Civic Intelligence

Southwestern Academy

990 • Fiscal year 2018 • EIN 95-2151023

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 13, 2019

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

49th percentile

0.20x

Higher debt load relative to assets than 49% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.73x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

63rd percentile

7.4%

Higher net margin than 63% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$92,854

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-3.6%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$21,841,833

Down $72,277 (-0.3%) from 2017

Net Assets

Up

$17,376,736

Up $396,982 (+2.3%) from 2017

Liabilities

Down

$4,465,097

Down $469,259 (-9.5%) from 2017

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin63rd percentile

Revenue

Down

$6,123,971

Down $227,416 (-3.6%) from 2017

Expenses

Up

$5,670,864

Up $194,707 (+3.6%) from 2017

Net Income

Down

$453,107

Down $422,123 (-48%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2018

Assets$21,841,833
Liabilities$4,465,097
Net Assets$17,376,736
Open 2018 Filing

Operations Trend

Revenue Growth27th 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

2018

Revenue$6,123,971
Expenses$5,670,864
Net Income$453,107
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 13, 2019
Return Version
2017v2.2
Gross Receipts
$6,123,971
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$10,387,859$11,154,479▲ $766,620
Investments in Publicly Traded Securities$9,166,887$9,492,088▲ $325,201
Cash and Non-Interest-Bearing Accounts$2,164,406$1,122,629▼ $1,041,777
Savings and Temporary Cash Investments$194,958$72,637▼ $122,321
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$21,914,110$21,841,833▼ $72,277
Other Assets Total-$0-
Liabilities
Deferred Revenue$4,934,356$4,465,097▼ $469,259
Total Liabilities$4,934,356$4,465,097▼ $469,259
Net Assets / Fund Balance
Unrestricted Net Assets$16,979,754$17,376,736▲ $396,982
Total Net Assets Fund Balance$16,979,754$17,376,736▲ $396,982
Total Liabilities and Net Assets / Fund Balance$21,914,110$21,841,833▼ $72,277

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,920,225-$5,920,225
Leasehold Improvements$4,086,601$591,070$4,677,671
Buildings$674,526$1,298,882$1,973,408
Other Land Buildings$392,557$934,610$1,327,167
Equipment$80,570$353,846$434,416
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Russ OsmonsonDeanFT$92,854$92,854
Jack LeydenCampus HeadFT$91,885$91,885
Robin JarchowDeanFT$88,474$88,474
Charles ThomasBusiness ManageFT$76,860$76,860
Toby HooperDirector of OpsFT$75,237$75,237
Louis PulgencioDIRECTOR INT'LFT$69,375$69,375
Kenneth VerondaHeadmaster/CEOFT$65,250$65,250
Brian ShriwiseRegistrarFT$63,385$63,385

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
$4,730
Program Service Revenue
$5,736,048
Investment Income
$357,224
Other Revenue
$25,969
All Other Contributions
$4,730
Change in Net Assets
$453,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,847,769
Other Expenses$1,823,095
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,546,069--$2,546,069
Current Officers, Directors, Trustees, and Key Employees$623,320--$623,320
Other Employee Benefits$347,138--$347,138
All Other Expenses$326,030--$326,030
Payroll Taxes$252,691--$252,691
Depreciation Depletion$232,241--$232,241
Insurance$177,812--$177,812
Other Expenses$168,278--$168,278
Fees for Services Other$85,414--$85,414
Pension Plan Contributions$78,551--$78,551
Fees for Service Investment Mgmnt Fees$50,215--$50,215
Office Expenses$49,842--$49,842
Information Technology$25,282--$25,282
Fees for Services Accounting$13,600--$13,600
Conferences and Meetings$13,330--$13,330
Total Functional Expenses$5,670,864$0$0$5,670,864
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
2019-07-13
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
74
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/TitleTxt2Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER/TRUST
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9CAMPUS HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt10DEAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11DEAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12BUSINESS MANAGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF OPS
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR INT'L
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IRS990/InformationTechnologyGrp/TotalAmt025282
IRS990/InsuranceGrp/ProgramServicesAmt0177812
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt09492088
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt011154479
IRS990/LandBldgEquipCostOrOtherBssAmt014332887
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
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/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/TotalAmt049842
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0347138
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IRS990/OtherExpensesGrp/ProgramServicesAmt1178306
IRS990/OtherExpensesGrp/ProgramServicesAmt2176326
IRS990/OtherExpensesGrp/ProgramServicesAmt3168278
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IRS990/OtherExpensesGrp/TotalAmt1178306
IRS990/OtherExpensesGrp/TotalAmt2176326
IRS990/OtherExpensesGrp/TotalAmt3168278
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/Desc0REBATES/REFUNDS
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IRS990/OtherRevenueTotalAmt025969
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02546069
IRS990/OtherSalariesAndWagesGrp/TotalAmt02546069
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0252691
IRS990/PayrollTaxesGrp/TotalAmt0252691
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt078551
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0KENNETH VERONDA
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt013988
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0161515
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IRS990/PYOtherRevenueAmt035616
IRS990/PYProgramServiceRevenueAmt06140268
IRS990/PYRevenuesLessExpensesAmt0875230
IRS990/PYSalariesCompEmpBnftPaidAmt03605804
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt072637
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01298882
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01973408
IRS990ScheduleD/EquipmentGrp/BookValueAmt080570
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0353846
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0434416
IRS990ScheduleD/LandGrp/BookValueAmt05920225
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05920225
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04086601
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0591070
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04677671
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0392557
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0934610
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01327167
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011154479
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$21,841,833
Liabilities
$4,465,097
Net assets
$17,376,736
Revenue
$6,123,971
Expenses
$5,670,864
Net income
$453,107
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
2018Detailed filing. Detailed filing data is available for this year.$21.8$4.47$17.4$6.12$5.67$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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