Form 990 for tax year 2022

Filed by NORTHFIELD MOUNT HERMON SCHOOL.

Totals

Total revenue: $69,261,043
Total expenses: $60,645,676
Contributions and grants received: $16,479,221
Grants paid: $10,182,222
Program service revenue: $45,368,047
Investment income: $6,540,753
Other revenue: $873,022
Total assets, end of year: $333,120,239
Total liabilities, end of year: $93,996,802
Net assets or fund balances, end of year: $239,123,437
Program services expenses (Part IX): $38,907,844
Management and general expenses: $18,063,196
Fundraising expenses: $3,674,636
Program service expenses (Part III): $38,907,844

Program services were 64.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1f · All other contributions, gifts and grants

$16,479,221
1g · Noncash contributions included above

$860,475
2a · Program service revenue: SCHOOL YEAR TUITION

total $44,139,909 · related or exempt $44,139,909
2b · Program service revenue: SUMMER TUITION/FEES

total $983,777 · related or exempt $983,777
2c · Program service revenue: SUMMER CAMP AND CONFER

total $191,251 · unrelated business $191,251
2f · All other program service revenue

total $53,110 · related or exempt $53,110
3 · Investment income

total $3,201,272 · unrelated business $3,293 · excluded $3,197,979
6a · Gross rents

real property $112,371
6b · Less rental expenses

real property $0
6c · Rental income or loss

real property $112,371
6d · Net rental income or loss

total $112,371 · excluded $112,371
7a · Gross sales of assets other than inventory

securities $21,140,427 · other assets $434,726
7b · Less cost or other basis and sales expenses

securities $18,228,635 · other assets $7,037
7c · Gain or loss

securities $2,911,792 · other assets $427,689
7d · Net gain or loss

total $3,339,481 · unrelated business $9,874 · excluded $3,329,607
10a · Gross sales of inventory

$335,233
10b · Cost of goods sold

$184,158
10c · Net income from sales of inventory

total $151,075 · related or exempt $151,075
11a · Other revenue: MISCELLANEOUS

total $609,576 · related or exempt $609,576
11e · Other revenue, total

$609,576

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $10,182,222 · program services $10,182,222
5 · Compensation of officers, directors and key employees

total $1,606,391 · management and general $1,426,113 · fundraising $180,278
7 · Other salaries and wages

total $17,916,561 · program services $10,374,544 · management and general $5,987,063 · fundraising $1,554,954
8 · Pension plan contributions

total $1,705,860 · program services $812,082 · management and general $730,783 · fundraising $162,995
9 · Other employee benefits

total $5,401,358 · program services $3,323,342 · management and general $1,634,027 · fundraising $443,989
10 · Payroll taxes

total $1,407,306 · program services $771,046 · management and general $510,957 · fundraising $125,303
11b · Fees: legal

total $196,032 · management and general $196,032
11c · Fees: accounting

total $84,725 · management and general $84,725
11f · Fees: investment management

total $262,529 · management and general $262,529
11g · Fees: other

total $1,049,528 · program services $105,970 · management and general $536,097 · fundraising $407,461
12 · Advertising and promotion

total $85,845 · program services $4,119 · management and general $81,726
13 · Office expenses

total $1,055,619 · program services $451,761 · management and general $467,805 · fundraising $136,053
14 · Information technology

total $818,879 · program services $46,254 · management and general $665,709 · fundraising $106,916
16 · Occupancy

total $2,775,262 · program services $2,433,801 · management and general $331,005 · fundraising $10,456
17 · Travel

total $636,599 · program services $169,762 · management and general $309,107 · fundraising $157,730
19 · Conferences, conventions and meetings

total $245,891 · program services $31,305 · management and general $70,865 · fundraising $143,721
20 · Interest

total $2,284,138 · management and general $2,284,138
22 · Depreciation, depletion and amortization

total $7,203,160 · program services $6,574,002 · management and general $600,984 · fundraising $28,174
23 · Insurance

total $732,498 · management and general $732,498
24a · Other expenses: FOOD/FLOWERS/INVENTORY

total $1,388,367 · program services $1,304,602 · management and general $30,873 · fundraising $52,892
24b · Other expenses: PLANT MAINTENANCE

total $1,355,146 · program services $724,288 · management and general $621,394 · fundraising $9,464
24c · Other expenses: STUDENT ACTIVITIES

total $1,026,326 · program services $935,589 · management and general $90,737
24d · Other expenses: STUDENT TRANSPORTATION

total $467,095 · program services $467,095
24e · All other expenses

total $758,339 · program services $196,060 · management and general $408,029 · fundraising $154,250

