2011-05-13T08:56:45-05:00 2010-06-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2009-07-01 042109865 NORTHFIELD MOUNT HERMON SCHOOL NORT 4134983000 ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 RICHARD T WOOD 4134983687 2011-05-12 true PRICEWATERHOUSECOOPERS LLP 6175305000 2009 2016-02-24 21:20:13Z THOMAS K STURTEVANT ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 229508903 false X www.nmhschool.org X 1879 MA NORTHFIELD MOUNT HERMON SCHOOL PROVIDES SECONDARY SCHOOL EDUCATION, ENGAGING THE INTELLECT, COMPASSION, AND TALENTS OF OUR STUDENTS, EMPOWERING THEM TO ACT WITH HUMANITY AND PURPOSE. 25 24 609 200 571756 -104501 9845936 7468899 27133018 29409712 -26085385 3128528 355064 363426 11248633 40370565 7304126 7921091 0 0 23572770 20358436 22733 23801 3315710 14492298 14906168 45391927 43209496 -34143294 -2838931 224762683 221207393 99130595 94579223 125632088 126628170 NORTHFIELD MOUNT HERMON SCHOOL PROVIDES SECONDARY SCHOOL EDUCATION, ENGAGING THE INTELLECT, COMPASSION, AND TALENTS OF OUR STUDENTS, EMPOWERING THEM TO ACT WITH HUMANITY AND PURPOSE. false false 33246736 7589860 28308567 SEE SCHEDULE O. 1109772 331231 1441696 SEE SCHEDULE O. 34356508 true true false true false false false true true true false true true false true false false true false false false false true true true false false false false false false false false false false true false false false false true true false false true 143 0 true 609 true true true true CJ BD false false false false false false false 25 24 true false false false false false false true true false false false true true true true false true true false MA X JAMES POULSEN BUSINESS MGR 4134983311 ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 THOMAS K STURTEVANT 40.0 X X 336750 0 106522 BARBARA T FREEDMAN 3.0 X 0 0 0 ROBERT H MACKINNON 3.0 X 0 0 0 WILLIAM F MELTON 3.0 X 0 0 0 SETH W ALVORD 3.0 X 0 0 0 JOHN G BERG 3.0 X 0 0 0 JONATHAN I BLACKMAN 3.0 X 0 0 0 MARK A CHARDACK 3.0 X 0 0 0 ELIZABETH K COMPTON 3.0 X 0 0 0 CATHERINE A MASIE 3.0 X 0 0 0 REBECCA CP KENNEDY 3.0 X 0 0 0 JOHN W MITCHELL 3.0 X 0 0 0 GARRETT A H PRICE III 3.0 X 0 0 0 OSCAR SEIKALY 3.0 X 0 0 0 WILLIAM J SHEA 3.0 X 0 0 0 ANN G TENENBAUM 3.0 X 0 0 0 P VINCENT KENNEDY 3.0 X 0 0 0 JOSEPHINE M HART 3.0 X 0 0 0 JANET TURNBULL IRVING 3.0 X 0 0 0 JUAN A GARCIA JR 3.0 X 0 0 0 ELIZABETH HALL OLSZEWSKI 3.0 X 0 0 0 ELLEN W PAYZANT 3.0 X 0 0 0 THOMAS W PAYZANT 3.0 X 0 0 0 MARGARET CLARK 3.0 X 0 0 0 STEPHEN COLE 3.0 X 0 0 0 MICHAEL FUNG 3.0 X 0 0 0 CAROL J RAMSEY 3.0 X 0 0 0 SUZANNE HILL 3.0 X 0 0 0 RICHARD T WOOD 40.0 X 180045 0 65089 DENA FLETCHER 38.0 X 43989 0 34270 ALLYSON GOODWIN 40.0 X 172101 0 87295 MARVIN KELLEY 40.0 X 125170 0 23622 CARL PERKINS MD 40.0 X 127703 0 36452 JAMES POULSeN 40.0 X 134987 0 58063 CHARLES TIERNEY 40.0 X 106231 0 37192 hugh silbaugh 40.0 X 125884 0 68897 1352860 0 517402 11 false true false ROPES GRAY LLP PO BOX 414265 BOSTON MA 022414265 LEGAL SERVICES 257711 LANDVEST INC TEN POST OFFICE SQUARE BOSTON MA 02109 REAL ESTATE SERVICES 172288 PRICEWATERHOUSECOOPERS LLP PO BOX 7247-8001 PHILADELPHIA PA 191708001 PROFESS. SERVICES 168712 MSTONER INC 1800 W LARCHMONT SUITE 310 CHICAGO IL 60613 WEB DESIGN 117181 BVH INTEGRATED SERVICES INC 50 GRIFFIN ROAD SOUTH BLOOMFIELD CT 060021352 ENGINEERING 103616 5 346530 7122369 675456 7468899 TUITION AND FEES, SCHOOL YEAR 900099 27217237 27217237 TUITION AND FEES, SUMMER 900099 1441696 1441696 SUMMER CAMPS AND CONFERENCES 611710 281446 281446 INN PROPERTIES, GOLF COURSE, AND POOL 713990 289518 289518 NURSERY SCHOOL 900099 179815 179815 29409712 2726328 -1376 