Civic Intelligence

The Walden School Inc.

990 • Fiscal year 2015 • EIN 23-1713166

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 01, 2016

Organization ProfileWWW.THEWALDENSCHOOL.ORG

View Organization Page

901 North Providence RoadMedia, PA 19063

(610) 892-8000

Siviq Scores

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

Liabilities / Assets

81st percentile

0.58x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.59x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

50th percentile

2.6%

Higher net margin than 50% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

56th percentile

$74,554

Higher top officer pay than 56% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

14th percentile

-8.9%

Faster asset growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

1.0%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$2,167,507

Down $211,343 (-8.9%) from 2014

Net Assets

Down

$907,622

Down $147,550 (-14%) from 2014

Liabilities

Down

$1,259,885

Down $63,793 (-4.8%) from 2014

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin50th percentile

Revenue

Up

$2,151,679

Up $21,799 (+1.0%) from 2014

Expenses

Down

$2,095,025

Down $12,990 (-0.6%) from 2014

Net Income

Up

$56,654

Up $34,789 (+159%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,575,353Liabilities 2010: $1,540,933Net Assets 2010: $1,034,4202010Assets 2011: $2,592,304Liabilities 2011: $1,487,614Net Assets 2011: $1,104,6902011Assets 2012: $2,431,235Liabilities 2012: $1,481,962Net Assets 2012: $949,2732012Assets 2013: $2,352,537Liabilities 2013: $1,326,178Net Assets 2013: $1,026,3592013Assets 2014: $2,378,850Liabilities 2014: $1,323,678Net Assets 2014: $1,055,1722014Assets 2015: $2,167,507Liabilities 2015: $1,259,885Net Assets 2015: $907,6222015Assets 2016: $2,222,025Liabilities 2016: $1,177,069Net Assets 2016: $1,044,9562016Assets 2017: $2,113,571Liabilities 2017: $1,105,986Net Assets 2017: $1,007,5852017Assets 2018: $2,066,787Liabilities 2018: $1,138,154Net Assets 2018: $928,6332018Assets 2019: $2,000,752Liabilities 2019: $958,118Net Assets 2019: $1,042,6342019Assets 2020: $2,149,118Liabilities 2020: $1,173,686Net Assets 2020: $975,4322020Assets 2021: $1,965,113Liabilities 2021: $834,583Net Assets 2021: $1,130,5302021Assets 2022: $1,960,158Liabilities 2022: $785,785Net Assets 2022: $1,174,3732022Assets 2023: $2,074,479Liabilities 2023: $886,584Net Assets 2023: $1,187,8952023Assets 2024: $2,251,251Liabilities 2024: $937,242Net Assets 2024: $1,314,0092024

Highlighted filing

2015

Assets$2,167,507
Liabilities$1,259,885
Net Assets$907,622
Open 2015 Filing

Operations Trend

Revenue Growth43rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,768,9352010Revenue 2011: $1,803,687Expenses 2011: $1,744,234Net Income 2011: $59,4532011Expenses 2012: $1,838,9572012Expenses 2013: $1,828,4612013Revenue 2014: $2,129,880Expenses 2014: $2,108,015Net Income 2014: $21,8652014Revenue 2015: $2,151,679Expenses 2015: $2,095,025Net Income 2015: $56,6542015Revenue 2016: $2,481,165Expenses 2016: $2,338,939Net Income 2016: $142,2262016Revenue 2017: $2,303,155Expenses 2017: $2,355,513Net Income 2017: -$52,3582017Revenue 2018: $2,116,166Expenses 2018: $2,197,233Net Income 2018: -$81,0672018Revenue 2019: $2,198,217Expenses 2019: $2,076,401Net Income 2019: $121,8162019Revenue 2020: $1,986,503Expenses 2020: $2,057,789Net Income 2020: -$71,2862020Revenue 2021: $2,205,272Expenses 2021: $2,084,807Net Income 2021: $120,4652021Revenue 2022: $2,216,249Expenses 2022: $2,131,618Net Income 2022: $84,6312022Revenue 2023: $2,282,064Expenses 2023: $2,277,648Net Income 2023: $4,4162023Revenue 2024: $2,630,954Expenses 2024: $2,494,342Net Income 2024: $136,6122024

Highlighted filing

2015

Revenue$2,151,679
Expenses$2,095,025
Net Income$56,654
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 1, 2016
Return Version
2014v6.0
Gross Receipts
$2,174,532
Mission and Program Overview

Mission

Education of preschool through 8th grade children using a montessori based philosophy

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,917,456$1,733,701▼ $183,755
Savings and Temporary Cash Investments$258,231$231,032▼ $27,199
Investments in Publicly Traded Securities$96,918$94,970▼ $1,948
Prepaid Expenses and Deferred Charges$24,689$46,950▲ $22,261
Intangible Assets$32,478$30,580▼ $1,898
Accounts Receivable$46,978$28,174▼ $18,804
Total Assets$2,378,850$2,167,507▼ $211,343
Other Assets Total$2,100$2,100→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,084,812$1,037,728▼ $47,084
Accounts Payable and Accrued Expenses$134,027$147,144▲ $13,117
Deferred Revenue$104,839$75,013▼ $29,826
Total Liabilities$1,323,678$1,259,885▼ $63,793
Net Assets / Fund Balance
Unrestricted Net Assets$894,193$747,889▼ $146,304
Temporarily Rstr Net Assets$158,379$107,593▼ $50,786
Permanently Rstr Net Assets$2,600$52,140▲ $49,540
Total Net Assets Fund Balance$1,055,172$907,622▼ $147,550
Total Liabilities and Net Assets / Fund Balance$2,378,850$2,167,507▼ $211,343

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,599,250$830,311$2,429,561
Equipment$78,451$133,309$211,760
Land$56,000-$56,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$96,918-▼ $1,948-$94,970
2013$85,266-▲ $11,652-$96,918
2012$77,770-▲ $7,496-$85,266
2011$79,142-▼ $1,372-$77,770
2010$67,374-▲ $11,768-$79,142
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary MckeonHead of SchoFT$71,823$2,731$74,554

Board Members and Trustees

NameTitle
Jonathan Peri EsqPresident
Angel McintoshTrustee
Anne Marie CilliTrustee
Charles a Mccauley Iii EsqTrustee
Cory Winter EsqTrustee
Gerald JonesTrustee
Jonathan Sturz EsqTrustee
MARK D'AMICO ESQTrustee
Mitch VidovitchTrustee
Omar WhiteTrustee
Patricia Scott PhdTrustee
Tom FeeleyTrustee
Toni McintoshTrustee
Wana Saadzoi EsqTrustee
Christine Linvill MsSecretary
Daniel NeubertTreasurer
Steve KirkpatrickVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$151,296
Program Service Revenue
$2,002,301
Investment Income
$8,335
Other Revenue
$-10,253
All Other Contributions
$105,238
Change in Net Assets
$56,654

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,151,679
Revenue Not Reported on Form 990
$-8,188
Total Revenue per Audited Statements
$2,143,491
Total Revenue per Form 990
$2,151,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,351,101
Other Expenses$413,064
Grants and Similar Amounts Paid$330,860
Total Fundraising Expense$45,557
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$858,236$198,248$26,370$1,082,854
Grants to Domestic Individuals$330,860--$330,860
Payroll Taxes$79,692$18,408$2,448$100,548
Depreciation Depletion$94,730$1,933-$96,663
Other Employee Benefits$65,126$15,044$2,001$82,171
Current Officers, Directors, Trustees, and Key Employees$60,729$14,028$1,866$76,623
Interest$40,255$822-$41,077
All Other Expenses$23,190$6,287$655$30,132
Advertising$28,754--$28,754
Occupancy$27,696$566-$28,262
Insurance$19,323$6,441-$25,764
Office Expenses$16,076$6,890-$22,966
Other Expenses$12,840$1,081-$12,840
Fees for Services Lobbying--$12,000$12,000
Fees for Services Other$2,003$8,012-$10,015
Pension Plan Contributions$7,058$1,630$217$8,905
Fees for Services Accounting$1,530$6,120-$7,650
Conferences and Meetings$6,447--$6,447
Information Technology$1,320$880-$2,200
Fees for Service Investment Mgmnt Fees$297$1,189-$1,486
Total Functional Expenses$1,761,889$287,579$45,557$2,095,025

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,291,041
Expenses per Audited Statements$2,095,025
Total Expenses per Form 990$2,095,025
Expenses Not Reported on Form 990$196,016
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$22,853
Fundraising Gross Income$12,600
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundrais$58,658$12,600$7,883$4,717
Total Events$58,658$12,600$22,853$-10,253
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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
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, Page 6, Part VI, Line 11B

“A copy of form 990 is reviewed by the full board before filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization annually monitors compliance with the conflict of interest policy via board discussion and review.”

Form 990, Page 6, Part VI, Line 15A

“The walden school board refers to employee performance and comparabilty data of similar schools in determining the compensation of the school's top management official and key employees.”

Form 990, Page 6, Part VI, Line 15B

“The walden school refers to comparabilty data for similar schools in determining the compensation of the school's top management official and key employees.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Walden School Inc
EIN
23-1713166
Phone
6108928000
Address
901 NORTH PROVIDENCE ROAD, MEDIA, PA 19063

Signing Officer

Name
Jonathan Peri Esq
Title
President
Phone
6108928000
Signed
2016-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Periesq
Formed
1967
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
17
Employees
38
Volunteers
20

Preparer

Firm
Gpcd Partners LLC
Address
1420 WALNUT ST STE 1012, PHILADELPHIA, PA 19102
Preparer
John C Papandonesqcpa Llm
Phone
2158549300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Losses reported on return 196,016”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment fund was created to support the anticipated future operating, program, and capital needs of the school.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
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IRS990/IntangibleAssetsGrp/EOYAmt030580
IRS990/InterestGrp/ManagementAndGeneralAmt0822
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IRS990/IRPDocumentW2GCnt00
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IRS990/LegalDomicileStateCd0PA
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IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATION OF PRESCHOOL THROUGH 8TH GRADE CHILDREN USING A MONTESSORI BASED PHILOSOPHY
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IRS990/NetUnrlzdGainsLossesInvstAmt0-8188
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IRS990/OfficeExpensesGrp/ProgramServicesAmt016076
IRS990/OfficeExpensesGrp/TotalAmt022966
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02001
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt082171
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IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3ACTIVITY EXPENSE
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IRS990/OtherExpensesGrp/ProgramServicesAmt052981
IRS990/OtherExpensesGrp/ProgramServicesAmt118996
IRS990/OtherExpensesGrp/ProgramServicesAmt213750
IRS990/OtherExpensesGrp/ProgramServicesAmt312840
IRS990/OtherExpensesGrp/TotalAmt054062
IRS990/OtherExpensesGrp/TotalAmt118996
IRS990/OtherExpensesGrp/TotalAmt213750
IRS990/OtherExpensesGrp/TotalAmt312840
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0198248
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0858236
IRS990/OtherSalariesAndWagesGrp/TotalAmt01082854
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02448
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018408
IRS990/PayrollTaxesGrp/ProgramServicesAmt079692
IRS990/PayrollTaxesGrp/TotalAmt0100548
IRS990/PensionPlanContributionsGrp/FundraisingAmt0217
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IRS990/PrincipalOfficerNm0JONATHAN PERIESQ
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IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND RELATED FEES
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IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE WALDEN SCHOOL HAS RETAINED THE SERVICES OF ROSCOMMON INTERNATIONAL FOR THE PURPOSE OF LOBBYING ACTIVITIES TO ACQUIRE STATE GRANTS AND APPROPRIATIONS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART II-B, LINE 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt012000
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.97260
IRS990ScheduleD/BuildingsGrp/BookValueAmt01599250
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0830311
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt085266
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,167,507
Liabilities
$1,259,885
Net assets
$907,622
Revenue
$2,151,679
Expenses
$2,095,025
Net income
$56,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.94$1.31$2.63$2.49$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.89$1.19$2.28$2.28$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.79$1.17$2.22$2.13$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.83$1.13$2.21$2.08$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.15$1.17$0.98$1.99$2.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.96$1.04$2.20$2.08$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.07$1.14$0.93$2.12$2.20$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.11$1.11$1.01$2.30$2.36$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.22$1.18$1.04$2.48$2.34$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.17$1.26$0.91$2.15$2.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.38$1.32$1.06$2.13$2.11$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$1.33$1.03$1.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$1.48$0.95$1.84
2011Summary only. Only limited summary data is available for this year.$2.59$1.49$1.10$1.80$1.74$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$1.54$1.03$1.77