Civic Intelligence

The Pike School

EIN 04-2104832 • 501(c)3 • Andover, MA

View Organization Page

Profile

A pike education liberates human potential and possibility to transform ourselves and our world and is rooted in our motto, non sibi solum.we value:-authenticity: we embrace the identities of every person.-intellectual ambition: we foster curiosity, inquiry, engagement, and initiative in learning.-social good: we care for ourselves, for one another, and for our community.the pike school strives to be an exemplar for transformational education and a center for purposeful learning, leadership, and impact.

Refreshing map…

34 Sunset Rock RoadAndover, MA 01810

www.pikeschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.18x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.29x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

24th percentile

-3.9%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$526,470

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

35th percentile

1.2%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

9.2%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$30,802,653

Up $378,609 (+1.2%) from 2023

Liabilities

Down

$5,446,515

Down $209,246 (-3.7%) from 2023

Net Assets

Up

$25,356,138

Up $587,855 (+2.4%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin24th percentile

Revenue

Up

$18,842,844

Up $1,591,926 (+9.2%) from 2023

Expenses

Up

$19,578,630

Up $377,883 (+2.0%) from 2023

Net Income

Up

-$735,786

Up $1,214,043 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $26,128,966Liabilities 2011: $6,281,084Net Assets 2011: $19,847,8822011Assets 2012: $25,653,667Liabilities 2012: $6,104,449Net Assets 2012: $19,549,2182012Assets 2013: $25,616,488Liabilities 2013: $5,930,762Net Assets 2013: $19,685,7262013Assets 2014: $26,448,640Liabilities 2014: $6,153,331Net Assets 2014: $20,295,3092014Assets 2015: $26,064,493Liabilities 2015: $6,243,968Net Assets 2015: $19,820,5252015Assets 2016: $27,655,894Liabilities 2016: $6,339,410Net Assets 2016: $21,316,4842016Assets 2017: $27,922,933Liabilities 2017: $6,190,001Net Assets 2017: $21,732,9322017Assets 2018: $29,942,546Liabilities 2018: $6,982,127Net Assets 2018: $22,960,4192018Assets 2019: $29,275,052Liabilities 2019: $6,663,409Net Assets 2019: $22,611,6432019Assets 2020: $29,954,502Liabilities 2020: $8,301,180Net Assets 2020: $21,653,3222020Assets 2021: $31,746,911Liabilities 2021: $5,475,352Net Assets 2021: $26,271,5592021Assets 2022: $30,331,020Liabilities 2022: $5,482,413Net Assets 2022: $24,848,6072022Assets 2023: $30,424,044Liabilities 2023: $5,655,761Net Assets 2023: $24,768,2832023Assets 2024: $30,802,653Liabilities 2024: $5,446,515Net Assets 2024: $25,356,1382024

Highlighted filing

2024

Assets$30,802,653
Liabilities$5,446,515
Net Assets$25,356,138
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2011: $11,524,6172011Expenses 2012: $11,641,6572012Revenue 2013: $13,182,037Expenses 2013: $12,194,649Net Income 2013: $987,3882013Revenue 2014: $12,189,899Expenses 2014: $12,546,475Net Income 2014: -$356,5762014Revenue 2015: $12,910,440Expenses 2015: $12,848,955Net Income 2015: $61,4852015Revenue 2016: $15,099,097Expenses 2016: $13,207,742Net Income 2016: $1,891,3552016Revenue 2017: $13,695,047Expenses 2017: $14,029,525Net Income 2017: -$334,4782017Revenue 2018: $16,347,359Expenses 2018: $15,268,667Net Income 2018: $1,078,6922018Revenue 2019: $15,517,091Expenses 2019: $15,660,166Net Income 2019: -$143,0752019Revenue 2020: $15,170,123Expenses 2020: $15,481,631Net Income 2020: -$311,5082020Revenue 2021: $18,230,890Expenses 2021: $15,704,358Net Income 2021: $2,526,5322021Revenue 2022: $20,982,151Expenses 2022: $16,995,014Net Income 2022: $3,987,1372022Revenue 2023: $17,250,918Expenses 2023: $19,200,747Net Income 2023: -$1,949,8292023Revenue 2024: $18,842,844Expenses 2024: $19,578,630Net Income 2024: -$735,7862024

