Civic Intelligence

Glen Urquhart School Inc.

990 • Fiscal year 2016 • EIN 04-2658251

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

74 Hart StreetBeverly Farms, MA 01915

(978) 927-1064

Siviq Scores

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

Liabilities / Assets

74th percentile

0.54x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

1.14x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

18th percentile

-9.0%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

62nd percentile

$211,288

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

11th percentile

-8.0%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-6.4%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$12,894,762

Down $1,114,569 (-8.0%) from 2015

Net Assets

Down

$5,987,757

Down $758,384 (-11%) from 2015

Liabilities

Down

$6,907,005

Down $356,185 (-4.9%) from 2015

Revenue

Down

$6,072,126

Down $413,759 (-6.4%) from 2015

Expenses

Down

$6,620,881

Down $99,751 (-1.5%) from 2015

Net Income

Down

-$548,755

Down $314,008 (-134%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $13,512,950Liabilities 2011: $7,119,554Net Assets 2011: $6,393,3962011Assets 2012: $13,970,598Liabilities 2012: $7,222,559Net Assets 2012: $6,748,0392012Assets 2013: $13,965,199Liabilities 2013: $7,143,542Net Assets 2013: $6,821,6572013Assets 2014: $14,010,170Liabilities 2014: $6,977,056Net Assets 2014: $7,033,1142014Assets 2015: $14,009,331Liabilities 2015: $7,263,190Net Assets 2015: $6,746,1412015Assets 2016: $12,894,762Liabilities 2016: $6,907,005Net Assets 2016: $5,987,7572016Assets 2017: $12,025,116Liabilities 2017: $6,378,118Net Assets 2017: $5,646,9982017Assets 2018: $12,070,260Liabilities 2018: $6,673,900Net Assets 2018: $5,396,3602018Assets 2019: $11,816,641Liabilities 2019: $6,859,312Net Assets 2019: $4,957,3292019Assets 2020: $11,463,460Liabilities 2020: $6,647,475Net Assets 2020: $4,815,9852020Assets 2021: $13,119,115Liabilities 2021: $6,379,393Net Assets 2021: $6,739,7222021Assets 2022: $13,068,115Liabilities 2022: $6,277,956Net Assets 2022: $6,790,1592022Assets 2023: $13,960,892Liabilities 2023: $6,121,689Net Assets 2023: $7,839,2032023Assets 2024: $14,237,817Liabilities 2024: $5,698,009Net Assets 2024: $8,539,8082024

Highlighted filing

2016

Assets$12,894,762
Liabilities$6,907,005
Net Assets$5,987,757

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,374,554Expenses 2011: $5,530,289Net Income 2011: -$155,7352011Revenue 2012: $6,310,605Expenses 2012: $5,925,844Net Income 2012: $384,7612012Revenue 2013: $5,917,246Expenses 2013: $5,928,677Net Income 2013: -$11,4312013Revenue 2014: $6,326,078Expenses 2014: $6,413,098Net Income 2014: -$87,0202014Revenue 2015: $6,485,885Expenses 2015: $6,720,632Net Income 2015: -$234,7472015Revenue 2016: $6,072,126Expenses 2016: $6,620,881Net Income 2016: -$548,7552016Revenue 2017: $5,827,689Expenses 2017: $6,430,021Net Income 2017: -$602,3322017Revenue 2018: $6,002,080Expenses 2018: $6,442,749Net Income 2018: -$440,6692018Revenue 2019: $6,700,957Expenses 2019: $7,058,743Net Income 2019: -$357,7862019Revenue 2020: $6,608,240Expenses 2020: $6,724,398Net Income 2020: -$116,1582020Revenue 2021: $7,309,881Expenses 2021: $6,281,697Net Income 2021: $1,028,1842021Revenue 2022: $7,615,451Expenses 2022: $6,885,684Net Income 2022: $729,7672022Revenue 2023: $8,064,312Expenses 2023: $7,402,387Net Income 2023: $661,9252023Revenue 2024: $7,780,320Expenses 2024: $7,557,895Net Income 2024: $222,4252024

Highlighted filing

2016

Revenue$6,072,126
Expenses$6,620,881
Net Income-$548,755
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$6,175,199
Mission and Program Overview

Mission

At Glen Urquhart School, we encourage children to explore their intellects and develop their imaginations, pose questions as often as they devise solutions, speak individually, yet work collaboratively, discover the best within themselves, respect all people and value their differences, act responsibly in our community and in the world.

