2024-12-06T10:19:02-06:00 2024-06-30 020327524 NATHAN WECHSLER & COMPANY PA 70 COMMERCIAL STREET 4TH FLOOR CONCORD NH 03301 990 2023-07-01 020222221 THE WHITE MOUNTAIN SCHOOL ST MARY'S IN THE MOUNTAINS WHIT 6034442928 63 GREEN STREET CONCORD NH 03301 GUILLERMO TRINCHET TREASURER 6034442928 2024-12-05 1 0 ORESTE J MOSCA P00366101 6032245357 2024-11-20 2023 2024-10-15 13:58:12Z X GUILLERMO TRINCHET 63 GREEN STREET CONCORD NH 03301 8115002 0 X WWW.WHITEMOUNTAIN.ORG X 1886 NH AN INDEPENDENT SCHOOL FOLLOWING A COLLEGE PREPARATORY CURRICULUM FOR STUDENTS IN GRADES 9-12. 11 10 78 25 0 0 996379 1311937 6372609 4874838 335938 160799 90306 1011740 7795232 7359314 2685532 2724151 0 0 3253803 3486528 0 0 266252 3455968 9245965 9395303 15456644 -1600071 -8097330 16429518 8539877 5410357 5411344 11019161 3128533 THE WHITE MOUNTAIN SCHOOL IS A SCHOOL OF INQUIRY AND ENGAGEMENT. GROUNDED IN ITS EPISCOPAL HERITAGE, THE SCHOOL PREPARES AND INSPIRES STUDENTS TO LEAD LIVES OF CURIOSITY, COURAGE AND COMPASSION. 0 0 6932751 2724151 4886578 THE WHITE MOUNTAIN SCHOOL IS A PRIVATE SECONDARY SCHOOL THAT FOLLOWS A COLLEGE PREPATORY CURRICULUM. THE WHITE MOUNTAIN SCHOOL OFFERS SMALL CLASS SIZES AND A NUMBER OF EXTRACURRICULAR ACTIVITIES TO ITS STUDENTS, INCLUDING AN OUTDOOR EDUCATION PROGRAM. 6932751 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 78 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X X GUILLERMO TRINCHET 6032241914 63 GREEN STREET CONCORD NH 03301 RT REV A ROBERT HIRSCHFELD PRESIDENT 5.00 X X 0 0 0 ANNE RITCHIE VICE CHAIR 5.00 X X 0 0 0 PENELOPE DURAND TRUSTEE 5.00 X 0 0 0 JOHN BROWN TRUSTEE 5.00 X 0 0 0 WILL MAZIMBA TRUSTEE 5.00 X 0 0 0 SUSAN STOUT SECRETARY 5.00 X X 0 0 0 DONALD BALL INTERIM HEAD OF SCHOOL 40.00 X X 168418 0 7999 ALANA KUMBIER CHAIR 5.00 X X 0 0 0 GUILLERMO TRINCHET TREASURER 5.00 X X 0 0 0 KENNETH CREED TRUSTEE 5.00 X 0 0 0 ERINN CHANG TRUSTEE 5.00 X 0 0 0 ALEX FOSS TRUSTEE 5.00 X 0 0 0 CORTNEY LO TRUSTEE 5.00 X 0 0 0 PHILLIP PECK BISHOP'S PROXY 5.00 X 0 0 0 JOHN DREW FORMER HEAD OF SCHOOL 0.00 X 102000 0 0 270418 0 7999 2 1 1 0 0 1311937 877 1311937 TUITION AND FEES 611110 4622255 4622255 AUXILIARY OPERATIONS 611110 252583 252583 4874838 94536 94536 821951 755688 66263 66263 66263 OPTION PAYMENTS FOR ACQUISITION O 900099 1000000 1000000 FEES & MISC INCOME 611110 11740 11740 1011740 7359314 4886578 0 1160799 X 2724151 2724151 271571 185572 85999 2646711 1800661 669832 176218 83425 58564 17853 7008 265902 186663 56903 22336 218919 153681 46849 18389 129096 129096 35000 35000 22177 22177 858567 829751 28816 46714 40564 6150 216393 103513 97261 15619 563691 152429 410800 462 95817 90629 2853 2335 602996 373609 205502 23885 199001 199001 IMPAIRMENT LOSS ON LONG 5944661 5944661 CREDIT LOSS EXPENSE 444944 444944 REFERRAL FEE AND OTHER 43851 43851 PERSONNEL EXPENSE 43057 25017 18040 15456644 6932751 8257641 266252 647089 433280 478672 0 114319 77132 0 0 11958294 0 2668574 2030731 507301 536034 55269 5462700 16429518 8539877 206644 257691 5034976 5040439 168737 113214 5410357 5411344 X 7243185 2030731 3775976 1097802 11019161 3128533 16429518 8539877 -8097330 206702 0 X X 1 X 0 0 0 X 1224181 1154199 943540 996279 1309437 5627636 1224181 1154199 943540 996279 1309437 5627636 1402666 4224970 122121 131837 137561 211336 94536 697391 6325027 31553585 0.66800 0.68330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2668574 299281 914947 22177 2030731 2642131 100 210928 166623 17962 2668574 2463018 145422 161645 104215 23739 2642131 2189716 124599 250439 78670 23066 2463018 2147242 139568 -4903 70440 21751 2189716 0.97290 0.02710 1 0 0 INVESTMENT HELD BY THE NH CHARITABLE FOUNDATION 536034 F 536034 DEPOSITS 46600 LONG LIVED ASSETS, HELD FOR SALE 5416100 5462700 OTHER LIABILITIES - SCHOOL ACCOUNTS 113214 113214 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO BE USED PRIMARILY FOR SCHOLARSHIPS. 