Civic Intelligence

The Evergreen School

990 • Fiscal year 2021 • EIN 91-0756462

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

15201 Meridian Avenue NShoreline, WA 98133

(206) 957-1526

Siviq Scores

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

Liabilities / Assets

38th percentile

0.14x

Higher debt load relative to assets than 38% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.37x

Higher debt load relative to revenue than 52% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

70th percentile

25%

Higher net margin than 70% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$250,862

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

62nd percentile

16%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

24%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Assets

Up

$55,857,454

Up $7,816,181 (+16%) from 2020

Net Assets

Up

$48,226,960

Up $7,130,651 (+17%) from 2020

Liabilities

Up

$7,630,494

Up $685,530 (+9.9%) from 2020

Revenue

Up

$20,702,712

Up $3,967,907 (+24%) from 2020

Expenses

Up

$15,491,040

Up $431,884 (+2.9%) from 2020

Net Income

Up

$5,211,672

Up $3,536,023 (+211%) from 2020

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $24,287,573Liabilities 2011: $10,381,407Net Assets 2011: $13,906,1662011Assets 2012: $23,528,883Liabilities 2012: $9,385,668Net Assets 2012: $14,143,2152012Assets 2013: $25,304,321Liabilities 2013: $8,887,473Net Assets 2013: $16,416,8482013Assets 2014: $35,049,072Liabilities 2014: $9,346,562Net Assets 2014: $25,702,5102014Assets 2015: $37,487,370Liabilities 2015: $9,531,185Net Assets 2015: $27,956,1852015Assets 2016: $39,681,840Liabilities 2016: $8,697,628Net Assets 2016: $30,984,2122016Assets 2017: $47,162,925Liabilities 2017: $8,581,715Net Assets 2017: $38,581,2102017Assets 2018: $48,282,597Liabilities 2018: $8,148,801Net Assets 2018: $40,133,7962018Assets 2019: $48,742,181Liabilities 2019: $7,835,308Net Assets 2019: $40,906,8732019Assets 2020: $48,041,273Liabilities 2020: $6,944,964Net Assets 2020: $41,096,3092020Assets 2021: $55,857,454Liabilities 2021: $7,630,494Net Assets 2021: $48,226,9602021Assets 2022: $54,109,732Liabilities 2022: $7,610,099Net Assets 2022: $46,499,6332022Assets 2023: $55,884,843Liabilities 2023: $6,339,717Net Assets 2023: $49,545,1262023Assets 2024: $60,249,824Liabilities 2024: $5,883,700Net Assets 2024: $54,366,1242024Assets 2025: $106,942,603Liabilities 2025: $40,262,199Net Assets 2025: $66,680,4042025

Highlighted filing

2021

Assets$55,857,454
Liabilities$7,630,494
Net Assets$48,226,960

Operations Trend

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

$40M$30M$20M$10M$0Expenses 2011: $8,937,8482011Expenses 2012: $9,680,1102012Expenses 2013: $10,107,2382013Revenue 2014: $18,258,854Expenses 2014: $10,517,542Net Income 2014: $7,741,3122014Revenue 2015: $15,882,450Expenses 2015: $11,047,591Net Income 2015: $4,834,8592015Revenue 2016: $15,861,641Expenses 2016: $12,538,540Net Income 2016: $3,323,1012016Revenue 2017: $19,845,823Expenses 2017: $13,302,268Net Income 2017: $6,543,5552017Revenue 2018: $15,033,529Expenses 2018: $13,760,309Net Income 2018: $1,273,2202018Revenue 2019: $15,795,054Expenses 2019: $14,627,192Net Income 2019: $1,167,8622019Revenue 2020: $16,734,805Expenses 2020: $15,059,156Net Income 2020: $1,675,6492020Revenue 2021: $20,702,712Expenses 2021: $15,491,040Net Income 2021: $5,211,6722021Revenue 2022: $18,688,724Expenses 2022: $16,694,125Net Income 2022: $1,994,5992022Revenue 2023: $19,673,241Expenses 2023: $18,642,409Net Income 2023: $1,030,8322023Revenue 2024: $23,110,096Expenses 2024: $20,112,868Net Income 2024: $2,997,2282024Revenue 2025: $32,661,087Expenses 2025: $22,549,973Net Income 2025: $10,111,1142025

