{"success":true,"data":{"_id":231352646,"filings":[{"Organization":{"value":null,"Person":["DOROTHY S WALKER","JONATHAN R MORGAN","G BART SMITH","AMY PETERSEN","JENNIFER PARADIS","H LADDIE MONTAGUE","MICHAEL S LEWIS","CHRISTOPHER J MAGUIRE","JOHN F HOLLWAY","WILLIAM T HARRINGTON","ORAY B BOSTON","RAVINDRA REDDY","WILLIAM HAMBLETON","WILLIAM C YOH","SHARON MERHIGE","RANDALL DRAIN","MAURICE D GLAVIN","JOHN J LYNCH III","JOHN C WILKINS JR","BARBARA KLOCK","JENNIFER N PECHET","JEFFERY F LEE","CAROLINE R DE MARCO","GEORGE B LEMMON","JASON INGLE","PETER ROHR","JOHN A NAGL","THADDEUS J FORTIN","JOSHUA R LEVINE","WADE L MCDEVITT","JEFFERY DAY","JAMES J GREYTOK JR","JAMES THORBURN","DAVID GOLD","BRIAN MCBRIDE","JOHN NOSTRANT","REBECCA DAVIS","MICHELE TODD","MICHAEL MURPHY","PAM GREENBLATT","GEORGE WOOD"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","VICE CHAIRMAN","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","CHAIR","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","HEADMASTER","TRUSTEE","TRUSTEE","TRUSTEE","DIR. OF DEVELOPMENT","HEAD OF MIDDLE SCHOOL","ASSISTANT HEADMASTER","CHIEF FINANCIAL OFFICER","ASSOCIATE HEAD FOR EXTERNAL AFFAIRS","ATHLETIC DIRECTOR","DEAN OF FACULTY","DIR. OF HUMAN RESOURCES","ATHLETIC DIRECTOR","LOWER SCHOOL HEAT (AS OF 7/1/18)","SENIOR DIRECTOR OF MAJOR GIFTS"],"Hours":[0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,7.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,40.0,0.5,0.5,0.5,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,637419,0,0,0,280267,223378,300469,268840,278233,218565,151058,173907,224959,149762,156901],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,596046,0,0,0,210495,190115,267859,237318,200597,186606,121702,122714,158514,135000,142614],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,41373,0,0,0,69772,33263,32610,31522,77636,31959,29356,51193,66445,14762,14287]},"Basic":{"value":null,"mission":"A non-sectarian college prep school pre-k-12, educates qualified boys of differing backgrounds.","year":2018,"name":"HAVERFORD SCHOOL","phone":6106423020,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":["Algeria","Anguilla","Antigua and Barbuda","Argentina","Aruba","Australia","Azerbaijan","Bahamas","Bahrain","Barbados","Belize","Bolivia","Brazil","British Virgin Islands","Brunei","Cambodia","Caribbean Netherlands","Cayman Islands","Chile","China","Colombia","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","Ecuador","Egypt","El Salvador","Falkland Islands","French Guiana","Grenada","Guadeloupe","Guatemala","Guyana","Haiti","Honduras","Hong Kong","Indonesia","Iran","Iraq","Israel","Jamaica","Japan","Jordan","Kuwait","Lebanon","Libya","Macau","Malaysia","Marshall Islands","Martinique","Micronesia","Mongolia","Montserrat","Morocco","Nauru","New Zealand","Nicaragua","Niue","North Korea","Oman","Palau","Panama","Papua New Guinea","Paraguay","Peru","Philippines","Puerto Rico","Qatar","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Samoa","Saudi Arabia","Sint Maarten","Solomon Islands","South Korea","Sudan","Suriname","Syria","Taiwan","Tonga","Trinidad and Tobago","Tunisia","Turkey","Turks and Caicos Islands","Tuvalu","United Arab Emirates","United States Virgin Islands","Uruguay","Uzbekistan","Vanuatu","Venezuela","Western Sahara","Yemen"],"principal_officer":"JOHN NAGL","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":40,"tax_period_begin":"2018-07-01T00:00:00","tax_period_end":"2019-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":30,"Number of independent voting members":29,"Number of employees total":312,"Total Gross UBI":253255,"Net unrelated business taxable income":1947,"Number of employees":312,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":47892227,"Contributions":{"value":9590907,"Other contributions":9389796,"Contributions from gifts and grants":0,"Fundraising revenue":70646,"Dues":0,"Campaigns":0,"Grant revenue":130465,"Related organizations":0},"Program revenue":{"value":34603348,"Total revenue":{"value":34603348,"TUITION & FEES":33925069,"DAY CARE PROGRAM":494386,"MUSIC LESSONS":116837,"ENRICHMENT PROGRAM":67056},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1914197,"Investment income total":1275490,"Net investment gain":638707,"Income from invest bond proceeds":0},"Other revenues":{"value":1783775,"Other total":1592049,"Royalties revenue":0,"Net rental income":7111,"Net income from fundraising events":184615,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":40601398,"Grant expense":{"value":6857018,"Grants to domestic orgs":0,"Grants to domestic individuals":6857018,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":21141864,"Current officers":2519994,"Disqualified persons":0,"Other salaries and wages":12877242,"Pension plan contributions":1153270,"Other employee benefits":3515337,"Payroll taxes":1076021},"Other expenses":{"value":12602516,"Management services":0,"Legal":30992,"Accounting":44114,"Lobbying services":0,"Investment management fees":498874,"Other services":1997587,"Advertising":277059,"Office expenses":1794758,"Information technology":239194,"Royalties":0,"Occupancy":1803915,"Travel":264052,"Conferences and meetings":79197,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":3386971,"Insurance":350834,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1331562,"UBIT TAXES":4486,"INSTRUCTIONAL EXPENSES":771119,"ATHLETIC DEPARTMENT":414054,"COMMUNICATION":141903},"All other expenses":503407},"Functional Expenses":{"value":null,"Program Service Expenses":32428190,"Management And General Expenses":4641343,"Fundraising Expenses":3531865}},"Assets":{"value":173345857,"Non-interest bearing cash":59272,"Savings and temp cash investments":11578824,"Pledges and grants receivable":6231587,"Accounts receivable":20831,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":622943,"Land, building, equipment":70766262,"Investments publicly traded":43106932,"Investments other":40313629,"Investments program related":0,"Intangible assets":0,"Other assets":645577},"Liabilities":{"value":38281985,"Sum of Total Liabilities":0,"Accounts payable, accrued":2726523,"Grants payable":0,"Deferred, revenue":4996299,"Tax exempt bond liabilities":26960490,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":444444,"Other liabilities":3154229},"Fund balance":{"value":135063872,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":102688573,"Temporarily restricted net assets":4786476,"Permanently restricted net assets":27588823},"Ratings":{"Program Expense Ratio":{"score":0.7986963897154478,"percentile":0.6231622533895096},"Fundraising Efficiency":{"score":2.715536126097685,"percentile":0.10307825387361907},"Operating Margin":{"score":0.15223407756753513,"percentile":0.7014917829350564},"Liabilities to Assets Ratio":{"score":0.22084164953535637,"percentile":0.23942535064475373},"Operating Reserve Ratio":{"score":4.269455376881358,"percentile":0.780216233628838},"Officer Compensation Ratio":{"score":0.07545942137263352,"percentile":0.6424702338945089},"Program Expense Growth":{"score":0.027402242520452307,"percentile":0.43758317259368246},"Revenue Growth":{"score":0.021547355995645605,"percentile":0.47257430391133337},"Asset Growth":{"score":0.021832098031113394,"percentile":0.41159719829417013},"Independent Voting Board Pct":{"score":0.9666666666666667,"percentile":0.27477617495303414},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5258062008170986,"percentile":0.38899100328914804}},"source_xml":"202010599349300026_public.xml"},{"Organization":{"value":null,"Person":["Amy Petersen","jennifer paradis","h laddie montague","michael s lewis","Christopher J Maguire","John F Hollway","William T Harrington","Oray B Boston","ravindra reddy","William Hambleton","WILLIAM C YOH","Thomas L Williams","Sharon Merhige","Randall Drain","stephanie tellez","Maurice D Glavin","John J Lynch III","John C Wilkins Jr","Barbara Klock","Jennifer N Pechet","Jeffery F Lee","Brant H Henderson","Caroline R De Marco","DAVID B FORD JR","Elizabeth McKee Anderson","George B Lemmon","George C McFarland Jr","Jason Ingle","Peter Rohr","John A Nagl","Jeffery Day","Ronald Duska","James J Greytok Jr","James Thorburn","David Gold","Brian McBride","Matthew Green","John Nostrant","Rebecca Davis","Michele Todd","Michael Murphy","Samuel D Caldwell","George Wood"],"Title":["ViCe Chairman","trustee","trustee","trustee","Trustee","Trustee","Trustee","Trustee","trustee","trustee","Chair","Trustee","secretary","Trustee","trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Treasurer","Trustee","Trustee","Trustee","Trustee","Trustee","Headmaster","Dir. of Development","Head of Lower School","Head of Middle School","Assistant Headmaster","Chief Financial Officer","Associate Head for External AFFAIRS","Head of Upper School","Athletic Director","Dean of Faculty","Dir. Of Human Resources","Assoc. Athl. Dir/Head FootBALL COACH","Sr. Assoc. Dir., Dev. Gift PLANNING","Senior Director of Major GIFTS"],"Hours":[0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,7.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.5,0.5,0.5,0.5,0.5,0.5,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,592496,262362,214143,201790,283987,251385,254586,219510,245995,132230,127796,194413,160818,148627],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,551989,198912,171641,179840,253718,222089,187724,189969,180986,114716,114185,133739,140666,133094],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,40507,63450,42502,21950,30269,29296,66862,29541,65009,17514,13611,60674,20152,15533]},"Basic":{"value":null,"mission":"A non-sectarian college prep school pre-k-12, educates qualified boys of differing backgrounds.","year":2016,"name":"HAVERFORD SCHOOL","phone":6106423020,"website":"www.haverford.org","type":"990","affiliation":null,"foreign_countries":["Afghanistan","Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Australia","Austria","Bahamas","Bangladesh","Barbados","Belarus","Belgium","Belize","Bhutan","Bosnia and Herzegovina","British Virgin Islands","Brunei","Bulgaria","Cambodia","Caribbean Netherlands","Cayman Islands","China","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hong Kong","Hungary","Iceland","India","Indonesia","Iran","Ireland","Isle of Man","Italy","Jamaica","Japan","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Maldives","Malta","Marshall Islands","Martinique","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Nauru","Nepal","Netherlands","New Zealand","Nicaragua","Niue","North Korea","North Macedonia","Norway","Pakistan","Palau","Panama","Papua New Guinea","Philippines","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Samoa","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sri Lanka","Svalbard and Jan Mayen","Sweden","Switzerland","Taiwan","Tonga","Trinidad and Tobago","Turks and Caicos Islands","Tuvalu","Ukraine","United Kingdom","United States Virgin Islands","Vanuatu","Vatican City","Åland Islands"],"principal_officer":"John Nagl","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":40,"tax_period_begin":"2016-07-01T00:00:00","tax_period_end":"2017-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":30,"Number of independent voting members":28,"Number of employees total":332,"Total Gross UBI":285733,"Net unrelated business taxable income":0,"Number of employees":332,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":42509741,"Contributions":{"value":4798613,"Other