Civic Intelligence

Western Reserve Academy

990 • Fiscal year 2014 • EIN 34-0714390

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

Organization ProfileWWW.WRA.NET

View Organization Page

115 College StreetSuite44236-2926

(330) 650-4400

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.18x

Higher debt load relative to assets than 33% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

1.21x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

15th percentile

-3.7%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

42nd percentile

$397,987

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

63rd percentile

8.6%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$175,653,125

Up $16,951,456 (+11%) from 2012

Net Assets

Up

$144,182,782

Up $15,339,824 (+12%) from 2012

Liabilities

Up

$31,470,343

Up $1,611,632 (+5.4%) from 2012

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin15th percentile

Revenue

$26,092,663

No earlier filing loaded for comparison.

Expenses

Down

$27,064,329

Down $82,930 (-0.3%) from 2012

Net Income

-$971,666

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$200M$150M$100M$50M$0Assets 2010: $157,648,257Liabilities 2010: $27,825,897Net Assets 2010: $129,822,3602010Assets 2011: $164,698,453Liabilities 2011: $27,881,437Net Assets 2011: $136,817,0162011Assets 2012: $158,701,669Liabilities 2012: $29,858,711Net Assets 2012: $128,842,9582012Assets 2014: $175,653,125Liabilities 2014: $31,470,343Net Assets 2014: $144,182,7822014Assets 2015: $170,677,935Liabilities 2015: $28,517,073Net Assets 2015: $142,160,8622015Assets 2016: $167,652,626Liabilities 2016: $27,299,164Net Assets 2016: $140,353,4622016Assets 2017: $176,008,942Liabilities 2017: $26,388,710Net Assets 2017: $149,620,2322017

Highlighted filing

2014

Assets$175,653,125
Liabilities$31,470,343
Net Assets$144,182,782
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $23,548,2212010Expenses 2011: $24,729,2182011Expenses 2012: $27,147,2592012Revenue 2014: $26,092,663Expenses 2014: $27,064,329Net Income 2014: -$971,6662014Revenue 2015: $34,217,291Expenses 2015: $28,139,618Net Income 2015: $6,077,6732015Revenue 2016: $33,163,862Expenses 2016: $30,901,816Net Income 2016: $2,262,0462016Revenue 2017: $40,267,653Expenses 2017: $32,806,976Net Income 2017: $7,460,6772017

Highlighted filing

2014

Revenue$26,092,663
Expenses$27,064,329
Net Income-$971,666
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$31,300,389
Mission and Program Overview

Mission

The mission of the academy is as follows: a western reserve academy education offers a transformational experience where students strive for excellence, live with integrity, and act with compassion.

A western reserve academy education offers a transformational experience where students strive for excellence, live with integrity, and act with compassion.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$76,456,890$86,625,955▲ $10,169,065
Land, Buildings, and Equipment, Net$46,702,603$49,462,750▲ $2,760,147
Investments in Publicly Traded Securities$28,526,720$29,671,742▲ $1,145,022
Pledges and Grants Receivable$3,696,282$4,401,235▲ $704,953
Savings and Temporary Cash Investments$2,797,757$2,604,111▼ $193,646
Accounts Receivable$2,756,342$2,040,171▼ $716,171
Prepaid Expenses and Deferred Charges$241,051$255,532▲ $14,481
Inventories for Sale or Use$172,161$170,108▼ $2,053
Investments Program Related$104,942$100,414▼ $4,528
Other Notes and Loans Receivable, Net$16,384$14,640▼ $1,744
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$161,781,223$175,653,125▲ $13,871,902
Other Assets Total$310,091$306,467▼ $3,624
Liabilities
Tax Exempt Bond Liabilities$18,405,000$17,753,000▼ $652,000
Deferred Revenue$6,406,450$6,902,950▲ $496,500
Other Liabilities$3,083,433$3,001,749▼ $81,684
Mortgage Notes Payable Secured by Investment Property$0$2,500,000▲ $2,500,000
Accounts Payable and Accrued Expenses$1,061,281$1,312,644▲ $251,363
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$28,956,164$31,470,343▲ $2,514,179
Net Assets / Fund Balance
Permanently Rstr Net Assets$76,354,318$84,170,118▲ $7,815,800
Unrestricted Net Assets$39,247,694$40,016,151▲ $768,457
Temporarily Rstr Net Assets$17,223,047$19,996,513▲ $2,773,466
Total Net Assets Fund Balance$132,825,059$144,182,782▲ $11,357,723
Total Liabilities and Net Assets / Fund Balance$161,781,223$175,653,125▲ $13,871,902

