Civic Intelligence

Waynflete School

990 • Fiscal year 2022 • EIN 01-0211565

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

360 Spring StreetPortland, ME 04102-3643

(207) 774-5721

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.38x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.94x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

66th percentile

$461,588

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

45th percentile

-2.2%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Assets

Down

$63,324,930

Down $1,418,361 (-2.2%) from 2021

Net Assets

Up

$39,352,476

Up $1,010,784 (+2.6%) from 2021

Liabilities

Down

$23,972,454

Down $2,429,145 (-9.2%) from 2021

Revenue

Up

$25,459,358

Up $2,433,831 (+11%) from 2021

Expenses

Down

$21,723,378

Down $605,133 (-2.7%) from 2021

Net Income

Up

$3,735,980

Up $3,038,964 (+436%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $38,540,590Liabilities 2010: $16,337,838Net Assets 2010: $22,202,7522010Assets 2011: $43,469,069Liabilities 2011: $16,415,489Net Assets 2011: $27,053,5802011Assets 2012: $43,079,831Liabilities 2012: $18,045,773Net Assets 2012: $25,034,0582012Assets 2013: $44,070,766Liabilities 2013: $16,134,503Net Assets 2013: $27,936,2632013Assets 2014: $46,820,703Liabilities 2014: $16,419,726Net Assets 2014: $30,400,9772014Assets 2015: $45,805,192Liabilities 2015: $17,287,150Net Assets 2015: $28,518,0422015Assets 2016: $46,553,384Liabilities 2016: $18,357,556Net Assets 2016: $28,195,8282016Assets 2017: $49,474,646Liabilities 2017: $17,159,746Net Assets 2017: $32,314,9002017Assets 2018: $59,692,021Liabilities 2018: $26,191,422Net Assets 2018: $33,500,5992018Assets 2019: $58,756,683Liabilities 2019: $25,787,388Net Assets 2019: $32,969,2952019Assets 2020: $56,687,644Liabilities 2020: $25,393,449Net Assets 2020: $31,294,1952020Assets 2021: $64,743,291Liabilities 2021: $26,401,599Net Assets 2021: $38,341,6922021Assets 2022: $63,324,930Liabilities 2022: $23,972,454Net Assets 2022: $39,352,4762022Assets 2023: $66,669,948Liabilities 2023: $22,498,317Net Assets 2023: $44,171,6312023Assets 2024: $70,816,327Liabilities 2024: $21,744,464Net Assets 2024: $49,071,8632024Assets 2025: $79,322,942Liabilities 2025: $23,023,694Net Assets 2025: $56,299,2482025

Highlighted filing

2022

Assets$63,324,930
Liabilities$23,972,454
Net Assets$39,352,476

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $14,023,9142010Expenses 2011: $14,168,6622011Revenue 2012: $15,546,259Expenses 2012: $15,435,202Net Income 2012: $111,0572012Revenue 2013: $18,444,216Expenses 2013: $16,510,309Net Income 2013: $1,933,9072013Revenue 2014: $17,369,019Expenses 2014: $17,064,805Net Income 2014: $304,2142014Revenue 2015: $17,967,261Expenses 2015: $18,599,657Net Income 2015: -$632,3962015Revenue 2016: $20,894,660Expenses 2016: $19,184,092Net Income 2016: $1,710,5682016Revenue 2017: $24,985,342Expenses 2017: $19,661,941Net Income 2017: $5,323,4012017Revenue 2018: $20,766,668Expenses 2018: $20,537,396Net Income 2018: $229,2722018Revenue 2019: $20,275,913Expenses 2019: $20,636,362Net Income 2019: -$360,4492019Revenue 2020: $20,348,490Expenses 2020: $21,123,544Net Income 2020: -$775,0542020Revenue 2021: $23,025,527Expenses 2021: $22,328,511Net Income 2021: $697,0162021Revenue 2022: $25,459,358Expenses 2022: $21,723,378Net Income 2022: $3,735,9802022Revenue 2023: $27,030,385Expenses 2023: $24,065,051Net Income 2023: $2,965,3342023Revenue 2024: $29,462,350Expenses 2024: $26,364,273Net Income 2024: $3,098,0772024Revenue 2025: $32,017,492Expenses 2025: $26,643,684Net Income 2025: $5,373,8082025