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $9,643,659 · end of year $7,726,062
2 · Savings and temporary cash investments

beginning of year $13,701,084 · end of year $15,532,294
3 · Pledges and grants receivable

beginning of year $4,193,047 · end of year $9,792,720
4 · Accounts receivable

beginning of year $4,586,895 · end of year $5,803,803
8 · Inventories for sale or use

beginning of year $479,383 · end of year $472,269
9 · Prepaid expenses and deferred charges

beginning of year $806,027 · end of year $596,857
10a · Land, buildings and equipment: cost or other basis

$219,660,496
10b · Land, buildings and equipment: accumulated depreciation

$119,145,903
10c · Land, buildings and equipment, net

beginning of year $100,430,730 · end of year $100,514,593
11 · Investments: publicly traded securities

beginning of year $100,923,088 · end of year $105,623,816
12 · Investments: other securities

beginning of year $77,070,800 · end of year $87,057,825
17 · Accounts payable and accrued expenses

beginning of year $2,383,272 · end of year $2,301,894
19 · Deferred revenue

beginning of year $17,340,856 · end of year $15,871,206
20 · Tax-exempt bond liabilities

beginning of year $62,069,984 · end of year $60,837,318
21 · Escrow or custodial account liability

beginning of year $429,546 · end of year $419,211
25 · Other liabilities

beginning of year $17,219,370 · end of year $14,567,173
27 · Net assets without donor restrictions

beginning of year $83,834,160 · end of year $93,274,965
28 · Net assets with donor restrictions

beginning of year $128,557,525 · end of year $145,848,472

Mission and programs · 2022

Mission

NORTHFIELD MOUNT HERMON EDUCATES THE HEAD, HEART AND HANDS OF OUR STUDENTS. WE ENGAGE THEIR INTELLECT, COMPASSION, AND TALENTS, EMPOWERING THEM TO ACT WITH HUMANITY AND PURPOSE.

Activities or mission (Part I)

NORTHFIELD MOUNT HERMON EDUCATES THE HEAD, HEART, AND HANDS OF OUR STUDENTS. WE ENGAGE THEIR INTELLECT, COMPASSION, AND TALENTS, EMPOWERING THEM TO ACT WITH HUMANITY AND PURPOSE.

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 638 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. AN ESTIMATED 150 STUDENTS VOLUNTEER EACH TERM IN SERVICE ACTIVITIES. STUDENTS ALSO HELP RUN OUR WORKING FARM, AND PROVIDE SUPPORT FOR GRADUATIONAL CREDIT IN MULTIPLE DEPARTMENTS, INCLUDING FOOD SERVICES AND PLANT FACILITIES.

Expenses $37,788,587 · Grants $9,856,995 · Revenue $44,193,019
NORTHFIELD MOUNT HERMON SCHOOL "NMH SUMMER" 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 OF 135 NMH SUMMER STUDENTS (20 VIRTUAL STUDENTS) TO ENGAGE IN ACADEMIC WORK AND TO LEARN FROM EACH OTHER IN MANY DIFFERENT WAYS. OUR STUDENT POPULATION IS DIVERSE AND GLOBALLY INCLINED -- IN THE SUMMER OF 2023, 23 DIFFERENT COUNTRIES AND 18 STATES WITHIN THE U.S. WERE REPRESENTED. OUR 20 TALENTED FACULTY MEMBERS AND 15 TEACHING FELLOWS PROVIDED 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 PROVIDES THEIR FIRST EXPERIENCE OF A RIGOROUS INDEPENDENT BOARDING SCHOOL ACADEMIC PROGRAM AND CHALLENGES THEM TO A NEW LEVEL. OTHER STUDENTS COME FROM VARIOUS PEER SCHOOLS AND USE THEIR NMH SUMMER PROGRAM AS AN OPPORTUNITY TO FURTHER ACCELERATE ACADEMIC SKILLS, ADVANCE IN THEIR COURSEWORK, GAIN CONFIDENCE AND INDEPENDENCE, AND PREPARE FOR COLLEGE.

