Civic Intelligence

The Wellington School

990 • Fiscal year 2016 • EIN 31-0977200

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 06, 2017

3650 Reed RoadColumbus, OH 43220

(614) 457-7883

Siviq Scores

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

Liabilities / Assets

66th percentile

0.44x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.77x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

27th percentile

-2.7%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

67th percentile

$326,628

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

31st percentile

-1.4%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

2.2%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Down

$27,448,365

Down $403,570 (-1.4%) from 2015

Net Assets

Down

$15,255,142

Down $554,166 (-3.5%) from 2015

Liabilities

Up

$12,193,223

Up $150,596 (+1.3%) from 2015

Revenue

Up

$15,792,462

Up $334,068 (+2.2%) from 2015

Expenses

Up

$16,215,219

Up $523,085 (+3.3%) from 2015

Net Income

Down

-$422,757

Down $189,017 (-81%) from 2015

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $31,041,499Liabilities 2011: $14,361,841Net Assets 2011: $16,679,6582011Assets 2012: $29,095,996Liabilities 2012: $13,808,403Net Assets 2012: $15,287,5932012Assets 2013: $27,713,978Liabilities 2013: $12,199,062Net Assets 2013: $15,514,9162013Assets 2014: $27,961,099Liabilities 2014: $11,882,845Net Assets 2014: $16,078,2542014Assets 2015: $27,851,935Liabilities 2015: $12,042,627Net Assets 2015: $15,809,3082015Assets 2016: $27,448,365Liabilities 2016: $12,193,223Net Assets 2016: $15,255,1422016Assets 2017: $26,941,364Liabilities 2017: $11,355,413Net Assets 2017: $15,585,9512017Assets 2018: $26,202,883Liabilities 2018: $10,430,011Net Assets 2018: $15,772,8722018Assets 2019: $30,603,230Liabilities 2019: $11,520,018Net Assets 2019: $19,083,2122019Assets 2020: $35,729,386Liabilities 2020: $12,993,608Net Assets 2020: $22,735,7782020Assets 2021: $38,979,520Liabilities 2021: $12,408,922Net Assets 2021: $26,570,5982021Assets 2022: $40,694,267Liabilities 2022: $13,488,694Net Assets 2022: $27,205,5732022Assets 2023: $43,599,011Liabilities 2023: $12,806,174Net Assets 2023: $30,792,8372023Assets 2024: $41,370,448Liabilities 2024: $8,947,032Net Assets 2024: $32,423,4162024

Highlighted filing

2016

Assets$27,448,365
Liabilities$12,193,223
Net Assets$15,255,142

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2011: $13,293,9652011Expenses 2012: $14,288,6022012Expenses 2013: $14,729,6862013Revenue 2014: $15,600,381Expenses 2014: $15,182,639Net Income 2014: $417,7422014Revenue 2015: $15,458,394Expenses 2015: $15,692,134Net Income 2015: -$233,7402015Revenue 2016: $15,792,462Expenses 2016: $16,215,219Net Income 2016: -$422,7572016Revenue 2017: $16,366,613Expenses 2017: $16,521,403Net Income 2017: -$154,7902017Revenue 2018: $17,152,166Expenses 2018: $17,286,799Net Income 2018: -$134,6332018Revenue 2019: $20,066,973Expenses 2019: $16,995,622Net Income 2019: $3,071,3512019Revenue 2020: $21,507,950Expenses 2020: $17,924,782Net Income 2020: $3,583,1682020Revenue 2021: $21,884,199Expenses 2021: $19,087,486Net Income 2021: $2,796,7132021Revenue 2022: $20,570,662Expenses 2022: $19,581,925Net Income 2022: $988,7372022Revenue 2023: $24,350,867Expenses 2023: $21,292,251Net Income 2023: $3,058,6162023Revenue 2024: $23,803,225Expenses 2024: $22,712,920Net Income 2024: $1,090,3052024

Highlighted filing

2016

Revenue$15,792,462
Expenses$16,215,219
Net Income-$422,757
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Gross Receipts
$16,199,975
Mission and Program Overview

Mission

The wellington school is an independent, coeducational, preschool through 12, college-preparatory day school dedicated to preparing citizens who achieve, lead and find fulfillment in the global community. The wellington family expects integrity, fosters mutual respect, embraces diversity, inspires each person to discover and strive to meet his or her unique potential, and celebrates excellence in character, academics, the arts and athletics.

