Civic Intelligence

The Riverbend Center for Montessori Excellence Inc.

990 • Fiscal year 2021 • EIN 23-7122908

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

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

87th percentile

0.78x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

2.71x

Higher debt load relative to revenue than 91% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

57th percentile

16%

Higher net margin than 57% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$213,856

Higher top officer pay than 64% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

52nd percentile

11%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

5.6%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$19,151,375

Up $1,852,504 (+11%) from 2020

Net Assets

Up

$4,303,776

Up $880,116 (+26%) from 2020

Liabilities

Up

$14,847,599

Up $972,388 (+7.0%) from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin57th percentile

Revenue

Up

$5,470,805

Up $291,394 (+5.6%) from 2020

Expenses

Down

$4,590,689

Down $16,299 (-0.4%) from 2020

Net Income

Up

$880,116

Up $307,693 (+54%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2021

Assets$19,151,375
Liabilities$14,847,599
Net Assets$4,303,776
Open 2021 Filing

Operations Trend

Revenue Growth39th 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

2021

Revenue$5,470,805
Expenses$4,590,689
Net Income$880,116
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$5,521,113
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$13,094,402$13,812,803▲ $718,401
Accounts Receivable$2,930,232$3,412,586▲ $482,354
Savings and Temporary Cash Investments$835,200$1,367,096▲ $531,896
Cash and Non-Interest-Bearing Accounts$178,250$274,965▲ $96,715
Pledges and Grants Receivable$186,220$144,195▼ $42,025
Prepaid Expenses and Deferred Charges$67,687$123,871▲ $56,184
Other Notes and Loans Receivable, Net$6,880$15,859▲ $8,979
Total Assets$17,298,871$19,151,375▲ $1,852,504
Liabilities
Tax Exempt Bond Liabilities$6,487,946$7,504,984▲ $1,017,038
Deferred Revenue$3,914,543$4,822,933▲ $908,390
Mortgage Notes Payable Secured by Investment Property$782,968$1,733,123▲ $950,155
Unsecured Notes Loans Payable$596,765$596,980▲ $215
Accounts Payable and Accrued Expenses$2,241,639$330,438▼ $1,911,201
Other Liabilities$-148,650$-140,859▲ $7,791
Total Liabilities$13,875,211$14,847,599▲ $972,388
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,723,237$4,201,638▲ $1,478,401
Net Assets With Donor Restrictions$700,423$102,138▼ $598,285
Total Net Assets Fund Balance$3,423,660$4,303,776▲ $880,116
Total Liabilities and Net Assets / Fund Balance$17,298,871$19,151,375▲ $1,852,504

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,190,438$1,177,041$13,367,479
Land$1,566,768-$1,566,768
Equipment$48,419$182,011$230,430
Other Land Buildings$7,178$106,685$113,863

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$50,000---$50,000
2019$50,000---$50,000
2018$50,000---$50,000
2017$50,000---$50,000
2016$50,000---$50,000
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Whitney SladeHead of SchoFT$195,389$18,467$213,856
Whitney SladeHead of School-$195,389$18,467$213,856
Donna StrouseCFOFT$129,125$7,642$136,767
Grace YannakakisAsst Head ofFT$124,047$11,016$135,063

Board Members and Trustees

NameTitle
Shana SalzanoChair
Jessica BaurVice Chair
Catherine ZhangDirector
Dena PattersonDirector
Diana BaruniDirector
Elizabeth MilewskiDirector
Emeka IffihDirector
Jane VentroneDirector
Jim HartmanDirector
John RoweDirector
Karin WoessnerDirector
Katie FinkDirector
Maram Abdel-azimDirector
Michael TauerDirector
Miguel CamargoDirector
Sarah Spence AdamsDirector
Smith UtuborDirector
Caitlyn SiebenmorgenSecretary
Melissa FletcherTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ce Floyd Company INCConstruction135 SOUTH ROAD, Bedford, MA 01730$4,743,781
Piatt Associates INCArchitect34 CENTURY LANE, Milton, MA 02186$162,772
Revenue and Support

Revenue Composition

Contributions and Grants
$997,829
Program Service Revenue
$4,462,172
Investment Income
$-5,892
Other Revenue
$16,696
All Other Contributions
$392,274
Change in Net Assets
$880,116

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,470,805
Revenue Not Reported on Form 990
$42,684
Total Revenue per Audited Statements
$5,513,489
Total Revenue per Form 990
$5,470,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,070,833
Other Expenses$1,519,856
Total Fundraising Expense$197,392
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,898,358$290,303$54,828$2,243,489
Occupancy$320,819$25,264$5,773$351,856
Current Officers, Directors, Trustees, and Key Employees$53,280$260,972$31,968$346,220
Depreciation Depletion$297,122$31,388$7,419$335,929
Other Employee Benefits$241,074$36,343$5,666$283,083
Interest$232,189$25,239$5,798$263,226
Payroll Taxes$167,105$26,763$4,173$198,041
Information Technology$99,797$15,983$2,492$118,272
Office Expenses$93,395$14,960$2,331$110,686
Advertising$16,288$23,714$30,050$70,052
Insurance$47,955$5,667$1,197$54,819
Other Expenses$22,958-$45,050$22,958
Fees for Services Accounting-$18,500-$18,500
Conferences and Meetings$14,851$2,378$371$17,600
Fees for Services Other$11,041$1,769$276$13,086
Fees for Services Legal-$12,156-$12,156
Total Functional Expenses$3,601,898$791,399$197,392$4,590,689

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,633,373
Expenses per Audited Statements$4,590,689
Total Expenses per Form 990$4,590,689
Expenses Not Reported on Form 990$42,684
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Issuance Costs$-140,859

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-$14,713$85,872
A$4,049,900$2,978,280$630,303$78,323

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
Yes
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
Treasurer
Phone
5086557333
Signed
2021-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Strouse
Formed
1971
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
19
Employees
71
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

“Direct rental expenses 42,684”

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

“Direct rental expenses 42,684”

Raw XML AppendixShowing 400 of 698 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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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,151,375
Liabilities
$14,847,599
Net assets
$4,303,776
Revenue
$5,470,805
Expenses
$4,590,689
Net income
$880,116
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