Civic Intelligence

Shore Country Day School

990 • Fiscal year 2015 • EIN 04-2104926

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 19, 2016

545 Cabot StreetBeverly, MA 01915

(978) 927-1700

Siviq Scores

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

Liabilities / Assets

38th percentile

0.16x

Higher debt load relative to assets than 38% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.47x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

43rd percentile

2.1%

Higher net margin than 43% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

73rd percentile

$371,488

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

30th percentile

-2.1%

Faster asset growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-4.6%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Down

$41,952,668

Down $912,342 (-2.1%) from 2014

Net Assets

Down

$35,115,564

Down $25,185 (-0.1%) from 2014

Liabilities

Down

$6,837,104

Down $887,157 (-11%) from 2014

Revenue

Down

$14,623,420

Down $711,426 (-4.6%) from 2014

Expenses

Up

$14,314,375

Up $869,138 (+6.5%) from 2014

Net Income

Down

$309,045

Down $1,580,564 (-84%) from 2014

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $23,054,364Liabilities 2010: $751,913Net Assets 2010: $22,302,4512010Assets 2011: $25,790,921Liabilities 2011: $1,109,731Net Assets 2011: $24,681,1902011Assets 2012: $30,710,710Liabilities 2012: $1,161,771Net Assets 2012: $29,548,9392012Assets 2013: $42,380,284Liabilities 2013: $10,038,869Net Assets 2013: $32,341,4152013Assets 2014: $42,865,010Liabilities 2014: $7,724,261Net Assets 2014: $35,140,7492014Assets 2015: $41,952,668Liabilities 2015: $6,837,104Net Assets 2015: $35,115,5642015Assets 2016: $41,877,308Liabilities 2016: $7,066,878Net Assets 2016: $34,810,4302016Assets 2017: $44,986,088Liabilities 2017: $7,657,490Net Assets 2017: $37,328,5982017Assets 2018: $44,949,201Liabilities 2018: $6,973,806Net Assets 2018: $37,975,3952018Assets 2019: $46,055,773Liabilities 2019: $6,916,664Net Assets 2019: $39,139,1092019Assets 2020: $47,193,689Liabilities 2020: $7,823,968Net Assets 2020: $39,369,7212020Assets 2021: $51,799,692Liabilities 2021: $6,469,226Net Assets 2021: $45,330,4662021Assets 2022: $47,855,023Liabilities 2022: $6,311,606Net Assets 2022: $41,543,4172022Assets 2023: $49,417,743Liabilities 2023: $6,258,352Net Assets 2023: $43,159,3912023Assets 2024: $49,942,507Liabilities 2024: $5,359,058Net Assets 2024: $44,583,4492024

Highlighted filing

2015

Assets$41,952,668
Liabilities$6,837,104
Net Assets$35,115,564

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $11,295,9482010Expenses 2011: $12,172,5452011Expenses 2012: $12,247,3322012Revenue 2013: $14,898,081Expenses 2013: $12,715,870Net Income 2013: $2,182,2112013Revenue 2014: $15,334,846Expenses 2014: $13,445,237Net Income 2014: $1,889,6092014Revenue 2015: $14,623,420Expenses 2015: $14,314,375Net Income 2015: $309,0452015Revenue 2016: $14,890,367Expenses 2016: $15,090,603Net Income 2016: -$200,2362016Revenue 2017: $17,064,420Expenses 2017: $15,660,103Net Income 2017: $1,404,3172017Revenue 2018: $15,620,163Expenses 2018: $15,305,121Net Income 2018: $315,0422018Revenue 2019: $15,394,791Expenses 2019: $15,471,153Net Income 2019: -$76,3622019Revenue 2020: $14,615,311Expenses 2020: $14,266,804Net Income 2020: $348,5072020Revenue 2021: $17,689,477Expenses 2021: $14,163,668Net Income 2021: $3,525,8092021Revenue 2022: $15,387,287Expenses 2022: $15,256,276Net Income 2022: $131,0112022Revenue 2023: $16,371,515Expenses 2023: $16,460,308Net Income 2023: -$88,7932023Revenue 2024: $13,957,188Expenses 2024: $14,905,187Net Income 2024: -$947,9992024

