2024-08-27T14:34:12-05:00 2022-06-30 570381582 ELLIOTT DAVIS LLCPLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2021-07-01 570314364 ASHLEY HALL FOUNDATION ASHL 8437224088 172 RUTLEDGE AVE CHARLESTON SC 29403 PALMER BALL INTERIM CFO 8437224088 2024-08-22 1 JANICE A RATICA P00358837 7043338881 2024-08-22 2021 2024-08-08 14:25:15Z X PALMER BALL 172 RUTLEDGE AVE CHARLESTON SC 29403 22375898 0 X N/A X 1949 SC TO CONDUCT A SCHOOL FOR EDUCATIONAL PURPOSE ON A NONPROFIT BASIS AND SUCH OTHER THINGS AS NECESSARY OR USEFUL IN THE ACCOMPLISHMENT OF SAID PURPOSE. 18 18 292 0 0 0 3293177 3393430 16353831 18328705 245135 455326 129190 45296 20021333 22222757 2487545 2454906 0 0 11985791 13819235 0 0 692251 0 6228023 14473336 22502164 5547997 -279407 54611359 56965491 27288033 31290825 27323326 25674666 TO CONDUCT A SCHOOL FOR EDUCATIONAL PURPOSE ON A NONPROFIT BASIS AND SUCH OTHER THINGS AS NECESSARY OR USEFUL IN THE ACCOMPLISHMENT OF SAID PURPOSE. 0 0 16621378 2454906 18374001 EDUCATION PROVIDED TO KINDERGARTEN THROUGH 12TH GRADE STUDENTS, AFTER SCHOOL AND SUMMER PROGRAMS FOR THE STUDENTS AS WELL AS EARLY CHILDHOOD PROGRAMS FOR YOUNGER CHILDREN. 16621378 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 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 73 0 292 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 SC X MATTEW D SEMO 8437224088 172 RUTLEDGE AVE CHARLESTON SC 29403 ARTIE I RICHARDS MEMBER-AT-LARGE 1.00 X X 0 0 0 KENNETH W HARRELL CHAIRPERSON 4.00 X X 0 0 0 ELIZABETH FORT SECRETARY 4.00 X X 0 0 0 HUGH C LANE JR TREASURER 4.00 X X 0 0 0 MRJIANZHENG CEN MEMBER-AT-LARGE 1.00 X 0 0 0 EMMIE AICHELE DAWSON MEMBER-AT-LARGE 1.00 X 0 0 0 PHILIP L HORN JR VICE-CHAIRPERSON 4.00 X 0 0 0 LAURIE A HOST MEMBER-AT-LARGE 1.00 X 0 0 0 LENNA KIRCHNER MEMBER-AT-LARGE 1.00 X 0 0 0 MARK FAVA MEMBER-AT-LARGE 1.00 X 0 0 0 RHETT RAMSAY OUTTEN MEMBER-AT-LARGE 1.00 X 0 0 0 KAREN JENKINS PHILLIPS MEMBER-AT-LARGE 1.00 X 0 0 0 MELA HAKLISCH MEMBER-AT-LARGE 1.00 X 0 0 0 KENDRA HAMILTON MEMBER-AT-LARGE 1.00 X 0 0 0 ERIC STRICKLAND MEMBER-AT-LARGE 1.00 X 0 0 0 SARA DEWOLF MEMBER-AT-LARGE 1.00 X 0 0 0 ANNIE FRANCIS BLEEKER SECRETARY 1.00 X 0 0 0 JILL S MUTI HEAD OF SCHOOL 40.00 X 472835 0 34000 MATTHEW D SEMO CFO 40.00 X 164404 0 8880 ANNE WESTON ASSISTANT HEAD OF SCHOOL 40.00 X 169305 0 8737 806544 0 51617 7 0 1 0 ALADDIN FOOD MANAGEMENT 6000 TOWN CENTER BLVD CANONSBURG PA 15317 FOOD SERVICE 703755 EMPRESAS AVILA LLC 5001 PARTNER RD CHARLESTON SC 29455 LANDSCAPING MAINTENANCE 185949 SERVICE EXPERTS HEATING AND AIR 1952 BELGRADE AVE CHARLESTON SC 29407 HVAC SERVICES 132827 TELECO OF CHARLESTON 1070 ST ANDREWS BLVD CHARLESTON SC 29407 TECHNOLOGY 128039 SPOLETO STUDY ABROAD 10600 BROWNSBURG PLACE RALEIGH NC 27613 OVERSEAS STUDY PROGRAM 125760 5 1103619 2289811 228736 3393430 TUITION AND FEES 611600 17339819 17339819 AUXILIARY SERVICE 611710 988886 988886 18328705 458113 458113 150354 153141 -2787 -2787 -2787 OTHER INCOME 611710 37323 37323 INTEREST ON LATE PAYMENT 900099 7973 7973 45296 22222757 18371214 0 458113 2454906 2454906 1366884 847468 451072 68344 9594322 5925601 3219379 449342 354646 219881 117033 17732 1776071 1101164 586103 88804 727312 450933 240013 36366 34881 34881 265560 248804 15175 1581 249905 234137 14280 1488 1772326 1660500 101276 10550 450667 