Providing an enriched educational program for students in kindergarten through eigth grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,643,498$7,355,189▼ $288,309
Investments in Publicly Traded Securities$3,585,032$3,820,718▲ $235,686
Cash and Non-Interest-Bearing Accounts$814,780$1,527,681▲ $712,901
Pledges and Grants Receivable$315,335$99,242▼ $216,093
Prepaid Expenses and Deferred Charges$382,224$83,502▼ $298,722
Savings and Temporary Cash Investments$1,259,997$8,031▼ $1,251,966
Accounts Receivable$8,465$399▼ $8,066
Total Assets$14,009,331$12,894,762▼ $1,114,569
Liabilities
Tax Exempt Bond Liabilities$4,273,757$4,158,998▼ $114,759
Deferred Revenue$2,055,056$1,829,808▼ $225,248
Mortgage Notes Payable Secured by Investment Property$563,600$547,930▼ $15,670
Accounts Payable and Accrued Expenses$370,777$370,269▼ $508
Total Liabilities$7,263,190$6,907,005▼ $356,185
Net Assets / Fund Balance
Unrestricted Net Assets$5,792,028$4,997,761▼ $794,267
Temporarily Rstr Net Assets$943,589$946,171▲ $2,582
Permanently Rstr Net Assets$10,524$43,825▲ $33,301
Total Net Assets Fund Balance$6,746,141$5,987,757▼ $758,384
Total Liabilities and Net Assets / Fund Balance$14,009,331$12,894,762▼ $1,114,569

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,146,576$3,414,740$9,561,316
Land$1,019,215-$1,019,215
Equipment$119,050$391,801$510,851
Other Land Buildings$70,348$292,307$362,655

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,603,500$69,550▼ $32,632$65,559$2,574,859
2014$2,681,331-▲ $56,080$133,911$2,603,500
2013$2,469,918-▲ $327,274$115,861$2,681,331
2012$2,390,030$4,664▲ $177,420$102,196$2,469,918
2011$1,984,424$778,621▲ $12,572$385,587$2,390,030
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Raymond NanceHead of SchoolFT$199,594$11,694$211,288
Sarah KotwickiDirector of Lower SchoolFT$114,900$18,121$133,021
MaryAnn LaCarrubbaDirector of FinanceFT$112,756$18,158$130,914
Leslie MarchesseaultDirector of AdmissionsFT$97,579$15,075$112,654
Gretchen ForsythDirector of Upper SchoolFT$88,076$16,363$104,439
Susan Tsao EstyTrustee--$21,850$21,850
Lisa Sandouk-RomanelliVice President-$1,360-$1,360
Mollie HoopesVice President-$842-$842
Revenue and Support

Revenue Composition

Contributions and Grants
$325,210
Program Service Revenue
$5,540,657
Investment Income
$93,579
Other Revenue
$112,680
All Other Contributions
$281,710
Change in Net Assets
$-548,755