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 HAS PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH CATALOGUES, BROCHURES, AND PERSONAL COMMUNICATIONS. 1 FINANCIAL AID 59 2724151 FMV SCHOLARSHIP GRANTS AWARDED TO STUDENTS AS A DISCOUNT ON THEIR TUITION. PART I, LINE 2 THE FINANCIAL AID COMMITTEE ALLOCATES AID BASED ON A PARENT'S FINANCIAL STATEMENT (INCOME, EXPENSES, ASSETS, LIABILITIES, OTHER SOURCES FOR TUITION) AND A REPORT PROVIDED BY THE SCHOOL AND STUDENT SERVICES FOR FINANCIAL AID, WHICH DIGESTS A PARENT'S RESOURCES AND RECOMMENDS A FIGURE THAT THE PARENTS ARE CAPABLE OF PAYING. NO CASH IS GIVEN DIRECTLY TO AN INDIVIDUAL. X 1 0 X X 1 0 0 0 0 0 0 0 0 DONALD BALL INTERIM HEAD OF SCHOOL 168418 0 0 0 0 0 0 0 7999 0 176417 0 0 0 JOHN DREW FORMER HEAD OF SCHOOL 0 0 0 0 102000 0 0 0 0 0 102000 0 0 0 PART I, LINE 4A JOHN DREW - $102,000 FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE UPDATED IN FEBRUARY 2024 AND IN JUNE 2024, IN BOTH CASES TO REDUCE THE MINIMUM NUMBER OF TRUSTEES REQUIRED ON THE BOARD. IN FEBRUARY 2024, THE MINIMUM NUMBER OF TRUSTEES WAS REDUCED TO 9. IN JUNE 2024, THE MINIMUM NUMBER OF TRUSTEES WAS REDUCED TO 6. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD FOR REVIEW, AND THE BOARD IS PROVIDED THE OPPORTUNITY TO ASK QUESTIONS OR PROVIDE COMMENTS PRIOR TO THE FORM'S FINALIZATION AND FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE OCTOBER BOARD MEETING, THE BOARD CHAIR ASKS ALL MEMBERS TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE AND SUBMIT THEM TO THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE HEAD OF SCHOOL INCLUDES BOTH WRITTEN AND ORAL REVIEWS UNDERTAKEN BY THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL IS ANNUALLY ASKED TO PREPARE A WRITTEN SET OF GOALS FOR THE YEAR, WHICH IS REVIEWED BY THE BOARD OF TRUSTEES. AT THE CONCLUSION OF THE ACADEMIC YEAR, THE BOARD REVIEWS THE HEAD OF SCHOOL'S PERFORMANCE. THE HEAD OF SCHOOL IS EXCLUDED FROM THE BOARD'S REVIEW OF HIS PERFORMANCE, AS WELL AS EXCLUDED FROM ANY DISCUSSIONS THAT DETERMINE HIS COMPENSATION. INPUT AND FEEDBACK ARE SOLICITED FROM THE BOARD. THE HEAD OF SCHOOL IS PROVIDED WITH A WRITTEN SUMMARY OF HIS OR HER EVALUATION ON AN ANNUAL BASIS. WHEN NECESSARY, CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION ARE SOLICITED FROM OTHER MANAGEMENT OFFICIALS. THE WHITE MOUNTAIN SCHOOL PARTICIPATES IN A NUMBER OF NATIONAL AND REGIONAL PROFESSIONAL ASSOCIATIONS FOR INDEPENDENT BOARDING SCHOOLS. SALARY COMPARABILITY DATA IS READILY AVAILABLE THROUGH THIS SOURCE TO BOTH THE BOARD OF TRUSTEES AND THE HEAD OF SCHOOL. COMPARABILITY DATA IS USED BY THE HEAD OF SCHOOL FOR DETERMINING COMPENSATION OF OTHER MANAGEMENT EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR. THEY ARE ALSO COPIED AND SENT TO ANY INTERESTED PARTIES. FORM 990, PART IX, LINE 11G OUTSIDE CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 809,875. MANAGEMENT AND GENERAL EXPENSES 2,848. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 812,723. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 19,876. MANAGEMENT AND GENERAL EXPENSES 25,968. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,844. FORM 990, PART XI, LINE 2C THERE HAVE BEEN NO CHANGES IN THIS PROCESS FROM THE PRIOR YEAR.