THE HOTCHKISS SCHOOL Charity Report

Public IRS 990 nonprofit record

THE HOTCHKISS SCHOOL

EIN 06-0647018 · Education (B250)

What they do

THE HOTCHKISS SCHOOL SEEKS to INSPIRE A DIVERSE RANGE of STUDENTS (SEE CONTINUATION ON SCHEDULE O) WHO ARE COMMITTED to THE BETTERMENT of SELF and SOCIETY, and to CULTIVATE IN THEM AT THE HIGHEST STANDARDS of EXCELLENCE (IMAGINATION and INTELLECT, OPENNESS and PERSONAL INTEGRITY, EMPATHY and RESPONSIBLE CITIZENSHIP) THAT THEY MAY DISCOVER and FULFILL THEIR POTENTIAL AS INDIVIDUALS FULLY ENGAGED IN OUR WORLD.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $67.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders42 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

51.03%of revenue went to mission work67.1% of expenses · Program services

5.71%of revenue went to fundraising7.5% of expenses

$76.01spent for every $100 of revenueRevenue covered expenses this year.

19.27%of revenue went to management and office costs25.3% of expenses

$9.62in assets for every $1 spent this yearSome assets cannot be spent right away.

31.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,247,135 for CRAIG W BRADLEY (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$126,383,221

Mission workProgram services$64,494,90251.03% of revenue67.1% of expenses

ManagementOffice and general costs$24,352,20519.27% of revenue25.3% of expenses

FundraisingAsking for donations$7,218,5065.71% of revenue7.5% of expenses

Revenue left after expensesReported annual surplus$30,317,60823.99% of revenueShown in gray on the chart

Total expenses$96,065,61376.01% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 67.1% mission · 25.3% management · 7.5% fundraisingTotal expenses: 76.01% of revenue

2023Expense mix: 70.3% mission · 24.1% management · 5.7% fundraisingTotal expenses: 84.62% of revenue

2022Expense mix: 75.1% mission · 19.1% management · 5.8% fundraisingTotal expenses: 94.27% of revenue

2021Expense mix: 74.8% mission · 20.1% management · 5.2% fundraisingTotal expenses: 81.21% of revenue

2020Expense mix: 69.1% mission · 26.2% management · 4.8% fundraisingTotal expenses: 59.11% of revenue

2019Expense mix: 72.2% mission · 21.7% management · 6.1% fundraisingTotal expenses: 92.74% of revenue

2018Expense mix: 66.8% mission · 28.2% management · 5.0% fundraisingTotal expenses: 96.43% of revenue

2017Expense mix: 74.0% mission · 20.4% management · 5.5% fundraisingTotal expenses: 81.54% of revenue

Money in and money out

Revenue$126,383,221

Expenses$96,065,613

Annual surplus $30,317,608 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$64,494,902 · 67.1% of expenses

Management and office costs$24,352,205 · 25.3% of expenses

Fundraising$7,218,506 · 7.5% of expenses

See all reported dollar amounts

Revenue$126,383,221

Expenses$96,065,613

Assets$924,421,253

Income$150,004,495

Contributions$40,067,588

Mission work (program services)$64,494,902

Fundraising$7,218,506

Grants given$260,450

Average grant$65,113

Management and general$24,352,205

Stocks and bonds$59,039,800

Accounting fees$238,823

Investing fees$3,246,695

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

CRAIG W BRADLEYHEAD OF SCHOOL · 40 hrs/week $1,247,135Base $1,043,266 · Other $203,869

NINETTE ENRIQUECHIEF ADVANCEMENT OFFICER · 40 hrs/week $493,466Base $394,783 · Other $98,683

SANDRA J LYNCHCFO (UNTIL 5/30/25) · 40 hrs/week $476,181Base $412,233 · Other $63,948

ERBY L MITCHELL ASST HOS& DEAN OF ADMISSON & FINANCIAL AID · 40 hrs/week $466,259Base $317,820 · Other $148,439