Highlighted filing

2015

Revenue$14,623,420
Expenses$14,314,375
Net Income$309,045
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 19, 2016
Return Version
2014v6.0
Gross Receipts
$14,658,718
Mission and Program Overview

Mission

To provide an education that inspires a love of learning and encourages children to embrace academic challenge. We seek to build character, cultivate creativity, and value diversity as we help our children become healthy, compassionate citizens of the world.

To provide education to students in Pre-K to 9th Grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$24,909,322$24,631,847▼ $277,475
Investments in Publicly Traded Securities$13,810,711$13,867,465▲ $56,754
Pledges and Grants Receivable$1,666,593$1,207,162▼ $459,431
Savings and Temporary Cash Investments$1,626,528$1,189,690▼ $436,838
Cash and Non-Interest-Bearing Accounts$421,453$544,726▲ $123,273
Prepaid Expenses and Deferred Charges$205,755$302,371▲ $96,616
Accounts Receivable$4,879$20,879▲ $16,000
Receivables From Officers Etc$45,000$20,000▼ $25,000
Total Assets$42,865,010$41,952,668▼ $912,342
Other Assets Total$174,769$168,528▼ $6,241
Liabilities
Tax Exempt Bond Liabilities$6,525,000$5,300,000▼ $1,225,000
Accounts Payable and Accrued Expenses$215,836$550,011▲ $334,175
Deferred Revenue$584,650$526,548▼ $58,102
Other Liabilities$398,775$384,350▼ $14,425
Mortgage Notes Payable Secured by Investment Property-$76,195-
Total Liabilities$7,724,261$6,837,104▼ $887,157
Net Assets / Fund Balance
Unrestricted Net Assets$29,974,031$30,320,688▲ $346,657
Temporarily Rstr Net Assets$3,676,494$3,303,152▼ $373,342
Permanently Rstr Net Assets$1,490,224$1,491,724▲ $1,500
Total Net Assets Fund Balance$35,140,749$35,115,564▼ $25,185
Total Liabilities and Net Assets / Fund Balance$42,865,010$41,952,668▼ $912,342

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$23,810,473$8,406,017$32,216,490
Equipment$609,674$1,452,479$2,062,153
Land$159,600-$159,600
Other Land Buildings$52,100$87,983$140,083

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$12,233,638$232,390▼ $53,257$416,089$11,996,682
2013$8,404,477$2,682,660▲ $1,453,724$307,223$12,233,638
2012$7,825,664$69,258▲ $845,896$336,341$8,404,477
2011$8,224,491$28,320▼ $95,833$331,314$7,825,664
2010$7,063,186$74,777▲ $1,417,076$330,548$8,224,491
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lawrence A GriffinHead of SchoolFT$304,198$67,290$371,488
Roberta B WhitingChief Financial OfficerFT$203,500$48,350$251,850
Marge CreggDirector of AdvancementFT$122,709$6,135$128,844
Elizabeth MacCurrachHead of Lower SchoolFT$117,000$11,700$128,700
Lee CareyDirector of Admissions & PlacementFT$116,875$11,687$128,562
Benjamin KennedyHead of Upper SchoolFT$117,775$5,775$123,550
Revenue and Support

Revenue Composition

Contributions and Grants
$2,046,039
Program Service Revenue
$12,253,627
Investment Income
$296,164
Other Revenue
$27,590
All Other Contributions
$2,046,039
Change in Net Assets
$309,045

