2026-01-14T10:00:32-06:00 2025-06-30 205711238 ADELSON & COMPANY PC 100 NORTH STREET PITTSFIELD MA 01201 990 2024-07-01 042104273 MISS HALL'S SCHOOL INC MISS 4134436401 492 HOLMES ROAD PITTSFIELD MA 01201 JULIA HEATON HEAD OF SCHOOL 4134436401 2026-01-14 1 1 DAVID M IRWIN CPA P01435826 4134436408 2026-01-14 2024 2025-03-06 01:10:19Z JULIA HEATON 492 HOLMES ROAD PITTSFIELD MA 01201 22844611 0 X WWW.MISSHALLS.ORG X 1924 MA TO EDUCATE, INSPIRE, AND ENCOURAGE GIRLS IN GRADES 9 THROUGH 12. 26 26 161 212 750983 0 8721390 2914156 12587766 13643751 1904336 3109738 739134 773186 23952626 20440831 6094132 6352050 0 0 9899540 10236799 47217 38974 588665 5711078 6504059 21751967 23131882 2200659 -2691051 59529481 58048562 13335906 14434790 46193575 43613772 MISS HALL'S SCHOOL INSPIRES AND ENCOURAGES EACH GIRL TO PURSUE THE HIGHEST STANDARDS OF LEARNING AND CHARACTER; TO CONTRIBUTE BOLDLY AND CREATIVELY TO THE COMMON GOOD; AND TO SEEK A PURPOSEFUL LIFE BASED ON HONOR, RESPECT, GROWTH, AND PERSONAL AUTHENTICITY. 0 0 19767745 6352050 13643751 MISS HALL'S SCHOOL IS AN INDEPENDENT BOARDING AND DAY SCHOOL, PROVIDING EDUCATION TO APPROXIMATELY 205 STUDENTS IN GRADES 9-12 REPRESENTING 11 STATES AND 23 COUNTRIES. MISS HALL'S SCHOOL IS COMMITTED TO FOSTERING EXCELLENCE IN ACADEMICS, THE ARTS, AND ATHLETICS WITHIN A VIBRANT, CARING AND INCLUSIVE COMMUNITY, WITH EMPHASIS ON INTEGRITY, LEADERSHIP, DIVERSITY, AND SERVICE AS WELL AS ON RESPECT FOR SELF AND OTHERS. MISS HALL'S SCHOOL PROVIDES ITS STUDENTS WITH A UNIQUE OPPORTUNITY TO PREPARE THEMSELVES FOR THE CHALLENGES AND CHOICES THEY WILL FACE AS WOMEN AND CITIZENS OF THE WORLD. 19767745 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 60 0 1 161 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X AARON GORDON 4134436401 492 HOLMES ROAD PITTSFIELD MA 01201 NANCY AULT PRESIDENT 1.00 X X 0 0 0 LAURA HARRIS VICE PRESIDENT 1.00 X X 0 0 0 SUZANNE WILSON VICE PRESIDENT 1.00 X X 0 0 0 MARY KAY KOSNIK TREASURER 2.00 X X 0 0 0 KATIE GRACE DEANE CLERK 1.00 X X 0 0 0 ANGELA FOWLER TRUSTEE 1.00 X 0 0 0 NAN BREWSTER PATERNOTTE TRUSTEE 1.00 X 0 0 0 SARAH RICHARDSON STRALEY TRUSTEE 1.00 X 0 0 0 MARIEL BEASLEY TRUSTEE 1.00 X 0 0 0 LEE CARBONELLI TRUSTEE 1.00 X 0 0 0 SUSAN DANISH TRUSTEE 1.00 X 0 0 0 YIYAN ZHOU TRUSTEE 1.00 X 0 0 0 MARY ATWOOD TRUSTEE 1.00 X 0 0 0 REGINALD CANAL TRUSTEE 1.00 X 0 0 0 CAMILLE JACKSON TRUSTEE 1.00 X 0 0 0 MELISSA KILBY TRUSTEE 1.00 X 0 0 0 STEVE SHINDLER TRUSTEE 1.00 X 0 0 0 ELIZABETH ZIEGLER TRUSTEE 1.00 X 0 0 0 CAROLINE AMORY TRUSTEE 1.00 X 0 0 0 ANNE CONOLLY TRUSTEE 1.00 X 0 0 0 BETH WELCH GUSTAFSON TRUSTEE 1.00 X 0 0 0 REBECCA HAJJAR TRUSTEE 1.00 X 0 0 0 SUSAN HAMILL TRUSTEE 1.00 X 0 0 0 SUSAN O'DAY TRUSTEE 1.00 X 0 0 0 JENNIFER PERKINS SPEERS TRUSTEE 1.00 X 0 0 0 