2016-02-10T09:09:52-06:00 2015-08-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2014-09-01 050270487 THE WINCHENDON SCHOOL INC WINC 9782971223 172 ASH STREET WINCHENDON MA 01475 GLENN A HUNT PRESIDENT 9782971223 2016-02-06 1 JOHN TOSCANO P00358542 9592007000 2014 2016-08-17 19:52:53Z JOHN A KERNEY 172 ASH STREET WINCHENDON MA 01475 22585887 0 X WWW.WINCHENDON.ORG X 1962 MA TO PROVIDE EDUCATIONAL SERVICES IN PREPARING YOUNG MEN AND WOMEN FOR HIGHER EDUCATION. 19 18 157 0 493409 -213656 1077013 671792 12539869 12930252 1980097 1839023 596381 515787 16193360 15956854 2640863 2753207 0 0 6220770 6238148 0 19701 631257 4834174 5345713 13695807 14356769 2497553 1600085 63379809 63797392 19069704 20079078 44310105 43718314 THE WINCHENDON SCHOOL, A COEDUCATIONAL MULTICULTURAL COMMUNITY, PROVIDES COLLEGE-BOUND STUDENTS OF GOOD CHARACTER AND PROMISE WITH THE ESSENTIAL STUDY SKILLS AND LEARNING STRATEGIES THAT PROPEL EACH STUDENT TO ACHIEVE ACADEMIC SUCCESS. 0 0 11373561 2753207 12895737 TO PROVIDE EDUCATIONAL SERVICES IN PREPARING APPROXIMATELY 250 YOUN MEN AND WOMEN FOR HIGHER EDUCATION. 11373561 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 34 0 1 157 1 1 1 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X KAREN OLIVARI FINANCE DIRECTOR 9782971223 172 ASH STREET WINCHENDON MA 01475 JOHN A KERNEY HEAD OF SCHOOL 55.00 X X 209018 0 36527 GLENN A HUNT PRESIDENT 5.00 X X 0 0 0 CHRISTOPHER K FRAME VICE PRESIDENT 5.00 X X 0 0 0 GEORGE J LADEAU CLERK 5.00 X X 0 0 0 COLIN CLAPTON TREASURER 5.00 X X 0 0 0 GREGG ANDERSON TRUSTEE 5.00 X 0 0 0 D CANE CALLON TRUSTEE 5.00 X 0 0 0 MANUEL CARBALLO TRUSTEE 5.00 X 0 0 0 JOSEPH T DOCKERY TRUSTEE 5.00 X 0 0 0 GEORGE ELKINS OUTGOING TRUSTEE 5.00 X 0 0 0 EMILIE K HINMAN TRUSTEE 5.00 X 0 0 0 JOHN HIPP TRUSTEE 5.00 X 0 0 0 TRACY MATHIEU HUFFMAN TRUSTEE 5.00 X 0 0 0 JERRY LARSON TRUSTEE 5.00 X 0 0 0 SEAN M MURPHY TRUSTEE 5.00 X 0 0 0 TERRY NATHAN OUTGOING TRUSTEE 5.00 X 0 0 0 DONNA RITCHIE TRUSTEE 5.00 X 0 0 0 VINNIE RUSCHIONI TRUSTEE 5.00 X 0 0 0 ASMA TAHIR MD OUTGOING TRUSTEE 5.00 X 0 0 0 ROBERT VAN GULICK TRUSTEE 5.00 X 0 0 0 PETER VILLARI TRUSTEE 5.00 X 0 0 0 GAIL WHIPPLE TRUSTEE 5.00 X 0 0 0 PAMELA BLAIR ASS'T HEAD OF SCHOOL FOR ACADEMIC EXCELLENCE 55.00 X 106568 0 27148 315586 0 63675 2 0 1 0 F W MADIGAN CONTRACTING 367 CHANDLER ST WORCESTER MA 01602 CONSTRUCTION 1741960 SAGE DINING SERVICES 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 DINING SERVICES 1008048 GOGUEN CONSTRUCTION 305 LANCASTER STREET LEOMINSTER MA 01453 CONSTRUCTION 289290 BRIAN DONNELL CONSTRUCTION PO BOX 602 LANCASTER MA 01523 CONSTRUCTION 264448 JAMES VARTANIAN CONSULTING & CONTRACTING 29 SNOWY OWL LANE WORCESTER MA 01605 HVAC 110111 6 671792 671792 TUITION & FEES 611710 12603010 12603010 SUMMER SCHOOL & CAMPS 611710 327242 292727 34515 12930252 629649 629649 7820307 18100 5894611 734422 1925696 -716322 1209374 1209374 GREENS FEES AND CART RENTAL 713910 164788 164788 ICE RINK RENTAL 713990 119826 119826 GOLF COURSE MEMBERSHIP 713910 112254 112254 118919 62026 56893 515787 15956854 12895737 493409 1895916 2753207 2753207 256700 141185 77010 38505 4412582 3404026 714198 294358 210226 164191 33002 13033 966759 738308 162139 66312 391881 299887 66854 25140 49150 49150 19701 19701 121344 121344 67357 17765 49592 59806 17748 13882 28176 157469 37599 119870 110650 78097 21702 10851 957793 886736 63951 7106 148776 45071 63116 40589 218834 164126 54708 1317601 1185841 118584 13176 187335 187335 FOOD SERVICE AND RELATE 967349 967349 ADMINISTRATIVE 243846 243846 EDUCATIONAL EXPENSES AN 186379 186379 ADMISSIONS DEPARTMENTAL 173649 173649 378375 286046 18019 74310 14356769 11373561 2351951 631257 3099443 2791093 3089798 2840148 416006 212294 1790056 1608892 22895 22707 16714 9975 266455 255076 39118845 11250934 27815108 27867911 26810609 28120485 52725 68811 63379809 63797392 1952838 542423 9102606 9724555 7674297 9139377 339963 672723 19069704 20079078 