2026-01-16T12:52:08-06:00 2025-06-30 020327524 NATHAN WECHSLER & COMPANY PA 70 COMMERCIAL ST 4TH FLOOR CONCORD NH 03301 990 2024-07-01 020147630 HOLDERNESS SCHOOL HOLD 6035361748 CHAPEL LANE PO BOX 1879 PLYMOUTH NH 032641879 WALTER SCHAEFFLER CFO 6035361748 2026-01-15 1 1 ORESTE J MOSCA P00366101 6032245357 2026-01-15 2024 2025-03-06 01:10:19Z WALTER SCHAEFFLER CHAPEL LANE PO BOX 1879 PLYMOUTH NH 032641879 38185867 0 X HTTP://WWW.HOLDERNESS.ORG/ X 1879 NH A TRADITIONAL INDEPENDENT CO-ED BOARDING SCHOOL SERVING STUDENTS IN GRADES 9-12. 28 28 144 28 0 0 2395005 4718274 22932087 24135028 1844317 1518353 0 0 27171409 30371655 5006124 5297819 0 0 13324478 13793418 0 65110 2632979 11781865 11492656 30112467 30649003 -2941058 -277348 156958028 165155561 21224646 20634252 135733382 144521309 HOLDERNESS SCHOOL FOSTERS EQUALLY THE RESOURCES OF THE MIND, BODY, AND SPIRIT IN THE CREATION OF A CARING COMMUNITY, INSPIRING ALL TO WORK FOR THE BETTERMENT OF HUMANKIND AND GOD'S CREATION. 0 0 24296964 5297819 24135028 LOCATED IN PLYMOUTH, NEW HAMPSHIRE, HOLDERNESS SCHOOL IS A TRADITIONAL INDEPENDENT CO-ED BOARDING SCHOOL WITH AN ENROLLMENT OF 312. SERVING GRADES 9-12, HOLDERNESS SCHOOL PROVIDES A CHALLENGING COLLEGE PREPARATORY CURRICULUM AND SPECIAL PROGRAMS IN ACADEMICS, THE ARTS, THE OUTDOORS, STUDENT LEADERSHIP, AND ATHLETICS INCLUDING WINTER SPORTS. HOLDERNESS SCHOOL FOSTERS EQUALLY THE RESOURCES OF THE MIND, BODY, AND SPIRIT IN THE CREATION OF A CARING COMMUNITY, INSPIRING ALL TO WORK FOR THE BETTERMENT OF HUMANKIND AND GOD'S CREATION. 24296964 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 102 1 1 144 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X X WALTER SCHAEFFLER 6035361748 THE HOLDERNESS SCHOOL PLYMOUTH NH 03264 GINNY RAMIREZ-DEL TORO MEMBER OF BOARD 2.00 X 0 0 0 ROBERT KINSLEY MEMBER OF BOARD 2.00 X 0 0 0 ANNE LOMPO MEMBER OF BOARD 2.00 X 0 0 0 LISA GLAHN MEMBER OF BOARD 2.00 X 0 0 0 PHILIP KISTLER MEMBER OF BOARD 2.00 X 0 0 0 CJ VINCENT MEMBER OF BOARD 2.00 X 0 0 0 JIM BYRNE MEMBER OF BOARD 2.00 X 0 0 0 KAT ALFOND MEMBER OF BOARD 2.00 X 0 0 0 CHRISTOPHER DAVENPORT MEMBER OF BOARD 2.00 X 0 0 0 CHRISTOPER MARTIN MEMBER OF BOARD 2.00 X 0 0 0 SIMON PARMETT MEMBER OF BOARD 2.00 X 0 0 0 CECILY CUSHMAN MEMBER OF BOARD 2.00 X 0 0 0 SEAN MCGRAW MEMBER OF BOARD 2.00 X 0 0 0 RICHARD VIEIRA TREASURER 2.00 X X 0 0 0 ANDREW DAVIS MEMBER OF BOARD 2.00 X 0 0 0 PAUL JOHN FERRI MEMBER OF BOARD 2.00 X 0 0 0 JOE MILES MEMBER OF BOARD 2.00 X 0 0 0 SUNG YOU MEMBER OF BOARD 2.00 X 0 0 0 NELL REYNOLDS MEMBER OF BOARD 2.00 X 0 0 0 WENDY MCADAM MEMBER OF BOARD 2.00 X 0 0 0 CLARISSA LEE MEMBER OF BOARD 2.00 X 0 0 0 MORGAN WHEELOCK MEMBER OF BOARD 2.00 X 0 0 0 COURTNEY PESCHEL MEMBER OF BOARD 2.00 X 0 0 0 ROBERT HIRSCHFELD MEMBER OF BOARD 2.00 X 0 0 0 MIKE MURCHIE MEMBER OF