Highlighted filing

2022

Revenue$25,459,358
Expenses$21,723,378
Net Income$3,735,980
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.2
Gross Receipts
$32,103,793
Mission and Program Overview

Mission

To offer lower, middle, and upper school education which engages the imagination and intellect of its students, guides them towards self- governance and self-knowledge and encourages their responsible and caring participation in the world.

To offer lower, middle and upper school education which engages the imagination and intellect of its students, guides them towards self-governance and self-knowledge and encourages their responsible and caring participation in the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$23,882,801$24,601,686▲ $718,885
Investments in Publicly Traded Securities$24,669,090$19,472,529▼ $5,196,561
Cash and Non-Interest-Bearing Accounts$6,157,621$8,384,513▲ $2,226,892
Investments Other Securities$5,699,318$7,448,436▲ $1,749,118
Savings and Temporary Cash Investments$3,068,078$2,381,278▼ $686,800
Pledges and Grants Receivable$897,393$709,256▼ $188,137
Prepaid Expenses and Deferred Charges$360,345$321,843▼ $38,502
Accounts Receivable$6,343$3,956▼ $2,387
Total Assets$64,743,291$63,324,930▼ $1,418,361
Other Assets Total$2,302$1,433▼ $869
Liabilities
Tax Exempt Bond Liabilities$17,794,585$17,327,364▼ $467,221
Deferred Revenue$3,350,395$3,963,106▲ $612,711
Accounts Payable and Accrued Expenses$1,958,201$1,884,635▼ $73,566
Mortgage Notes Payable Secured by Investment Property$1,525,575--
Other Liabilities$1,772,843$797,349▼ $975,494
Total Liabilities$26,401,599$23,972,454▼ $2,429,145
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,993,389$26,644,127▲ $2,650,738
Net Assets With Donor Restrictions$14,348,303$12,708,349▼ $1,639,954
Total Net Assets Fund Balance$38,341,692$39,352,476▲ $1,010,784
Total Liabilities and Net Assets / Fund Balance$64,743,291$63,324,930▼ $1,418,361

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$23,420,245$12,728,111$36,148,356
Other Land Buildings$389,526$1,378,731$1,768,257
Land$714,802-$714,802
Equipment$77,113$397,210$474,323
Other Securities$7,448,436--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$30,530,742$320,251▼ $2,329,584$726,032$27,257,210
2021$24,013,745$652,012▲ $7,118,549$587,199$30,530,742
2020$25,438,957$225,049▼ $429,180$685,533$24,013,745
2019$25,394,577$326,620▲ $911,505$646,627$25,438,957
2018$24,060,840$722,519▲ $1,770,240$663,862$25,394,577
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wagg GeoffHead of SchoolFT$288,692$172,896$461,588
Breen Lynne M FinleyDean of AdmissionFT$125,165$36,934$162,099
Hopkins Anne ScribnerLower School DirectorFT$114,600$30,197$144,797
Pagenstecher Mary JaneDirector of Performing ArtsFT$100,539$39,792$140,331
Muralidhara DivyaMiddle School DirectorFT$114,600$21,698$136,298
Mccolgan CarrieDirector of Finance & OperationFT$103,539$18,501$122,040
Thurston JohnCollege CounselorFT$102,731$19,246$121,977

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Shaw Brothers Construction INCConstruction341 MOSHER RD, Gorham, ME 04038$559,533
Custom Coach Of PortlandTransportation Services19 BARTLETT ROAD, Gorham, ME 04038$114,673
Revenue and Support

Revenue Composition

Contributions and Grants
$3,292,249
Program Service Revenue
$20,614,024
Investment Income
$1,570,291
Other Revenue
$-17,206
All Other Contributions
$1,747,657
Change in Net Assets
$3,735,980

