Williston Northampton School FY2021 filing

Tax-deductible

Easthampton, MA501(c)(3)Since 1841EducationEIN 04-1975990Revenue $34.8M in FY2021

On file with the IRSwilliston.com19 Payson Ave, 01027-2286 · Easthampton, MATax-exempt since Feb 1944School — 170(b)(1)(A)(ii)

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To operate an innovative private School that educates young minds and prepares them to thrive in a global society.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$1.5M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $3.4M a year · 8% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.5M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
31
named funders · $758K
Looks good: 31 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$40.1M
40% of total assets
Looks good: liabilities are 40% of assets; 50% or less.
Pt X · Ln 26
Independent board members
22
of 23 voting members
Looks good: 22 of 23 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$34.8M
Spent
$34.5M
To programs
85%
Net assets
$59.7M
By yearFY2021–FY2025
Revenue
$34.8M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$34.8M
FY2022$41.6M
FY2023$40.8M
FY2024$45.8M
FY2025$44.3M
Expenses
$34.5M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$34.5M
FY2022$36.8M
FY2023$38.4M
FY2024$38.8M
FY2025$42.0M
Net assets
$59.7M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$59.7M
FY2022$58.0M
FY2023$63.7M
FY2024$76.8M
FY2025$84.9M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1944.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $29.2M Management & general 9% · $3.0M Fundraising 7% · $2.3M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

30 people listed on the 990; $1.5M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Head of School
$369,222Pt VII · Sec A
Asst. Treasurer, CFO
$248,709Pt VII · Sec A
Asst. Secretary, Cao
$169,915Pt VII · Sec A
Director of Advancement
$148,133Pt VII · Sec A
Director of Admissions
$138,765Pt VII · Sec A
Asst. Head of School
$136,405Pt VII · Sec A
Dean of Students
$121,271Pt VII · Sec A
Academic Dean
$120,008Pt VII · Sec A

Robert W Hill III’s $486K as Head of School is at the 87th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Robert W Hill III$485,881$448,465$410,579$381,617$369,222
Peter Holden$270,361$134,444———
Charles B McCullagh JR—$161,055$267,392$254,765$248,709
Eric Yates$214,865$201,297$158,359$193,409$169,915
Christopher Dietrich$155,614$151,455$139,285$142,602$138,765
Laurie Cormier—$155,180$150,377——
Patrick Burke————$148,133
Ann Pickrell———$134,576$136,405

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates young minds and prepares them for a global society through an innovative private school.

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Provided by the organization

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3 programs · $29.2M · in their own filed words · FY2020
01

Provide a secondary education for students grades 7-12. Williston is a boarding school with a day student population. Enrollment is approximately 481. In addition, williston provides student services such as food service, health service, student publications and a variety of clubs and activities for the students.

$22.6Mprogram expense
02

Financial assistance to students awarded on the basis of need enables the school to serve students who otherwise would be unable to attend.

$6.2Mprogram expense
03

Merit aid and tuition discounts.

