Skip to content
ProPublica Donate
ProPublica Donate

Hockaday School

  • Dallas, TX
  • Tax-exempt since Oct. 1938
  • EIN: 75-0800650

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2024 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$58.3M (2024)

Expenses
$53.9M (2024)

Total Assets
$371M (2024)

Total Liabilities
$52.7M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,316,615
Expenses
$53,925,778
Net Income
$4,390,837
Net Assets
$318,183,382
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,291,496
17.6%
Program Services $43,045,864
73.8%
Investment Income $2,808,057
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $94,320
0.2%
Net Fundraising $81,812
0.1%
Sales of Assets $1,129,602
1.9%
Net Inventory Sales $112,657
0.2%
Other Revenue $753,057
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,026,305
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $23,097,689
42.8%
Assets/Debt
Total Assets $370,850,168
Total Liabilities $52,666,786
Net Assets $318,183,382
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dr Laura Leathers (Head Of School) $678,177 $0 $49,061
Dr Karen Coleman (Former Head Of School (Thru 6/30/22)) $346,553 $0 $0
Kathryn Leto (Chief Financial Officer) $290,673 $0 $31,970
Joan Guzman (Chief Operations Officer) $228,947 $0 $28,264
Jessica Epperson (Dir Of Development & Strategic Initi) $226,541 $0 $100,244
Randall Rhodus (Head Of Lower School) $206,398 $0 $102,575
Lisa Culbertson (Head Of Upper School) $204,129 $0 $42,927
Barbara Fishel (Dean Of Studies) $192,446 $0 $29,299
A Shonn Brown (Chair) $0 $0 $0
Andrew Hill (Treasurer) $0 $0 $0
Betty Schultz (Secretary) $0 $0 $0
Nicole Ginsburg Small (Immediate Past Board Chair) $0 $0 $0
Dr Sulman Ahmed (Trustee) $0 $0 $0
Wasan Alfalahi (Trustee) $0 $0 $0
Lucy Billingsley Burns (Trustee) $0 $0 $0
Carla Bolden (Trustee) $0 $0 $0
Taj Clayton (Trustee) $0 $0 $0
William Dawson (Trustee) $0 $0 $0
Audrey M Dechard (Trustee) $0 $0 $0
Tricia Drum Davidson (Trustee) $0 $0 $0
Landy Elliot Fox (Trustee) $0 $0 $0
Fallyn Gray Jones (Trustee) $0 $0 $0
Scott Harper (Trustee) $0 $0 $0
Helen Harris Allen (Trustee) $0 $0 $0
Ellen Haynes (Trustee) $0 $0 $0
See filing for compensation of 28 other people →
+ View more people

Document Links

990
Filed on April 15, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,789,565
Expenses
$51,497,600
Net Income
$4,291,965
Net Assets
$291,134,665
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,617,584
17.2%
Program Services $41,218,040
73.9%
Investment Income $2,383,161
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $24,962
0.0%
Net Fundraising $254,307
0.5%
Sales of Assets $1,537,123
2.8%
Net Inventory Sales $119,274
0.2%
Other Revenue $636,414
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $963,872
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $22,071,909
42.9%
Assets/Debt
Total Assets $346,432,014
Total Liabilities $55,297,349
Net Assets $291,134,665
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dr Karen Coleman (Former Head Of School (Thru 6/30/22)) $1,193,536 $0 $30,912
Dr Laura Leathers (Head Of School (As Of 1/1/23)) $386,772 $0 $64,031
Kathryn Leto (Chief Financial Officer) $229,586 $0 $25,104
Jessica Epperson (Dir Of Development & Strategic Initiative) $222,704 $0 $88,658
Amy Wintermeyer (Asst. Hos For Se (Thru 6/30/22)) $218,179 $0 $15,648
Lisa Culbertson (Head Of Upper School) $196,980 $0 $40,755
Joan Guzman (Chief Operations Officer) $196,595 $0 $25,277
Randall Rhodus (Head Of Lower School) $176,180 $0 $96,290
Nicole Ginsburg Small (Chair) $0 $0 $0
Dr Neelesh Mehendale (Vice Chair) $0 $0 $0
Elizabeth Cullum Helfrich (Executive Committee) $0 $0 $0
Andrew Hill (Treasurer) $0 $0 $0
Isabell Novakov Higginbotham (Secretary) $0 $0 $0
Kathryn Walker Francis (Immediate Past Chair) $0 $0 $0
A Shonn Brown (Chair Elect) $0 $0 $0
Dr Sulman Ahmed (Trustee) $0 $0 $0
Wasan Alfalahi (Trustee) $0 $0 $0
Nancy Lira Bernardino (Trustee) $0 $0 $0
Lucy Billingsley Burns (Trustee) $0 $0 $0
Carla Bolden (Trustee) $0 $0 $0
Taj Clayton (Trustee) $0 $0 $0
Tricia Drum Davidson (Trustee) $0 $0 $0
Landy Elliot Fox (Trustee) $0 $0 $0
Helen Harris Allen (Trustee) $0 $0 $0
Ellen Haynes (Trustee) $0 $0 $0
See filing for compensation of 28 other people →
+ View more people

