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Nonprofiteer
← NORTHFIELD MOUNT HERMON SCHOOL

Form 990 for tax year 2023

Filed by NORTHFIELD MOUNT HERMON SCHOOL.

Totals

Total revenue
$107,338,509
Total expenses
$62,626,721
Contributions and grants received
$48,870,340
Grants paid
$10,942,064
Program service revenue
$47,636,065
Investment income
$9,634,124
Other revenue
$1,197,980
Total assets, end of year
$395,102,236
Total liabilities, end of year
$90,659,713
Net assets or fund balances, end of year
$304,442,523
Program services expenses (Part IX)
$39,328,409
Management and general expenses
$19,646,291
Fundraising expenses
$3,652,021
Program service expenses (Part III)
$39,328,409

Program services were 62.8% 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

    $48,870,340

  • 1g · Noncash contributions included above

    $1,882,029

  • 2a · Program service revenue: SCHOOL YEAR TUITION

    total $45,208,218 · related or exempt $45,208,218

  • 2b · Program service revenue: SUMMER TUITION/FEES

    total $1,973,163 · related or exempt $1,973,163

  • 2c · Program service revenue: SUMMER CAMP AND CONFER

    total $271,909 · unrelated business $271,909

  • 2f · All other program service revenue

    total $182,775 · related or exempt $182,775

  • 3 · Investment income

    total $5,251,627 · unrelated business -$35,378 · excluded $5,287,005

  • 6a · Gross rents

    real property $123,264

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $123,264

  • 6d · Net rental income or loss

    total $123,264 · excluded $123,264

  • 7a · Gross sales of assets other than inventory

    securities $12,269,555 · other assets $16,819

  • 7b · Less cost or other basis and sales expenses

    securities $7,887,658 · other assets $16,219

  • 7c · Gain or loss

    securities $4,381,897 · other assets $600

  • 7d · Net gain or loss

    total $4,382,497 · unrelated business $1,618 · excluded $4,380,879

  • 10a · Gross sales of inventory

    $391,817

  • 10b · Cost of goods sold

    $233,250

  • 10c · Net income from sales of inventory

    total $158,567 · related or exempt $158,567

  • 11a · Other revenue: EVERSOURCE SOLAR CREDI

    total $589,496 · related or exempt $589,496

  • 11b · Other revenue: MISCELLANEOUS

    total $326,653 · related or exempt $326,653

  • 11e · Other revenue, total

    $916,149

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $10,942,064 · program services $10,942,064

  • 5 · Compensation of officers, directors and key employees

    total $1,892,521 · management and general $1,608,048 · fundraising $284,473

  • 6 · Compensation of disqualified persons

    total $15,375 · fundraising $15,375

  • 7 · Other salaries and wages

    total $18,832,974 · program services $11,024,767 · management and general $6,237,204 · fundraising $1,571,003

  • 8 · Pension plan contributions

    total $1,943,102 · program services $909,476 · management and general $837,811 · fundraising $195,815

  • 9 · Other employee benefits

    total $5,568,570 · program services $3,140,176 · management and general $2,129,978 · fundraising $298,416

  • 10 · Payroll taxes

    total $1,493,039 · program services $806,029 · management and general $554,723 · fundraising $132,287

  • 11b · Fees: legal

    total $337,048 · management and general $337,048

  • 11c · Fees: accounting

    total $125,214 · management and general $125,214

  • 11f · Fees: investment management

    total $315,735 · management and general $315,735

  • 11g · Fees: other

    total $559,527 · program services $146,293 · management and general $210,741 · fundraising $202,493

  • 12 · Advertising and promotion

    total $81,042 · program services $5,766 · management and general $75,276

  • 13 · Office expenses

    total $971,901 · program services $287,754 · management and general $515,160 · fundraising $168,987

  • 14 · Information technology

    total $824,042 · program services $54,658 · management and general $622,388 · fundraising $146,996

  • 16 · Occupancy

    total $2,315,855 · program services $2,027,836 · management and general $267,364 · fundraising $20,655