Highlighted filing

2024

Revenue$18,842,844
Expenses$19,578,630
Net Income-$735,786
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$30,802,653
Liabilities
$5,446,515
Net assets
$25,356,138
Revenue
$18,842,844
Expenses
$19,578,630
Net income
-$735,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.8$5.45$25.4$18.8$19.6$0.74
2023Detailed filing. Detailed filing data is available for this year.$30.4$5.66$24.8$17.3$19.2$1.95
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$5.48$24.8$21.0$17.0$3.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$5.48$26.3$18.2$15.7$2.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.0$8.30$21.7$15.2$15.5$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$6.66$22.6$15.5$15.7$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$6.98$23.0$16.3$15.3$1.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$6.19$21.7$13.7$14.0$0.33
2016Detailed filing. Detailed filing data is available for this year.$27.7$6.34$21.3$15.1$13.2$1.89
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.1$6.24$19.8$12.9$12.8$0.06
2014Detailed filing. Detailed filing data is available for this year.$26.4$6.15$20.3$12.2$12.5$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$5.93$19.7$13.2$12.2$0.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$6.10$19.5$11.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$6.28$19.8$11.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$20,772,989
Mission and Program Overview

Mission

A pike education liberates human potential and possibility to transform ourselves and our world and is rooted in our motto, non sibi solum.we value:-authenticity: we embrace the identities of every person.-intellectual ambition: we foster curiosity, inquiry, engagement, and initiative in learning.-social good: we care for ourselves, for one another, and for our community.the pike school strives to be an exemplar for transformational education and a center for purposeful learning, leadership, and impact.

A pike education ignites a lifelong journey of discovery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$15,564,161$16,799,320▲ $1,235,159
Investments in Publicly Traded Securities$12,712,118$12,561,227▼ $150,891
Accounts Receivable$428,346$558,258▲ $129,912
Savings and Temporary Cash Investments$1,273,485$444,586▼ $828,899
Pledges and Grants Receivable$326,250$306,483▼ $19,767
Prepaid Expenses and Deferred Charges$119,434$132,529▲ $13,095
Cash and Non-Interest-Bearing Accounts$250$250→ $0
Total Assets$30,424,044$30,802,653▲ $378,609
Liabilities
Accounts Payable and Accrued Expenses$1,321,417$1,621,374▲ $299,957
Deferred Revenue$1,598,006$1,390,003▼ $208,003
Other Liabilities$1,137,570$1,257,250▲ $119,680
Tax Exempt Bond Liabilities$1,498,768$1,177,888▼ $320,880
Mortgage Notes Payable Secured by Investment Property$100,000$0▼ $100,000
Total Liabilities$5,655,761$5,446,515▼ $209,246
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,693,031$20,817,593▲ $124,562
Net Assets With Donor Restrictions$4,075,252$4,538,545▲ $463,293
Total Net Assets Fund Balance$24,768,283$25,356,138▲ $587,855
Total Liabilities and Net Assets / Fund Balance$30,424,044$30,802,653▲ $378,609

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,810,961$11,611,212$27,422,173
Equipment$358,509$2,853,254$3,211,763
Other Land Buildings$490,964$1,484,541$1,975,505
Land$138,886-$138,886

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$12,712,118$20,481▲ $1,678,628$1,850,000$12,561,227
2022$12,401,800$29,977▲ $1,080,341$800,000$12,712,118
2021$15,309,329$34,715▼ $2,260,819$681,425$12,401,800
2020$12,307,341$536,708▲ $3,207,280$742,000$15,309,329
2019$12,231,463$298,421▼ $222,543-$12,307,341
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley Marshall WarnockHead of School (thru 03/26/24)FT$398,732$127,738$526,470
William Powers Dir of Finops(thru 3/27/24) Int Head of School(as of 3/28/24)FT$228,623$13,153$241,776
William Powers Dir of Finops(thru 3/27/24) Int Head of School(as of 3/28/24-$228,623$13,153$241,776
Uzma BogwaniDirector of AcademicsFT$179,925$12,098$192,023
Aaron HovelDirector of TechnologyFT$151,052$36,642$187,694
Marybeth HeydHead of Lower SchoolFT$167,227$15,568$182,795
Gina MoranEmployeeFT$111,538$40,314$151,852
Katharine MoranDirector of External AffairsFT$105,000$8,190$113,190

