Form 990 for tax year 2024

Filed by NORTHFIELD MOUNT HERMON SCHOOL.

Totals

Total revenue: $90,528,606
Total expenses: $65,470,430
Contributions and grants received: $34,024,757
Grants paid: $11,683,645
Program service revenue: $49,223,750
Investment income: $6,918,816
Other revenue: $361,283
Total assets, end of year: $443,914,811
Total liabilities, end of year: $91,598,560
Net assets or fund balances, end of year: $352,316,251
Program services expenses (Part IX): $40,599,920
Management and general expenses: $21,052,592
Fundraising expenses: $3,817,918
Program service expenses (Part III): $40,599,920

Program services were 62.0% 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

$34,024,757
1g · Noncash contributions included above

$2,955,022
2a · Program service revenue: SCHOOL YEAR TUITION

total $46,514,068 · related or exempt $46,514,068
2b · Program service revenue: SUMMER TUITION/FEES

total $1,876,317 · related or exempt $1,876,317
2c · Program service revenue: SUMMER CAMP AND CONFER

total $258,232 · unrelated business $258,232
2f · All other program service revenue

total $575,133 · related or exempt $575,133
3 · Investment income

total $4,459,252 · unrelated business -$23,612 · excluded $4,482,864
6a · Gross rents

real property $145,544
6b · Less rental expenses

real property $0
6c · Rental income or loss

real property $145,544
6d · Net rental income or loss

total $145,544 · excluded $145,544
7a · Gross sales of assets other than inventory

securities $22,544,284 · other assets $392,150
7b · Less cost or other basis and sales expenses

securities $19,391,108 · other assets $1,085,762
7c · Gain or loss

securities $3,153,176 · other assets -$693,612
7d · Net gain or loss

total $2,459,564 · unrelated business $1,030 · excluded $2,458,534
10a · Gross sales of inventory

$424,975
10b · Cost of goods sold

$224,466
10c · Net income from sales of inventory

total $200,509 · excluded $200,509
11a · Other revenue: MISCELLANEOUS

total $15,230 · excluded $15,230
11e · Other revenue, total

$15,230

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $11,683,645 · program services $11,683,645
5 · Compensation of officers, directors and key employees

total $2,101,015 · management and general $1,793,277 · fundraising $307,738
6 · Compensation of disqualified persons

total $15,375 · fundraising $15,375
7 · Other salaries and wages

total $19,595,789 · program services $11,331,050 · management and general $6,548,824 · fundraising $1,715,915
8 · Pension plan contributions

total $1,912,394 · program services $855,682 · management and general $843,700 · fundraising $213,012
9 · Other employee benefits

total $5,468,897 · program services $3,022,058 · management and general $2,164,899 · fundraising $281,940
10 · Payroll taxes

total $1,546,096 · program services $830,190 · management and general $572,908 · fundraising $142,998
11b · Fees: legal

total $114,523 · management and general $114,523
11c · Fees: accounting

total $99,822 · management and general $99,822
11f · Fees: investment management

total $315,780 · management and general $315,780
11g · Fees: other

total $1,866,914 · program services $1,096,477 · management and general $558,689 · fundraising $211,748
12 · Advertising and promotion

total $62,006 · program services $15,439 · management and general $46,567
13 · Office expenses

total $1,007,057 · program services $334,642 · management and general $529,532 · fundraising $142,883
14 · Information technology

total $879,657 · program services $83,636 · management and general $691,307 · fundraising $104,714
16 · Occupancy

total $2,206,344 · program services $1,894,781 · management and general $288,022 · fundraising $23,541
17 · Travel

total $578,708 · program services $249,683 · management and general $193,768 · fundraising $135,257
19 · Conferences, conventions and meetings

total $475,670 · program services $9,181 · management and general $74,915 · fundraising $391,574
20 · Interest

total $2,827,101 · management and general $2,827,101
22 · Depreciation, depletion and amortization

total $6,623,549 · program services $6,045,017 · management and general $552,625 · fundraising $25,907
23 · Insurance

total $864,417 · management and general $864,417
24a · Other expenses: STUDENT ACTIVITIES

total $1,481,690 · program services $1,269,130 · management and general $212,560
24b · Other expenses: PLANT MAINTENANCE

total $1,383,458 · program services $121,512 · management and general $1,257,552 · fundraising $4,394
24c · Other expenses: FOOD/FLOWERS/INVENTORY

total $1,094,600 · program services $1,036,754 · management and general $20,778 · fundraising $37,068
24d · Other expenses: STUDENT TRANSPORTATION

total $506,159 · program services $506,159
24e · All other expenses

total $759,764 · program services $214,884 · management and general $481,026 · fundraising $63,854

