Nonprofit · EIN 02-0147630
HOLDERNESS SCHOOL
Tax-exempt · PLYMOUTH, NH 03264
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $30,371,655 | $30,649,003 | -$277,348 | $165,155,561 | $20,634,252 | $144,521,309 |
| June 30, 2023 | 990 | $28,443,221 | $27,943,038 | $500,183 | $152,158,386 | $21,238,840 | $130,919,546 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,718,274
- Program service revenue
- $24,135,028
- Investment income
- $1,518,353
- Net gain from sales of assets
- $366,144
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,297,819
- Compensation of officers, directors and key employees
- $1,654,152
- Other salaries and wages
- $8,573,069
- Salaries, compensation and benefits (total)
- $13,793,418
- Professional fundraising fees
- $65,110
- Legal fees
- $21,895
- Accounting fees
- $69,662
- Occupancy
- $2,480,711
- Travel
- $369,922
- Depreciation
- $4,058,160
- Program services (functional)
- $24,296,964
- Management and general (functional)
- $3,719,060
- Fundraising (functional)
- $2,632,979
Balance sheet and other
- Total assets, start of year
- $156,958,028
- Total assets, end of year
- $165,155,561
- Total liabilities, end of year
- $20,634,252
- Net assets, end of year
- $144,521,309
- Land, buildings and equipment
- $62,501,591
- Publicly traded securities
- $84,172,470
- Net assets without donor restrictions
- $74,640,394
- Net assets with donor restrictions
- $69,880,915
- Gross receipts
- $38,185,867
- Employees
- 144
- Volunteers
- 28
- Year formed
- 1879
- State of legal domicile
- NH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN MCVEIGH | HEAD OF SCHOOL Officer | 60 | $503,504 | $74,633 |
| WALTER SCHAEFFLER | CHIEF FINANCIAL OFFICER Officer | 60 | $289,280 | $132,419 |
| MARK STURGEON | EXECUTIVE DIRECTOR OF ADVA Key employee | 40 | $216,440 | $49,082 |
| TOBI PFENNINGER | ASSOC HEAD OF SCHOOL Key employee | 40 | $190,369 | $75,056 |
| DAVID FLYNN | DIR. OF ADMISSIONS Key employee | 40 | $157,660 | $43,553 |
| ANTHONY LEMENAGER | DIRECTOR OF FACILITIES Highest-paid employee | 40 | $140,020 | $33,277 |
| BENJAMIN DRUMMOND | DIRECTOR OF SNOW SPORTS Highest-paid employee | 40 | $128,380 | $40,338 |
| BRUCE BARTON | ASSISTANT DIRECTOR OF LEAD Highest-paid employee | 40 | $127,445 | $32,150 |
| KATHLEEN KIME | DIRECTOR OF MAJOR GIFTS Highest-paid employee | 40 | $140,320 | $13,471 |
| DARREN MOORE | DIRECTOR OF ANNUAL FUND Highest-paid employee | 40 | $120,220 | $31,392 |
| GINNY RAMIREZ-DEL TORO | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| ROBERT KINSLEY | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| ANNE LOMPO | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| LISA GLAHN | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| PHILIP KISTLER | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
23 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CJ VINCENT | MEMBER OF BOARD Trustee or director | 2 | $0 |
| JIM BYRNE | MEMBER OF BOARD Trustee or director | 2 | $0 |
| KAT ALFOND | MEMBER OF BOARD Trustee or director | 2 | $0 |
| CHRISTOPHER DAVENPORT | MEMBER OF BOARD Trustee or director | 2 | $0 |
| CHRISTOPER MARTIN | MEMBER OF BOARD Trustee or director | 2 | $0 |
| SIMON PARMETT | MEMBER OF BOARD Trustee or director | 2 | $0 |
| CECILY CUSHMAN | MEMBER OF BOARD Trustee or director | 2 | $0 |
| SEAN MCGRAW | MEMBER OF BOARD Trustee or director | 2 | $0 |
| RICHARD VIEIRA | TREASURER Trustee or director, Officer | 2 | $0 |
| ANDREW DAVIS | MEMBER OF BOARD Trustee or director | 2 | $0 |
| PAUL JOHN FERRI | MEMBER OF BOARD Trustee or director | 2 | $0 |
| JOE MILES | MEMBER OF BOARD Trustee or director | 2 | $0 |
| SUNG YOU | MEMBER OF BOARD Trustee or director | 2 | $0 |
| NELL REYNOLDS | MEMBER OF BOARD Trustee or director | 2 | $0 |
| WENDY MCADAM | MEMBER OF BOARD Trustee or director | 2 | $0 |
| CLARISSA LEE | MEMBER OF BOARD Trustee or director | 2 | $0 |
| MORGAN WHEELOCK | MEMBER OF BOARD Trustee or director | 2 | $0 |
| COURTNEY PESCHEL | MEMBER OF BOARD Trustee or director | 2 | $0 |
| ROBERT HIRSCHFELD | MEMBER OF BOARD Trustee or director | 2 | $0 |
| MIKE MURCHIE | MEMBER OF BOARD Trustee or director | 2 | $0 |
| JOHN HAYES | CHAIRMAN OF THE BOARD Trustee or director, Officer | 2 | $0 |
| CHRIS KEATING | SECRETARY Trustee or director, Officer | 2 | $0 |
| KARYN CAMPBELL | MEMBER OF BOARD Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHILLIP PECK | FORMER HEAD OF SCHOOL Former | 60 | $274,429 | $32,692 |