Expenses $1,119,257 · Grants $325,227 · Revenue $983,777

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Mariah D CalagioneMARIAH D CALAGIONE

TRUSTEE/CHAIR

Total calculated

$0

Hours/week

3
Monie T HardwickMONIE T HARDWICK

TRUSTEE/VICE CHAIR

Total calculated

$0

Hours/week

3
Justin WaiJUSTIN WAI

TRUSTEE/TREASURER

Total calculated

$0

Hours/week

3
Tiffani R BrownTIFFANI R BROWN

TRUSTEE

Total calculated

$0

Hours/week

3
David B CadeDAVID B CADE

TRUSTEE

Total calculated

$0

Hours/week

3
Bader A El-JeanBADER A EL-JEAN

TRUSTEE

Total calculated

$0

Hours/week

3
Alison S ElliottALISON S ELLIOTT

TRUSTEE

Total calculated

$0

Hours/week

3
Stephen W GausterSTEPHEN W GAUSTER

TRUSTEE

Total calculated

$0

Hours/week

3
Mirja C HaffnerMIRJA C HAFFNER

TRUSTEE

Total calculated

$0

Hours/week

3
Josephine M HartJOSEPHINE M HART

TRUSTEE

Total calculated

$0

Hours/week

3
Theresa M JacobsTHERESA M JACOBS

TRUSTEE

Total calculated

$0

Hours/week

3
Jay M KaplanJAY M KAPLAN

TRUSTEE

Total calculated

$0

Hours/week

3
Charles A KnirschCHARLES A KNIRSCH

TRUSTEE

Total calculated

$0

Hours/week

3
Audrey G KubieAUDREY G KUBIE

TRUSTEE

Total calculated

$0

Hours/week

3
Alex Lotocki De VeligostALEX LOTOCKI DE VELIGOST

TRUSTEE

Total calculated

$0

Hours/week

3
Peter J MacDonaldPETER J MACDONALD

TRUSTEE

Total calculated

$0

Hours/week

3
Carl D MeyerCARL D MEYER

TRUSTEE

Total calculated

$0

Hours/week

3
Molly G TalbotMOLLY G TALBOT

TRUSTEE (UNTIL 05/23)

Total calculated

$0

Hours/week

3
Ryan R VineyardRYAN R VINEYARD

TRUSTEE (UNTIL 05/23)