contributions":4590138,"Contributions from gifts and grants":0,"Fundraising revenue":28475,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":180000},"Program revenue":{"value":33745104,"Total revenue":{"value":33745104,"Tuition & Fees":33020164,"Day Care Program":438321,"Music Lessons":149995,"Enrichment Program":136624},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2392428,"Investment income total":1343526,"Net investment gain":1048902,"Income from invest bond proceeds":0},"Other revenues":{"value":1573596,"Other total":1573940,"Royalties revenue":0,"Net rental income":-6401,"Net income from fundraising events":6057,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":39363749,"Grant expense":{"value":5870628,"Grants to domestic orgs":0,"Grants to domestic individuals":5870628,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":20654504,"Current officers":2568196,"Disqualified persons":0,"Other salaries and wages":12569495,"Pension plan contributions":1155234,"Other employee benefits":3306488,"Payroll taxes":1055091},"Other expenses":{"value":12838617,"Management services":0,"Legal":88563,"Accounting":48485,"Lobbying services":0,"Investment management fees":348164,"Other services":2027412,"Advertising":263514,"Office expenses":1954207,"Information technology":217872,"Royalties":0,"Occupancy":2055990,"Travel":226853,"Conferences and meetings":62440,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":3506622,"Insurance":256524,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1556217,"Instructional Expenses":911772,"Athletic Department":363948,"Dues & Subscriptions":147695,"Communication":132802},"All other expenses":225754},"Functional Expenses":{"value":null,"Program Service Expenses":31225201,"Management And General Expenses":4614061,"Fundraising Expenses":3524487}},"Assets":{"value":157684411,"Non-interest bearing cash":16956,"Savings and temp cash investments":8447884,"Pledges and grants receivable":5234632,"Accounts receivable":16624,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":459473,"Land, building, equipment":71411348,"Investments publicly traded":47574925,"Investments other":23941745,"Investments program related":0,"Intangible assets":0,"Other assets":580824},"Liabilities":{"value":36976739,"Sum of Total Liabilities":0,"Accounts payable, accrued":1953777,"Grants payable":0,"Deferred, revenue":4897524,"Tax exempt bond liabilities":26952734,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":3172704},"Fund balance":{"value":120707672,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":92860746,"Temporarily restricted net assets":3232677,"Permanently restricted net assets":24614249},"Ratings":{"Program Expense Ratio":{"score":0.7932476401066372,"percentile":0.6167586379125616},"Fundraising Efficiency":{"score":1.3615067951733117,"percentile":0.05299074402096012},"Operating Margin":{"score":0.0740063789144234,"percentile":0.5753582005262623},"Liabilities to Assets Ratio":{"score":0.2344983804391418,"percentile":0.23224694501936147},"Operating Reserve Ratio":{"score":4.005828078011573,"percentile":0.7690114846454076},"Officer Compensation Ratio":{"score":0.0835829432811392,"percentile":0.610500271788633},"Program Expense Growth":{"score":0.02810035322296938,"percentile":0.44057331570409963},"Revenue Growth":{"score":0.001043375519933348,"percentile":0.37449658454398016},"Asset Growth":{"score":0.010408774923984452,"percentile":0.3633439468749115},"Independent Voting Board Pct":{"score":0.9333333333333333,"percentile":0.25846041760016036},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.48665688394153106,"percentile":0.289817399987161}},"source_xml":"201742939349300114_public.xml"},{"Organization":{"value":null,"Person":["ALBERT C OEHRLE","AMY PETERSEN","BARBARA KLOCK","BRANT H HENDERSON","CAROLINE R DE MARCO","CARTER D WILLIAMS","DAVID B FORD JR","ELIZABETH MCKEE ANDERSON","GEORGE B LEMMON","GEORGE C MCFARLAND JR","JASON INGLE","JEFFERY F LEE","JENNIFER N PECHET","JOHN A NAGL","JOHN C WILKINS JR","JOHN J LYNCH III","KENNETH W SCHWENKE","MARK D TURNER","MAURICE D GLAVIN","NANCY KRELL","PETER ROHR","RANDALL DRAIN","RICHARD W GRAHAM II","ROBERT C CLOTHIER III","SHARON MERHIGE","THOMAS L WILLIAMS","VINCENT A ROSSI","WILLIAM C YOH","WILLIAM HAMBLETON","RONALD DUSKA","MATTHEW GREEN","BRIAN MCBRIDE","DAVID GOLD","JAMES J GREYTOK JR","JAMES THORBURN","JOHN NOSTRANT","GEORGE WOOD","SAMUEL D CALDWELL","MICHAEL MURPHY","MICHELE TODD","REBECCA DAVIS"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TREASURER","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","HEADMASTER","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","VICE CHAIRMAN","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","CHAIR","TRUSTEE","HEAD OF LOWER SCHOOL","HEAD OF UPPER SCHOOL","ASSOCIATE HEAD FOR EXTERNAL AFFAIRS","CHIEF FINANCIAL OFFICER","HEAD OF MIDDLE SCHOOL","ASSISTANT HEADMASTER","ATHLETIC DIRECTOR","SENIOR DIRECTOR OF MAJOR GIFTS","SR. ASSOC. DIR., DEV. GIFT PLANNING","ASSOC. ATHL. DIR/HEAD FOOTBALL COACH","DIR. OF HUMAN RESOURCES","DEAN OF FACULTY"],"Hours":[0.5,0.5,0.5,0.5,0.5,0.5,1.5,0.5,0.5,0.5,0.5,0.5,0.5,40.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.5,0.5,0.5,0.5,7.0,0.5,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,568786,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,203023,236291,296518,232510,225546,268709,234240,140005,151679,176798,134834,121057],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,518000,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,163018,177900,175246,205334,169195,238170,172950,125454,131963,122400,105570,104167],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,50786,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,40005,58391,121272,27176,56351,30539,61290,14551,19716,54398,29264,16890]},"Basic":{"value":null,"mission":"A non-sectarian college prep school jr k-12, educates qualified boys of differing backgrounds.","year":2014,"name":"HAVERFORD SCHOOL","phone":6106423020,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Australia","Austria","Bahamas","Barbados","Belarus","Belgium","Belize","Bosnia and Herzegovina","British Virgin Islands","Bulgaria","Caribbean Netherlands","Cayman Islands","China","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hong Kong","Hungary","Iceland","Indonesia","Ireland","Isle of Man","Italy","Jamaica","Japan","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Martinique","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Nauru","Netherlands","New Zealand","Nicaragua","Niue","North Korea","North Macedonia","Norway","Palau","Panama","Papua New Guinea","Philippines","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Samoa","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Taiwan","Tonga","Trinidad and Tobago","Turks and Caicos Islands","Tuvalu","Ukraine","United Kingdom","United States Virgin Islands","Vanuatu","Vatican City","Åland Islands"],"principal_officer":"JOHN A NAGL","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":40,"tax_period_begin":"2014-07-01T00:00:00","tax_period_end":"2015-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":29,"Number of independent voting members":28,"Number of employees total":335,"Total Gross UBI":256014,"Net unrelated business taxable income":-8851,"Number of employees":335,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":45082496,"Contributions":{"value":6670221,"Other contributions":6487328,"Contributions from gifts and grants":0,"Fundraising revenue":24893,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":158000},"Program revenue":{"value":33126709,"Total revenue":{"value":33126709,"TUITION & FEES":32528825,"DAY CARE PROGRAM":365223,"MUSIC LESSONS":156877,"ENRICHMENT PROGRAM":75784},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3842421,"Investment income total":1497610,"Net investment gain":2344811,"Income from invest bond proceeds":0},"Other revenues":{"value":1443145,"Other total":1449393,"Royalties revenue":0,"Net rental income":-3537,"Net income from fundraising events":-2711,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":37265208,"Grant expense":{"value":5153654,"Grants to domestic orgs":0,"Grants to domestic individuals":5153654,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":19730930,"Current officers":2308108,"Disqualified persons":0,"Other salaries and wages":12537089,"Pension plan contributions":1133154,"Other employee benefits":2725989,"Payroll taxes":1026590},"Other expenses":{"value":12380624,"Management services":0,"Legal":49533,"Accounting":57553,"Lobbying services":0,"Investment management fees":536248,"Other services":1963787,"Advertising":251031,"Office expenses":1836856,"Information technology":164226,"Royalties":0,"Occupancy":2172777,"Travel":211959,"Conferences and meetings":76355,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":3289459,"Insurance":54439,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1470852,"UBI ESTIMATES TAXES":985,"INSTRUCTIONAL EXPENSES":1021476,"ATHLETIC DEPARTMENT":303471,"DUES & SUBSCRIPTIONS":144920},"All other expenses":245549},"Functional Expenses":{"value":null,"Program Service Expenses":29417273,"Management And General Expenses":4657527,"Fundraising Expenses":3190408}},"Assets":{"value":155839717,"Non-interest bearing cash":9933,"Savings and temp cash investments":8383376,"Pledges and grants receivable":3884740,"Accounts receivable":8172,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":439629,"Land, building, equipment":73901346,"Investments publicly traded":45940760,"Investments other":22548119,"Investments program related":0,"Intangible assets":128409,"Other assets":595233},"Liabilities":{"value":45054794,"Sum of Total Liabilities":0,"Accounts payable, accrued":2111266,"Grants payable":0,"Deferred, revenue":6198298,"Tax exempt bond liabilities":33645000,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":3100230},"Fund balance":{"value":110784923,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":87224646,"Temporarily restricted net assets":3805112,"Permanently restricted net assets":19755165},"Ratings":{"Program Expense Ratio":{"score":0.789403161254326,"percentile":0.6123577130980481},"Fundraising Efficiency":{"score":2.0907109686284637,"percentile":0.07854861333125959},"Operating Margin":{"score":0.17339962720786356,"percentile":0.7276173966138808},"Liabilities to Assets Ratio":{"score":0.2891098294281425,"percentile":0.20645208469551793},"Operating Reserve Ratio":{"score":4.181909222135564,"percentile":0.7766066812590044},"Officer Compensation Ratio":{"score":0.08023559133226896,"percentile":0.6234040048897534},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9655172413793104,"percentile":0.27432809796853846},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5449519538957553,"percentile":0.44261669556112004}},"source_xml":"201522969349301402_public.xml"},{"Organization":{"value":null,"Person":["JOHN A NAGL","GEORGE B LEMMON","SHARON MERHIGE","AMY C BRIDDELL","BARBARA KLOCK","CAROLINE R DE MARCO","CHRISTOPHER J MAGUIRE","FITZ DANIEL T TEPPER","G BART SMITH","G NASH WATERMAN","H LADDIE MONTAGUE","JEFFERY F LEE","JENNIFER N PECHET","JENNIFER PARADIS","JOHN F HOLLWAY","JOHN J LYNCH III","JONATHAN R MORGAN","MAURICE D GLAVIN","ORAY B BOSTON","RANDALL DRAIN","RAVINDRA REDDY","ROLAND YANG","THADDEUS J FORTIN","WADE L MCDEVITT","WILLIAM HAMBLETON","WILLIAM T HARRINGTON","JACK H KIRKPATRICK JR","MARTHA E ORTIZ","NAFIS T SMITH","KRISTIN N VOLLMER","JAMES THORBURN","DAVID GOLD","JEFFREY DAY","BRIAN MCBRIDE","JAMES J GREYTOK JR","MICHAEL MURPHY","PAM GREENBLATT","GEORGE WOOD","MICHELE TODD","REBECCA DAVIS","NEAL COUSINS","CHRISTOPHER FOX"],"Title":["HEADMASTER","TREASURER","TRUSTEE","TRUSTEE","TRUSTEE","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","VICE CHAIR","TRUSTEE","CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TURSTEE","TRUSTEE","TRUSTEE","TRUSTEE","ASSISTANT HEADMASTER","CHIEF FINANCIAL OFFICER","DIR. OF DEVELOPMENT","ASSOCIATE HEAD FOR EXTERNAL AFFAIRS","HEAD OF MIDDLE SCHOOL","ATHLETIC DIRECTOR","LOWER SCHOOL HEAD","SENIOR DIRECTOR OF MAJOR GIFTS","DIR. OF HUMAN RESOURCES","DEAN OF FACULTY","DIRECTOR OF COLLEGE COUNSELING","ART DEPARTMENT CHAIR"],"Hours":[40.