Civic Intelligence

Waring School Inc.

990 • Fiscal year 2019 • EIN 23-7123080

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 02, 2019

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

42nd percentile

0.13x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.22x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$226,932

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

40%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$16,898,650

Up $2,858,017 (+20%) from 2018

Net Assets

Up

$14,712,303

Up $3,753,941 (+34%) from 2018

Liabilities

Down

$2,186,347

Down $895,924 (-29%) from 2018

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin86th percentile

Revenue

Up

$10,121,709

Up $2,917,344 (+40%) from 2018

Expenses

Up

$6,580,749

Up $104,835 (+1.6%) from 2018

Net Income

Up

$3,540,960

Up $2,812,509 (+386%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

2019

Assets$16,898,650
Liabilities$2,186,347
Net Assets$14,712,303
Open 2019 Filing

Operations Trend

Revenue Growth88th percentile

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

2019

Revenue$10,121,709
Expenses$6,580,749
Net Income$3,540,960
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 2, 2019
Return Version
2018v3.1
Gross Receipts
$10,132,706
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$6,881,845$6,397,665▼ $484,180
Land, Buildings, and Equipment, Net$4,926,108$5,029,909▲ $103,801
Pledges and Grants Receivable$1,135,800$3,414,857▲ $2,279,057
Cash and Non-Interest-Bearing Accounts$935,637$1,794,338▲ $858,701
Accounts Receivable$120,388$207,854▲ $87,466
Prepaid Expenses and Deferred Charges$34,150$47,322▲ $13,172
Inventories for Sale or Use$6,705$6,705→ $0
Total Assets$14,040,633$16,898,650▲ $2,858,017
Liabilities
Tax Exempt Bond Liabilities$1,509,526$1,318,109▼ $191,417
Mortgage Notes Payable Secured by Investment Property$800,000--
Deferred Revenue$630,238$633,682▲ $3,444
Accounts Payable and Accrued Expenses$24,249$154,370▲ $130,121
Other Liabilities$118,258$80,186▼ $38,072
Total Liabilities$3,082,271$2,186,347▼ $895,924
Net Assets / Fund Balance
Unrestricted Net Assets$9,536,653$9,646,068▲ $109,415
Temporarily Rstr Net Assets$1,343,917$4,963,656▲ $3,619,739
Permanently Rstr Net Assets$77,792$102,579▲ $24,787
Total Net Assets Fund Balance$10,958,362$14,712,303▲ $3,753,941
Total Liabilities and Net Assets / Fund Balance$14,040,633$16,898,650▲ $2,858,017

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,543,286$5,911,139$10,454,425
Equipment$60,395$583,213$643,608
Land$386,993-$386,993
Other Land Buildings$39,235$188,126$227,361

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$7,594,475$24,787▲ $453,735$1,499,265$6,573,732
2017$7,441,602$170,633▲ $619,539$637,299$7,594,475
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
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bakland TimothyHeadmasterFT$190,000$36,932$226,932
Bitler LauraDirector of-$121,411$14,569$135,980
Havens JeanneBusiness Man-$100,108$21,930$122,038

Board Members and Trustees

NameTitle
Avallon JoanneChair
Biletch BobTrustee
Bradley-golding SallyTrustee
Cookson MaryTrustee
Hylton ScottTrustee
Keegan CindyTrustee
Lauenstein Peter PintsoTrustee
Malboeuf PriscillaTrustee
Mccarthy GeraldTrustee
Mcdonald MaryTrustee
Mcgavern LeahTrustee
Patrick StephanieTrustee
Prescod JuanitaTrustee
Russell MirandaTrustee
Tham Yew CheongTrustee
Weir ColinTrustee
Wilmore RobertaTrustee
Zarren MichaelTrustee
Sanford ClaireSecretary
Jutras JosephTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Red Wagon Home ImprovementContractor3 JAMES STREET, Beverly, MA 01915$132,743
Revenue and Support

Revenue Composition

Contributions and Grants
$4,492,857
Program Service Revenue
$5,242,526
Investment Income
$267,891
Other Revenue
$118,435
All Other Contributions
$4,492,857
Change in Net Assets
$3,540,960