Document Links

990
Filed on March 18, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,281,462
Expenses
$52,226,513
Net Income
$9,054,949
Net Assets
$273,702,850
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,901,359
30.8%
Program Services $39,289,744
64.1%
Investment Income $891,857
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $13,503
0.0%
Net Fundraising $504,602
0.8%
Sales of Assets $814,515
1.3%
Net Inventory Sales $114,383
0.2%
Other Revenue $686,149
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,141,009
6.0%
Professional Fundraising Fees $0
Other Salaries and Wages $21,931,543
42.0%
Assets/Debt
Total Assets $327,432,445
Total Liabilities $53,729,595
Net Assets $273,702,850
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dr Karen Coleman (Head Of School) $765,253 $0 $83,129
Jt Coats (Cfo (Left 3/22)) $309,718 $0 $75,645
Dr Laura Leathers (Asst. Hos For Academic Affairs) $247,308 $0 $59,988
Jessica Epperson (Dir Of Development And Strategic Ini) $222,049 $0 $70,108
Lisa Culbertson (Head Of Upper School) $189,902 $0 $37,768
Joan Guzman (Chief Operations Officer) $188,938 $0 $24,671
Barbara Fishel (Dean Of Studies) $180,504 $0 $27,406
Deborah Surgi (Director Of Athletics) $175,751 $0 $21,294
Tiffany Nelson (Director Of Admissions) $174,639 $0 $66,837
Malee Randall Rhodus (Head Of Lower School) $168,437 $0 $93,839
Katie Leto (Interim Cfo) $129,414 $0 $16,403
Nicole Ginsburg Small (Chair) $0 $0 $0
Neelesh Mehendale (Vice Chair) $0 $0 $0
John Donovan (Executive Committee) $0 $0 $0
Kathy Crow (Treasurer) $0 $0 $0
Elizabeth Cullum Helfrich (Secretary) $0 $0 $0
Kathryn Walker Francis (Immediate Past Chair) $0 $0 $0
Shonn Brown (Chair Elect) $0 $0 $0
Wasan Alfalahi (Trustee) $0 $0 $0
Mary Anne Alhadeff (Trustee) $0 $0 $0
Elizabeth Bennett (Trustee) $0 $0 $0
Nancy Lira Bernardino (Trustee) $0 $0 $0
Carla Bolden (Trustee) $0 $0 $0
Lucy Billingsley Burns (Trustee) $0 $0 $0
Taj Clayton (Trustee) $0 $0 $0
See filing for compensation of 32 other people →
+ View more people