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,7.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[695675,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,331995,299000,257323,251489,231807,219375,192529,168977,146433,156082,149170,145401],"Direct compensation":[655888,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,298879,264547,222742,214681,201844,188292,175643,151496,131030,130333,128526,120636],"Other compensation":[39787,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,33116,34453,34581,36808,29963,31083,16886,17481,15403,25749,20644,24765]},"Basic":{"value":null,"mission":"A non-sectarian college prep school pre-k-12, educates qualified boys of differing backgrounds.","year":2020,"name":"HAVERFORD SCHOOL","phone":6106423020,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"JOHN NAGL","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":40,"tax_period_begin":"2020-07-01T00:00:00","tax_period_end":"2021-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":30,"Number of independent voting members":29,"Number of employees total":303,"Total Gross UBI":18137,"Net unrelated business taxable income":15406,"Number of employees":303,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":63658264,"Contributions":{"value":5736623,"Other contributions":5346629,"Contributions from gifts and grants":0,"Fundraising revenue":50843,"Dues":0,"Campaigns":0,"Grant revenue":339151,"Related organizations":0},"Program revenue":{"value":35590064,"Total revenue":{"value":35590064,"TUITION & FEES":35048903,"DAY CARE PROGRAM":475092,"MUSIC LESSONS":66069},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":21433760,"Investment income total":1647066,"Net investment gain":19786694,"Income from invest bond proceeds":0},"Other revenues":{"value":897817,"Other total":730644,"Royalties revenue":0,"Net rental income":-19076,"Net income from fundraising events":186249,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":42541373,"Grant expense":{"value":8950233,"Grants to domestic orgs":0,"Grants to domestic individuals":8950233,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":21361275,"Current officers":2933741,"Disqualified persons":0,"Other salaries and wages":13204808,"Pension plan contributions":1175433,"Other employee benefits":2961924,"Payroll taxes":1085369},"Other expenses":{"value":12229865,"Management services":0,"Legal":106825,"Accounting":77564,"Lobbying services":0,"Investment management fees":522410,"Other services":2191995,"Advertising":75998,"Office expenses":1500814,"Information technology":329058,"Royalties":0,"Occupancy":2428994,"Travel":54930,"Conferences and meetings":32329,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":3576900,"Insurance":213642,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":884776,"INSTRUCTIONAL EXPENSES":411943,"ATHLETIC DEPARTMENT":258794,"DUES & SUBSCRIPTIONS":130103,"BOARD EXPENSES":83936},"All other expenses":233630},"Functional Expenses":{"value":null,"Program Service Expenses":33695473,"Management And General Expenses":6081334,"Fundraising Expenses":2764566}},"Assets":{"value":200207536,"Non-interest bearing cash":25836,"Savings and temp cash investments":4373436,"Pledges and grants receivable":3577716,"Accounts receivable":2359,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1249715,"Land, building, equipment":80956424,"Investments publicly traded":92970118,"Investments other":16222340,"Investments program related":0,"Intangible assets":0,"Other assets":829592},"Liabilities":{"value":38930455,"Sum of Total Liabilities":0,"Accounts payable, accrued":2478374,"Grants payable":0,"Deferred, revenue":4944299,"Tax exempt bond liabilities":30969548,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":347222,"Other liabilities":191012},"Fund balance":{"value":161277081,"Net assets without donor restriction":123101882,"Net assets with donor restriction":38175199,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7920635988876052,"percentile":0.6153915558312455},"Fundraising Efficiency":{"score":2.075053733569754,"percentile":0.07796489429213026},"Operating Margin":{"score":0.33172269667925597,"percentile":0.853383520707183},"Liabilities to Assets Ratio":{"score":0.1944504976076425,"percentile":0.2543286744571336},"Operating Reserve Ratio":{"score":4.70618416570617,"percentile":0.7965464216808377},"Officer Compensation Ratio":{"score":0.07628470289381586,"percentile":0.6391921650638545},"Program Expense Growth":{"score":0.021941956443819435,"percentile":0.4136367492401463},"Revenue Growth":{"score":0.04337176841745015,"percentile":0.5775963219070448},"Asset Growth":{"score":0.03578891562659289,"percentile":0.47001803003061265},"Independent Voting Board Pct":{"score":0.9666666666666667,"percentile":0.27477617495303414},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5544618839780143,"percentile":0.47049316022392684}},"source_xml":"202240959349300449_public.xml"},{"Organization":{"value":null,"Person":["AMY PETERSEN","BARBARA KLOCK","BRANT H HENDERSON","CAROLINE R DE MARCO","DAVID B FORD JR","ELIZABETH MCKEE ANDERSON","GEORGE B LEMMON","GEORGE C MCFARLAND JR","JASON INGLE","JEFFERY F LEE","JENNIFER N PECHET","JOHN A NAGL","JOHN C WILKINS JR","JOHN J LYNCH III","KENNETH W SCHWENKE","MARK D TURNER","MAURICE D GLAVIN","PETER ROHR","RANDALL DRAIN","RICHARD W GRAHAM II","ROBERT C CLOTHIER III","SHARON MERHIGE","THOMAS L WILLIAMS","WILLIAM C YOH","WILLIAM HAMBLETON","ORAY B BOSTON","LAURIE DENNIS","WILLIAM T HARRINGTON","JOHN F HOLLWAY","CHRISTOPHER J MAGUIRE","MATTHEW GREEN","BRIAN MCBRIDE","DAVID GOLD","JAMES J GREYTOK JR","JAMES THORBURN","JOHN NOSTRANT","RONALD DUSKA","JEFFERY DAY","GEORGE WOOD","SAMUEL D CALDWELL","MICHAEL MURPHY","MICHELE TODD","REBECCA DAVIS"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TREASURER","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","HEADMASTER","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","VICE CHAIRMAN","SECRETARY","TRUSTEE","TRUSTEE","CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","HEAD OF UPPER SCHOOL","ASSOCIATE HEAD FOR EXTERNAL AFFAIRS","CHIEF FINANCIAL OFFICER","HEAD OF MIDDLE SCHOOL","ASSISTANT HEADMASTER","ATHLETIC DIRECTOR","HEAD OF LOWER SCHOOL","DIR. OF DEVELOPMENT","SENIOR DIRECTOR OF MAJOR GIFTS","SR. ASSOC. DIR., DEV. GIFT PLANNING","ASSOC. ATHL. DIR/HEAD FOOTBALL COACH","DIR. OF HUMAN RESOURCES","DEAN OF FACULTY"],"Hours":[0.5,0.5,0.5,0.5,1.5,0.5,0.5,0.5,0.5,0.5,0.5,40.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.5,0.5,0.5,7.0,0.5,0.5,0.5,0.5,0.5,0.5,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,594435,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,244288,243735,241849,195315,276127,240560,209329,251786,144337,157043,183013,141336,129288],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,537245,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,183816,181362,213547,174077,246736,176909,167471,192800,129218,136569,126880,109793,111375],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,57190,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,60472,62373,28302,21238,29391,63651,41858,58986,15119,20474,56133,31543,17913]},"Basic":{"value":null,"mission":"A non-sectarian college prep school jr k-12, educates qualified boys of differing backgrounds.","year":2015,"name":"HAVERFORD SCHOOL","phone":6106423020,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Australia","Austria","Bahamas","Barbados","Belarus","Belgium","Belize","Bosnia and Herzegovina","British Virgin Islands","Brunei","Bulgaria","Cambodia","Caribbean Netherlands","Cayman Islands","China","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hong Kong","Hungary","Iceland","Indonesia","Ireland","Isle of Man","Italy","Jamaica","Japan","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Martinique","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Nauru","Netherlands","New Zealand","Nicaragua","Niue","North Korea","North Macedonia","Norway","Palau","Panama","Papua New Guinea","Philippines","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Samoa","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Taiwan","Tonga","Trinidad and Tobago","Turks and Caicos Islands","Tuvalu","Ukraine","United Kingdom","United States Virgin Islands","Vanuatu","Vatican City","Åland Islands"],"principal_officer":"JOHN NAGL","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":40,"tax_period_begin":"2015-07-01T00:00:00","tax_period_end":"2016-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":30,"Number of independent voting members":28,"Number of employees total":386,"Total Gross UBI":264084,"Net unrelated business taxable income":-3504,"Number of employees":386,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":44802773,"Contributions":{"value":8460505,"Other contributions":8229115,"Contributions from gifts and grants":0,"Fundraising revenue":37890,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":193500},"Program revenue":{"value":33274530,"Total revenue":{"value":33274530,"TUITION & FEES":32625301,"DAY CARE PROGRAM":405578,"MUSIC LESSONS":125322,"ENRICHMENT PROGRAM":118329},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1458237,"Investment income total":1294565,"Net investment gain":163672,"Income from invest bond proceeds":0},"Other revenues":{"value":1609501,"Other total":1609185,"Royalties revenue":0,"Net rental income":18034,"Net income from fundraising events":-17718,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":37836116,"Grant expense":{"value":5213774,"Grants to domestic orgs":0,"Grants to domestic individuals":5213774,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":20285620,"Current officers":2530711,"Disqualified persons":0,"Other salaries and wages":12499553,"Pension plan contributions":1120287,"Other employee benefits":3074634,"Payroll taxes":1060435},"Other expenses":{"value":12336722,"Management services":0,"Legal":42190,"Accounting":49728,"Lobbying services":0,"Investment management fees":204495,"Other services":1973993,"Advertising":246866,"Office expenses":1800654,"Information technology":224353,"Royalties":0,"Occupancy":2265773,"Travel":193949,"Conferences and meetings":80403,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":3340383,"Insurance":119221,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1573024,"INSTRUCTIONAL EXPENSES":894612,"ATHLETIC DEPARTMENT":348941,"COMMUNICATION":185902,"DUES & SUBSCRIPTIONS":143569},"All other expenses":221690},"Functional Expenses":{"value":null,"Program