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Nonprofiteer
← HOTCHKISS SCHOOL

Form 990 for tax year 2022

Filed by HOTCHKISS SCHOOL.

Totals

Total revenue
$88,807,260
Total expenses
$83,717,636
Contributions and grants received
$24,183,183
Grants paid
$12,281,251
Program services expenses (Part IX)
$62,834,989
Management and general expenses
$16,012,391
Fundraising expenses
$4,870,256
Program service expenses (Part III)
$62,834,989

Program services were 75.1% 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
    $951,096
    From this org
    $752,004
    From related orgs
    $0
    Other
    $199,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $524,564
    Bonus
    $175,000
    Other
    $52,440
    Deferred
    $54,517
    Nontaxable benefits
    $144,575
    Filer's total
    $951,096

  • CHARLES AYRES JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JOSEPH BARATTA

    TRUSTEE (FROM 7/1/22)

    Total calculated
    $0
    Hours/week
    3

  • REBECCA VAN DER BOGERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ANNE MATLOCK DINNEEN

    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

  • 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 (FROM 7/1/22)

    Total calculated
    $0
    Hours/week
    3

  • CRISTINA MARIANI-MAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • RAYMOND MCGUIRE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PAUL MUTTER

    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

    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 CHARTENER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • ELIZABETH GARDNER HINES

    CO-PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • ROBERT R GOULD

    CO-PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • U GWYN WILLIAMS

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • DAVID WYSHNER

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • SANDRA J LYNCH

    CFO

    Total calculated
    $420,116
    From this org
    $363,592
    From related orgs
    $0
    Other
    $56,524
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $319,925
    Bonus
    $0
    Other
    $43,667
    Deferred
    $54,517
    Nontaxable benefits
    $2,007
    Filer's total
    $420,116

  • NINETTE ENRIQUE

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $443,159
    From this org
    $353,828
    From related orgs
    $0
    Other
    $89,331
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $298,761
    Bonus
    $0
    Other
    $55,067
    Deferred
    $54,133
    Nontaxable benefits
    $35,198
    Filer's total
    $443,159

  • MERRILEE MARDON

    ASSOCIATE HEAD OF SCHOOL

    Total calculated
    $392,011
    From this org
    $242,437
    From related orgs
    $0
    Other
    $149,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,770
    Bonus
    $0
    Other
    $13,667
    Deferred
    $47,831
    Nontaxable benefits
    $101,743
    Filer's total
    $392,011

  • ERBY L MITCHELL JR

    DEAN OF ADMISSON & FINANCIAL AID

    Total calculated
    $386,869
    From this org
    $239,889
    From related orgs
    $0
    Other
    $146,980
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,222
    Bonus
    $0
    Other
    $23,667
    Deferred
    $46,104
    Nontaxable benefits
    $100,876
    Filer's total
    $386,869

  • RICHARD HAZELTON

    DEAN OF SUMMER PROGRAMS

    Total calculated
    $308,746
    From this org
    $185,645
    From related orgs
    $0
    Other
    $123,101
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,384
    Bonus
    $0
    Other
    $1,261
    Deferred
    $25,730
    Nontaxable benefits
    $97,371
    Filer's total
    $308,746

  • GRETCHEN DWYER EXECUTIVE

    DIRECTOR OF LEADERSHIP GIVING

    Total calculated
    $267,593
    From this org
    $224,642
    From related orgs
    $0
    Other
    $42,951
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,975
    Bonus
    $0
    Other
    $13,667
    Deferred
    $42,835
    Nontaxable benefits
    $116
    Filer's total
    $267,593

  • ZACHARY MCCLAIN

    MEDICAL DIRECTOR

    Total calculated
    $256,370
    From this org
    $213,420
    From related orgs
    $0
    Other
    $42,950
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,420
    Bonus
    $0
    Other
    $0
    Deferred
    $30,319
    Nontaxable benefits
    $12,631
    Filer's total
    $256,370

  • HOPE COBERA

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $242,614
    From this org
    $210,272
    From related orgs
    $0
    Other
    $32,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,072
    Bonus
    $0
    Other
    $43,200
    Deferred
    $17,370
    Nontaxable benefits
    $14,972
    Filer's total
    $242,614

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 2022 FORM W-2S.
PART I, LINE 3
THE ORAN COMMITTEE (ORGANIZATIONAL REVIEW AND NOMINATING) OF THE BOARD PROVIDES COUNSEL AND FEEDBACK TO THE HEAD OF SCHOOL AND WORKS WITH THE EXECUTIVE COMMITTEE TO DETERMINE HIS COMPENSATION. THE ORAN COMMITTEE REVIEWED ABOPS COMPENSATION SURVEY INFORMATION TO ESTABLISH THE HEAD OF SCHOOL COMPENSATION. THEY CONTINUE TO REVIEW ABOPS COMPENSATION SURVEY DATA EACH YEAR, INFORMING HIS ANNUAL COMPENSATION.
PART I, LINE 7
THE HEAD OF SCHOOL RECEIVED A BOARD APPROVED BONUS $175,000 FOR THE CALENDAR YEAR 2022 WHICH WAS REPORTED IN HIS 2022 W2. 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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349319364

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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