Document Links

990
Filed on April 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,337,131
Expenses
$47,119,001
Net Income
$15,218,130
Net Assets
$275,589,636
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,210,160
38.8%
Program Services $36,150,609
58.0%
Investment Income $1,252,716
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,468
0.0%
Net Fundraising $33,506
0.1%
Sales of Assets -$73,579
Net Inventory Sales $183,136
0.3%
Other Revenue $563,415
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,005,126
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $20,681,869
43.9%
Assets/Debt
Total Assets $327,922,958
Total Liabilities $52,333,322
Net Assets $275,589,636
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dr Karen Coleman (Head Of School) $686,561 $0 $77,030
Jt Coats (Chief Financial Officer) $298,444 $0 $75,323
Barbara Fishel (Dean Of Studies) $246,977 $0 $29,092
Jessica Epperson (Dir Of Development And Strategic Initiatives) $241,379 $0 $49,168
Linda Kramer (Former Head Of Middle School) $192,153 $0 $27,633
Joan Guzman (Chief Operations Officer) $183,014 $0 $16,561
Lisa Culbertson (Head Of Upper School) $181,957 $0 $35,255
Deborah Surgi (Director Of Athletics) $169,699 $0 $20,155
Dr Laura Leathers (Asst. Hos For Academic Affairs) $167,331 $0 $33,450
Malee Randall Rhodus (Head Of Lower School) $162,980 $0 $86,953
Kathryn Walker Francis (Chair) $0 $0 $0
Shannon Saalfield Thompson (Vice Chair) $0 $0 $0
Rick O'brien (Executive Committee) $0 $0 $0
Kathy Crow (Treasurer) $0 $0 $0
Neelesh Mehendale (Secretary) $0 $0 $0
Barbara Glazer Rosenblatt (Immediate Past Chair) $0 $0 $0
Nicole Ginsburg Small (Chair Elect) $0 $0 $0
Wasan Alfalahi (Trustee) $0 $0 $0
Mary Anne Alhadeff (Trustee) $0 $0 $0
Samantha Ackerman Asch (Trustee) $0 $0 $0
Keith Benedict (Trustee) $0 $0 $0
Elizabeth Bennett (Trustee) $0 $0 $0
Carla Bolden (Trustee) $0 $0 $0
Shonn Brown (Trustee) $0 $0 $0
David A Campbell (Trustee) $0 $0 $0
See filing for compensation of 33 other people →
+ View more people

Document Links

990
Filed on April 8, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,903,789
Expenses
$47,245,416
Net Income
-$2,341,627
Net Assets
$219,532,285
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,239,188
13.9%
Program Services $36,705,159
81.7%
Investment Income $930,314
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $23,495
0.1%
Net Fundraising $117,301
0.3%
Sales of Assets $574,588
1.3%
Net Inventory Sales -$118,383
Other Revenue $419,042
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,377,444
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $21,339,570
45.2%
Assets/Debt
Total Assets $263,104,844
Total Liabilities $43,572,559
Net Assets $219,532,285
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Karen Warren Coleman (Head Of School) $660,361 $0 $75,132
Jt Coats (Chief Financial Officer) $285,219 $0 $82,910
Blair Lowry (Assistant Head Of School) $225,623 $0 $36,349
Linda Kramer (Head Of Middle School) $187,510 $0 $19,446
Deborah Surgi (Director Of Athletics) $172,544 $0 $20,735
Barbara Fishel (Dean Of Studies) $168,765 $0 $26,035
Randal Rhodus (Head Of Lower School) $163,488 $0 $84,186
Maryanna Phipps (Dir.Of Ad Missions & Enrollment) $150,133 $0 $19,209
Kathryn Walker Francis (Chair) $0 $0 $0
Shannon Thompson (Vice Chair) $0 $0 $0
Kathy Crow (Executive Committee Chair) $0 $0 $0
Rick O'brien (Treasurer) $0 $0 $0
Neelesh Mehendale (Secretary) $0 $0 $0
Barbara Glazer Rosenblatt (Immediate Past Chair) $0 $0 $0
Mary Anne Alhadeff (Trustee) $0 $0 $0
Helen Allen (Trustee) $0 $0 $0
Samantha Ackerman Asch (Trustee) $0 $0 $0
J Keith Benedict (Trustee) $0 $0 $0
Shonn Brown (Trustee) $0 $0 $0
Herbert Buford Jr (Trustee) $0 $0 $0
Peggy Cagle (Trustee) $0 $0 $0
David A Campbell (Trustee) $0 $0 $0
John Donovan (Trustee) $0 $0 $0
Courtney Flanagan (Trustee) $0 $0 $0
Mandy Ginsberg (Trustee) $0 $0 $0
See filing for compensation of 32 other people →
+ View more people

