Civic Intelligence

The Riverbend Center for Montessori Excellence Inc.

990 • Fiscal year 2019 • EIN 23-7122908

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 25, 2019

Organization ProfileRIVERBENDSCHOOL.ORG

View Organization Page

39 Eliot StreetNatick, MA 01760

(508) 655-7333

Siviq Scores

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

Liabilities / Assets

84th percentile

0.68x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

1.31x

Higher debt load relative to revenue than 85% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

59th percentile

6.0%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$181,978

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-5.7%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$8,991,423

Up $380,048 (+4.4%) from 2018

Net Assets

Up

$2,851,237

Up $283,967 (+11%) from 2018

Liabilities

Up

$6,140,186

Up $96,081 (+1.6%) from 2018

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin59th percentile

Revenue

Down

$4,705,085

Down $286,043 (-5.7%) from 2018

Expenses

Down

$4,421,118

Down $237,980 (-5.1%) from 2018

Net Income

Down

$283,967

Down $48,063 (-14%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $2,474,954Liabilities 2010: $1,400,526Net Assets 2010: $1,074,4282010Assets 2012: $3,507,429Liabilities 2012: $1,724,709Net Assets 2012: $1,782,7202012Assets 2013: $3,885,063Liabilities 2013: $1,963,599Net Assets 2013: $1,921,4642013Assets 2015: $6,517,320Liabilities 2015: $4,269,522Net Assets 2015: $2,247,7982015Assets 2016: $6,849,647Liabilities 2016: $4,567,859Net Assets 2016: $2,281,7882016Assets 2018: $8,611,375Liabilities 2018: $6,044,105Net Assets 2018: $2,567,2702018Assets 2019: $8,991,423Liabilities 2019: $6,140,186Net Assets 2019: $2,851,2372019Assets 2020: $17,298,871Liabilities 2020: $13,875,211Net Assets 2020: $3,423,6602020Assets 2021: $19,151,375Liabilities 2021: $14,847,599Net Assets 2021: $4,303,7762021Assets 2022: $19,023,555Liabilities 2022: $13,863,370Net Assets 2022: $5,160,1852022Assets 2023: $15,978,909Liabilities 2023: $10,384,313Net Assets 2023: $5,594,5962023Assets 2024: $16,182,549Liabilities 2024: $10,422,305Net Assets 2024: $5,760,2442024Assets 2025: $18,066,816Liabilities 2025: $10,258,225Net Assets 2025: $7,808,5912025

Highlighted filing

2019

Assets$8,991,423
Liabilities$6,140,186
Net Assets$2,851,237
Open 2019 Filing

Operations Trend

Revenue Growth26th percentile

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

$10M$5.0M$0Expenses 2010: $1,618,9232010Expenses 2012: $2,757,5762012Expenses 2013: $2,888,5612013Revenue 2015: $3,603,512Expenses 2015: $3,428,896Net Income 2015: $174,6162015Revenue 2016: $4,004,182Expenses 2016: $3,895,911Net Income 2016: $108,2712016Revenue 2018: $4,991,128Expenses 2018: $4,659,098Net Income 2018: $332,0302018Revenue 2019: $4,705,085Expenses 2019: $4,421,118Net Income 2019: $283,9672019Revenue 2020: $5,179,411Expenses 2020: $4,606,988Net Income 2020: $572,4232020Revenue 2021: $5,470,805Expenses 2021: $4,590,689Net Income 2021: $880,1162021Revenue 2022: $6,418,307Expenses 2022: $5,561,898Net Income 2022: $856,4092022Revenue 2023: $6,127,172Expenses 2023: $5,692,761Net Income 2023: $434,4112023Revenue 2024: $5,952,022Expenses 2024: $5,786,374Net Income 2024: $165,6482024Revenue 2025: $8,923,147Expenses 2025: $6,874,800Net Income 2025: $2,048,3472025

Highlighted filing

2019

Revenue$4,705,085
Expenses$4,421,118
Net Income$283,967
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 25, 2019
Return Version
2018v3.1
Gross Receipts
$4,773,488
Mission and Program Overview

Mission

A collaborative montessori environment that develops self-motivated, independent learners by integrating academic excellence and a respectful social community that results in confidence and lifelong achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,884,423$7,710,139▼ $174,284
Savings and Temporary Cash Investments$96,092$812,048▲ $715,956
Cash and Non-Interest-Bearing Accounts$511,670$193,665▼ $318,005
Pledges and Grants Receivable$26,490$152,851▲ $126,361
Prepaid Expenses and Deferred Charges$34,092$105,041▲ $70,949
Accounts Receivable$58,608$17,679▼ $40,929
Total Assets$8,611,375$8,991,423▲ $380,048
Liabilities
Tax Exempt Bond Liabilities$3,966,227$3,795,960▼ $170,267
Deferred Revenue$1,046,090$1,351,479▲ $305,389
Mortgage Notes Payable Secured by Investment Property$813,892$798,693▼ $15,199
Accounts Payable and Accrued Expenses$295,557$264,115▼ $31,442
Other Liabilities$-77,661$-70,061▲ $7,600
Total Liabilities$6,044,105$6,140,186▲ $96,081
Net Assets / Fund Balance
Unrestricted Net Assets$2,467,283$2,555,545▲ $88,262
Temporarily Rstr Net Assets$49,987$245,692▲ $195,705
Permanently Rstr Net Assets$50,000$50,000→ $0
Total Net Assets Fund Balance$2,567,270$2,851,237▲ $283,967
Total Liabilities and Net Assets / Fund Balance$8,611,375$8,991,423▲ $380,048

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,531,259$661,197$7,192,456
Land$1,103,968-$1,103,968
Leasehold Improvements$4,600$433,604$438,204
Equipment$70,312$274,256$344,568
Other Land Buildings-$98,662$98,662

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$50,000---$50,000
2017$50,000---$50,000
2016$50,000---$50,000
2015$50,000---$50,000
2014$50,000---$50,000
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Whitney SladeHead of SchoFT$173,249$8,729$181,978
Whitney SladeHead of School-$155,249$26,729$181,978
Grace YannakakisAsst Head ofFT$113,283$9,358$122,641
Donna Volpe StrouseDirector of Fin &FT$108,496$4,531$113,027

Board Members and Trustees

NameTitle
Chris SuraciChairman
Caitlyn SiebenmorgenDirector
Daniel FinnDirector
David YoungDirector
Emeka IffihDirector
Jessica BauerDirector
Karin WoessnerDirector
Maram Abdel-azimDirector
Melissa FletcherDirector
Michael TauerDirector
Miguel CamargoDirector
Sarah AdamsDirector
John RoweClerk
Morgen PeckTreasurer
Shana SalzanoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$474,751
Program Service Revenue
$4,219,989
Investment Income
$12,000
Other Revenue
$-1,655
All Other Contributions
$386,026
Change in Net Assets
$283,967

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table73$37,875Bidded Value
Total Noncash Contributions73$37,875-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,705,085
Revenue Not Reported on Form 990
$30,423
Total Revenue per Audited Statements
$4,735,508
Total Revenue per Form 990
$4,705,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,133,140
Other Expenses$1,287,978
Total Fundraising Expense$166,709
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,960,377$291,609$73,984$2,325,970
Occupancy$315,032$28,325$4,715$348,072
Current Officers, Directors, Trustees, and Key Employees$50,000$232,200$30,000$312,200
Depreciation Depletion$200,805$31,150$7,038$238,993
Other Employee Benefits$197,676$28,710$6,487$232,873
Payroll Taxes$187,251$29,048$6,563$222,862
Interest$115,986$17,993$4,065$138,044
Information Technology$76,051$11,798$2,666$90,515
Office Expenses$59,097$12,193$2,071$73,361
Insurance$39,255$6,090$1,376$46,721
Pension Plan Contributions$32,966$5,114$1,155$39,235
Advertising$19,275$8,376$8,376$36,027
Fees for Services Legal-$23,715-$23,715
Other Expenses$104,814-$17,759$17,759
Fees for Services Accounting-$17,500-$17,500
Conferences and Meetings$12,959$2,010$454$15,423
Fees for Services Other$180$5,550-$5,730
Total Functional Expenses$3,503,028$751,381$166,709$4,421,118

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,451,541
Expenses per Audited Statements$4,421,118
Total Expenses per Form 990$4,421,118
Expenses Not Reported on Form 990$30,423
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$68,298
Fundraising Gross Income$66,643
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$155,368$66,643$47,643$19,000
Total Events$155,368$66,643$68,298$-1,655
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Issuance Costs$-70,061

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Devel Finance Agency2016-12-29$4,050,000Refinance existing debt & expansion of existing premises

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,049,900$2,978,280$254,040$78,323

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
Yes
Governance and Compliance

Governance Checklist

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

“The director of finance and operations reviews the form 990 with the treasurer prior to filing. Copies of the form 990 are made available to all board members at the next regularly scheduled board meeting.”

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

“The school requires an annual disclosure from board members concerning circumstances that could give rise to conflict of interest.”

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

“The board reviews the head of school's performance and sets compensation after an annual review.”

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

“The head of school reviews the key employees- and other officers' performance and sets compensation after such annual reviews.”

Form 990, Page 6, Part VI, Line 19

“The school's financial statements, governing documents, and conflict of interest policy are made available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Riverbend School Inc
EIN
23-7122908
Phone
5086557333
Address
39 ELIOT STREET, NATICK, MA 01760

Signing Officer

Name
Morgen Peck
Title
Treasurer
Phone
5086557333
Signed
2019-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Morgen Peck
Formed
1971
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
73
Volunteers
50

Preparer

Firm
Worthington Hughes & Hoar Pc
Address
400 W CUMMINGS PARK STE 3000, WOBURN, MA 01801-6592
Preparer
Stephen J Hoar
Phone
7813053534
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The interest income on the endowment fund is expended for faculty development and scholarships, as stipulated by the donors.”

Schedule D, Page 4, Part XI, Line 2D

“Fundraising event costs 30,423”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising event costs 30,423”

Raw XML AppendixShowing 400 of 634 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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IRS990/Desc0THE RIVERBEND SCHOOL PROVIDES EDUCATIONAL SERVICES TO APPROXIMATELY 187 CHILDREN ANNUALLY FROM PRE-SCHOOL TO GRADE EIGHT. AT RIVERBEND, OUR INNOVATIVE APPROACH ENCOURAGES STUDENTS TO EXPLORE THEIR TALENTS WITH CONFIDENCE, STRIVE FOR ACHIEVEMENT AND DISCOVER NEW WAYS OF THINKING, ALL IN AN ENVIRONMENT FOUNDED ON RESPECT AND COLLABORATION. WE ENGAGE OUR STUDENTS IN: AN ACADEMICALLY CHALLENGING CURRICULUM, SUPERIOR EXTRACURRICULAR PROGRAMS, CRITICAL THINKING AND PROBLEM SOLVING, TEAM BUILDING, AND SMALL CLASSES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt15HEAD OF SCHO
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIR OF FIN &
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,991,423
Liabilities
$6,140,186
Net assets
$2,851,237
Revenue
$4,705,085
Expenses
$4,421,118
Net income
$283,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.1$10.3$7.81$8.92$6.87$2.05
2024Detailed filing. Detailed filing data is available for this year.$16.2$10.4$5.76$5.95$5.79$0.17
2023Detailed filing. Detailed filing data is available for this year.$16.0$10.4$5.59$6.13$5.69$0.43
2022Detailed filing. Detailed filing data is available for this year.$19.0$13.9$5.16$6.42$5.56$0.86
2021Detailed filing. Detailed filing data is available for this year.$19.2$14.8$4.30$5.47$4.59$0.88
2020Detailed filing. Detailed filing data is available for this year.$17.3$13.9$3.42$5.18$4.61$0.57
2019Detailed filing. Detailed filing data is available for this year.$8.99$6.14$2.85$4.71$4.42$0.28
2018Detailed filing. Detailed filing data is available for this year.$8.61$6.04$2.57$4.99$4.66$0.33
2016Detailed filing. Detailed filing data is available for this year.$6.85$4.57$2.28$4.00$3.90$0.11
2015Detailed filing. Detailed filing data is available for this year.$6.52$4.27$2.25$3.60$3.43$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$1.96$1.92$2.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$1.72$1.78$2.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$1.40$1.07$1.62
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $5M-$10M nonprofits