Highlighted filing

2021

Revenue$20,702,712
Expenses$15,491,040
Net Income$5,211,672
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$21,688,580
Mission and Program Overview

Mission

We inspire highly capable, creative learners to lead with curiosity, compassion, and courage in a diverse and dynamic world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,305,539$27,844,368▲ $6,538,829
Land, Buildings, and Equipment, Net$20,857,892$20,737,054▼ $120,838
Savings and Temporary Cash Investments$3,140,866$3,336,870▲ $196,004
Cash and Non-Interest-Bearing Accounts$1,004,223$1,764,641▲ $760,418
Investments Other Securities$1,205,614$1,761,201▲ $555,587
Prepaid Expenses and Deferred Charges$299,073$255,798▼ $43,275
Pledges and Grants Receivable$148,594$107,206▼ $41,388
Intangible Assets$58,703$50,316▼ $8,387
Accounts Receivable$20,769$0▼ $20,769
Total Assets$48,041,273$55,857,454▲ $7,816,181
Liabilities
Tax Exempt Bond Liabilities$4,340,000$3,910,000▼ $430,000
Deferred Revenue$1,502,788$2,552,678▲ $1,049,890
Accounts Payable and Accrued Expenses$1,102,176$1,167,816▲ $65,640
Total Liabilities$6,944,964$7,630,494▲ $685,530
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$25,980,071$29,102,040▲ $3,121,969
Net Assets With Donor Restrictions$15,116,238$19,124,920▲ $4,008,682
Total Net Assets Fund Balance$41,096,309$48,226,960▲ $7,130,651
Total Liabilities and Net Assets / Fund Balance$48,041,273$55,857,454▲ $7,816,181

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,628,416$8,195,347$26,823,763
Equipment$648,038$1,598,708$2,246,746
Land$1,460,600-$1,460,600

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$19,451,252$176,205▲ $5,757,128-$25,384,585
2019$19,427,075$768,971▼ $744,794-$19,451,252
2018$18,355,851$562,941▲ $508,283-$19,427,075
2017$16,106,767$1,278,718▲ $970,366-$18,355,851
2016$7,621,322$7,055,999▲ $1,429,446-$16,106,767
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Halsey BellHead of SchoolFT$214,285$36,577$250,862
Debra Lee-rizziCFOFT$195,656$23,810$219,466
Veronica Codrington CazeauHead of SchoolFT$197,878$16,414$214,292
Kate GorrissenDirector of DevelopmentFT$141,858$19,056$160,914
Susan SmithDirector of AdmissionsFT$125,388$17,769$143,157
Michelle HarrisonPrimary Division HeadFT$101,336$27,410$128,746
Danielle LaddDirector of Special ProgramsFT$105,101$16,369$121,470

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,651,893
Program Service Revenue
$14,661,954
Investment Income
$4,354,121
Other Revenue
$34,744
All Other Contributions
$975,092
Change in Net Assets
$5,211,672

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 Traded12$78,362Fair Market Value
Total Noncash Contributions12$78,362-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,256,775
Revenue Not Reported on Financial Statements
$1,445,937
Revenue Not Reported on Form 990
$1,919,154
Other Revenue Adjustments
$1,422,886
Total Revenue per Audited Statements
$21,175,929
Total Revenue per Form 990
$20,702,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,991,719
Other Expenses$3,076,435
Grants and Similar Amounts Paid$1,422,886
Total Fundraising Expense$394,211
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,232,402$1,625,537$237,884$8,095,823
Grants to Domestic Individuals$1,422,886--$1,422,886
Other Employee Benefits$894,272$233,244$34,133$1,161,649
Depreciation Depletion$904,492$68,820$9,831$983,143
Payroll Taxes$539,939$140,827$20,609$701,375
Occupancy$488,729$37,186$47,855$573,770
Office Expenses$93,405$477,387$1,046$571,838
Current Officers, Directors, Trustees, and Key Employees$426,506$111,242$16,279$554,027
Pension Plan Contributions$368,629$96,146$14,070$478,845
Fees for Services Other$45,443$66,920$8,787$121,150
Insurance$109,634$8,342$1,192$119,168
Other Expenses$62,339$23,676$1,809$87,824
Interest$65,864$5,011$716$71,591
Fees for Services Accounting-$33,600-$33,600
Fees for Services Legal-$28,551-$28,551
Fees for Service Investment Mgmnt Fees-$23,051-$23,051
Total Functional Expenses$12,117,289$2,979,540$394,211$15,491,040

