Civic Intelligence

Stoneleigh-Burnham School

990 • Fiscal year 2023 • EIN 04-2163044

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

Organization ProfileSBSCHOOL.ORG

View Organization Page

574 Bernardston RoadGreenfield, MA 01301

(413) 774-2711

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.59x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.60x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

77th percentile

$209,812

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

15th percentile

-5.6%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$8,106,734

Down $479,858 (-5.6%) from 2022

Net Assets

Down

$3,303,363

Down $1,184,634 (-26%) from 2022

Liabilities

Up

$4,803,371

Up $704,776 (+17%) from 2022

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin17th percentile

Revenue

Up

$8,023,970

Up $784,327 (+11%) from 2022

Expenses

Up

$9,260,800

Up $903,712 (+11%) from 2022

Net Income

Down

-$1,236,830

Down $119,385 (-11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,684,666Liabilities 2011: $3,305,979Net Assets 2011: $3,378,6872011Assets 2012: $7,400,789Liabilities 2012: $3,763,442Net Assets 2012: $3,637,3472012Assets 2013: $7,151,688Liabilities 2013: $3,168,332Net Assets 2013: $3,983,3562013Assets 2014: $7,726,015Liabilities 2014: $3,629,980Net Assets 2014: $4,096,0352014Assets 2015: $7,705,324Liabilities 2015: $3,776,085Net Assets 2015: $3,929,2392015Assets 2016: $9,106,876Liabilities 2016: $4,852,073Net Assets 2016: $4,254,8032016Assets 2018: $9,019,369Liabilities 2018: $3,986,490Net Assets 2018: $5,032,8792018Assets 2019: $9,204,062Liabilities 2019: $4,366,996Net Assets 2019: $4,837,0662019Assets 2020: $9,370,196Liabilities 2020: $4,373,040Net Assets 2020: $4,997,1562020Assets 2021: $10,415,882Liabilities 2021: $4,283,210Net Assets 2021: $6,132,6722021Assets 2022: $8,586,592Liabilities 2022: $4,098,595Net Assets 2022: $4,487,9972022Assets 2023: $8,106,734Liabilities 2023: $4,803,371Net Assets 2023: $3,303,3632023Assets 2024: $8,325,524Liabilities 2024: $6,741,998Net Assets 2024: $1,583,5262024

Highlighted filing

2023

Assets$8,106,734
Liabilities$4,803,371
Net Assets$3,303,363
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $7,660,520Expenses 2011: $7,129,114Net Income 2011: $531,4062011Revenue 2012: $7,781,726Expenses 2012: $7,452,991Net Income 2012: $328,7352012Revenue 2013: $8,285,471Expenses 2013: $8,111,802Net Income 2013: $173,6692013Revenue 2014: $9,031,398Expenses 2014: $9,080,275Net Income 2014: -$48,8772014Revenue 2015: $9,099,547Expenses 2015: $8,942,935Net Income 2015: $156,6122015Revenue 2016: $8,566,751Expenses 2016: $8,308,787Net Income 2016: $257,9642016Revenue 2018: $9,754,493Expenses 2018: $9,384,934Net Income 2018: $369,5592018Revenue 2019: $9,557,382Expenses 2019: $9,753,244Net Income 2019: -$195,8622019Revenue 2020: $9,182,086Expenses 2020: $9,014,809Net Income 2020: $167,2772020Revenue 2021: $8,058,007Expenses 2021: $7,307,755Net Income 2021: $750,2522021Revenue 2022: $7,239,643Expenses 2022: $8,357,088Net Income 2022: -$1,117,4452022Revenue 2023: $8,023,970Expenses 2023: $9,260,800Net Income 2023: -$1,236,8302023Revenue 2024: $6,942,166Expenses 2024: $8,724,434Net Income 2024: -$1,782,2682024

Highlighted filing

2023

Revenue$8,023,970
Expenses$9,260,800
Net Income-$1,236,830
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$8,023,970
Mission and Program Overview

Mission

Stoneleigh-burnham school is an academic community that fosters an international perspective. We inspire girls to pursue meaningful lives based on honor, respect and intellectual curiosity.

Academic community that inspires girls to pursue meaningful lives based on honor and respect.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,186,600$4,064,171▼ $122,429
Investments in Publicly Traded Securities$2,736,972$2,601,855▼ $135,117
Savings and Temporary Cash Investments$1,093,382$713,081▼ $380,301
Pledges and Grants Receivable$370,290$566,493▲ $196,203
Prepaid Expenses and Deferred Charges$149,463$115,651▼ $33,812
Inventories for Sale or Use$34,674$33,691▼ $983
Accounts Receivable$10,642$8,068▼ $2,574
Cash and Non-Interest-Bearing Accounts$4,569$3,724▼ $845
Total Assets$8,586,592$8,106,734▼ $479,858
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,002,590$3,306,483▲ $1,303,893
Other Liabilities$1,625,805$1,100,599▼ $525,206
Accounts Payable and Accrued Expenses$470,200$396,289▼ $73,911
Total Liabilities$4,098,595$4,803,371▲ $704,776
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,334,146$2,659,027▼ $675,119
Net Assets Without Donor Restrictions$1,153,851$644,336▼ $509,515
Total Net Assets Fund Balance$4,487,997$3,303,363▼ $1,184,634
Total Liabilities and Net Assets / Fund Balance$8,586,592$8,106,734▼ $479,858

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,000,431$7,433,119$10,433,550
Equipment$269,669$1,640,624$1,910,293
Other Land Buildings$655,828$864,842$1,520,670
Land$138,243-$138,243

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,736,972$208,304▲ $73,187-$2,810,159
2021$3,375,939-▼ $415,052$3,034$2,736,972
2020$2,968,939$22,374▲ $560,491-$3,375,939
2019$2,938,925$69,510▲ $110,004-$2,968,939
2018$2,314,927$640,391▲ $149,315-$2,938,925
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie LuebbersHead of School (former)FT$193,562$16,250$209,812
Bryant MorganDirector of Finance (formeFT$123,840$3,688$127,528

Board Members and Trustees

NameTitle
Dr Mary MaloneyChair
Barbara Mayo LlewellynVice Chair
Allison PorterTrustee
Anne Quantrell DennenTrustee
Bruce William ScottTrustee
Darcy TarbellTrustee
Dr Denise BrunerTrustee
Graydon Vigneau JrTrustee
Joyhdae AlbertTrustee
June Coolidge ScottTrustee
Kate StrousseTrustee
Laura B RichardsTrustee
Leslie PowersTrustee
Sharon Lewis GaffeyTrustee
Stephanie KroftTrustee
Susannah WellsTrustee
Laurie LambertHead of School
Annette CazenaveTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,385,170
Program Service Revenue
$5,165,873
Investment Income
$20,991
Other Revenue
$1,451,936
All Other Contributions
$1,385,170
Change in Net Assets
$-1,236,830

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,609,157
Revenue Not Reported on Financial Statements
$1,414,813
Revenue Not Reported on Form 990
$52,196
Other Revenue Adjustments
$1,414,813
Total Revenue per Audited Statements
$6,661,353
Total Revenue per Form 990
$8,023,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,895,877
Other Expenses$2,950,110
Grants and Similar Amounts Paid$1,414,813
Total Fundraising Expense$1,068,027
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,765,825$421,425$576,191$3,763,441
Grants to Domestic Individuals$1,414,813--$1,414,813
Occupancy$476,556$56,915$28,135$561,606
Fees for Services Other$45,936$193,511$139,582$379,029
Depreciation Depletion$301,934$36,060$17,825$355,819
Current Officers, Directors, Trustees, and Key Employees-$324,772$21,515$346,287
Payroll Taxes$229,252$61,850$49,542$340,644
Other Employee Benefits$205,883$55,545$44,492$305,920
All Other Expenses$77,629$55,778$43,836$177,243
Insurance-$155,207-$155,207
Pension Plan Contributions$93,940$25,344$20,301$139,585
Interest-$131,747-$131,747
Information Technology$49,249$79,045$950$129,244
Other Expenses$231,144$97,995-$97,995
Advertising$11,449-$73,946$85,395
Travel$10,414$1,032$51,712$63,158
Fees for Services Accounting-$24,000-$24,000
Fees for Services Legal-$9,779-$9,779
Office Expenses$4,777--$4,777
Total Functional Expenses$6,462,768$1,730,005$1,068,027$9,260,800

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,260,800
Expenses per Audited Statements$7,845,987
Total Expenses per Audited Statements$7,845,987
Expenses Not Reported on Financial Statements$1,414,813
Other Expense Adjustments$1,414,813
Expenses Not Reported on Form 990$0
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
Advance Tuition Deposits$1,100,599
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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

“Process to review form 990 the form 990 is presented to and reviewed by the chair of the board of trustees prior to its filing.”

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

“Process for monitoring compliance with the conflict of interest policy the board of trustees monitors and enforces compliance with the conflict of interest policy on an on-going basis throughout the year. Each potential conflict of interest is reported to the board of trustees and the board determines how to proceed. Each member of the board of trustees and each committee member who is not a trustee annually receives a copy of the conflict of interest policy for signature and returns a signed copy to the chair before the conclusion of the board meeting held immediately following distribution of the policy.”

Form 990, Part VI, Section B, Line 15A

“Process for determining compensation of the head of school the executive committee drafts the contract and counsel reviews it. The contract is then signed by the chair of the board of trustees.”

Form 990, Part VI, Section C, Line 19

“Disclosure of governing documents the organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon written request of the interested party.”

Filing and Contact Details

Filer

Filer Name
Stoneleigh-burnham School
EIN
04-2163044
Phone
4137742711
Address
574 BERNARDSTON ROAD, GREENFIELD, MA 01301

Signing Officer

Name
Annette Cazenave
Title
Treasurer
Phone
4137742711
Signed
2024-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Annette Cazenave
Formed
1869
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
17
Employees
172
Volunteers
0

Preparer

Firm
Whittlesey Pc
Address
14 BOBALA RD, HOLYOKE, MA 01040
Preparer
Thomas Dowling
Phone
4135363970
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Intended uses of the organization's endowment funds stoneleigh-burnham school uses the endowment funds to support the general operations of the school.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Scholarships and tuition remission 1,414,813.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Scholarships and tuition remission 1,414,813.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17HEAD OF SCHOOL (FORMER)
IRS990/Form990PartVIISectionAGrp/TitleTxt18HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF FINANCE (FORME
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IRS990/InformationTechnologyGrp/ProgramServicesAmt049249
IRS990/InformationTechnologyGrp/TotalAmt0129244
IRS990/InsuranceGrp/ManagementAndGeneralAmt0155207
IRS990/InsuranceGrp/TotalAmt0155207
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt033691
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt02601855
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0STONELEIGH-BURNHAM SCHOOL IS AN ACADEMIC COMMUNITY THAT FOSTERS AN INTERNATIONAL PERSPECTIVE. WE INSPIRE GIRLS TO PURSUE MEANINGFUL LIVES BASED ON HONOR, RESPECT AND INTELLECTUAL CURIOSITY.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03306483
IRS990/NetAssetsOrFundBalancesBOYAmt04487997
IRS990/NetAssetsOrFundBalancesEOYAmt03303363
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt052196
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01153851
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0644336
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt028135
IRS990/OccupancyGrp/ManagementAndGeneralAmt056915
IRS990/OccupancyGrp/ProgramServicesAmt0476556
IRS990/OccupancyGrp/TotalAmt0561606
IRS990/OfficeExpensesGrp/ProgramServicesAmt04777
IRS990/OfficeExpensesGrp/TotalAmt04777
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt055545
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0205883
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0305920
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IRS990/OtherExpensesGrp/Desc1FOOD SERVICES
IRS990/OtherExpensesGrp/Desc2SUMMER PROGRAMS
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
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IRS990/OtherExpensesGrp/ProgramServicesAmt0291008
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IRS990/OtherExpensesGrp/TotalAmt1252959
IRS990/OtherExpensesGrp/TotalAmt2231144
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0576191
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02765825
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt061850
IRS990/PayrollTaxesGrp/ProgramServicesAmt0229252
IRS990/PayrollTaxesGrp/TotalAmt0340644
IRS990/PensionPlanContributionsGrp/FundraisingAmt020301
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt025344
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt093940
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IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1333669
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2266009
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3224020
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1333669
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3224020
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IRS990/PYOtherRevenueAmt072664
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IRS990/PYTotalExpensesAmt08357088
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07239643
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1236830
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0713081
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,106,734
Liabilities
$4,803,371
Net assets
$3,303,363
Revenue
$8,023,970
Expenses
$9,260,800
Net income
-$1,236,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.33$6.74$1.58$6.94$8.72$1.78
2023Detailed filing. Detailed filing data is available for this year.$8.11$4.80$3.30$8.02$9.26$1.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$4.10$4.49$7.24$8.36$1.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$4.28$6.13$8.06$7.31$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.37$4.37$5.00$9.18$9.01$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.20$4.37$4.84$9.56$9.75$0.20
2018Summary only. Only limited summary data is available for this year.$9.02$3.99$5.03$9.75$9.38$0.37
2016Summary only. Only limited summary data is available for this year.$9.11$4.85$4.25$8.57$8.31$0.26
2015Summary only. Only limited summary data is available for this year.$7.71$3.78$3.93$9.10$8.94$0.16
2014Summary only. Only limited summary data is available for this year.$7.73$3.63$4.10$9.03$9.08$0.05
2013Summary only. Only limited summary data is available for this year.$7.15$3.17$3.98$8.29$8.11$0.17
2012Summary only. Only limited summary data is available for this year.$7.40$3.76$3.64$7.78$7.45$0.33
2011Summary only. Only limited summary data is available for this year.$6.68$3.31$3.38$7.66$7.13$0.53
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $5M-$10M nonprofits