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $5,738,813 · end of year $8,589,544
2 · Savings and temporary cash investments

beginning of year $33,204,482 · end of year $33,974,555
3 · Pledges and grants receivable

beginning of year $12,587,616 · end of year $10,556,149
4 · Accounts receivable

beginning of year $6,505,809 · end of year $4,457,558
8 · Inventories for sale or use

beginning of year $516,363 · end of year $531,554
9 · Prepaid expenses and deferred charges

beginning of year $721,418 · end of year $745,631
10a · Land, buildings and equipment: cost or other basis

$222,908,561
10b · Land, buildings and equipment: accumulated depreciation

$118,623,635
10c · Land, buildings and equipment, net

beginning of year $99,883,252 · end of year $104,284,926
11 · Investments: publicly traded securities

beginning of year $140,599,676 · end of year $166,560,041
12 · Investments: other securities

beginning of year $95,344,807 · end of year $114,214,853
17 · Accounts payable and accrued expenses

beginning of year $3,043,408 · end of year $4,264,497
19 · Deferred revenue

beginning of year $15,099,169 · end of year $15,637,162
20 · Tax-exempt bond liabilities

beginning of year $59,531,652 · end of year $58,163,986
21 · Escrow or custodial account liability

beginning of year $434,476 · end of year $622,332
25 · Other liabilities

beginning of year $12,551,008 · end of year $12,910,583
27 · Net assets without donor restrictions

beginning of year $138,995,292 · end of year $167,908,112
28 · Net assets with donor restrictions

beginning of year $165,447,231 · end of year $184,408,139

Mission and programs · 2024

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 628 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 132 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 $39,558,637 · Grants $11,481,870 · Revenue $47,347,433
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 216 NMH SUMMER 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 2024, 15 DIFFERENT COUNTRIES AND 15 STATES WITHIN THE U.S. WERE REPRESENTED. OUR 40 TALENTED FACULTY MEMBERS AND 33 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 $1,041,283 · Grants $201,775 · Revenue $1,876,317

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Monie T HardwickMONIE T HARDWICK

