Civic Intelligence

Western Reserve Academy

990T • Fiscal year 2024 • EIN 34-0714390

Jul 01, 2023 to Jun 30, 2024 • Filed on May 12, 2025

Organization ProfileWWW.WRA.NET

View Organization Page

115 College StreetHudson, OH 44236-2926

(330) 650-4400

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2017

Assets$176,008,942
Liabilities$26,388,710
Net Assets$149,620,232
Open 2017 Filing

Operations Trend

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

Latest loaded filing

2017

Revenue$40,267,653
Expenses$32,806,976
Net Income$7,460,677
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v8.0
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.

Filing and Contact Details

Filer

Filer Name
Western Reserve Academy
EIN
34-0714390
Phone
3306504400
Address
115 COLLEGE STREET, HUDSON, OH 44236-2926

Signing Officer

Name
Thomas P Arnold
Title
Cfoo
Phone
3306504400
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Maloney Novotny LLC
Address
1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114-2540
Preparer
Christopher B Anderson
Phone
2163630100
Raw XML Appendix103 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt00
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-12720
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-12720
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0421
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-1317
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-5357
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3-4375
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt4-2092
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0COMMUNFUND CAP. NAT. RSCS. VI, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1COMMUNFUND CAP. NAT. RSCS. VII, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2EMET MUNICIPAL REAL ESTATE STRATEGY II
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3AG ENERGY CREDIT OPP.FUND IV, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4AVERILL PARTNERS LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-12720
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt017938
IRS990T/BalanceDueAmt020298
IRS990T/BooksInCareOfDetail/PersonNm0THOMAS P ARNOLD
IRS990T/BooksInCareOfDetail/PhoneNum03306504400
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0115 COLLEGE STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0HUDSON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0442362926
IRS990T/BookValueAssetsEOYAmt0225622263
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt01182
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt017938
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt02196426
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt0368118
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-3594
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0481680
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0478086
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0478086
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN PARTNERSHIPS THAT GENERATED UNRELATED BUSINESS INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0478086
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0109968
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt019116
IRS990T/TaxLessCreditsAmt019116
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt019116
IRS990T/TotalTaxComputationAmt019116
IRS990T/TotalUBTIAmt091030
IRS990T/TotalUBTIBeforeNOLSpecificAmt0109968
IRS990T/TotalUBTIBeforeSection199AAmt092030
IRS990T/TotalUBTIComputedAmt0109968
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS P ARNOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFOO
ReturnHeader/BusinessOfficerGrp/PhoneNum03306504400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN RESERVE ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0340714390
ReturnHeader/Filer/PhoneNum03306504400
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 COLLEGE STREET
ReturnHeader/Filer/USAddress/CityNm0HUDSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0442362926
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0340677006
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 SUPERIOR AVE SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441142540
ReturnHeader/PreparerPersonGrp/PhoneNum02163630100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER B ANDERSON
ReturnHeader/ReturnTs02025-05-12T13:25:23-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
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