Service Expenses":30002933,"Management And General Expenses":4329741,"Fundraising Expenses":3503442}},"Assets":{"value":157743803,"Non-interest bearing cash":7703,"Savings and temp cash investments":9677605,"Pledges and grants receivable":5904019,"Accounts receivable":41630,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":432263,"Land, building, equipment":73421932,"Investments publicly traded":43645572,"Investments other":23943633,"Investments program related":0,"Intangible assets":107478,"Other assets":561968},"Liabilities":{"value":45758433,"Sum of Total Liabilities":0,"Accounts payable, accrued":2311786,"Grants payable":0,"Deferred, revenue":5991960,"Tax exempt bond liabilities":32925000,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":4529687},"Fund balance":{"value":111985370,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":86647464,"Temporarily restricted net assets":2129103,"Permanently restricted net assets":23208803},"Ratings":{"Program Expense Ratio":{"score":0.7929707425571906,"percentile":0.6164372084780034},"Fundraising Efficiency":{"score":2.414912249153832,"percentile":0.09100352631584001},"Operating Margin":{"score":0.15549611181432899,"percentile":0.7057294760875941},"Liabilities to Assets Ratio":{"score":0.29008070130019625,"percentile":0.20603462120206545},"Operating Reserve Ratio":{"score":4.169133084378957,"percentile":0.7760761916463952},"Officer Compensation Ratio":{"score":0.0859612810152078,"percentile":0.601625750226979},"Program Expense Growth":{"score":0.02343366578222103,"percentile":0.42011446434064753},"Revenue Growth":{"score":0.02880973672429249,"percentile":0.5088809695589206},"Asset Growth":{"score":0.01555909528268542,"percentile":0.3851089497752484},"Independent Voting Board Pct":{"score":0.9333333333333333,"percentile":0.25846041760016036},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5183255050375479,"percentile":0.36891514110019175}},"source_xml":"201603489349300935_public.xml"},{"Organization":{"value":null,"Person":["TYLER CASERTANO","MAURICE D GLAVIN","JOHN J LYNCH III","CAROLINE R DE MARCO","GEORGE B LEMMON","KENNETH M BATE","JENNIFER PARADIS BEHLE","AMY C BRIDDELL","WILLIAM T CADDELL","KIM CARTER","RANDALL DRAIN","THADDEUS J FORTIN","WILLIAM HAMBLETON","JACK H KIRKPATRICK JR","BARBARA KLOCK","JEFFERY F LEE","QUINCY MCCOY","WADE L MCDEVITT","H LADDIE MONTAGUE","JONATHAN R MORGAN","MARTHA E ORTIZ","RAVINDRA REDDY","G BART SMITH","NAFIS T SMITH","FITZ DANIEL T TEPPER","G NASH WATERMAN","ROLAND YANG","JAMES THORBURN","PAM GREENBLATT","DAVID GOLD","MICHAEL MURPHY","JAMES J GREYTOK JR","BRIAN MCBRIDE","JEFFREY DAY","GEORGE WOOD","MICHELE TODD","NEAL COUSINS","MARK FIFER","CHRISTOPHER FOX","JOHN NAGL"],"Title":["HEADMASTER","CHAIR","VICE CHAIR","SECRETARY","TREASURER","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","ASSISTANT HEADMASTER","LOWER SCHOOL HEAD","CHIEF FINANCIAL OFFICER","ATHLETIC DIRECTOR","HEAD OF MIDDLE SCHOOL","ASSOC. HEAD FOR EXTERNAL AFFAIRS","DIR. OF DEVELOPMENT","SENIOR DIRECTOR OF MAJOR GIFTS","DIR. OF HUMAN RESOURCES","DIRECTOR OF COLLEGE COUNSEL","UPPER SCHOOL HEAD","ART DEPARTMENT CHAIR","FMR HEADMASTER (UNTIL 6/21)"],"Hours":[40.0,7.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[264992,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,328567,197746,296733,224665,237582,258215,263844,173544,156532,158317,156496,149018,755136],"Direct compensation":[257159,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,296215,180379,262476,193094,207086,220787,228662,155643,140198,132362,132500,123920,722691],"Other compensation":[7833,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,32352,17367,34257,31571,30496,37428,35182,17901,16334,25955,23996,25098,32445]},"Basic":{"value":null,"mission":"A non-sectarian college prep school pre-k-12, educates qualified boys of differing backgrounds.","year":2021,"name":"HAVERFORD SCHOOL","phone":4844172722,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"TYLER CASERTANO","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":54,"tax_period_begin":"2021-07-01T00:00:00","tax_period_end":"2022-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":27,"Number of independent voting members":26,"Number of employees total":285,"Total Gross UBI":276565,"Net unrelated business taxable income":120140,"Number of employees":285,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":54065893,"Contributions":{"value":9466415,"Other contributions":9055752,"Contributions from gifts and grants":0,"Fundraising revenue":118770,"Dues":0,"Campaigns":0,"Grant revenue":291893,"Related organizations":0},"Program revenue":{"value":37261684,"Total revenue":{"value":37261684,"TUITION & FEES":36531914,"DAY CARE PROGRAM":628342,"MUSIC LESSONS":81664,"ENRICHMENT PROGRAM":19764},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5358896,"Investment income total":282252,"Net investment gain":5076644,"Income from invest bond proceeds":0},"Other revenues":{"value":1978898,"Other total":1662299,"Royalties revenue":0,"Net rental income":154285,"Net income from fundraising events":159879,"Net income from gaming":2435,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":44512352,"Grant expense":{"value":9632218,"Grants to domestic orgs":0,"Grants to domestic individuals":9632218,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":22311107,"Current officers":2434669,"Disqualified persons":0,"Other salaries and wages":14285784,"Pension plan contributions":1236268,"Other employee benefits":2958794,"Payroll taxes":1395592},"Other expenses":{"value":12569027,"Management services":0,"Legal":48975,"Accounting":63575,"Lobbying services":0,"Investment management fees":345114,"Other services":2173741,"Advertising":199806,"Office expenses":1910621,"Information technology":242954,"Royalties":0,"Occupancy":1997481,"Travel":184009,"Conferences and meetings":38287,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":3576350,"Insurance":200425,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1433798,"INSTRUCTIONAL EXPENSES":726757,"ATHLETIC DEPARTMENT":399642,"COMMUNICATION":164169,"DUES & SUBSCRIPTIONS":143230},"All other expenses":153891},"Functional Expenses":{"value":null,"Program Service Expenses":36422730,"Management And General Expenses":4967301,"Fundraising Expenses":3122321}},"Assets":{"value":222008012,"Non-interest bearing cash":18509,"Savings and temp cash investments":11479065,"Pledges and grants receivable":2413769,"Accounts receivable":1169,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":651094,"Land, building, equipment":100818936,"Investments publicly traded":10252260,"Investments other":95663550,"Investments program related":0,"Intangible assets":0,"Other assets":709660},"Liabilities":{"value":62173353,"Sum of Total Liabilities":0,"Accounts payable, accrued":2433059,"Grants payable":0,"Deferred, revenue":7828792,"Tax exempt bond liabilities":30928454,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":66558,"Unsecured notes loans payable":20791667,"Other liabilities":124823},"Fund balance":{"value":159834659,"Net assets without donor restriction":121871903,"Net assets with donor restriction":37962756,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8182611873665988,"percentile":0.6488691564692709},"Fundraising Efficiency":{"score":3.031851946036298,"percentile":0.11615144820885621},"Operating Margin":{"score":0.17670180718184014,"percentile":0.7314546152295677},"Liabilities to Assets Ratio":{"score":0.2800500416174169,"percentile":0.21043621862468925},"Operating Reserve Ratio":{"score":4.98755967781707,"percentile":0.8057615820028822},"Officer Compensation Ratio":{"score":0.08135690066433694,"percentile":0.6190744339446176},"Program Expense Growth":{"score":0.02591193745857356,"percentile":0.43107075315273935},"Revenue Growth":{"score":0.03880810183717172,"percentile":0.5568524554915645},"Asset Growth":{"score":0.04509874077302865,"percentile":0.5076486748586349},"Independent Voting Board Pct":{"score":0.9629629629629629,"percentile":0.27339336574117845},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5474894790506613,"percentile":0.4499733320427655}},"source_xml":"202311359349309781_public.xml"},{"Organization":{"value":null,"Person":["TYLER CASERTANO","MAURICE D GLAVIN","GEORGE B LEMMON JR","MICHAEL J PURCELL","PETER W HENNESSEY","JOHN A BARTHOLDSON","KENNETH M BATE","DEA T BELAZI","AMY C BRIDDELL","WILLIAM T CADDELL JR","DANIEL R CLARK","WILLIAM G COSTIN IV","HANS R DAVIES","AMBER V DIXON","CHRISTOPHER C DODSON","MICHAEL R DUBIN","THADDEUS J FORTIN","SAMUEL M V HAMILTON III","QUINCY B MCCOY","WADE L MCDEVITT","ALANA M MURPHY","MARTHA E ORTIZ","G BART SMITH","FITZ DANIEL T TEPPER","EDWARD M TRUSTY JR","MCCARTNEY K WILKINS","ROLAND YANG","IRIS H DIBERNARDO","NAFIS T SMITH","PETER MAAS","JAMES THORBURN","JAMES J GREYTOK JR","MICHAEL MURPHY","PAM GREENBLATT","BOBBY CPIN","MARK FIFER","GEORGE WOOD","MICHELE TODD","DONTA EVANS","MARY-HELEN LEWIS","CHRISTOPHER FOX"],"Title":["HEADMASTER","CHAIR","VICE CHAIR","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","CFO","ASSISTANT HEADMASTER","HEAD OF MIDDLE SCHOOL","ATHLETIC DIRECTOR","ASST. HEAD OF SCHOOL FOR ACADEMICS","DIRECTOR OF DEVELOPMENT","UPPER SCHOOL HEAD","SENIOR DIRECTOR OF MAJOR GIFTS","DIR. OF HUMAN RESOURCES","DIR. OF ADM. & ENROLLMENT MGMT.","DIRECTOR OF PLANNED GIVING","ART DEPARTMENT CHAIR"],"Hours":[40.0,7.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[648396,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,310761,358019,259896,243162,260969,253991,176358,198077,176701,210003,183862,166907],"Direct compensation":[556392,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,265381,323520,222028,205877,189118,241494,152714,169789,143521,131305,137280,135168],"Other compensation":[92004,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,45380,34499,37868,37285,71851,12497,23644,28288,33180,78698,46582,31739]},"Basic":{"value":null,"mission":"A non-sectarian college prep school pre-k-12, educates qualified boys of differing backgrounds.","year":2024,"name":"HAVERFORD SCHOOL","phone":4844172722,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Australia","Austria","Bahamas","Barbados","Belarus","Belgium","Belize","Bosnia and Herzegovina","British Virgin Islands","Brunei","Bulgaria","Cambodia","Caribbean Netherlands","Cayman Islands","China","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hong Kong","Hungary","Iceland","Indonesia","Ireland","Isle of Man","Italy","Jamaica","Japan","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Martinique","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Nauru","Netherlands","New Zealand","Nicaragua","Niue","North Korea","North Macedonia","Norway","Palau","Panama","Papua New Guinea","Philippines","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Samoa","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Taiwan","Tonga","Trinidad and Tobago","Turks and Caicos Islands","Tuvalu","Ukraine","United Kingdom","United States Virgin Islands","Vanuatu","Vatican City","Åland Islands"],"principal_officer":"PETER MAAS","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":58,"tax_period_begin":"2024-07-01T00:00:00","tax_period_end":"2025-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":27,"Number of independent voting members":26,"Number of employees total":348,"Total Gross UBI":978849,"Net