Document Links

990
Filed on April 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,279,914
Expenses
$47,300,246
Net Income
-$20,332
Net Assets
$225,428,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,304,839
15.5%
Program Services $36,384,839
77.0%
Investment Income $1,173,452
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $45,837
0.1%
Net Fundraising $151,739
0.3%
Sales of Assets $1,763,849
3.7%
Net Inventory Sales $43,265
0.1%
Other Revenue $409,294
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,494,646
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $20,208,805
42.7%
Assets/Debt
Total Assets $282,065,743
Total Liabilities $56,636,836
Net Assets $225,428,907
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Karen Warren Coleman (Head Of School) $643,682 $0 $71,138
Jt Coats (Chief Financial Officer) $278,236 $0 $66,525
Debby Spradley (Director Of Dev. Thru 05/19) $208,803 $0 $32,584
Blair Lowry (Assistant Head Of School) $202,218 $0 $36,260
Linda Kramer (Head Of Middle School) $182,835 $0 $15,889
Terry Murray (Head Of Upper School) $166,887 $0 $53,308
Barbara Fishel (Dean Of Studies) $161,952 $0 $26,073
Randal Rhodus (Head Of Lower School) $153,630 $0 $73,982
Jason Curtis (Director Of Technology) $150,306 $0 $56,556
Barbara Glazer Rosenblatt (Chair) $0 $0 $0
Kathryn Walker Francis (Vice Chair) $0 $0 $0
Rick O'brien (Treasurer) $0 $0 $0
Mickey Quinones (Secretary) $0 $0 $0
David Haemisegger (Immediate Past Chair) $0 $0 $0
Kathy Crow (Executive Committee Chair) $0 $0 $0
Samantha Ackerman Asch (Trustee) $0 $0 $0
Mary Anne Alhadeff (Trustee) $0 $0 $0
J Keith Benedict (Trustee) $0 $0 $0
Shonn Brown (Trustee) $0 $0 $0
Herbert Buford Jr (Trustee) $0 $0 $0
Peggy Cagle (Trustee) $0 $0 $0
David A Campbell (Trustee) $0 $0 $0
Courtney Flanagan (Trustee) $0 $0 $0
Kelli Ford (Trustee) $0 $0 $0
Mandy Ginsberg (Trustee) $0 $0 $0
See filing for compensation of 31 other people →
+ View more people

Document Links

990
Filed on May 1, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,774,960
Expenses
$46,640,320
Net Income
$1,134,640
Net Assets
$221,095,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,450,278
15.6%
Program Services $35,768,462
74.9%
Investment Income $1,001,908
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $62,613
0.1%
Net Fundraising $166,611
0.3%
Sales of Assets $2,160,755
4.5%
Net Inventory Sales $98,283
0.2%
Other Revenue $1,038,469
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,179,276
2.5%
Professional Fundraising Fees $98
0.0%
Other Salaries and Wages $20,103,233
43.1%
Assets/Debt
Total Assets $275,960,880
Total Liabilities $54,865,809
Net Assets $221,095,071
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Karen Warren Coleman (Head Of School) $531,995 $0 $12,101
Elizabeth Lee (Former Head Of School) $301,689 $0 $21,693
Jt Coats (Cfo) $267,954 $0 $61,645
Debby Spradley (Director Of Development) $201,558 $0 $27,401
Blair Lowry (Assistant Head Of School) $179,695 $0 $50,195
Linda Kramer (Head Of Middle School) $176,550 $0 $15,079
Terry Murray (Head Of Upper School) $161,540 $0 $45,373
Barbara Fishel (Dean Of Studies) $155,084 $0 $26,007
Jason Curtis (Director Of Technology) $145,530 $0 $55,751
Barbara Glazer Rosenblatt (Chair) $0 $0 $0
David Haemisegger (Immediate Past Chair) $0 $0 $0
Kathryn Walker Francis (Vice Chair) $0 $0 $0
Rick O'brien (Treasurer) $0 $0 $0
Mickey Quinones (Secretary) $0 $0 $0
Kathy Crow (Executive Committee Chair) $0 $0 $0
Mary Ann Alhadeff (Trustee) $0 $0 $0
Carrie Moore Becker (Trustee) $0 $0 $0
J Keith Benedict (Trustee) $0 $0 $0
Herbert Buford Jr (Trustee) $0 $0 $0
Courtney Flanagan (Trustee) $0 $0 $0
Kelli Ford (Trustee) $0 $0 $0
Katharine Friguletto (Trustee) $0 $0 $0
Mandy Ginsberg (Trustee) $0 $0 $0
Rosalind Grover (Trustee) $0 $0 $0
Elizabeth Helfrich (Trustee) $0 $0 $0
See filing for compensation of 31 other people →
+ View more people