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$73,892Market Value
Total Noncash Contributions6$73,892-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,427,859
Revenue Not Reported on Financial Statements
$1,195,561
Revenue Not Reported on Form 990
$-323,080
Other Revenue Adjustments
$1,195,561
Total Revenue per Audited Statements
$13,104,779
Total Revenue per Form 990
$14,623,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,216,899
Other Expenses$3,901,915
Grants and Similar Amounts Paid$1,195,561
Total Fundraising Expense$435,417
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,789,907$1,085,406$241,398$6,116,711
Other Employee Benefits$1,121,874$255,985$17,591$1,395,450
Depreciation Depletion$1,213,387--$1,213,387
Grants to Domestic Individuals$1,195,561--$1,195,561
Current Officers, Directors, Trustees, and Key Employees-$742,060-$742,060
Payroll Taxes$340,355$129,731$17,137$487,223
Pension Plan Contributions$332,135$126,597$16,723$475,455
Office Expenses$341,187$93,680$37,562$472,429
All Other Expenses$137,290$97,458$38,586$273,334
Occupancy$270,384--$270,384
Information Technology$95,977$118,201-$214,178
Travel$173,349--$173,349
Interest$141,540--$141,540
Other Expenses$113,616$21,232$39,397$134,848
Fees for Services Accounting-$34,534-$34,534
Conferences and Meetings$5,408$18,028$3,329$26,765
Advertising$14,194--$14,194
Fees for Services Legal-$5,000-$5,000
Total Functional Expenses$10,922,442$2,956,516$435,417$14,314,375

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,314,375
Total Expenses per Audited Statements$13,129,964
Expenses per Audited Statements$13,118,814
Expenses Not Reported on Financial Statements$1,195,561
Other Expense Adjustments$1,195,561
Expenses Not Reported on Form 990$11,150
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$45,000$20,000▼ $25,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tuition deposits$384,350

Bond Issues

BondIssuerIssuedIssue PricePurpose
BMassachusetts Development Finance Agency2012-06-28$8,500,000Finance construction costs
AMassachusetts Development Finance Agency2012-06-28$4,000,000Finance construction costs

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$8,500,000--$127,331
A$4,000,000-$7,200,000$59,920

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
No
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 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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

The parents of any child who is enrolled as a pupil of the school are members of the organization until such child ceases to be a pupil of the school.

Form 990, Part VI, Section A, line 7A

The members of the organization elect the trustees, treasurer and clerk.

Form 990, Part VI, Section A, line 7B

The members of the organization elect the trustees, treasurer and clerk.

Form 990, Part VI, Section B, line 11

The Form 990 is presented to the compensation committee as directed by the board of directors.

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

Shore Country Day School requires directors, officers, and key employees to complete a conflict of interest questionnaire every year. These individuals are asked to review the Conflict of Interest Policy at the same time. The completed forms are reviewed and any apparent conflicts are probed and resolved. The Board of Directors and staff are also vigilant during the year for any conflicts of interest which may arise in the period between completing the questionnaires.

Form 990, Part VI, Section B, line 15

The process and policy for determining compensation for key employees at Shore Country Day School is as follows: The School has established a compensation committee to determine the compensation for key employees. The policy of the committee is to attract and retain key executive talent by providing a competitive total compensation package. In determining competitiveness, Shore Country Day School looks primarily to reviewing statistical data provided by the Independent School Data Exchange (INDEX). The Compensation Committee of the Board of Directors reports the process to the Board of Directors as well as any major changes in the School's benefit plans applicable to key executives of Shore Country Day School. "Key executive" is defined as Headmaster and Chief Financial Officer. The Compensation Committee documents the basis for its determination of the reasonable compensation for those key executives under its review and the basis for determining that the compensation of the executive was reasonable in light of market data. The Compensation Committee reports to the Board of Directors on an annual basis. The Board of Directors periodically reviews the membership of the Compensation Committee with a view to making sure that no member is subject to a conflict of interest which would make his or her participation in the review of compensation inappropriate.

Form 990, Part VI, Section C, line 19

The governing documents, conflict of interest policy, financial statements and Form 990 are immediately made available to the public by calling the School's office, walking into the School's office or mailing in a request to the School. The Form 990 and financial statements are also available through the Massachusetts Attorney General's office/website.