Total calculated

$0

Hours/week

3
Shannon WeinbergerSHANNON WEINBERGER

TRUSTEE

Total calculated

$0

Hours/week

3
Brian H HargroveBRIAN H HARGROVE

HEAD OF SCHOOL

Total calculated

$752,146

From this org

$514,481

From related orgs

$0

Other

$237,665

Hours/week

50

Schedule J breakdown matched by us

Base

$512,981

Bonus

$0

Other

$1,500

Deferred

$24,786

Nontaxable benefits

$212,879

Filer's total

$752,146
Mary McEneanyMARY MCENEANY

COO/CFO

Total calculated

$323,842

From this org

$290,552

From related orgs

$0

Other

$33,290

Hours/week

50

Schedule J breakdown matched by us

Base

$287,947

Bonus

$0

Other

$2,605

Deferred

$24,976

Nontaxable benefits

$8,314

Filer's total

$323,842
Charles TierneyCHARLES TIERNEY

ASSISTANT HEAD OF SCHOOL

Total calculated

$286,079

From this org

$227,881

From related orgs

$0

Other

$58,198

Hours/week

50

Schedule J breakdown matched by us

Base

$226,239

Bonus

$0

Other

$1,642

Deferred

$20,326

Nontaxable benefits

$37,872

Filer's total

$286,079
Deanna FletcherDEANNA FLETCHER

EXECUTIVE ASSISTANT/SECRETARY TO BOT

Total calculated

$66,639

From this org

$64,403

From related orgs

$0

Other

$2,236

Hours/week

40
Patricia JacksonPATRICIA JACKSON

CHIEF ADVANCEMENT OFFICER

Total calculated

$183,639

From this org

$161,770

From related orgs

$0

Other

$21,869

Hours/week

50

Schedule J breakdown matched by us

Base

$160,816

Bonus

$0

Other

$954

Deferred

$8,126

Nontaxable benefits

$13,743

Filer's total

$183,639
Claude AndersonCLAUDE ANDERSON

DEAN OF ENROLLMENT

Total calculated

$231,511

From this org

$187,975

From related orgs

$0

Other

$43,536

Hours/week

50

Schedule J breakdown matched by us

Base

$185,355

Bonus

$0

Other

$2,620

Deferred

$11,908

Nontaxable benefits

$31,628

Filer's total

$231,511
Sara RourkeSARA ROURKE

DOCTOR

Total calculated

$329,845

From this org

$196,431

From related orgs

$0

Other

$133,414

Hours/week

50

Schedule J breakdown matched by us

Base

$195,577

Bonus

$0

Other

$854

Deferred

$22,495

Nontaxable benefits

$110,919

Filer's total

$329,845
Beatriz GarciaBEATRIZ GARCIA

DEAN OF FACULTY

Total calculated

$215,160

From this org

$139,414

From related orgs

$0

Other

$75,746

Hours/week

50

Schedule J breakdown matched by us

Base

$138,256

Bonus

$0

Other

$1,158

Deferred

$16,920

Nontaxable benefits

$58,826

Filer's total

$215,160
Martha NeubertMARTHA NEUBERT

DEAN OF EQUITY & SOCIAL JUSTICE

Total calculated

$215,687

From this org

$127,627

From related orgs

$0

Other

$88,060

Hours/week

50

Schedule J breakdown matched by us

Base

$127,111

Bonus

$0

Other

$516

Deferred

$20,296

Nontaxable benefits

$67,764

Filer's total

$215,687
Jeff SeymourJEFF SEYMOUR

DIRECTOR OF PLANT FACILITIES

Total calculated

$142,320

From this org

$137,566

From related orgs

$0

Other

$4,754

Hours/week

50
Victor NuovoVICTOR NUOVO

SENIOR DIRECTOR OF ADVANCEMENT

Total calculated

$151,792

From this org

$117,404

From related orgs

$0

Other

$34,388

Hours/week

50

Schedule J breakdown matched by us

Base

$116,444

Bonus

$0

Other

$960

Deferred

$17,879

Nontaxable benefits

$16,509

Filer's total

$151,792

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, and on a Form 990-PF Part VIII's — 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 · Compensation committee
3 · Independent compensation consultant
3 · Compensation survey or study
3 · Approval by the board or compensation committee
8 · Paid under the initial-contract exception
9 · Followed the rebuttable-presumption procedure

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
7 · Other non-fixed payments

The filer's explanations (Part III)

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: BRIAN HARGROVE, $140,392; CHARLES TIERNEY, $13,963; PATRICIA JACKSON, $6,250; BEATRIZ GARCIA, $43,959.
PART I, LINE 8: PATRICIA JACKSON IS IN HER INITIAL ONE YEAR CONTRACT WITH THE SCHOOL STARTING JULY 1, 2022 THROUGH JUNE 30, 2023.

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

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

EAST NORTHFIELD WATER COMPANY

C · WATER COMPANY · MA · 100% owned · share of income $318,315 · share of assets $908,444 · controlled entity

Directly controlled by NMH
CHARITABLE REMAINDER UNITRUST (2)

T · SUPPORT · NY · 55% owned

Directly controlled by NMH
HIBBARD TRUSTS (2)

T · SUPPORT · MA · 85% owned · controlled entity

Directly controlled by NMH
CHARITABLE REMAINDER ANNUITY TRUST (4)

T · SUPPORT · MA · 100% owned · controlled entity

Directly controlled by NMH
CHARITABLE REMAINDER UNITRUST (8)

T · SUPPORT · MA · 100% owned · controlled entity

Directly controlled by NMH
POOLED INCOME FUND (7)

T · SUPPORT · MA · 100% owned · controlled entity

Directly controlled by NMH

Provenance

Return type: form_990
Tax year: 2022
Filed: 13 May 2024
IRS schema version: 2022v5.0
Source object: 202421349349307757

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