| WALTER SCHAEFFLER | CHIEF FINANCIAL OFFICER Officer | 60 | $244,525 | $60,591 |
| JOHN MCVEIGH | HEAD OF SCHOOL Officer | 60 | $236,534 | $17,418 |
| MARK STURGEON | EXECUTIVE DIRECTOR OF ADVA Key employee | 40 | $189,569 | $46,506 |
| TOBI PFENNINGER | ASSOC HEAD OF SCHOOL Key employee | 40 | $155,547 | $48,444 |
| MARGOT RILEY | CHIEF OPERATING OFFICER Key employee | 40 | $163,548 | $28,555 |
| DAVID FLYNN | DIR. OF ADMISSIONS Highest-paid employee | 40 | $131,541 | $41,217 |
| KATHLEEN KIME | DIRECTOR OF MAJOR GIFTS Highest-paid employee | 40 | $132,701 | $12,839 |
| ANDREW DAVIS | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| CHRIS KEATING | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| A ROBERT HIRSCHFELD | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| NELL REYNOLDS | CHAIRMAN OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT KINSLEY | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| ANDREW SAWYER | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| RICHARD VIEIRA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SANDER VAN OTTERLOO | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| KATIE CRUMBO | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| CHRIS DAVENPORT | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| PAUL JOHN FERRI | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| MATT STOREY | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| BURGWELL HOWARD | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| KARYN CAMPBELL | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| CECILY CUSHMAN | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| JOE MILES | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| CHANCE WRIGHT | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| SUNG YOU | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| KATIE ALFOND | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| JOHN HAYES | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| PHILIP KISTLER | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| CHRISTOPER MARTIN | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| LIZ GARDNER | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| ANNE LOMPO | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| SIMON PARMETT | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
| CJ VINCENT | MEMBER OF BOARD Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1879, PLYMOUTH, NH 03264-1879
- Principal officer (990 for 2024)
- WALTER SCHAEFFLER, CHAPEL LANE PO BOX 1879, PLYMOUTH, NH 032641879
- Signed the 990
- WALTER SCHAEFFLER, CFO
- Phone
- (603) 536-1748
- Website
- HTTP://WWW.HOLDERNESS.ORG/
- Return prepared by
- NATHAN WECHSLER & COMPANY PA
Mission
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.
Program accomplishments
- 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.Expenses $24,296,964 · grants $5,297,819 · revenue $24,135,028
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0147630
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1940
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $165,155,561
- Income (IRS master file)
- $38,185,867
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $30,371,655 | $30,649,003 | $165,155,561 | XML |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $28,443,221 | $27,943,038 | $152,158,386 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0147630).
Questions about HOLDERNESS SCHOOL
- What is the EIN of HOLDERNESS SCHOOL?
- The employer identification number (EIN) of HOLDERNESS SCHOOL is 02-0147630.
- Is HOLDERNESS SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1940.
- Are donations to HOLDERNESS SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOLDERNESS SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HOLDERNESS SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOLDERNESS SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HOLDERNESS SCHOOL?
- The 990 for the year ended June 30, 2025 names WALTER SCHAEFFLER.
- Who are the officers and directors of HOLDERNESS SCHOOL?
- The 990 for the year ended June 30, 2025 lists 38 people; 10 received compensation from the organization, the highest $503,504 (JOHN MCVEIGH, HEAD OF SCHOOL).
- How much revenue does HOLDERNESS SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $30,371,655, expenses of $30,649,003 and total assets of $165,155,561 at year end.
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