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,491,040
Expenses per Audited Statements$14,045,103
Total Expenses per Audited Statements$14,045,103
Expenses Not Reported on Financial Statements$1,445,937
Other Expense Adjustments$1,422,886
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$459,006

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America/caribbeanInvestments-00$459,006
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$50,690
Fundraising Direct Expenses$43,147
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2021 Spring Benefit$315,026$50,690$3,015$47,675
Total Events$315,026$50,690$43,147$7,543
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
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
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, Part VI, Section B, Line 11B

The complete form 990 draft is reviewed by the evergreen school controller, the cfo/ceo, and an independent cpa firm, and the second draft is reviewed by the finance committee chair. Following the review process, the cfo signs the final form 990. The public disclosure copy of the form 990 is distributed to the evergreen school board of directors before filing with the irs.

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

The board members, officers and key employees complete a conflict of interest survey once a year. The cfo reviews the surveys to determine if there are any possible conflicts. Any conflicts found would be disclosed to the head of school and chairperson of the board who would evaluate it. In the event of a conflict of interest, a trustee has a duty to (i) disclose the conflict to other members of the board or committee, (ii) refrain from engaging in the discussion or action under consideration, and (iii) recuse himself or herself from any vote on the action before the board or committee.

Form 990, Part VI, Section B, Line 15

The board reviews the head of school's compensation, and the head of school reviews coo/cfo compensation annually using northwest association of independent schools (nwais), national association of independent schools, (nais), and local, regional and national salary surveys as compensation guidelines. The head of school's compensation was last reviewed in june 2020, and the coo/cfo compensation was last reviewed in february 2020.

Form 990, Part VI, Section C, Line 19

The school makes their governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Evergreen School
EIN
91-0756462
Phone
2069571526
Address
15201 MERIDIAN AVENUE N, SHORELINE, WA 98133

Signing Officer

Name
Debra Lee-rizzi
Title
CFO
Phone
2069571522
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Halsey Bell
Formed
1963
Legal Domicile
Wa
Voting Board Members
22
Independent Board Members
22
Employees
166
Volunteers
500

Preparer

Firm
Bdo USA Llp
Address
601 UNION ST STE 2300, SEATTLE, WA 98101-2345
Preparer
Bob Bowman
Phone
2063827777
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

BAD DEBT EXPENSE -175.

Financial Statement Notes

PART V, LINE 4:

The earnings from the five endowment funds support undesignated, professional development, stewardship of campus assets, outreach/enrichment, and financial aid programs.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Financial aid netted with revenue on the financial statements 1,422,886.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid netted with revenue on the financial statements 1,422,886.