  • 17 · Travel

    total $656,311 · program services $189,596 · management and general $223,147 · fundraising $243,568

  • 19 · Conferences, conventions and meetings

    total $314,473 · program services $14,110 · management and general $48,425 · fundraising $251,938

  • 20 · Interest

    total $3,162,926 · management and general $3,162,926

  • 22 · Depreciation, depletion and amortization

    total $6,595,021 · program services $6,024,784 · management and general $544,701 · fundraising $25,536

  • 23 · Insurance

    total $781,413 · management and general $781,413

  • 24a · Other expenses: FOOD/FLOWERS/INVENTORY

    total $1,382,498 · program services $1,367,919 · fundraising $14,579

  • 24b · Other expenses: PLANT MAINTENANCE

    total $1,196,562 · program services $660,678 · management and general $516,484 · fundraising $19,400

  • 24c · Other expenses: STUDENT ACTIVITIES

    total $1,168,850 · program services $1,070,507 · management and general $98,343

  • 24d · Other expenses: STUDENT TRANSPORTATION

    total $422,205 · program services $422,205

  • 24e · All other expenses

    total $728,453 · program services $233,791 · management and general $434,162 · fundraising $60,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,726,062 · end of year $35,638,813

  • 2 · Savings and temporary cash investments

    beginning of year $15,532,294 · end of year $3,304,482

  • 3 · Pledges and grants receivable

    beginning of year $9,792,720 · end of year $12,587,616

  • 4 · Accounts receivable

    beginning of year $5,803,803 · end of year $6,505,809

  • 8 · Inventories for sale or use

    beginning of year $472,269 · end of year $516,363

  • 9 · Prepaid expenses and deferred charges

    beginning of year $596,857 · end of year $721,418

  • 10a · Land, buildings and equipment: cost or other basis

    $214,900,968

  • 10b · Land, buildings and equipment: accumulated depreciation

    $115,017,716

  • 10c · Land, buildings and equipment, net

    beginning of year $100,514,593 · end of year $99,883,252

  • 11 · Investments: publicly traded securities

    beginning of year $105,623,816 · end of year $140,599,676

  • 12 · Investments: other securities

    beginning of year $87,057,825 · end of year $95,344,807

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,301,894 · end of year $3,043,408

  • 19 · Deferred revenue

    beginning of year $15,871,206 · end of year $15,099,169

  • 20 · Tax-exempt bond liabilities

    beginning of year $60,837,318 · end of year $59,531,652

  • 21 · Escrow or custodial account liability

    beginning of year $419,211 · end of year $434,476

  • 25 · Other liabilities

    beginning of year $14,567,173 · end of year $12,551,008

  • 27 · Net assets without donor restrictions

    beginning of year $93,274,965 · end of year $138,995,292

  • 28 · Net assets with donor restrictions

    beginning of year $145,848,472 · end of year $165,447,231

Mission and programs · 2023

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 632 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 $38,404,847 · Grants $10,692,839 · Revenue $46,465,709

  • 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 240 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 2023, 19 DIFFERENT COUNTRIES AND 18 STATES WITHIN THE U.S. WERE REPRESENTED. OUR 30 TALENTED FACULTY MEMBERS AND 30 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 $923,562 · Grants $249,225 · Revenue $1,973,163

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mariah D Calagione

    TRUSTEE/CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Stephen W Gauster

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Shannon Weinberger

    TRUSTEE/SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Justin Wai

    TRUSTEE/TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Jewel Azania Andrews

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Tiffani R Brown

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • David B Cade

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Bader A El-Jeaan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Alison S Elliott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Mirja C Haffner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Monie T Hardwick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Josephine M Hart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Theresa M Jacobs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Jay M Kaplan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Charles A Knirsch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Audrey G Kubie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Alex Lotocki De Veligost

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Peter J MacDonald

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Carl D Meyer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Andrew P Ness