unrelated business taxable income":680977,"Number of employees":348,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":55818766,"Contributions":{"value":11115553,"Other contributions":10634608,"Contributions from gifts and grants":0,"Fundraising revenue":311309,"Dues":0,"Campaigns":0,"Grant revenue":169636,"Related organizations":0},"Program revenue":{"value":40974980,"Total revenue":{"value":40974980,"TUITION & FEES":40017128,"DAY CARE PROGRAM":690471,"MUSIC LESSONS":189781,"ENRICHMENT PROGRAM":77600},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1135431,"Investment income total":1135431,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":2592802,"Other total":2223938,"Royalties revenue":0,"Net rental income":214007,"Net income from fundraising events":-6262,"Net income from gaming":0,"Net income":161119,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":51726249,"Grant expense":{"value":10103617,"Grants to domestic orgs":0,"Grants to domestic individuals":10103617,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":24009780,"Current officers":2593089,"Disqualified persons":147539,"Other salaries and wages":15540209,"Pension plan contributions":1410457,"Other employee benefits":3002973,"Payroll taxes":1315513},"Other expenses":{"value":17612852,"Management services":0,"Legal":253001,"Accounting":69956,"Lobbying services":0,"Investment management fees":526273,"Other services":2831495,"Advertising":153808,"Office expenses":406807,"Information technology":450347,"Royalties":0,"Occupancy":1266714,"Travel":392584,"Conferences and meetings":269498,"Interest":1556330,"Payments to affiliates":0,"Depreciation and depletion":4367024,"Insurance":321521,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3512456,"UNRELATED BUSINESS TAX":129113,"FOOD SERVICE":1835543,"INSTRUCTIONAL EXPENSES":918584,"ATHLETIC DEPARTMENT":629216},"All other expenses":1235038},"Functional Expenses":{"value":null,"Program Service Expenses":41794929,"Management And General Expenses":6062411,"Fundraising Expenses":3868909}},"Assets":{"value":251179343,"Non-interest bearing cash":6132,"Savings and temp cash investments":8052755,"Pledges and grants receivable":1809585,"Accounts receivable":52147,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":393405,"Land, building, equipment":97645968,"Investments publicly traded":26635080,"Investments other":115872333,"Investments program related":0,"Intangible assets":0,"Other assets":711938},"Liabilities":{"value":58902372,"Sum of Total Liabilities":0,"Accounts payable, accrued":2222311,"Grants payable":0,"Deferred, revenue":5115697,"Tax exempt bond liabilities":30889253,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":20625000,"Other liabilities":50111},"Fund balance":{"value":192276971,"Net assets without donor restriction":146869603,"Net assets with donor restriction":45407368,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8080023161934669,"percentile":0.6356065671497507},"Fundraising Efficiency":{"score":2.8730458638339647,"percentile":0.10954044606503283},"Operating Margin":{"score":0.07331794113829031,"percentile":0.5739988289431609},"Liabilities to Assets Ratio":{"score":0.23450324893954358,"percentile":0.23224510146124513},"Operating Reserve Ratio":{"score":4.855935774503966,"percentile":0.801603553896431},"Officer Compensation Ratio":{"score":0.06664125210393664,"percentile":0.6794603493839213},"Program Expense Growth":{"score":0.03498609598036231,"percentile":0.4704760321542141},"Revenue Growth":{"score":0.028448947557811105,"percentile":0.5070611848030615},"Asset Growth":{"score":0.05023923793486157,"percentile":0.5276580557453445},"Independent Voting Board Pct":{"score":0.9629629629629629,"percentile":0.27339336574117845},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.524753897361311,"percentile":0.38611682345132364}},"source_xml":"202600729349300115_public.xml"},{"Organization":{"value":null,"Person":["TYLER CASERTANO","MAURICE D GLAVIN","CAROLINE R DE MARCO","GEORGE B LEMMON JR","KENNETH M BATE","AMY BAKER","AMY C BRIDDELL","WILLIAM T CADDELL JR","HANS R DAVIES","RANDALL DRAIN","THADDEUS J FORTIN","EDWARD M TRUSTY JR","JACK H KIRKPATRICK JR","BARBARA KLOCK","JEFFERY F LEE","QUINCY MCCOY","WADE L MCDEVITT","JONATHAN R MORGAN","MARTHA E ORTIZ","RAVINDRA REDDY","G BART SMITH","NAFIS T SMITH","FITZ DANIEL T TEPPER","G NASH WATERMAN","ROLAND YANG","PETER MAAS","JAMES THORBURN","PAM GREENBLATT","MICHAEL MURPHY","JAMES J GREYTOK JR","JEFFREY DAY","GEORGE WOOD","MICHELE TODD","NEAL COUSINS","MARK FIFER","SARA ADKINS","DAVID GOLD","BRIAN MCBRIDE"],"Title":["HEADMASTER","CHAIR","SECRETARY","VICE CHAIR/TREASURER","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","CFO (AS OF 8/22)","ASSISTANT HEADMASTER","LOWER SCHOOL HEAD","ATHLETIC DIRECTOR","HEAD OF MIDDLE SCHOOL","DIR. OF DEVELOPMENT","SENIOR DIRECTOR OF MAJOR GIFTS","DIR. OF HUMAN RESOURCES","DIRECTOR OF COLLEGE COUNSELING","UPPER SCHOOL HEAD","DEAN OF FACULTY","FORMER CFO (UNTIL 6/22)","FORMER ASSOC. HEAD EXTERNAL AFFAIRS (UNTIL 6/22)"],"Hours":[40.0,7.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[624352,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,89093,333609,205994,231413,244406,271502,179362,158618,158490,168196,157789,293893,153300],"Direct compensation":[587560,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,83333,300382,187898,199228,213297,235630,161029,142123,137004,143150,131879,276596,134430],"Other compensation":[36792,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,5760,33227,18096,32185,31109,35872,18333,16495,21486,25046,25910,17297,18870]},"Basic":{"value":null,"mission":"A non-sectarian college prep school pre-k-12, educates qualified boys of differing backgrounds.","year":2022,"name":"HAVERFORD SCHOOL","phone":4844172722,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Austria","Bahamas","Barbados","Belarus","Belgium","Belize","Bosnia and Herzegovina","British Virgin Islands","Bulgaria","Caribbean Netherlands","Cayman Islands","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hungary","Iceland","Ireland","Isle of Man","Italy","Jamaica","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Malta","Martinique","Moldova","Monaco","Montenegro","Montserrat","Netherlands","Nicaragua","North Macedonia","Norway","Panama","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Trinidad and Tobago","Turks and Caicos Islands","Ukraine","United Kingdom","United States Virgin Islands","Vatican City","Åland Islands"],"principal_officer":"PETER MAAS","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":57,"tax_period_begin":"2022-07-01T00:00:00","tax_period_end":"2023-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":24,"Number of employees total":324,"Total Gross UBI":182125,"Net unrelated business taxable income":696449,"Number of employees":324,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":53332450,"Contributions":{"value":11841190,"Other contributions":10955409,"Contributions from gifts and grants":0,"Fundraising revenue":280092,"Dues":0,"Campaigns":0,"Grant revenue":605689,"Related organizations":0},"Program revenue":{"value":38851193,"Total revenue":{"value":38851193,"TUITION & FEES":38099649,"DAY CARE PROGRAM":616091,"MUSIC LESSONS":125511,"ENRICHMENT PROGRAM":9942},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":320361,"Investment income total":447389,"Net investment gain":-127028,"Income from invest bond proceeds":0},"Other revenues":{"value":2319706,"Other total":1885176,"Royalties revenue":0,"Net rental income":235343,"Net income from fundraising events":199187,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":48227077,"Grant expense":{"value":9649000,"Grants to domestic orgs":0,"Grants to domestic individuals":9649000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":22986060,"Current officers":2399286,"Disqualified persons":0,"Other salaries and wages":14629429,"Pension plan contributions":1234983,"Other employee benefits":3575459,"Payroll taxes":1146903},"Other expenses":{"value":15592017,"Management services":0,"Legal":460943,"Accounting":80908,"Lobbying services":0,"Investment management fees":152824,"Other services":2400706,"Advertising":180114,"Office expenses":2255075,"Information technology":323363,"Royalties":0,"Occupancy":3006009,"Travel":275656,"Conferences and meetings":46079,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":4077411,"Insurance":246561,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1724610,"INSTRUCTIONAL EXPENSES":867223,"ATHLETIC DEPARTMENT":438890,"EVENT EXPENSES":253758,"DUES & SUBSCRIPTIONS":164739},"All other expenses":361758},"Functional Expenses":{"value":null,"Program Service Expenses":39338390,"Management And General Expenses":5029131,"Fundraising Expenses":3859556}},"Assets":{"value":228580905,"Non-interest bearing cash":73031,"Savings and temp cash investments":16986369,"Pledges and grants receivable":2041790,"Accounts receivable":17488,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":602655,"Land, building, equipment":100268872,"Investments publicly traded":12149328,"Investments other":95700818,"Investments program related":0,"Intangible assets":0,"Other assets":740554},"Liabilities":{"value":62598579,"Sum of Total Liabilities":0,"Accounts payable, accrued":2587437,"Grants payable":0,"Deferred, revenue":8211586,"Tax exempt bond liabilities":30915387,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":70169,"Unsecured notes loans payable":20736111,"Other liabilities":77889},"Fund balance":{"value":165982326,"Net assets without donor restriction":127079814,"Net assets with donor restriction":38902512,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8156909447362941,"percentile":0.6454997865192978},"Fundraising Efficiency":{"score":3.0680187047422036,"percentile":0.11765682888871608},"Operating Margin":{"score":0.09572732923389043,"percentile":0.6157600690813481},"Liabilities to Assets Ratio":{"score":0.2738574291671476,"percentile":0.21319622996462007},"Operating Reserve Ratio":{"score":4.739679848314257,"percentile":0.7977205720234127},"Officer Compensation Ratio":{"score":0.06780458620786825,"percentile":0.6745212686204517},"Program Expense Growth":{"score":0.03098684204882297,"percentile":0.4531791318087988},"Revenue Growth":{"score":0.03352086299193552,"percentile":0.5317593035095809},"Asset Growth":{"score":0.04854119837893399,"percentile":0.5211629271618724},"Independent Voting Board Pct":{"score":0.96,"percentile":0.27222779639407124},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5327492929786475,"percentile":0.4080469436041199}},"source_xml":"202420599349300812_public.xml"},{"Organization":{"value":null,"Person":["AMY PETERSEN","JENNIFER PARADIS","H LADDIE MONTAGUE","MICHAEL S LEWIS","CHRISTOPHER J MAGUIRE","JOHN F HOLLWAY","WILLIAM T HARRINGTON","ORAY B BOSTON","RAVINDRA REDDY","WILLIAM HAMBLETON","WILLIAM C YOH","SHARON MERHIGE","RANDALL DRAIN","MAURICE D GLAVIN","JOHN J LYNCH III","JOHN C WILKINS JR","BARBARA KLOCK","JENNIFER N PECHET","JEFFERY F LEE","CAROLINE R DE MARCO","DAVID B FORD JR","GEORGE B LEMMON","GEORGE C MCFARLAND JR","JASON INGLE","PETER ROHR","JOHN A NAGL","THADDEUS J FORTIN","JOSHUA R LEVINE","WADE L MCDEVITT","ANN M GLAVIN","JEFFERY DAY","RONALD DUSKA","JAMES J GREYTOK JR","JAMES THORBURN","DAVID GOLD","BRIAN MCBRIDE","MATTHEW GREEN","JOHN NOSTRANT","REBECCA DAVIS","MICHELE TODD","MICHAEL MURPHY","SAMUEL D CALDWELL","GEORGE WOOD"],"Title":["VICE CHAIRMAN","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","CHAIR","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TREASURER","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","HEADMASTER","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","DIR. OF DEVELOPMENT","HEAD OF LOWER SCHOOL","HEAD OF MIDDLE SCHOOL","ASSISTANT HEADMASTER","CHIEF FINANCIAL OFFICER","ASSOCIATE HEAD FOR EXTERNAL AFFAIRS","HEAD OF UPPER SCHOOL","ATHLETIC DIRECTOR","DEAN OF FACULTY","DIR. OF HUMAN RESOURCES","ASSOC. ATHL. DIR/HEAD FOOTBALL COACH","SR. ASSOC. DIR., DEV. GIFT PLANNING","SENIOR DIRECTOR OF MAJOR GIFTS"],"Hours":[0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,7.