2012-05-14T17:18:54-05:00 2011-06-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2010-07-01 042109865 NORTHFIELD MOUNT HERMON SCHOOL NORT 4134983000 ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 RICHARD T WOOD 2012-05-14 true PRICEWATERHOUSECOOPERS LLP 6175305000 2010 2016-02-24 21:20:13Z THOMAS K STURTEVANT ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 118023027 false X www.nmhschool.org X 1879 MA NORTHFIELD MOUNT HERMON SCHOOL PROVIDES SECONDARY SCHOOL EDUCATION, ENGAGING THE INTELLECT, COMPASSION, AND TALENTS OF OUR STUDENTS, EMPOWERING THEM TO ACT WITH HUMANITY AND PURPOSE. 28 27 604 200 561201 -176058 7468899 8910732 29409712 31835603 3128528 6098909 363426 458146 40370565 47303390 7921091 7839499 0 0 20358436 22079854 23801 17910 3806822 14906168 16413570 43209496 46350833 -2838931 952557 221207393 231982930 94579223 90485267 126628170 141497663 X NORTHFIELD MOUNT HERMON SCHOOL PROVIDES SECONDARY SCHOOL EDUCATION, ENGAGING THE INTELLECT, COMPASSION, AND TALENTS OF OUR STUDENTS, EMPOWERING THEM TO ACT WITH HUMANITY AND PURPOSE. false false 36276733 7504137 30723355 SEE SCHEDULE O. 1109772 335362 1528977 SEE SCHEDULE O. 37386505 true true false true false false false true true true true false false true false false true true false true false false true false false false false true true true false false false false false false false false false true true false false false false true true true false false true X 135 0 true 604 true true true true CJ BD false false false false false false false false X 28 27 true false false false false false false true true false false false true true true true false true true false MA X JAMES POULSEN BUSINESS MGR 4134983311 ONE LAMPLIGHTER WAY MOUNT HERMON MA 01354 X THOMAS K STURTEVANT 50.0 X X 394138 0 145776 BARBARA T FREEDMAN 3.0 X 0 0 0 WILLIAM F MELTON 3.0 X 0 0 0 SETH W ALVORD 3.0 X 0 0 0 JOHN G BERG 3.0 X 0 0 0 JONATHAN I BLACKMAN 3.0 X 0 0 0 MARK A CHARDACK 3.0 X 0 0 0 ELIZABETH K COMPTON 3.0 X 0 0 0 CATHERINE A MASIE 3.0 X 0 0 0 REBECCA CP KENNEDY 3.0 X 0 0 0 JOHN W MITCHELL 3.0 X 0 0 0 GARRETT A H PRICE III 3.0 X 0 0 0 OSCAR SEIKALY 3.0 X 0 0 0 WILLIAM J SHEA 3.0 X 0 0 0 ANN G TENENBAUM 3.0 X 0 0 0 P VINCENT KENNEDY 3.0 X 0 0 0 JOSEPHINE M HART 3.0 X 0 0 0 JANET TURNBULL IRVING 3.0 X 0 0 0 JUAN A GARCIA JR 3.0 X 0 0 0 ELIZABETH HALL OLSZEWSKI 3.0 X 0 0 0 ELLEN W PAYZANT 3.0 X 0 0 0 THOMAS W PAYZANT 3.0 X 0 0 0 MARGARET CLARK 3.0 X 0 0 0 STEPHEN COLE 3.0 X 0 0 0 MICHAEL FUNG 3.0 X 0 0 0 CAROL J RAMSEY 3.0 X 0 0 0 VINAY JAYARAM 3.0 X 0 0 0 DAVID STEINBERG 3.0 X 0 0 0 RICHARD T WOOD 50.0 X 200730 0 73254 DENA FLETCHER 40.0 X 45194 0 35263 ALLYSON GOODWIN 50.0 X 188901 0 128876 MARVIN KELLEY 50.0 X 126827 0 26960 JAMES POULSEN 50.0 X 137145 0 62972 CHARLES TIERNEY 50.0 X 107802 0 42569 hugh silbaugh 50.0 X 127201 0 74938 CLAUDE ANDERSON 50.0 X 123426 0 68507 