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Edward B Pitoniak

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Brian H Hargrove

    HEAD OF SCHOOL

    Total calculated
    $763,223
    From this org
    $525,009
    From related orgs
    $0
    Other
    $238,214
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $523,509
    Bonus
    $0
    Other
    $1,500
    Deferred
    $30,011
    Nontaxable benefits
    $208,203
    Filer's total
    $763,223

  • Mary McEneany

    COO/CFO

    Total calculated
    $335,894
    From this org
    $300,524
    From related orgs
    $0
    Other
    $35,370
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $297,836
    Bonus
    $0
    Other
    $2,688
    Deferred
    $28,131
    Nontaxable benefits
    $7,239
    Filer's total
    $335,894

  • Deanna Fletcher

    VICE SECRETARY

    Total calculated
    $68,003
    From this org
    $65,699
    From related orgs
    $0
    Other
    $2,304
    Hours/week
    40

  • Patricia Jackson

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $317,496
    From this org
    $254,323
    From related orgs
    $0
    Other
    $63,173
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $252,019
    Bonus
    $0
    Other
    $2,304
    Deferred
    $12,883
    Nontaxable benefits
    $50,290
    Filer's total
    $317,496

  • Charles Tierney

    ASSISTANT HEAD OF SCHOOL

    Total calculated
    $281,031
    From this org
    $226,189
    From related orgs
    $0
    Other
    $54,842
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $224,047
    Bonus
    $0
    Other
    $2,142
    Deferred
    $21,901
    Nontaxable benefits
    $32,941
    Filer's total
    $281,031

  • Claude Anderson

    DEAN OF ENROLLMENT

    Total calculated
    $238,611
    From this org
    $198,233
    From related orgs
    $0
    Other
    $40,378
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,488
    Bonus
    $0
    Other
    $2,745
    Deferred
    $11,029
    Nontaxable benefits
    $29,349
    Filer's total
    $238,611

  • Sara Rourke

    DOCTOR

    Total calculated
    $331,456
    From this org
    $203,412
    From related orgs
    $0
    Other
    $128,044
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $202,526
    Bonus
    $0
    Other
    $886
    Deferred
    $19,918
    Nontaxable benefits
    $108,126
    Filer's total
    $331,456

  • Beatriz Garcia

    DEAN OF FACULTY

    Total calculated
    $220,187
    From this org
    $149,226
    From related orgs
    $0
    Other
    $70,961
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $147,275
    Bonus
    $0
    Other
    $1,951
    Deferred
    $14,604
    Nontaxable benefits
    $56,357
    Filer's total
    $220,187

  • Martha Neubert

    DEAN OF EQUITY & SOCIAL JUSTICE

    Total calculated
    $208,496
    From this org
    $126,697
    From related orgs
    $0
    Other
    $81,799
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $119,386
    Bonus
    $0
    Other
    $7,311
    Deferred
    $17,641
    Nontaxable benefits
    $64,158
    Filer's total
    $208,496

  • Jeff Seymour

    DIRECTOR OF PLANT FACILITIES

    Total calculated
    $146,284
    From this org
    $141,386
    From related orgs
    $0
    Other
    $4,898
    Hours/week
    50

  • Themba Flowers

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $161,057
    From this org
    $123,468
    From related orgs
    $0
    Other
    $37,589
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $122,849
    Bonus
    $0
    Other
    $619
    Deferred
    $15,938
    Nontaxable benefits
    $21,651
    Filer's total
    $161,057

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

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
  • 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, $147,415 CHARLES TIERNEY, $18,361; PATRICIA JACKSON, $43,799; BEATRIZ GARCIA, $43,959; CLAUDE ANDERSON, $22,451; THEMBA FLOWERS $7,586. TRAVEL IS PROVIDED FOR THE HEAD OF SCHOOL'S SPOUSE. THIS WAS TREATED AS NONTAXABLE INCOME.

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 $54,081 · share of assets $953,426 · controlled entity

    Directly controlled by NMH

  • CHARITABLE REMAINDER UNITRUST (1)

    T · SUPPORT · NY · 50% 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 (7)

    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
2023
Filed
10 April 2025
IRS schema version
2023v6.0
Source object
202511009349301226

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