Civic Intelligence

Waring School Inc.

990 • Fiscal year 2020 • EIN 23-7123080

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 06, 2020

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

0.15x

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

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

Liabilities / Revenue

60th percentile

0.40x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

25th percentile

-4.2%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

68th percentile

$233,144

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

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

Asset Growth

27th percentile

0.1%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

10th percentile

-38%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$16,919,342

Up $20,692 (+0.1%) from 2019

Net Assets

Down

$14,384,615

Down $327,688 (-2.2%) from 2019

Liabilities

Up

$2,534,727

Up $348,380 (+16%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin25th percentile

Revenue

Down

$6,272,221

Down $3,849,488 (-38%) from 2019

Expenses

Down

$6,537,856

Down $42,893 (-0.7%) from 2019

Net Income

Down

-$265,635

Down $3,806,595 (-108%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2020

Assets$16,919,342
Liabilities$2,534,727
Net Assets$14,384,615
Open 2020 Filing

Operations Trend

Revenue Growth10th 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

2020

Revenue$6,272,221
Expenses$6,537,856
Net Income-$265,635
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 6, 2020
Return Version
2019v5.0
Gross Receipts
$6,276,641
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$6,397,665$6,328,540▼ $69,125
Land, Buildings, and Equipment, Net$5,029,909$5,820,090▲ $790,181
Cash and Non-Interest-Bearing Accounts$1,794,338$2,929,918▲ $1,135,580
Pledges and Grants Receivable$3,414,857$1,648,238▼ $1,766,619
Accounts Receivable$207,854$156,602▼ $51,252
Prepaid Expenses and Deferred Charges$47,322$29,249▼ $18,073
Inventories for Sale or Use$6,705$6,705→ $0
Total Assets$16,898,650$16,919,342▲ $20,692
Liabilities
Tax Exempt Bond Liabilities$1,318,109$1,120,743▼ $197,366
Deferred Revenue$633,682$661,133▲ $27,451
Unsecured Notes Loans Payable-$621,615-
Other Liabilities$80,186$88,209▲ $8,023
Accounts Payable and Accrued Expenses$154,370$43,027▼ $111,343
Total Liabilities$2,186,347$2,534,727▲ $348,380
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,646,068$10,212,264▲ $566,196
Net Assets With Donor Restrictions$5,066,235$4,172,351▼ $893,884
Total Net Assets Fund Balance$14,712,303$14,384,615▼ $327,688
Total Liabilities and Net Assets / Fund Balance$16,898,650$16,919,342▲ $20,692

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,383,972$6,192,134$11,576,106
Equipment$31,752$611,856$643,608
Land$386,993-$386,993
Other Land Buildings$17,373$209,988$227,361

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,573,732$600▲ $234,878$365,894$6,443,316
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
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bakland TimothyHeadmasterFT$195,000$38,144$233,144
Bitler LauraDirector ofFT$123,839$18,547$142,386
Havens JeanneBusiness ManFT$102,611$22,660$125,271

Board Members and Trustees

NameTitle
Biletch BobChair
Tham Yew CheongVice Chair
Bradley-golding SallyTrustee
Cookson MaryTrustee
Keegan CindyTrustee
Lauenstein Peter PintsoTrustee
Malboeuf PriscillaTrustee
Mccarthy GeraldTrustee
Prescod JuanitaTrustee
Russell MirandaTrustee
Weir ColinTrustee
Wilmore RobertaTrustee
Zarren MichaelTrustee
Shea-knowles KellyEx-officio
Hylton ScottSecretary
Jutras JosephTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ld RussoContractor198 AYER ROAD, Harvard, MA 01451$467,295
OpalArchitect137 HIGH STREET, Belfast, ME 04915$364,967
Revenue and Support

Revenue Composition

Contributions and Grants
$657,547
Program Service Revenue
$5,170,391
Investment Income
$339,656
Other Revenue
$104,627
All Other Contributions
$657,547
Change in Net Assets
$-265,635

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,817,346
Revenue Not Reported on Financial Statements
$1,454,875
Revenue Not Reported on Form 990
$-57,633
Other Revenue Adjustments
$1,454,875
Total Revenue per Audited Statements
$4,759,713
Total Revenue per Form 990
$6,272,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,782,789
Grants and Similar Amounts Paid$1,441,953
Other Expenses$1,313,114
Total Fundraising Expense$340,093
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,832,232$917,539$233,508$2,983,279
Grants to Domestic Individuals$1,441,953--$1,441,953
Other Employee Benefits$337,271$168,897$42,983$549,151
Depreciation Depletion$34,644$292,440$4,415$331,499
Payroll Taxes$153,763$77,000$19,596$250,359
All Other Expenses$70,699$119,484$7,919$198,102
Office Expenses$612$86,101$12,524$99,237
Occupancy-$68,599-$68,599
Insurance-$65,928-$65,928
Other Expenses$64,953$82,920-$64,953
Advertising-$38,231$19,148$57,379
Information Technology-$48,624-$48,624
Interest-$37,346-$37,346
Fees for Services Legal-$24,253-$24,253
Conferences and Meetings$19,678--$19,678
Fees for Services Accounting-$15,250-$15,250
Total Functional Expenses$4,067,079$2,130,684$340,093$6,537,856

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,537,856
Total Expenses per Audited Statements$5,087,401
Expenses per Audited Statements$5,082,981
Expenses Not Reported on Financial Statements$1,454,875
Other Expense Adjustments$1,454,875
Expenses Not Reported on Form 990$4,420
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,266
Fundraising Direct Expenses$4,420
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$66,266$66,266$4,420$61,846
Total Events$66,266$66,266$4,420$61,846
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$26,583

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 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
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
2020-01-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Biletch Bob
Formed
1974
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
16
Employees
94
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 4,420 financial aid -1,441,953 investment expenses -12,922 special event expenses -4,420 financial aid 1,441,953 investment expenses 12,922”

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 4,420”

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

“Financial aid 1,441,953 investment expenses 12,922”

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

“Special event expenses 4,420”

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

“Financial aid 1,441,953 investment expenses 12,922”

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IRS990/Desc0WARING SCHOOL'S EDUCATION MODEL CULTIVATES THE ANALYTICAL MIND AND THE EXPRESSIVE VOICE, AT THE INDIVIDUAL AND COMMUNITY LEVEL. A SCHOOL DRIVEN BY DIVERSE IDEAS AND A LOVE OF LEARNING, WARING BLENDS A PROGRESSIVE EDUCATIONAL PEDAGOGY WITH A RIGOROUS LIBERAL ARTS CURRICULUM FOR GRADES 6 THROUGH 12. STUDENTS AND THE TEACHERS ARE ASKED TO TAKE RISKS AND STRETCH THEMSELVES. WARING'S PEDAGOGY CHALLENGES THE TRADITIONAL NOTION OF A CLASSROOM THROUGH MIXED-AGE EXPERIENCES, EXPERIENTIAL LEARNING, TRAVEL AND COMMUNITY SERVICE. WARING'S EDUCATIONAL PROCESS INCLUDES PROJECT BASED EXPERIENCES SUCH AS CAMPING TRIP AND ENDTERM, AND HAS A COMPREHENSIVE ADVISORY/TUTORIAL SYSTEM OF MIXED AGES. CLASSES ARE OFTEN DISCUSSION-BASED AND BUILT AROUND A SINGLE TABLE OR CIRCLE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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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
$16,919,342
Liabilities
$2,534,727
Net assets
$14,384,615
Revenue
$6,272,221
Expenses
$6,537,856
Net income
-$265,635
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