Filing and Contact Details

Filer

Filer Name
Shore Country Day School
EIN
04-2104926
Phone
9789271700
Address
545 Cabot Street, Beverly, MA 01915

Signing Officer

Name
Jennifer M Borggaard
Title
President
Phone
9789271700
Signed
2016-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer M Borggaard
Formed
1936
Legal Domicile
Ma
Voting Board Members
23
Independent Board Members
23
Employees
142
Volunteers
250

Preparer

Firm
Tonneson & Company Inc
Address
401 Edgewater Place Suite 300, Wakefield, MA 01880-6208
Preparer
Cynthia P Almquist
Phone
7812459999
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

In determining the recognition of uncertain tax positions, the School applies a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with taxing authorities. As of June 30, 2015, the School has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.

Part XI, Line 2D - Other Adjustments:

Rental Expenses 11,150.

Part XI, Line 4B - Other Adjustments:

Financial Aid 1,195,561.

Part XII, Line 2D - Other Adjustments:

Rental Expenses 11,150.

Part XII, Line 4B - Other Adjustments:

Financial Aid 1,195,561.

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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
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2367290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2448350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt256135
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2611687
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2711700
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt285775
IRS990/Form990PartVIISectionAGrp/PersonNm0Jennifer M Borggaard
IRS990/Form990PartVIISectionAGrp/PersonNm1Joshua A Webber
IRS990/Form990PartVIISectionAGrp/PersonNm2Duncan B Wilkinson
IRS990/Form990PartVIISectionAGrp/PersonNm3William M Shields
IRS990/Form990PartVIISectionAGrp/PersonNm4Martha B Bacigalupo
IRS990/Form990PartVIISectionAGrp/PersonNm5William O Charman
IRS990/Form990PartVIISectionAGrp/PersonNm6John Collins
IRS990/Form990PartVIISectionAGrp/PersonNm7Robert J Duffy
IRS990/Form990PartVIISectionAGrp/PersonNm8Robin Ellis
IRS990/Form990PartVIISectionAGrp/PersonNm9Susan Fortin
IRS990/Form990PartVIISectionAGrp/PersonNm10Amy Foster
IRS990/Form990PartVIISectionAGrp/PersonNm11James A Hamilton
IRS990/Form990PartVIISectionAGrp/PersonNm12Julia Hesse
IRS990/Form990PartVIISectionAGrp/PersonNm13Courtney Kagan
IRS990/Form990PartVIISectionAGrp/PersonNm14Cynthia T Mazareas
IRS990/Form990PartVIISectionAGrp/PersonNm15Ledyard H McFadden
IRS990/Form990PartVIISectionAGrp/PersonNm16John J Meany
IRS990/Form990PartVIISectionAGrp/PersonNm17Fiona Minney
IRS990/Form990PartVIISectionAGrp/PersonNm18Santo Politi
IRS990/Form990PartVIISectionAGrp/PersonNm19Nicola CG Savignano
IRS990/Form990PartVIISectionAGrp/PersonNm20Elizabeth Skates
IRS990/Form990PartVIISectionAGrp/PersonNm21Richard Toran Jr
IRS990/Form990PartVIISectionAGrp/PersonNm22Patrick A Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm23Lawrence A Griffin
IRS990/Form990PartVIISectionAGrp/PersonNm24Roberta B Whiting
IRS990/Form990PartVIISectionAGrp/PersonNm25Marge Cregg
IRS990/Form990PartVIISectionAGrp/PersonNm26Lee Carey
IRS990/Form990PartVIISectionAGrp/PersonNm27Elizabeth MacCurrach
IRS990/Form990PartVIISectionAGrp/PersonNm28Benjamin Kennedy
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23304198
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24203500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25122709
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26116875
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27117000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28117775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Clerk
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/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt22Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt23Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt24Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director of Advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director of Admissions & Placement
IRS990/Form990PartVIISectionAGrp/TitleTxt27Head of Lower School
IRS990/Form990PartVIISectionAGrp/TitleTxt28Head of Upper School
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01936
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-24148
IRS990/GainOrLossGrp/SecuritiesAmt0130748
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt01195561
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01195561
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01195561
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0130748
IRS990/GrossReceiptsAmt014658718
IRS990/GrossRentsGrp/RealAmt08400
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0118201
IRS990/InformationTechnologyGrp/ProgramServicesAmt095977
IRS990/InformationTechnologyGrp/TotalAmt0214178
IRS990/InterestGrp/ProgramServicesAmt0141540
IRS990/InterestGrp/TotalAmt0141540
IRS990/InvestmentIncomeGrp/ExclusionAmt0189564
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0189564
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt013867465
IRS990/InvestTaxExemptBondsInd00
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt024909322
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024631847
IRS990/LandBldgEquipCostOrOtherBssAmt034578326
IRS990/LegalDomicileStateCd0MA
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt011150
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide an education that inspires a love of learning and encourages children to embrace academic challenge. We seek to build character, cultivate creativity, and value diversity as we help our children become healthy, compassionate citizens of the world.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0106600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-2750
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-2750
IRS990/NetUnrelatedBusTxblIncmAmt0-2750
IRS990/NetUnrlzdGainsLossesInvstAmt0-334230
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt073892
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0270384
IRS990/OccupancyGrp/TotalAmt0270384
IRS990/OfficeExpensesGrp/FundraisingAmt037562
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt093680
IRS990/OfficeExpensesGrp/ProgramServicesAmt0341187
IRS990/OfficeExpensesGrp/TotalAmt0472429
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0174769
IRS990/OtherAssetsTotalGrp/EOYAmt0168528
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017591
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0255985
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01121874
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01395450
IRS990/OtherExpensesGrp/Desc0Student related expense
IRS990/OtherExpensesGrp/Desc1Repairs and maintenance
IRS990/OtherExpensesGrp/Desc2Professional developmen
IRS990/OtherExpensesGrp/Desc3Classroom related expen
IRS990/OtherExpensesGrp/FundraisingAmt023694
IRS990/OtherExpensesGrp/FundraisingAmt139397
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0202377
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17112
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt219115
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt321232
IRS990/OtherExpensesGrp/ProgramServicesAmt0183193
IRS990/OtherExpensesGrp/ProgramServicesAmt1332360
IRS990/OtherExpensesGrp/ProgramServicesAmt2120725
IRS990/OtherExpensesGrp/ProgramServicesAmt3113616
IRS990/OtherExpensesGrp/TotalAmt0409264

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.9$5.36$44.6$14.0$14.9$0.95
2023Detailed filing. Detailed filing data is available for this year.$49.4$6.26$43.2$16.4$16.5$0.09
2022Detailed filing. Detailed filing data is available for this year.$47.9$6.31$41.5$15.4$15.3$0.13
2021Detailed filing. Detailed filing data is available for this year.$51.8$6.47$45.3$17.7$14.2$3.53
2020Detailed filing. Detailed filing data is available for this year.$47.2$7.82$39.4$14.6$14.3$0.35
2019Detailed filing. Detailed filing data is available for this year.$46.1$6.92$39.1$15.4$15.5$0.08
2018Detailed filing. Detailed filing data is available for this year.$44.9$6.97$38.0$15.6$15.3$0.32
2017Detailed filing. Detailed filing data is available for this year.$45.0$7.66$37.3$17.1$15.7$1.40
2016Detailed filing. Detailed filing data is available for this year.$41.9$7.07$34.8$14.9$15.1$0.20
2015Detailed filing. Detailed filing data is available for this year.$42.0$6.84$35.1$14.6$14.3$0.31
2014Detailed filing. Detailed filing data is available for this year.$42.9$7.72$35.1$15.3$13.4$1.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.4$10.0$32.3$14.9$12.7$2.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$1.16$29.5$12.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$1.11$24.7$12.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$0.75$22.3$11.3