Heathwood Hall Episcopal School
Nonprofit profile at a glance
- EIN
- 570358065
- IRS 990 coverage
- 2010–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Columbia, South Carolina, United States
- Phone
- 803.765.2309
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Elementary, Secondary Education, K - 12
- Affiliation
- Christianity
Reported finances
- Revenue
- $29,411,527
- Expenses
- $24,245,262
- Assets
- $74,461,334
- Liabilities
- $37,590,779
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
37 people listed
Executive titles in this filing
- Laura Winburn (Executive Director of Philanthropy)
Highest reported compensation
- Christopher Hinchey (Head of School): $461,433 total reported compensation
- Suzanne Nagy (Asst Head for Enrollment): $163,871 total reported compensation
- George Scouten (Upper School Head): $158,433 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Heathwood Hall inspires students to reach their potential, grow in character, and gain the confidence to shape a changing world; it offers rigorous academics, a vibrant community, and a personalized admissions experience that reflects commitment to nurturing the whole child. Develop programs of distinction in each division that are consistent with Heathwood’s ethos, philosophy, values, mission, tradition, and commitment to experiential learning. Evaluate the efficacy of our academic support and enrichment services to meet the needs of a broad array of learners. Evaluate our commitment to physical space, personnel, and program development to improve research capabilities and library resources. | **Goal:** Develop a program that supports student development, diversity, physical health, and mental well-being, while also making recommendations to address campus safety concerns....
What it reported doing in 2024
Operation of school educational facility and ancillary functions for grades K-2 through 12.
Operating model
- Revenue model
- Earned-program. 93% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 78% for direct work, and 22% for grants.
The verdict
STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 71
- Transparency & Controls: 95
- Accountability: 95
- Sustainability: 68
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 76.1%; rating input score 76
- Program expense ratio: 77.5%; rating input score 77
- Fundraising efficiency: $6.76 raised per $1 spent on fundraising; rating input score 28; 28th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 6 of 6 controls in place; rating input score 100
- Compensation committee: Pass
- Independent consultant: Pass
- Other Form 990s reviewed: Pass
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 7 of 8 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 17.6%; rating input score 80; 80th percentile among comparable filings
- Total-asset coverage ratio: 3.07; rating input score 75; 75th percentile among comparable filings
- Liabilities to assets ratio: 0.5; rating input score 28; 28th percentile among comparable filings
- Officer compensation ratio: 5.7%; rating input score 45; 45th percentile among comparable filings
Growth
- Program expense growth: 5.7% per year; rating input score 100; 47th percentile among comparable filings
- Revenue growth: 5.9% per year; rating input score 100; 51st percentile among comparable filings
- Asset growth: 5.4% per year; rating input score 100; 38th percentile among comparable filings
Details
- What they do: 1 operating location identified
- Where the money goes: 76.1% of revenue deployed · 77.5% of spending went to programs
- Governance: 29 of 29 board members independent · 7 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $18.8M in reported program spending
- Leadership: top reported pay $461K · 37 people listed · 6 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $4.5M reported
- Consistency: 28 of 28 current checks pass
- Schedules: 10 filed schedules · includes major donors, grants, and executive pay
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 8 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 28/100.
- Review — Accountability: Governance controls: Form 990 shared with the board not reported.
- High — Sustainability: Liabilities to assets ratio scored 28/100.
- Moderate — Sustainability: Officer compensation ratio scored 45/100.