$360Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 31 funders →
Grants paid · 27 grants · $37.0M · 2020–2024
Unitemized GrantFY2024$8,003,450
Unitemized GrantFY2024$401,833
Unitemized GrantFY2024$99,594
Workhub CorpMA · FY2024$10,000
Unitemized GrantFY2023$6,945,934
Unitemized GrantFY2023$393,130
Unitemized GrantFY2023$104,836
City of EasthamptonFY2023$10,000
Cityspace INCMA · FY2023$10,000
Unitemized GrantFY2022$6,726,152
Unitemized GrantFY2022$376,033
Unitemized GrantFY2022$36,858
City of EasthamptonFY2022$21,630
Cityspace INCMA · FY2022$10,000
Unitemized GrantFY2021$6,740,965
See all 27 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$34.8M
Ln 12
Fees for servicesLn 2g$26.6M
Gifts and grantsLn 1h$3.8M
Other incomeLn 4–11$3.4M
Money outPt IX
$34.5M
Ln 25
Programscol B$29.2M
Managementcol C$3.0M
Fundraisingcol D$2.3M
Owns and owesPt X
$59.7M
net assets · Ln 32
Cash and savingsLn 1–2$6.1M
Total assetsLn 16$99.8M
LiabilitiesLn 26$40.1M
PeoplePt VI, VII
30
listed · VII A
PaidVII A8
Voting boardVI 1a23
IndependentVI 1b22
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.8M
Noncash giftsLn 1g$1.5M
Fees for servicesLn 2g$26.6M
Investment incomeLn 3$985K
Other incomeLn 4–11$3.4M
Gains on assetsLn 7$210K
Total revenueLn 12$34.8M
Assets in detailPt X, end of year
CashLn 1$5K
SavingsLn 2$6.1M
Cash and savings togetherLn 1–2$6.1M
InvestmentsLn 11–13$45.8M
Land, buildings, equipmentLn 10c$43.5M
Other assetsLn 15$22K
Total assetsLn 16$99.8M
LiabilitiesLn 26$40.1M
Net assetsLn 32$59.7M
OperationsPt I, VI
EmployeesI 5270
VolunteersI 6392
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$6.2M$6.1M
InvestmentsLn 11–13$39.3M$45.8M
Land, buildings, equipmentLn 10c$43.7M$43.5M
Total assetsLn 16$94.6M$99.8M
LiabilitiesLn 26$43.9M$40.1M
Net assetsLn 32$50.7M$59.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$32K$32K
Grants to domestic individualsLn 2$6.6M$6.6M
Pay of current officers, directors and key staffLn 5$1.0M$255K$376K$383K
Pay of disqualified personsLn 6$89K$89K
Other salaries and wagesLn 7$10.6M$8.6M$1.0M$963K
Pension plan contributionsLn 8$557K$426K$69K$62K
Other employee benefitsLn 9$3.2M$2.5M$396K$361K
Payroll taxesLn 10$837K$640K$103K$94K
Legal feesLn 11b$110K$110K
Accounting feesLn 11c$90K$90K
Professional fundraising feesLn 11e$21K$21K
Investment management feesLn 11f$85K$85K
Advertising and promotionLn 12$218K$109K$55K$55K
Office expensesLn 13$14K$11K$1K$1K
Information technologyLn 14$550K$358K$193K
OccupancyLn 16$1.1M$1.0M$53K$11K
TravelLn 17$5K$1K$3K$1K
InterestLn 20$653K$614K$33K$7K
Depreciation, depletion and amortizationLn 22$3.0M$2.8M$149K$30K
InsuranceLn 23$325K$305K$16K$3K
Other expenses (24a–d)Ln 24$4.4M$4.3M$57K$12K
All other expensesLn 24e$1.1M$615K$156K$317K
Total functional expensesLn 25$34.5M$29.2M$3.0M$2.3M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $44.3M$42.0M$2.3M$84.9M 990 PDF
FY2024 $45.8M$38.8M$7.0M$76.8M 990 PDF
FY2023 $40.8M$38.4M$2.4M$63.7M 990 PDF
FY2022 $41.6M$36.8M$4.8M$58.0M 990 PDF
FY2021 Viewing $34.8M$34.5M$235K$59.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $34,752,477 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,927,366$3,832,949
I-9 Program service revenuePrior year $26,462,466$26,584,288
I-10 Investment incomePrior year −$74,764$984,738
I-11 Other revenuePrior year $1,252,198$3,350,502
I-12 Total revenuePrior year $31,567,266$34,752,477
I-13 Grants and similar amounts paidPrior year $6,498,755$6,610,878
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $16,251,376$16,313,656
I-16a Professional fundraising feesPrior year $17,795$20,752
I-17 Other expensesPrior year $10,282,997$11,572,361
I-18 Total expensesPrior year $33,050,923$34,517,647
I-19 Revenue less expensesPrior year −$1,483,657$234,830
Part VI · Governance 22 of 23 board members independent, 1 to look at
VI-1a Voting members of the governing body23
VI-1b Independent voting members22
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $34,752,477 across 9 lines filed
Lines not itemized here account for $15,955 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$3,832,949
VIII-1g Noncash contributions (included above)$1,524,579
VIII-1h Total contributions, gifts and grants$3,832,949
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $26,584,288$26,584,288
VIII-3 Investment incomeUnrelated business $2,858 · Excluded from tax $771,648$774,506