BOARD 2.00 X 0 0 0 JOHN HAYES CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 CHRIS KEATING SECRETARY 2.00 X X 0 0 0 KARYN CAMPBELL MEMBER OF BOARD 2.00 X 0 0 0 JOHN MCVEIGH HEAD OF SCHOOL 60.00 X 503504 0 74633 WALTER SCHAEFFLER CHIEF FINANCIAL OFFICER 60.00 X 289280 0 132419 MARK STURGEON EXECUTIVE DIRECTOR OF ADVA 40.00 X 216440 0 49082 DAVID FLYNN DIR. OF ADMISSIONS 40.00 X 157660 0 43553 TOBI PFENNINGER ASSOC HEAD OF SCHOOL 40.00 X 190369 0 75056 BRUCE BARTON ASSISTANT DIRECTOR OF LEAD 40.00 X 127445 0 32150 ANTHONY LEMENAGER DIRECTOR OF FACILITIES 40.00 X 140020 0 33277 KATHLEEN KIME DIRECTOR OF MAJOR GIFTS 40.00 X 140320 0 13471 BENJAMIN DRUMMOND DIRECTOR OF SNOW SPORTS 40.00 X 128380 0 40338 DARREN MOORE DIRECTOR OF ANNUAL FUND 40.00 X 120220 0 31392 2013638 0 525371 10 0 1 0 KNOWER ACADEMICS LLC 50 HIGHLAND STREET PLYMOUTH NH 03264 TUTORING 624470 NORTH BRANCH CONSTRUCTION LLC 76 OLD TURNPIKE RD CONCORD NH 03301 CONSTRUCTION 581930 NORTH COUNTRY PROCUREMENT INC 2150 CANDIA RD MANCHESTER NH 03109 PROCUREMENT 145695 HONEYWELL BUILDING SOLUTIONS 915 HOLT AVE MANCHESTER NH 03109 FACILITIES MANAGEMENT/MAINTENANCE SERVIC 135630 BLACKBAUD INC 65 FAIRCHILD ST CHARLESTON SC 29492 SOFTWARE/IT 127359 5 4718274 180080 4718274 TUITION AND FEES 900099 22740900 22740900 SCHOOL ACTIVITY REVENUE 900099 729199 729199 SUMMER PROGRAM REVENUE 900099 664929 664929 24135028 1152209 1152209 8172456 7900 7814212 0 358244 7900 366144 366144 30371655 24135028 0 1518353 X 5297819 5297819 1654152 805803 579155 269194 8573069 6200023 1160817 1212229 662596 524118 59174 79304 2229441 1692946 271371 265124 674160 496172 94093 83895 21895 21895 69662 69662 65110 65110 642880 642880 158091 23129 67481 67481 296565 70949 33559 192057 553601 514543 30835 8223 2480711 2305693 138173 36845 369922 112506 119068 138348 54699 10940 41024 2735 420400 388450 25224 6726 4058160 3749739 243490 64931 RESIDENTIAL SERVICES 750672 750672 SUPPLIES 376418 114482 121159 140777 ATHLETICS 331017 331017 FACULTY RELATED 324526 324526 583437 583437 30649003 24296964 3719060 2632979 950 416 11155064 12863495 794870 1290746 90196 111734 145842 132601 261112 340394 100291079 37789488 64359781 62501591 76734238 84172470 3415975 3742114 156958028 165155561 1033970 1290036 5682250 5148474 14408216 14195742 100210 0 21224646 20634252 X 73801490 74640394 61931892 69880915 135733382 144521309 156958028 165155561 -277348 8739137 326138 0 X X 0 1 X 1 0 X 4246187 7714152 5411931 2395005 4718274 24485549 4246187 7714152 5411931 2395005 4718274 24485549 1317463 23168086 842229 972994 929974 1227458 1152199 5124854 29610403 108558954 0.78240 0.70480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77280877 571519 9278693 1268956 972881 349974 84539278 68044090 283129 8443013 1213578 -2063380 339157 77280877 61804719 