X 42622139 41651363 539098 803677 1148868 1263274 44310105 43718314 63379809 63797392 1600085 -2191876 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1234460 246456 3998 12000 1472914 910581 173299 156580 6000 1234460 668401 144451 97729 910581 491039 104106 73256 668401 249991 170385 70663 491039 0.00000 0.76400 0.23600 0 0 803218 803218 35703260 9992157 25711103 1625248 808013 817235 987119 450764 536355 27867911 CUSTODIAL LIABILITIES 672723 672723 X 10890427 -2191876 -2753207 -4945083 15835510 121344 121344 15956854 11482218 0 11482218 121344 2753207 2874551 14356769 PART V, LINE 4: EARNINGS FROM THE SCHOOL'S ENDOWMENT FUNDS ARE TO BE USED TO SUPPORT FINANCIAL AID AND GENERAL OPERATING EXPENDITURES OF THE SCHOOL THROUGH ANNUAL DISCRETIONARY APPROPRIATIONS AUTHORIZED BY THE BOARD OF TRUSTEES. PART X, LINE 2: THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS AT AUGUST 31, 2015. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2012 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -2,753,207. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,753,207. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY PUBLICIZED IS POSTED IN RINK, HUMAN RESOURCE, FACULTY ROOM AND MAINTENANCE ROOMS. EAST ASIA AND THE PACIFIC 0 0 STUDENT PLACEMENT 47000 RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 STUDENT PLACEMENT 4000 0 0 0 0 0 0 51000 0 51000 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL BASIS OF ACCOUNTING X X X X 1 MARTS & LUNDY INC 1200 WALL STREET LYNDHURST NJ 07071 CAMPAIGN READINESS ASSESSMENT 0 0 19701 -19701 19701 -19701 MA 1 FINANCIAL AID 109 2753207 CASH VALUE TUITION DISCOUNT PART I, LINE 2: FINANCIAL AID AWARDS ARE DETERMINED BY THE FINANCIAL NEED OF THE FAMILY, BASED ON A FAMILY'S INCOME AND EXPENSES, ASSETS AND DEBTS, NUMBER OF FAMILY MEMBERS, COST OF LIVING INDEX, ETC, AND AS ESTABLISHED BY AN INDEPENDENT ORGANIZATION USED BY MOST PRIVATE SCHOOLS (SCHOOL AND STUDENT SERVICE (SSS) BY NAIS). IF THE STUDENT DOES NOT CONSISTENTLY MEET EXPECTATIONS OR IF THE FAMILY'S FINANCIAL CIRCUMSTANCE IMPROVES OVER THE STUDENT'S TENURE AT OUR SCHOOL, THEN THE AWARD WILL BE MODIFIED TO REFLECT THE FINANCIAL NEED OF THE FAMILY. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOHN A KERNEY HEAD OF SCHOOL 208880 0 0 0 138 0 19828 0 16699 0 245545 0 0 0 PART I, LINE 1A HOUSING IS PROVIDED TO THE HEAD OF SCHOOL AS A CONDITION OF HIS EMPLOYMENT, IN ORDER TO EFFECTIVELY PERFORM HIS DUTIES AS THE HEAD OF A BOARDING SCHOOL. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2013-09-17 9500000 REFINANCE 2010 ISSUE AND FINANCE CONSTRUCTION OF ACADEMIC AND DINING CENTER 0 0 0 A 360623 9500000 34500 6087126 3378374 2014 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 MARILY KERNEY HEAD OF SCHOOL'S SPOUSE 23400 ADMINISTRATIVE ASSISTANCE, INCLUDING COORDINATION OF TRAVEL SCHEDULES, DEVELOPMENT AND ALUMNI VISITS, DOCUMENTATION OF BOARD MEETINGS, EVENTS AND EVENT HOSTESS. 0 FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED RETURN IS FIRST REVIEWED BY MANAGEMENT AND THE BOARD CLERK, TREASURER AND PRESIDENT. THE FINAL DRAFT OF THE RETURN IS THEN MADE AVAILABLE TO THE FULL BOARD FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C EACH PERSON SHALL ANNUALLY COMPLETE AND SIGN A DISCLOSURE STATEMENT AND GIVE THE STATEMENT TO THE PRESIDENT OF THE CORPORATION, OR HIS/HER DESIGNEE. THE DISCLOSURE STATEMENTS SHALL BE MADE AVAILABLE UPON REQUEST OF ANY PERSON. INFORMATION ABOUT CONFLICTS CONTAINED IN SUCH STATEMENTS SHALL BE DISTRIBUTED PERIODICALLY TO PERSONS, IN THE DISCRETION OF THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS HIRE AND PERFORM AN ANNUAL PERFORMANCE REVIEW AND SET GOALS WITH THE HEAD OF SCHOOL. COMPENSATION IS SET ACCORDINGLY AND ALSO CONSIDERS COMPARATIVE DATA FROM OTHER SIMILAR INSTITUTIONS. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THE SCHOOL'S OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR.