Civic Intelligence

Cape Cod Academy Inc.

990 • Fiscal year 2014 • EIN 04-2592472

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 13, 2015

Organization ProfileWWWW.CAPECODACADEMY.ORG

View Organization Page

50 Osterville West Barnstable RdOsterville, MA 02655

(508) 428-5400

Siviq Scores

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

Liabilities / Assets

36th percentile

0.12x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.26x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

11th percentile

-15%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

63rd percentile

$211,131

Higher top officer pay than 63% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

12th percentile

-6.0%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

25th percentile

-4.0%

Faster revenue growth than 25% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$18,079,294

Down $1,151,828 (-6.0%) from 2013

Net Assets

Down

$15,939,882

Down $1,067,065 (-6.3%) from 2013

Liabilities

Down

$2,139,412

Down $84,763 (-3.8%) from 2013

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin11th percentile

Revenue

Down

$8,227,171

Down $340,799 (-4.0%) from 2013

Expenses

Down

$9,500,380

Down $228,719 (-2.4%) from 2013

Net Income

Down

-$1,273,209

Down $112,080 (-9.7%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$30M$20M$10M$0Assets 2011: $22,668,786Liabilities 2011: $3,456,438Net Assets 2011: $19,212,3482011Assets 2012: $21,296,298Liabilities 2012: $3,279,141Net Assets 2012: $18,017,1572012Assets 2013: $19,231,122Liabilities 2013: $2,224,175Net Assets 2013: $17,006,9472013Assets 2014: $18,079,294Liabilities 2014: $2,139,412Net Assets 2014: $15,939,8822014Assets 2015: $15,956,246Liabilities 2015: $1,816,197Net Assets 2015: $14,140,0492015Assets 2016: $15,260,038Liabilities 2016: $3,452,240Net Assets 2016: $11,807,7982016Assets 2017: $14,965,007Liabilities 2017: $6,264,557Net Assets 2017: $8,700,4502017Assets 2018: $13,919,299Liabilities 2018: $8,847,395Net Assets 2018: $5,071,9042018Assets 2019: $12,894,470Liabilities 2019: $9,481,977Net Assets 2019: $3,412,4932019Assets 2020: $13,451,866Liabilities 2020: $12,301,634Net Assets 2020: $1,150,2322020Assets 2021: $13,242,497Liabilities 2021: $11,974,826Net Assets 2021: $1,267,6712021Assets 2022: $13,042,958Liabilities 2022: $11,269,689Net Assets 2022: $1,773,2692022Assets 2023: $11,947,219Liabilities 2023: $9,491,598Net Assets 2023: $2,455,6212023Assets 2024: $11,946,691Liabilities 2024: $9,434,413Net Assets 2024: $2,512,2782024

Highlighted filing

2014

Assets$18,079,294
Liabilities$2,139,412
Net Assets$15,939,882
Open 2014 Filing

Operations Trend

Revenue Growth25th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $7,810,829Expenses 2011: $8,701,967Net Income 2011: -$891,1382011Revenue 2012: $8,123,553Expenses 2012: $9,343,140Net Income 2012: -$1,219,5872012Revenue 2013: $8,567,970Expenses 2013: $9,729,099Net Income 2013: -$1,161,1292013Revenue 2014: $8,227,171Expenses 2014: $9,500,380Net Income 2014: -$1,273,2092014Revenue 2015: $7,610,473Expenses 2015: $8,900,698Net Income 2015: -$1,290,2252015Revenue 2016: $6,987,606Expenses 2016: $9,319,886Net Income 2016: -$2,332,2802016Revenue 2017: $6,752,346Expenses 2017: $9,859,694Net Income 2017: -$3,107,3482017Revenue 2018: $7,121,816Expenses 2018: $10,750,362Net Income 2018: -$3,628,5462018Revenue 2019: $8,210,596Expenses 2019: $9,869,747Net Income 2019: -$1,659,1512019Revenue 2020: $7,418,980Expenses 2020: $9,681,241Net Income 2020: -$2,262,2612020Revenue 2021: $10,612,014Expenses 2021: $10,494,575Net Income 2021: $117,4392021Revenue 2022: $11,563,830Expenses 2022: $11,058,232Net Income 2022: $505,5982022Revenue 2023: $12,157,932Expenses 2023: $11,475,580Net Income 2023: $682,3522023Revenue 2024: $11,255,977Expenses 2024: $11,199,320Net Income 2024: $56,6572024

Highlighted filing

2014

Revenue$8,227,171
Expenses$9,500,380
Net Income-$1,273,209
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$9,902,595
Mission and Program Overview

Mission

Cape cod academy cultivates academic excellence and fosters a passion for life-long learning. Our nurturing k-12 community is deeply rooted in our core values of scholarship, integrity, compassion, and respect. Empowered by meaningful relationships, students develop the intellectual and social skills to become confident, independent, and successful citizens.

