Civic Intelligence

Waring School Inc.

990 • Fiscal year 2017 • EIN 23-7123080

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization ProfileWWW.WARINGSCHOOL.ORG

View Organization Page

35 Standley StreetBeverly, MA 01915

(978) 927-8793

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.24x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.51x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

57th percentile

5.0%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$180,065

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$12,995,803

No earlier filing loaded for comparison.

Net Assets

$9,867,763

No earlier filing loaded for comparison.

Liabilities

$3,128,040

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin57th percentile

Revenue

$6,165,854

No earlier filing loaded for comparison.

Expenses

$5,856,924

No earlier filing loaded for comparison.

Net Income

$308,930

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2017: $12,995,803Liabilities 2017: $3,128,040Net Assets 2017: $9,867,7632017Assets 2018: $14,040,633Liabilities 2018: $3,082,271Net Assets 2018: $10,958,3622018Assets 2019: $16,898,650Liabilities 2019: $2,186,347Net Assets 2019: $14,712,3032019Assets 2020: $16,919,342Liabilities 2020: $2,534,727Net Assets 2020: $14,384,6152020Assets 2021: $18,901,394Liabilities 2021: $2,702,204Net Assets 2021: $16,199,1902021Assets 2022: $16,386,369Liabilities 2022: $2,179,551Net Assets 2022: $14,206,8182022Assets 2023: $17,235,229Liabilities 2023: $2,631,812Net Assets 2023: $14,603,4172023Assets 2024: $16,857,317Liabilities 2024: $2,082,870Net Assets 2024: $14,774,4472024Assets 2025: $17,009,692Liabilities 2025: $2,164,257Net Assets 2025: $14,845,4352025

Highlighted filing

2017

Assets$12,995,803
Liabilities$3,128,040
Net Assets$9,867,763
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $6,165,854Expenses 2017: $5,856,924Net Income 2017: $308,9302017Revenue 2018: $7,204,365Expenses 2018: $6,475,914Net Income 2018: $728,4512018Revenue 2019: $10,121,709Expenses 2019: $6,580,749Net Income 2019: $3,540,9602019Revenue 2020: $6,272,221Expenses 2020: $6,537,856Net Income 2020: -$265,6352020Revenue 2021: $6,934,696Expenses 2021: $6,588,579Net Income 2021: $346,1172021Revenue 2022: $6,473,453Expenses 2022: $7,270,249Net Income 2022: -$796,7962022Revenue 2023: $7,428,243Expenses 2023: $7,492,961Net Income 2023: -$64,7182023Revenue 2024: $10,005,459Expenses 2024: $7,803,095Net Income 2024: $2,202,3642024Revenue 2025: $7,593,188Expenses 2025: $8,276,086Net Income 2025: -$682,8982025

Highlighted filing

2017

Revenue$6,165,854
Expenses$5,856,924
Net Income$308,930
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$6,679,337
Mission and Program Overview

Mission

To create and sustain a community of lifelong learners who are working together for the individual and common good.

Quality education of children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,188,223$6,506,472▲ $318,249
Land, Buildings, and Equipment, Net$4,345,414$4,977,058▲ $631,644
Cash and Non-Interest-Bearing Accounts$640,424$1,038,623▲ $398,199
Pledges and Grants Receivable$313,717$210,985▼ $102,732
Accounts Receivable$153,808$205,128▲ $51,320
Prepaid Expenses and Deferred Charges$16,952$50,832▲ $33,880
Inventories for Sale or Use$1,873$6,705▲ $4,832
Total Assets$11,660,411$12,995,803▲ $1,335,392
Liabilities
Tax Exempt Bond Liabilities$1,872,583$1,695,243▼ $177,340
Mortgage Notes Payable Secured by Investment Property-$800,000-
Deferred Revenue$680,863$528,421▼ $152,442
Other Liabilities-$68,455-
Accounts Payable and Accrued Expenses$118,778$35,921▼ $82,857
Total Liabilities$2,672,224$3,128,040▲ $455,816
Net Assets / Fund Balance
Unrestricted Net Assets$8,583,290$9,508,627▲ $925,337
Temporarily Rstr Net Assets$404,897$359,136▼ $45,761
Total Net Assets Fund Balance$8,988,187$9,867,763▲ $879,576
Total Liabilities and Net Assets / Fund Balance$11,660,411$12,995,803▲ $1,335,392

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,411,424$5,351,672$9,763,096
Equipment$131,740$490,634$622,374
Land$386,993-$386,993
Other Land Buildings$46,901$189,503$236,404

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$7,000,039$498,024▲ $776,243$832,704$7,441,602
2015$5,636,421-▲ $124,644$272,842$5,488,223
2014$5,974,159$18,772▲ $209,182$565,692$5,636,421
2013$5,431,909$10,854▲ $953,120$421,724$5,974,159
2012$5,019,702$6,173▲ $612,224$206,190$5,431,909
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bakland TimothyHeadmaster/dFT$150,000$30,065$180,065
Bakland TimothyHeadmaster/director-$150,000$30,065$180,065

