THE NEW HAMPTON SCHOOL (EIN 020223634) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1821

Legal Domicile

Principal Officer

JOSEPH WILLIAMS

Phone

6036773400

Tax Period

2024-07-01 to 2025-06-30

THE NEW HAMPTON SCHOOL, founded in 1821, is a mid-sized nonprofit in the Education sector that reported $28.4M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $27.5M left a modest 3% surplus.

Mission

PROMOTE LITERATURE, SCIENCE & USEFUL ARTS EDUCATION TO STUDENTS IN GRADES 9 THROUGH PG

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,289,017

Program Service Revenue $23,008,906

Investment Income $3,164,086

Other Revenue $-29,086

TOTAL REVENUE $28,432,923

Expense Breakdown

Grants Paid $6,404,700

Salaries & Benefits $11,588,831

Fundraising Expenses $1,874,703

Program Expenses $21,703,393

Other Expenses $9,461,396

TOTAL EXPENSES $27,454,927

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,432,923	$30,044,274	-0.1%
Expenses	$27,454,927	$26,722,818	+0.0%
Net Income	$977,996	$3,321,456	-0.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

214

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$638,441

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARL V KIMBALL	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
ALFORD J DEMPSEY JR	SECRETARY	1.00	Officer Director	$0	$0	$0
MONA C ADAMS	TRUSTEE	1.00	Director	$0	$0	$0
RODNEY W AMES JR	TRUSTEE	1.00	Director	$0	$0	$0
JOE F ARDAGNA	COMMITTEE CHAIR, FINANCE	1.00	Director	$0	$0	$0
JENNIFER S BERRY	TRUSTEE	1.00	Director	$0	$0	$0
COLLIN D BRAY	COMMITTEE CHAIR, ADVANCEME	1.00	Director	$0	$0	$0
ERIC R BUCK	COMMITTEE CHAIR, BUILDINGS	1.00	Director	$0	$0	$0
ALICIA M BURROWS	COMMITTEE CHAIR, PROGRAM	1.00	Director	$0	$0	$0
JOHN D COURIS	TRUSTEE	1.00	Director	$0	$0	$0
PETER W GALLETLY	TRUSTEE	1.00	Director	$0	$0	$0
LINDSAY HOBSON	TRUSTEE	1.00	Director	$0	$0	$0
RYAN G KING	TRUSTEE	1.00	Director	$0	$0	$0
EARL R LEWIS III	TRUSTEE	1.00	Director	$0	$0	$0
ZACHARY S MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW MCKENNA	TRUSTEE	1.00	Director	$0	$0	$0
PETER A MERRIGAN	TRUSTEE	1.00	Director	$0	$0	$0
ROBINSON C MOORE	COMMITTEE CHAIR, ADMISSION	1.00	Director	$0	$0	$0
STEPHEN H PERRY	TRUSTEE	1.00	Director	$0	$0	$0
FREDERICK M PEYSER III	COMMITTEE CHAIR, GOVERNANC	1.00	Director	$0	$0	$0
CLARE K ROTHSCHILD	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM B VAN INGEN	TRUSTEE	1.00	Director	$0	$0	$0
ANDRONICA T WHEELOCK	TRUSTEE	1.00	Director	$0	$0	$0
BRAD D WINER	TRUSTEE	1.00	Director	$0	$0	$0
JUN YAO	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH WILLIAMS	HEAD OF SCHOOL	40.00	Officer	$376,373	$56,024	$432,397
KATHLEEN HOWE	DIRECTOR OF FINANCE AND OP	40.00	Officer	$173,522	$32,522	$206,044
DAVID PERFIELD	ASST HEAD OF SCHOOL	40.00	Highest	$167,815	$45,337	$213,152
ROBERT DEFREITAS	LEADERSHIP AND PLANNED GIVING OFFICER	40.00	Highest	$102,003	$27,600	$129,603
SARAH DEBENEDICTIS	DIRECTOR OF ADVANCEMENT	40.00	Highest	$158,273	$65,558	$223,831

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$28,432,923	$27,454,927	$105,280,694	$977,996
2024	$30,044,274	$26,722,818	$111,371,800	$3,321,456
2023	$27,985,857	$26,410,858	$103,920,665	$1,574,999
2022	$28,171,806	$24,966,859	$98,204,733	$3,204,947
2021	$28,201,061	$24,238,817	$103,820,113	$3,962,244
2020	$22,617,554	$22,789,431	$94,331,924	$-171,877
2019	$23,578,925	$21,916,249	$84,387,598	$1,662,676

THE NEW HAMPTON SCHOOL