The academy is a college preparatory day academy for pre-kindergarten through grade twelve

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$15,378,074$15,086,976▼ $291,098
Investments in Publicly Traded Securities$2,324,732$2,215,365▼ $109,367
Savings and Temporary Cash Investments$847,433$511,619▼ $335,814
Other Notes and Loans Receivable, Net$232,829$117,650▼ $115,179
Prepaid Expenses and Deferred Charges$96,195$95,051▼ $1,144
Accounts Receivable$110,231$52,633▼ $57,598
Pledges and Grants Receivable$13,600$0▼ $13,600
Total Assets$19,231,122$18,079,294▼ $1,151,828
Other Assets Total$228,028$0▼ $228,028
Liabilities
Deferred Revenue$1,612,459$932,254▼ $680,205
Mortgage Notes Payable Secured by Investment Property-$685,000-
Accounts Payable and Accrued Expenses$611,716$522,158▼ $89,558
Total Liabilities$2,224,175$2,139,412▼ $84,763
Net Assets / Fund Balance
Unrestricted Net Assets$16,788,907$15,748,394▼ $1,040,513
Permanently Rstr Net Assets$176,460$176,916▲ $456
Temporarily Rstr Net Assets$41,580$14,572▼ $27,008
Total Net Assets Fund Balance$17,006,947$15,939,882▼ $1,067,065
Total Liabilities and Net Assets / Fund Balance$19,231,122$18,079,294▼ $1,151,828

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,990,908$6,161,877$17,152,785
Land$3,063,462-$3,063,462
Equipment$238,755$1,418,528$1,657,283
Leasehold Improvements$793,851$545,004$1,338,855

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,324,732$270,856▲ $262,643$-642,866$2,215,365
2012$2,607,805$55,355▲ $272,548$-610,976$2,324,732
2011$3,306,358$58,306▲ $76,154$-833,013$2,607,805
2010$3,456,244$37,641▲ $271,455$-458,982$3,306,358
2009$3,714,087$54,944▲ $130,604$-443,391$3,456,244
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Phillip P PetruHead of School/ex-officioFT$193,840$17,291$211,131

Board Members and Trustees

NameTitle
David McgrawChairman
Christopher WadsworthVice Chairman
Charlene HollandTrustee
David SouzaTrustee
Ellen KinlinTrustee
Holly CrissanTrustee
Job Taylor IiiTrustee
Karen RaussTrustee
Michael BenoitTrustee
Michael KayajanTrustee
Patrick J ForanTrustee
Roger BoocockTrustee
Sonya P MitchellTrustee
William F TylerSecretary
James HoeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$592,081
Program Service Revenue
$7,409,597
Investment Income
$135,440
Other Revenue
$90,053
All Other Contributions
$592,081
Change in Net Assets
$-1,273,209

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$266,069Investment Value
Total Noncash Contributions3$266,069-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,668,553
Revenue Not Reported on Financial Statements
$1,558,618
Revenue Not Reported on Form 990
$206,474
Other Revenue Adjustments
$1,558,618
Total Revenue per Audited Statements
$6,875,027
Total Revenue per Form 990
$8,227,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,928,484
Other Expenses$3,013,278
Grants and Similar Amounts Paid$1,558,618
Total Fundraising Expense$354,311
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,883,031$990,630$238,142$4,111,803
Grants to Domestic Individuals$1,558,618--$1,558,618
Depreciation Depletion$523,004$80,047$26,123$629,174
All Other Expenses$42,147$436,775$17,614$496,536
Other Employee Benefits$328,665$81,986$38,178$448,829
Payroll Taxes$206,813$73,542$16,489$296,844
Fees for Services Other$6,500$228,268-$234,768
Occupancy$177,156--$177,156
Advertising-$141,597-$141,597
Other Expenses$137,100--$137,100
Insurance-$104,734-$104,734
Information Technology$3,763$72,767-$76,530
Pension Plan Contributions$44,568$22,042$4,398$71,008
Office Expenses$9,375$30,164$13,367$52,906
Fees for Service Investment Mgmnt Fees-$17,974-$17,974
Fees for Services Legal-$17,243-$17,243
Fees for Services Accounting-$15,950-$15,950
Interest-$4,667-$4,667
Total Functional Expenses$6,827,683$2,318,386$354,311$9,500,380

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,500,380
Total Expenses per Audited Statements$7,942,092
Expenses per Audited Statements$7,941,762
Expenses Not Reported on Financial Statements$1,558,618
Other Expense Adjustments$1,558,618
Expenses Not Reported on Form 990$330
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 11

“Organization's process used to review form 990: form 990 is reviewed and approved by the business manager and board treasurer prior to filing.”