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,763,543
Revenue Not Reported on Financial Statements
$1,308,583
Revenue Not Reported on Form 990
$-6,556
Other Revenue Adjustments
$1,308,583
Total Revenue per Audited Statements
$4,756,987
Total Revenue per Form 990
$6,072,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,763,427
Other Expenses$1,548,871
Grants and Similar Amounts Paid$1,308,583
Total Fundraising Expense$118,308
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,994,206$829,179$86,250$2,909,635
Grants to Domestic Individuals$1,308,583--$1,308,583
Depreciation Depletion$384,586--$384,586
Other Employee Benefits$186,092$118,131-$304,223
Office Expenses$146,122$133,740$21,698$301,560
Current Officers, Directors, Trustees, and Key Employees-$237,938-$237,938
Payroll Taxes$139,067$70,059$6,598$215,724
Occupancy$170,139$19,317$3,762$193,218
Interest$141,062--$141,062
Travel$128,380--$128,380
Pension Plan Contributions$64,607$31,300-$95,907
Fees for Services Other-$78,849-$78,849
Information Technology$23,782$23,223-$47,005
Advertising-$40,974-$40,974
Other Expenses$13,178$26,838-$40,016
Insurance-$27,706-$27,706
Fees for Services Accounting-$26,138-$26,138
Fees for Services Legal-$14,500-$14,500
Total Functional Expenses$4,824,681$1,677,892$118,308$6,620,881

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,620,881
Total Expenses per Audited Statements$5,415,371
Expenses per Audited Statements$5,312,298
Expenses Not Reported on Financial Statements$1,308,583
Other Expense Adjustments$1,308,583
Expenses Not Reported on Form 990$103,073
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$114,727
Fundraising Direct Expenses$57,558
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wild Boar Golf Tournament$44,050$44,050$21,920$22,130
Storm the Castle Spring Auction$87,025$43,525$13,655$29,870
Total Events$158,227$114,727$57,558$57,169
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Development Finance Agency2012-03-28$4,794,521Refunding of two existing bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,794,521$4,794,521$635,523-

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
No
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

Governance Explanations

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

All natural parents, adoptive parents and legal guardians of the children in attendance at Glen Urquhart School are members during such period of attendance. The members at their annual meeting elect the Board of Trustees.

Form 990, Part VI, Section B, line 11

The School's Director of Finance and Treasurer are responsible for overseeing the preparation of IRS Form 990 (990). The 990 and its supporting schedules were prepared by the public accounting firm, Tonneson & Company, PC (Tonneson), responsible for auditing the School's financial statements. Tonneson's work was based on information provided to them during the course of the audit by the School's business office, plus additional work requested specific to the 990. The Treasurer, Head of School and Director of Finance performed a detailed review of the completed 990 and reported the results of its review to the Board of Trustees. The Board of Trustees then voted to authorize the Finance Committee to approve the Form 990. The Finance Committee approved the Form 990 for filing.

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

Each member of the Board of Trustees is required to disclose on an annual basis any existing or potential conflict of interest. The Board of Trustees may also provide for such corrective action as it deems appropriate by reason of a failure to disclose such conflict of interest, which may include removal from a position or office. Disclosure forms shall be updated annually or sooner if changed circumstances require disclosure.

Form 990, Part VI, Section B, line 15

The Board of Trustees determine the compensation for the Head of School and reviews compensation for other key employees based on benchmarking with area peer schools.

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
Glen Urquhart School
EIN
04-2658251
Phone
9789271064
Address
74 Hart Street, Beverly Farms, MA 01915

Signing Officer

Name
Martha Burnham
Title
President
Phone
9789271064
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Burnham
Formed
1979
Legal Domicile
Ma
Voting Board Members
24
Independent Board Members
23
Employees
85
Volunteers
100

Preparer

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

Additional Explanations

Form 990, Part XI, line 9:

Prior period restatement -100,000.

Financial Statement Notes

Part V, Line 4:

The School's primary objective is long-term capital appreciation which together with income will provide for the growth of the endowment while allowing support for current activities. To satisfy its long-term rate-of-return objectives, the School relies on a total return strategy in which investment returns are achieved through both capital appreciation (realized and unrealized) and current yield (interest and dividends). The School targets a diversified asset allocation that places a greater emphasis on equity-based investments to achieve its long-term objectives within prudent risk constraints.

