Civic Intelligence

Berwick Academy Trustees

990T • Fiscal year 2021 • EIN 01-0223755

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

31 Academy StreetSouth Berwick, ME 03908

(207) 384-2164

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

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

Latest loaded filing

2025

Assets$61,131,453
Liabilities$13,297,558
Net Assets$47,833,895

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

Latest loaded filing

2025

Revenue$26,785,750
Expenses$27,985,157
Net Income-$1,199,407
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v1.3
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

Filer Name
Berwick Academy
EIN
01-0223755
Phone
2073842164
Address
31 ACADEMY STREET, SOUTH BERWICK, ME 03908

Signing Officer

Name
Jonathan Douglas
Title
Chief Financial Officer
Phone
2073842164
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Tyler Simms & St Sauveur Cpas Pc
Address
19 MORGAN DRIVE, LEBANON, NH 03766
Preparer
James N Godfrey CPA
Phone
6036530044
Raw XML Appendix66 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS4136/FarmPrpsUndyedDslFuelCrAmt02383
IRS4136/NontaxableUseOfUndyedDiesel/GallonsQty09805
IRS4136/NontaxableUseOfUndyedDiesel/NontaxableUseOfFuelTypeCd007
IRS4136/TotalFuelTaxCreditAmt02383
IRS990T/BooksInCareOfDetail/PersonNm0JONATHAN DOUGLAS
IRS990T/BooksInCareOfDetail/PhoneNum02073842164
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt031 ACADEMY STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SOUTH BERWICK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd003908
IRS990T/BookValueAssetsEOYAmt057917930
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form4136Ind0X
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt02383
IRS990T/OverpaymentSection/RefundAmt02383
IRS990T/PaidTaxLiabilityAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalOtherCreditsAdjPaymentAmt02383
IRS990T/TotalPaymentsAmt02383
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN DOUGLAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02073842164
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERWICK ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0BERW
ReturnHeader/Filer/EIN0010223755
ReturnHeader/Filer/PhoneNum02073842164
ReturnHeader/Filer/USAddress/AddressLine1Txt031 ACADEMY STREET
ReturnHeader/Filer/USAddress/CityNm0SOUTH BERWICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd003908
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020476956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TYLER SIMMS & ST SAUVEUR CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 MORGAN DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEBANON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003766
ReturnHeader/PreparerPersonGrp/PhoneNum06036530044
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES N GODFREY CPA
ReturnHeader/ReturnTs02022-05-13T14:24:44-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOUGLAS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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