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.5,0.5,0.5,0.5,0.5,40.0,0.5,0.5,0.5,0.5,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,614575,0,0,0,0,270534,217317,207558,291933,259931,263572,226927,214903,139490,158799,197872,151375,154279],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,573892,0,0,0,0,204807,175986,185070,260915,229841,194276,195552,184831,118158,122370,135357,131304,140234],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,40683,0,0,0,0,65727,41331,22488,31018,30090,69296,31375,30072,21332,36429,62515,20071,14045]},"Basic":{"value":null,"mission":"A non-sectarian college prep school pre-k-12, educates qualified boys of differing backgrounds.","year":2017,"name":"HAVERFORD SCHOOL","phone":6106423020,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":["Afghanistan","Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Australia","Austria","Bahamas","Bangladesh","Barbados","Belarus","Belgium","Belize","Bhutan","Bosnia and Herzegovina","British Virgin Islands","Brunei","Bulgaria","Cambodia","Caribbean Netherlands","Cayman Islands","China","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hong Kong","Hungary","Iceland","India","Indonesia","Iran","Ireland","Isle of Man","Italy","Jamaica","Japan","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Maldives","Malta","Marshall Islands","Martinique","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Nauru","Nepal","Netherlands","New Zealand","Nicaragua","Niue","North Korea","North Macedonia","Norway","Pakistan","Palau","Panama","Papua New Guinea","Philippines","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Samoa","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sri Lanka","Svalbard and Jan Mayen","Sweden","Switzerland","Taiwan","Tonga","Trinidad and Tobago","Turks and Caicos Islands","Tuvalu","Ukraine","United Kingdom","United States Virgin Islands","Vanuatu","Vatican City","Åland Islands"],"principal_officer":"JOHN NAGL","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":40,"tax_period_begin":"2017-07-01T00:00:00","tax_period_end":"2018-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":30,"Number of independent voting members":29,"Number of employees total":443,"Total Gross UBI":320695,"Net unrelated business taxable income":9945,"Number of employees":443,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":47794393,"Contributions":{"value":5985836,"Other contributions":5746225,"Contributions from gifts and grants":0,"Fundraising revenue":107073,"Dues":0,"Campaigns":0,"Grant revenue":132538,"Related organizations":0},"Program revenue":{"value":34412835,"Total revenue":{"value":34412835,"TUITION & FEES":33714251,"DAY CARE PROGRAM":474762,"MUSIC LESSONS":143956,"ENRICHMENT PROGRAM":79866},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5645993,"Investment income total":1071360,"Net investment gain":4574633,"Income from invest bond proceeds":0},"Other revenues":{"value":1749729,"Other total":1595962,"Royalties revenue":0,"Net rental income":5070,"Net income from fundraising events":140244,"Net income from gaming":8453,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":40409092,"Grant expense":{"value":6517258,"Grants to domestic orgs":0,"Grants to domestic individuals":6517258,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":21555913,"Current officers":2591238,"Disqualified persons":0,"Other salaries and wages":13168806,"Pension plan contributions":1220911,"Other employee benefits":3489044,"Payroll taxes":1085914},"Other expenses":{"value":12335921,"Management services":0,"Legal":57706,"Accounting":74493,"Lobbying services":0,"Investment management fees":454871,"Other services":2039320,"Advertising":237866,"Office expenses":1801528,"Information technology":240359,"Royalties":0,"Occupancy":1961597,"Travel":212117,"Conferences and meetings":67079,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":3447946,"Insurance":117024,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1436328,"INSTRUCTIONAL EXPENSES":838396,"ATHLETIC DEPARTMENT":343508,"DUES & SUBSCRIPTIONS":132736,"COMMUNICATION":121688},"All other expenses":187687},"Functional Expenses":{"value":null,"Program Service Expenses":32489276,"Management And General Expenses":4473835,"Fundraising Expenses":3445981}},"Assets":{"value":162547559,"Non-interest bearing cash":32090,"Savings and temp cash investments":10110623,"Pledges and grants receivable":4453726,"Accounts receivable":25270,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":535444,"Land, building, equipment":69865303,"Investments publicly traded":37077958,"Investments other":39845637,"Investments program related":0,"Intangible assets":0,"Other assets":601508},"Liabilities":{"value":36595297,"Sum of Total Liabilities":0,"Accounts payable, accrued":2384513,"Grants payable":0,"Deferred, revenue":4938837,"Tax exempt bond liabilities":26956612,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":2315335},"Fund balance":{"value":125952262,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":97248070,"Temporarily restricted net assets":3182411,"Permanently restricted net assets":25521781},"Ratings":{"Program Expense Ratio":{"score":0.8040090581594855,"percentile":0.6305649988318981},"Fundraising Efficiency":{"score":1.7370484631226928,"percentile":0.0657893599923963},"Operating Margin":{"score":0.15452233068427085,"percentile":0.7044589629767914},"Liabilities to Assets Ratio":{"score":0.22513593698444898,"percentile":0.23714302569674206},"Operating Reserve Ratio":{"score":4.022549157996423,"percentile":0.7697774106003747},"Officer Compensation Ratio":{"score":0.08337393475705913,"percentile":0.6112694849007129},"Program Expense Growth":{"score":0.03140326928930087,"percentile":0.45497433164153245},"Revenue Growth":{"score":0.019075304274087358,"percentile":0.4599503170764962},"Asset Growth":{"score":0.013428991054438389,"percentile":0.3761724356129411},"Independent Voting Board Pct":{"score":0.9666666666666667,"percentile":0.27477617495303414},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5211349387712566,"percentile":0.37650955936775243}},"source_xml":"201930589349300728_public.xml"},{"Organization":{"value":null,"Person":["JOHN A NAGL","JAMES THORBURN","DAVID GOLD","JEFFERY DAY","BRIAN MCBRIDE","JAMES J GREYTOK JR","KARL ANDREN","MICHAEL MURPHY","JOHN NOSTRANT","PAM GREENBLATT","GEORGE WOOD","MICHELE TODD","REBECCA DAVIS","NEAL COUSINS","MARY-HELEN MCCULLOCH","WILLIAM C YOH","GEORGE B LEMMON","SHARON MERHIGE","ALICIA C PAYNE","AMY C BRIDDELL","BARBARA KLOCK","CAROLINE R DE MARCO","CHRISTOPHER J MAGUIRE","FITZ DANIEL T TEPPER","G BART SMITH","G NASH WATERMAN","H LADDIE MONTAGUE","JASON INGLE","JEFFERY F LEE","JENNIFER N PECHET","JENNIFER PARADIS","JOHN F HOLLWAY","JOHN J LYNCH III","JONATHAN R MORGAN","JOSHUA R LEVINE","MAURICE D GLAVIN","ORAY B BOSTON","RANDALL DRAIN","RAVINDRA REDDY","ROLAND YANG","THADDEUS J FORTIN","WADE L MCDEVITT","WILLIAM HAMBLETON","WILLIAM T HARRINGTON"],"Title":["HEADMASTER","ASSISTANT HEADMASTER","CHIEF FINANCIAL OFFICER","DIR. OF DEVELOPMENT","ASSOCIATE HEAD FOR EXTERNAL AFFAIRS","HEAD OF MIDDLE SCHOOL","UPPER SCHOOL HEAD","ATHLETIC DIRECTOR","ATHLETIC DIRECTOR (RES. JUNE '19)","LOWER SCHOOL HEAD","SENIOR DIRECTOR OF MAJOR GIFTS","DIR. OF HUMAN RESOURCES","DEAN OF FACULTY","DIRECTOR OF COLLEGE COUNSELING","DIRECTOR OF PLANNED GIVING","CHAIR","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,7.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[658410,306300,278136,250398,243822,225156,224454,213247,198617,183408,163836,154232,150975,144340,144018,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[619286,275571,245625,216353,207618,195719,192800,182625,171231,169463,148929,126285,125611,124161,117013,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[39124,30729,32511,34045,36204,29437,31654,30622,27386,13945,14907,27947,25364,20179,27005,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"A non-sectarian college prep school pre-k-12, educates qualified boys of differing backgrounds.","year":2019,"name":"HAVERFORD SCHOOL","phone":6106423020,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Argentina","Aruba","Bahamas","Barbados","Belize","Bolivia","Brazil","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Chile","Colombia","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","Ecuador","El Salvador","Falkland Islands","French Guiana","Grenada","Guadeloupe","Guatemala","Guyana","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Paraguay","Peru","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Suriname","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands","Uruguay","Venezuela"],"principal_officer":"JOHN NAGL","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":40,"tax_period_begin":"2019-07-01T00:00:00","tax_period_end":"2020-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":30,"Number of independent voting members":29,"Number of employees total":314,"Total Gross UBI":352588,"Net unrelated business taxable income":35065,"Number of employees":314,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":46915262,"Contributions":{"value":6765855,"Other contributions":6527578,"Contributions from gifts and grants":0,"Fundraising revenue":94520,"Dues":0,"Campaigns":0,"Grant revenue":143757,"Related organizations":0},"Program revenue":{"value":35304785,"Total revenue":{"value":35304785,"TUITION & FEES":34815214,"DAY CARE PROGRAM":350922,"MUSIC LESSONS":97569,"ENRICHMENT PROGRAM":41080},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3357367,"Investment income total":2116493,"Net investment gain":1240874,"Income from invest bond proceeds":0},"Other revenues":{"value":1487255,"Other total":1372670,"Royalties revenue":0,"Net rental income":-60298,"Net income from fundraising events":174883,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":40502820,"Grant expense":{"value":8108477,"Grants to domestic orgs":0,"Grants to domestic individuals":8108477,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":20960621,"Current officers":2831308,"Disqualified persons":0,"Other salaries and wages":13070211,"Pension plan contributions":1160423,"Other employee benefits":2818119,"Payroll taxes":1080560},"Other expenses":{"value":11433722,"Management services":0,"Legal":135603,"Accounting":91630,"Lobbying services":0,"Investment management fees":523250,"Other services":1855740,"Advertising":159225,"Office expenses":1607997,"Information technology":244526,"Royalties":0,"Occupancy":1456852,"Travel":138993,"Conferences and