Civic Intelligence

The Commonwealth School Inc

990 • Fiscal year 2017 • EIN 04-2228167

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 23, 2018

Organization Profilewww.commschool.org

View Organization Page

151 Commonwealth AvenueBoston, MA 02116-2347

(617) 266-7525

Siviq Scores

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

Liabilities / Assets

26th percentile

0.06x

Higher debt load relative to assets than 26% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.18x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$25,448,890

Up $2,940,737 (+13%) from 2016

Net Assets

Up

$23,835,863

Up $2,830,993 (+13%) from 2016

Liabilities

Up

$1,613,027

Up $109,744 (+7.3%) from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin75th percentile

Revenue

Up

$9,072,849

Up $1,174,169 (+15%) from 2016

Expenses

Down

$7,676,291

Down $34,226 (-0.4%) from 2016

Net Income

Up

$1,396,558

Up $1,208,395 (+642%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$60M$40M$20M$0Assets 2011: $17,542,040Liabilities 2011: $914,029Net Assets 2011: $16,628,0112011Assets 2012: $17,550,396Liabilities 2012: $908,436Net Assets 2012: $16,641,9602012Assets 2013: $17,970,888Liabilities 2013: $863,594Net Assets 2013: $17,107,2942013Assets 2014: $20,162,086Liabilities 2014: $944,783Net Assets 2014: $19,217,3032014Assets 2015: $22,701,091Liabilities 2015: $1,909,072Net Assets 2015: $20,792,0192015Assets 2016: $22,508,153Liabilities 2016: $1,503,283Net Assets 2016: $21,004,8702016Assets 2017: $25,448,890Liabilities 2017: $1,613,027Net Assets 2017: $23,835,8632017Assets 2018: $31,284,784Liabilities 2018: $5,897,392Net Assets 2018: $25,387,3922018Assets 2019: $30,727,384Liabilities 2019: $2,038,754Net Assets 2019: $28,688,6302019Assets 2020: $31,055,876Liabilities 2020: $1,927,755Net Assets 2020: $29,128,1212020Assets 2021: $37,136,185Liabilities 2021: $2,199,938Net Assets 2021: $34,936,2472021Assets 2022: $34,272,727Liabilities 2022: $2,189,885Net Assets 2022: $32,082,8422022Assets 2023: $37,370,429Liabilities 2023: $2,677,300Net Assets 2023: $34,693,1292023Assets 2024: $40,932,581Liabilities 2024: $2,893,358Net Assets 2024: $38,039,2232024

Highlighted filing

2017

Assets$25,448,890
Liabilities$1,613,027
Net Assets$23,835,863
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,129,309Expenses 2011: $6,329,524Net Income 2011: -$200,2152011Expenses 2012: $6,412,5962012Revenue 2013: $6,957,193Expenses 2013: $7,236,458Net Income 2013: -$279,2652013Revenue 2014: $7,979,864Expenses 2014: $7,177,939Net Income 2014: $801,9252014Revenue 2015: $10,164,915Expenses 2015: $7,524,676Net Income 2015: $2,640,2392015Revenue 2016: $7,898,680Expenses 2016: $7,710,517Net Income 2016: $188,1632016Revenue 2017: $9,072,849Expenses 2017: $7,676,291Net Income 2017: $1,396,5582017Revenue 2018: $9,321,920Expenses 2018: $8,731,967Net Income 2018: $589,9532018Revenue 2019: $10,650,552Expenses 2019: $8,846,966Net Income 2019: $1,803,5862019Revenue 2020: $9,051,547Expenses 2020: $8,689,357Net Income 2020: $362,1902020Revenue 2021: $11,096,073Expenses 2021: $9,179,976Net Income 2021: $1,916,0972021Revenue 2022: $9,735,784Expenses 2022: $10,020,471Net Income 2022: -$284,6872022Revenue 2023: $18,809,590Expenses 2023: $9,769,358Net Income 2023: $9,040,2322023Revenue 2024: $11,656,790Expenses 2024: $10,690,578Net Income 2024: $966,2122024

Highlighted filing

2017

Revenue$9,072,849
Expenses$7,676,291
Net Income$1,396,558
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 23, 2018
Return Version
2016v3.0
Gross Receipts
$10,178,806
Mission and Program Overview

Mission

Secondary school education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,638,170$12,019,909▲ $1,381,739
Land, Buildings, and Equipment, Net$8,197,284$10,234,513▲ $2,037,229
Savings and Temporary Cash Investments$2,102,825$1,934,583▼ $168,242
Pledges and Grants Receivable$1,054,661$778,472▼ $276,189
Loans From Officers Directors$250,000$600,000▲ $350,000
Receivables From Officers Etc$254,699$248,012▼ $6,687
Accounts Receivable$79,832$123,710▲ $43,878
Other Notes and Loans Receivable, Net$61,032$60,834▼ $198
Prepaid Expenses and Deferred Charges$109,073$38,005▼ $71,068
Inventories for Sale or Use$2,611$2,174▼ $437
Cash and Non-Interest-Bearing Accounts$150$150→ $0
Total Assets$22,508,153$25,448,890▲ $2,940,737
Other Assets Total$7,816$8,528▲ $712
Liabilities
Accounts Payable and Accrued Expenses$780,596$643,951▼ $136,645
Deferred Revenue$468,209$365,940▼ $102,269
Other Liabilities$4,478$3,136▼ $1,342
Total Liabilities$1,503,283$1,613,027▲ $109,744
Net Assets / Fund Balance
Unrestricted Net Assets$11,198,361$14,011,182▲ $2,812,821
Permanently Rstr Net Assets$8,842,842$8,842,842→ $0
Temporarily Rstr Net Assets$963,667$981,839▲ $18,172
Total Net Assets Fund Balance$21,004,870$23,835,863▲ $2,830,993
Total Liabilities and Net Assets / Fund Balance$22,508,153$25,448,890▲ $2,940,737

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,351,839$1,027,726$8,379,565
Other Land Buildings$2,469,293-$2,469,293
Equipment$325,861$548,018$873,879
Land$86,443-$86,443
Leasehold Improvements$1,077$17,615$18,692

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$9,977,132---$9,977,132
2015$9,331,290$1,089,582-$314,033$9,977,132
2014$8,916,071$1,930,594▼ $46,354$1,331,596$9,331,290
2013$8,396,512$818,927▲ $254,282$415,584$8,916,071
2012$8,360,317$223,352▲ $150,378$211,765$8,396,512
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleBaseOtherTotal
William Wharton-$267,687$34,939$302,626

Board Members and Trustees

NameTitle
Karen FirestoneChairperson
Alice MurphyTrustee
Bob MurchisonTrustee
Cathleen StoneTrustee
Cathryn SteinTrustee
Charles FriedTrustee
Charles MerrillTrustee
Elizabeth BaileyTrustee
Elizabeth ThomsonTrustee
Jeffrey FlowersTrustee
Jose AlvarezTrustee
Judith Sanford-harrisTrustee
Julia Hewitt HollowayTrustee
Kenneth PuckerTrustee
Kevin MendikTrustee
Lisa Fishbayn JoffeTrustee
Marie LosskyTrustee
Mary ChatfieldTrustee
Mary R PaciTrustee
Max KohlenbergTrustee
Richard CoffmanTrustee
Richard ZeckhauserTrustee
Therese HendricksTrustee
Catherine BrewsterClerk
Andrew HallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,291,361
Program Service Revenue
$5,887,275
Investment Income
$847,037
Other Revenue
$47,176
All Other Contributions
$2,291,361
Change in Net Assets
$1,396,558

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded26$879,108Fair market value
Total Noncash Contributions26$879,108-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,889,873
Revenue Not Reported on Financial Statements
$1,182,976
Revenue Not Reported on Form 990
$1,434,435
Other Revenue Adjustments
$1,182,976
Total Revenue per Audited Statements
$9,324,308
Total Revenue per Form 990
$9,072,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,868,865
Other Expenses$1,624,450
Grants and Similar Amounts Paid$1,182,976
Total Fundraising Expense$441,687
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,646,885$714,595$174,850$3,536,330
Grants to Domestic Individuals$1,182,976--$1,182,976
Other Employee Benefits$396,344$133,975$27,912$558,231
All Other Expenses$87,251$25,060$213,594$325,905
Current Officers, Directors, Trustees, and Key Employees$0$267,687$0$267,687
Payroll Taxes$187,313$63,317$13,191$263,821
Pension Plan Contributions$172,385$58,271$12,140$242,796
Other Expenses$206,552$0$0$206,552
Depreciation Depletion$175,779$30,728$0$206,507
Fees for Services Legal$0$159,379$0$159,379
Occupancy$103,978$51,187$0$155,165
Office Expenses$0$48,982$0$48,982
Fees for Services Accounting$0$36,496$0$36,496
Fees for Service Investment Mgmnt Fees$0$24,150$0$24,150
Insurance$0$18,796$0$18,796
Travel$14,449$0$0$14,449
Total Functional Expenses$5,424,784$1,809,820$441,687$7,676,291

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,676,291
Expenses per Audited Statements$6,493,315
Total Expenses per Audited Statements$6,493,315
Expenses Not Reported on Financial Statements$1,182,976
Other Expense Adjustments$1,182,976
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
Loans from Officers, Directors, Trustees, and Key Employees$250,000$600,000▲ $350,000
Receivables from Officers, Directors, Trustees, and Key Employees$254,699$248,012▼ $6,687
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$3,136
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Commonwealth School Inc
EIN
04-2228167
Phone
6172667525
Address
151 COMMONWEALTH AVENUE, BOSTON, MA 02116-2347

Signing Officer

Name
D Andrew Hall Iii
Title
Treasurer
Phone
6172667525
Signed
2018-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Andrew Hall
Formed
1957
Legal Domicile
Ma
Voting Board Members
31
Independent Board Members
27
Employees
63
Volunteers
42

Preparer

Firm
Bernard Johnson & Company Pc
Address
15 MAIN STREET, TOPSFIELD, MA 01983
Preparer
Timothy F Hagan CPA
Phone
9788872220
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Audit Committee and Treasurer review and approve the”

Pt VI, Line 11B

“Form 990 filing.”

Pt VI, Line 12C

“All Officers, Directors and Trustees are made aware of the”

Pt VI, Line 12C

“conflict of interest policy.”

Pt VI, Line 15A

“The Headmaster's salary is determined by the Head's compensation committee (which includes the Board Chair and Treasurer).”

Pt VI, Line 15B

“All other salaries are reviewed and approved by the Headmaster on an annual basis. All salary changes are based on cost of living adjustments and comparability data provided by the National Association of Independent Schools.”

Form 990EZ, Part II, Line 24

“Accounts Receivable - Net”

Form 990EZ, Part II, Line 24

“Pledges Receivable - Net”

Form 990EZ, Part II, Line 24

“Other Receivables”

Form 990EZ, Part II, Line 24

“Inventories”

Form 990EZ, Part II, Line 24

“Prepaids”

Form 990EZ, Part II, Line 24

“Investments”

Form 990EZ, Part II, Line 24

“INTEREST RECEIVABLE”

Form 990EZ, Part II, Line 26

“Accounts Payable & Accrued Expenses”

Form 990EZ, Part II, Line 26

“Deferred Revenue”

Form 990EZ, Part II, Line 26

“KEYCARD DEPOSITS”

Form 990, Part IX, Line 24E

“Other expenses 25060. 0. 25060. 0.”

Form 990, Part IX, Line 24E

“Fundraising 213594. 0. 0. 213594.”

Form 990, Part IX, Line 24E

“Repairs and maintenance 87251. 87251. 0. 0.”

Financial Statement Notes

Pt XI, Line 4B

“The School provided student financial aid”

Pt XII, Line 4B

“The School provided student financial aid”

Raw XML AppendixShowing 400 of 657 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.

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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,448,890
Liabilities
$1,613,027
Net assets
$23,835,863
Revenue
$9,072,849
Expenses
$7,676,291
Net income
$1,396,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$2.89$38.0$11.7$10.7$0.97
2023Detailed filing. Detailed filing data is available for this year.$37.4$2.68$34.7$18.8$9.77$9.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$2.19$32.1$9.74$10.0$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.1$2.20$34.9$11.1$9.18$1.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$1.93$29.1$9.05$8.69$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$2.04$28.7$10.7$8.85$1.80
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$5.90$25.4$9.32$8.73$0.59
2017Detailed filing. Detailed filing data is available for this year.$25.4$1.61$23.8$9.07$7.68$1.40
2016Detailed filing. Detailed filing data is available for this year.$22.5$1.50$21.0$7.90$7.71$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$1.91$20.8$10.2$7.52$2.64
2014Detailed filing. Detailed filing data is available for this year.$20.2$0.94$19.2$7.98$7.18$0.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.86$17.1$6.96$7.24$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$0.91$16.6$6.41
2011Summary only. Only limited summary data is available for this year.$17.5$0.91$16.6$6.13$6.33$0.20