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$43,026,844$22,166,762$65,193,606
Equipment$597,561$3,649,642$4,247,203
Other Land Buildings$4,201,933-$4,201,933
Land$1,636,412-$1,636,412
Other Securities$86,625,955--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$56,060,560$3,505,111▲ $6,725,754$2,404,059$62,874,496
2012$54,678,111$1,517,635▲ $3,387,583$2,700,378$56,060,560
2011$56,583,289$1,330,550▲ $301,499$2,385,044$54,678,111
2010$51,423,245$1,608,225▲ $5,919,216$1,505,233$56,583,289
2009$47,062,845$2,551,123▲ $5,615,580$2,295,702$51,423,245
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher D BurnerHead of SchoolFT$246,125$151,862$397,987
Mark L LaFontaineAsst Head of School-AdvancemenFT$220,000$72,684$292,684
John JTortelliCFOFT$182,600$60,647$243,247
Kathryn MuellerAsst Head of SchoolFT$130,449$88,504$218,953
Nancy C HovanDirector of DevelopmentFT$124,957$52,250$177,207
Jeffrey NeillDirector of College CounselingFT$96,957$69,959$166,916
Jeffrey JacotDirector of Facilities & GrounFT$112,450$46,294$158,744
Ruth AndrewsDirector of Major GiftsFT$106,200$23,870$130,070

Board Members and Trustees

NameTitle
Andrew R MidlerCo-President Board of Trustees
Timothy R WarnerCo-President Board of Trustees
David M HunterSecretary Board of Trustees
John M FowlerTreasurer Board of Trustees
Cecily Pryce MaguireTrustee
Dagmar F FellowesTrustee
Daniel W ChristmanTrustee
David A AlpernTrustee
Deborah D HooverTrustee
Jason M WortendykeTrustee
Jeffrey LinTrustee
John P HewkoTrustee
Jude D KearneyTrustee
L Spencer WellsTrustee
Mark H WiedenmannTrustee
Martin D FranksTrustee
Mary Katherine Ong-LandiniTrustee
Nathaniel E LeonardTrustee
Olin J Heestand JrTrustee
R Mark Hamlin JrTrustee
Robert T MichaelTrustee
Stephan W ColeTrustee
Suzanne DayTrustee
Terry L SquireTrustee
William H RobertsTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Cambridge Associates LLCPortfolio Advisor-$206,381
Revenue and Support

Revenue Composition

Contributions and Grants
$5,924,406
Program Service Revenue
$17,089,428
Investment Income
$2,976,010
Other Revenue
$102,819
All Other Contributions
$5,924,406
Change in Net Assets
$-971,666

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded61$1,157,443Fair Market Value (FMV)
Total Noncash Contributions61$1,157,443-

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,125,005
Revenue Not Reported on Financial Statements
$5,967,658
Revenue Not Reported on Form 990
$12,329,389
Other Revenue Adjustments
$5,331,798
Total Revenue per Audited Statements
$32,454,394
Total Revenue per Form 990
$26,092,663
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,539,953
Other Expenses$10,192,578
Grants and Similar Amounts Paid$5,331,798
Total Fundraising Expense$1,394,096
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,611,491$659,640$468,554$7,739,685
Grants to Domestic Individuals$5,331,798--$5,331,798
Occupancy$1,863,989$58,863$39,242$1,962,094
Other Expenses$1,119,231$397,604$232,267$1,749,102
Other Employee Benefits$1,318,627$124,106$108,593$1,551,326
Depreciation Depletion$1,372,433$43,340$28,893$1,444,666
Fees for Services Other$928,496--$928,496
Current Officers, Directors, Trustees, and Key Employees$205,899$411,797$205,899$823,595
Pension Plan Contributions$661,010$62,213$54,436$777,659
Payroll Taxes$550,535$51,815$45,338$647,688
Fees for Service Investment Mgmnt Fees-$635,860-$635,860
Office Expenses$291,629$27,447$24,017$343,093
Information Technology$254,744$23,976$20,979$299,699
Interest-$248,766-$248,766
Travel$68,964-$160,917$229,881
Advertising$222,290--$222,290
Fees for Services Legal$108,343$108,343-$216,686
Insurance$204,379$6,454$4,303$215,136
Fees for Services Accounting-$54,750-$54,750
Conferences and Meetings$31,265$987$658$32,910
Total Functional Expenses$22,754,272$2,915,961$1,394,096$27,064,329

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$27,064,329
Expenses per Audited Statements$21,096,671
Total Expenses per Audited Statements$21,096,671
Expenses Not Reported on Financial Statements$5,967,658
Other Expense Adjustments$5,331,798
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$208,989
Fundraising Direct Expenses$112,216
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$140,470$140,470$74,516$65,954
Event 1$68,519$68,519$37,700$30,819
Total Events$208,989$208,989$112,216$96,773
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$1,549,700
Interest Rate Swap$1,452,049

Bond Issues

BondIssuerIssuedIssue PricePurpose
A34-17659402011-05-26$19,600,000Refinancing of 2002 bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$19,600,000$0$19,350,000$250,000

Bond Financing Compliance

No rebate due
No
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
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
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 Review - FORM 990, PART VI, LINE 11B:

“Form 990 is reviewed by a committee of the board of trustees with the board's authority to oversee the filing process.”

