2026-07-15T16:30:32-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-09-01 830848450 THE WINCHENDON SCHOOL - NYC WINC 9782971223 45 W 34TH ST 5TH FLOOR NEW YORK NY 10001 JANET GELINAS CHEIF FINANCIAL OFFICER 9782971223 2026-07-14 1 1 LUKE BURNETT P01079018 9786202000 2026-07-13 2024 2025-03-06 01:10:19Z JANET GELINAS 45 W 34TH ST 5TH FLOOR NEW YORK NY 10001 4322273 0 X WWW.WINCHENDON.ORG X 2017 NY AT THE WINCHENDON SCHOOL, WE EQUIP EACH STUDENT WITH THE ESSENTIAL SKILLS AND HABITS OF MIND TO SUCCEED IN COLLEGE AND BEYOND. 17 16 24 17 0 0 61917 26178 4063182 4203514 0 0 36210 92581 4161309 4322273 1320070 1570413 0 0 1792839 1954815 0 0 41103 1317240 2004462 4430149 5529690 -268840 -1207417 7633104 408213 10590568 11663949 -2957464 -11255736 X AT THE WINCHENDON SCHOOL, WE EQUIP EACH STUDENT WITH THE ESSENTIAL SKILLS AND HABITS OF MIND TO SUCCEED IN COLLEGE AND BEYOND. 0 1 4556501 1570413 4296095 TO PROVIDE EDUCATIONAL SERVICES IN PREPARING YOUNG MEN AND WOMEN FOR HIGHER EDUCATION. 4556501 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 1 0 0 0 1 14 0 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 NY X JANET GELINAS CFO 9782971223 172 ASH ST WINCHENDON MA 01475 ROMONA REID TRUSTEE 1.00 55.00 X 0 63033 18918 DR LAURIE NOLAN-KELLEY CHAIR 2.00 2.00 X X 0 0 0 JOHN B HIPP VICE CHAIR 2.00 2.00 X X 0 0 0 GLENN A HUNT TREASURER 1.00 1.00 X X 0 0 0 D CANE CALLON CLERK 1.00 1.00 X X 0 0 0 JULIE BRANDON TRUSTEE 1.00 1.00 X 0 0 0 RONALD BURTON JR TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL CHAPMAN TRUSTEE 1.00 1.00 X 0 0 0 JENNIFER DOCKERY TRUSTEE 1.00 1.00 X 0 0 0 TRACY MATHIEU HAUFFMAN TRUSTEE 1.00 1.00 X 0 0 0 JESSICA HEINZER TRUSTEE 1.00 1.00 X 0 0 0 JAMES HEUTEL TRUSTEE 1.00 1.00 X 0 0 0 CORNELL B LESANE II TRUSTEE 1.00 1.00 X 0 0 0 SEAN MURPHY TRUSTEE 1.00 1.00 X 0 0 0 EIKO OOKA TRUSTEE 1.00 1.00 X 0 0 0 DAVID SHETTLER TRUSTEE 1.00 1.00 X 0 0 0 EMILY VILLARI TRUSTEE 1.00 1.00 X 0 0 0 JOHN KERNEY EXECUTIVE DIRECTOR (UNTIL 12/2024) 25.00 35.00 X 0 351524 51187 JOHN DUNCAN EXECUTIVE DIRECTOR (AS OF 01/2025) 5.00 35.00 X 0 182788 50478 KALIMAH FERGUS AYELE HEAD OF CAMPUS 55.00 0.00 X 151674 0 34489 MELISSA ESSMAN ADMISSIONS DIRECTOR 55.00 0.00 X 149102 0 10698 GLADYS GROSS DEAN OF STUDENT SUPPORT 55.00 0.00 X 125786 0 18703 426562 597345 184473 3 0 1 0 VERRILL LAW ONE PORTLAND SQUARE PORTLAND ME 04101 LEGAL SERVICES 101995 1 26178 26178 TUTION AND FEES 611710 4203514 4203514 4203514 MISCELLANEOUS INCOME 900099 92581 92581 92581 4322273 4296095 0 0 1570413 1570413 1833280 1449598 367504 16178 121535 90812 30723 26400 26400 173653 34130 139523 33841 33841 58649 38834 19093 722 37226 26058 7445 3723 1058705 952835 95283 10587 75091 40342 34597 152 268680 241812 24181 2687 OTHER OPERATING EXPENSE 147991 140937 7054 EDUCATIONAL EXPENSES 105538 105538 ADMISSIONS DEPARTMENT E 18688 6129 12559 5529690 4556501 932086 41103 371115 107815 1043508 0 46509 1171 356388 356388 400471 0 4585426 1186075 299227 7633104 408213 229517 121150 2259919 8101132 11542799 10590568 11663949 X -2976874 -11255736 19410 0 -2957464 -11255736 7633104 408213 X -1207417 -7090855 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 297470 297470 0 58918 58918 0 0 SECURITY DEPOSITS 299227 299227 DUE TO AFFILIATE 4026264 LEASE LIABILITY 7516535 11542799 X 2751860 -1570413 -1570413 4322273 0 4322273 3959277 0 3959277 1570413 1570413 5529690 PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS NOT SUBJECT TO FEDERAL OR STATE CORPORATION INCOME TAXES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL AND HAS CONCLUDED THAT, AS OF AUGUST 31, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2022 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 STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -1,570,413. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,570,413. 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 THE FACULTY ROOM AND IT IS ALSO AVAILABLE ON THE WEBSITE, IN HANDBOOKS AND ON JOB OPENINGS. 0 FINANCIAL AID 49 1570413 FMV 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 MANY PRIVATE SCHOOLS 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 X 0 0 0 1 0 0 0 0 0 JOHN KERNEY EXECUTIVE DIRECTOR (UNTIL 12/2024) 0 351524 0 0 0 0 0 26000 0 25187 0 402711 0 0 JOHN DUNCAN EXECUTIVE DIRECTOR (AS OF 01/2025) 0 182788 0 0 0 0 0 18250 0 32228 0 233266 0 0 KALIMAH FERGUS AYELE HEAD OF CAMPUS 151674 0 0 0 0 0 15548 0 18941 0 186163 0 0 0 MELISSA ESSMAN ADMISSIONS DIRECTOR 149102 0 0 0 0 0 0 0 10698 0 159800 0 0 0 PART I, LINE 5 GLADYS GROSS RECEIVED A COMMISSION OF $37,000 FOR FY25. FORM 990, PART III, LINE 3 THE BOARD VOTED TO CEASE OPERATIONS FOR THE 2024-2025 YEAR. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES REVIEW AND MAKE RECOMMENDATIONS TO THE FULL BOARD. THE FULL BOARD THEN MAKES DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE RETURN IS MADE TO THE FULL BOARD FOR REVIEW AND COMMENT BEFORE FILING WITH THE IRS. 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 EXECUTIVE DIRECTOR. COMPENSATION IS SET ACCORDINGLY AND ALSO CONSIDERS COMPARATIVE DATA FROM OTHER SIMILAR INSTITUTIONS. JOHN KERNEY IS RETAINED ON A 5 YEAR AGREEMENT, REVIEWED ANNUALLY. 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, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: IMPAIRMENT LOSS -7,090,855. THE WINCHENDON SCHOOL INC 172 ASH STREET WINCHENDON MA 01475 050270487 PRIVATE SCHOOL SERVING GRADES 9-12 MA 501(C)(3) LINE 2 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0