1451364 0 659115 10 false true false AUSTIN ARCHITECTS 38 CAMERON AVE CAMBRIDGE MA 02140 MASTER PLANNING 153289 PRICEWATERHOUSECOOPERS LLP PO BOX 7247-8001 PHILADELPHIA PA 191708001 PROFESS. SERVICES 110940 2 346530 8564202 490683 8910732 TUITION AND FEES, SCHOOL YEAR 900099 29012809 29012809 TUITION AND FEES, SUMMER 900099 1528977 1528977 SUMMER CAMP AND CONFERENCES 611710 276585 276585 INN PROPERTIES, GOLF COURSE, AND POOL 713990 282303 282303 NURSERY SCHOOL 900099 166534 166534 568395 568395 31835603 3152526 998 3151528 0 0 11589 4239 7350 7350 7350 73569673 70623290 2946383 2946383 1315 2945068 0 0 126175 92108 34067 34067 MISCELLANEOUS 416729 416729 416729 47303390 31693444 561201 6138013 0 7839499 7839499 0 0 1212132 461519 421729 328884 0 14112844 10856622 1641153 1615069 955110 705389 128567 121154 4662911 3453008 613900 596003 1136857 839617 153031 144209 362633 80376 189946 92311 106901 100901 6000 105425 105425 0 17910 17910 385144 385144 0 16749 16749 1937352 938548 655013 343791 311807 151055 105421 55331 0 4521465 4249451 154580 117434 637314 217181 160058 260075 0 117476 56246 42749 18481 515613 515613 0 5091749 4701690 299889 90170 344794 344794 STUDENT TRANSPORTATION 435078 435078 PROVISIONS - DINING HALL 906189 906189 ATHLETIC UNIFORMS & LAUNDRY 128376 128376 FIELD TRIPS/STUDENT ACTIV. 489505 489505 46350833 37386505 5157506 3806822 4997383 4027962 8305370 6681544 1738879 1357776 1471420 1214663 492067 987060 860144 142586075 53107126 91193955 89478949 70846659 78261479 41666667 49608346 221207393 231982930 10903405 8340866 3207162 4384911 69800000 69800000 97538 0 10571118 7959490 94579223 90485267 X 43900927 52127158 25050831 28759617 57676412 60610888 126628170 141497663 221207393 231982930 X 952557 13916936 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 15603 15603 false schedule c, part II-b, LINE 1I NORTHFIELD MOUNT HERMON SCHOOL IS A MEMBER OF ASSOCIATIONS SUCH AS THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, COUNCIL OF ADVANCEMENT AND SUPPORT OF EDUCATION AND MASSACHUSETTS ASSOCIATION OF NON-PROFIT SCHOOL AND COLLEGES, WHICH MAY USE A PORTION OF MEMBERSHIP DUES TO LOBBY ON BEHALF OF ITS MEMBERS. TOTAL DUES PAID TO THESE ORGANIZATIONS BETWEEN JULY 1, 2010 AND JUNE, 30, 2011 WAS $15,603. false false 111532069 1997671 17671834 2657213 5635546 122908815 108501829 4298368 10697871 2450000 9515999 111532069 145630284 2205184 -28303666 4951074 6078899 108501829 0.39000 0.16000 0.45000 false false 108594 108594 120968743 33376032 87592711 21508738 19731094 1777644 0 0 0 89478949 TIMBER 5452767 F HEDGE FUND 24330424 F PRIVATE EQUITY 2946865 F INTERNATIONAL 12729734 F VENTURE CAPITAL 3430386 F OTHER INVESTMENTS 73864 F FUNDS HELD IN TRUST 644306 F 49608346 0 SWAP AGREEMENTS LIABILITY 7959490 7959490 FORM 990, SCHEDULE D, PART iV, LINE 2b NORTHFIELD MOUNT HERMON SCHOOL MAINTAINS AGENCY ACCOUNTS AND ACTS AS A FISCAL AGENT FOR THE FUNDS. FORM 990, SCHEDULE D, PART V, LINE 4 NORTHFIELD MOUNT HERMON SCHOOL'S ENDOWED FUNDS ARE INVESTED INTO PERPETUITY AND THE INCOME IS USED TO FUND ITS PROGRAMS. THE FUNDS ARE INVESTED FOR LONG TERM GROWTH SO THAT CURRENT AND FUTURE GENERATIONS OF STUDENTS WILL RECEIVE BENEFIT FROM THE FUNDS. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 NOTICE OF NONDISCRIMINATION POLICY PUBLICIZED IN NEWSPAPERS AS A LISTED MEMBER OF THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE). SCHEDULE E, PART I, LINE 6A UPWARD BOUND PROGRAM $346,530; FEDERAL GRANT NUMBER E-PO 47AS20398 Sub-Saharan Africa Program Services TRAVEL ENRICHMENT PROG 25797 East Asia and the Pacific Program Services TRAVEL ENRICHMENT PROG 51146 South America Program Services TRAVEL ENRICHMENT PROG 48164 South Asia Program Services TRAVEL ENRICHMENT PROG 25081 South America Fundraising 4355 154543 154543 true false true true false false X X X X true MARTS LUNDY consulting false 17910 17910 MA true SCHOLARSHIPS 278 7839499 COST TUITION OFFSET PART I, LINE 2 - monitoring GRANT funds IN ORDER TO OBJECTIVELY ESTABLISH FINANCIAL NEED, NORTHFIELD MOUNT HERMON SCHOOL(NMH) SUBSCRIBES TO THE SERVICES OF THE SCHOOL SCHOLARSHIP SERVICE (SSS) WHICH PROVIDES A FINANCIAL AID NEED ANALYSIS BASED ON INFORMATION MADE AVAILABLE BY FAMILIES IN A CONFIDENTIAL STATEMENT KNOWN AS THE PFS -- PARENT FINANCIAL STATEMENT. BY APPLYING OBJECTIVE CRITERIA IN A SPECIFIC FORMULA, SSS IS ABLE TO HELP ESTABLISH A FAMILY'S ABILITY TO PAY -- THE EXPECTED PARENTAL CONTRIBUTION -- WHICH IS THEN ADJUSTED FOR THE NUMBER OF OTHER FAMILY MEMBERS IN TUITION CHARGING INSTITUTIONS AND FOR DAY VERSUS BOARDING SITUATIONS. ONCE FINANCIAL NEED HAS BEEN ESTABLISHED, NMH WILL MAKE A FINANCIAL AID AWARD WHICH COMES AS CLOSE AS POSSIBLE TO MEETING THE INDICATED NEED. X X X true true X X X false false false false false false false true false THOMAS K STURTEVANT 302629 0 70000 0 21509 0 24386 0 121390 0 539914 0 0 0 RICHARD T WOOD 184997 0 15000 0 733 0 18995 0 54259 0 273984 0 0 0 ALLYSON GOODWIN 173657 0 15000 0 244 0 18984 0 109892 0 317777 0 0 0 MARVIN KELLEY 125321 0 0 0 1506 0 11923 0 15037 0 153787 0 0 0 JAMES POULSEN 136911 0 0 0 234 0 13243 0 49729 0 200117 0 0 0 CHARLES TIERNEY 107683 0 0 0 119 0 9689 0 32880 0 150371 0 0 0 hugh silbaugh 126996 0 0 0 205 0 12030 0 62908 0 202139 0 0 0 CLAUDE ANDERSON 106724 0 0 0 16702 0 11461 0 57046 0 191933 0 0 0 SCHEDULE J, PART I, LINE 1A Gross-up payments are provided to the head of school. The gross-up payments are included in taxable wages. 