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,121,709
Revenue Not Reported on Form 990
$223,978
Total Revenue per Audited Statements
$10,345,687
Total Revenue per Form 990
$10,121,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,642,339
Other Expenses$1,604,386
Grants and Similar Amounts Paid$1,334,024
Total Fundraising Expense$341,408
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,610,628$1,069,314$221,664$2,901,606
Grants to Domestic Individuals$1,334,024--$1,334,024
Other Employee Benefits$287,611$190,948$39,583$518,142
Depreciation Depletion$34,639$299,880$4,767$339,286
Payroll Taxes$123,555$82,031$17,005$222,591
All Other Expenses$88,973$127,207$3,403$219,583
Fees for Services Legal-$128,569-$128,569
Occupancy-$87,684-$87,684
Interest-$77,872-$77,872
Insurance-$72,813-$72,813
Office Expenses$2,000$34,014$25,261$61,275
Other Expenses$126,127$60,380-$60,380
Advertising-$30,363$29,725$60,088
Information Technology-$41,009-$41,009
Conferences and Meetings$33,662--$33,662
Fees for Services Accounting-$13,800-$13,800
Total Functional Expenses$3,834,091$2,405,250$341,408$6,580,749

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,591,746
Expenses per Audited Statements$6,580,749
Total Expenses per Form 990$6,580,749
Expenses Not Reported on Form 990$10,997
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,965
Fundraising Direct Expenses$10,997
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$66,965$66,965$10,997$55,968
Total Events$66,965$66,965$10,997$55,968
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$61,626
Accrued Expenses$18,560

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----

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
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
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 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
Jutras Joseph
Title
Treasurer
Phone
9789278793
Signed
2019-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bakland Timothy
Formed
1974
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
19
Employees
89
Volunteers
87

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“Special event expenses 10,997 special event expenses -10,997”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“To support the school's operations and provide scholarships to students.”

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

“Special event expenses 10,997”

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

“Special event expenses 10,997”

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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/Form990PartVIISectionAGrp/PersonNm22HAVENS JEANNE
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IRS990/Form990PartVIISectionAGrp/TitleTxt1HEADMASTER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF
IRS990/Form990PartVIISectionAGrp/TitleTxt22BUSINESS MAN
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IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt010997
IRS990/FundraisingGrossIncomeAmt066965
IRS990/GamingActivitiesInd0false
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IRS990/IndependentAuditFinclStmtInd0true
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IRS990/IndoorTanningServicesInd0false
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InsuranceGrp/TotalAmt072813
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IRS990/InterestGrp/TotalAmt077872
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0267891
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt06397665
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO CREATE AND SUSTAIN A COMMUNITY OF LIFELONG LEARNERS WHO ARE WORKING TOGETHER FOR THE INDIVIDUAL AND COMMON GOOD.
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IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0800000
IRS990/NetAssetsOrFundBalancesBOYAmt010958362
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt055968
IRS990/NetUnrlzdGainsLossesInvstAmt0212981
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OccupancyGrp/TotalAmt087684
IRS990/OfficeExpensesGrp/FundraisingAmt025261
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034014
IRS990/OfficeExpensesGrp/ProgramServicesAmt02000
IRS990/OfficeExpensesGrp/TotalAmt061275
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0190948
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0287611
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IRS990/OtherExpensesGrp/Desc2CONTRACT LABOR - M/G
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt160380
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IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt082031
IRS990/PayrollTaxesGrp/ProgramServicesAmt0123555
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IRS990/PrincipalOfficerNm0BAKLAND TIMOTHY
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IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05242526
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IRS990/PYContributionsGrantsAmt01621636
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01339140
IRS990/PYInvestmentIncomeAmt0244846
IRS990/PYOtherExpensesAmt01649703
IRS990/PYOtherRevenueAmt065777
IRS990/PYProgramServiceRevenueAmt05272106
IRS990/PYRevenuesLessExpensesAmt0728451
IRS990/PYSalariesCompEmpBnftPaidAmt03487071
IRS990/PYTotalExpensesAmt06475914
IRS990/PYTotalRevenueAmt07204365
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03540960
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05242526
IRS990ScheduleA/SchoolInd0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$16,898,650
Liabilities
$2,186,347
Net assets
$14,712,303
Revenue
$10,121,709
Expenses
$6,580,749
Net income
$3,540,960
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