Civic Intelligence

Southwestern Academy

990 • Fiscal year 2017 • EIN 95-2151023

Sep 01, 2016 to Aug 31, 2017 • Filed on Feb 01, 2018

Organization ProfileWWW.SOUTHWESTERNACADEMY.EDU

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2800 Monterey RdSan Marino, CA 91108

(626) 799-5010

Siviq Scores

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

Liabilities / Assets

51st percentile

0.23x

Higher debt load relative to assets than 51% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.78x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$93,130

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-0.9%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$21,914,110

Up $4,778,042 (+28%) from 2016

Net Assets

Down

$16,979,754

Down $156,314 (-0.9%) from 2016

Liabilities

Up

$4,934,356

Up $4,934,356 from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin73rd percentile

Revenue

Down

$6,351,387

Down $54,736 (-0.9%) from 2016

Expenses

Up

$5,476,157

Up $381,890 (+7.5%) from 2016

Net Income

Down

$875,230

Down $436,626 (-33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$30M$20M$10M$0Assets 2011: $12,241,837Liabilities 2011: $0Net Assets 2011: $12,241,8372011Assets 2012: $12,998,272Liabilities 2012: $0Net Assets 2012: $12,998,2722012Assets 2013: $14,014,084Liabilities 2013: $0Net Assets 2013: $14,014,0842013Assets 2014: $14,921,907Liabilities 2014: $0Net Assets 2014: $14,921,9072014Assets 2015: $15,824,212Liabilities 2015: $0Net Assets 2015: $15,824,2122015Assets 2016: $17,136,068Liabilities 2016: $0Net Assets 2016: $17,136,0682016Assets 2017: $21,914,110Liabilities 2017: $4,934,356Net Assets 2017: $16,979,7542017Assets 2018: $21,841,833Liabilities 2018: $4,465,097Net Assets 2018: $17,376,7362018Assets 2019: $24,239,369Liabilities 2019: $3,755,318Net Assets 2019: $20,484,0512019Assets 2020: $24,823,103Liabilities 2020: $4,636,110Net Assets 2020: $20,186,9932020Assets 2021: $24,648,530Liabilities 2021: $4,173,832Net Assets 2021: $20,474,6982021Assets 2022: $22,116,238Liabilities 2022: $3,167,300Net Assets 2022: $18,948,9382022Assets 2023: $22,362,620Liabilities 2023: $3,818,848Net Assets 2023: $18,543,7722023Assets 2024: $23,021,440Liabilities 2024: $4,390,704Net Assets 2024: $18,630,7362024

Highlighted filing

2017

Assets$21,914,110
Liabilities$4,934,356
Net Assets$16,979,754
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,618,321Expenses 2011: $4,237,227Net Income 2011: $381,0942011Revenue 2012: $5,432,109Expenses 2012: $4,675,375Net Income 2012: $756,7342012Revenue 2013: $6,003,547Expenses 2013: $4,987,735Net Income 2013: $1,015,8122013Revenue 2014: $5,761,206Expenses 2014: $4,853,383Net Income 2014: $907,8232014Revenue 2015: $6,094,573Expenses 2015: $5,192,278Net Income 2015: $902,2952015Revenue 2016: $6,406,123Expenses 2016: $5,094,267Net Income 2016: $1,311,8562016Revenue 2017: $6,351,387Expenses 2017: $5,476,157Net Income 2017: $875,2302017Revenue 2018: $6,123,971Expenses 2018: $5,670,864Net Income 2018: $453,1072018Revenue 2019: $9,214,863Expenses 2019: $5,716,540Net Income 2019: $3,498,3232019Revenue 2020: $4,414,154Expenses 2020: $4,956,868Net Income 2020: -$542,7142020Revenue 2021: $3,127,258Expenses 2021: $3,729,411Net Income 2021: -$602,1532021Revenue 2022: $3,354,538Expenses 2022: $3,667,288Net Income 2022: -$312,7502022Revenue 2023: $3,657,192Expenses 2023: $4,025,008Net Income 2023: -$367,8162023Revenue 2024: $3,618,528Expenses 2024: $4,061,362Net Income 2024: -$442,8342024

Highlighted filing

2017

Revenue$6,351,387
Expenses$5,476,157
Net Income$875,230
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Feb 1, 2018
Return Version
2016v3.0
Gross Receipts
$6,351,387
Mission and Program Overview

Mission

Southwestern academy is a coeducational college preparatory boarding/day school, for grades 6 - 12, with two campuses - one in san marino, california, and the other in rimrock, arizona.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,902,864$10,387,859▲ $484,995
Investments in Publicly Traded Securities$8,406,813$9,166,887▲ $760,074
Cash and Non-Interest-Bearing Accounts$2,368,512$2,164,406▼ $204,106
Savings and Temporary Cash Investments$278,171$194,958▼ $83,213
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$20,956,360$21,914,110▲ $957,750
Other Assets Total-$0-
Liabilities
Deferred Revenue$5,101,064$4,934,356▼ $166,708
Other Liabilities$7,595--
Total Liabilities$5,108,659$4,934,356▼ $174,303
Net Assets / Fund Balance
Unrestricted Net Assets$15,847,701$16,979,754▲ $1,132,053
Total Net Assets Fund Balance$15,847,701$16,979,754▲ $1,132,053
Total Liabilities and Net Assets / Fund Balance$20,956,360$21,914,110▲ $957,750

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,920,225-$5,920,225
Leasehold Improvements$3,192,430$486,380$3,678,810
Buildings$709,116$1,264,292$1,973,408
Other Land Buildings$453,806$873,361$1,327,167
Equipment$112,282$322,134$434,416
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Russ OsmonsonDeanFT$93,130$93,130
Jack LeydenCampus HeadFT$91,437$91,437
Robin JarchowDeanFT$90,380$90,380
Toby HooperDirector of OpsFT$87,480$87,480
Charles ThomasBusiness ManageFT$74,170$74,170
Louis PulgencioDIRECTOR INT'LFT$66,411$66,411
Brian ShriwiseRegistrarFT$62,568$62,568
Kenneth VerondaHeadmaster/CEOFT$62,150$62,150

Board Members and Trustees

NameTitle
Ave BortzTrustee
J L Mothershead IiiTrustee
Mary BolognaTrustee
Thomas MaimoneTrustee
Warren WeberTrustee
William BarryTrustee
Jon CrowleySecretary/trust
William BortzTreasurer/trust
Revenue and Support

Revenue Composition

Contributions and Grants
$13,988
Program Service Revenue
$6,140,268
Investment Income
$161,515
Other Revenue
$35,616
All Other Contributions
$13,988
Change in Net Assets
$875,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,605,804
Other Expenses$1,870,353
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$2,321,861--$2,321,861
Current Officers, Directors, Trustees, and Key Employees$627,726--$627,726
Other Employee Benefits$309,988--$309,988
All Other Expenses$287,057--$287,057
Payroll Taxes$242,273--$242,273
Depreciation Depletion$200,531--$200,531
Other Expenses$162,337--$162,337
Insurance$162,041--$162,041
Fees for Services Other$110,336--$110,336
Pension Plan Contributions$103,956--$103,956
Fees for Service Investment Mgmnt Fees$56,939--$56,939
Office Expenses$47,640--$47,640
Information Technology$23,388--$23,388
Conferences and Meetings$22,229--$22,229
Fees for Services Accounting$3,628--$3,628
Fees for Services Legal$3,471--$3,471
Total Functional Expenses$5,476,157$0$0$5,476,157
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Two directors are husband and wife.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Reviewed by governing body prior to filing”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Board of directors annualy reviews and approves salaries of all employees.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Hard copy of return available in the business office on site for inspection.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Southwestern Academy
EIN
95-2151023
Phone
6267995010
Address
2800 MONTEREY RD, SAN MARINO, CA 91108

Signing Officer

Name
Kenneth Veronda
Title
Headmaster/CEO
Signed
2018-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Veronda
Formed
1961
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
67
Volunteers
12

Preparer

Firm
Harvey & Parmelee LLP
Address
2511 Huntington Drive, San Marino, CA 91108
Preparer
Debi L Rhinehart
Phone
6267959376
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DEAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF OPS
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IRS990/MissionDesc0SOUTHWESTERN ACADEMY IS A COEDUCATIONAL COLLEGE PREPARATORY BOARDING/DAY SCHOOL, FOR GRADES 6 - 12, WITH TWO CAMPUSES - ONE IN SAN MARINO, CALIFORNIA, AND THE OTHER IN RIMROCK, ARIZONA.
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0242273
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0103956
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IRS990/PYContributionsGrantsAmt05799
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IRS990/PYInvestmentIncomeAmt0287789
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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01973408
IRS990ScheduleD/EquipmentGrp/BookValueAmt0112282
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0322134
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0434416
IRS990ScheduleD/LandGrp/BookValueAmt05920225
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,914,110
Liabilities
$4,934,356
Net assets
$16,979,754
Revenue
$6,351,387
Expenses
$5,476,157
Net income
$875,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.0$4.39$18.6$3.62$4.06$0.44
2023Summary only. Only limited summary data is available for this year.$22.4$3.82$18.5$3.66$4.03$0.37
2022Summary only. Only limited summary data is available for this year.$22.1$3.17$18.9$3.35$3.67$0.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$4.17$20.5$3.13$3.73$0.60
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$4.64$20.2$4.41$4.96$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$3.76$20.5$9.21$5.72$3.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$4.47$17.4$6.12$5.67$0.45
2017Detailed filing. Detailed filing data is available for this year.$21.9$4.93$17.0$6.35$5.48$0.88
2016Summary only. Only limited summary data is available for this year.$17.1$0.00$17.1$6.41$5.09$1.31
2015Summary only. Only limited summary data is available for this year.$15.8$0.00$15.8$6.09$5.19$0.90
2014Summary only. Only limited summary data is available for this year.$14.9$0.00$14.9$5.76$4.85$0.91
2013Summary only. Only limited summary data is available for this year.$14.0$0.00$14.0$6.00$4.99$1.02
2012Summary only. Only limited summary data is available for this year.$13.0$0.00$13.0$5.43$4.68$0.76
2011Summary only. Only limited summary data is available for this year.$12.2$0.00$12.2$4.62$4.24$0.38
Peer Organizations

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