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Nonprofiteer
← HOTCHKISS SCHOOL

Form 990 for tax year 2023

Filed by HOTCHKISS SCHOOL.

Totals

Total revenue
$112,915,926
Total expenses
$95,553,594
Contributions and grants received
$42,146,608
Grants paid
$13,428,970
Program services expenses (Part IX)
$67,130,770
Management and general expenses
$23,014,118
Fundraising expenses
$5,408,706
Program service expenses (Part III)
$67,130,770

Program services were 70.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CRAIG W BRADLEY

    HEAD OF SCHOOL

    Total calculated
    $1,197,585
    From this org
    $992,596
    From related orgs
    $0
    Other
    $204,989
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $563,841
    Bonus
    $200,000
    Other
    $228,755
    Deferred
    $59,160
    Nontaxable benefits
    $145,829
    Filer's total
    $1,197,585

  • CHARLES AYRES JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JOSEPH BARATTA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ANNE MATLOCK DINNEEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PATRICIA B FARMAN-FARMAIAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ELIZABETH J FORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JOHN R GRUBE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BROOKE HARLOW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ALEXANDER HURST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • IGNACIO JAYANTI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JOHN KHOURY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ANNIKA LESCOTT-MARTINEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BERNICE LEUNG LIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MICHAEL MARS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CRISTINA MARIANI-MAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PAUL MUTTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • AARON OBERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CARLOS A PEREZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • THOMAS S QUINN III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CHRISTOPHER R REDLICH JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • THOMAS SEIDENSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ROGER K SMITH

    TRUSTEE (UNTIL 07/01/23)

    Total calculated
    $0
    Hours/week
    3

  • TIMOTHY P SULLIVAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • RHONDA R TROTTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • RICHARD WEIL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ROBERT R GOULD

    CO-PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • ELIZABETH GARDNER HINES

    CO-PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • REBECCA VAN DER BOGERT

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • ROBERT CHARTENER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • RAYMOND MCGUIRE

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • DAVID WYSHNER

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • U GWYN WILLIAMS

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • SANDRA J LYNCH

    CFO

    Total calculated
    $447,176
    From this org
    $387,900
    From related orgs
    $0
    Other
    $59,276
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $342,900
    Bonus
    $0
    Other
    $45,000
    Deferred
    $59,160
    Nontaxable benefits
    $116
    Filer's total
    $447,176

  • NINETTE ENRIQUE

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $466,943
    From this org
    $372,034
    From related orgs
    $0
    Other
    $94,909
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,634
    Bonus
    $0
    Other
    $53,400
    Deferred
    $59,160
    Nontaxable benefits
    $35,749
    Filer's total
    $466,943

  • ERBY L MITCHELL JR

    DEAN OF ADMISSON & FINANCIAL AID

    Total calculated
    $409,044
    From this org
    $257,494
    From related orgs
    $0
    Other
    $151,550
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,894
    Bonus
    $0
    Other
    $15,600
    Deferred
    $50,740
    Nontaxable benefits
    $100,810
    Filer's total
    $409,044

  • RICHARD HAZELTON

    DEAN OF SUMMER PROGRAMS

    Total calculated
    $318,558
    From this org
    $191,321
    From related orgs
    $0
    Other
    $127,237
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,521
    Bonus
    $0
    Other
    $1,800
    Deferred
    $26,470
    Nontaxable benefits
    $100,767
    Filer's total
    $318,558

  • HOPE COBERA

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $269,175
    From this org
    $228,482
    From related orgs
    $0
    Other
    $40,693
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,282
    Bonus
    $0
    Other
    $43,200
    Deferred
    $25,240
    Nontaxable benefits
    $15,453
    Filer's total
    $269,175

  • ZACHARY MCCLAIN

    MEDICAL DIRECTOR

    Total calculated
    $261,028
    From this org
    $222,491
    From related orgs
    $0
    Other
    $38,537
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,491
    Bonus
    $0
    Other
    $0
    Deferred
    $25,644
    Nontaxable benefits
    $12,893
    Filer's total
    $261,028

  • GRETCHEN DWYER EXECUTIVE

    DIRECTOR OF LEADERSHIP GIVING

    Total calculated
    $249,152
    From this org
    $218,763
    From related orgs
    $0
    Other
    $30,389
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,763
    Bonus
    $0
    Other
    $0
    Deferred
    $30,273
    Nontaxable benefits
    $116
    Filer's total
    $249,152

  • MERRILEE MARDON

    FORMER ASSOCIATE HEAD OF SCHOOL

    Total calculated
    $201,960
    From this org
    $127,379
    From related orgs
    $0
    Other
    $74,581
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $119,879
    Bonus
    $0
    Other
    $7,500
    Deferred
    $23,125
    Nontaxable benefits
    $51,456
    Filer's total
    $201,960

  • MELISSA WOODIN

    CONTROLLER/FORMER INTERIM CFO

    Total calculated
    $253,874
    From this org
    $188,131
    From related orgs
    $0
    Other
    $65,743
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,131
    Bonus
    $0
    Other
    $0
    Deferred
    $26,953
    Nontaxable benefits
    $38,790
    Filer's total
    $253,874

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
FOR THE BENEFIT AND CONVENIENCE OF THE SCHOOL AND AS A CONDITION OF THEIR EMPLOYMENT, CERTAIN EMPLOYEES ARE PROVIDED WITH ON-CAMPUS RESIDENCES AT THE SCHOOL'S EXPENSE. FOR THE CONVENIENCE OF THE SCHOOL, THESE RESIDENCES ARE READILY AVAILABLE AND USED FOR SCHOOL-RELATED ORDINARY AND NECESSARY BUSINESS FUNCTIONS ON A REGULAR AND CONTINUING BASIS. CHIEF FINANCIAL OFFICER, CHIEF COMMUNICATIONS OFFICER, AND CHIEF ADVANCEMENT OFFICER RECEIVED HOUSING ALLOWANCE THAT IS TREATED AS TAXABLE INCOME AND REPORTED ON 2023 FORM W-2S.
PART I, LINE 3
THE EXECUTIVE COMMITTEE PROVIDES COUNSEL AND FEEDBACK TO THE HEAD OF SCHOOL (HOS) AND DETERMINES THE HOS COMPENSATION BY REVIEWING ABOPS COMPENSATION SURVEY INFORMATION TO ESTABLISH THE HOS COMPENSATION. THE EXECUTIVE COMMITTEE CONTINUES TO REVIEW ABOPS COMPENSATION SURVEY DATA EACH YEAR, INFORMING THE HOS OF HIS ANNUAL COMPENSATION.
PART I, LINE 7
THE HEAD OF SCHOOL RECEIVED A BOARD APPROVED BONUS $200,000 FOR THE CALENDAR YEAR 2023, WHICH WAS REPORTED IN HIS 2023 W-2. THE HEAD OF SCHOOL'S BONUS WAS DETERMINED UNDER THE DISCRETION OF THE BOARD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521349349312457

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