CINNIE SIRAGUSA TRUSTEE 1.00 X 0 0 0 JULIA HEATON HEAD OF SCHOOL 50.00 X 351223 0 150226 MERRITT COLAIZZI DIRECTOR OF ADVANCEMENT 50.00 X 155046 0 58676 AARON GORDON DIRECTOR OF FINANCE AND OP 40.00 X 138570 0 38840 MEGHAN SMITH DIRECTOR OF FACULTY 40.00 X 136974 0 13889 781813 0 261631 6 0 1 0 DJ WOOLIVER & SONS 130 OLD CHESHIRE ROAD LANESBOROUGH MA 01237 CONTRACTOR SERVICES 220521 ALETA LAW 435 MERCHANT WALK SQ SUITE 300-59 CHARLOTTESVILLE VA 22902 INVESTIGATION SERVICES 219264 COHEN KINNE VALICENTI COOK 28 NORTH STREET PITTSFIELD MA 01201 LEGAL SERVICES 179729 GOLDEN EDUCATION INTERNATIONAL 310 RIMUJIMBIRU 1-1-14 UKIMA KITA TOKYO JA ADMISSION CONSULTANT COMMISSION 115470 4 2914156 338940 2914156 TUITION FEES 611710 13436372 13436372 OTHER PROGRAM REVENUE 611710 207379 207379 13643751 663915 663915 4287 4287 4849603 2403780 2445823 2445823 2445823 17916 0 17916 17916 TANGLEWOOD MUSIC CENTER FEES 721310 724280 724280 SUMMER BOARDING 721310 26703 26703 750983 20440831 13661667 750983 3114025 6352050 6352050 506367 354457 151910 7417623 6521969 669962 225692 335820 295941 29336 10543 1422658 1288326 100218 34114 554331 458160 69520 26651 290118 290118 33000 33000 38974 38974 169609 169609 923201 301766 621435 36455 36455 102087 97199 4888 182983 123106 59877 426451 391056 24734 10661 223501 199658 12189 11654 550167 507858 37830 4479 1159704 1098240 49867 11597 110072 106945 3127 GENERAL AND ADMINISTRAT 696660 686774 8702 1184 FOOD SERVICES 650342 650342 CONTRACTED SERVICES 373381 235242 129893 8246 REPAIRS AND SUPPLIES 159448 146879 8915 3654 416880 366978 5484 44418 23131882 19767745 2775472 588665 165456 860310 1060015 586306 7331099 3160608 18427 62227 42733 47440 162661 103554 42949402 18907799 24731945 24041603 24483048 27977049 1392479 1209465 141618 0 59529481 58048562 1223095 1210772 3774227 3373445 8208772 7957617 83731 61066 1500000 46081 331890 13335906 14434790 X 13696849 13105624 32496726 30508148 46193575 43613772 59529481 58048562 X -2691051 540997 -429749 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 83731 22665 61066 1 X 25657940 1360565 3260436 211272 889014 29178655 22170178 1311387 3103508 206119 721014 25657940 16985957 3963707 1956764 165066 571184 22170178 18374338 1577202 -2346543 147049 471991 16985957 14977484 1896659 4386432 132553 2753684 18374338 0.04000 0.96000 0 0 22932 22932 40107654 16436957 23670697 2781936 2470842 311094 36880 36880 24041603 LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS 43759 INTEREST RATE SWAP AGREEMENT 288131 331890 X 14030420 540997 540997 13489423 169609 6781799 6951408 20440831 16610223 0 16610223 169609 6352050 6521659 23131882 PART IV, LINE 2B: THE BALANCES INCLUDED IN AGENCY FUNDS PAYABLE REPRESENT FUNDS PLACED ON DEPOSIT WITH THE SCHOOL