2727704 0 0 14631 4299 10332 10332 10332 188627932 814753 189040485 0 -412553 814753 402200 2168 400032 0 0 106097 93554 12543 12543 MISCELLANEOUS 340551 340551 340551 40370565 29179299 571756 3150611 0 7921091 7921091 0 0 1135960 426188 413653 296119 0 13669165 10374971 1794201 1499993 970826 708271 144777 117778 3424919 2502717 503896 418306 1157566 844509 172625 140432 680105 24683 579273 76149 348741 342241 6500 111880 111880 0 23801 23801 263994 263994 0 67754 67754 1852598 905114 612354 335130 251293 122773 83062 45458 0 3097771 2973860 92933 30978 478566 127027 138644 212895 0 94103 64777 1900 27426 490390 490390 0 4785387 4418797 281845 84745 389054 389054 STUDENT TRANSPORTATION 505381 505381 PROVISIONS - DINING HALL 1069626 1069626 ATHLETIC UNIFORMS & LAUNDRY 96972 96972 FIELD TRIPS/STUDENT ACTIV. 322553 322553 43209496 34356508 5537278 3315710 11663183 4997383 9622245 8305370 1953104 1738879 1779541 1471420 1138058 987060 139254759 48060804 92971670 91193955 69435632 70846659 36199250 41666667 224762683 221207393 14130996 10903405 3214018 3207162 74600000 69800000 67973 97538 7117608 10571118 99130595 94579223 X 42183587 43900927 27349231 25050831 56099270 57676412 125632088 126628170 224762683 221207393 X false false X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 14740 14740 false schedule c, part II-b, LINE 1I NORTHFIELD MOUNT HERMON SCHOOL IS A MEMBER OF ASSOCIATIONS SUCH AS THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, COUNCIL OF ADVANCEMENT AND SUPPORT OF EDUCATION AND MASSACHUSETTS ASSOCIATION OF NON-PROFIT SCHOOL AND COLLEGES, WHICH MAY USE A PORTION OF MEMBERSHIP DUES TO LOBBY ON BEHALF OF ITS MEMBERS. TOTAL DUES PAID TO THESE ORGANIZATIONS BETWEEN JULY 1, 2009 AND JUNE, 30, 2010 WAS $14,740. false false 108501829 4298368 10697871 2450000 9515999 111532069 145630284 2205184 -28303666 4951074 6078899 108501829 0.43000 0.57000 0.00000 false false 108594 108594 117795825 28985331 88810494 0 0 0 21350340 19075473 2274867 0 0 0 91193955 TIMBER 5314690 F HEDGE FUND 21018812 F PRIVATE EQUITY 2593114 F INTERNATIONAL 9821490 F VENTURE CAPITAL 2277500 F OTHER INVESTMENTS 103410 F FUNDS HELD IN TRUST 537651 F 41666667 0 SWAP AGREEMENTS LIABILITY 10571118 10571118 FORM 990, SCHEDULE D, PART iV, LINE 2b Northfield mount hermon school maintains agency accounts and acts as a fiscal agent for the funds. FORM 990, SCHEDULE D, 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. true true true NOTICE OF NONDISCRIMINATION POLICY PUBLICIZED IN NEWSPAPERS AS A LISTED MEMBER OF THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE). true true true true false false false false false false false false true false UPWARD BOUND PROGRAM $346,530; FEDERAL GRANT NUMBER E-PO 47AS20398 true Central America and the Caribbean Program Services TRAVEL ENRICHMENT PROG 10588 East Asia and the Pacific Program Services TRAVEL ENRICHMENT PROG 33087 Europe (Including Iceland and Greenland) Program Services TRAVEL ENRICHMENT PROG 35925 South America Program Services TRAVEL ENRICHMENT PROG 57969 East Asia and the Pacific Fundraising 39722 177291 X X X X true MARTS LUNDY consulting false 23801 23801 MA true SCHOLARSHIPS 292 7921091 COST TUITION OFFSET PART I, LINE 2 - monitoring GRANT funds 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 TUITION 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. X X X true true X X X false false false false false false false false false THOMAS K STURTEVANT 278655 0 0 0 58095 0 21350 0 85172 0 443272 0 0 0 RICHARD T WOOD 179769 0 0 0 276 0 13232 0 51857 0 245134 0 0 0 ALLYSON GOODWIN 171981 0 0 0 120 0 12537 0 74758 0 259396 0 0 0 CARL PERKINS MD 126668 0 0 0 1035 0 9345 0 27107 0 164155 0 0 0 JAMES POULSeN 134731 0 0 0 256 0 9890 0 48173 0 193050 0 0 0 hugh silbaugh 125749 0 0 0 135 0 9187 0 59710 0 194781 0 0 0 SCHEDULE J, PART I, LINE 1A Gross-up payments are provided to the head of school. The gross-up payments are included in taxable wages. 