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 amount and probabilities of the outcomes that could be realized upon ultimate settlement with tax authorities. As of June 30, 2016, 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 45,515. Fundraising Expenses 57,558.

Part XI, Line 4B - Other Adjustments:

Financial Aid 1,308,583.

Part XII, Line 2D - Other Adjustments:

Rental Expenses 45,515. Fundraising Expenses 57,558.

Part XII, Line 4B - Other Adjustments:

Financial Aid 1,308,583.

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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/OtherCompensationAmt230
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2518121
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2618158
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2715075
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2816363
IRS990/Form990PartVIISectionAGrp/PersonNm0Martha Burnham
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Carroll
IRS990/Form990PartVIISectionAGrp/PersonNm2Mollie Hoopes
IRS990/Form990PartVIISectionAGrp/PersonNm3Lisa Sandouk-Romanelli
IRS990/Form990PartVIISectionAGrp/PersonNm4Stephen Todd
IRS990/Form990PartVIISectionAGrp/PersonNm5Carl Graves
IRS990/Form990PartVIISectionAGrp/PersonNm6Clare L Byrne
IRS990/Form990PartVIISectionAGrp/PersonNm7Emily Collins
IRS990/Form990PartVIISectionAGrp/PersonNm8Susan Tsao Esty
IRS990/Form990PartVIISectionAGrp/PersonNm9Tamah French
IRS990/Form990PartVIISectionAGrp/PersonNm10Philip Furse
IRS990/Form990PartVIISectionAGrp/PersonNm11Lauren Gudonis
IRS990/Form990PartVIISectionAGrp/PersonNm12Jodi Llacera Klein
IRS990/Form990PartVIISectionAGrp/PersonNm13Daniel LeVan
IRS990/Form990PartVIISectionAGrp/PersonNm14Peter Mason
IRS990/Form990PartVIISectionAGrp/PersonNm15John McNiff
IRS990/Form990PartVIISectionAGrp/PersonNm16Anita Meyer
IRS990/Form990PartVIISectionAGrp/PersonNm17Suzanne Mitchell
IRS990/Form990PartVIISectionAGrp/PersonNm18Sallie Pottle
IRS990/Form990PartVIISectionAGrp/PersonNm19Joan Rosenthal
IRS990/Form990PartVIISectionAGrp/PersonNm20Zara-Marie Spooner
IRS990/Form990PartVIISectionAGrp/PersonNm21Jacquelyn Swansburg Paulino
IRS990/Form990PartVIISectionAGrp/PersonNm22Marit von Tetzchner
IRS990/Form990PartVIISectionAGrp/PersonNm23Lynn Warren
IRS990/Form990PartVIISectionAGrp/PersonNm24Raymond Nance
IRS990/Form990PartVIISectionAGrp/PersonNm25Sarah Kotwicki
IRS990/Form990PartVIISectionAGrp/PersonNm26MaryAnn LaCarrubba
IRS990/Form990PartVIISectionAGrp/PersonNm27Leslie Marchesseault
IRS990/Form990PartVIISectionAGrp/PersonNm28Gretchen Forsyth
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2842
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31360
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24199594
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25114900
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26112756
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2797579
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2888076
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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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/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Clerk
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/TitleTxt23Life Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt24Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director of Lower School
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director of Admissions
IRS990/Form990PartVIISectionAGrp/TitleTxt28Director of Upper School
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt043500
IRS990/FundraisingDirectExpensesAmt057558
IRS990/FundraisingGrossIncomeAmt0114727
IRS990/GainOrLossGrp/SecuritiesAmt06143
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantAmt01308583
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01308583
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01308583
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06143
IRS990/GrossReceiptsAmt06175199
IRS990/GrossRentsGrp/RealAmt039146
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt023223
IRS990/InformationTechnologyGrp/ProgramServicesAmt023782
IRS990/InformationTechnologyGrp/TotalAmt047005
IRS990/InsuranceGrp/ManagementAndGeneralAmt027706
IRS990/InsuranceGrp/TotalAmt027706
IRS990/InterestGrp/ProgramServicesAmt0141062
IRS990/InterestGrp/TotalAmt0141062
IRS990/InvestmentIncomeGrp/ExclusionAmt087436
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087436
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03585032
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03820718
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04098848
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07643498
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07355189
IRS990/LandBldgEquipCostOrOtherBssAmt011454037
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt045515
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0At Glen Urquhart School, we encourage children to explore their intellects and develop their imaginations, pose questions as often as they devise solutions, speak individually, yet work collaboratively, discover the best within themselves, respect all people and value their differences, act responsibly in our community and in the world.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0563600
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0547930
IRS990/NetAssetsOrFundBalancesBOYAmt06746141
IRS990/NetAssetsOrFundBalancesEOYAmt05987757
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06143
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06143
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt057169
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt057169
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-868
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-6369
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-5501
IRS990/NetUnrelatedBusTxblIncmAmt0-5501
IRS990/NetUnrlzdGainsLossesInvstAmt0-109629
IRS990/NoncashContributionsAmt024029
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03762
IRS990/OccupancyGrp/ManagementAndGeneralAmt019317
IRS990/OccupancyGrp/ProgramServicesAmt0170139
IRS990/OccupancyGrp/TotalAmt0193218
IRS990/OfficeExpensesGrp/FundraisingAmt021698
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0133740
IRS990/OfficeExpensesGrp/ProgramServicesAmt0146122
IRS990/OfficeExpensesGrp/TotalAmt0301560
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-100000
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0118131
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0186092
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0304223
IRS990/OtherExpensesGrp/Desc0Professional Developmen
IRS990/OtherExpensesGrp/Desc1Gain at GUS Program
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026838
IRS990/OtherExpensesGrp/ProgramServicesAmt068517
IRS990/OtherExpensesGrp/ProgramServicesAmt156360
IRS990/OtherExpensesGrp/ProgramServicesAmt213178
IRS990/OtherExpensesGrp/TotalAmt068517
IRS990/OtherExpensesGrp/TotalAmt156360
IRS990/OtherExpensesGrp/TotalAmt240016
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt061880
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt061880