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$25,987Stock Exchange Fair Market Value (FMV)
Total Noncash Contributions5$25,987-

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,176,436
Revenue Not Reported on Financial Statements
$5,282,922
Revenue Not Reported on Form 990
$-2,183,209
Other Revenue Adjustments
$5,209,298
Total Revenue per Audited Statements
$17,993,227
Total Revenue per Form 990
$25,459,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,567,762
Grants and Similar Amounts Paid$5,203,618
Other Expenses$3,951,998
Total Fundraising Expense$523,121
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,793,025$1,120,960$266,353$9,180,338
Grants to Domestic Individuals$5,203,618--$5,203,618
Other Employee Benefits$1,976,024$219,021$55,535$2,250,580
Depreciation Depletion$909,071--$909,071
Payroll Taxes$534,082$117,401$20,212$671,695
Interest-$544,615-$544,615
Current Officers, Directors, Trustees, and Key Employees-$435,226$29,923$465,149
Occupancy$269,688--$269,688
Advertising$62,103$135,584$34,141$231,828
Insurance$115,236--$115,236
Travel$76,841$169$3,699$80,709
Fees for Service Investment Mgmnt Fees-$73,624-$73,624
Fees for Services Legal-$51,828-$51,828
Fees for Services Other$40,246$1,286-$41,532
Fees for Services Accounting-$27,809-$27,809
Other Expenses$13,866$5,680$13,808$5,680
All Other Expenses-$5,536-$5,536
Total Functional Expenses$18,217,728$2,982,529$523,121$21,723,378

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,723,378
Total Expenses per Audited Statements$16,488,398
Expenses per Audited Statements$16,440,456
Expenses Not Reported on Financial Statements$5,282,922
Other Expense Adjustments$5,209,298
Expenses Not Reported on Form 990$47,942
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,996
Fundraising Direct Expenses$4,989
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Rate Swap Liability$742,270
Capital Lease Obligations$55,079

Bond Issues

BondIssuerIssuedIssue PricePurpose
AFinance Authority Maine2014-10-30$10,360,000REFINANCE 2007 BOND
BFinance Authority Maine2014-10-30$9,640,000FINANCE CAPITAL PROJECTS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$10,360,000--$210,000
B$9,640,000---

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Reviewed by the executive committee of the board of trustees.

Form 990, Part VI, Section B, Line 12C

Conflict of interest is monitored every year, as the trustees are asked to complete a form annually. If a conflict exists, it is discussed and resolved at the board level. Trustees recuse themselves from a vote when a conflict arises. Enforcement is part of the governing process.

Form 990, Part VI, Section B, Line 15A

Mr wagg's compensation was determined by christopher smith, tim soley and vin veroneau , members of the evaluation and compensation committee of the board, after reviewing comparative data from peer schools. They examined salaries for heads of school who had served fewer than 10 years at schools in our comparison group and adjusted mr. Wagg's compensation to bring it closer to the median salary of his peers. The evaluation and compensation committee recommended the salary (which included the base salary, tuition and tuition gross-up calculation for one child) to the full board of trustees. Mr. Wagg's renewed contract and salary were approved by the board of trustees. Total compensation and benefits reported on schedule j include $288,692 for base compensation, $35,465 for tuition for his child and tax gross-up on the tuition in the amount of $17,866, $34,450 for employer and employee contributions for health and dental plans, employee health reimbursement plan and $65,629 for the reportable housing valuation for his contractual obligation to live on campus.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Waynflete School
EIN
01-0211565
Phone
2077745721
Address
360 SPRING STREET, PORTLAND, ME 04102-3643

Signing Officer

Name
Traci Dowd
Title
Business Office Manager
Phone
2077745721
Signed
2023-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Geoffrey Wagg
Formed
1935
Legal Domicile
Me
Voting Board Members
22
Independent Board Members
22
Employees
295
Volunteers
50

Preparer

Firm
Albin Randall & Bennett
Address
PO BOX 445 130 MIDDLE STREET, PORTLAND, ME 04112-0445
Preparer
Jason C Leblanc
Phone
2077721981
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized gain on interest rate swap 1,524,619.