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. 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. Schedule J, Part II The head of school's other reportable compensation includes $16,500 of 457b contributions and $41,415 of tuition benefit. Non-taxable benefits for the following individuals includes housing as a condition of employment for the convenience of the employer: Thomas k. Sturtevant $34,455 Richard T. Wood $31,400 Allyson Goodwin $25,945 Carl Perkins, MD $11,585 Hugh Silbaugh $12,740 Charles Tierney $ 7,700 MDFA 2007 Bonds 043431814 57583RTJ4 2007-11-20 73355000 CONSTRUCTION AND REFUNDING OF 2004 false false 69800000 0 0 0 455665 0 13027232 2009 true false true true false false false false true 0.01000 0.01000 true false true true See Schedule O false false false X 57 675456 market value 0 false true true SCHEDULE M, PART I, LINE 32B ALL STOCK GIFTS ARE RECEIVED, PROCESSED AND SOLD BY THE SCHOOL'S CUSTODIAL BANK. FORM 990, PART III, LINE 4A 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 645 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. THEY 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. FORM 990, PART III, LINE 4B 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 OTHR IN MANY DIFFERENT WAYS. OUR STUDENT POPULATION IS DIVERSE AND WORlDLY -- IN THE SUMMER OF 2010, 38 DIFFERENT COUNTRIES AND 22 STATES WITHIN THE US WERE REPRESENTED. OUR TALENTED FACULTY IS ASSISTED BY 28 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. FORM 990, part iv, line 12 and part xi, line 2b northfield mount hermon school has audited financial statements. however, because the financial statements are cONSOLIDATED, this question is answered "no". FORM 990, PART VI, SECTION A, LINE 2 ELLEN W. PAYZANT AND THOMAS W. PAYZANT HAVE A FAMILY RELATIONSHIP. P VINCENT KENNEDY AND REBECCA CP KENNEDY HAVE A FAMILY RELATIONSHIP. form 990, PART VI, SECTION A, LINE 11A 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 CONLICT OF INTEREST. ANNUALLY, OFFICERs, KEY EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO ACKNOWLEDGE IN WRITING THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY. ADDITIONALLY, AT THE END OF THE FISCAL YEAR AND BEFORE SUBMISSION OF FORM 990, EACH OFFICER, TRUSTEE, AND KEY EMPLOYEE IS PROVIDED WITH A QUESTIONNAIRE REQUIRING DISCLOSURE OF ANY CONFLICTS OF INTEREST THAT MAY HAVE EXISTED DURING THE PRIOR FISCAL YEAR. FORM 990, PART VI - SECTION B, LINE 14 Northfield Mount Hermon School (NMH) did not have a written document retention and destruction policy in place prior to fiscal year ended June 30, 2010. NMH IS STILL IN THE PROCESS OF IMPLEMENTING THIS POLICY. FORM 990, PART VI - SECTION B, LINE 15 A & B 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. Schedule K, Part IV, Lines 3b & 3c Name of Providers: Bank of NY Morgan Stanley Morgan Stanley Term of Hedge 14.25% 24.25% 32.25% EAST NORTHFIELD WATER COMPANY 206 MAIN STREET NORTHFIELD MA 01360 041269905 WATER COMPANY MA NMH SCHOOL C CORP -89111 385165 1.00000 true false false true false false false false true false false false false true false false false false EAST NORTHFIELD WATER COMPANY A 41224 EAST NORTHFIELD WATER COMPANY D 530129 EAST NORTHFIELD WATER COMPANY I 24056 EAST NORTHFIELD WATER COMPANY N 39271