Civic Intelligence

The Waverly School

990 • Fiscal year 2016 • EIN 95-4869859

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 12, 2017

Organization Profilewww.thewaverlyschool.org

View Organization Page

67 West Bellevue DrivePasadena, CA 91105

(626) 792-5940

Siviq Scores

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

Liabilities / Assets

85th percentile

0.77x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.73x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

56th percentile

3.8%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$219,786

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

52nd percentile

1.9%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

10%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$5,757,192

Up $109,600 (+1.9%) from 2015

Net Assets

Up

$1,309,758

Up $230,285 (+21%) from 2015

Liabilities

Down

$4,447,434

Down $120,685 (-2.6%) from 2015

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin56th percentile

Revenue

Up

$6,090,425

Up $565,982 (+10%) from 2015

Expenses

Up

$5,860,140

Up $381,469 (+7.0%) from 2015

Net Income

Up

$230,285

Up $184,513 (+403%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $5,470,121Liabilities 2011: $4,715,084Net Assets 2011: $755,0372011Assets 2012: $5,605,416Liabilities 2012: $4,361,186Net Assets 2012: $1,244,2302012Assets 2013: $5,242,886Liabilities 2013: $4,260,499Net Assets 2013: $982,3872013Assets 2014: $5,361,399Liabilities 2014: $4,327,698Net Assets 2014: $1,033,7012014Assets 2015: $5,647,592Liabilities 2015: $4,568,119Net Assets 2015: $1,079,4732015Assets 2016: $5,757,192Liabilities 2016: $4,447,434Net Assets 2016: $1,309,7582016Assets 2017: $6,258,407Liabilities 2017: $4,472,214Net Assets 2017: $1,786,1932017Assets 2018: $6,771,796Liabilities 2018: $4,790,516Net Assets 2018: $1,981,2802018Assets 2019: $13,410,064Liabilities 2019: $10,652,780Net Assets 2019: $2,757,2842019Assets 2020: $14,646,257Liabilities 2020: $11,848,848Net Assets 2020: $2,797,4092020Assets 2021: $15,281,189Liabilities 2021: $12,443,638Net Assets 2021: $2,837,5512021Assets 2022: $15,060,172Liabilities 2022: $12,089,501Net Assets 2022: $2,970,6712022Assets 2023: $19,783,720Liabilities 2023: $12,831,512Net Assets 2023: $6,952,2082023Assets 2024: $18,542,402Liabilities 2024: $12,288,330Net Assets 2024: $6,254,0722024

Highlighted filing

2016

Assets$5,757,192
Liabilities$4,447,434
Net Assets$1,309,758
Open 2016 Filing

Operations Trend

Revenue Growth68th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,784,706Expenses 2011: $4,913,848Net Income 2011: -$129,1422011Revenue 2012: $5,158,367Expenses 2012: $4,669,174Net Income 2012: $489,1932012Revenue 2013: $4,942,964Expenses 2013: $5,204,980Net Income 2013: -$262,0162013Revenue 2014: $5,347,456Expenses 2014: $5,296,142Net Income 2014: $51,3142014Revenue 2015: $5,524,443Expenses 2015: $5,478,671Net Income 2015: $45,7722015Revenue 2016: $6,090,425Expenses 2016: $5,860,140Net Income 2016: $230,2852016Revenue 2017: $8,789,521Expenses 2017: $8,313,086Net Income 2017: $476,4352017Revenue 2018: $8,945,873Expenses 2018: $8,750,786Net Income 2018: $195,0872018Revenue 2019: $10,583,557Expenses 2019: $9,807,553Net Income 2019: $776,0042019Revenue 2020: $9,365,839Expenses 2020: $9,325,714Net Income 2020: $40,1252020Revenue 2021: $10,274,339Expenses 2021: $10,204,782Net Income 2021: $69,5572021Revenue 2022: $11,218,445Expenses 2022: $10,721,944Net Income 2022: $496,5012022Revenue 2023: $14,863,369Expenses 2023: $10,881,832Net Income 2023: $3,981,5372023Revenue 2024: $11,415,464Expenses 2024: $12,113,600Net Income 2024: -$698,1362024

Highlighted filing

2016

Revenue$6,090,425
Expenses$5,860,140
Net Income$230,285
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 12, 2017
Return Version
2015v3.0
Gross Receipts
$6,126,632
Mission and Program Overview

Mission

The Waverly school is a nonsectarian, coeducational, college preparatory progressive day school that spans preschool through high school. Waverly is fully accredited by the Western Association of School and Colleges and the California Association of Independent Schools. The school promotes, confident, curious, resourceful learners who demonstrate intellectual engagement, critical and creative thinking, respect for individual differences, and a strong sense of personal and social responsibility.

To educate children from kindergarten to twelfth grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,837,298$3,736,323▼ $100,975
Cash and Non-Interest-Bearing Accounts$1,543,339$1,861,798▲ $318,459
Accounts Receivable$59,309$48,816▼ $10,493
Prepaid Expenses and Deferred Charges$49,311$42,738▼ $6,573
Pledges and Grants Receivable$121,625$31,625▼ $90,000
Savings and Temporary Cash Investments$15,979$15,161▼ $818
Total Assets$5,647,592$5,757,192▲ $109,600
Other Assets Total$20,731$20,731→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,409,727$2,345,860▼ $63,867
Deferred Revenue$1,893,066$1,825,767▼ $67,299
Accounts Payable and Accrued Expenses$265,326$275,807▲ $10,481
Total Liabilities$4,568,119$4,447,434▼ $120,685
Net Assets / Fund Balance
Unrestricted Net Assets$957,848$1,278,133▲ $320,285
Temporarily Rstr Net Assets$121,625$31,625▼ $90,000
Total Net Assets Fund Balance$1,079,473$1,309,758▲ $230,285
Total Liabilities and Net Assets / Fund Balance$5,647,592$5,757,192▲ $109,600

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,119,314$621,822$2,741,136
Land$1,440,000-$1,440,000
Leasehold Improvements$145,215$286,691$431,906
Equipment$30,556$242,141$272,697
Other Land Buildings$1,238$217,656$218,894
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi JohnsonHead of SchoolFT$195,810$23,976$219,786
Jason GottliebAssistant Head of SchoolFT$100,266$7,689$107,955
Tracey FissBusiness ManagerFT$71,934$4,453$76,387

Board Members and Trustees

NameTitle
Max DarnellChair
Tammy DarnellWPO President
Emily StadnickiVice Chair
Ashley PostlewaiteBoard member
Debbie LennonBoard member
Ellen GreenstoneBoard member
John JuarezBoard member
Mark WoodsmallBoard member
Michael DeanBoard member
Michael HigginsBoard member
Rick SternfeldBoard member
Susan LofgrenBoard member
Wendy LopataBoard member
Pat LeawprasertSecretary
Joanne TollTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$402,023
Program Service Revenue
$5,533,126
Investment Income
$52
Other Revenue
$155,224
All Other Contributions
$259,839
Change in Net Assets
$230,285

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,090,425
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,090,425
Total Revenue per Form 990
$6,090,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,830,628
Other Expenses$2,029,512
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,747,716$128,103-$2,875,819
Occupancy$678,016$47,148-$725,164
Current Officers, Directors, Trustees, and Key Employees$230,041$87,408-$317,449
Other Employee Benefits$266,037$14,725-$280,762
Payroll Taxes$230,938$16,059-$246,997
Depreciation Depletion$109,977$7,648-$117,625
Interest-$117,304-$117,304
Pension Plan Contributions$106,836$2,765-$109,601
All Other Expenses$94,617$4,249-$98,866
Fees for Services Other-$88,948-$88,948
Insurance$82,553$5,741-$88,294
Other Expenses$69,284$4,818-$74,102
Office Expenses$32,304$2,246-$34,550
Fees for Services Accounting-$24,539-$24,539
Conferences and Meetings$8,876$617-$9,493
Fees for Services Legal-$4,622-$4,622
Advertising$583$41-$624
Travel$47$3-$50
Total Functional Expenses$5,288,694$571,446$0$5,860,140

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,860,140
Total Expenses per Audited Statements$5,860,140
Total Expenses per Form 990$5,860,140
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$36,207
Fundraising Gross Income$36,207
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$109,703$23,673$15,826$7,847
Jog a thon$27,067$2,417$1,803$614
Total Events$178,391$36,207$36,207$0
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 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 A, line 2

“Heidi Johnson, Head of School is married to Dan Bowen, High School History Teacher - Family relationship.”

Form 990, Part VI, Section A, line 7A

“The Board of Directors chooses new board members.”

Form 990, Part VI, Section B, line 11

“The Board's Treasurer is responsible for reviewing the draft information returns with the Head of School and the preparer prior to filing. A copy of the Form 990 is provided to all Board Members before filing. The Finance Committee reviews the return in detail at its next regularly scheduled meeting, either before or after filing. The Treasurer signs the Form 990.”

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

“At various board meetings throughout the year, conflict of interest is brought up and discussed. If any changes need to be made to the forms it is done at the meeting. New Trustees complete an extensive Board Orientation, including a Waverly Board Guidebook that further delineates how the Board discloses and manages possible or actual conflicts of interest.”

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

“The Head of School's (Chief Executive) compensation was determined by a review of the Board's Compensation Committee. The members of the committee were free of conflicts of interest and met the IRC requirements. The Head of School was not a member of the Committee and was not present for any of the committee discussions. The review was done using comparabliity data for similar organizations. This data was comprised of compensation information obtained via review of publicly available documents for Heads of School for non-profit schools in the San Gabriel Vallely and adjacent locations in the San Fernando Valley. The recommendations of the Compensation Committee were reviewed and approved by the Board of Directors in an Executive Session which exclulded the Head of School. The Head of School was not present for deliberations or for the vote. Contemporaneous documentation of the deliberation and decision was maintained as part of the Board's minutes of its executive session. 15(b) is marked NO as there are no key employees that meet the IRS definition.”

Form 990, Part VI, Section C, line 19

“The governing documents, financial statements and tax returns are available upon request at the school during normal business hours.”

Filing and Contact Details

Filer

Filer Name
The Waverly School
EIN
95-4869859
Phone
6267925940
Address
67 West Bellevue Drive, Pasadena, CA 91105

Signing Officer

Name
Heidi Johnson
Title
Head of School
Phone
6267925940
Signed
2017-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Johnson
Formed
2001
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
15
Employees
81
Volunteers
15

Preparer

Firm
Harrington Group CPAs LLP
Address
234 East Colorado Blvd Suite M150, Pasadena, CA 91101
Preparer
Tonetta L Conner CPA
Phone
6264036801
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“Waverly is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Waverly in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Waverly's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.”

Raw XML AppendixShowing 400 of 604 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.

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IRS990/Desc0The Waverly School is a non-profit, educational institution, serving children from young kindergarten through twelfth grade. The current whole school enrollment is 323 students. Families who chose The Waverly School come from diverse backgrounds in terms of their ethnicity, culture, socioeconomic status, profession and educational attainment level.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Heidi Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm1Max Darnell
IRS990/Form990PartVIISectionAGrp/PersonNm2Emily Stadnicki
IRS990/Form990PartVIISectionAGrp/PersonNm3Joanne Toll
IRS990/Form990PartVIISectionAGrp/PersonNm4Pat Leawprasert
IRS990/Form990PartVIISectionAGrp/PersonNm5Tammy Darnell
IRS990/Form990PartVIISectionAGrp/PersonNm6Michael Dean
IRS990/Form990PartVIISectionAGrp/PersonNm7Ellen Greenstone
IRS990/Form990PartVIISectionAGrp/PersonNm8Michael Higgins
IRS990/Form990PartVIISectionAGrp/PersonNm9John Juarez
IRS990/Form990PartVIISectionAGrp/PersonNm10Debbie Lennon
IRS990/Form990PartVIISectionAGrp/PersonNm11Susan Lofgren
IRS990/Form990PartVIISectionAGrp/PersonNm12Wendy Lopata
IRS990/Form990PartVIISectionAGrp/PersonNm13Ashley Postlewaite
IRS990/Form990PartVIISectionAGrp/PersonNm14Rick Sternfeld
IRS990/Form990PartVIISectionAGrp/PersonNm15Mark Woodsmall
IRS990/Form990PartVIISectionAGrp/PersonNm16Tracey Fiss
IRS990/Form990PartVIISectionAGrp/PersonNm17Jason Gottlieb
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1671934
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17100266
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5WPO President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Business Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt17Assistant Head of School
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0142184
IRS990/FundraisingDirectExpensesAmt036207
IRS990/FundraisingGrossIncomeAmt036207
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06126632
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05741
IRS990/InsuranceGrp/ProgramServicesAmt082553
IRS990/InsuranceGrp/TotalAmt088294
IRS990/InterestGrp/ManagementAndGeneralAmt0117304
IRS990/InterestGrp/TotalAmt0117304
IRS990/InvestmentIncomeGrp/ExclusionAmt052
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01368310
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03837298
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03736323
IRS990/LandBldgEquipCostOrOtherBssAmt05104633
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt014653
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt014653
IRS990/MissionDesc0The Waverly school is a nonsectarian, coeducational, college preparatory progressive day school that spans young kindergarten through high school. Waverly is fully accredited by the Western Association of School and Colleges and the California Association of Independent Schools. The school promotes, confident, curious, resourceful learners who demonstrate intellectual engagement, critical and creative thinking, respect for individual differences, and a strong sense of personal and social responsibility.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02409727
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02345860
IRS990/NetAssetsOrFundBalancesBOYAmt01079473
IRS990/NetAssetsOrFundBalancesEOYAmt01309758
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt047148
IRS990/OccupancyGrp/ProgramServicesAmt0678016
IRS990/OccupancyGrp/TotalAmt0725164
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02246
IRS990/OfficeExpensesGrp/ProgramServicesAmt032304
IRS990/OfficeExpensesGrp/TotalAmt034550
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020731
IRS990/OtherAssetsTotalGrp/EOYAmt020731
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014725
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0266037
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0280762
IRS990/OtherExpensesGrp/Desc0Program expenses
IRS990/OtherExpensesGrp/Desc1Repairs and maintenance
IRS990/OtherExpensesGrp/Desc2Contract labor
IRS990/OtherExpensesGrp/Desc3Bank charges and fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08490
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15972
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24818
IRS990/OtherExpensesGrp/ProgramServicesAmt0422896
IRS990/OtherExpensesGrp/ProgramServicesAmt1122086
IRS990/OtherExpensesGrp/ProgramServicesAmt285887
IRS990/OtherExpensesGrp/ProgramServicesAmt369284
IRS990/OtherExpensesGrp/TotalAmt0422896
IRS990/OtherExpensesGrp/TotalAmt1130576
IRS990/OtherExpensesGrp/TotalAmt291859
IRS990/OtherExpensesGrp/TotalAmt374102
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Field Trips
IRS990/OtherRevenueMiscGrp/Desc1Sports
IRS990/OtherRevenueMiscGrp/Desc2Summer School
IRS990/OtherRevenueMiscGrp/ExclusionAmt0102018
IRS990/OtherRevenueMiscGrp/ExclusionAmt122903
IRS990/OtherRevenueMiscGrp/ExclusionAmt215650
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0102018
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt122903
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt215650
IRS990/OtherRevenueTotalAmt0155224
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0128103
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02747716
IRS990/OtherSalariesAndWagesGrp/TotalAmt02875819
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016059
IRS990/PayrollTaxesGrp/ProgramServicesAmt0230938
IRS990/PayrollTaxesGrp/TotalAmt0246997
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02765
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0106836
IRS990/PensionPlanContributionsGrp/TotalAmt0109601
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0121625
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt031625
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt049311
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042738
IRS990/PrincipalOfficerNm0Heidi Johnson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0Tuition Fees
IRS990/ProgramServiceRevenueGrp/Desc1Enrollment Fees
IRS990/ProgramServiceRevenueGrp/Desc2Service Fees
IRS990/ProgramServiceRevenueGrp/Desc3Application/New Family
IRS990/ProgramServiceRevenueGrp/Desc4Summer Art camp
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04822871
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1452394
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt298109
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt382089
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt461945
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04822871
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1452394
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt298109
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt382089
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt461945
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0388910
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0321
IRS990/PYOtherExpensesAmt01825457
IRS990/PYOtherRevenueAmt0146529
IRS990/PYProgramServiceRevenueAmt04988683
IRS990/PYRevenuesLessExpensesAmt045772
IRS990/PYSalariesCompEmpBnftPaidAmt03653214
IRS990/PYTotalExpensesAmt05478671
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05524443
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd01
IRS990/ReconcilationRevenueExpnssAmt0230285
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05533126
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015979
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015161
IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,757,192
Liabilities
$4,447,434
Net assets
$1,309,758
Revenue
$6,090,425
Expenses
$5,860,140
Net income
$230,285
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$12.3$6.25$11.4$12.1$0.70
2023Summary only. Only limited summary data is available for this year.$19.8$12.8$6.95$14.9$10.9$3.98
2022Summary only. Only limited summary data is available for this year.$15.1$12.1$2.97$11.2$10.7$0.50
2021Summary only. Only limited summary data is available for this year.$15.3$12.4$2.84$10.3$10.2$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$11.8$2.80$9.37$9.33$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$10.7$2.76$10.6$9.81$0.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$4.79$1.98$8.95$8.75$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$4.47$1.79$8.79$8.31$0.48
2016Detailed filing. Detailed filing data is available for this year.$5.76$4.45$1.31$6.09$5.86$0.23
2015Detailed filing. Detailed filing data is available for this year.$5.65$4.57$1.08$5.52$5.48$0.05
2014Summary only. Only limited summary data is available for this year.$5.36$4.33$1.03$5.35$5.30$0.05
2013Summary only. Only limited summary data is available for this year.$5.24$4.26$0.98$4.94$5.20$0.26
2012Summary only. Only limited summary data is available for this year.$5.61$4.36$1.24$5.16$4.67$0.49
2011Summary only. Only limited summary data is available for this year.$5.47$4.72$0.76$4.78$4.91$0.13