Civic Intelligence

Western Valley Waldorf Assoc Inc. Cedarwood School

990 • Fiscal year 2018 • EIN 91-1828325

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 19, 2018

Organization ProfileWWW.CEDARWOODSCHOOL.ORG
3030 SW 2nd AvenuePortland, OR 97201

(503) 245-1477

Siviq Scores

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

Liabilities / Assets

79th percentile

0.57x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.98x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

59th percentile

6.1%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$95,026

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

29th percentile

-2.9%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

6.5%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$6,658,961

Down $198,103 (-2.9%) from 2017

Net Assets

Up

$2,873,584

Up $232,923 (+8.8%) from 2017

Liabilities

Down

$3,785,377

Down $431,026 (-10%) from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin59th percentile

Revenue

Up

$3,843,894

Up $233,149 (+6.5%) from 2017

Expenses

Up

$3,610,971

Up $399,225 (+12%) from 2017

Net Income

Down

$232,923

Down $166,076 (-42%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,091,888Liabilities 2011: $5,248,709Net Assets 2011: $843,1792011Assets 2012: $6,148,813Liabilities 2012: $5,051,312Net Assets 2012: $1,097,5012012Assets 2013: $6,324,333Liabilities 2013: $5,173,899Net Assets 2013: $1,150,4342013Assets 2014: $6,405,317Liabilities 2014: $4,903,837Net Assets 2014: $1,501,4802014Assets 2015: $6,745,208Liabilities 2015: $4,875,972Net Assets 2015: $1,869,2362015Assets 2016: $6,828,159Liabilities 2016: $4,586,497Net Assets 2016: $2,241,6622016Assets 2017: $6,857,064Liabilities 2017: $4,216,403Net Assets 2017: $2,640,6612017Assets 2018: $6,658,961Liabilities 2018: $3,785,377Net Assets 2018: $2,873,5842018Assets 2019: $6,589,289Liabilities 2019: $3,550,093Net Assets 2019: $3,039,1962019Assets 2020: $6,821,698Liabilities 2020: $3,731,525Net Assets 2020: $3,090,1732020Assets 2021: $7,170,072Liabilities 2021: $3,913,590Net Assets 2021: $3,256,4822021Assets 2022: $7,078,035Liabilities 2022: $3,172,012Net Assets 2022: $3,906,0232022Assets 2023: $7,138,235Liabilities 2023: $3,165,174Net Assets 2023: $3,973,0612023Assets 2024: $7,816,337Liabilities 2024: $3,433,849Net Assets 2024: $4,382,4882024

Highlighted filing

2018

Assets$6,658,961
Liabilities$3,785,377
Net Assets$2,873,584
Open 2018 Filing

Operations Trend

Revenue Growth57th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2011: $2,000,4352011Expenses 2012: $2,242,1072012Revenue 2013: $2,750,754Expenses 2013: $2,697,821Net Income 2013: $52,9332013Revenue 2014: $2,950,315Expenses 2014: $2,599,269Net Income 2014: $351,0462014Revenue 2015: $3,164,975Expenses 2015: $2,797,218Net Income 2015: $367,7572015Revenue 2016: $3,326,500Expenses 2016: $2,952,887Net Income 2016: $373,6132016Revenue 2017: $3,610,745Expenses 2017: $3,211,746Net Income 2017: $398,9992017Revenue 2018: $3,843,894Expenses 2018: $3,610,971Net Income 2018: $232,9232018Revenue 2019: $3,585,627Expenses 2019: $3,420,015Net Income 2019: $165,6122019Revenue 2020: $3,522,540Expenses 2020: $3,472,469Net Income 2020: $50,0712020Revenue 2021: $3,807,076Expenses 2021: $3,640,767Net Income 2021: $166,3092021Revenue 2022: $4,520,854Expenses 2022: $3,871,313Net Income 2022: $649,5412022Revenue 2023: $4,030,927Expenses 2023: $3,963,889Net Income 2023: $67,0382023Revenue 2024: $4,847,824Expenses 2024: $4,446,445Net Income 2024: $401,3792024

Highlighted filing

2018

Revenue$3,843,894
Expenses$3,610,971
Net Income$232,923
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 19, 2018
Return Version
2017v2.3
Gross Receipts
$3,924,711
Mission and Program Overview

Mission

Providing waldorf education in portland for children from preschool through eighth grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,695,808$5,538,140▼ $157,668
Savings and Temporary Cash Investments$893,550$859,724▼ $33,826
Loans From Officers Directors$450,890$321,048▼ $129,842
Accounts Receivable$181,072$167,437▼ $13,635
Prepaid Expenses and Deferred Charges$68,304$67,799▼ $505
Other Notes and Loans Receivable, Net$15,258$13,258▼ $2,000
Cash and Non-Interest-Bearing Accounts$609$11,428▲ $10,819
Pledges and Grants Receivable$2,463$1,175▼ $1,288
Total Assets$6,857,064$6,658,961▼ $198,103
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,195,958$2,102,351▼ $93,607
Deferred Revenue$1,467,270$1,200,938▼ $266,332
Accounts Payable and Accrued Expenses$45,664$86,006▲ $40,342
Other Liabilities$56,621$75,034▲ $18,413
Total Liabilities$4,216,403$3,785,377▼ $431,026
Net Assets / Fund Balance
Unrestricted Net Assets$2,640,661$2,873,584▲ $232,923
Total Net Assets Fund Balance$2,640,661$2,873,584▲ $232,923
Total Liabilities and Net Assets / Fund Balance$6,857,064$6,658,961▼ $198,103