meetings":48773,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":3387905,"Insurance":328426,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1237611,"INSTRUCTIONAL EXPENSES":638521,"ATHLETIC DEPARTMENT":300350,"COMMUNICATION":165014,"DUES & SUBSCRIPTIONS":133726},"All other expenses":217191},"Functional Expenses":{"value":null,"Program Service Expenses":32134481,"Management And General Expenses":5273023,"Fundraising Expenses":3095316}},"Assets":{"value":180014014,"Non-interest bearing cash":97090,"Savings and temp cash investments":6681697,"Pledges and grants receivable":4907002,"Accounts receivable":13455,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":597095,"Land, building, equipment":80680156,"Investments publicly traded":45721042,"Investments other":40695310,"Investments program related":0,"Intangible assets":0,"Other assets":621167},"Liabilities":{"value":40560116,"Sum of Total Liabilities":0,"Accounts payable, accrued":4564094,"Grants payable":0,"Deferred, revenue":4390529,"Tax exempt bond liabilities":31000992,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":393519,"Other liabilities":210982},"Fund balance":{"value":139453898,"Net assets without donor restriction":106771136,"Net assets with donor restriction":32682762,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7933887319450843,"percentile":0.6169249917427275},"Fundraising Efficiency":{"score":2.1858365995588174,"percentile":0.08217285572059059},"Operating Margin":{"score":0.13668136394506333,"percentile":0.680481441724637},"Liabilities to Assets Ratio":{"score":0.2253164356415051,"percentile":0.23704900423280945},"Operating Reserve Ratio":{"score":4.444481001569767,"percentile":0.7870596506771371},"Officer Compensation Ratio":{"score":0.08738524873082912,"percentile":0.596347238915639},"Program Expense Growth":{"score":0.02199167734690463,"percentile":0.41385054511521413},"Revenue Growth":{"score":0.017779461845813645,"percentile":0.4534007717567166},"Asset Growth":{"score":0.026564562590271484,"percentile":0.4315325638165238},"Independent Voting Board Pct":{"score":0.9666666666666667,"percentile":0.27477617495303414},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.514011621147313,"percentile":0.35762740574072027}},"source_xml":"202140769349300529_public.xml"},{"Organization":{"value":null,"Person":["ELIZABETH MCKEE ANDERSON","KENNETH L BRIER","ROBERT C CLOTHIER III ESQUIRE","JOHN A NAGL","MAURICE D GLAVIN","RANDALL T DRAIN JR","DAVID B FORD JR","RICHARD W GRAHAM II","RICHARD J GREEN","SUSAN REISBORD","GEORGE B LEMMON","JOHN J LYNCH III","DAVID J MARTINELLI","GEORGE C MCFARLAND JR","SHARON MERHIGE","LESLIE MUHLFELDER FREEMANN","ALBERT C OEHRLE","AMY PETERSEN","VINCENT A ROSSI","JOHN F STOVIAK","CAROLINE ROGERS","PETER ROHR","MARK D TURNER","CARTER D WILLIAMS","THOMAS L WILLIAMS","JOHN C WILKINS JR","KENNETH W SCHWENKE","ROBERT T HASTINGS","JENNIFER N PECHET","WILLIAM C YOH","DAVID S GOLD","JAMES M THORBURN","JOHN C NOSTRANT","RONALD F DUSKA","JAMES J GREYTOK JR","BRIAN MCBRIDE","MATTHEW GREEN","CHARLES BROWN","SAMUEL D CALDWELL","JOSEPH SWEENEY","GEORGE WOOD","JOSEPH T COX"],"Title":["TRUSTEE","TRUSTEE","SECRETARY","HEADMASTER","TRUSTEE","TRUSTEE","TREASURER","VICE CHAIRMAN","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","CHAIRMAN","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","VICE CHAIRMAN","CHIEF FINANCIAL OFFICER","ASSISTANT HEADMASTER","ATHLETIC DIRECTOR","HEAD OF LOWER SCHOOL","HEAD OF MIDDLE SCHOOL","ASSOC. HEAD EXTERNAL AFFAIRS","HEAD OF UPPER SCHOOL","DIR. OF DEVELOPMENT(THRU 6/30/13)","SR. ASSOC. DIR. DEVELOPMENT","DIRECTOR OF INNOVATION","SENIOR DIRECTOR OF MAJOR GIFTS","FORMER HEADMASTER"],"Hours":[0.5,1.5,1.5,40.0,0.5,0.5,1.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,17.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,7.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,0.0],"Total Compensation":[0,0,0,248141,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,251193,253331,216185,168994,217925,302377,213461,148537,145055,189269,130389,831322],"Direct compensation":[0,0,0,235496,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,196909,225936,159994,153754,164426,162650,158284,120174,126179,126948,118356,831322],"Other compensation":[0,0,0,12645,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,54284,27395,56191,15240,53499,139727,55177,28363,18876,62321,12033,0]},"Basic":{"value":null,"mission":"A non-sectarian college prep school jr k-12, educates qualified boys of differing backgrounds.","year":2013,"name":"HAVERFORD SCHOOL","phone":4844172722,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JOHN A NAGL","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":40,"tax_period_begin":"2013-07-01T00:00:00","tax_period_end":"2014-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":30,"Number of independent voting members":29,"Number of employees total":465,"Total Gross UBI":250671,"Net unrelated business taxable income":5226,"Number of employees":465,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":42264637,"Contributions":{"value":3699821,"Other contributions":3510471,"Contributions from gifts and grants":0,"Fundraising revenue":36350,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":153000},"Program revenue":{"value":32513001,"Total revenue":{"value":32513001,"TUITION & FEES":31909599,"DAY CARE PROGRAM":320664,"MUSIC LESSONS":155812,"ENRICHMENT PROGRAM":126926},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4657563,"Investment income total":1764956,"Net investment gain":2892607,"Income from invest bond proceeds":0},"Other revenues":{"value":1394252,"Other total":1379724,"Royalties revenue":0,"Net rental income":23064,"Net income from fundraising events":-8536,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":35769460,"Grant expense":{"value":4936185,"Grants to domestic orgs":0,"Grants to domestic individuals":4936185,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":19142148,"Current officers":1978240,"Disqualified persons":607651,"Other salaries and wages":11708296,"Pension plan contributions":1135268,"Other employee benefits":2705937,"Payroll taxes":1006756},"Other expenses":{"value":11691127,"Management services":0,"Legal":43916,"Accounting":55169,"Lobbying services":0,"Investment management fees":199211,"Other services":1772351,"Advertising":239459,"Office expenses":1694706,"Information technology":192355,"Royalties":0,"Occupancy":2250630,"Travel":157441,"Conferences and meetings":96690,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":3291121,"Insurance":48311,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1392969,"UBI ESTIMATES TAXES":600,"INSTRUCTIONAL EXPENSES":971861,"ATHLETIC DEPARTMENT":276573,"DUES & SUBSCRIPTIONS":143935},"All other expenses":256798},"Functional Expenses":{"value":null,"Program Service Expenses":28627414,"Management And General Expenses":4314739,"Fundraising Expenses":2827307}},"Assets":{"value":152905043,"Non-interest bearing cash":295709,"Savings and temp cash investments":8362613,"Pledges and grants receivable":3741696,"Accounts receivable":4447,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":353422,"Land, building, equipment":75609705,"Investments publicly traded":47345700,"Investments other":16492864,"Investments program related":0,"Intangible assets":151411,"Other assets":547476},"Liabilities":{"value":45171639,"Sum of Total Liabilities":0,"Accounts payable, accrued":2201902,"Grants payable":0,"Deferred, revenue":5911423,"Tax exempt bond liabilities":34340000,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":2718314},"Fund balance":{"value":107733404,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":82974492,"Temporarily restricted net assets":6090094,"Permanently restricted net assets":18668818},"Ratings":{"Program Expense Ratio":{"score":0.800331176372246,"percentile":0.625935488548573},"Fundraising Efficiency":{"score":1.3086024970051007,"percentile":0.0512578281235449},"Operating Margin":{"score":0.15367875985779791,"percentile":0.7033865471941408},"Liabilities to Assets Ratio":{"score":0.29542282003086057,"percentile":0.2037187025283785},"Operating Reserve Ratio":{"score":4.274737247920433,"percentile":0.7804336838471875},"Officer Compensation Ratio":{"score":0.09270978650502412,"percentile":0.5770495133933433},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9666666666666667,"percentile":0.27477617495303414},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5381974860568528,"percentile":0.4232931757427381}},"source_xml":"201433049349301063_public.xml"},{"Organization":{"value":null,"Person":["TYLER CASERTANO","MAURICE D GLAVIN","GEORGE B LEMMON JR","CAROLINE R DE MARCO","JOHN A BARTHOLDSON","KENNETH M BATE","AMY C BRIDDELL","WILLIAM T CADDELL JR","HANS R DAVIES","IRIS H DIBERNARDO","RANDALL DRAIN JR","THADDEUS J FORTIN","SAMUEL M V HAMILTON III","PETER W HENNESSEY","QUINCY MCCOY","WADE L MCDEVITT","JONATHAN R MORGAN","ALANA M MURPHY","MARTHA E ORTIZ","MICHAEL J PURCELL","G BART SMITH","NAFIS T SMITH","FITZ DANIEL T TEPPER","EDWARD M TRUSTY JR","MCCARTNEY K WILKINS","ROLAND YANG","G NASH WATERMAN","PETER MAAS","JAMES THORBURN","JAMES J GREYTOK JR","MICHAEL MURPHY","PAM GREENBLATT","GEORGE WOOD","MARK FIFER","MICHELE TODD","SARA ADKINS","DONTA EVANS","JEFFREY DAY"],"Title":["HEADMASTER","CHAIR","VICE CHAIR/TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE (UNTIL 10/01/23)","CFO","ASSISTANT HEADMASTER","HEAD OF MIDDLE SCHOOL","ATHLETIC DIRECTOR","LOWER SCHOOL HEAD","SENIOR DIRECTOR OF MAJOR GIFTS","UPPER SCHOOL HEAD","DIR. OF HUMAN RESOURCES","DEAN OF FACULTY","DIR. OF ADM. & ENROLLMENT MGNT.","FORMER DIR. OF DEV. (UNTIL 06/23/23)"],"Hours":[40.0,7.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[573620,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,271854,346837,253499,240266,214328,184937,175685,163633,172176,162504,242817],"Direct compensation":[525046,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,256250,312407,221564,207276,195793,166097,149958,146682,144958,133890,224662],"Other compensation":[48574,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,15604,34430,31935,32990,18535,18840,25727,16951,27218,28614,18155]},"Basic":{"value":null,"mission":"A non-sectarian college prep school pre-k-12, educates qualified boys of differing backgrounds.","year":2023,"name":"HAVERFORD SCHOOL","phone":4844172722,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":["Algeria","Anguilla","Antigua and Barbuda","Aruba","Australia","Azerbaijan","Bahamas","Bahrain","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","China","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","Egypt","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Hong Kong","Indonesia","Iran","Iraq","Israel","Jamaica","Japan","Jordan","Kuwait","Lebanon","Libya","Macau","Malaysia","Marshall Islands","Martinique","Micronesia","Mongolia","Montserrat","Morocco","Nauru","New Zealand","Nicaragua","Niue","North Korea","Oman","Palau","Panama","Papua New Guinea","Philippines","Puerto Rico","Qatar","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Samoa","Saudi Arabia","Sint Maarten","Solomon Islands","South Korea","Sudan","Syria","Taiwan","Tonga","Trinidad and Tobago","Tunisia","Turkey","Turks and Caicos Islands","Tuvalu","United Arab Emirates","United States Virgin Islands","Uzbekistan","Vanuatu","Western Sahara","Yemen"],"principal_officer":"PETER