Civic Intelligence

The Riverbend Center for Montessori Excellence Inc.

990 • Fiscal year 2020 • EIN 23-7122908

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2020

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

86th percentile

0.80x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

2.68x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$209,882

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

95th percentile

92%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

10%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$17,298,871

Up $8,307,448 (+92%) from 2019

Net Assets

Up

$3,423,660

Up $572,423 (+20%) from 2019

Liabilities

Up

$13,875,211

Up $7,735,025 (+126%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin65th percentile

Revenue

Up

$5,179,411

Up $474,326 (+10%) from 2019

Expenses

Up

$4,606,988

Up $185,870 (+4.2%) from 2019

Net Income

Up

$572,423

Up $288,456 (+102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2020

Assets$17,298,871
Liabilities$13,875,211
Net Assets$3,423,660
Open 2020 Filing

Operations Trend

Revenue Growth66th 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

2020

Revenue$5,179,411
Expenses$4,606,988
Net Income$572,423
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.0
Gross Receipts
$5,202,201
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$7,710,139$13,094,402▲ $5,384,263
Accounts Receivable$2,837,954$2,930,232▲ $92,278
Savings and Temporary Cash Investments$812,048$835,200▲ $23,152
Pledges and Grants Receivable$152,135$186,220▲ $34,085
Cash and Non-Interest-Bearing Accounts$193,665$178,250▼ $15,415
Prepaid Expenses and Deferred Charges$105,041$67,687▼ $37,354
Other Notes and Loans Receivable, Net$4,440$6,880▲ $2,440
Total Assets$11,815,422$17,298,871▲ $5,483,449
Liabilities
Tax Exempt Bond Liabilities$3,795,960$6,487,946▲ $2,691,986
Deferred Revenue$4,175,478$3,914,543▼ $260,935
Accounts Payable and Accrued Expenses$264,115$2,241,639▲ $1,977,524
Mortgage Notes Payable Secured by Investment Property$798,693$782,968▼ $15,725
Unsecured Notes Loans Payable-$596,765-
Other Liabilities$-70,061$-148,650▼ $78,589
Total Liabilities$8,964,185$13,875,211▲ $4,911,026
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,555,545$2,723,237▲ $167,692
Net Assets With Donor Restrictions$295,692$700,423▲ $404,731
Total Net Assets Fund Balance$2,851,237$3,423,660▲ $572,423
Total Liabilities and Net Assets / Fund Balance$11,815,422$17,298,871▲ $5,483,449

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,906,626$854,103$12,760,729
Land$1,103,968-$1,103,968
Equipment$63,284$245,365$308,649
Other Land Buildings$12,245$101,618$113,863
Leasehold Improvements$8,279$30,242$38,521

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$50,000---$50,000
2018$50,000---$50,000
2017$50,000---$50,000
2016$50,000---$50,000
2015$50,000---$50,000
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Whitney SladeHead of SchoFT$192,788$17,094$209,882
Whitney SladeHead of School-$192,788$17,094$209,882
Grace YannakakisAsst Head ofFT$122,722$11,693$134,415
Donna Volpe StrouseCFOFT$114,762$8,217$122,979

Board Members and Trustees

NameTitle
Shana SalzanoChair
Michael TauerVice Chair
Catherine ZhangDirector
Chris SuraciDirector
Daniel FinnDirector
David YoungDirector
Elizabeth MilewskiDirector
Emeka IffihDirector
Jane VentroneDirector
Jessica BaurDirector
John RoweDirector
Karin WoessnerDirector
Katie FinkDirector
Maram Abdel-azimDirector
Melissa FletcherDirector
Miguel CamargoDirector
Sarah Spence AdamsDirector
Caitlyn SiebenmorgenSecretary
Morgen PeckTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ce Floyd Company INCConstruction135 SOUTH ROAD, Bedford, MA 01730$417,767
Piatt Associates INCArchitect-$238,414
Revenue and Support

Revenue Composition

Contributions and Grants
$596,231
Program Service Revenue
$4,577,908
Investment Income
$8,790
Other Revenue
$-3,518
All Other Contributions
$573,680
Change in Net Assets
$572,423

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,179,411
Revenue Not Reported on Form 990
$3,041
Total Revenue per Audited Statements
$5,182,452
Total Revenue per Form 990
$5,179,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,346,001
Other Expenses$1,260,987
Total Fundraising Expense$173,547
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,076,807$318,734$80,847$2,476,388
Occupancy$313,291$24,998$3,786$342,075
Current Officers, Directors, Trustees, and Key Employees$51,500$253,600$30,900$336,000
Other Employee Benefits$215,762$34,316$6,988$257,066
Payroll Taxes$189,298$32,037$6,524$227,859
Depreciation Depletion$181,463$30,711$6,254$218,428
Interest$112,788$17,582$3,950$134,320
Information Technology$106,658$18,051$3,676$128,385
Office Expenses$51,237$9,843$1,766$62,846
Advertising$15,438$11,511$25,129$52,078
Insurance$41,567$7,035$1,432$50,034
Pension Plan Contributions$40,448$6,846$1,394$48,688
Fees for Services Legal-$26,755-$26,755
Conferences and Meetings$18,039$3,053$622$21,714
Fees for Services Accounting-$18,780-$18,780
Fees for Services Other$8,106$1,372$279$9,757
Other Expenses$88,282$4,135-$4,135
Total Functional Expenses$3,614,082$819,359$173,547$4,606,988

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,610,029
Expenses per Audited Statements$4,606,988
Total Expenses per Form 990$4,606,988
Expenses Not Reported on Form 990$3,041
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,927
Fundraising Gross Income$16,409
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$38,960$16,409$19,843$-3,434
Total Events$38,960$16,409$19,927$-3,518
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$-148,650

Bond Issues

BondIssuerIssuedIssue PricePurpose
BMassachusetts Devel Finance Agency2019-10-11$4,100,000FACILITIES EXPANSION
AMassachusetts Devel Finance Agency2016-12-29$4,050,000REFINANCE/EXPANSION

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$4,100,000--$85,872
A$4,049,900$2,978,280$428,412$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 35% controlled entity
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, Page 6, Part VI, Line 11B

“The cfo 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
Melissa Fletcher
Title
Director
Phone
5086557333
Signed
2020-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Volpe Strouse
Formed
1971
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
19
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 3, Part X

“Accounting principles generally accepted in the united states of america require that a tax position be recognized or derecognized based on a more likely or not threshold. This applies to tax positions taken or expected to be taken on a tax return. The organization regularly assesses the potential settlement outcomes resulting from income tax examinations. The organization does not believe that there are any uncertain tax positions that require recognition in its financial statements. As of the date of this report, the statute of limitations for examination by the federal and massachusetts taxing authorities is open for the organization's 2016 through 2019 tax returns, representing the fiscal years ended june 30, 2017 through 2020.”

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

“Fundraising event costs 3,041”

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

“Fundraising event costs 3,041”

Raw XML AppendixShowing 400 of 717 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 200 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/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO
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IRS990/LobbyingActivitiesInd0false
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IRS990/MembersOrStockholdersInd0false
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,298,871
Liabilities
$13,875,211
Net assets
$3,423,660
Revenue
$5,179,411
Expenses
$4,606,988
Net income
$572,423
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