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. SOCIAL CLUB DUES ARE PROVIDED FOR THE HEAD OF SCHOOL. USE OF THE SOCIAL CLUB IS FOR BUSINESS PURPOSES ONLY AND DUES ARE NOT INCLUDED IN TAXABLE WAGES. SCHEDULE J, PART I, LINE 7 THE BOARD OF TRUSTEES COMPENSATION COMMITTEE AUTHORIZED A BONUS FOR THE HEAD OF SCHOOL BASED ON HIS ACCOMPLISHMENT OF GOALS SET FORTH PRIOR TO START OF THE FISCAL YEAR. THE HEAD OF SCHOOL AUTHORIZED BONUSES TO THE CFO AND CHIEF ADVANCEMENT OFFICER BASED ON ACCOMPLISHMENT OF GOALS AS SET FORTH PRIOR TO THE START OF THE FISCAL YEAR. Schedule J, Part II The head of school's other reportable compensation includes $16,500 of 457b contributions and $11,621 of tuition benefit. THE DEAN OF ENROLLMENT'S OTHER REPORTABLE COMPENSATION INCLUDES $16,500 OF 457B CONTRIBUTIONS. Non-taxable benefits for the following individuals includes housing as a condition of employment for the convenience of the employer: Thomas k. Sturtevant $36,455 Richard T. Wood $33,400 Allyson Goodwin $27,945 HUGH SILBAUGH $14,340 Charles Tierney $16,423 CLAUDE ANDERSON $12,480 MDFA 2007 BONDS 043431814 57583RTJ4 2007-11-20 73355000 CONSTRUCTION & REFUND OF 2004 false false false 4800000 73355000 193483 428888 26777 9509085 63196767 2009 true false true true false false false false true 0.00607 0.00607 true true true true SEE PART V false false false false false SCHEDULE K, PART IV, LINES 3B & 3C Name of Providers: Bank of NY Morgan Stanley Morgan Stanley Term of Hedge 14.25% 24.25% 32.25% EAST NORTHFIELD WATER COMPANY SEE PART V 53405 WATER SUPPLIES false SCHEDULE L, PART IV NAME OF INTERESTED PERSON: EAST NORTHFIELD WATER COMPANY RELATIONSHIP BETWEEN INTEREST PERSON AND THE ORGANIZATION: ONE OFFICER AND ONE HIGHEST COMPENSATED EMPLOYEE ARE ON THE BOARD. X 59 490683 MARKET VALUE false true false Schedule M, Part I, Column B NORTHFIELD MOUNT HERMON SCHOOL REPORTED THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4A 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 657 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. THEY 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. MORE THAN 200 STUDENTS VOLUNTEER EACH SEMESTER IN OUTREACH ACTIVITIES. STUDENTS HELP RUN OUR WORKING FARM, WHICH HAS BEEN IN OPERATION SINCE THE SCHOOL'S FOUNDING IN 1879. FORM 990, PART III, LINE 4B NORTHFIELD MOUNT HERMON SCHOOL (nmh) SUMMER SESSION 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 TO ENGAGE IN ACADEMIC WORK AND TO LEARN FROM EACH OTHR IN MANY DIFFERENT WAYS. OUR STUDENT POPULATION IS DIVERSE AND WORlDLY -- IN THE SUMMER OF 2011, 37 DIFFERENT COUNTRIES AND 24 STATES WITHIN THE US WERE REPRESENTED. OUR TALENTED FACULTY IS ASSISTED BY 30 TEACHING INTERNS TO PROVIDE 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 SESSION PROVIDES THEIR FIRST TASTE OF A RIGOROUS ACADEMIC EXPERIENCE AND CHALLENGES THEM TO A NEW LEVEL. OTHER STUDENTS COME FROM STRONG SCHOOLS AND USE THEIR SUMMER HERE AS AN OPPORTUNITY TO FURTHER BUILD ACADEMIC SKILLS, ADVANCE IN THEIR COURSEWORK AND PREPARE FOR COLLEGE. FORM 990, PART VI, SECTION A, LINE 2 ELLEN W. PAYZANT AND THOMAS W. PAYZANT HAVE A FAMILY RELATIONSHIP. P VINCENT KENNEDY