Civic Intelligence

The Waverly School

990 • Fiscal year 2017 • EIN 95-4869859

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 09, 2018

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

84th percentile

0.71x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.51x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

58th percentile

5.4%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

81st percentile

$226,115

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$6,258,407

Up $501,215 (+8.7%) from 2016

Net Assets

Up

$1,786,193

Up $476,435 (+36%) from 2016

Liabilities

Up

$4,472,214

Up $24,780 (+0.6%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin58th percentile

Revenue

Up

$8,789,521

Up $2,699,096 (+44%) from 2016

Expenses

Up

$8,313,086

Up $2,452,946 (+42%) from 2016

Net Income

Up

$476,435

Up $246,150 (+107%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2017

Assets$6,258,407
Liabilities$4,472,214
Net Assets$1,786,193
Open 2017 Filing

Operations Trend

Revenue Growth86th 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

2017

Revenue$8,789,521
Expenses$8,313,086
Net Income$476,435
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 9, 2018
Return Version
2016v3.0
Gross Receipts
$8,843,438
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 preschool to twelfth grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,736,323$3,622,968▼ $113,355
Cash and Non-Interest-Bearing Accounts$1,861,798$2,401,865▲ $540,067
Accounts Receivable$48,816$113,548▲ $64,732
Prepaid Expenses and Deferred Charges$42,738$63,443▲ $20,705
Pledges and Grants Receivable$31,625$20,675▼ $10,950
Savings and Temporary Cash Investments$15,161$15,177▲ $16
Total Assets$5,757,192$6,258,407▲ $501,215
Other Assets Total$20,731$20,731→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,345,860$2,277,625▼ $68,235
Deferred Revenue$1,825,767$2,091,376▲ $265,609
Accounts Payable and Accrued Expenses$275,807$103,213▼ $172,594
Total Liabilities$4,447,434$4,472,214▲ $24,780
Net Assets / Fund Balance
Unrestricted Net Assets$1,278,133$1,492,948▲ $214,815
Temporarily Rstr Net Assets$31,625$293,245▲ $261,620
Total Net Assets Fund Balance$1,309,758$1,786,193▲ $476,435
Total Liabilities and Net Assets / Fund Balance$5,757,192$6,258,407▲ $501,215

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,049,029$692,107$2,741,136
Land$1,440,000-$1,440,000
Leasehold Improvements$117,214$314,692$431,906
Equipment$16,081$256,616$272,697
Other Land Buildings$644$218,250$218,894
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi JohnsonHead of SchoolFT$204,138$21,977$226,115
Jason GottliebAssistant Head of SchoolFT$129,792$14,513$144,305
Tracey FissBusiness ManagerFT$75,403$15,419$90,822

Board Members and Trustees

NameTitle
Rick SternfeldChair
Tammy DarnellWPO President
Emily StadnickiVice Chair
Ashley PostlewaiteBoard member
Debbie LennonBoard member
Ellen GreenstoneBoard member
Mark WoodsmallBoard member
Max DarnellBoard member
Michael DeanBoard member
Michael HigginsBoard member
Noah MayerBoard member
Susan LofgrenBoard member
Wendy LopataBoard member
Denise GrahamBoard member(term start 1/17)
Bianca PulitzerBoard member(term start 6/17)
Serita YoungBoard member(term start 6/17)
Pat LeawprasertSecretary
Joanne TollTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$706,293
Program Service Revenue
$7,877,219
Investment Income
$41
Other Revenue
$205,968
All Other Contributions
$598,280
Change in Net Assets
$476,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,979,015
Revenue Not Reported on Financial Statements
$1,810,506
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$1,810,506
Total Revenue per Audited Statements
$6,979,015
Total Revenue per Form 990
$8,789,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,251,797
Other Expenses$2,250,783
Grants and Similar Amounts Paid$1,810,506
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,054,908$192,029-$3,246,937
Grants to Domestic Individuals$1,810,506--$1,810,506
Occupancy$699,131$43,946-$743,077
Current Officers, Directors, Trustees, and Key Employees$320,668$20,157-$340,825
Other Employee Benefits$267,653$16,824-$284,477
Payroll Taxes$256,391$16,116-$272,507
All Other Expenses$142,330$3,184-$145,514
Fees for Services Other-$139,272-$139,272
Other Expenses$110,758$6,962-$117,720
Depreciation Depletion$109,609$6,890-$116,499
Interest-$113,225-$113,225
Pension Plan Contributions$100,720$6,331-$107,051
Insurance$83,250$5,233-$88,483
Office Expenses$32,447$2,040-$34,487
Fees for Services Accounting-$31,810-$31,810
Fees for Services Legal-$10,865-$10,865
Conferences and Meetings$6,825$429-$7,254
Advertising$3,614$227-$3,841
Total Functional Expenses$7,682,069$631,017$0$8,313,086

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,313,086
Expenses per Audited Statements$6,502,580
Total Expenses per Audited Statements$6,502,580
Expenses Not Reported on Financial Statements$1,810,506
Other Expense Adjustments$1,810,506
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$53,917
Fundraising Gross Income$53,917
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$72,213$16,911$16,911$0
Jog a thon$21,824$2,240$2,240$0
Total Events$161,930$53,917$53,917$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 11B

“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 Head of School 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
2018-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Johnson
Formed
2001
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
16
Employees
91
Volunteers
16

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.”

Part XI, Line 4B - Other Adjustments:

“Tuition assistance and remission 1,810,506.”

Part XII, Line 4B - Other Adjustments:

“Tuition assistance and remission 1,810,506.”

Raw XML AppendixShowing 400 of 644 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 preschool 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/PersonNm1Rick Sternfeld
IRS990/Form990PartVIISectionAGrp/PersonNm2Emily Stadnicki
IRS990/Form990PartVIISectionAGrp/PersonNm3Joanne Toll
IRS990/Form990PartVIISectionAGrp/PersonNm4Pat Leawprasert
IRS990/Form990PartVIISectionAGrp/PersonNm5Tammy Darnell
IRS990/Form990PartVIISectionAGrp/PersonNm6Max Darnell
IRS990/Form990PartVIISectionAGrp/PersonNm7Michael Dean
IRS990/Form990PartVIISectionAGrp/PersonNm8Denise Graham
IRS990/Form990PartVIISectionAGrp/PersonNm9Ellen Greenstone
IRS990/Form990PartVIISectionAGrp/PersonNm10Michael Higgins
IRS990/Form990PartVIISectionAGrp/PersonNm11Debbie Lennon
IRS990/Form990PartVIISectionAGrp/PersonNm12Susan Lofgren
IRS990/Form990PartVIISectionAGrp/PersonNm13Wendy Lopata
IRS990/Form990PartVIISectionAGrp/PersonNm14Noah Mayer
IRS990/Form990PartVIISectionAGrp/PersonNm15Ashley Postlewaite
IRS990/Form990PartVIISectionAGrp/PersonNm16Bianca Pulitzer
IRS990/Form990PartVIISectionAGrp/PersonNm17Mark Woodsmall
IRS990/Form990PartVIISectionAGrp/PersonNm18Serita Young
IRS990/Form990PartVIISectionAGrp/PersonNm19Tracey Fiss
IRS990/Form990PartVIISectionAGrp/PersonNm20Jason Gottlieb
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0204138
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1975403
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20129792
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
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(term start 1/17)
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/TitleTxt16Board member(term start 6/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board member(term start 6/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt19Business Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt20Assistant Head of School
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0108013
IRS990/FundraisingDirectExpensesAmt053917
IRS990/FundraisingGrossIncomeAmt053917
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt01810506
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01810506
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01810506
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt08843438
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05233
IRS990/InsuranceGrp/ProgramServicesAmt083250
IRS990/InsuranceGrp/TotalAmt088483
IRS990/InterestGrp/ManagementAndGeneralAmt0113225
IRS990/InterestGrp/TotalAmt0113225
IRS990/InvestmentIncomeGrp/ExclusionAmt041
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01481665
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03736323
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03622968
IRS990/LandBldgEquipCostOrOtherBssAmt05104633
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt010004
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt010004
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02345860
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02277625
IRS990/NetAssetsOrFundBalancesBOYAmt01309758
IRS990/NetAssetsOrFundBalancesEOYAmt01786193
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt043946
IRS990/OccupancyGrp/ProgramServicesAmt0699131
IRS990/OccupancyGrp/TotalAmt0743077
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02040
IRS990/OfficeExpensesGrp/ProgramServicesAmt032447
IRS990/OfficeExpensesGrp/TotalAmt034487
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020731
IRS990/OtherAssetsTotalGrp/EOYAmt020731
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016824
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0267653
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0284477
IRS990/OtherExpensesGrp/Desc0Program expenses
IRS990/OtherExpensesGrp/Desc1Repairs and maintenance
IRS990/OtherExpensesGrp/Desc2Bank charges and fees
IRS990/OtherExpensesGrp/Desc3Contract labor
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08230
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17247
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26962
IRS990/OtherExpensesGrp/ProgramServicesAmt0437044
IRS990/OtherExpensesGrp/ProgramServicesAmt1130933
IRS990/OtherExpensesGrp/ProgramServicesAmt2115282
IRS990/OtherExpensesGrp/ProgramServicesAmt3110758
IRS990/OtherExpensesGrp/TotalAmt0437044
IRS990/OtherExpensesGrp/TotalAmt1139163
IRS990/OtherExpensesGrp/TotalAmt2122529
IRS990/OtherExpensesGrp/TotalAmt3117720
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Field Trips
IRS990/OtherRevenueMiscGrp/Desc1Summer Art Camp
IRS990/OtherRevenueMiscGrp/Desc2Sports
IRS990/OtherRevenueMiscGrp/ExclusionAmt0118516
IRS990/OtherRevenueMiscGrp/ExclusionAmt155135
IRS990/OtherRevenueMiscGrp/ExclusionAmt222313
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0118516
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt155135
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt222313
IRS990/OtherRevenueTotalAmt0205968
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0192029
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03054908
IRS990/OtherSalariesAndWagesGrp/TotalAmt03246937
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016116
IRS990/PayrollTaxesGrp/ProgramServicesAmt0256391
IRS990/PayrollTaxesGrp/TotalAmt0272507
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06331
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0100720
IRS990/PensionPlanContributionsGrp/TotalAmt0107051
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt031625
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020675
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042738
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063443
IRS990/PrincipalOfficerNm0Heidi Johnson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0Tuition Fees
IRS990/ProgramServiceRevenueGrp/Desc1Daycare Fees
IRS990/ProgramServiceRevenueGrp/Desc2Summer School
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07841616
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120313
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215290
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07841616
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120313
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215290
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0402023
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt052
IRS990/PYOtherExpensesAmt02029512
IRS990/PYOtherRevenueAmt0155224
IRS990/PYProgramServiceRevenueAmt05533126
IRS990/PYRevenuesLessExpensesAmt0230285
IRS990/PYSalariesCompEmpBnftPaidAmt03830628
IRS990/PYTotalExpensesAmt05860140
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06090425
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0476435
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,258,407
Liabilities
$4,472,214
Net assets
$1,786,193
Revenue
$8,789,521
Expenses
$8,313,086
Net income
$476,435
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
2017Detailed filing. Detailed filing data is available for this year.$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