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

“Enforcement of conflicts policy: conflict of interest policy is monitored by reviewing it with all board members at the first meeting of the fiscal year and having each board member sign off on it.”

Form 990, Part VI, Section B, Line 15

“Line 15a- compensation process for top officials reviewed and approved by the executive board, line 15b- compensation process for officers reviewed and approved by the executive board”

Form 990, Part VI, Section C, Line 19

“The organization will make its governing documents, conflict of interest policy, and financial statements available to the public upon request. The organization maintains a website where directions, phone numbers, top staff names, the current board of directors list, and email addresses are available for contact.”

Filing and Contact Details

Filer

EIN
04-2592472
Phone
5084285400

Signing Officer

Name
Mrjames T Hoeck
Title
Treasurer
Phone
5084285400
Signed
2015-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mrjames T Hoeck
Formed
1976
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
16
Employees
150
Volunteers
90

Preparer

Preparer
Michael Hinchey
Phone
7813562000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The academy is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and, accordingly, no provision for income taxes has been recorded in the accompanying financial statements. The academy accounts for uncertain tax positions in accordance with fasb asc topic income taxes. The topic prescribes a recognition threshold and measurement process for financial statement recognition of uncertain tax positions taken or expected to be taken in a tax return. The topic also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. At june 30, 2013, management believes that the academy has no material uncertain tax positions. The academy is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to june 30, 2011.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid & faculty tuition remission 1,558,618.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid & faculty tuition remission 1,558,618.”

Form 990

“Page 2 -part v, line 4 - intended use of endowment funds: faculty development, scholarships, awards, library, financial aid and cultural programs page 4 -part xiii line 4(b) - financial aid netted against tuition and fee revenue on financial statements and shown as grants and other assistance paid to individuals on tax return. - $1,558,618”

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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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IRS990/MissionDesc0THE ACADEMY IS A STUDENT-CENTERED COLLEGE PREPARATORY DAY ACADEMY FOR PRE-KINDERGARTEN THROUGH GRADE TWELVE WHOSE MISSION IS THE PURSUIT OF ACADEMIC EXCELLENCE AND THE DEVELOPMENT OF LIFE SKILLS IN A SAFE AND VALUE-CENTERED ENVIRONMENT TO APPROXIMATELY 284 STUDENTS
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0448829
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IRS990/OtherExpensesGrp/Desc2STUDENT SERVICES
IRS990/OtherExpensesGrp/Desc3HOST FAMILY EXPENSES
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IRS990/OtherExpensesGrp/ProgramServicesAmt1231445
IRS990/OtherExpensesGrp/ProgramServicesAmt2213898
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IRS990/PensionPlanContributionsGrp/FundraisingAmt04398
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,079,294
Liabilities
$2,139,412
Net assets
$15,939,882
Revenue
$8,227,171
Expenses
$9,500,380
Net income
-$1,273,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$9.43$2.51$11.3$11.2$0.06
2023Detailed filing. Detailed filing data is available for this year.$11.9$9.49$2.46$12.2$11.5$0.68
2022Detailed filing. Detailed filing data is available for this year.$13.0$11.3$1.77$11.6$11.1$0.51
2021Detailed filing. Detailed filing data is available for this year.$13.2$12.0$1.27$10.6$10.5$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$12.3$1.15$7.42$9.68$2.26
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$9.48$3.41$8.21$9.87$1.66
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$8.85$5.07$7.12$10.8$3.63
2017Detailed filing. Detailed filing data is available for this year.$15.0$6.26$8.70$6.75$9.86$3.11
2016Detailed filing. Detailed filing data is available for this year.$15.3$3.45$11.8$6.99$9.32$2.33
2015Detailed filing. Detailed filing data is available for this year.$16.0$1.82$14.1$7.61$8.90$1.29
2014Detailed filing. Detailed filing data is available for this year.$18.1$2.14$15.9$8.23$9.50$1.27
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$19.2$2.22$17.0$8.57$9.73$1.16
2012Summary only. Only limited summary data is available for this year.$21.3$3.28$18.0$8.12$9.34$1.22
2011Summary only. Only limited summary data is available for this year.$22.7$3.46$19.2$7.81$8.70$0.89
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $10M-$25M nonprofits