422232 25752 2683 PROGRAM AND OPERATIONS 3454684 3055752 383571 15361 22502164 16621378 5188535 692251 251364 251879 4304861 4177092 1283681 915266 304875 229712 101134 165476 63860617 22851295 38240805 41009322 8815684 7804170 250000 250000 1058955 2162574 54611359 56965491 1779414 1814703 6197359 6952988 14911446 18184446 88858 79078 4310956 4259610 27288033 31290825 X 19226134 18056160 8097192 7618506 27323326 25674666 54611359 56965491 -279407 -1369253 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 88858 497451 507231 79078 1 X 5090950 72823 -539900 121860 4202013 10039535 113063 814210 5875858 5090950 10132892 17875 -51947 59285 10039535 10144919 35800 82383 130210 10132892 10358065 722278 569170 1504594 10144919 0.69500 0.16800 0.13700 0 0 7252530 7252530 33809304 11807639 22001665 16853797 6162807 10690990 5810416 4880849 929567 134570 134570 41009322 LEASES PAYABLE 50833 REFUNDABLE ADVANCE 4208777 4259610 17260098 -1369253 -1369253 18629351 34881 3558525 3593406 22222757 20012377 0 20012377 34881 2454906 2489787 22502164 PART IV, LINE 1B: THE ORGANIZATION MAINTAINS STUDENT ACTIVITY FUNDS PART IV, LINE 2B: THE ORGANIZATION MAINTAINS STUDENT ACTIVITY ACCOUNTS PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NET AGAINST AUDITED REVENUE 2,454,906. EMPLOYEE RETENTION CREDIT APPLIED FOR 1,103,619. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS REFLECTED AS GRANTS NET AGAINST AUDIT REVENUE 2,454,906. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED IN NEWSPAPER DURING ANNUAL SOLICITATION FOR STUDENTS 1 FINANCIAL AID 147 2454906 BOOK PART I, LINE 2 GRANTS CONSIST OF FINANCIAL AID AWARDS MADE TO FAMILIES OF STUDENTS ATTENDING ASHLEY HALL SCHOOL. FINANCIAL AID AWARDS ARE APPLIED TO THE STUDENTS' TUITION BALANCES AND ARE NOT USED IN ANY OTHER MANNER. 0 0 0 0 0 0 0 0 0 JILL S MUTI HEAD OF SCHOOL 472835 0 0 0 0 0 0 0 34000 0 506835 0 0 0 ANNE WESTON ASSISTANT HEAD OF SCHOOL 169305 0 0 0 0 0 0 0 8737 0 178042 0 0 0 MATTHEW D SEMO CFO 164404 0 0 0 0 0 0 0 8880 0 173284 0 0 0 A SC JOBS-ECONOMIC DEVELOPMENT AUTHORITY 570960018 2015-12-01 18740000 TO REFUND 20,000,00 BONDS 0 0 0 A 18740000 325000 18415000 1 0 1 1 A 0 0 0 0 1 0 0 0 0 A 0 X 8 228737 FMV AT DATE OF GIFT 0 1 1 PART I, LINE 32B: STOCK BROKERAGE FIRM IS USED TO LIQUIDATE GIFTS OF PUBLICLY TRADED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A COPY OF THE 990 TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR APPROVAL BEFORE IT IS FILED. THE 990 IS AVAILABLE TO ALL MEMBERS OF THE BOARD FOR THEIR REVIEW AT THEIR DISCRETION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES THE DISCLOSURE POLICY AND REQUIRES EACH BOARD MEMBER TO COMPLETE THE DISCLOSURE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES INCLUDES REVIEW AND COMPARISON TO OTHER ORGANIZATIONS COMPENSATION RATES FOR BENCHMARKING PURPOSES, WRITTEN CONTRACTS, AND APPROVAL BY THE HEAD OF SCHOOL. A SUBCOMMITTEE APPOINTED BY THE BOARD OF TRUSTEES DETERMINES COMPENSATION FOR THE HEAD OF SCHOOL BASED ON BENCHMARKING AND PERFORMANCE. THE COMPENSATION IS DOCUMENTED IN A WRITTEN CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PAGE 1, LINE B THE 2021 FORM 990 AND ALL SUPPORTING SCHEDULES HAVE BEEN AMENDED TO REFLECT THE EMPLOYEE RETENTION CREDIT ("ERC") RECEIVED FOR THE FISCAL YEAR ENDED JUNE 30, 2022.