Document Links

990
Filed on May 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,383,874
Expenses
$42,953,718
Net Income
-$1,569,844
Net Assets
$212,688,008
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,292,444
12.8%
Program Services $33,631,658
81.3%
Investment Income $1,858,820
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $61,418
0.1%
Net Fundraising $51,948
0.1%
Sales of Assets $41,970
0.1%
Net Inventory Sales $104,444
0.3%
Other Revenue $299,222
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,261,684
2.9%
Professional Fundraising Fees $1,486
0.0%
Other Salaries and Wages $18,877,779
43.9%
Assets/Debt
Total Assets $268,506,086
Total Liabilities $55,818,078
Net Assets $212,688,008
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Lee (Interim Head Of School) $428,449 $0 $21,385
Kim Wargo (Former Head Of School) $362,080 $0 $15,447
Jt Coats (Cfo) $257,307 $0 $25,864
Debby Spradley (Director Of Development) $191,902 $0 $21,559
Blair Lowry (Assistant Head Of School) $172,810 $0 $24,367
Linda Kramer (Head Of Middle School) $171,173 $0 $13,876
Terry Murray (Head Of Upper School) $155,208 $0 $22,915
Barbara Fishel (Dean Of Studies) $151,908 $0 $19,748
Jason Curtis (Director Of Technology) $138,144 $0 $27,685
David Haemisegger (Chair, Compensation Chair) $0 $0 $0
Barbara Glazer Rosenblatt (Board Chair Elect) $0 $0 $0
Jennifer Mosle (Vice Chair, Officer Chair) $0 $0 $0
George Lamb (Treasurer, Finance Chair) $0 $0 $0
Kathryn Walker Francis (Secretary) $0 $0 $0
Sandy Schmitz (Executive Committee Chair) $0 $0 $0
Juan Suarez (Audit & Ethics Chair) $0 $0 $0
Maryann Sarris Mihalopoulos (Board Gov. & Leadership Chair) $0 $0 $0
Kathy Crow (Educ. & Student Life Chair) $0 $0 $0
Richard S Rogoff (Employee Benefits Chair) $0 $0 $0
Shawna Nesbitt (Strategic Planning Chair) $0 $0 $0
Mary Ann Alhadeff (Trustee) $0 $0 $0
Carrie Moore Becker (Trustee) $0 $0 $0
J Keith Benedict (Trustee) $0 $0 $0
Herbert Buford Jr (Trustee) $0 $0 $0
Courtney Flanagan (Trustee Ex Officio) $0 $0 $0
See filing for compensation of 34 other people →
+ View more people

