMBER 2.00 X 0 0 0 JENNIFER KANG BOARD MEMBER 2.00 X 0 0 0 JAY LANKFORD BOARD MEMBER 2.00 0.50 X 0 0 0 HANS MAENTZ BOARD MEMBER 2.00 X 0 0 0 DENNIS MAGUIRE BOARD MEMBER 2.00 X 0 0 0 ANNIE MCLAUGHLIN BOARD MEMBER 2.00 X 0 0 0 MICHELLE A GYVES BOARD MEMBER 2.00 X 0 0 0 GILBERT H REESE BOARD MEMBER 2.00 X 0 0 0 DON RYU BOARD MEMBER 2.00 X 0 0 0 OWEN A MELHADO BOARD MEMBER 2.00 X 0 0 0 MARK W CRESAP III BOARD MEMBER 2.00 X 0 0 0 SCOTT FAULKINGHAM ASSISTANT TREASURER & CONT 40.00 0.50 X 157497 0 31402 RICHARD WOOD TREASURER & CFOO 40.00 0.50 X 299260 0 89576 KATHLEEN DEVANEY HEAD OF SCHOOL 40.00 0.50 X 425227 0 101633 SHONDA KRAEMER ASSISTANT SECRETARY 40.00 X 76583 0 23698 THOMAS ECCLESTON IV ASST. HEADMASTER FOR ENROL 40.00 X 176152 0 73425 CHRISTIAN P SOCKEL ASST. HEADMASTER FOR ADVAN 40.00 X 260646 0 42762 DR KRISTIN SPENCER MEDICAL DIRECTOR 40.00 X 198924 0 45854 COLLIN R WOOD SENIOR DIRECTOR OF CAMPUS OPERATIONS 40.00 X 174123 0 23591 ARIEL BAUM ASSISTANT HEAD OF SCHOOL FOR COMMUNITY LIFE 40.00 X 163046 0 55467 ZACHARY LEHMAN HEAD OF SCHOOL - FORMER 40.00 X 694668 0 0 2626126 0 487408 38 1 1 0 SODEXO FOOD SERVICE 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 FOOD SERVICE 3384547 VONBRONG BUILDERS LLC 605 FAIRWAY DRIVE TELFORD PA 189692263 CONSTRUCTION 610130 DONNELLY AND SONS LLC 518 KIMBERTON RD - 323 PHOENIXVILLE PA 19460 CONSTRUCTION 533542 SACKS & SONS INC 1207 GRAVEL PIKE ZIEGLERVILLE PA 19492 CONSTRUCTION 473935 SCHWARTZ HANNUM PC 11 CHESTNUT STREET ANDOVER MA 01810 LEGAL 345020 42 19996156 7483444 19996156 TUITION AND FEES 611600 37177925 37177925 SUMMER ATHLETIC CAMPS 713990 36220 36220 USE OF FACILITIES 713990 -2998 -2998 37211147 4844377 899726 3944651 24033190 19635706 4397484 4397484 4397484 164724 185812 -21088 -21088 MISCELLANEOUS INCOME 900099 290386 290386 STUDENT BUS TRIPS 900099 46741 46741 337127 66765203 37493964 932948 8342135 20000 20000 7746987 7746987 1285483 135726 1014031 135726 16165007 9968565 4730222 1466220 1536215 974343 426985 134887 3173949 2048181 833867 291901 1261591 757982 391110 112499 33500 33500 28248 28248 581598 581598 327266 191834 135432 1069189 815665 253524 72794 72794 1723990 1413641 286657 23692 533525 184284 349241 1686846 1509727 151816 25303 6600985 5907881 594089 99015 633643 633643 INSTRUCTIONAL 4241915 4241915 FOOD SERVICE 2593932 2593932 AUTO-GROUNDS-HOUSEKEEPI 2032086 1818717 182888 30481 REPAIRS & MAINTENANCE 1709598 1530090 153864 25644 2609747 982334 190801 1436612 57668094 41650021 11396854 4621219 341472 213019 9512097 13557133 9134720 7850950 1544591 2435694 138199 142221 300223 397576 164495128 55101287 109694415 109393841 134922804 149282426 80290444 82869030 52136 116668 345931101 366258558 4084716 3598635 151220 142341 42915085 39770308 5740799 5741390 52891820 49252674 X 120535093 130903633 172504188 186102251 293039281 317005884 345931101 366258558 X 9097109 14943719 -74225 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 212069198 10646111 23078805 2901888 7052224 235840002 194574885 2549474 25144537 2737843 7461855 212069198 187714147 3875513 12225125 2525309 6714591 194574885 210000530 913875 -15687858 2254943 5257457 187714147 163082007 11933442 42430681 2161505 5284095 210000530 0.27252 0.37264 0.35484 0 0 2784994 2784994 136819903 44362344 92457559 15462071 6360321 9101750 7175735 4378622 2797113 2252425 2252425 109393841 PRIVATE EQUITY AND REAL ESTATE PARTNERSHIPS 82869030 F 82869030 DEPOSITS AND ADVANCED TUITION 5502331 DUE TO HOBART'S RUN 239059 5741390 X 73736802 14943719 356465 15300184 58436618 581598 7746987 8328585 66765203 49677150 337641 337641 49339509 581598 7746987 8328585 57668094 PART III, LINE 4: THE SCHOOL MAINTAINS THREE COLLECTIONS; N.C. WYETH PAINTINGS, DUCK STAMPS AND AUDUBON PRINTS. THESE ARE ALL DISPLAYED FOR THE EDUCATION OF OUR STUDENTS. THE WYETH PAINTINGS DEPICT HISTORICAL BATTLES THAT SHAPED U.S. HISTORY. THE DUCK STAMPS AND AUDUBON PRINTS ARE VISUAL AIDS FOR THE STUDENTS STUDYING BIRDS. PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (JUNE 30, 2022 - JUNE 30, 2024) OR EXPECTED TO BE TAKEN IN THE SCHOOL'S TAX RETURN FOR THE YEAR ENDED JUNE 30, 2025 AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 185,812. INCOME OF RELATED ENTITY 170,653. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,746,987. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 185,812. EXPENSES OF RELATED ENTITY 151,829. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,746,987. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 IN 2024-2025, THE HILL SCHOOL'S STUDENT BODY OF 416 BOARDING STUDENTS AND 111 DAY STUDENTS WAS DRAWN FROM 26 STATES, AND 17 FOREIGN COUNTRIES. THE SCHOOL HAS ALWAYS HAD A NON-DISCRIMINATORY POLICY, WHICH HAS BEEN APPROVED BY THE BOARD OF TRUSTEES, AND THIS POLICY IS STATED IN ALL OF THE MAJOR SCHOOL PUBLICATIONS. THE STUDENT BODY CONSISTS OF AFRICAN-AMERICANS AND OTHER STUDENTS FROM RACIAL MINORITY GROUPS AS WELL AS NATIVE STUDENTS FROM OTHER COUNTRIES. 0 MARTS & LUNDY 1200 WALL STREET WEST LYNDHURST NJ 07071 CONSULTANT 0 0 8348 -8348 PLUS DELTA PARTNERS 6965 EL CAMINO REAL STE 105-488 CARLSBAD CA 92009 CONSULTANT 0 0 19900 -19900 28248 -28248 1 POTTSTOWN AREA ECONOMIC DEVELOPMENT CORP INC 152 E HIGH STREET SUITE 360 POTTSTOWN PA 19464 231878840 501(C)(3) 20000 0 GOOD FAITH PAYMENT. 1 0 FINANCIAL AID 175 7746987 PART I, LINE 2: THE FINANCIAL AID COMMITTEE REVIEWS APPLICATIONS FOR AID SUBMITTED THROUGH SSS OF PRINCETON, COPIES OF PARENT'S FEDERAL TAX RETURNS AND ANY OTHER INFORMATION OFFERED BY THE APPLICANTS. ALL RECORDS ARE MAINTAINED BY THE DIRECTOR OF FINANCIAL AID. AID IS AWARDED BASED ON THE NEED AS DETERMINED BY THE SSS CALCULATIONS. ALL FINANCIAL AID THAT IS AWARDED IS CREDITED TO THE TUITION BILLING FOR THE STUDENT. ALL AID IS USED TO REDUCE THE TUITION PAYABLE. X X 1 1 X X X 1 1 0 0 0 0 0 0 0 ZACHARY LEHMAN HEAD OF SCHOOL - FORMER 0 0 0 0 694668 0 0 0 0 0 694668 0 0 0 KATHLEEN DEVANEY HEAD OF SCHOOL 392217 0 0 0 33010 0 44850 0 56783 0 526860 0 0 0 RICHARD WOOD TREASURER & CFOO 272937 0 0 0 26323 0 40015 0 49561 0 388836 0 0 0 CHRISTIAN P SOCKEL ASST. HEADMASTER FOR ADVAN 224146 0 0 0 36500 0 33103 0 9659 0 303408 0 0 0 THOMAS ECCLESTON IV ASST. HEADMASTER FOR ENROL 142356 0 2500 0 31296 0 23599 0 49826 0 249577 0 0 0 DR KRISTIN SPENCER MEDICAL DIRECTOR 167226 0 0 0 31698 0 14007 0 31847 0 244778 0 0 0 ARIEL BAUM ASSISTANT HEAD OF SCHOOL FOR COMMUNI 147545 0 0 0 15501 0 18018 0 37449 0 218513 0 0 0 COLLIN R WOOD SENIOR DIRECTOR OF CAMPUS OPERATIONS 166868 0 0 0 7255 0 12188 0 11403 0 197714 0 0 0 SCOTT FAULKINGHAM ASSISTANT TREASURER & CONT 150033 0 0 0 7464 0 15557 0 15845 0 188899 0 0 0 PART I, LINES 4A-B PER CONFIDENTIALITY AGREEMENTS SIGNED BY THE ORGANIZATION, A SEVERANCE PACKAGE PAID TO AN EMPLOYEE IS NOT OPEN FOR PUBLIC INSPECTION. THIS INFORMATION WILL BE MADE AVAILABLE TO THE TAX AUTHORITIES UPON REQUEST. A MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY 232447147 613603UF4 2015-05-01 21366223 CURRENT REFUNDING; THE REFUNDED BONDS WERE ISSUED ON 6/16/2005. 0 0 0 B MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY 232447147 613603XX2 2017-12-01 20267236 SEE PART VI 0 0 0 A 21366223 298297 1 0 1 1 B 20267236 8000000 263656 8000000 1 0 1 1 B 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 0 B 0 0 1 0 0 0 0 0 0 A 1 B 1 SCHEDULE K, PART I, LINE B, COLUMN F (F) DESCRIPTION OF PURPOSE: CURRENT REFUNDING AND TO FINANCE THE CONSTRUCTION/RENOVATIONS OF THE DINING HALL. THERE WERE TWO SERIES OF REFUNDED BONDS ISSUED ON 05/01/2013 AND 10/01/2014. JAY LANKFORD TRUSTEE OF THE HILL SCHOOL 11800 THE HILL SCHOOL PAYS RENT TO TRUSTEE JAY LANKFORD FOR A STORAGE UNIT. 0 X 144 7483444 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE SCHOOL UTILIZES THE SERVICES OF A DISCOUNT BROKER TO SELL ALL SECURITIES RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND THEN IS REVIEWED BY THE OFFICERS. IT IS THEN GIVEN TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ASSISTANT SECRETARY SENDS A SURVEY TO ALL SENIOR STAFF AND TRUSTEES EVERY MAY. SHE IS RESPONSIBLE FOR MAKING SURE ALL REQUIRED PERSONS RETURN THE SURVEY. ALL POTENTIAL CONFLICTS NOTED IN THE SURVEY RESPONSES ARE THEN FORWARDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. ANY INTERESTED TRUSTEE WILL RECUSE HIM/HERSELF WHEN CASES ARE BROUGHT TO THE ENTIRE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 THE SCHOOL COLLECTS COMPARATIVE SALARY INFORMATION FROM 40 DIFFERENT BOARDING SCHOOLS. COMPENSATION INFORMATION FOR THE HEAD OF SCHOOL AND OTHER SENIOR LEADERSHIP ROLES IS REVIEWED BY THE BOARD CHAIR AND DESIGNATED TRUSTEES. THE HEAD OF SCHOOL'S SALARY IS DETERMINED BY THIS GROUP. SALARIES FOR OTHER SENIOR LEADERSHIP POSITIONS ARE SET BY THE HEAD OF SCHOOL. COMPENSATION FOR REMAINING POSITIONS IS ESTABLISHED BY THE HEAD OF SCHOOL., CFOO, AND DIRECTOR OF HUMAN RESOURCES, UTILIZING RELEVANT MARKET SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: ACTUARIAL GAIN ON ANNUITY OBLIGATIONS AND LIFE INCOME FUNDS -76,725. ADJUSTMENT FOR REVERSAL OF HOBART'S RUN ACCOUNTS RECEIVABLE 2,500. FORM 990, PART XII, LINE 2C THE PROCESS BY WHICH THE ORGANIZATION APPOINTS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. HOBART'S RUN NEIGHBORHOOD DISTRICT 860 BEECH STREET POTTSTOWN PA 19464 820939123 COMMUNITY AND ECONOMIC DEVELOPMENT PA 501(C)(3) LINE 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0