AS CUSTODIAN. PART V, LINE 4: THE ENDOWMENT FUND IS AN INVESTMENT PORTFOLIO COMPRISED OF DONOR-RESTRICTED AND BOARD-DESIGNATED ENDOWMENT FUNDS. ITS PURPOSE IS TO GENERATE A TOTAL RETURN THAT PRESERVES THE VALUE OF THE DONOR-RESTRICTED FUNDS AFTER INFLATION & PROVIDE A RELATIVELY PREDICTABLE REVENUE STREAM TO BE USED FOR PURPOSES THAT REFLECT OUR MISSION. PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 6,352,050. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 429,749. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 6,352,050. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLICATIONS, APPLICATIONS, REGISTRATION FORMS, NEWSPAPER ADVERTISEMENTS AND SUMMER PROGRAMS MAKE REFERENCE TO THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 STUDENT RECRUITING TRAVEL AND EXPENSES TO RECRUIT STUDENTS TO ENROLL AT THE SCHOOL 84300 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 STUDENT RECRUITING TRAVEL AND EXPENSES TO RECRUIT STUDENTS TO ENROLL AT THE SCHOOL 10000 0 0 0 0 0 0 94300 0 94300 0 0 0 0 0 0 PART I, LINE 3: EXPENSES REPORTED RELATE TO EMPLOYEE TRAVEL AND CONSULTANTS WORKING OVERSEAS TO RECRUIT STUDENTS TO ATTEND THE SCHOOL. THESE EXPENSES ARE TRACKED BY THE SCHOOL AND REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING. X X X X X 1 ANTIL CREATIVE LLC 269 CONE HILL ROAD RICHMOND MA 01254 CONSULTANT - CREATIVE STRATEGIES 0 0 38974 -38974 38974 -38974 MA 1 STUDENT FINANCIAL AID/RESIDENT TUITION 151 6352050 FMV TUITION DISCOUNT PART I, LINE 2: THE SCHOOL FINANCIAL AID PROGRAM IS NEED-BASED. FAMILIES INTERESTED IN RECEIVING FINANCIAL AID COMPLETE AN APPLICATION FORM AND SUMBIT IT TO THE SCHOOL. IN ADDITION TO THE APPLICATION, FAMILIES ARE REQUIRED TO PROVIDE ADDITIONAL FINANICAL DOCUMENTS, INCLUDING BUT NOT LIMITED TO, COMPLETE COPIES OF INDIVIDUAL INCOME TAX RETURNS AND FORM W-2 FOR THE FIRST YEAR OF APPLYING TO MISS HALL'S SCHOOL. A FINANCIAL AID COMMITTEE REVIEWS THE INFORMATION AND DETERMINES THE "PERSONALIZED FAMILY TUITION" THAT WILL INCREASE 2%-5% FOR EACH YEAR THEREAFTER THE STUDENT ATTENDS MISS HALL'S SCHOOL. X X X 0 1 X X X X 0 0 0 0 0 0 0 0 0 JULIA HEATON HEAD OF SCHOOL 351223 0 0 0 0 0 21219 0 129007 0 501449 0 0 0 MERRITT COLAIZZI DIRECTOR OF ADVANCEMENT 155046 0 0 0 0 0 10029 0 48647 0 213722 0 0 0 AARON GORDON DIRECTOR OF FINANCE AND OP 138570 0 0 0 0 0 9096 0 29744 0 177410 0 0 0 MEGHAN SMITH DIRECTOR OF FACULTY 136974 0 0 0 0 0 9096 0 4793 0 150863 0 0 0 PART I, LINE 1A THE CURRENT HEAD OF SCHOOL IS REQUIRED AS A CONDITION OF EMPLOYMENT, TO BE A RESIDENT OF THE SCHOOL'S BOARDING COMMUNITY. THE HEAD OF SCHOOL PERFORMS A SIGNIFICANT AMOUNT OF BUSINESS SERVICES IN THE RESIDENCE, INCLUDING EVENTS FOR EMPLOYEES, FAMILIES, ALUMNAE, AND DONORS. IT IS ALSO NECESSARY FOR THE HEAD OF SCHOOL TO BE A PART OF THE RESIDENTIAL COMMUNITY OF THE SCHOOL IN ORDER TO OVERSEE AND CONNECT TO THE RESIDENT STUDENTS AND EMPLOYEES. IN ORDER TO PERFORM THIER DUTIES AND BE AVAILABLE TO FACULTY AND STUDENTS, AS ON CAMPUS HOUSING WAS A CONDITION OF EMPLOYMENT, IT HAS BEEN EXCLUDED FROM THE W-2 FORM AS A TAX-FREE BENEFIT UNDER SEC 119. KEY EMPLOYEES HAVE SMALL DISCRETIONARY SPENDING ACCOUNTS FOR BUSINESS USE. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2015-05-27 10000000 BUILDINGS AND STRUCTURES 0 0 0 A 1940442 10000000 10000000 0 0 1 1 A 0 1 1 1 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 X 12 338940 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS SUZANNE WILSON AND JENNIFER PERKINS SPEERS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS STEVEN SHINDLER AND MARY KAY KOSNIK ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS NAN BREWSTER PATERNOTTE AND ANNE CONOLLY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE DIRECTOR OF FINANCE AND OPERATIONS AND THE CHAIR OF THE AUDIT COMMITTEE, AND AT LEAST ONE OFFICER OF THE CORPORATION. AN ELECTRONIC COPY OF FORM 990 WILL THEN BE EMAILED TO EACH MEMBER OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO THE FILING OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL REQUIRES EACH MEMBER OF THE BOARD OF TRUSTEES TO COMPLETE THE CONFLICT OF INTEREST STATEMENT ANNUALLY. ANY TRUSTEE THAT HAS A POTENTIAL CONFLICT OF INTEREST IS REQUIRED TO ABSTAIN FROM VOTING ON A PARTICULAR ISSUE. FORM 990, PART VI, SECTION B, LINE 15 MISS HALL'S SCHOOL USES OUTSIDE SOURCES FOR BENCHMARKING COMPENSATION LEVELS INCLUDING, NAIS, (THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS), AISNE (ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND), AS WELL AS PUBLIC SCHOOL COMPENSATION DATA. COMPENSATION FOR ALL TOP MANAGEMENT POSITIONS WAS BENCHMARKED IN NOVEMBER 2023 USING NAIS AND OTHER INDUSTRY STATISTICS. MISS HALL'S SCHOOL STRIVE TO MAINTAIN A COMPETITIVE SALARY AND BENEFITS PACKAGE. THEREFORE, OUR PACKAGE IS REGULARLY REVIEWED BY MANAGEMENT AND THE BOARD OF TRUSTEES, AS DATA IS AVAILABLE FOR REASONABLENESS AND COMPETITIVE WEIGHT. THE SALARY AND BENEFITS OF THE HEAD OF SCHOOL ARE SET BY THE BOARD OF TRUSTEES. COMPENSATION FOR ALL OTHER EMPLOYEES IS SET BY THE HEAD OF SCHOOL AND APPROVED BY THE BOARD OF TRUSTEES ANNUALLY. THE CONSIDERATION AND DELIBERATIONS ON DETERMINING SALARY ARE DOCUMENTED BY THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 ALL FORMS ARE MADE AVAILABLE TO PUBLIC INSPECTION UPON WRITTEN REQUEST MADE TO THE BUSINESS OFFICE. FORM 990, PART VI, SECTION C, LINE 19 ALL FORMS ARE MADE AVAILABLE TO PUBLIC INSPECTION UPON WRITTEN REQUEST MADE TO THE BUSINESS OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP -429,749.