2026-07-15T16:27:44-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-09-01 050270487 THE WINCHENDON SCHOOL INC WINC 9782971223 172 ASH STREET WINCHENDON MA 01475 JANET GELINAS CHIEF FINANCIAL OFFICER 9782971223 2026-07-14 1 1 LUKE BURNETT P01079018 9786202000 2026-07-14 2024 2025-03-06 01:10:19Z JANET GELINAS 172 ASH STREET WINCHENDON MA 01475 27689595 0 X WWW.WINCHENDON.ORG X 1962 MA AT THE WINCHENDON SCHOOL, WE EQUIP EACH STUDENT WITH THE ESSENTIAL SKILLS AND HABITS OF MIND TO SUCCEED IN COLLEGE AND BEYOND. 18 17 164 17 150985 0 275816 387497 17228506 17315719 1029997 -3980213 357238 479700 18891557 14202703 6518500 6785225 0 0 7925047 8065301 0 0 338308 6560925 6715034 21004472 21565560 -2112915 -7362857 69190349 62267289 20484764 19836643 48705585 42430646 AT THE WINCHENDON SCHOOL, WE EQUIP EACH STUDENT WITH THE ESSENTIAL SKILLS AND HABITS OF MIND TO SUCCEED IN COLLEGE AND BEYOND. 0 0 18071840 6785225 17316881 TO PROVIDE EDUCATIONAL SERVICES IN PREPARING APPROXIMATELY 275-290 YOUNG MEN AND WOMEN FOR HIGHER EDUCATION. 18071840 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 62 0 1 164 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 MA X JANET GELINAS 9782977930 172 ASH ST WINCHENDON MA 01475 JOHN KERNEY EXECUTIVE DIRECTOR (UNTIL 12/2024) 35.00 25.00 X X 351524 0 51187 ROMONA REID TEACHER/TRUSTEE 55.00 1.00 X 63033 0 18918 DR LAURIE NOLAN-KELLEY CHAIR 2.00 2.00 X X 0 0 0 JOHN B HIPP VICE CHAIR 2.00 2.00 X X 0 0 0 GLENN A HUNT TREASURER 1.00 1.00 X X 0 0 0 D CANE CALLON CLERK 1.00 1.00 X X 0 0 0 JULIE BRANDON TRUSTEE 1.00 1.00 X 0 0 0 RONALD BURTON JR TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL CHAPMAN TRUSTEE 1.00 1.00 X 0 0 0 JENNIFER DOCKERY TRUSTEE 1.00 1.00 X 0 0 0 TRACY MATHIEU HAUFFMAN TRUSTEE 1.00 1.00 X 0 0 0 JESSICA HEINZER TRUSTEE 1.00 1.00 X 0 0 0 JAMES HEUTEL TRUSTEE 1.00 1.00 X 0 0 0 CORNELL B LESANE II TRUSTEE 1.00 1.00 X 0 0 0 SEAN MURPHY TRUSTEE 1.00 1.00 X 0 0 0 EIKO OOKA TRUSTEE 1.00 1.00 X 0 0 0 DAVID SHETTLER TRUSTEE 1.00 1.00 X 0 0 0 EMILY VILLARI TRUSTEE 1.00 1.00 X 0 0 0 JANET GELINAS CFO 55.00 0.00 X 148202 0 9954 JOHN DUNCAN HEAD OF SCHOOL 35.00 5.00 X 182788 0 50478 JOHN TOFFEY ASSISTANT HEAD OF SCHOOL 55.00 0.00 X 157818 0 50172 KELLY HARRIS ASSISTANT HEAD OF SCHOOL 55.00 0.00 X 116188 0 19218 COLLEEN ANDERSON DIR OF HUMAN RESOURCES 55.00 1.00 X 119002 0 16758 ERIKA ROTHKEGEL DIR OF INT ENROLLMENT/ADM/FIN AID 55.00 0.00 X 119053 0 21317 PETER BLAIS CHIEF TECHNOLOGY OFFICER 55.00 0.00 X 112533 0 14324 DANIEL CHRETIEN ATHLETIC DIRECTOR 55.00 0.00 X 110632 0 36932 1480773 0 289258 9 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 1289135 NEXUS CONSULTING LLC 8 LONG PLAIN ROAD SOUTH DEERFIELD MA 01373 ENVIRONMENTAL CONTROLS 445354 PASEK DHPA 1901 E 119TH STREET OLATHE KS 66061 DOOR SECURITY 199361 WASTE MANAGEMENT INC PO BOX 13648 PHILADELPHIA PA 19101 TRASH REMOVAL 120014 4 387497 96696 387497 TUITION & FEES 611710 17315719 17315719 17315719 823477 823477 105101 0 105101 105101 105101 8682481 8709907 4776264 -27426 -4776264 -4803690 -4803690 1883 721 1162 1162 ICE RINK RENTAL 713990 150985 150985 SUMMER CAMP REVENUE 713990 30938 30938 TURF FIELD RENTAL 713940 21815 21815 169699 169699 373437 14202703 17316881 150985 -3652660 6785225 6785225 1116871 318554 619948 178369 372725 372725 4668548 4013085 646287 9176 228501 198053 29600 848 1228315 985120 216373 26822 450341 353757 84483 12101 67000 67000 112977 112977 63315 63315 109879 100776 9103 168366 47291 121075 193767 137371 37598 18798 1425847 1307392 106609 11846 178686 54274 120751 3661 217181 162886 54295 1650833 1485750 148575 16508 213842 213842 FOOD SERVICE AND RELATE 1277905 1277905 OTHER OPERATING EXPENSE 564798 251636 252983 60179 ADMISSIONS DEPARTMENT E 250598 250598 EDUCATIONAL EXPENSES 220040 220040 21565560 18071840 3155412 338308 559159 447558 1448504 2580074 2953350 2284122 20023 21635 40558 26184 754559 895932 48849784 25120917 23808862 23728867 36263576 32282917 3341758 69190349 62267289 1992513 2768425 10157431 10374975 5128857 4620076 203383 198230 2109217 1874937 893363 0 20484764 19836643 X 46029457 39588838 2676128 2841808 48705585 42430646 69190349 62267289 -7362857 1087918 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 203383 5153 198230 0 2644844 183914 30000 2798758 2327547 333297 16000 2644844 2087203 256844 16500 2327547 2448931 -187066 174662 2087203 2205685 472947 229701 2448931 0.47820 0.52180 0 0 800364 800364 29620103 15204455 14415648 4736974 1659250 3077724 9955621 5951726 4003895 3736722 2305486 1431236 23728867 X 8392419 1087918 -6785225 -5697307 14089726 112977 112977 14202703 14667358 0 14667358 112977 6785225 6898202 21565560 PART X, LINE 2: THE SCHOOL IS A TAX EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS NOT SUBJECT TO FEDERAL OR STATE CORPORATION INCOME TAXES. MANGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL AND HAS CONCLUDED THAT, AS OF AUGUST 31, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2022 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RUILINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -6,785,225. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 6,785,225. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY PUBLICIZED IS POSTED IN RINK, HUMAN RESOURCE, FACULTY ROOM AND MAINTENANCE ROOMS AS WELL AS ON THE WEBSITE. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RECRUITMENT 88045 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RECRUITMENT 20000 0 0 0 0 0 0 108045 0 108045 0 0 0 0 0 0 1 FINANCIAL AID 132 6140705 CASH VALUE TUITION DISCOUNT MERIT AID 76 644520 APPRAISED VALUE TUITION DISCOUNT PART I, LINE 2: FINANCIAL AID AWARDS ARE DETERMINED BY THE FINANCIAL NEED OF THE FAMILY, BASED ON A FAMILY'S INCOME AND EXPENSES, ASSETS AND DEBTS, NUMBER OF FAMILY MEMBERS, COST OF LIVING INDEX, ETC, AND AS ESTABLISHED BY AN INDEPENDENT ORGANIZATION USED BY MOST PRIVATE SCHOOLS. IF THE STUDENT DOES NOT CONSISTENTLY MEET EXPECTATIONS OR IF THE FAMILY'S FINANCIAL CIRCUMSTANCE IMPROVES OVER THE STUDENT'S TENURE AT OUR SCHOOL, THEN THE AWARD WILL BE MODIFIED TO REFLECT THE FINANCIAL NEED OF THE FAMILY. X X 0 1 X X X 0 0 0 1 0 0 0 0 0 JOHN KERNEY EXECUTIVE DIRECTOR (UNTIL 12/2024) 351524 0 0 0 0 0 26000 0 25187 0 402711 0 0 0 JOHN DUNCAN HEAD OF SCHOOL 182788 0 0 0 0 0 18250 0 32228 0 233266 0 0 0 JOHN TOFFEY ASSISTANT HEAD OF SCHOOL 157818 0 0 0 0 0 16391 0 33781 0 207990 0 0 0 JANET GELINAS CFO 148202 0 0 0 0 0 7100 0 2854 0 158156 0 0 0 PART I, LINE 1A HOUSING IS PROVIDED TO JOHN DUNCAN, JOHN TOFFEY, AND ROMONA REED AS A CONDITION OF EMPLOYMENT, IN ORDER TO EFFECTIVELY PERFORM THEIR RESPECTIVE DUTIES. THE ORGANIZATION ALSO PROVIDED A TAXABLE HOUSING STIPEND TO DANIEL CHRETIEN DURING FY25. COUNTRY CLUB DUES ARE REIMBURSED TO THE ASSISTANT HEAD OF SCHOOL AS IT IS USED FOR RECRUITMENT AND HOSTING EVENTS ON THE BEHALF OF THE SCHOOL. PART I, LINE 5 ERIKA ROTHKEGEL RECEIVED A COMMISSION BASED ON ENROLLMENT REVENUE. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2020-08-31 9500000 0 0 0 A 4879924 9500000 34500 6087126 3378374 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 NICK HUNT SON OF BOARD MEMBER 121971 COMPENSATION 0 KATHERINE DUNCAN SPOUSE OF HEAD OF SCHOOL 127979 COMPENSATION 0 JESSICA TOFFEY SPOUSE OF ASST. HEAD OF SCHOOL 122775 COMPENSATION 0 X 1 96696 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B COMMITTEE CAN ONLY MAKE RECOMMENDATIONS TO THE FULL BOARD. MEETING MINUTES ARE TAKEN AT THE FULL BOARD LEVEL. FORM 990, PART VI, SECTION B, LINE 11B A PUBLIC DISCLSOURE COPY OF THE RETURN IS MADE AVAILABLE TO THE FULL BOARD FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH PERSON SHALL ANNUALLY COMPLETE AND SIGN A DISCLOSURE STATEMENT AND GIVE THE STATEMENT TO THE PRESIDENT OF THE CORPORATION, OR HIS/HER DESIGNEE. THE DISCLOSURE STATEMENTS SHALL BE MADE AVAILABLE UPON REQUEST OF ANY PERSON. INFORMATION ABOUT CONFLICTS CONTAINED IN SUCH STATEMENTS SHALL BE DISTRIBUTED PERIODICALLY TO PERSONS, IN THE DISCRETION OF THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HIRES AND PERFORMS AN ANNUAL PERFORMANCE REVIEW AND SETS GOALS WITH THE CEO. COMPENSATION IS SET ACCORDINGLY. THE BOARD ALSO CONSIDERS COMPARATIVE DATA FROM OTHER SIMILAR INSTITUTIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE WINCHENDON SCHOOL - NYC 45 W 34TH ST 5TH FLOOR NEW YORK NY 10001 830848450 PRIVATE SCHOOL SERVING GRADES 9-12 NY 501(C)3 LINE 2 THE WINCHENDON SCHOOL 1 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 1