CHAIR OF THE BOARD

Total calculated

$0

Hours/week

3
Peter J MacDonaldPETER J MACDONALD

VICE CHAIR, SECRETARY

Total calculated

$0

Hours/week

3
Josephine M HartJOSEPHINE M HART

TREASURER

Total calculated

$0

Hours/week

3
Jewel Azania AndrewsJEWEL AZANIA ANDREWS

TRUSTEE

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
Arshay CooperARSHAY COOPER

TRUSTEE

Total calculated

$0

Hours/week

3
Bader A El-JeaanBADER A EL-JEAAN

TRUSTEE

Total calculated

$0

Hours/week

3
Alison S ElliottALISON S ELLIOTT

TRUSTEE

Total calculated

$0

Hours/week

3
Mirja C HaffnerMIRJA C HAFFNER

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
Carl D MeyerCARL D MEYER

TRUSTEE

Total calculated

$0

Hours/week

3
Jun Woo ParkJUN WOO PARK

TRUSTEE

Total calculated

$0

Hours/week

3
Edward B PitoniakEDWARD B PITONIAK

TRUSTEE

Total calculated

$0

Hours/week

3
Shannon WeinbergerSHANNON WEINBERGER

TRUSTEE

Total calculated

$0

Hours/week

3
Sally WillisSALLY WILLIS

TRUSTEE

Total calculated

$0

Hours/week

3
Brian H HargroveBRIAN H HARGROVE

HEAD OF SCHOOL

Total calculated

$813,724

From this org

$536,395

From related orgs

$0

Other

$277,329

Hours/week

50

Schedule J breakdown matched by us

Base

$534,895

Bonus

$0

Other

$1,500

Deferred

$33,022

Nontaxable benefits

$244,307

Filer's total

$813,724
Mary McEneanyMARY MCENEANY

CFO/COO

Total calculated

$372,712

From this org

$325,918

From related orgs

$0

Other

$46,794

Hours/week

50

Schedule J breakdown matched by us

Base

$311,564

Bonus

$0

Other

$14,354

Deferred

$30,985

Nontaxable benefits

$15,809

Filer's total

$372,712
Deanna FletcherDEANNA FLETCHER

EXECUTIVE ASSISTANT

Total calculated

$74,521

From this org

$67,821

From related orgs

$0

Other

$6,700

Hours/week

40
Patricia JacksonPATRICIA JACKSON

CHIEF ADVANCEMENT OFFICER

Total calculated

$323,113

From this org

$271,695

From related orgs

$0

Other

$51,418

Hours/week

50

Schedule J breakdown matched by us

Base

$268,555

Bonus

$0

Other

$3,140

Deferred

$26,560

Nontaxable benefits

$24,858

Filer's total

$323,113
Charles TierneyCHARLES TIERNEY

ASSOCIATE HEAD OF SCHOOL

Total calculated

$296,844

From this org

$224,675

From related orgs

$0

Other

$72,169

Hours/week

50

Schedule J breakdown matched by us

Base

$218,584

Bonus

$0

Other

$6,091

Deferred

$22,610

Nontaxable benefits

$49,559

Filer's total

$296,844
Sara RourkeSARA ROURKE

DIRECTOR OF HEALTH SERVICES

Total calculated

$311,590

From this org

$210,251

From related orgs

$0

Other

$101,339

Hours/week

50

Schedule J breakdown matched by us

Base

$209,329

Bonus

$0

Other

$922

Deferred

$21,438

Nontaxable benefits

$79,901

Filer's total

$311,590
Beatriz GarciaBEATRIZ GARCIA

DEAN OF FACULTY

Total calculated

$235,476

From this org

$152,074

From related orgs

$0

Other

$83,402

Hours/week

50

Schedule J breakdown matched by us

Base

$149,885

Bonus

$0

Other

$2,189

Deferred

$15,279

Nontaxable benefits

$68,123

Filer's total

$235,476
Themba FlowersTHEMBA FLOWERS

DIRECTOR OF INFORMATION TECHNOLOGY

Total calculated

$178,812

From this org

$135,789

From related orgs

$0

Other

$43,023

Hours/week

50

Schedule J breakdown matched by us

Base

$135,101

Bonus

$0

Other

$688

Deferred

$14,457

Nontaxable benefits

$28,566

Filer's total

$178,812
Natalie Georges Until 1124NATALIE GEORGES UNTIL 1124

DIRECTOR OF COMMUNICATIONS

Total calculated

$223,839

From this org

$161,199

From related orgs

$0

Other

$62,640

Hours/week

50

Schedule J breakdown matched by us

Base

$120,333

Bonus

$0

Other

$40,866

Deferred

$11,841

Nontaxable benefits

$50,799

Filer's total

$223,839
Jeffrey SeymourJEFFREY SEYMOUR

DIRECTOR OF FACILITIES AND GROUNDS

Total calculated

$160,630

From this org

$146,326

From related orgs

$0

Other

$14,304

Hours/week

40

Schedule J breakdown matched by us

Base

$145,811

Bonus

$0

Other

$515

Deferred

$14,280

Nontaxable benefits

$24

Filer's total

$160,630

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 · Travel for companions
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
4a · Severance or change-of-control payment

Answered no

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
8 · Paid under the initial-contract exception

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, $156,255 CHARLES TIERNEY, $19,669; PATRICIA JACKSON, $15,548; AND BEATRIZ GARCIA, $51,259. TRAVEL IS PROVIDED FOR THE HEAD OF SCHOOL'S SPOUSE. THIS WAS TREATED AS NONTAXABLE INCOME.
PART I, LINE 4A: NATALIE GEORGES'S COMPENSATION REPORTED ON FORM 990 PART VII AND SCHEDULE J INCLUDED $40,256 FOR SEVERANCE; TERMS AND CONDITIONS WERE AS FOLLOWS: SEVERANCE/SEPARATION PAYMENT. THE SEVERANCE IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III).

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 $48,593 · share of assets $999,406 · controlled entity

Directly controlled by NORTHFIELD MOUNT HERMON SCHOOL
CHARITABLE REMAINDER UNITRUST (1)

T · SUPPORT · NY · 50% owned

Directly controlled by NMH
TRUST UNDER AGREEMENT (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 (7)

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

Directly controlled by NMH
POOLED INCOME FUND (6)

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

Directly controlled by NMH

Provenance

Return type: form_990
Tax year: 2024
Filed: 16 April 2026
IRS schema version: 2024v5.5
Source object: 202641129349301959

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