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.2$5.70$8.54$7.78$7.56$0.22
2023Detailed filing. Detailed filing data is available for this year.$14.0$6.12$7.84$8.06$7.40$0.66
2022Detailed filing. Detailed filing data is available for this year.$13.1$6.28$6.79$7.62$6.89$0.73
2021Detailed filing. Detailed filing data is available for this year.$13.1$6.38$6.74$7.31$6.28$1.03
2020Detailed filing. Detailed filing data is available for this year.$11.5$6.65$4.82$6.61$6.72$0.12
2019Detailed filing. Detailed filing data is available for this year.$11.8$6.86$4.96$6.70$7.06$0.36
2018Detailed filing. Detailed filing data is available for this year.$12.1$6.67$5.40$6.00$6.44$0.44
2017Detailed filing. Detailed filing data is available for this year.$12.0$6.38$5.65$5.83$6.43$0.60
2016Detailed filing. Detailed filing data is available for this year.$12.9$6.91$5.99$6.07$6.62$0.55
2015Detailed filing. Detailed filing data is available for this year.$14.0$7.26$6.75$6.49$6.72$0.23
2014Summary only. Only limited summary data is available for this year.$14.0$6.98$7.03$6.33$6.41$0.09
2013Summary only. Only limited summary data is available for this year.$14.0$7.14$6.82$5.92$5.93$0.01
2012Summary only. Only limited summary data is available for this year.$14.0$7.22$6.75$6.31$5.93$0.38
2011Summary only. Only limited summary data is available for this year.$13.5$7.12$6.39$5.37$5.53$0.16