AMBER DOUGLASASSOCIATE HEAD OF SCHOOL · 40 hrs/week $406,308Base $293,045 · Other $113,263

RICHARD HAZELTONDEAN OF SUMMER PROGRAMS · 40 hrs/week $314,535Base $195,768 · Other $118,767

ZACHARY MCCLAINMEDICAL DIRECTOR · 40 hrs/week $286,962Base $244,669 · Other $42,293

HOPE COBERACHIEF COMMUNICATIONS OFFICER · 40 hrs/week $285,321Base $241,383 · Other $43,938

GRETCHEN DWYER EXECUTIVEDIRECTOR OF LEADERSHIP GIVING · 40 hrs/week $257,431Base $225,865 · Other $31,566

JOHN BRYANTDIRECTOR OF FACILITIES · 40 hrs/week $256,470Base $201,454 · Other $55,016

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (42)

CRAIG W BRADLEYHEAD OF SCHOOL

NINETTE ENRIQUECHIEF ADVANCEMENT OFFICER

SANDRA J LYNCHCFO (UNTIL 5/30/25)

ERBY L MITCHELL ASST HOS& DEAN OF ADMISSON & FINANCIAL AID

AMBER DOUGLASASSOCIATE HEAD OF SCHOOL

RICHARD HAZELTONDEAN OF SUMMER PROGRAMS

ZACHARY MCCLAINMEDICAL DIRECTOR

HOPE COBERACHIEF COMMUNICATIONS OFFICER

GRETCHEN DWYER EXECUTIVEDIRECTOR OF LEADERSHIP GIVING

JOHN BRYANTDIRECTOR OF FACILITIES

MICHAEL MARSTRUSTEE

ROGER K SMITHTRUSTEE (FROM 7/1/24)

NAVEEN NATARAJTRUSTEE (FROM 7/1/24)

JOSEPH BARATTATRUSTEE

PATRICIA B FARMAN-FARMAIANTRUSTEE

RAFAEL CARBONELLTRUSTEE (FROM 7/1/24)

RAYMOND MCGUIREVICE PRESIDENT

U GWYN WILLIAMSSECRETARY

RHONDA R TROTTERTRUSTEE

TIMOTHY P SULLIVANTRUSTEE

RICHARD WEILTRUSTEE

ROBERT CHARTENERVICE PRESIDENT

THOMAS SEIDENSTEINTRUSTEE

ROBERT R GOULDCO-PRESIDENT

DAVID WYSHNERTREASURER

ALEXANDER HURSTTRUSTEE

ANNE MATLOCK DINNEENTRUSTEE

ANNIKA LESCOTT-MARTINEZTRUSTEE

BERNICE LEUNG LINTRUSTEE

CARLOS A PEREZTRUSTEE

CHARLES AYRES JRTRUSTEE

CHRISTOPHER R REDLICH JRTRUSTEE

CRISTINA MARIANI-MAYTRUSTEE

MARTIN KELLYTRUSTEE (FROM 7/1/24)

ELIZABETH GARDNER HINESCO-PRESIDENT

ELIZABETH J FORDTRUSTEE

IGNACIO JAYANTITRUSTEE

JOHN KHOURYTRUSTEE

JOHN R GRUBETRUSTEE

AARON OBERMANTRUSTEE

JULIA TINGLEY KIVITZTRUSTEE (FROM 7/1/24)

MARGARITA OBYRNE CURTISTRUSTEE (FROM 7/1/24)

About this charity

Recognized since: January 1925
Location: 11 INTERLAKEN ROAD, LAKEVILLE, CT 06039
County: Litchfield
In care of: MARIA L KIMSEY
Primary officer: MARIA L KIMSEY, INTERIM CFOO

How to reach them

WebsiteVisit the charity’s website Phone(860) 435-2519 Officer phone(860) 435-2591

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: RSM US LLP
NTEE classification: Education (B250)
Grant-giving organization: Yes