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,076,089$1,593,412$6,669,501
Land$388,622-$388,622
Equipment$73,429$236,595$310,024
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth NugentHead of SchoolFT$85,989$9,037$95,026

Board Members and Trustees

NameTitle
Brewster CrosbyPresident
Andrew FriedmanTrustee
Anika Bent-albertTrustee
Ann MessickTrustee
Ben RootTrustee
Bryce GartrellTrustee
Chiaki UchiyamaTrustee
Erika StarrsTrustee
Hermine Klein-hayesTrustee
Issac SchildTrustee
Lisa NiceTrustee
Michelle JarvisTrustee
Usha NboleTrustee
Nigel JaquissSecretary
Don HaysTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$240,150
Program Service Revenue
$3,506,004
Investment Income
$5,209
Other Revenue
$92,531
All Other Contributions
$172,900
Change in Net Assets
$232,923

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$40,183Sales Proceeds
Total Noncash Contributions3$40,183-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,843,894
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$310
Total Revenue per Audited Statements
$3,844,204
Total Revenue per Form 990
$3,843,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,471,744
Other Expenses$1,139,227
Total Fundraising Expense$155,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,464,719$409,820$69,232$1,943,771
Occupancy$298,051$15,787$1,894$315,732
Other Employee Benefits$163,512$45,750$7,729$216,991
Depreciation Depletion$203,865$10,869$1,318$216,052
Payroll Taxes$143,326$40,102$6,775$190,203
Current Officers, Directors, Trustees, and Key Employees$75,523$21,131$3,570$100,224
Other Expenses$16,272$23,924$44,301$84,497
Office Expenses$10,634$39,645$5,794$56,073
Advertising$38,492$5,174$7,760$51,426
Insurance$30,907$5,795$1,932$38,634
Fees for Services Other-$26,139-$26,139
Pension Plan Contributions$15,489$4,334$732$20,555
Interest$16,662$882$106$17,650
Fees for Services Accounting-$17,500-$17,500
Fees for Services Legal-$8,020-$8,020
Total Functional Expenses$2,755,730$699,519$155,722$3,610,971

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,611,281
Expenses per Audited Statements$3,610,971
Total Expenses per Form 990$3,610,971
Expenses Not Reported on Form 990$310
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$135,924
Fundraising Direct Expenses$73,909
Gaming Gross Income$9,000
Gaming Direct Expenses$6,908
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$180,208$112,958$32,254$80,704
Winter Faire$22,966$22,966$13,235$9,731
Total Events$203,174$135,924$73,909$62,015
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$450,890$321,048▼ $129,842
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Class Funds$75,034

Bond Issues

BondIssuerIssuedIssue PricePurpose
AOregon Facilities Authority2011-03-30$2,600,000Building annex renovations and refinancing existing loan

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 11B

“The form 990 is reviewed and signed by the board treasurer on the behalf of the board of trustees.”

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

“In september of each year the board secretary obtains written disclosures of conflicts of interest or statements attesting that there are none from every member of the board of trustees. These statements are filed with the records of the year's activities.”

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

“The head of school's salary is set by the board of trustees. The head of school has a 3 year contract with the school. The board confirmed that the recommended range was within the amounts paid by other similar independent schools. This work was confirmed by a compensation committee whose findings indicated that, if anything, all management salaries were below market. The other management personnel's salaries are set by the head of school according to the board's guidelines. No employee's salary meets the definition of a "key employee."”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Western Valley Waldorf Association
EIN
91-1828325
Phone
5032451477
Address
3030 SW 2ND AVENUE, PORTLAND, OR 97201

Signing Officer

Name
Don Hays
Title
Board Treasurer
Phone
5032451477
Signed
2018-11-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brewster Crosby
Formed
1997
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
85
Volunteers
150

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year”

Financial Statement Notes

PART II, LINE 9:

“Our only conservation easement consists of our main building being designated an historic building by the national register of historic landmarks.”

PART X, LINE 2:

“The association follows the provisions of fasb asc topic accounting for uncertainty in income taxes. Management has evaluated the association's tax positions and concluded that there are no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this topic.”

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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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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/TitleTxt15HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt067250
IRS990/FundraisingDirectExpensesAmt073909
IRS990/FundraisingGrossIncomeAmt0135924
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt06908
IRS990/GamingGrossIncomeAmt09000
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03924711
IRS990/GrossRentsGrp/RealAmt021646
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01932
IRS990/InsuranceGrp/ManagementAndGeneralAmt05795
IRS990/InsuranceGrp/ProgramServicesAmt030907
IRS990/InsuranceGrp/TotalAmt038634
IRS990/InterestGrp/FundraisingAmt0106
IRS990/InterestGrp/ManagementAndGeneralAmt0882
IRS990/InterestGrp/ProgramServicesAmt016662
IRS990/InterestGrp/TotalAmt017650
IRS990/InvestmentIncomeGrp/ExclusionAmt05209
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05209
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01830007
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05695808
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05538140
IRS990/LandBldgEquipCostOrOtherBssAmt07368147
IRS990/LegalDomicileStateCd0OR
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0450890
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0321048
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING WALDORF EDUCATION IN PORTLAND FOR CHILDREN FROM PRESCHOOL THROUGH EIGHTH GRADE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02195958
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02102351
IRS990/NetAssetsOrFundBalancesBOYAmt02640661
IRS990/NetAssetsOrFundBalancesEOYAmt02873584
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt062015
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt062015
IRS990/NetIncomeFromGamingGrp/ExclusionAmt02092
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt02092
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt021646
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt021646
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt040183
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01894
IRS990/OccupancyGrp/ManagementAndGeneralAmt015787
IRS990/OccupancyGrp/ProgramServicesAmt0298051
IRS990/OccupancyGrp/TotalAmt0315732
IRS990/OfficeExpensesGrp/FundraisingAmt05794
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039645
IRS990/OfficeExpensesGrp/ProgramServicesAmt010634
IRS990/OfficeExpensesGrp/TotalAmt056073
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07729
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt045750
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0163512
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0216991
IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc1STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt04579
IRS990/OtherExpensesGrp/FundraisingAmt144301
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024647
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt123924
IRS990/OtherExpensesGrp/ProgramServicesAmt0181218
IRS990/OtherExpensesGrp/ProgramServicesAmt197060
IRS990/OtherExpensesGrp/ProgramServicesAmt216272
IRS990/OtherExpensesGrp/TotalAmt0181218
IRS990/OtherExpensesGrp/TotalAmt1126286
IRS990/OtherExpensesGrp/TotalAmt284497
IRS990/OtherLiabilitiesGrp/BOYAmt056621
IRS990/OtherLiabilitiesGrp/EOYAmt075034
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt06778
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06778
IRS990/OtherRevenueTotalAmt06778
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt069232
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0409820
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01464719
IRS990/OtherSalariesAndWagesGrp/TotalAmt01943771
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt015258
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt013258
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06775
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt040102
IRS990/PayrollTaxesGrp/ProgramServicesAmt0143326
IRS990/PayrollTaxesGrp/TotalAmt0190203
IRS990/PensionPlanContributionsGrp/FundraisingAmt0732
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04334
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015489
IRS990/PensionPlanContributionsGrp/TotalAmt020555
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02463
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01175
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt068304
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt067799
IRS990/PrincipalOfficerNm0BREWSTER CROSBY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2EXTENDED CARE AND BREA
IRS990/ProgramServiceRevenueGrp/Desc3FACILITY RENTAL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03246673
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1198715
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt255316
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03246673
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1198715
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt255316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35300
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0191731
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04818
IRS990/PYOtherExpensesAmt01006110
IRS990/PYOtherRevenueAmt0110448
IRS990/PYProgramServiceRevenueAmt03303748
IRS990/PYRevenuesLessExpensesAmt0398999
IRS990/PYSalariesCompEmpBnftPaidAmt02205636
IRS990/PYTotalExpensesAmt03211746
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03610745
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0232923
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt021646
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03506004
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0893550
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0859724
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt05076089
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01593412
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06669501
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0310
IRS990ScheduleD/DonatedServicesUseFcltsAmt0310
IRS990ScheduleD/EquipmentGrp/BookValueAmt073429
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0236595
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0310024
IRS990ScheduleD/ExpensesNotReportedAmt0310
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03610971
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0388622
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0388622
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt075034
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLASS FUNDS
IRS990ScheduleD/RevenueNotReportedAmt0310
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,658,961
Liabilities
$3,785,377
Net assets
$2,873,584
Revenue
$3,843,894
Expenses
$3,610,971
Net income
$232,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.82$3.43$4.38$4.85$4.45$0.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.14$3.17$3.97$4.03$3.96$0.07
2022Detailed filing. Detailed filing data is available for this year.$7.08$3.17$3.91$4.52$3.87$0.65
2021Detailed filing. Detailed filing data is available for this year.$7.17$3.91$3.26$3.81$3.64$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$3.73$3.09$3.52$3.47$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.59$3.55$3.04$3.59$3.42$0.17
2018Detailed filing. Detailed filing data is available for this year.$6.66$3.79$2.87$3.84$3.61$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$4.22$2.64$3.61$3.21$0.40
2016Detailed filing. Detailed filing data is available for this year.$6.83$4.59$2.24$3.33$2.95$0.37
2015Detailed filing. Detailed filing data is available for this year.$6.75$4.88$1.87$3.16$2.80$0.37
2014Detailed filing. Detailed filing data is available for this year.$6.41$4.90$1.50$2.95$2.60$0.35
2013Summary only. Only limited summary data is available for this year.$6.32$5.17$1.15$2.75$2.70$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.15$5.05$1.10$2.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$5.25$0.84$2.00