Board Members and Trustees

NameTitle
Prouty RichardChair
Avallon JoanneVice Chair
Bradley-golding SallyTrustee
Kenney DonaldTrustee
Malboeuf PriscillaTrustee
Mcdonald MaryTrustee
Mcgavern LeahTrustee
Mclaughlin FrancesTrustee
Monell JoelTrustee
Stanton KarenTrustee
Tham Yew CheongTrustee
Weedon JonathanTrustee
Wilmore RobertaTrustee
Wright KimTrustee
Zarren MichaelTrustee
Estey SueEx Officio
Sanford ClaireSecretary
Jutras JosephTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Austin ArchitectsArchitectural219 CONCORD AVENUE, Cambridge, MA 02138$109,850
Revenue and Support

Revenue Composition

Contributions and Grants
$666,458
Program Service Revenue
$5,230,131
Investment Income
$205,596
Other Revenue
$63,669
All Other Contributions
$666,458
Change in Net Assets
$308,930

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,165,854
Revenue Not Reported on Form 990
$570,646
Total Revenue per Audited Statements
$6,736,500
Total Revenue per Form 990
$6,165,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,218,398
Other Expenses$1,467,259
Grants and Similar Amounts Paid$1,171,267
Total Fundraising Expense$315,565
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,468,070$960,828$151,213$2,580,111
Grants to Domestic Individuals$1,171,267--$1,171,267
Other Employee Benefits$237,003$155,113$24,411$416,527
Depreciation Depletion$51,653$290,826$5,320$347,799
All Other Expenses$122,168$85,867$62,115$270,150
Payroll Taxes$126,180$82,583$12,997$221,760
Occupancy-$81,558-$81,558
Interest-$81,102-$81,102
Insurance-$70,254-$70,254
Advertising-$18,764$43,512$62,276
Other Expenses$107,674$55,863-$55,863
Office Expenses-$29,148$15,997$45,145
Information Technology-$22,626-$22,626
Fees for Services Legal-$20,800-$20,800
Fees for Services Accounting-$17,750-$17,750
Conferences and Meetings$17,014--$17,014
Total Functional Expenses$3,487,237$2,054,122$315,565$5,856,924

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,856,924
Total Expenses per Audited Statements$5,856,924
Total Expenses per Form 990$5,856,924
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Clare StantonTRUSTEE'S DAUGHSalaryNo$38,647
Dick ProutyTrusteeLeadership SkillsNo$12,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$48,127
Accrued Expenses$20,328

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMass Development Finance Agency2012-08-09$2,517,356To re-bond the original bond issue

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,517,356---

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
Yes
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
No
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 2

“Clare stanton karen stanton faculty board member daughter”

Form 990, Page 6, Part VI, Line 11B

“Each member of the board of trustees had the opportunity to review the 990 before filing.”

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

“Each year the policy is discussed with board members who are then required to provide written confirmation about their knowledge of the policy.”

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

“The board of directors, in executive session not including the head of school, discusses and approves the head of school's salary. They also consider whether the salary is comparable to other head of school positions at comparable schools.”

Form 990, Page 6, Part VI, Line 19

“Its governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Waring School Inc
EIN
23-7123080
Phone
9789278793
Address
35 STANDLEY STREET, BEVERLY, MA 01915

Signing Officer

Name
Bakland Timothy
Title
Headmaster/director
Phone
9789278793
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bakland Timothy
Formed
1974
Legal Domicile
Ma
Voting Board Members
18
Independent Board Members
18
Employees
97
Volunteers
110

Preparer

Firm
Gj Burns CPA LLC
Address
10 ELM ST, DANVERS, MA 01923-2811
Preparer
Gregg J Burns CPA
Phone
9787771181
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“To support the school's operations and provide scholarships to students. Part x, line 2: the school is exempt from federal income taxes under section 501(c)(3) of the internal revenue code (irc), though it would be subject to tax on income unrelated to its exempt purposes (unless that income is otherwise excluded by the irc). Contributions to the school are tax deductible to donors under section 170 of the irc. The school's current policy is to recognize the effect of uncertain tax positions in the financial statements on as as-filed or to-be filed basis. Any changes in uncertain tax positions are recorded in the period when the ultimate outcome becomes known. The school does not believe its financial statements include (or reflect) any uncertain tax positions. All tax exempt entities are subject to review and audit by federal, state and local agencies. Such agencies may review the taxability of unrelated business income, or the qualification of the tax-exempt entity under the internal revenue code and applicable state statutes. Currently, there are no audits of the school. With few exceptions, the school is no longer liable to federal or state examinations for tax years before 2014.”

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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,995,803
Liabilities
$3,128,040
Net assets
$9,867,763
Revenue
$6,165,854
Expenses
$5,856,924
Net income
$308,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.0$2.16$14.8$7.59$8.28$0.68
2024Detailed filing. Detailed filing data is available for this year.$16.9$2.08$14.8$10.0$7.80$2.20
2023Detailed filing. Detailed filing data is available for this year.$17.2$2.63$14.6$7.43$7.49$0.06
2022Detailed filing. Detailed filing data is available for this year.$16.4$2.18$14.2$6.47$7.27$0.80
2021Detailed filing. Detailed filing data is available for this year.$18.9$2.70$16.2$6.93$6.59$0.35
2020Detailed filing. Detailed filing data is available for this year.$16.9$2.53$14.4$6.27$6.54$0.27
2019Detailed filing. Detailed filing data is available for this year.$16.9$2.19$14.7$10.1$6.58$3.54
2018Detailed filing. Detailed filing data is available for this year.$14.0$3.08$11.0$7.20$6.48$0.73
2017Detailed filing. Detailed filing data is available for this year.$13.0$3.13$9.87$6.17$5.86$0.31