2650221 5625355 1169543 537913 328749 68044090 69040399 428445 -5495217 1084545 777895 306468 61804719 53941796 251658 16957914 1052786 757628 300555 69040399 0.25853 0.32955 0.41192 0 0 1446004 1446004 88688974 32606350 56082624 9404826 5183138 4221688 751275 751275 62501591 X 33148002 8739137 8739137 24408865 642880 5319910 5962790 30371655 24559735 0 24559735 642880 5446388 6089268 30649003 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS ARE COMPRISED OF THE ORIGINAL VALUE OF GIFTS AND ALL SUBSEQUENT GIFTS DONATED TO THE PERMANENT ENDOWMENT TO BE USED PRIMARILY FOR SCHOLARSHIPS, FACULTY ENRICHMENT, AND PLANT MAINTENANCE. TERM AND BOARD DESIGNATED ENDOWMENT FUNDS ARE TO BE USED FOR VARIOUS PURPOSES SIMILAR TO THOSE OF THE PERMANENT ENDOWMENT FUNDS. PART X, LINE 2: THE SCHOOL HAS ADOPTED THE PROVISIONS OF FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ACCORDINGLY, MANAGEMENT HAS EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS, DOES NOT HAVE ANY SIGNIFICANT UNRELATED BUSINESS INCOME AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL OR STATE TAX AUTHORITIES FOR TAX YEARS BEFORE 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: ASSISTANCE TO INDIV (SHOWN NET AGAINST PROGRAM SVC REVENUE ON FINANCIAL REP) 5,297,819. PRE-CONSTRUCTION EXPENSE 22,091. PART XII, LINE 4B - OTHER ADJUSTMENTS: ASSISTANCE TO INDIV (SHOWN NET AGAINST PROGRAM SVC REVENUE ON FINANCIAL REP) 5,297,819. CHANGE IN BAD DEBT EXPENSE 126,478. PRE-CONSTRUCTION EXPENSE 22,091. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL INCLUDES THIS IN ITS SCHOOL HANDBOOK. IN ADDITION, THE SCHOOL PUBLISHES THIS INFORMATION IN NEWSPAPERS THROUGH THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND. X X X X X 1 COUNTRY CONSULTING GROUP 32 ADAMS RD JACKSON NH 03846 FUNDRAISING CONSULTING 0 0 48000 -48000 HURON CONSULTING 225 FRANKLIN STREET SUITE 2010 BOSTON MA 02110 FUNDRAISING CONSULTING 0 0 17110 -17110 65110 -65110 NH 1 FINANCIAL AID TO STUDENTS 118 5297819 FAIR MARKET VALUE TUITION REDUCTION PART I, LINE 2: FINANCIAL AID ASSISTANCE THAT IS AWARDED TO INDIVIDUAL STUDENTS WHO ATTEND THE SCHOOL IS APPLIED DIRECTLY TO EACH STUDENT'S TUITION ACCOUNT, THUS USED FOR TUITION PURPOSES ONLY. X 1 0 X X X X 0 1 0 0 0 0 0 0 0 JOHN MCVEIGH HEAD OF SCHOOL 503504 0 0 0 0 0 44948 0 29685 0 578137 0 0 0 WALTER SCHAEFFLER CHIEF FINANCIAL OFFICER 287700 0 1580 0 0 0 102734 0 29685 0 421699 0 0 0 MARK STURGEON EXECUTIVE DIRECTOR OF ADVA 215150 0 1290 0 0 0 19531 0 29551 0 265522 0 0 0 TOBI PFENNINGER ASSOC HEAD OF SCHOOL 187369 0 3000 0 0 0 54298 0 20758 0 265425 0 0 0 DAVID FLYNN DIR. OF ADMISSIONS 156650 0 1010 0 0 0 14226 0 29327 0 201213 0 0 0 ANTHONY LEMENAGER DIRECTOR OF FACILITIES 139050 0 970 0 0 0 12648 0 20629 0 173297 0 0 0 BENJAMIN DRUMMOND DIRECTOR OF SNOW SPORTS 126240 0 