Civic Intelligence

Berwick Academy Trustees

990 • Fiscal year 2011 • EIN 01-0223755

Jul 01, 2010 to Jun 30, 2011 • Filed on May 02, 2012

31 Academy Street03908
Siviq Scores

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

Liabilities / Assets

40th percentile

0.23x

Higher debt load relative to assets than 40% of similar nonprofits.

2011 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

9th percentile

-8.5%

Faster asset growth than 9% of similar nonprofits.

2011 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$41,233,898

No earlier filing loaded for comparison.

Net Assets

$31,770,564

No earlier filing loaded for comparison.

Liabilities

$9,463,334

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$15,749,685

No earlier filing loaded for comparison.

Net Income

-

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

2011

Assets$41,233,898
Liabilities$9,463,334
Net Assets$31,770,564

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

2011

Revenue-
Expenses$15,749,685
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 2, 2012
Return Version
2010v3.4
Gross Receipts
$35,774,132
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
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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 PERFORMACE 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 585 STUDENTS FROM THE SEACOAST AREA OF SOUTHERN MAINE, NEW HAMPSHIRE, AND NORTH SHORE MASSACHUSETTS.
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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 PERFORMACE 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/BOY0133048
IRS990/MortNotesPyblSecuredInvestProp/EOY089173
IRS990/NameOfPrincipalOfficerPerson0GREGORY SCHNEIDER
IRS990/NbrIndependentVotingMembers022
IRS990/NbrVotingGoverningBodyMembers023
IRS990/NbrVotingMembersGoverningBody023
IRS990/NetAssetsOrFundBalancesBOY032898585
IRS990/NetAssetsOrFundBalancesEOY031770564
IRS990/NetGainOrLossInvestments/ExclusionAmount06677
IRS990/NetGainOrLossInvestments/TotalRevenueColumn06677
IRS990/NetIncomeFromFundraisingEvents/ExclusionAmount016339
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn017088
IRS990/NetIncomeFromFundraisingEvents/UnrelatedBusinessRevenue0749
IRS990/NetIncomeFromGaming/ExclusionAmount029472
IRS990/NetIncomeFromGaming/TotalRevenueColumn029472
IRS990/NetIncomeOrLoss/RelatedOrExemptFunctionIncome01203
IRS990/NetIncomeOrLoss/TotalRevenueColumn01203
IRS990/NetRentalIncomeOrLoss/ExclusionAmount04747
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn04747
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoncashContributions047585
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith1096019
IRS990/NumberIndependentVotingMembers022
IRS990/NumberIndividualsGT100K01
IRS990/NumberOfContractorsGT100K04
IRS990/NumberOfEmployees0233
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral023376
IRS990/Occupancy/ProgramServices0449409
IRS990/Occupancy/Total0472785
IRS990/OfficeExpenses/Fundraising0105112
IRS990/OfficeExpenses/ManagementAndGeneral0126965
IRS990/OfficeExpenses/ProgramServices0390251
IRS990/OfficeExpenses/Total0622328
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/OnBehalfOfIssuer00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0678310
IRS990/OtherAssetsTotal/EOY0699683
IRS990/OtherEmployeeBenefits/Fundraising060558
IRS990/OtherEmployeeBenefits/ManagementAndGeneral0345553
IRS990/OtherEmployeeBenefits/ProgramServices01360502
IRS990/OtherEmployeeBenefits/Total01766613
IRS990/OtherExpensePriorYear04656191
IRS990/OtherExpensesCurrentYear04812624
IRS990/OtherExpenses/Description0DEPARTMENT/ATHLETICS
IRS990/OtherExpenses/Description1EQUIPMENT
IRS990/OtherExpenses/Description2BAD DEBTS/TUITION ADJUS
IRS990/OtherExpenses/Description3MISCELLANEOUS
IRS990/OtherExpenses/Description4VEHICLES
IRS990/OtherExpenses/ManagementAndGeneral0265632
IRS990/OtherExpenses/ManagementAndGeneral1150741
IRS990/OtherExpenses/ManagementAndGeneral2140013
IRS990/OtherExpenses/ProgramServices0315573
IRS990/OtherExpenses/ProgramServices120313
IRS990/OtherExpenses/Total0315573
IRS990/OtherExpenses/Total1265632
IRS990/OtherExpenses/Total2150741
IRS990/OtherExpenses/Total3140013
IRS990/OtherExpenses/Total420313

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