AND REBECCA CP KENNEDY HAVE A FAMILY RELATIONSHIP. form 990, PART VI, SECTION A, LINE 11B ONCE NORTHFIELD MOUNT HERMON SCHOOL (NMH)'S FORM 990 IS COMPLETED, IT IS FIRST REVIEWED BY NMH'S INTERNAL MANAGEMENT. FOLLOWING THAT REVIeW, NMH'S INTERNAL MANAGEMENT AND OUTSIDE ADVISORS PRESENT THE FORM 990 (excluding schedule b) TO THE AUDIT COMMITTEE FOR REVIEW AND COMMENT. THE HEAD OF SCHOOL REVIEWS SCHEDULE B WITH THE CHAIR OF THE BOARD OF TRUSTEES. THE COMPLETED FORM 990 (excluding schedule B) IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO THE FORM BEING FILED WITH THE IRS. FORM 990, PART VI - SECTION B, LINE 12C NORTHFIELD MOUNT HERMON SCHOOL (NMH) MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY REQUIRING DISCLOSURE OF RELEVANT FACTS THAT GIVE RISE TO A POTENTIAL CONLICT OF INTEREST. ANNUALLY, OFFICERs, KEY EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO ACKNOWLEDGE IN WRITING THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY. ADDITIONALLY, AT THE END OF THE FISCAL YEAR AND BEFORE SUBMISSION OF FORM 990, EACH OFFICER, TRUSTEE, AND KEY EMPLOYEE IS PROVIDED WITH A QUESTIONNAIRE REQUIRING DISCLOSURE OF ANY CONFLICTS OF INTEREST THAT MAY HAVE EXISTED DURING THE PRIOR FISCAL YEAR. FORM 990, PART VI - SECTION B, LINE 14 Northfield Mount Hermon School (NMH) did not have a written document retention and destruction policy in place prior to fiscal year ended June 30, 2011. NMH IS STILL IN THE PROCESS OF IMPLEMENTING THIS POLICY. FORM 990, PART VI - SECTION B, LINE 15 A & B NORTHFIELD MOUNT HERMON SCHOOL (nmh) HAS AN INDEPENDENT COMPENSATION and benefits COMMITTEE THAT reviews ANNUALLY THE performance OF the head and the senior staff based on feedback shared from all independent trustees. During its review of that feedback and considering available analytical market data, the committee sets the compensation of the head of school for the upcoming year. at the fall meeting of the full board, the committee gives an oral report of its findings and recommendations to the executive committee. The head is responsible for setting the compensation for the senior staff based on comparable market data. FORM 990, PART VI - SECTION C, LINE 19 NORTHFIELD MOUNT HERMON SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART X, LINES 8 & 9 IN THE PRIOR YEAR, INVENTORY AND PREPAID EXPENSES WERE REPORTED ON LINE 9. IN THE CURRENT YEAR, INVENTORY HAS BEEN BROKEN OUT ON LINE 8. FORM 990, PART XI, LINE 5 UNREALIZED GAIN ON INVESTMETNS $13,916,936 EAST NORTHFIELD WATER COMPANY 206 MAIN STREET NORTHFIELD MA 01360 041269905 WATER COMPANY MA NA C CORP -118802 247520 1.00000 true false false true false false false false false false false false true true false false false false EAST NORTHFIELD WATER COMPANY A 39078 EAST NORTHFIELD WATER COMPANY D 509898 EAST NORTHFIELD WATER COMPANY M 23341 EAST NORTHFIELD WATER COMPANY N 53016