Civic Intelligence

The Commonwealth School Inc

990 • Fiscal year 2018 • EIN 04-2228167

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

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

43rd percentile

0.19x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.63x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

58th percentile

6.3%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

65th percentile

$313,180

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

2.7%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$31,284,784

Up $5,835,894 (+23%) from 2017

Net Assets

Up

$25,387,392

Up $1,551,529 (+6.5%) from 2017

Liabilities

Up

$5,897,392

Up $4,284,365 (+266%) from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin58th percentile

Revenue

Up

$9,321,920

Up $249,071 (+2.7%) from 2017

Expenses

Up

$8,731,967

Up $1,055,676 (+14%) from 2017

Net Income

Down

$589,953

Down $806,605 (-58%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2018

Assets$31,284,784
Liabilities$5,897,392
Net Assets$25,387,392
Open 2018 Filing

Operations Trend

Revenue Growth43rd 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

2018

Revenue$9,321,920
Expenses$8,731,967
Net Income$589,953
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.2
Gross Receipts
$10,481,152
Mission and Program Overview

Mission

Secondary school education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,019,909$12,761,993▲ $742,084
Land, Buildings, and Equipment, Net$10,206,504$10,250,468▲ $43,964
Savings and Temporary Cash Investments$1,934,583$3,761,927▲ $1,827,344
Accounts Receivable$110,710$2,837,103▲ $2,726,393
Pledges and Grants Receivable$781,181$1,251,419▲ $470,238
Loans From Officers Directors$600,000$350,000▼ $250,000
Receivables From Officers Etc$248,012$235,715▼ $12,297
Prepaid Expenses and Deferred Charges$38,005$114,863▲ $76,858
Other Notes and Loans Receivable, Net$62,634$71,146▲ $8,512
Inventories for Sale or Use$2,174--
Cash and Non-Interest-Bearing Accounts$150$150→ $0
Total Assets$25,412,240$31,284,784▲ $5,872,544
Other Assets Total$8,378--
Liabilities
Deferred Revenue$365,940$4,751,139▲ $4,385,199
Accounts Payable and Accrued Expenses$643,951$712,741▲ $68,790
Mortgage Notes Payable Secured by Investment Property-$71,000-
Other Liabilities$1,674$12,512▲ $10,838
Total Liabilities$1,611,565$5,897,392▲ $4,285,827
Net Assets / Fund Balance
Unrestricted Net Assets$14,588,700$15,276,711▲ $688,011
Permanently Rstr Net Assets$8,976,392$8,976,392→ $0
Temporarily Rstr Net Assets$235,583$1,134,289▲ $898,706
Total Net Assets Fund Balance$23,800,675$25,387,392▲ $1,586,717
Total Liabilities and Net Assets / Fund Balance$25,412,240$31,284,784▲ $5,872,544

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,818,425$1,113,524$8,931,949
Other Land Buildings$1,950,628-$1,950,628
Equipment$336,348$620,339$956,687
Land$86,443-$86,443
Leasehold Improvements$58,624$18,692$77,316

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$9,977,132---$9,977,132
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
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William WhartonHeadmasterFT$276,878$36,302$313,180
William Wharton--$276,878$36,302$313,180

Board Members and Trustees

NameTitle
Therese HendricksChairperson
Alice MurphyTrustee
Bob MurchisonTrustee
Bryan Eric SimmonsTrustee
Cathryn SteinTrustee
Charles FriedTrustee
Elizabeth BaileyTrustee
Jeffrey SchwartzTrustee
John DowdTrustee
Jonathan SheffiTrustee
Jose AlvarezTrustee
Judith Sanford-harrisTrustee
Kenneth PuckerTrustee
Lisa Fishbayn JoffeTrustee
Marie LosskyTrustee
Mark FinchTrustee
Mary P ChatfieldTrustee
Mary PaciTrustee
Max KohlenbergTrustee
Monica DriggersTrustee
Monica SchilderTrustee
Richard CoffmanTrustee
Richard ZeckhauserTrustee
Sasha WatsonTrustee
Julia Hewitt HollowayClerk
Andrew HallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,093,517
Program Service Revenue
$6,318,720
Investment Income
$904,908
Other Revenue
$4,775
All Other Contributions
$2,093,517
Change in Net Assets
$589,953

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 Traded16$447,486Fair market value
Total Noncash Contributions16$447,486-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,021,910
Revenue Not Reported on Financial Statements
$1,300,010
Revenue Not Reported on Form 990
$881,966
Other Revenue Adjustments
$1,300,010
Total Revenue per Audited Statements
$8,903,876
Total Revenue per Form 990
$9,321,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,334,501
Other Expenses$2,097,456
Grants and Similar Amounts Paid$1,300,010
Total Fundraising Expense$274,166
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,954,162$964,533$38,853$3,957,548
Grants to Domestic Individuals$1,300,010--$1,300,010
Other Employee Benefits$401,813$135,824$28,297$565,934
All Other Expenses$264,284$26,598$179,885$470,767
Payroll Taxes$197,755$66,847$13,926$278,528
Current Officers, Directors, Trustees, and Key Employees$0$268,394$0$268,394
Pension Plan Contributions$187,509$63,383$13,205$264,097
Depreciation Depletion$202,020$29,334$0$231,354
Other Expenses$229,839$0$0$229,839
Occupancy$121,511$68,195$0$189,706
Office Expenses$0$42,068$0$42,068
Fees for Services Accounting$0$37,500$0$37,500
Fees for Services Legal$0$32,014$0$32,014
Fees for Services Management$29,540$0$0$29,540
Fees for Service Investment Mgmnt Fees$0$24,150$0$24,150
Travel$14,862$43$0$14,905
Insurance$0$13,336$0$13,336
Total Functional Expenses$6,124,260$2,333,541$274,166$8,731,967

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,731,967
Expenses per Audited Statements$7,431,957
Total Expenses per Audited Statements$7,431,957
Expenses Not Reported on Financial Statements$1,300,010
Other Expense Adjustments$1,300,010
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$600,000$350,000▼ $250,000
Receivables from Officers, Directors, Trustees, and Key Employees$248,012$235,715▼ $12,297
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$12,512
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
Therese Hendricks
Title
Chair
Phone
6172667525
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Hall Iii
Formed
1957
Legal Domicile
Ma
Voting Board Members
22
Independent Board Members
19
Employees
83
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 185347. 158749. 26598. 0.”

Form 990, Part IX, Line 24E

“Fundraising 179885. 0. 0. 179885.”

Form 990, Part IX, Line 24E

“Repairs and maintenance 105535. 105535. 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 731 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

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,284,784
Liabilities
$5,897,392
Net assets
$25,387,392
Revenue
$9,321,920
Expenses
$8,731,967
Net income
$589,953
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
2018Detailed filing. Detailed filing data is available for this year.$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