Document Links

990
Filed on April 26, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,443,372
Expenses
$41,503,864
Net Income
$3,939,508
Net Assets
$200,504,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,848,466
23.9%
Program Services $32,279,096
71.0%
Investment Income $1,503,873
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $56,810
0.1%
Net Fundraising $219,878
0.5%
Sales of Assets $4,892
0.0%
Net Inventory Sales $125,271
0.3%
Other Revenue $390,010
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,199,172
2.9%
Professional Fundraising Fees $3,000
0.0%
Other Salaries and Wages $19,000,510
45.8%
Assets/Debt
Total Assets $254,839,443
Total Liabilities $54,334,805
Net Assets $200,504,638
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kim Wargo (Former Head Of School) $710,737 $0 $32,259
Jt Coats (Cfo) $243,982 $0 $24,314
Debby Spradley (Director Of Development) $177,080 $0 $9,394
Linda Kramer (Head Of Middle School) $165,158 $0 $14,935
Elizabeth Lee (Interim Head Of School) $162,170 $0 $11,369
Edward Long (Fine Arts Chair) $155,521 $0 $19,114
Barbara Fishel (Dean Of Studies) $149,272 $0 $18,971
Cathy Murphree (Asst Head For Academic Affairs) $141,947 $0 $17,046
Jason Curtis (Director Of Technology) $132,316 $0 $26,561
David Haemisegger (Board Chair) $0 $0 $0
Jennifer Mosle (Board Vice Chair) $0 $0 $0
Barbara Glazer Rosenblatt (Executive Committee Chair) $0 $0 $0
Kathryn Walker Francis (Secretary) $0 $0 $0
George Lamb (Treasurer, Finance Chair) $0 $0 $0
Jacquelin Thomas (Audit & Ethics Chair) $0 $0 $0
Maryann Sarris Mihalopoulos (Board Gov. & Leadership Chair) $0 $0 $0
Sandy Schmitz (Educ. & Student Life Chair) $0 $0 $0
Richard S Rogoff (Employee Benefits Chair) $0 $0 $0
Shawna Nesbitt (Strategic Planning Chair) $0 $0 $0
Carrie Moore Becker (Trustee) $0 $0 $0
Joseph Benedict (Trustee) $0 $0 $0
Herbert Buford Jr (Trustee) $0 $0 $0
Kathy Crow (Trustee) $0 $0 $0
Tucker Ford Enthoven (Trustee) $0 $0 $0
Courtney Flanagan (Trustee Ex Officio) $0 $0 $0
See filing for compensation of 36 other people →
+ View more people

Document Links

990
Filed on March 31, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,304,648
Expenses
$44,109,784
Net Income
$194,864
Net Assets
$201,814,988
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,416,506
23.5%
Program Services $30,851,022
69.6%
Investment Income $2,457,286
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $61,997
0.1%
Net Fundraising $28,519
0.1%
Sales of Assets -$69,455
Net Inventory Sales $104,475
0.2%
Other Revenue $411,406
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $989,602
2.2%
Professional Fundraising Fees $1,100
0.0%
Other Salaries and Wages $20,328,299
46.1%
Assets/Debt
Total Assets $252,007,657
Total Liabilities $50,192,669
Net Assets $201,814,988
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kim Wargo (Head Of School) $620,362 $0 $27,867
Jt Coats (Cfo) $249,939 $0 $18,162
Cathy Murphree (Asst Head For Academic Affairs) $226,017 $0 $24,657
John Ashton (Head Of Upper School) $188,242 $0 $23,443
Jen Moore Liggitt (Director Of Admissions) $160,854 $0 $19,491
Linda Kramer (Head Of Middle School) $157,260 $0 $14,418
Edward Long (Fine Arts Chair) $150,433 $0 $18,348
Barbara Fishel (Dean Of Studies) $142,199 $0 $18,509
Maryann Sarris Mihalopoulos (Board Chair) $0 $0 $0
Robert H Dedman Jr (Board Vice Chair) $0 $0 $0
David Haemisegger (Treasurer, Finance Chair) $0 $0 $0
Joyce Lacerte (Secretary) $0 $0 $0
Barbara Glazer Rosenblatt (Executive Committee Chair) $0 $0 $0
Talley Dunn (Board Gov And Leadership Chair) $0 $0 $0
James Hoak (Investment Chair) $0 $0 $0
Jennifer Mosle (Strat. Planning Chair) $0 $0 $0
Richard Rogoff (Retirement Chair) $0 $0 $0
Sandy Schmitz (Edu. & Student Life Chair) $0 $0 $0
Jacquelin Thomas (Audit & Ethics Chair) $0 $0 $0
Jamiel Akhtar (Trustee) $0 $0 $0
Carrie Moore Becker (Trustee Ex Officio) $0 $0 $0
Patti Black (Trustee Ex Officio) $0 $0 $0
Herbert Buford Jr (Trustee) $0 $0 $0
Kathy Crow (Trustee) $0 $0 $0
Tucker Ford Enthoven (Trustee) $0 $0 $0
See filing for compensation of 37 other people →
+ View more people