MONITORING AND ENFORCEMENT OF CONFLICT POLICY - FORM 990,PART VI,LINE 12C:

“The conflict of interest questionnaires are reviewed by the executive committee of the board of trustees. Significant issues are discussed and resolved. When a conflict arises, the individual is not permitted to participate in the discussion of the transaction or to vote on the matter. The decision about the transaction is made by persons who are independent of the individual with the conflict.”

COMPENSATION REVIEW AND APPROVAL - FORM 990, PART VI, LINE 15:

“In june, 2011, members of the board of trustees were given comparability data for all members of the head of school committee. The head of school was involved in the discussions for the compensation for the members of the head of school committee but was not present for the discussion of his own compensation. Trustees determined the head of school's compensation based upon his performance relative to other similar positions. Compensation decisions are made by persons who are independent of the employees for whom compensation is being determined.”

AVAILABILITY OF DOCUMENTS - FORM 990, PART VI, LINE 19:

“The academy's financial statements are available to the public upon request. The academy does not make its governing documents or conflict policy available.”

Filing and Contact Details

Filer

EIN
34-0714390
In Care Of
% THOMAS ARNOLD
Phone
3306504400

Signing Officer

Name
Thomas Arnold
Title
CFO
Phone
3306504400
Signed
2015-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher D Burner
Formed
1826
Legal Domicile
Oh
Voting Board Members
25
Independent Board Members
25
Employees
258
Volunteers
50

Preparer

Preparer
Christopher B Anderson
Phone
3306504400
Supplemental Narrative

Additional Explanations

OTHER CHANGES IN NET ASSETS - FORM 990, PART XI, LINE 9:

“Change in value of interest rate swap $27,682; change in split interest agreements ($57,157); total adjustment: ($29,475).”

Financial Statement Notes

OTHER CHANGES IN REVENUE - PART XI, LINE 2D:

“Change in value of interest rate swap $27,682; change in split interest agreements ($57,157); total adjustment = ($29,475).”

OTHER CHANGES IN REVENUE - PART XI, LINE 4B:

“Student financial aid, which was netted with tuition revenue on the financial statements but shown as an expense in part ix of form 990: $5,331,798.”

OTHER CHANGES IN EXPENSES - PART XII, LINE 4B:

“Student financial aid, which was netted with tuition revenue on the financial statements but shown as an expense in part ix of form 990: $5,331,798.”

INTENDED USES OF ENDOWMENT FUNDS - PART V, LINE 4:

“The academy invests endowment funds according to board-approved investment policies which govern asset allocation in an effort to reduce risk of loss and to generate a real annual compound rate of return at least equal to the annual payout percentage. The annual payout from endowment funds was based on a draw of 4.75% of the 5-year average weighted market value of investable assets in the permanently restricted fund plus an amount to cover debt service costs and is subject to board approval. The payout is spent on activities which further the exempt educational purposes of the academy.”

FIN 48 (ASC 740) FOOTNOTE - PART X, LINE 2:

“FEDERAL INCOME TAXES - THE ACADEMY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES. THERE WERE NO UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2014. AS OF JUNE 30, 2014, THE ACADEMY'S INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, AS WELL AS VARIOUS STATE AND LOCAL TAXING AUTHORITIES, GENERALLY FOR THREE YEARS.”

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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/PersonNm5John M Fowler
IRS990/Form990PartVIISectionAGrp/PersonNm6Martin D Franks
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IRS990/Form990PartVIISectionAGrp/PersonNm8Olin J Heestand Jr
IRS990/Form990PartVIISectionAGrp/PersonNm9John P Hewko
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IRS990/Form990PartVIISectionAGrp/PersonNm12Jude D Kearney
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IRS990/Form990PartVIISectionAGrp/PersonNm16Robert T Michael
IRS990/Form990PartVIISectionAGrp/PersonNm17Andrew R Midler
IRS990/Form990PartVIISectionAGrp/PersonNm18Mary Katherine Ong-Landini
IRS990/Form990PartVIISectionAGrp/PersonNm19William H Roberts
IRS990/Form990PartVIISectionAGrp/PersonNm20Terry L Squire
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IRS990/Form990PartVIISectionAGrp/PersonNm22L Spencer Wells
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IRS990/Form990PartVIISectionAGrp/PersonNm29Nancy C Hovan
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,653,125
Liabilities
$31,470,343
Net assets
$144,182,782
Revenue
$26,092,663
Expenses
$27,064,329
Net income
-$971,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$176$26.4$150$40.3$32.8$7.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$168$27.3$140$33.2$30.9$2.26
2015Detailed filing. Detailed filing data is available for this year.$171$28.5$142$34.2$28.1$6.08
2014Detailed filing. Detailed filing data is available for this year.$176$31.5$144$26.1$27.1$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$159$29.9$129$27.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$165$27.9$137$24.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$158$27.8$130$23.5