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IRS990/ActivityOrMissionDesc0WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD.
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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
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IRS990/Form990PartVIISectionAGrp/PersonNm1KRISTINE TAKAMIYA
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm3KATE SCHWARZ
IRS990/Form990PartVIISectionAGrp/PersonNm4IBRAHIM ALI
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD AU
IRS990/Form990PartVIISectionAGrp/PersonNm6CATHERINE BOOMS
IRS990/Form990PartVIISectionAGrp/PersonNm7TERE CARRAL
IRS990/Form990PartVIISectionAGrp/PersonNm8KRISTIN CHURCH
IRS990/Form990PartVIISectionAGrp/PersonNm9NICK ECHELBARGER
IRS990/Form990PartVIISectionAGrp/PersonNm10JOE FERGUSON
IRS990/Form990PartVIISectionAGrp/PersonNm11HANSON HOSEIN
IRS990/Form990PartVIISectionAGrp/PersonNm12CHRISTINE HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm13AIMEE HUFF
IRS990/Form990PartVIISectionAGrp/PersonNm14HAVEN LEY
IRS990/Form990PartVIISectionAGrp/PersonNm15KEITH MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm16MIKE MCGILL
IRS990/Form990PartVIISectionAGrp/PersonNm17NICK PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm18JEFF RAKOW
IRS990/Form990PartVIISectionAGrp/PersonNm19NEDA SDGHI
IRS990/Form990PartVIISectionAGrp/PersonNm20DANA SOONG
IRS990/Form990PartVIISectionAGrp/PersonNm21YONNIE WATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm22HALSEY BELL
IRS990/Form990PartVIISectionAGrp/PersonNm23DEBRA LEE-RIZZI
IRS990/Form990PartVIISectionAGrp/PersonNm24VERONICA CODRINGTON CAZEAU
IRS990/Form990PartVIISectionAGrp/PersonNm25SUSAN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm26KATE GORRISSEN
IRS990/Form990PartVIISectionAGrp/PersonNm27DANIELLE LADD
IRS990/Form990PartVIISectionAGrp/PersonNm28MICHELLE HARRISON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/TitleTxt23CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt24HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF ADMISSIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR OF SPECIAL PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt28PRIMARY DIVISION HEAD
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0264336
IRS990/FundraisingDirectExpensesAmt043147
IRS990/FundraisingGrossIncomeAmt050690
IRS990/GainOrLossGrp/SecuritiesAmt03638170
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GovernmentGrantsAmt0412465
IRS990/GrantAmt01422886
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01422886
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01422886
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04580891
IRS990/GrossReceiptsAmt021688580
IRS990/GrossRentsGrp/RealAmt026400
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt01192
IRS990/InsuranceGrp/ManagementAndGeneralAmt08342
IRS990/InsuranceGrp/ProgramServicesAmt0109634
IRS990/InsuranceGrp/TotalAmt0119168
IRS990/IntangibleAssetsGrp/BOYAmt058703
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IRS990/InterestGrp/FundraisingAmt0716
IRS990/InterestGrp/ManagementAndGeneralAmt05011
IRS990/InterestGrp/ProgramServicesAmt065864
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IRS990/InvestmentIncomeGrp/ExclusionAmt0715951
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0715951
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01761201
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021305539
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027844368
IRS990/IRPDocumentCnt043
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09794055
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt020737054
IRS990/LandBldgEquipCostOrOtherBssAmt030531109
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IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt041096309
IRS990/NetAssetsOrFundBalancesEOYAmt048226960
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03638170
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03638170
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt07543
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt07543
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt026400
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt026400
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt025980071
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt029102040
IRS990/NoncashContributionsAmt078362
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt047855
IRS990/OccupancyGrp/ManagementAndGeneralAmt037186
IRS990/OccupancyGrp/ProgramServicesAmt0488729
IRS990/OccupancyGrp/TotalAmt0573770
IRS990/OfficeExpensesGrp/FundraisingAmt01046
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0477387
IRS990/OfficeExpensesGrp/ProgramServicesAmt093405
IRS990/OfficeExpensesGrp/TotalAmt0571838
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-175
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt034133
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0233244
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0894272
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01161649
IRS990/OtherExpensesGrp/Desc0CURRICULUM
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/FundraisingAmt01809
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023676
IRS990/OtherExpensesGrp/ProgramServicesAmt0462749
IRS990/OtherExpensesGrp/ProgramServicesAmt162339

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$40.3$66.7$32.7$22.5$10.1
2024Summary only. Only limited summary data is available for this year.$60.2$5.88$54.4$23.1$20.1$3.00
2023Summary only. Only limited summary data is available for this year.$55.9$6.34$49.5$19.7$18.6$1.03
2022Summary only. Only limited summary data is available for this year.$54.1$7.61$46.5$18.7$16.7$1.99
2021Detailed filing. Detailed filing data is available for this year.$55.9$7.63$48.2$20.7$15.5$5.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.0$6.94$41.1$16.7$15.1$1.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.7$7.84$40.9$15.8$14.6$1.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.3$8.15$40.1$15.0$13.8$1.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.2$8.58$38.6$19.8$13.3$6.54
2016Detailed filing. Detailed filing data is available for this year.$39.7$8.70$31.0$15.9$12.5$3.32
2015Detailed filing. Detailed filing data is available for this year.$37.5$9.53$28.0$15.9$11.0$4.83
2014Detailed filing. Detailed filing data is available for this year.$35.0$9.35$25.7$18.3$10.5$7.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.3$8.89$16.4$10.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$9.39$14.1$9.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$10.4$13.9$8.94
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $50M-$100M nonprofits