VIII-6 Net rental income or lossExcluded from tax $43,593$43,593
VIII-7 Net gain or loss on sales of assetsExcluded from tax $210,232$210,232
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $135,956 · Unrelated business $370,998 · Excluded from tax $2,784,000$3,290,954
VIII-12 Total revenueRelated to mission $26,720,244 · Unrelated business $373,856 · Excluded from tax $3,825,428$34,752,477
Part IX · Statement of functional expenses $34,517,647 across 22 lines filed
IX-1 Grants to domestic organizationsPrograms $31,529$31,529
IX-2 Grants to domestic individualsPrograms $6,579,349$6,579,349
IX-5 Pay of current officers, directors and key staffPrograms $255,314 · Management $376,314 · Fundraising $382,611$1,014,239
IX-6 Pay of disqualified personsPrograms $88,612$88,612
IX-7 Other salaries and wagesPrograms $8,588,192 · Management $1,047,276 · Fundraising $962,634$10,598,102
IX-8 Pension plan contributionsPrograms $425,740 · Management $68,558 · Fundraising $62,439$556,737
IX-9 Other employee benefitsPrograms $2,461,383 · Management $396,361 · Fundraising $360,988$3,218,732
IX-10 Payroll taxesPrograms $640,237 · Management $103,099 · Fundraising $93,898$837,234
IX-11b Legal feesManagement $109,507$109,507
IX-11c Accounting feesManagement $90,135$90,135
IX-11e Professional fundraising feesFundraising $20,752$20,752
IX-11f Investment management feesManagement $85,350$85,350
IX-12 Advertising and promotionPrograms $109,012 · Management $54,506 · Fundraising $54,506$218,024
IX-13 Office expensesPrograms $11,032 · Management $1,437 · Fundraising $1,321$13,790
IX-14 Information technologyPrograms $357,822 · Management $192,673$550,495
IX-16 OccupancyPrograms $1,000,310 · Management $53,208 · Fundraising $10,642$1,064,160
IX-17 TravelPrograms $1,487 · Management $2,775 · Fundraising $1,140$5,402
IX-20 InterestPrograms $613,679 · Management $32,643 · Fundraising $6,529$652,851
IX-22 Depreciation, depletion and amortizationPrograms $2,797,675 · Management $148,813 · Fundraising $29,763$2,976,251
IX-23 InsurancePrograms $305,342 · Management $16,242 · Fundraising $3,248$324,832
IX-24 Other expenses (24a–d)Programs $4,325,036 · Management $56,688 · Fundraising $12,063$4,393,787
IX-24e All other expensesPrograms $614,566 · Management $155,875 · Fundraising $317,336$1,087,777
IX-25 Total functional expensesPrograms $29,206,317 · Management $2,991,460 · Fundraising $2,319,870$34,517,647
Part X · Balance sheet $99,838,063 assets, 21 lines filed
Asset lines not itemized here account for $932; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $5,649$5,449
X-2 Savings and temporary cash investmentsStart of year $6,238,342$6,098,670
X-3 Pledges and grants receivableStart of year $4,365,977$3,039,646
X-4 Accounts receivableStart of year $51,017$57,080
X-8 Inventories for sale or useStart of year $394,015$508,457
X-9 Prepaid expenses and deferred chargesStart of year $604,824$777,526
X-10c Land, buildings and equipment, netStart of year $43,652,954$43,499,112
X-11 Publicly traded securitiesStart of year $38,145,964$44,840,332
X-12 Other securitiesStart of year $1,117,917$989,225
X-15 Other assetsStart of year $32,414$21,634
X-16 Total assetsStart of year $94,614,229$99,838,063
X-17 Accounts payable and accrued expensesStart of year $3,785,622$2,809,472
X-19 Deferred revenueStart of year $6,972,470$9,702,369
X-20 Tax-exempt bond liabilitiesStart of year $22,041,418$21,358,644
X-24 Unsecured notes and loans payableStart of year $8,270,275$4,118,482
X-25 Other liabilitiesStart of year $2,823,185$2,105,718
X-26 Total liabilitiesStart of year $43,892,970$40,094,685
X-27 Net assets without donor restrictionsStart of year $20,643,061$25,279,254
X-28 Net assets with donor restrictionsStart of year $30,078,198$34,464,124
X-32 Total net assets or fund balancesStart of year $50,721,259$59,743,378
X-33 Total liabilities and net assetsStart of year $94,614,229$99,838,063
Part XI · Reconciliation of net assets $59,743,378 net assets at year end
XI-1 Total revenue$34,752,477
XI-2 Total expenses$34,517,647
XI-3 Revenue less expenses$234,830
XI-4 Net assets at start of year$50,721,259
XI-5 Net unrealized gains (losses) on investments$8,921,163
XI-9 Other changes in net assets−$133,874
XI-10 Net assets at end of year$59,743,378

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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