Board Members and Trustees

NameTitle
Tasneem Dahod DohadwalaChair
Heather ClarkVice Chair
Ahmet OzalpBoard Member
Annie MillerBoard Member
Carrie SmotrichBoard Member
Chris PeabodyBoard Member
Claudia BachBoard Member
Elizabeth CieriBoard Member
Emma WuBoard Member
John KoleBoard Member
John YangBoard Member
Matt MurphyBoard Member
Megan KristiansenBoard Member
Mengmeng WangBoard Member
Roberta Crump-burbankBoard Member
Varsha RaoBoard Member
Will SongBoard Member
Salvatore BelliaBoard Member(thru 12/31/23)
Monique JohnsonSecretary
Mark NicholsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Callahan Ac & Heating ServicesContractor Service91 BELMONT STREET, North Andover, MA 01845$664,438
M & R Janitor ServicesJanitorial Services4 OLIVER PLACE, Everett, MA 02149$533,195
FlikFood Services2 INTERNATIONAL DR, Rye Brook, NY 10573$419,383
Integrated DrywallContractor ServicePO BOX 59, Hill, NH 03243$205,433
Andover Electric Services INCElectrical Service19 DALE STREET, Andover, MA 01810$193,669
Revenue and Support

Revenue Composition

Contributions and Grants
$1,050,725
Program Service Revenue
$17,197,537
Investment Income
$360,677
Other Revenue
$233,905
All Other Contributions
$1,050,725
Change in Net Assets
$-735,786

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,919,344
Revenue Not Reported on Financial Statements
$-76,500
Revenue Not Reported on Form 990
$-280,080
Other Revenue Adjustments
$-76,500
Total Revenue per Audited Statements
$18,639,264
Total Revenue per Form 990
$18,842,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,346,376
Other Expenses$5,628,533
Grants and Similar Amounts Paid$1,603,721
Total Fundraising Expense$732,570
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,858,479$1,248,450$430,082$9,537,011
Grants to Domestic Individuals$1,603,721--$1,603,721
Occupancy$1,476,882$31,955$5,326$1,514,163
Depreciation Depletion$878,086$18,063$3,011$899,160
Other Employee Benefits$689,893$137,446$43,137$870,476
Payroll Taxes$612,746$122,076$38,313$773,135
Current Officers, Directors, Trustees, and Key Employees-$690,355-$690,355
Pension Plan Contributions$376,776$75,064$23,559$475,399
Fees for Services Other$19,552$313,306-$332,858
Advertising$56,675$108,336$158,835$323,846
All Other Expenses$84,013$215,161$165$299,339
Office Expenses$68,216$77,777$4,495$150,488
Other Expenses$124,307$23,408$2,740$150,455
Fees for Services Legal-$119,751-$119,751
Information Technology$107,791$3,698$616$112,105
Interest$82,166-$276$82,442
Fees for Services Accounting-$74,135-$74,135
Total Functional Expenses$15,347,306$3,498,754$732,570$19,578,630

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$19,578,630
Total Expenses per Audited Statements$18,051,409
Expenses per Audited Statements$17,974,909
Expenses Not Reported on Financial Statements$1,603,721
Other Expense Adjustments$1,603,721
Expenses Not Reported on Form 990$76,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Tuition Deposits$1,257,250

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Development Finance Agency2013-11-01$3,250,000Refunding prior 2009 issue

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,250,000$3,250,000$2,031,250-

Bond Financing Compliance

No rebate due
No
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
Yes
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

“After filing, a complete copy of the form 990 was provided to all members of the board of trustees.”

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

“At the beginning of each year the board members are asked to fill out conflict of interest forms stating that they understand and will comply to the policy and disclosing any potential conflicts. The school also has a whistleblower policy for any member of the school including the board to report any questions or concerns that arise.”

Form 990, Part VI, Section B, Line 15

“The head of school's contract, including salary and benefits, was negotiated using benchmarking data from similar schools, and was approved by the board. Other senior management receive compensation increases at the same rate as the faculty and staff. Increases are based on benchmarking data and are approved by the board. All discussions and votes are documented in the minutes of the meetings. The process was last completed in fiscal year 2024.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, form 990 and financial statements are available to the public upon request for the same period of disclosure as set forth in section 6104(d). In addition, the form 990 without schedule b is available to the public via candid and the massachusetts office of attorney general's website.”

Filing and Contact Details

Filer

Filer Name
The Pike School Inc
EIN
04-2104832
Phone
9784751197
Address
34 SUNSET ROCK ROAD, ANDOVER, MA 01810

Signing Officer

Name
William Powers
Title
Interim Head of School
Phone
9784751197
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Powers
Formed
1926
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
19
Employees
125
Volunteers
30

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129
Preparer
Karen Lo
Phone
6179129000
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The school's endowment funds are a perpetual source of funding. The endowment funds support the school's general operations, including the professional development of faculty and staff as well as financial aid for students.”

PART X, LINE 2:

“The school follows asc 740, income taxes, which clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the financial statements. It also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure, and transition. Management believes that the school has no material uncertainties in income taxes. With few exceptions, the school is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for three years from the filing date of tax returns. The school will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Financial aid netted with tuition revenue on audited financial statements -1,603,721.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses reported on form 990, part viii, line 6b -76,500.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses reported on form 990, part viii, line 6b 76,500.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid netted with tuition revenue on audited financial statements 1,603,721.”

Raw XML AppendixShowing 400 of 864 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/USAddress/CityNm0ANDOVER
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3INTEGRATED DRYWALL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4ANDOVER ELECTRIC SERVICES INC
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IRS990/ContractorCompensationGrp/ServicesDesc1JANITORIAL SERVICES
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IRS990/Desc0EDUCATIONAL INSTITUTION WHICH PROVIDES INTELLECTUAL AND PERSONAL GROWTH EMPHASIZING FUNDAMENTAL SKILLS WITHIN A BROAD RANGE OF DISCIPLINES. EACH STUDENT PROGRESSED TO THE NEXT GRADE WITH 71 STUDENTS MOVING UP TO HIGH SCHOOL AND SECONDARY SCHOOLS. 437 STUDENTS ARE ENROLLED IN THE SCHOOL YEAR 2023-2024. SCHOOL YEARS RUNS 180 DAYS.LOWER SCHOOL:VIEWED AS YEARS OF EXPLORATIONS AND BEGINNINGS, THE LOWER SCHOOL IS A STRUCTURED YET RELAXED ENVIRONMENT WHERE CHILDREN ARE AFFORDED THE OPPORTUNITY TO DEVELOP SOCIALLY, EMOTIONALLY, PHYSICALLY, AND INTELLECTUALLY. THROUGH SMALL GROUPS AND INDIVIDUAL ATTENTION, LEARNING IS BOTH INTERACTIVE AND STIMULATING. FOR MUCH OF THE DAY, THE CHILDREN ARE IMMERSED IN THEME BASED LEARNING WHERE TOPICS ARE COVERED ACROSS SUBJECT AREAS. BECAUSE MUCH OF THE CURRICULUM IS INTERDISCIPLINARY, THE CLASSROOM TEACHERS CAREFULLY PLAN THEIR ACTIVITIES WITH THE SPECIALISTS TO ENSURE CONTINUITY. FIELD TRIPS, PERFORMANCES AND WORKSHOPS BY ARTISTS IN RESIDENCE, DANCE AND THEATRE GROUPS AND MUSICIANS ADD FURTHER ENRICHMENT TO THE LOWER SCHOOL PROGRAM. LOWER SCHOOL IS GRADES PRE-K THROUGH 4.UPPER SCHOOL:THE UPPER SCHOOL OFFERS A RICH AND COMPREHENSIVE PROGRAM THAT PROVIDES STUDENTS WITH THE NECESSARY KNOWLEDGE AND SKILLS TO THRIVE IN LEADING SECONDARY SCHOOLS AND BEYOND. TEACHERS EMPHASIZE CHARACTER GROWTH AND CREATIVITY THROUGH SMALL GROUP ACTIVITIES. THROUGHOUT THE STUDENTS' EXPERIENCE, THEY ARE PROVIDED WITH VALUABLE CHALLENGES IN DECISION MAKING AND COLLABORATION. THE CHIEF ACADEMIC, SOCIAL, AND PERSONAL DEVELOPMENT OF THE STUDENTS IS GUIDED BY A FACULTY ADVISOR WHO WORKS CLOSELY WITH STUDENTS AND THEIR FAMILIES. UPPER SCHOOL IS GRADES 5-9.
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IRS990/MissionDesc0A PIKE EDUCATION LIBERATES HUMAN POTENTIAL AND POSSIBILITY TO TRANSFORM OURSELVES AND OUR WORLD AND IS ROOTED IN OUR MOTTO, NON SIBI SOLUM.WE VALUE:-AUTHENTICITY: WE EMBRACE THE IDENTITIES OF EVERY PERSON.-INTELLECTUAL AMBITION: WE FOSTER CURIOSITY, INQUIRY, ENGAGEMENT, AND INITIATIVE IN LEARNING.-SOCIAL GOOD: WE CARE FOR OURSELVES, FOR ONE ANOTHER, AND FOR OUR COMMUNITY.THE PIKE SCHOOL STRIVES TO BE AN EXEMPLAR FOR TRANSFORMATIONAL EDUCATION AND A CENTER FOR PURPOSEFUL LEARNING, LEADERSHIP, AND IMPACT.
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