Civic Intelligence

Berwick Academy Trustees

990 • Fiscal year 2013 • EIN 01-0223755

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 08, 2014

31 Academy StreetSouth Berwick, ME 03908
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.23x

Higher debt load relative to assets than 43% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

63rd percentile

0.53x

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

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

21st percentile

-3.3%

Higher net margin than 21% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

31st percentile

0.4%

Faster asset growth than 31% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$40,996,337

Up $180,325 (+0.4%) from 2012

Net Assets

Down

$31,638,872

Down $236,975 (-0.7%) from 2012

Liabilities

Up

$9,357,465

Up $417,300 (+4.7%) from 2012

Revenue

$17,685,898

No earlier filing loaded for comparison.

Expenses

Up

$18,277,968

Up $1,511,890 (+9.0%) from 2012

Net Income

-$592,070

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $41,233,898Liabilities 2011: $9,463,334Net Assets 2011: $31,770,5642011Assets 2012: $40,816,012Liabilities 2012: $8,940,165Net Assets 2012: $31,875,8472012Assets 2013: $40,996,337Liabilities 2013: $9,357,465Net Assets 2013: $31,638,8722013Assets 2014: $41,522,164Liabilities 2014: $9,507,218Net Assets 2014: $32,014,9462014Assets 2015: $42,175,867Liabilities 2015: $10,777,665Net Assets 2015: $31,398,2022015Assets 2016: $40,698,864Liabilities 2016: $11,198,910Net Assets 2016: $29,499,9542016Assets 2017: $42,820,016Liabilities 2017: $12,172,023Net Assets 2017: $30,647,9932017Assets 2018: $43,342,437Liabilities 2018: $12,183,959Net Assets 2018: $31,158,4782018Assets 2019: $46,078,864Liabilities 2019: $13,476,837Net Assets 2019: $32,602,0272019Assets 2020: $48,765,722Liabilities 2020: $15,261,144Net Assets 2020: $33,504,5782020Assets 2021: $57,917,930Liabilities 2021: $15,111,548Net Assets 2021: $42,806,3822021Assets 2022: $55,863,160Liabilities 2022: $12,935,326Net Assets 2022: $42,927,8342022Assets 2023: $57,717,354Liabilities 2023: $13,198,632Net Assets 2023: $44,518,7222023Assets 2024: $58,625,224Liabilities 2024: $12,180,570Net Assets 2024: $46,444,6542024Assets 2025: $61,131,453Liabilities 2025: $13,297,558Net Assets 2025: $47,833,8952025

Highlighted filing

2013

Assets$40,996,337
Liabilities$9,357,465
Net Assets$31,638,872

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2011: $15,749,6852011Expenses 2012: $16,766,0782012Revenue 2013: $17,685,898Expenses 2013: $18,277,968Net Income 2013: -$592,0702013Revenue 2014: $18,167,381Expenses 2014: $19,258,455Net Income 2014: -$1,091,0742014Revenue 2015: $20,186,026Expenses 2015: $19,867,161Net Income 2015: $318,8652015Revenue 2016: $19,853,957Expenses 2016: $20,343,755Net Income 2016: -$489,7982016Revenue 2017: $20,557,737Expenses 2017: $21,645,463Net Income 2017: -$1,087,7262017Revenue 2018: $22,342,412Expenses 2018: $22,575,409Net Income 2018: -$232,9972018Revenue 2019: $24,203,565Expenses 2019: $23,012,157Net Income 2019: $1,191,4082019Revenue 2020: $23,617,511Expenses 2020: $22,950,753Net Income 2020: $666,7582020Revenue 2021: $28,954,341Expenses 2021: $23,762,102Net Income 2021: $5,192,2392021Revenue 2022: $29,641,493Expenses 2022: $24,447,114Net Income 2022: $5,194,3792022Revenue 2023: $26,057,137Expenses 2023: $26,445,734Net Income 2023: -$388,5972023Revenue 2024: $26,483,792Expenses 2024: $27,110,365Net Income 2024: -$626,5732024Revenue 2025: $26,785,750Expenses 2025: $27,985,157Net Income 2025: -$1,199,4072025

Highlighted filing

2013

Revenue$17,685,898
Expenses$18,277,968
Net Income-$592,070
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 8, 2014
Return Version
2012v2.1
Gross Receipts
$17,697,434
Mission and Program Overview