See schedule o for a description of the organization's most significant activities. The wellington school is an independent, coeducational, preschool through 12, college-preparatory day school dedicated to preparing citizens who achieve, lead and find fulfillment in a global community. Further, the school seeks to represent the cultural, economic, racial & ethnic diversity found in the greater columbus metropolitan area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$20,619,302$19,971,920▼ $647,382
Savings and Temporary Cash Investments$4,141,026$4,680,858▲ $539,832
Pledges and Grants Receivable$637,189$203,250▼ $433,939
Prepaid Expenses and Deferred Charges$104,470$112,101▲ $7,631
Accounts Receivable$42,390$35,604▼ $6,786
Receivables From Officers Etc$30,675$22,675▼ $8,000
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Total Assets$27,851,935$27,448,365▼ $403,570
Other Assets Total$2,276,583$2,421,657▲ $145,074
Liabilities
Deferred Revenue$5,042,775$5,437,074▲ $394,299
Mortgage Notes Payable Secured by Investment Property$5,745,513$5,140,547▼ $604,966
Accounts Payable and Accrued Expenses$1,014,586$1,130,957▲ $116,371
Other Liabilities$239,753$484,645▲ $244,892
Total Liabilities$12,042,627$12,193,223▲ $150,596
Net Assets / Fund Balance
Unrestricted Net Assets$13,955,676$13,821,420▼ $134,256
Permanently Rstr Net Assets$746,531$748,031▲ $1,500
Temporarily Rstr Net Assets$1,107,101$685,691▼ $421,410
Total Net Assets Fund Balance$15,809,308$15,255,142▼ $554,166
Total Liabilities and Net Assets / Fund Balance$27,851,935$27,448,365▼ $403,570

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,807,294$10,390,203$28,197,497
Land$1,794,383-$1,794,383
Equipment$370,243$1,278,733$1,648,976
Other Land Buildings$0$197,000$197,000
Other Assets Org$2,421,657--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$936,462$1,500▲ $59,133$11,030$978,875
2014$905,132$43,606▲ $23,946$15,656$936,462
2013$732,831$86,823▲ $108,161$11,635$905,132
2012$619,392$63,850▲ $72,316-$732,831
2011$560,985$40,000▲ $40,140-$619,392
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert BriskHead of SchoolFT$259,560$67,068$326,628
Laura CookeDirector of ProjectsPT$81,701$98,652$180,353
Laurie Beth SweeneyDirector of DevelopmentFT$131,158$18,697$149,855
Jeff TerwinAsst. Head of SchoolFT$116,145$21,397$137,542

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Aladdin Food ManagementFood Service21 ARMORY DRIVE, Wheeling, WV 26603$225,106
SyscoFood ProviderPO BOX 44466, Columbus, OH 43228$200,551
Scioto ServicesCleaning405 SOUTH OAK STREET, Marysville, OH 43040$182,397
Revenue and Support

Revenue Composition

Contributions and Grants
$1,629,430
Program Service Revenue
$14,077,781
Investment Income
$38,081
Other Revenue
$47,170
All Other Contributions
$812,490
Change in Net Assets
$-422,757

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded15$376,065Stock Exchange
Total Noncash Contributions15$376,065-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,419,108
Revenue Not Reported on Financial Statements
$2,373,354
Revenue Not Reported on Form 990
$113,490
Other Revenue Adjustments
$2,373,354
Total Revenue per Audited Statements
$13,532,598
Total Revenue per Form 990
$15,792,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,218,771
Other Expenses$5,171,085
Grants and Similar Amounts Paid$1,825,363
Total Fundraising Expense$13,440
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,351,114$1,789,437-$7,140,551
Grants to Domestic Individuals$1,825,363--$1,825,363
Depreciation Depletion$856,457$129,464$9,959$995,880
Other Employee Benefits$657,968$291,846-$949,814
Payroll Taxes$384,241$140,214-$524,455
Other Expenses$98,692$288,426-$387,118
All Other Expenses$51,274$333,785-$385,059
Occupancy$299,377$45,255$3,481$348,113
Current Officers, Directors, Trustees, and Key Employees-$336,830-$336,830
Pension Plan Contributions$188,977$78,144-$267,121
Interest-$215,366-$215,366
Fees for Services Other$3,075$202,899-$205,974
Office Expenses$8,318$132,358-$140,676
Advertising-$108,905-$108,905
Conferences and Meetings$65,180$24,072-$89,252
Insurance-$57,053-$57,053
Travel-$31,926-$31,926
Fees for Services Legal-$20,375-$20,375
Total Functional Expenses$11,959,736$4,242,043$13,440$16,215,219

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,215,219
Total Expenses per Audited Statements$14,086,766
Expenses per Audited Statements$13,841,865
Expenses Not Reported on Financial Statements$2,373,354
Other Expense Adjustments$2,373,354
Expenses Not Reported on Form 990$244,901
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$44,313
Fundraising Direct Expenses$31,448
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arts Premiere Auction/food & Drinks$84,172$44,313$5,327$38,986
Total Events$84,172$44,313$31,448$12,865
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$30,675$22,675▼ $8,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Rate Swap$484,645
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, Part VI, Section B, Line 11

Management reviews the 990 in detail and then distributes it to both the finance committee and board of directors before filing electronically.

Form 990, Part VI, Section B, Line 12C

Employees are required to reveal conflict of interest when they are hired. The employee manual, sec. 4.01, states, "it is the policy of the school that any potential conflict of interest must be disclosed to the school. The school's conflict of interest policy is attached as appendix b. All employees will be required to periodically confirm their compliance with the conflict of interest policy." members of the board of trustees are also required to do the same. The statement or disclosure requires employees and trustees "to provide information with respect to your dealings with the school and with respect to the dealings of certain parties that are related to you. For purposes herein, these related parties are termed "affiliated person and include the following: any immediate family member; any person who is related by blood or marriage or whose relationship to you is similar to that of persons who are related by blood or marriage; any corporation or organization of which you are an officer or partner or are, directly or indirectly, the beneficial owner of 10 percent or more of any class or equity securities; any trust or other estate in which you have a substantial beneficial interest or as to which you serve as a trustee or in a similar capacity."

Form 990, Part VI, Section B, Line 15A

The compensation of the head of school was determined in 2013 and is on a 3 year contract that runs through 2016. In determining the compensation, an independent committee of the board analyzed comparable data and ultimately approved the written compensation agreement. The results of the deliberations were substantiated in his employment agreement. The organization does not compensate any officers or have any other key employees. If they were to compensate, they would employ similar procedures.

Form 990, Part VI, Section C, Line 18

The forms 990 and 1023 are available upon request. Further, the form 990 is available on another's website, www.guidestar.org.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
The Wellington School
EIN
31-0977200
Phone
6144577883
Address
3650 REED ROAD, COLUMBUS, OH 43220

Signing Officer

Name
Angela Shock
Title
Controller
Phone
6144577883
Signed
2017-02-06

Organization Details

Principal Officer
Robert Brisk
Formed
1988
Legal Domicile
Oh
Voting Board Members
22
Independent Board Members
22
Employees
273
Volunteers
150

Preparer

Firm
John Gerlach & Company Llp
Address
37 W BROAD ST STE 530, COLUMBUS, OH 43215
Preparer
Tj Conger CPA
Phone
6142242164
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Fair market adjustment on interest rate swap -244,901. Increase in beneficial interest in assets held by others 59,133.

FORM 990, PART XII, LINE 2C: THE PROCESS REMAINS UNCHANGED FROM THE PRIOR

YEARS.

Financial Statement Notes

PART V, LINE 4:

The endowment funds earnings are restricted towards use of faculty salaries, financial aid, and miscellaneous items designated by the donor.

PART X, LINE 2:

The school has adopted the provisions of the fasb accounting standards codification relating to uncertain tax positions. The school does not believe its financial statements include any uncertain tax positions. With few exceptions, the school is no longer subject to u.s. Federal or state and local tax examinations by tax authorities for years before 2012.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Increase in beneficial interest in assets held by others 59,133.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Student financial aid, reported on part ix, line 2 1,825,363. Student tuition remissions, reported on part ix, line 9 547,991.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Interest rate swap adjustment 244,901.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Student financial aid, reported on part ix, line 2 1,825,363. Student tuition remissions, reported on part ix, line 9 547,991.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2241252
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2353427
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2421397
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2518697
IRS990/Form990PartVIISectionAGrp/PersonNm0NANCY KRAMER
IRS990/Form990PartVIISectionAGrp/PersonNm1THEODORE MANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2BRYAN STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES CROFT
IRS990/Form990PartVIISectionAGrp/PersonNm4LARRY ABBOTT
IRS990/Form990PartVIISectionAGrp/PersonNm5BRIAN BIERNAT
IRS990/Form990PartVIISectionAGrp/PersonNm6M DOUGLAS ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7TONDA ADIANSINGH
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm9JUDY CHESTER
IRS990/Form990PartVIISectionAGrp/PersonNm10DARLA KAY BALL
IRS990/Form990PartVIISectionAGrp/PersonNm11DIONNE CUSTER
IRS990/Form990PartVIISectionAGrp/PersonNm12ANDY FARBER
IRS990/Form990PartVIISectionAGrp/PersonNm13KRISTIN TROST
IRS990/Form990PartVIISectionAGrp/PersonNm14SALLY HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL BURKHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm16JOHN KADLIC
IRS990/Form990PartVIISectionAGrp/PersonNm17ROBERT TANNOUS
IRS990/Form990PartVIISectionAGrp/PersonNm18CAROLINE WHITACRE
IRS990/Form990PartVIISectionAGrp/PersonNm19PURBA MAJUMDER
IRS990/Form990PartVIISectionAGrp/PersonNm20BEN THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm21DR ANDREW THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm22ROBERT BRISK
IRS990/Form990PartVIISectionAGrp/PersonNm23LAURA COOKE
IRS990/Form990PartVIISectionAGrp/PersonNm24JEFF TERWIN
IRS990/Form990PartVIISectionAGrp/PersonNm25LAURIE BETH SWEENEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22285376
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23126926
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24116145
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25131158
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF PROJECTS
IRS990/Form990PartVIISectionAGrp/TitleTxt24ASST. HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt039859
IRS990/FundraisingDirectExpensesAmt031448
IRS990/FundraisingGrossIncomeAmt044313
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GovernmentGrantsAmt0768890
IRS990/GrantAmt01825363
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01825363
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01825363
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0376065
IRS990/GrossReceiptsAmt016199975
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt057053
IRS990/InsuranceGrp/TotalAmt057053
IRS990/InterestGrp/ManagementAndGeneralAmt0215366
IRS990/InterestGrp/TotalAmt0215366
IRS990/InvestmentIncomeGrp/ExclusionAmt038081
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038081
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt048
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011865936
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020619302
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019971920
IRS990/LandBldgEquipCostOrOtherBssAmt031837856
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0376065
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WELLINGTON SCHOOL IS AN INDEPENDENT, COEDUCATIONAL, PRESCHOOL THROUGH 12, COLLEGE-PREPARATORY DAY SCHOOL DEDICATED TO PREPARING CITIZENS WHO ACHIEVE, LEAD AND FIND FULFILLMENT IN THE GLOBAL COMMUNITY. THE WELLINGTON FAMILY EXPECTS INTEGRITY, FOSTERS MUTUAL RESPECT, EMBRACES DIVERSITY, INSPIRES EACH PERSON TO DISCOVER AND STRIVE TO MEET HIS OR HER UNIQUE POTENTIAL, AND CELEBRATES EXCELLENCE IN CHARACTER, ACADEMICS, THE ARTS AND ATHLETICS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt05745513
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05140547
IRS990/NetAssetsOrFundBalancesBOYAmt015809308
IRS990/NetAssetsOrFundBalancesEOYAmt015255142
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt012865
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt012865
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt054359
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0376065
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03481
IRS990/OccupancyGrp/ManagementAndGeneralAmt045255
IRS990/OccupancyGrp/ProgramServicesAmt0299377
IRS990/OccupancyGrp/TotalAmt0348113
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0132358
IRS990/OfficeExpensesGrp/ProgramServicesAmt08318
IRS990/OfficeExpensesGrp/TotalAmt0140676
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02276583
IRS990/OtherAssetsTotalGrp/EOYAmt02421657
IRS990/OtherChangesInNetAssetsAmt0-185768
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0291846
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0657968
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0949814
IRS990/OtherExpensesGrp/Desc0AUXILIARY SERVICES
IRS990/OtherExpensesGrp/Desc1INSTR SUPPLIES/RELATED
IRS990/OtherExpensesGrp/Desc2TUITION REMISSION
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015688
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1288426
IRS990/OtherExpensesGrp/ProgramServicesAmt01084155
IRS990/OtherExpensesGrp/ProgramServicesAmt1537554
IRS990/OtherExpensesGrp/ProgramServicesAmt2547991
IRS990/OtherExpensesGrp/ProgramServicesAmt398692
IRS990/OtherExpensesGrp/TotalAmt01084155
IRS990/OtherExpensesGrp/TotalAmt1553242
IRS990/OtherExpensesGrp/TotalAmt2547991
IRS990/OtherExpensesGrp/TotalAmt3387118
IRS990/OtherLiabilitiesGrp/BOYAmt0239753
IRS990/OtherLiabilitiesGrp/EOYAmt0484645
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt034305

