Civic Intelligence

The Potomac School

EIN 54-0562160 • 501(c)3 • McLean, VA

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The Potomac School

co-ed

1,063 students

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1301 Potomac School RoadMcLean, VA 22101
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.30x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

1.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$947,808

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

60th percentile

8.1%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$227,941,058

Up $6,246,899 (+2.8%) from 2022

Liabilities

Down

$73,810,814

Down $1,287,081 (-1.7%) from 2022

Net Assets

Up

$154,130,244

Up $7,533,980 (+5.1%) from 2022

Operations
Liabilities / Revenue73rd percentileNet Margin76th percentile

Revenue

Up

$60,262,732

Up $3,278,974 (+5.8%) from 2022

Expenses

Up

$56,336,191

Up $2,541,482 (+4.7%) from 2022

Net Income

Up

$3,926,541

Up $737,492 (+23%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2010: $113,337,924Liabilities 2010: $48,546,321Net Assets 2010: $64,791,6032010Assets 2011: $124,121,163Liabilities 2011: $53,788,126Net Assets 2011: $70,333,0372011Assets 2012: $127,881,317Liabilities 2012: $58,027,979Net Assets 2012: $69,853,3382012Assets 2013: $133,646,727Liabilities 2013: $58,255,922Net Assets 2013: $75,390,8052013Assets 2014: $141,356,624Liabilities 2014: $63,675,063Net Assets 2014: $77,681,5612014Assets 2015: $141,998,657Liabilities 2015: $62,837,718Net Assets 2015: $79,160,9392015Assets 2016: $143,845,558Liabilities 2016: $64,260,483Net Assets 2016: $79,585,0752016Assets 2017: $161,617,383Liabilities 2017: $62,484,174Net Assets 2017: $99,133,2092017Assets 2018: $185,135,794Liabilities 2018: $60,995,969Net Assets 2018: $124,139,8252018Assets 2019: $194,254,754Liabilities 2019: $63,030,375Net Assets 2019: $131,224,3792019Assets 2020: $218,505,222Liabilities 2020: $84,965,240Net Assets 2020: $133,539,9822020Assets 2021: $225,192,195Liabilities 2021: $78,867,135Net Assets 2021: $146,325,0602021Assets 2022: $221,694,159Liabilities 2022: $75,097,895Net Assets 2022: $146,596,2642022Assets 2023: $227,941,058Liabilities 2023: $73,810,814Net Assets 2023: $154,130,2442023

Latest loaded filing

2023

Assets$227,941,058
Liabilities$73,810,814
Net Assets$154,130,244
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $35,117,5022010Expenses 2011: $36,015,7302011Revenue 2012: $39,177,078Expenses 2012: $36,588,112Net Income 2012: $2,588,9662012Expenses 2013: $38,987,6122013Revenue 2014: $41,636,831Expenses 2014: $43,985,369Net Income 2014: -$2,348,5382014Revenue 2015: $43,194,603Expenses 2015: $41,644,120Net Income 2015: $1,550,4832015Revenue 2016: $44,900,387Expenses 2016: $42,554,361Net Income 2016: $2,346,0262016Revenue 2017: $58,662,577Expenses 2017: $44,450,299Net Income 2017: $14,212,2782017Revenue 2018: $67,392,011Expenses 2018: $46,054,886Net Income 2018: $21,337,1252018Revenue 2019: $54,388,764Expenses 2019: $48,431,981Net Income 2019: $5,956,7832019Revenue 2020: $52,801,468Expenses 2020: $49,390,427Net Income 2020: $3,411,0412020Revenue 2021: $49,665,882Expenses 2021: $48,212,635Net Income 2021: $1,453,2472021Revenue 2022: $56,983,758Expenses 2022: $53,794,709Net Income 2022: $3,189,0492022Revenue 2023: $60,262,732Expenses 2023: $56,336,191Net Income 2023: $3,926,5412023

Latest loaded filing

2023

Revenue$60,262,732
Expenses$56,336,191
Net Income$3,926,541
Open 2023 Filing

Filings

Most recent 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.
2023Summary only. Only limited summary data is available for this year.$228$73.8$154$60.3$56.3$3.93
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$222$75.1$147$57.0$53.8$3.19
2021Summary only. Only limited summary data is available for this year.$225$78.9$146$49.7$48.2$1.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$219$85.0$134$52.8$49.4$3.41
2019Summary only. Only limited summary data is available for this year.$194$63.0$131$54.4$48.4$5.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$185$61.0$124$67.4$46.1$21.3
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$162$62.5$99.1$58.7$44.5$14.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$144$64.3$79.6$44.9$42.6$2.35
2015Summary only. Only limited summary data is available for this year.$142$62.8$79.2$43.2$41.6$1.55
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$141$63.7$77.7$41.6$44.0$2.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$134$58.3$75.4$39.0
2012Summary only. Only limited summary data is available for this year.$128$58.0$69.9$39.2$36.6$2.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$124$53.8$70.3$36.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$48.5$64.8$35.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

At the potomac school, we believe that intellectual development, love of learning, and strength of character are complementary, and equally essential, educational goals. With a firm commitment to our core values and a rigorous academic program, we prepare students to lead lives of purpose, achievement, and generosity of spirit.

Filing and Contact Details

Filer

Filer Name
The Potomac School
EIN
54-0562160
Phone
7033564100
Address
1301 Potomac School Road, McLean, VA 22101

Signing Officer

Name
John Kowalik
Title
Head of School
Phone
7033564100
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Advisory Group LLC
Address
111 Rockville Pike Suite 600, Rockville, MD 20850
Preparer
Stacy Cullen
Phone
3012316200
Raw XML Appendix186 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
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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0554
IRS1120ScheduleD/Form4797GainOrLossAmt021672
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IRS1120ScheduleD/NetLTCapitalGainOrLossAmt031245
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0554
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt09573
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0554
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2149
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt61984
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt10-1024
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Commonfund Capital Natural Resources Par
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1Commonfund Capital OCIO Global Private E
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3Commonfund Capital Partners V, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4Commonfund Capital Secondary Partners 20
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5Commonfund Capital Strategic Solutions G
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6Commonfund Capital Strategic Solutions G
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc8Commonfund Capital Venture Partners XII,
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc10Commonfund Private Credit Fund II, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc11CF Private Equity OCIO Global Private Eq
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt09573
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt85
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt11338
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Commonfund Capital Natural Resources Par
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1Commonfund Capital OCIO Global Private E
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2Commonfund Capital Partners V, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3Commonfund Capital Secondary Partners 20
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4Commonfund Capital Strategic Solutions G
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5Commonfund Capital Strategic Solutions G
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6Commonfund Capital Venture Partners XII,
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc8Commonfund Private Credit Fund II, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc9Commonfund Private Credit Fund III, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc10CF Private Equity OCIO Global Private Eq
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc11Commonfund Real Estate Opportunity Fund
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0554
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0Dyana Conroy
IRS990T/BooksInCareOfDetail/PhoneNum07033564100
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01301 Potomac School Road
IRS990T/BooksInCareOfDetail/USAddress/CityNm0McLean
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
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IRS990T/BookValueAssetsEOYAmt0246436798
IRS990T/CharitableContributionsDedAmt022
IRS990T/ForeignAccountsQuestionInd00
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IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherCreditsAmt02
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt06153
IRS990T/OverpaymentSection/OverpaymentAmt06153
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt07842
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt141758
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IRS990T/PriorYearOverpaymentCreditAmt07014
IRS990TScheduleA/CapitalGainNetIncomeAmt031799
IRS990TScheduleA/DepletionAmt0-36855
IRS990TScheduleA/EmployeeBenefitProgramAmt01563
IRS990TScheduleA/NetOperatingLossDeductionAmt02991
IRS990TScheduleA/NetOperatingLossDeductionAmt117538
IRS990TScheduleA/OtherDeductionsAmt03448
IRS990TScheduleA/OtherDeductionsAmt12500
IRS990TScheduleA/OtherIncomeAmt018102
IRS990TScheduleA/PrincipalBusinessActivityCd01
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IRS990TScheduleA/RepairsAndMaintenanceAmt01525
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IRS990TScheduleA/TotalRentDeductionsAmt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0John Kowalik
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Head of School
ReturnHeader/BusinessOfficerGrp/PhoneNum07033564100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Potomac School
ReturnHeader/Filer/BusinessNameControlTxt0POTO
ReturnHeader/Filer/EIN0540562160
ReturnHeader/Filer/PhoneNum07033564100
ReturnHeader/Filer/USAddress/AddressLine1Txt01301 Potomac School Road
ReturnHeader/Filer/USAddress/CityNm0McLean
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
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ReturnHeader/PreparerPersonGrp/PhoneNum03012316200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacy Cullen
ReturnHeader/ReturnTs02025-05-05T12:13:49-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $100M-$250M nonprofits