MAAS","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":62,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":26,"Number of independent voting members":25,"Number of employees total":310,"Total Gross UBI":905245,"Net unrelated business taxable income":608664,"Number of employees":310,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":55454056,"Contributions":{"value":11968415,"Other contributions":11529341,"Contributions from gifts and grants":0,"Fundraising revenue":267033,"Dues":0,"Campaigns":0,"Grant revenue":172041,"Related organizations":0},"Program revenue":{"value":39764528,"Total revenue":{"value":39764528,"TUITION & FEES":38914131,"DAY CARE PROGRAM":691087,"MUSIC LESSONS":159310},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1282231,"Investment income total":1290898,"Net investment gain":-8667,"Income from invest bond proceeds":0},"Other revenues":{"value":2438882,"Other total":2175313,"Royalties revenue":0,"Net rental income":252529,"Net income from fundraising events":11040,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":51057396,"Grant expense":{"value":10098643,"Grants to domestic orgs":0,"Grants to domestic individuals":10098643,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":23441225,"Current officers":1957948,"Disqualified persons":104831,"Other salaries and wages":15508376,"Pension plan contributions":1478045,"Other employee benefits":3042269,"Payroll taxes":1349756},"Other expenses":{"value":17517528,"Management services":0,"Legal":559934,"Accounting":61285,"Lobbying services":0,"Investment management fees":995296,"Other services":3331403,"Advertising":0,"Office expenses":582758,"Information technology":304434,"Royalties":0,"Occupancy":1156673,"Travel":299651,"Conferences and meetings":78870,"Interest":1555548,"Payments to affiliates":0,"Depreciation and depletion":4418469,"Insurance":272441,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3475795,"FOOD SERVICE":1683465,"INSTRUCTIONAL EXPENSES":942024,"ATHLETIC DEPARTMENT":549261,"DUES AND SUBSCRIPTIONS":301045},"All other expenses":424971},"Functional Expenses":{"value":null,"Program Service Expenses":40624964,"Management And General Expenses":6747960,"Fundraising Expenses":3684472}},"Assets":{"value":234473219,"Non-interest bearing cash":6132,"Savings and temp cash investments":17210163,"Pledges and grants receivable":2210044,"Accounts receivable":43519,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":595557,"Land, building, equipment":98931909,"Investments publicly traded":13348313,"Investments other":101439353,"Investments program related":0,"Intangible assets":22912,"Other assets":665317},"Liabilities":{"value":57701262,"Sum of Total Liabilities":0,"Accounts payable, accrued":2216322,"Grants payable":0,"Deferred, revenue":3831561,"Tax exempt bond liabilities":30902320,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":20680556,"Other liabilities":70503},"Fund balance":{"value":176771957,"Net assets without donor restriction":135647364,"Net assets with donor restriction":41124593,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7956724624185691,"percentile":0.6195314702778472},"Fundraising Efficiency":{"score":3.2483392464374816,"percentile":0.12535462371723421},"Operating Margin":{"score":0.07928473257213142,"percentile":0.5856219654882661},"Liabilities to Assets Ratio":{"score":0.24608892327272566,"percentile":0.22636681398744413},"Operating Reserve Ratio":{"score":4.592345818028009,"percentile":0.7925336972054211},"Officer Compensation Ratio":{"score":0.0587996301260644,"percentile":0.7148895727424084},"Program Expense Growth":{"score":0.03371048739401537,"percentile":0.4649246230294576},"Revenue Growth":{"score":0.0309236456872734,"percentile":0.5191955095551298},"Asset Growth":{"score":0.049083414061599495,"percentile":0.5232266661657546},"Independent Voting Board Pct":{"score":0.9615384615384616,"percentile":0.27286591873331767},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5252411796481649,"percentile":0.38745172119815624}},"source_xml":"202510719349300406_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["TYLER CASERTANO","MAURICE D GLAVIN","GEORGE B LEMMON JR","MICHAEL J PURCELL","PETER W HENNESSEY","JOHN A BARTHOLDSON","KENNETH M BATE","DEA T BELAZI","AMY C BRIDDELL","WILLIAM T CADDELL JR","DANIEL R CLARK","WILLIAM G COSTIN IV","HANS R DAVIES","AMBER V DIXON","CHRISTOPHER C DODSON","MICHAEL R DUBIN","THADDEUS J FORTIN","SAMUEL M V HAMILTON III","QUINCY B MCCOY","WADE L MCDEVITT","ALANA M MURPHY","MARTHA E ORTIZ","G BART SMITH","FITZ DANIEL T TEPPER","EDWARD M TRUSTY JR","MCCARTNEY K WILKINS","ROLAND YANG","IRIS H DIBERNARDO","NAFIS T SMITH","PETER MAAS","JAMES THORBURN","JAMES J GREYTOK JR","MICHAEL MURPHY","PAM GREENBLATT","BOBBY CPIN","MARK FIFER","GEORGE WOOD","MICHELE TODD","DONTA EVANS","MARY-HELEN LEWIS","CHRISTOPHER FOX"],"Title":["HEADMASTER","CHAIR","VICE CHAIR","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","CFO","ASSISTANT HEADMASTER","HEAD OF MIDDLE SCHOOL","ATHLETIC DIRECTOR","ASST. HEAD OF SCHOOL FOR ACADEMICS","DIRECTOR OF DEVELOPMENT","UPPER SCHOOL HEAD","SENIOR DIRECTOR OF MAJOR GIFTS","DIR. OF HUMAN RESOURCES","DIR. OF ADM. & ENROLLMENT MGMT.","DIRECTOR OF PLANNED GIVING","ART DEPARTMENT CHAIR"],"Hours":[40.0,7.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[648396,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,310761,358019,259896,243162,260969,253991,176358,198077,176701,210003,183862,166907],"Direct compensation":[556392,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,265381,323520,222028,205877,189118,241494,152714,169789,143521,131305,137280,135168],"Other compensation":[92004,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,45380,34499,37868,37285,71851,12497,23644,28288,33180,78698,46582,31739]},"Basic":{"value":null,"mission":"A non-sectarian college prep school pre-k-12, educates qualified boys of differing backgrounds.","year":2024,"name":"HAVERFORD SCHOOL","phone":4844172722,"website":"WWW.HAVERFORD.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Australia","Austria","Bahamas","Barbados","Belarus","Belgium","Belize","Bosnia and Herzegovina","British Virgin Islands","Brunei","Bulgaria","Cambodia","Caribbean Netherlands","Cayman Islands","China","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hong Kong","Hungary","Iceland","Indonesia","Ireland","Isle of Man","Italy","Jamaica","Japan","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Martinique","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Nauru","Netherlands","New Zealand","Nicaragua","Niue","North Korea","North Macedonia","Norway","Palau","Panama","Papua New Guinea","Philippines","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Samoa","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Taiwan","Tonga","Trinidad and Tobago","Turks and Caicos Islands","Tuvalu","Ukraine","United Kingdom","United States Virgin Islands","Vanuatu","Vatican City","Åland Islands"],"principal_officer":"PETER MAAS","year_formation":1916,"state_legal_domicile":"PA","total_volunteers":58,"tax_period_begin":"2024-07-01T00:00:00","tax_period_end":"2025-06-30T00:00:00","address":"450 LANCASTER AVENUE, HAVERFORD, PA, 19041, USA","city":"HAVERFORD","state":"PA","country":"USA","zip_code":19041},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":27,"Number of independent voting members":26,"Number of employees total":348,"Total Gross UBI":978849,"Net unrelated business taxable income":680977,"Number of employees":348,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":55818766,"Contributions":{"value":11115553,"Other contributions":10634608,"Contributions from gifts and grants":0,"Fundraising revenue":311309,"Dues":0,"Campaigns":0,"Grant revenue":169636,"Related organizations":0},"Program revenue":{"value":40974980,"Total revenue":{"value":40974980,"TUITION & FEES":40017128,"DAY CARE PROGRAM":690471,"MUSIC LESSONS":189781,"ENRICHMENT PROGRAM":77600},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1135431,"Investment income total":1135431,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":2592802,"Other total":2223938,"Royalties revenue":0,"Net rental income":214007,"Net income from fundraising events":-6262,"Net income from gaming":0,"Net income":161119,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":51726249,"Grant expense":{"value":10103617,"Grants to domestic orgs":0,"Grants to domestic individuals":10103617,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":24009780,"Current officers":2593089,"Disqualified persons":147539,"Other salaries and wages":15540209,"Pension plan contributions":1410457,"Other employee benefits":3002973,"Payroll taxes":1315513},"Other expenses":{"value":17612852,"Management services":0,"Legal":253001,"Accounting":69956,"Lobbying services":0,"Investment management fees":526273,"Other services":2831495,"Advertising":153808,"Office expenses":406807,"Information technology":450347,"Royalties":0,"Occupancy":1266714,"Travel":392584,"Conferences and meetings":269498,"Interest":1556330,"Payments to affiliates":0,"Depreciation and depletion":4367024,"Insurance":321521,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3512456,"UNRELATED BUSINESS TAX":129113,"FOOD SERVICE":1835543,"INSTRUCTIONAL EXPENSES":918584,"ATHLETIC DEPARTMENT":629216},"All other expenses":1235038},"Functional Expenses":{"value":null,"Program Service Expenses":41794929,"Management And General Expenses":6062411,"Fundraising Expenses":3868909}},"Assets":{"value":251179343,"Non-interest bearing cash":6132,"Savings and temp cash investments":8052755,"Pledges and grants receivable":1809585,"Accounts receivable":52147,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":393405,"Land, building, equipment":97645968,"Investments publicly traded":26635080,"Investments other":115872333,"Investments program related":0,"Intangible assets":0,"Other assets":711938},"Liabilities":{"value":58902372,"Sum of Total Liabilities":0,"Accounts payable, accrued":2222311,"Grants payable":0,"Deferred, revenue":5115697,"Tax exempt bond liabilities":30889253,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":20625000,"Other liabilities":50111},"Fund balance":{"value":192276971,"Net assets without donor restriction":146869603,"Net assets with donor restriction":45407368,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8080023161934669,"percentile":0.6356065671497507},"Fundraising Efficiency":{"score":2.8730458638339647,"percentile":0.10954044606503283},"Operating Margin":{"score":0.07331794113829031,"percentile":0.5739988289431609},"Liabilities to Assets Ratio":{"score":0.23450324893954358,"percentile":0.23224510146124513},"Operating Reserve Ratio":{"score":4.855935774503966,"percentile":0.801603553896431},"Officer Compensation Ratio":{"score":0.06664125210393664,"percentile":0.6794603493839213},"Program Expense Growth":{"score":0.03498609598036231,"percentile":0.4704760321542141},"Revenue Growth":{"score":0.028448947557811105,"percentile":0.5070611848030615},"Asset Growth":{"score":0.05023923793486157,"percentile":0.5276580557453445},"Independent Voting Board Pct":{"score":0.9629629629629629,"percentile":0.27339336574117845},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.524753897361311,"percentile":0.38611682345132364}},"source_xml":"202600729349300115_public.xml"},"sector":"Education","donation_categories":[],"zakat_policy":null},"error":null}