Part XII, Line 2C

Procedures for oversight of the audit and selection of an independent accountant did not change from prior years.

Financial Statement Notes

PART V, LINE 4:

Waynflete has a policy of appropriating funds for distribution each year equal to 5% of its endowment fund's average fair value over the prior 12 quarters through the fiscal year-end preceding the fiscal year in which the distribution is planned. In accordance with upmifa, the school considers the following factors in making a determination to appropriate or accumulate donor-restricted endowment funds: the duration and preservation of the fund; the purposes of the school and donor-restricted endowment fund; general economic conditions; the possible effect of inflation and deflation; the expected total return from income and the appreciation of investments; other resources of the school; and the investment policies of the school.

PART X, LINE 2:

U.s. Gaap prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that the school has taken or expects to take on a tax return. The school recognizes the tax benefits from uncertain tax positions if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such positions are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The school does not believe it has taken a position on its tax returns which would require the recognition of a tax benefit and, accordingly, no adjustment to the financial statements has been made.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses 42,953. Unrealized gain on interest rate swap 1,524,619. Special event expenses 4,989.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Financial aid 5,203,618. Bad debt expense 5,680.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses 42,953. Special event expense 4,989.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid 5,203,618. Bad debt expense 5,680.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2450.00
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2318501
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2436934
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2530197
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2621698
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2739792
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2819246
IRS990/Form990PartVIISectionAGrp/PersonNm0ADAN ABUKAR
IRS990/Form990PartVIISectionAGrp/PersonNm1ARMSTRONG KATHERINE
IRS990/Form990PartVIISectionAGrp/PersonNm2ARONSON KRISTA
IRS990/Form990PartVIISectionAGrp/PersonNm3BURNHAM KATE
IRS990/Form990PartVIISectionAGrp/PersonNm4CANNING MARIA
IRS990/Form990PartVIISectionAGrp/PersonNm5COHEN BRANDON
IRS990/Form990PartVIISectionAGrp/PersonNm6DEVINE BEN
IRS990/Form990PartVIISectionAGrp/PersonNm7DUFAUCHARD NICOLE
IRS990/Form990PartVIISectionAGrp/PersonNm8LEWIS DALE
IRS990/Form990PartVIISectionAGrp/PersonNm9LI EDWARD
IRS990/Form990PartVIISectionAGrp/PersonNm10MARCH COLIN
IRS990/Form990PartVIISectionAGrp/PersonNm11PORTA JED
IRS990/Form990PartVIISectionAGrp/PersonNm12SCHAIR JUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm13SEMMES ELONIDE
IRS990/Form990PartVIISectionAGrp/PersonNm14SHINN DEBORAH
IRS990/Form990PartVIISectionAGrp/PersonNm15SMITH CHRISTOPHER
IRS990/Form990PartVIISectionAGrp/PersonNm16UMMAH KHALILAH
IRS990/Form990PartVIISectionAGrp/PersonNm17VALDMANIS WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm18CLOUDMAN CATHERINE
IRS990/Form990PartVIISectionAGrp/PersonNm19LANGER BETSY
IRS990/Form990PartVIISectionAGrp/PersonNm20SOLEY TIM
IRS990/Form990PartVIISectionAGrp/PersonNm21TROIANO JEFF
IRS990/Form990PartVIISectionAGrp/PersonNm22WAGG GEOFF
IRS990/Form990PartVIISectionAGrp/PersonNm23MCCOLGAN CARRIE
IRS990/Form990PartVIISectionAGrp/PersonNm24BREEN LYNNE M FINLEY
IRS990/Form990PartVIISectionAGrp/PersonNm25HOPKINS ANNE SCRIBNER
IRS990/Form990PartVIISectionAGrp/PersonNm26MURALIDHARA DIVYA
IRS990/Form990PartVIISectionAGrp/PersonNm27PAGENSTECHER MARY JANE
IRS990/Form990PartVIISectionAGrp/PersonNm28THURSTON JOHN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23103539
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24125165
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25114600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26114600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27100539
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28102731
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt22HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIR OF FINANCE & OPERATION
IRS990/Form990PartVIISectionAGrp/TitleTxt24DEAN OF ADMISSION
IRS990/Form990PartVIISectionAGrp/TitleTxt25LOWER SCHOOL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26MIDDLE SCHOOL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR OF PERFORMING ARTS
IRS990/Form990PartVIISectionAGrp/TitleTxt28COLLEGE COUNSELOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01935
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt04989
IRS990/FundraisingGrossIncomeAmt09996
IRS990/GainOrLossGrp/SecuritiesAmt0385478
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GovernmentGrantsAmt01544592
IRS990/GrantAmt05203618
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05203618
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05203618
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06981971
IRS990/GrossReceiptsAmt032103793
IRS990/GrossRentsGrp/RealAmt020740
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0115236
IRS990/InsuranceGrp/TotalAmt0115236
IRS990/InterestGrp/ManagementAndGeneralAmt0544615
IRS990/InterestGrp/TotalAmt0544615
IRS990/InvestmentIncomeGrp/ExclusionAmt01169936
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01184813
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt014877
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07448436
IRS990/InvestmentsPubTradedSecGrp/BOYAmt024669090
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019472529
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt045
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014504052
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023882801
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024601686
IRS990/LandBldgEquipCostOrOtherBssAmt039105738
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06596493
IRS990/LessRentalExpensesGrp/RealAmt042953
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OFFER LOWER, MIDDLE AND UPPER SCHOOL EDUCATION WHICH ENGAGES THE IMAGINATION AND INTELLECT OF ITS STUDENTS, GUIDES THEM TOWARDS SELF-GOVERNANCE AND SELF-KNOWLEDGE AND ENCOURAGES THEIR RESPONSIBLE AND CARING PARTICIPATION IN THE WORLD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01525575
IRS990/NetAssetsOrFundBalancesBOYAmt038341692
IRS990/NetAssetsOrFundBalancesEOYAmt039352476
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0385478
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0385478
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05007
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05007
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-22213
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-22213
IRS990/NetUnrelatedBusTxblIncmAmt01975
IRS990/NetUnrlzdGainsLossesInvstAmt0-3808542
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt023993389
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt026644127
IRS990/NoncashContributionsAmt025987
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0269688
IRS990/OccupancyGrp/TotalAmt0269688
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02302

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$79.3$23.0$56.3$32.0$26.6$5.37
2024Detailed filing. Detailed filing data is available for this year.$70.8$21.7$49.1$29.5$26.4$3.10
2023Detailed filing. Detailed filing data is available for this year.$66.7$22.5$44.2$27.0$24.1$2.97
2022Detailed filing. Detailed filing data is available for this year.$63.3$24.0$39.4$25.5$21.7$3.74
2021Detailed filing. Detailed filing data is available for this year.$64.7$26.4$38.3$23.0$22.3$0.70
2020Detailed filing. Detailed filing data is available for this year.$56.7$25.4$31.3$20.3$21.1$0.78
2019Detailed filing. Detailed filing data is available for this year.$58.8$25.8$33.0$20.3$20.6$0.36
2018Detailed filing. Detailed filing data is available for this year.$59.7$26.2$33.5$20.8$20.5$0.23
2017Detailed filing. Detailed filing data is available for this year.$49.5$17.2$32.3$25.0$19.7$5.32
2016Detailed filing. Detailed filing data is available for this year.$46.6$18.4$28.2$20.9$19.2$1.71
2015Detailed filing. Detailed filing data is available for this year.$45.8$17.3$28.5$18.0$18.6$0.63
2014Detailed filing. Detailed filing data is available for this year.$46.8$16.4$30.4$17.4$17.1$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.1$16.1$27.9$18.4$16.5$1.93
2012Summary only. Only limited summary data is available for this year.$43.1$18.0$25.0$15.5$15.4$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$16.4$27.1$14.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.5$16.3$22.2$14.0