Document Links

990
Filed on April 12, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,132,289
Expenses
$41,370,314
Net Income
$5,761,975
Net Assets
$202,669,724
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,959,134
33.9%
Program Services $29,358,802
62.3%
Investment Income $2,314,283
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $81,337
0.2%
Net Fundraising -$895,883
Sales of Assets -$252,244
Net Inventory Sales $135,588
0.3%
Other Revenue $397,671
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $977,028
2.4%
Professional Fundraising Fees $38,186
0.1%
Other Salaries and Wages $18,845,499
45.6%
Assets/Debt
Total Assets $252,240,847
Total Liabilities $49,571,123
Net Assets $202,669,724
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Kim Wargo (Head Of School) $531,205 $0 $56,937
Cathy Murphree (Asst Head For Academic Affairs) $222,256 $0 $22,498
Jt Coats (Cfo) $220,981 $0 $16,089
Kathy Limmer (Director Of Development) $185,963 $0 $19,924
John Ashton (Head Of Upper School) $180,321 $0 $22,005
Jen Liggitt (Director Of Admissions) $154,226 $0 $18,701
Linda Kramer (Head Of Middle School) $151,106 $0 $12,297
Edward Long (Fine Arts Chair) $144,888 $0 $17,308
Jamiel Akhtar (Trustee, Audit & Ethics Chair) $0 $0 $0
Angela Ards (Secretary) $0 $0 $0
Carrie Moore Becker (Trustee Ex Officio) $0 $0 $0
Patti Black (Trustee Ex Officio) $0 $0 $0
Kathy Crow (Trustee) $0 $0 $0
Robert H Dedman Jr (Board Vice Chair) $0 $0 $0
Talley Dunn (Board Gov And Leadership Chair) $0 $0 $0
Tucker Ford Enthoven (Trustee) $0 $0 $0
Kelli Ford (Trustee) $0 $0 $0
Kathryn Walker Francis (Trustee, Centennial Chair) $0 $0 $0
David Haemisegger (Treasurer, Finance Chair) $0 $0 $0
Paul Harris (Trustee, Exec. Comm. At Large) $0 $0 $0
Rajani Kapu (Trustee) $0 $0 $0
Suzanne Kim (Trustee) $0 $0 $0
Joyce Lacerte (Trustee, Exec. Comm. At Large) $0 $0 $0
George Lamb (Trustee) $0 $0 $0
Natalie Schatzie Lee (Trustee) $0 $0 $0
See filing for compensation of 36 other people →
+ View more people

Document Links

990
Filed on April 17, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,686,981
Expenses
$38,687,951
Net Income
$8,999,030
Net Assets
$179,707,269
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,001,992
33.6%
Program Services $28,045,311
58.8%
Investment Income $3,194,172
6.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $56,049
0.1%
Net Fundraising -$99,435
Sales of Assets $2,280
0.0%
Net Inventory Sales $128,307
0.3%
Other Revenue $358,305
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $667,815
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $18,056,614
46.7%
Assets/Debt
Total Assets $227,693,956
Total Liabilities $47,986,687
Net Assets $179,707,269

Document Links

990
Filed on May 27, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,053,331
Expenses
$37,092,822
Net Income
-$39,491
Net Assets
$159,373,510
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,866,183
18.5%
Program Services $27,793,691
75.0%
Investment Income $2,309,026
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $43,727
0.1%
Net Fundraising -$71,178
Sales of Assets -$2,593
Net Inventory Sales $129,391
0.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $990,841
2.7%
Professional Fundraising Fees $44,167
0.1%
Other Salaries and Wages $17,352,513
46.8%
Assets/Debt
Total Assets $203,054,327
Total Liabilities $43,680,817
Net Assets $159,373,510

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,789,051
Expenses
$36,651,838
Net Income
$33,137,213
Net Assets
$163,149,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,579,141
39.5%
Program Services $26,804,035
38.4%
Investment Income $2,766,302
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $56,568
0.1%
Net Fundraising -$15,640
Sales of Assets $12,415,079
17.8%
Net Inventory Sales $158,059
0.2%
Other Revenue $16,507
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $912,314
2.5%
Professional Fundraising Fees $147,316
0.4%
Other Salaries and Wages $16,810,625
45.9%
Assets/Debt
Total Assets $200,661,383
Total Liabilities $37,512,004
Net Assets $163,149,379

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated