NORTHFIELD MOUNT HERMON SCHOOL: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NORTHFIELD MOUNT HERMON SCHOOL (EIN 04-2109865)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201741359349307584
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T13:50:57-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061009205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S MAIN STREET PO BOX 272000 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061272000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042109865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHFIELD MOUNT HERMON SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 4134983000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LAMPLIGHTER WAY | AddressLine1Txt |
| City | MOUNT HERMON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01354 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD T WOOD | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Phone | 4134983000 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH SOLECKI | PreparerPersonNm |
| PTIN | P00235171 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD T WOOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LAMPLIGHTER WAY | AddressLine1Txt |
| City | MOUNT HERMON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,186,069 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NMHSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1879 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | NORTHFIELD MOUNT HERMON PROVIDES SECONDARY SCHOOL EDUCATION, ENGAGING THE INTELLECT, COMPASSION, AND TALENTS OF OUR STUDENTS, EMPOWERING THEM TO ACT WITH HUMANITY AND PURPOSE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 626 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $378,577 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,772,927 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,826,918 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,169,649 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,104,327 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,450,148 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,661,910 | CYInvestmentIncomeAmt |
| PY Other Revenue | $917,070 | PYOtherRevenueAmt |
| CY Other Revenue | $1,118,955 | CYOtherRevenueAmt |
| PY Total Revenue | $66,309,794 | PYTotalRevenueAmt |
| CY Total Revenue | $59,712,110 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,184,925 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,256,577 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,407,399 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,297,318 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $90,804 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $26,043 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,221,196 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,321,425 | PYOtherExpensesAmt |
| CY Other Expenses | $27,607,256 | CYOtherExpensesAmt |
| PY Total Expenses | $49,004,553 | PYTotalExpensesAmt |
| CY Total Expenses | $61,187,194 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,305,241 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,475,084 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $261,377,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $258,053,065 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $95,474,602 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,309,289 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $165,902,570 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $147,743,776 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NORTHFIELD MOUNT HERMON PROVIDES SECONDARY SCHOOL EDUCATION, ENGAGING THE INTELLECT, COMPASSION, AND TALENTS OF OUR STUDENTS, EMPOWERING THEM TO ACT WITH HUMANITY AND PURPOSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,785,255 | ExpenseAmt |
| Grant | $6,875,706 | GrantAmt |
| Revenue | $37,658,634 | RevenueAmt |
| Desc | NORTHFIELD MOUNT HERMON SCHOOL (NMH) GIVES YOUNG PEOPLE AN EXCEPTIONAL ACADEMIC EXPERIENCE TAUGHT BY EXPERT, CARING FACULTY. NMH IS A SECULAR COED BOARDING AND DAY SCHOOL FOR 651 STUDENTS IN GRADES NINE THROUGH TWELVE AND POST GRADUATE. OUR BEAUTIFUL WOODED CAMPUS BORDERS THE CONNECTICUT RIVER IN WESTERN MASSACHUSETTS' PIONEER VALLEY. HERE, WE CHALLENGE STUDENTS TO THINK CRITICALLY AND TO CHANNEL THEIR TALENTS TO DO GOOD IN THE WORLD, INSPIRING IN THEM A SENSE OF PURPOSE AT NMH, A CONSTELLATION OF ADULTS INTERACT WITH AND SUPPORT STUDENTS THROUGHOUT THE DAY. CLASSES ARE SMALL AND EXTENDED TO ALLOW STUDENTS TO EXPLORE EACH SUBJECT IN DEPTH. STUDENTS TAKE THREE MAJOR COURSES EACH SEMESTER FOR A TOTAL OF SIX CHALLENGING COLLEGE-PREPARATORY COURSES PER YEAR. THE SCHOOL OFFERS AN EXTENSIVE CHOICE OF SPORTS TEAMS, PERFORMING ARTS GROUPS, CLUBS AND STUDY-ABROAD OPTIONS. MORE THAN 200 STUDENTS VOLUNTEER EACH SEMESTER IN OUTREACH ACTIVITIES. STUDENTS HELP RUN OUR WORKING FARM, WHICH HAS BEEN IN OPERATION SINCE THE SCHOOL'S FOUNDING IN 1879. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,313,440 | ExpenseAmt |
| Grant | $380,871 | GrantAmt |
| Revenue | $1,824,450 | RevenueAmt |
| Desc | NORTHFIELD MOUNT HERMON SCHOOL (NMH) SUMMER SESSION OFFERS PROGRAMS FOR STUDENTS WISHING TO ENRICH, SUPPLEMENT, OR ACCELERATE THEIR SCHOOL-YEAR EDUCATION. WE HAVE AN EXTENSIVE, COMPREHENSIVE PROGRAM THAT HAS EXISTED IN VARIOUS FORMS FOR MORE THAN 100 YEARS. EACH SUMMER, WE GATHER AS A COMMUNITY TO ENGAGE IN ACADEMIC WORK AND TO LEARN FROM EACH OTHER IN MANY DIFFERENT WAYS. OUR STUDENT POPULATION IS DIVERSE AND WORLDLY -- IN THE SUMMER OF 2015, 30 DIFFERENT COUNTRIES AND 16 STATES WITHIN THE U.S. WERE REPRESENTED. OUR TALENTED FACULTY IS ASSISTED BY 35 TEACHING INTERNS TO PROVIDE AN OUTSTANDING EXPERIENCE FOR OUR STUDENTS. OUR GOAL, THROUGH ALL ASPECTS OF OUR COMPREHENSIVE PROGRAM, IS TO PROVIDE A VALUABLE, LIFE-CHANGING EXPERIENCE FOR EACH STUDENT WHO JOINS US. FOR MANY STUDENTS, NMH SUMMER SESSION PROVIDES THEIR FIRST TASTE OF A RIGOROUS ACADEMIC EXPERIENCE AND CHALLENGES THEM TO A NEW LEVEL. OTHER STUDENTS COME FROM STRONG SCHOOLS AND USE THEIR SUMMER HERE AS AN OPPORTUNITY TO FURTHER BUILD ACADEMIC SKILLS, ADVANCE IN THEIR COURSEWORK AND PREPARE FOR COLLEGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,098,695 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 177 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 626 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD T WOOD CFO & TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134983687 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LAMPLIGHTER WAY | AddressLine1Txt |
| City | MOUNT HERMON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01354 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARIAH CALAGIONE | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MITCHELL | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARGARET CLARK | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN FULLER | ||||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| E MICHAEL FUNG | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JUAN GARCIA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD G GLASCOFF | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER F GUILD | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPHINE HART | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LAUREN N HOKIN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET TURNBULL IRVING | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER J MACDONALD | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE MASIE | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CAROLINE N NIEDERMAN | ||||||||
| ALUMNI COUNCIL PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID STEINBERG | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANNON WEINBERGER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK R WETZEL | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN WAI | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CARMEN RODRIGUEZ | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN W GAUSTER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MAURICE L COLEMAN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SUMITA AMBASTA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER FAYROIAN | ||||||||
| HEAD OF SCHOOL | 50.00 | Yes (X) | $383,265 | $0 | $104,352 | Yes (X) | ||
| ROBERTA TAGGART | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TIFFANI R BROWN | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW GLASS | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX LEVY | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDER LOTOCKI DE-VELIGOST | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RYAN R VINEYARD | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| WARREN R WEBSTER III | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD T WOOD | ||||||||
| TREASURER | 50.00 | $224,557 | $0 | $67,745 | Yes (X) | |||
| DENA FLETCHER | ||||||||
| SECRETARY | 40.00 | $55,192 | $0 | $4,710 | Yes (X) | |||
| ALLYSON GOODWIN | ||||||||
| CHIEF ADVANCEMENT OFFICER | 50.00 | $203,301 | $0 | $63,941 | Yes (X) | |||
| CLAUDE ANDERSON | ||||||||
| DEAN OF ENROLLMENT | 50.00 | $161,365 | $0 | $46,355 | Yes (X) | |||
| RICHARD COUTURE | ||||||||
| DIRECTOR OF PLANT FACILITIES | 50.00 | $158,920 | $0 | $22,884 | Yes (X) | |||
| SHARON HOWELL | ||||||||
| ASSISTANT HEAD OF SCHOOL | 50.00 | $162,125 | $0 | $52,918 | Yes (X) | |||
| JESSICA BIGGIE | ||||||||
| DIRECTOR OF MEDICINE | 50.00 | $170,413 | $0 | $76,006 | Yes (X) | |||
| HUGH SILBAUGH | ||||||||
| DEAN OF FACULTY | 50.00 | $147,330 | $0 | $36,180 | Yes (X) | |||
| CHERYL CROSS | ||||||||
| DIR. OF COMMUNICATIONS | 50.00 | $116,475 | $0 | $19,322 | Yes (X) | |||
| LYNNE RAYMER | ||||||||
| DIRECTOR OF FINANCIAL OPERATIONS | 50.00 | $143,907 | $0 | $16,216 | Yes (X) | |||
| MARGARET SLICHTER | ||||||||
| DIRECTOR OF ADVANCEMENT | 50.00 | $113,194 | $0 | $37,242 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,040,044 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $547,871 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MITCHELL DAMON | |||||
| 5 MAIN STREET | NORTHFIELD | MA | 01360 | CONTRACTOR | $633,138 |
| MJ MORAN | |||||
| 4 SOUTH MAIN STREET PO BOX 278 | HAYDENVILLE | MA | 01039 | CONTRACTOR | $421,767 |
| THE MELANSON COMPANY INC | |||||
| 353 WEST STREET PO BOX 523 | KEENE | NH | 03431 | CONTRACTOR | $374,974 |
| HIGHER LEARNING SUPPLY COMPANY LLC | |||||
| 733 CHAPIN STREET SUITE 200B | LUDLOW | MA | 01056 | BOOKSTORE OPERATIONS | $374,470 |
| FM KUZMESKUS INC | |||||
| 52 MAIN ROAD PO BOX 484 | GILL | MA | 01376 | BUS TRANSPORTATION | $362,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $363,856 | GovernmentGrantsAmt |
| All Other Contributions | $14,463,062 | AllOtherContributionsAmt |
| Noncash Contributions | $71,833 | NoncashContributionsAmt |
| Total Contributions | $14,826,918 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES, SCHOOL YEAR | 611110 | $36,554,050 | $36,554,050 | |
| TUITION AND FEES, SUMMER | 611110 | $1,824,450 | $1,824,450 | |
| SUMMER CAMP AND CONFERENCES | 611710 | $360,145 | $360,145 | |
| NURSERY SCHOOL | 900099 | $260,525 | $260,525 | |
| OTHER PROGRAM SERVICE REVENUE | 900099 | $90,141 | $90,141 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,016 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,016 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,104,327 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,913,356 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$9,432 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,922,788 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,073 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,073 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,073 | TotalRevenueColumnAmt |
| Exclusion | $23,073 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,187,241 | SecuritiesAmt |
| Other | $3,495 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,431,537 | SecuritiesAmt |
| Other | $10,645 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,755,704 | SecuritiesAmt |
| Other | -$7,150 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,748,554 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,479 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,746,075 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $126,462 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $31,777 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,685 | TotalRevenueColumnAmt |
| Exclusion | $94,685 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $764,287 | $738,902 | $25,385 | |
| TRUST INCOME | 900099 | $236,910 | $236,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,001,197 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,712,110 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,483,084 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $378,577 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,023,531 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,256,577 | TotalAmt |
| Program Services | $7,256,577 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,621,232 | TotalAmt |
| Management And General | $1,369,097 | ManagementAndGeneralAmt |
| Fundraising | $252,135 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,673,095 | TotalAmt |
| Program Services | $10,272,456 | ProgramServicesAmt |
| Management And General | $5,602,048 | ManagementAndGeneralAmt |
| Fundraising | $1,798,591 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,995 | TotalAmt |
| Program Services | $719,400 | ProgramServicesAmt |
| Management And General | $474,047 | ManagementAndGeneralAmt |
| Fundraising | $140,548 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,304,238 | TotalAmt |
| Program Services | $2,453,832 | ProgramServicesAmt |
| Management And General | $1,414,815 | ManagementAndGeneralAmt |
| Fundraising | $435,591 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,364,758 | TotalAmt |
| Program Services | $735,990 | ProgramServicesAmt |
| Management And General | $484,979 | ManagementAndGeneralAmt |
| Fundraising | $143,789 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,043 | TotalAmt |
| Management And General | $648,043 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,326 | TotalAmt |
| Management And General | $88,326 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,043 | TotalAmt |
| Fundraising | $26,043 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,606 | TotalAmt |
| Management And General | $423,606 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,729 | TotalAmt |
| Management And General | $386,729 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,774 | TotalAmt |
| Program Services | $10,267 | ProgramServicesAmt |
| Management And General | $30,913 | ManagementAndGeneralAmt |
| Fundraising | $1,594 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,586,558 | TotalAmt |
| Program Services | $284,588 | ProgramServicesAmt |
| Management And General | $1,027,250 | ManagementAndGeneralAmt |
| Fundraising | $274,720 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,481 | TotalAmt |
| Management And General | $500,481 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,760,334 | TotalAmt |
| Program Services | $1,569,706 | ProgramServicesAmt |
| Management And General | $183,631 | ManagementAndGeneralAmt |
| Fundraising | $6,997 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,808 | TotalAmt |
| Management And General | $457,808 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,138 | TotalAmt |
| Management And General | $133,138 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,536,312 | TotalAmt |
| Management And General | $2,536,312 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,748,675 | TotalAmt |
| Program Services | $5,126,145 | ProgramServicesAmt |
| Management And General | $599,680 | ManagementAndGeneralAmt |
| Fundraising | $22,850 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,051 | TotalAmt |
| Management And General | $430,051 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| ASSET RETIREMENT OBLIGA | $7,677,325 | $7,677,325 | ||
| PROVISIONS - FOOD/FLOWE | $1,660,000 | $1,555,744 | $104,256 | |
| PLANT MAINTENANCE | $1,548,409 | $1,548,409 | ||
| MISCELLANEOUS | $651,944 | $85,373 | $10,296 | $556,275 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326,743 | TotalAmt |
| Program Services | $1,113,459 | ProgramServicesAmt |
| Management And General | $209,498 | ManagementAndGeneralAmt |
| Fundraising | $3,786 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,187,194 | TotalAmt |
| Program Services | $30,098,695 | ProgramServicesAmt |
| Management And General | $27,867,303 | ManagementAndGeneralAmt |
| Fundraising | $3,221,196 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,859,672 | BOYAmt |
| EOY | $19,910,046 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,568,014 | BOYAmt |
| EOY | $9,934,017 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,043,179 | BOYAmt |
| EOY | $3,994,636 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,388 | BOYAmt |
| EOY | $394,570 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,053 | BOYAmt |
| EOY | $322,361 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,260 | BOYAmt |
| EOY | $734,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $147,733,289 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $65,813,222 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,868,062 | BOYAmt |
| EOY | $81,920,067 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,544,614 | BOYAmt |
| EOY | $71,794,915 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,984,930 | BOYAmt |
| EOY | $69,048,349 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,377,172 | BOYAmt |
| EOY | $258,053,065 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,837,938 | BOYAmt |
| EOY | $2,461,705 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,370,017 | BOYAmt |
| EOY | $10,303,602 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,040,000 | BOYAmt |
| EOY | $66,818,291 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,860 | BOYAmt |
| EOY | $159,083 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,013,787 | BOYAmt |
| EOY | $30,566,608 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,474,602 | BOYAmt |
| EOY | $110,309,289 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,466,890 | BOYAmt |
| EOY | $45,501,228 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,975,127 | BOYAmt |
| EOY | $25,549,090 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,460,553 | BOYAmt |
| EOY | $76,693,458 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,902,570 | BOYAmt |
| EOY | $147,743,776 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,377,172 | BOYAmt |
| EOY | $258,053,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,475,084 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,607,125 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,076,585 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,315,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,139,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,659,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,772,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,826,918 | CurrentTaxYearAmt |
| Total | $62,714,177 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,315,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,139,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,659,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,772,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,826,918 | CurrentTaxYearAmt |
| Total | $62,714,177 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,540,331 | SubstantialContributorsTotAmt |
| Public Support Total170 | $51,173,846 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,362,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,256,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,412,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,350,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,922,788 | CurrentTaxYearAmt |
| Total | $11,304,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,018,974 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $181,065,644 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $212,860 | BeginningBalanceAmt |
| Additions During Year | $286,200 | AdditionsDuringYearAmt |
| Distributions During Year | $339,977 | DistributionsDuringYearAmt |
| Ending Balance | $159,083 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,846,465 | BeginningYearBalanceAmt |
| Contributions | $3,517,790 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,935,038 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,468,303 | OtherExpendituresAmt |
| End Year Balance | $130,960,914 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,564,002 | BeginningYearBalanceAmt |
| Contributions | $3,256,882 | ContributionsAmt |
| Investment Earnings Or Losses | $2,734,581 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,941,090 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,767,910 | OtherExpendituresAmt |
| End Year Balance | $138,846,465 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,738,715 | BeginningYearBalanceAmt |
| Contributions | $2,742,748 | ContributionsAmt |
| Investment Earnings Or Losses | $17,630,539 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,895,920 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,652,080 | OtherExpendituresAmt |
| End Year Balance | $138,564,002 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,709,532 | BeginningYearBalanceAmt |
| Contributions | $812,705 | ContributionsAmt |
| Investment Earnings Or Losses | $10,641,478 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,816,326 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,608,674 | OtherExpendituresAmt |
| End Year Balance | $123,738,715 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,908,815 | BeginningYearBalanceAmt |
| Contributions | $2,471,382 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,860,665 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,092,661 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,717,339 | OtherExpendituresAmt |
| End Year Balance | $117,709,532 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,019 | OtherCostOrOtherBasisAmt |
| Book Value | $61,019 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,809,669 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,947,964 | DepreciationAmt |
| Book Value | $75,861,705 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,045,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,760,292 | DepreciationAmt |
| Book Value | $3,285,032 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,817,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,104,966 | DepreciationAmt |
| Book Value | $2,712,311 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $81,920,067 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| TIMBER | $2,826,853 | F |
| HEDGE FUNDS | $49,935,946 | F |
| PRIVATE EQUITY | $2,246,784 | F |
| INTERNATIONAL | $9,189,746 | F |
| VENTURE CAPITAL | $3,542,107 | F |
| INVESTMENT IN ENWC | $1,306,913 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $69,048,349 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SWAP AGREEMENTS LIABILITY | $20,126,902 |
| OBLIGATION UNDER SPLIT INTEREST AGREEMENTS | $2,050,828 |
| ASSET RETIREMENT OBLIGATION | $8,388,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,566,608 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $34,020,432 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,607,125 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$16,116,330 | OtherRevenueAmt |
| Revenue Not Reported | -$25,723,455 | RevenueNotReportedAmt |
| Revenue Subtotal | $59,743,887 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$31,777 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$31,777 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $59,712,110 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $52,179,226 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $31,778 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $31,778 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,147,448 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $9,039,746 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,039,746 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $61,187,194 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | NORTHFIELD MOUNT HERMON SCHOOL MAINTAINS AGENCY ACCOUNTS AND ACTS AS A FISCAL AGENT FOR THE FUNDS. |
| PART V, LINE 4: | NORTHFIELD MOUNT HERMON SCHOOL'S ENDOWED FUNDS ARE INVESTED INTO PERPETUITY AND THE INCOME IS USED TO FUND ITS PROGRAMS. THE FUNDS ARE INVESTED FOR LONG TERM GROWTH SO THAT CURRENT AND FUTURE GENERATIONS OF STUDENTS WILL RECEIVE BENEFIT FROM THE FUNDS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -6,839,847. REALIZED LOSS ON SWAP AGREEMENTS -1,866,350. CHANGE IN VALUE OF SWAP AGREEMENTS -7,076,584. INVESTMENT MANAGEMENT FEES -333,549. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COGS -31,777. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS 31,777. ROUNDING 1. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 6,839,847. REALIZED LOSS ON SWAP AGREEMENTS 1,866,350. INVESTMENT MANAGEMENT FEES 333,549. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | NOTICE OF NONDISCRIMINATION POLICY PUBLICIZED IN NEWSPAPERS AS A LISTED MEMBER OF THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE). |
| SCHEDULE E, PART I, LINE 6 | UPWARD BOUND PROGRAM $363,856, FEDERAL GRANT NUMBER E-PO 47AS20398 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICE | TRAVEL ENRICHMENT PROGRAM | $61,789 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 0 | 0 | PROGRAM SERVICE | TRAVEL ENRICHMENT PROGRAM | $121,109 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | PROGRAM SERVICE | TRAVEL ENRICHMENT PROGRAM | $12,245 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 4 | FUNDRAISING | $65,794 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICE | TRAVEL ENRICHMENT PROGRAM | $11,899 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $12,004,334 | |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 2 | RECRUITMENT | $46,818 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 2 | RECRUITMENT | $23,176 | |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 1 | RECRUITMENT | $1,562 | |
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 0 | 1 | RECRUITMENT | $4,882 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | TRAVEL ENRICHMENT PROGRAM | $28,806 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | TRAVEL ENRICHMENT PROGRAM | $95,644 |
| NORTH AMERICA | 0 | 2 | RECRUITMENT | $3,733 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 2 | RECRUITMENT | $6,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 8 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 6 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Subtotal Spent | $12,347,164 | SubtotalSpentAmt |
| Continuation Spent | $140,733 | ContinuationSpentAmt |
| Total Spent | $12,487,897 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WALL STREET WEST | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $26,043 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $26,043 | TotalRetainedByContractorsAmt |
| Licensed States | MA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 330 | RecipientCnt |
| Non Cash Assistance | $7,256,577 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION OFFSET | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN ORDER TO OBJECTIVELY ESTABLISH FINANCIAL NEED, NORTHFIELD MOUNT HERMON SCHOOL (NMH) SUBSCRIBES TO THE SERVICES OF THE SCHOOL SCHOLARSHIP SERVICE (SSS) WHICH PROVIDES A FINANCIAL AID NEED ANALYSIS BASED ON INFORMATION MADE AVAILABLE BY FAMILIES IN A CONFIDENTIAL STATEMENT KNOWN AS THE PFS -- PARENT FINANCIAL STATEMENT. BY APPLYING OBJECTIVE CRITERIA IN A SPECIFIC FORMULA, SSS IS ABLE TO HELP ESTABLISH A FAMILY'S ABILITY TO PAY THE EXPECTED PARENTAL CONTRIBUTION, WHICH IS THEN ADJUSTED FOR THE NUMBER OF OTHER FAMILY MEMBERS IN TUTION CHARGING INSTITUTIONS AND FOR DAY VERSUS BOARDING SITUATIONS. ONCE FINANCIAL NEED HAS BEEN ESTABLISHED, NMH WILL MAKE A FINANCIAL AID AWARD WHICH COMES AS CLOSE AS POSSIBLE TO MEETING THE INDICATED NEED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER FAYROIAN | ||||||||||||||
| HEAD OF SCHOOL | $338,493 | $0 | $35,000 | $0 | $9,772 | $0 | $27,033 | $0 | $77,319 | $0 | $487,617 | $0 | $0 | $0 |
| RICHARD T WOOD | ||||||||||||||
| TREASURER | $218,323 | $0 | $5,000 | $0 | $1,234 | $0 | $21,899 | $0 | $45,846 | $0 | $292,302 | $0 | $0 | $0 |
| ALLYSON GOODWIN | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $197,872 | $0 | $5,000 | $0 | $429 | $0 | $20,564 | $0 | $43,377 | $0 | $267,242 | $0 | $0 | $0 |
| CLAUDE ANDERSON | ||||||||||||||
| DEAN OF ENROLLMENT | $160,778 | $0 | $0 | $0 | $587 | $0 | $15,754 | $0 | $30,601 | $0 | $207,720 | $0 | $0 | $0 |
| RICHARD COUTURE | ||||||||||||||
| DIRECTOR OF PLANT FACILITIES | $158,365 | $0 | $0 | $0 | $555 | $0 | $15,365 | $0 | $7,519 | $0 | $181,804 | $0 | $0 | $0 |
| SHARON HOWELL | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $162,049 | $0 | $0 | $0 | $76 | $0 | $15,078 | $0 | $37,840 | $0 | $215,043 | $0 | $0 | $0 |
| JESSICA BIGGIE | ||||||||||||||
| DIRECTOR OF MEDICINE | $170,125 | $0 | $0 | $0 | $288 | $0 | $16,655 | $0 | $59,351 | $0 | $246,419 | $0 | $0 | $0 |
| HUGH SILBAUGH | ||||||||||||||
| DEAN OF FACULTY | $146,807 | $0 | $0 | $0 | $523 | $0 | $14,380 | $0 | $21,800 | $0 | $183,510 | $0 | $0 | $0 |
| LYNNE RAYMER | ||||||||||||||
| DIRECTOR OF FINANCIAL OPERATIONS | $143,806 | $0 | $0 | $0 | $101 | $0 | $13,831 | $0 | $2,385 | $0 | $160,123 | $0 | $0 | $0 |
| MARGARET SLICHTER | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $113,194 | $0 | $0 | $0 | $0 | $0 | $11,300 | $0 | $25,942 | $0 | $150,436 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING IS PROVIDED FOR OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER AND IS NOT INCLUDED IN TAXABLE WAGES. NON-TAXABLE BENEFITS (REPORTED IN SCHEDULE J, PART II, COLUMN D) FOR THE FOLLOWING INDIVIDUALS INCLUDES HOUSING AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER: PETER FAYROIAN, $38,400; RICHARD T. WOOD, $24,318; ALLYSON GOODWIN, $15,695; JESSICA BIGGIE, $13,517; CLAUDE ANDERSON, $19,171; SHARON HOWELL, $15,255. SOCIAL CLUB DUES ARE PROVIDED FOR THE HEAD OF SCHOOL. USE OF THE SOCIAL CLUB IS FOR BUSINESS PURPOSES ONLY AND DUES ARE NOT INCLUDED IN TAXABLE WAGES. |
| PART I, LINE 7 | DISCRETIONARY BONUSES ARE APPROVED BY THE BOARD OF TRUSTEES. |
| PART I, LINE 8 | THE HEAD OF SCHOOL, PETER FAYROIAN, IS IN HIS INITIAL CONTRACT WITH THE SCHOOL. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MDFA 2014 BONDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2014-03-26 | BondIssuedDt |
| Issue Price | $68,635,000 | IssuePriceAmt |
| Purpose | REFUND OF 2007 BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $68,635,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $645,000 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $67,990,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.01830 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.01830 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF NY MORG | BusinessNameLine1Txt |
| Business Name Line2 | STANLEY - TERMS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 8.250000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 4B AND 4C: | 2014 SERIES BONDS HEDGE PROVIDER: BANK OF NEW YORK REMAINING TERM: 8.25 HEDGE PROVIDER: MORGAN STANLEY REMAINING TERM: 18.25 HEDGE PROVIDER: MORGAN STANLEY REMAINING TERM: 26.25 |
| PART II, LINE 11: | OTHER SPENT PROCEEDS - REFUND OF PRIOR ISSUE |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 96 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,524,874 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | ORGANIZATIONAL POLICY TO NOT RECORD GIFT-IN-KIND DONATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ELLEN W. PAYZANT AND THOMAS W. PAYZANT HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | ONCE NORTHFIELD MOUNT HERMON SCHOOL (NMH)'S FORM 990 IS COMPLETED, IT IS FIRST REVIEWED BY NMH'S INTERNAL MANAGEMENT. FOLLOWING THAT REVIEW, NMH'S INTERNAL MANAGEMENT AND OUTSIDE ADVISORS PRESENT THE FORM 990 (EXCLUDING SCHEDULE B) TO THE AUDIT COMMITTEE FOR REVIEW AND COMMENT. THE HEAD OF SCHOOL REVIEWS SCHEDULE B WITH THE CHAIR OF THE BOARD OF TRUSTEES. THE COMPLETED FORM 990 (EXCLUDING SCHEDULE B) IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO THE FORM BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | NORTHFIELD MOUNT HERMON SCHOOL (NMH) MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY REQUIRING DISCLOSURE OF RELEVANT FACTS THAT GIVE RISE TO A POTENTIAL CONFLICT OF INTEREST. ANNUALLY, OFFICERS, KEY EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO ACKNOWLEDGE IN WRITING THAT THEY HAVE READ AND UNDERSTOOD THE CONFLICT OF INTEREST POLICY. ADDITIONALLY, EACH OFFICER, KEY EMPLOYEE, AND BOARD MEMBER ACKNOWLEDGES WITH SIGNATURE THAT NO CONFLICT OF INTEREST EXISTS, OR PROVIDES DISCLOSURE OF A CONFLICT. THE FORMS ARE RETURNED TO THE CFO AND TREASURER. IF A CONFLICT EXISTS, THAT MEMBER MAY NOT BE PRESENT FOR DELIBERATIONS OR PARTICPATE IN DECISIONS FOR A TRANSACTION INVOLVING A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | NORTHFIELD MOUNT HERMON SCHOOL (NMH) HAS AN INDEPENDENT COMPENSATION AND BENEFITS COMMITTEE THAT REVIEWS ANNUALLY THE PERFORMANCE OF THE HEAD AND THE SENIOR STAFF BASED ON FEEDBACK SHARED FROM ALL INDEPENDENT TRUSTEES. DURING ITS REVIEW OF THAT FEEDBACK AND CONSIDERING AVAILABLE ANALYTICAL MARKET DATA, THE COMMITTEE SETS THE COMPENSATION OF THE HEAD OF SCHOOL FOR THE UPCOMING YEAR. AT THE FALL MEETING OF THE FULL BOARD, THE COMMITTEE GIVES AN ORAL REPORT OF ITS FINDINGS AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. THE HEAD IS RESPONSIBLE FOR SETTING THE COMPENSATION FOR THE SENIOR STAFF BASED ON COMPARABLE MARKET DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | NORTHFIELD MOUNT HERMON SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SWAP AGREEMENTS -7,076,584. ROUNDING -1. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EAST NORTHFIELD WATER COMPANY | ||||||||||||
| 206 MAIN STREET | NORTHFIELD | MA | 01360 | 041269905 | WATER COMPANY | MA | NMH | C | -$59,162 | $932,117 | 1.00000 | Yes (1) |
| CHARITABLE REMAINDER TRUST (1) | ||||||||||||
| SUPPORT | NY | NMH | 0 | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EAST NORTHFIELD WATER COMPANY | ||
| O | $40,239 | FMV |
| EAST NORTHFIELD WATER COMPANY | ||
| A | $25,385 | FMV |
| EAST NORTHFIELD WATER COMPANY | ||
| R | $42,944 | FMV |
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