Mission

To promote "virtue and useful knowledge among the rising generations." for over 200 years, the academy has pursued its mission through a classical education of the whole person. We prepare students to prosper academically in college and to enjoy an enduring commitment to the life of the mind. We teach the creative process of the arts emphasizing performance and exhibition. We promote athletic and physical development within an ethic of sportsmanship. We nurture strength of character, individual responsibility, and a commitment to the common good. Berwick students, teachers, and families comprise a community of learners that instills the ethic of personal excellence. The academy is one school with three divisions each designed to broaden and deepen the foundations of virtue and knowledge for the continuing development of each student's potential.

Filing and Contact Details

Filer

EIN
01-0223755
Raw XML AppendixShowing 400 of 809 raw XML fields

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IRS990/ActivityOrMissionDescription0TO PROMOTE "VIRTUE AND USEFUL KNOWLEDGE AMONG THE RISING GENERATIONS." FOR OVER 200 YEARS, THE ACADEMY HAS PURSUED ITS MISSION THROUGH A CLASSICAL EDUCATION OF THE WHOLE PERSON. WE PREPARE STUDENTS TO PROSPER ACADEMICALLY IN COLLEGE AND TO ENJOY AN ENDURING COMMITMENT TO THE LIFE OF THE MIND. WE TEACH THE CREATIVE PROCESS OF THE ARTS EMPHASIZING PERFORMANCE AND EXHIBITION. WE PROMOTE ATHLETIC AND PHYSICAL DEVELOPMENT WITHIN AN ETHIC OF SPORTSMANSHIP. WE NURTURE STRENGTH OF CHARACTER, INDIVIDUAL RESPONSIBILITY, AND A COMMITMENT TO THE COMMON GOOD. BERWICK STUDENTS, TEACHERS, AND FAMILIES COMPRISE A COMMUNITY OF LEARNERS THAT INSTILLS THE ETHIC OF PERSONAL EXCELLENCE. THE ACADEMY IS ONE SCHOOL WITH THREE DIVISIONS EACH DESIGNED TO BROADEN AND DEEPEN THE FOUNDATIONS OF VIRTUE AND KNOWLEDGE FOR THE CONTINUING DEVELOPMENT OF EACH STUDENT'S POTENTIAL.
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IRS990/Description0INDEPENDENT COEDUCATIONAL COUNTRY DAY SCHOOL, PRE-K THROUGH POST GRADUATE, SERVING OVER 592 STUDENTS FROM THE SEACOAST AREA OF SOUTHERN MAINE, NEW HAMPSHIRE, AND NORTH SHORE MASSACHUSETTS.
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IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/ManagementAndGeneral089058
IRS990/InformationTechnology/Total089058
IRS990/Insurance/ManagementAndGeneral0117675
IRS990/Insurance/Total0117675
IRS990/Interest/ManagementAndGeneral0262626
IRS990/Interest/Total0262626
IRS990/InventoriesForSaleOrUse/BOY034999
IRS990/InventoriesForSaleOrUse/EOY036429
IRS990/InvestmentIncomeCurrentYear0397536
IRS990/InvestmentIncome/ExclusionAmount013311
IRS990/InvestmentIncomePriorYear016735
IRS990/InvestmentIncome/TotalRevenueColumn013311
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY09563612
IRS990/InvestmentsPubTradedSecurities/EOY014737607
IRS990/InvestTaxExemptBonds00
IRS990/LandBldgEquipmentAccumDeprec013329694
IRS990/LandBuildingsEquipmentBasis032831898
IRS990/LandBuildingsEquipmentBasisNet/BOY019932832
IRS990/LandBuildingsEquipmentBasisNet/EOY019502204
IRS990/LessCostOthBasisSalesExpenses/Other00
IRS990/LessRentalExpenses/Real00
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROMOTE "VIRTUE AND USEFUL KNOWLEDGE AMONG THE RISING GENERATIONS." FOR OVER 200 YEARS, THE ACADEMY HAS PURSUED ITS MISSION THROUGH A CLASSICAL EDUCATION OF THE WHOLE PERSON. WE PREPARE STUDENTS TO PROSPER ACADEMICALLY IN COLLEGE AND TO ENJOY AN ENDURING COMMITMENT TO THE LIFE OF THE MIND. WE TEACH THE CREATIVE PROCESS OF THE ARTS EMPHASIZING PERFORMANCE AND EXHIBITION. WE PROMOTE ATHLETIC AND PHYSICAL DEVELOPMENT WITHIN AN ETHIC OF SPORTSMANSHIP. WE NURTURE STRENGTH OF CHARACTER, INDIVIDUAL RESPONSIBILITY, AND A COMMITMENT TO THE COMMON GOOD. BERWICK STUDENTS, TEACHERS, AND FAMILIES COMPRISE A COMMUNITY OF LEARNERS THAT INSTILLS THE ETHIC OF PERSONAL EXCELLENCE. THE ACADEMY IS ONE SCHOOL WITH THREE DIVISIONS EACH DESIGNED TO BROADEN AND DEEPEN THE FOUNDATIONS OF VIRTUE AND KNOWLEDGE FOR THE CONTINUING DEVELOPMENT OF EACH STUDENT'S POTENTIAL.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY062068
IRS990/MortNotesPyblSecuredInvestProp/EOY034551
IRS990/NameOfPrincipalOfficerPerson0GREGORY J SCHNEIDER
IRS990/NbrIndependentVotingMembers022
IRS990/NbrVotingGoverningBodyMembers023
IRS990/NbrVotingMembersGoverningBody023
IRS990/NetAssetsOrFundBalancesBOY031875847
IRS990/NetAssetsOrFundBalancesEOY031638872
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0384225
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0384225
IRS990/NetIncomeOrLoss/RelatedOrExemptFunctionIncome03855
IRS990/NetIncomeOrLoss/TotalRevenueColumn03855
IRS990/NetRentalIncomeOrLoss/ExclusionAmount013330
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn013330
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoncashContributions079609
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith1096054
IRS990/NumberIndependentVotingMembers022
IRS990/NumberIndividualsGT100K04
IRS990/NumberOfContractorsGT100K04
IRS990/NumberOfEmployees0224
IRS990/NumberW2GIncluded01
IRS990/Occupancy/ManagementAndGeneral025002
IRS990/Occupancy/ProgramServices0400878
IRS990/Occupancy/Total0425880
IRS990/OfficeExpenses/ManagementAndGeneral0389800
IRS990/OfficeExpenses/Total0389800
IRS990/OfficerEntityWithBsnssRltnshp01
IRS990/OfficerMailingAddress00
IRS990/OnBehalfOfIssuer00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0686843
IRS990/OtherAssetsTotal/EOY0673287
IRS990/OtherEmployeeBenefits/Fundraising0129831
IRS990/OtherEmployeeBenefits/ManagementAndGeneral0590725
IRS990/OtherEmployeeBenefits/ProgramServices02373599
IRS990/OtherEmployeeBenefits/Total03094155
IRS990/OtherExpensePriorYear04650286
IRS990/OtherExpensesCurrentYear05447146
IRS990/OtherExpenses/Description0SUPPLIES/BOOKS/MAINTENA
IRS990/OtherExpenses/Description1DEPARTMENT/ATHLETICS
IRS990/OtherExpenses/Description2EQUIPMENT
IRS990/OtherExpenses/Description3NET LOSS ON BOND REDEMP

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.1$13.3$47.8$26.8$28.0$1.20
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.6$12.2$46.4$26.5$27.1$0.63
2023Detailed filing. Detailed filing data is available for this year.$57.7$13.2$44.5$26.1$26.4$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.9$12.9$42.9$29.6$24.4$5.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.9$15.1$42.8$29.0$23.8$5.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.8$15.3$33.5$23.6$23.0$0.67
2019Detailed filing. Detailed filing data is available for this year.$46.1$13.5$32.6$24.2$23.0$1.19
2018Detailed filing. Detailed filing data is available for this year.$43.3$12.2$31.2$22.3$22.6$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.8$12.2$30.6$20.6$21.6$1.09
2016Detailed filing. Detailed filing data is available for this year.$40.7$11.2$29.5$19.9$20.3$0.49
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.2$10.8$31.4$20.2$19.9$0.32
2014Detailed filing. Detailed filing data is available for this year.$41.5$9.51$32.0$18.2$19.3$1.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.0$9.36$31.6$17.7$18.3$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.8$8.94$31.9$16.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.2$9.46$31.8$15.7