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.4$8.95$32.4$23.8$22.7$1.09
2023Detailed filing. Detailed filing data is available for this year.$43.6$12.8$30.8$24.4$21.3$3.06
2022Detailed filing. Detailed filing data is available for this year.$40.7$13.5$27.2$20.6$19.6$0.99
2021Detailed filing. Detailed filing data is available for this year.$39.0$12.4$26.6$21.9$19.1$2.80
2020Detailed filing. Detailed filing data is available for this year.$35.7$13.0$22.7$21.5$17.9$3.58
2019Detailed filing. Detailed filing data is available for this year.$30.6$11.5$19.1$20.1$17.0$3.07
2018Detailed filing. Detailed filing data is available for this year.$26.2$10.4$15.8$17.2$17.3$0.13
2017Detailed filing. Detailed filing data is available for this year.$26.9$11.4$15.6$16.4$16.5$0.15
2016Detailed filing. Detailed filing data is available for this year.$27.4$12.2$15.3$15.8$16.2$0.42
2015Detailed filing. Detailed filing data is available for this year.$27.9$12.0$15.8$15.5$15.7$0.23
2014Detailed filing. Detailed filing data is available for this year.$28.0$11.9$16.1$15.6$15.2$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.7$12.2$15.5$14.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$13.8$15.3$14.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.0$14.4$16.7$13.3