2140 0 0 0 11378 0 28960 0 168718 0 0 0 BRUCE BARTON ASSISTANT DIRECTOR OF LEAD 124175 0 3270 0 0 0 11588 0 20562 0 159595 0 0 0 KATHLEEN KIME DIRECTOR OF MAJOR GIFTS 139350 0 970 0 0 0 12650 0 821 0 153791 0 0 0 DARREN MOORE DIRECTOR OF ANNUAL FUND 119450 0 770 0 0 0 10837 0 20555 0 151612 0 0 0 PART I, LINE 1A ON CAMPUS HOUSING IS PROVIDED FOR THE HEAD OF SCHOOL AND OTHER FACULTY MEMBERS WHO ALL HAVE IN-HOUSE RESIDENT RESPONSIBILITIES AND FOR THE CONVENIENCE OF HOLDERNESS SCHOOL. A NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY 020279866 2012-03-01 4500000 RENOVATION AND FURNISHING OF CAMPUS BUILDINGS 0 0 0 B NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY 020279866 2014-04-23 4500000 CAPITAL EXPENDITURES FOR CAMPUS BIOMASS SYSTEM 0 0 0 A 4500000 4500000 2011 0 0 1 1 B 4500000 4500000 2015 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 A 1 B 1 CANDICE MCVEIGH SPOUSE OF JOHN MCVEIGH, HEAD OF SCHOOL 12000 EMPLOYMENT FOR THE ORGANIZATION'S TAX YEAR 0 X 2008 FMV ON DONATION DATE X 24 172822 FMV ON DONATION DATE X SKI GOGGLES 50 3850 COST X GOLF BAGS 1 1250 COST X GAS MILEAGE AND DRINKS FOR EVENT 1 144 COST X CORNHOLE GAME, END TABLE, AND WINE RACK 1 1 COST X US NAVY YEARBOOK 1 1 COST X SENIOR PROJECT CANOE 1 1 COST X USE OF BARN 1 1 COST X YAMAHA CLAVINOVA 1 1 COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE SCHOOL'S FORM 990 IS REVIEWED AND APPROVED BY THE FULL BOARD (INCLUDING OFFICERS) AT THEIR BOARD MEETING, PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE IS ANNUALLY DISTRIBUTED TO ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF THE SCHOOL IN THE FALL. THESE ARE REVIEWED BY THE AUDIT AND FINANCE COMMITTEE AT THEIR OCTOBER MEETING AND ANY CONFLICTS WHICH MIGHT BE CONSIDERED SERIOUS ARE BROUGHT TO THE BOARD'S ATTENTION AT ITS NEXT MEETING FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS DIRECTED THE HEAD OF SCHOOL TO HIRE AND COMPENSATE THE SENIOR MANAGEMENT BASED ON INDUSTRY BENCHMARK & PERFORMANCE EVALUATION AND REPORT BACK TO THE COMPENSATION COMMITTEE THE COMPENSATION LEVELS OF OFFICERS, KEY AND HIGHLY COMPENSATED EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE SCHOOL'S BUSINESS OFFICE. FORM 990, PART IX, LINE 24E BAD DEBT: PROGRAM SERVICE EXPENSES 205,162. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 205,162. STUDENT RELATED: PROGRAM SERVICE EXPENSES 151,840. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 151,840. GRC: PROGRAM SERVICE EXPENSES 151,387. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 151,387. COURSE RELATED: PROGRAM SERVICE EXPENSES 52,957. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,957. PRE-CONSTRUCTION EXPENSE: PROGRAM SERVICE EXPENSES 22,091. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,091. PART XII, LINE 2C NO CHANGES FROM THE PRIOR YEAR.