Civic Intelligence

The Waverly School

990 • Fiscal year 2020 • EIN 95-4869859

Jul 01, 2019 to Jun 30, 2020 • Filed on May 13, 2021

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

86th percentile

0.81x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

1.27x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

37th percentile

0.4%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

74th percentile

$268,831

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

56th percentile

9.2%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-12%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$14,646,257

Up $1,236,193 (+9.2%) from 2019

Net Assets

Up

$2,797,409

Up $40,125 (+1.5%) from 2019

Liabilities

Up

$11,848,848

Up $1,196,068 (+11%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin37th percentile

Revenue

Down

$9,365,839

Down $1,217,718 (-12%) from 2019

Expenses

Down

$9,325,714

Down $481,839 (-4.9%) from 2019

Net Income

Down

$40,125

Down $735,879 (-95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2020

Assets$14,646,257
Liabilities$11,848,848
Net Assets$2,797,409
Open 2020 Filing

Operations Trend

Revenue Growth26th 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

2020

Revenue$9,365,839
Expenses$9,325,714
Net Income$40,125
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.2
Gross Receipts
$9,395,975
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$11,121,887$10,941,470▼ $180,417
Cash and Non-Interest-Bearing Accounts$2,159,000$3,411,222▲ $1,252,222
Accounts Receivable$10,651$202,517▲ $191,866
Pledges and Grants Receivable$65,154$44,746▼ $20,408
Prepaid Expenses and Deferred Charges$32,641$23,776▼ $8,865
Total Assets$13,410,064$14,646,257▲ $1,236,193
Other Assets Total$20,731$22,526▲ $1,795
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,834,142$8,669,760▼ $164,382
Deferred Revenue$1,637,623$2,029,338▲ $391,715
Unsecured Notes Loans Payable$0$943,000▲ $943,000
Accounts Payable and Accrued Expenses$181,015$206,750▲ $25,735
Total Liabilities$10,652,780$11,848,848▲ $1,196,068
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,650,455$2,710,988▲ $60,533
Net Assets With Donor Restrictions$106,829$86,421▼ $20,408
Total Net Assets Fund Balance$2,757,284$2,797,409▲ $40,125
Total Liabilities and Net Assets / Fund Balance$13,410,064$14,646,257▲ $1,236,193

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,114,520$1,047,107$7,161,627
Land$4,633,270-$4,633,270
Leasehold Improvements$103,984$377,251$481,235
Equipment$79,029$211,967$290,996
Other Land Buildings$10,667$69,333$80,000
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi JohnsonHead of SchoolFT$242,756$26,075$268,831
Jason GottliebAssistant Head of SchoolFT$145,879$19,070$164,949
Joel MurilloAssistant Head of SchoolFT$133,900$9,373$143,273
Tracey FissBusiness ManagerFT$93,955$20,038$113,993

Board Members and Trustees

NameTitle
Noah MayerChair
Serita YoungVice Chair
Bianca PulitzerBoard member
Debbie LennonBoard member
Ellen GreenstoneBoard member
Emily StadnickiBoard member
Gideon KracovBoard member
Lillian ManzellaBoard member
Mark WoodsmallBoard member
Max DarnellBoard member
Michael DeanBoard member
Nadine TanioBoard member
Rick SternfeldBoard member
Susan LofgrenBoard member
Wendy LopataBoard member
Jessica ClementsBoard member (Start ?/19)
Jingbo LouBoard member (Start ?/19)
Miles HamptonBoard member (Start ?/19)
Pat LeawprasertSecretary
Joanne TollTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Raffy Artinian-67 W Bellevue Dr, Pasadena, CA 91105$227,791
Revenue and Support

Revenue Composition

Contributions and Grants
$477,437
Program Service Revenue
$8,887,583
Investment Income
$0
Other Revenue
$819
All Other Contributions
$439,829
Change in Net Assets
$40,125

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,082,821
Revenue Not Reported on Financial Statements
$2,283,018
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$2,283,018
Total Revenue per Audited Statements
$7,082,821
Total Revenue per Form 990
$9,365,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,100,950
Grants and Similar Amounts Paid$2,640,562
Other Expenses$1,584,202
Total Fundraising Expense$38,952
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,780,044$74,590$13,453$3,868,087
Grants to Domestic Individuals$2,640,562--$2,640,562
Current Officers, Directors, Trustees, and Key Employees$246,706$131,594$13,706$392,006
Occupancy$357,626$18,226$2,550$378,402
Other Employee Benefits$344,148$2,629$1,838$348,615
Payroll Taxes$311,419$14,379$2,011$327,809
Interest-$326,571-$326,571
Depreciation Depletion$230,483$10,642$1,489$242,614
Office Expenses$159,646$7,371$1,030$168,047
Pension Plan Contributions$163,587$557$289$164,433
Fees for Services Other$121,669$13,971$546$136,186
Fees for Services Accounting$63,975$2,954$413$67,342
Insurance$26,300$1,214$171$27,685
Fees for Services Legal$20,980$969$135$22,084
Other Expenses$14,503$670$94$15,267
Conferences and Meetings$8,438$390$54$8,882
Advertising$2,170$100$14$2,284
Total Functional Expenses$8,671,653$615,109$38,952$9,325,714

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,325,714
Expenses per Audited Statements$7,042,696
Total Expenses per Audited Statements$7,042,696
Expenses Not Reported on Financial Statements$2,283,018
Other Expense Adjustments$2,283,018
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$30,136
Fundraising Gross Income$29,436
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pizza$21,025$21,025$21,725$-700
Silent Auction$19,268$4,155$4,155$0
Total Events$67,044$29,436$30,136$-700
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 35% controlled entity
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
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 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
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Johnson
Formed
2001
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
20
Employees
87
Volunteers
20

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 2,283,018.”

Part XII, Line 4B - Other Adjustments:

“Tuition assistance and remission 2,283,018.”

Raw XML AppendixShowing 400 of 699 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/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2026075
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2120038
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2219070
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt239373
IRS990/Form990PartVIISectionAGrp/PersonNm0Noah Mayer
IRS990/Form990PartVIISectionAGrp/PersonNm1Serita Young
IRS990/Form990PartVIISectionAGrp/PersonNm2Joanne Toll
IRS990/Form990PartVIISectionAGrp/PersonNm3Pat Leawprasert
IRS990/Form990PartVIISectionAGrp/PersonNm4Jessica Clements
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael Dean
IRS990/Form990PartVIISectionAGrp/PersonNm6Max Darnell
IRS990/Form990PartVIISectionAGrp/PersonNm7Ellen Greenstone
IRS990/Form990PartVIISectionAGrp/PersonNm8Miles Hampton
IRS990/Form990PartVIISectionAGrp/PersonNm9Gideon Kracov
IRS990/Form990PartVIISectionAGrp/PersonNm10Lillian Manzella
IRS990/Form990PartVIISectionAGrp/PersonNm11Debbie Lennon
IRS990/Form990PartVIISectionAGrp/PersonNm12Susan Lofgren
IRS990/Form990PartVIISectionAGrp/PersonNm13Wendy Lopata
IRS990/Form990PartVIISectionAGrp/PersonNm14Jingbo Lou
IRS990/Form990PartVIISectionAGrp/PersonNm15Bianca Pulitzer
IRS990/Form990PartVIISectionAGrp/PersonNm16Emily Stadnicki
IRS990/Form990PartVIISectionAGrp/PersonNm17Rick Sternfeld
IRS990/Form990PartVIISectionAGrp/PersonNm18Nadine Tanio
IRS990/Form990PartVIISectionAGrp/PersonNm19Mark Woodsmall
IRS990/Form990PartVIISectionAGrp/PersonNm20Heidi Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm21Tracey Fiss
IRS990/Form990PartVIISectionAGrp/PersonNm22Jason Gottlieb
IRS990/Form990PartVIISectionAGrp/PersonNm23Joel Murillo
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20242756
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2193955
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22145879
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23133900
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/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board member (Start ?/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board member (Start ?/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board member (Start ?/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt21Business Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt22Assistant Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt23Assistant Head of School
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt037608
IRS990/FundraisingDirectExpensesAmt030136
IRS990/FundraisingGrossIncomeAmt029436
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt02640562
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02640562
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02640562
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt09395975
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0171
IRS990/InsuranceGrp/ManagementAndGeneralAmt01214
IRS990/InsuranceGrp/ProgramServicesAmt026300
IRS990/InsuranceGrp/TotalAmt027685
IRS990/InterestGrp/ManagementAndGeneralAmt0326571
IRS990/InterestGrp/TotalAmt0326571
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01705658
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011121887
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010941470
IRS990/LandBldgEquipCostOrOtherBssAmt012647128
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/BOYAmt08834142
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt08669760
IRS990/NetAssetsOrFundBalancesBOYAmt02757284
IRS990/NetAssetsOrFundBalancesEOYAmt02797409
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-700
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-700
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02650455
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02710988
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02550
IRS990/OccupancyGrp/ManagementAndGeneralAmt018226
IRS990/OccupancyGrp/ProgramServicesAmt0357626
IRS990/OccupancyGrp/TotalAmt0378402
IRS990/OfficeExpensesGrp/FundraisingAmt01030
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07371
IRS990/OfficeExpensesGrp/ProgramServicesAmt0159646
IRS990/OfficeExpensesGrp/TotalAmt0168047
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020731
IRS990/OtherAssetsTotalGrp/EOYAmt022526
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01838
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02629
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0344148
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0348615
IRS990/OtherExpensesGrp/Desc0Bank charges and fees
IRS990/OtherExpensesGrp/Desc1Bad debt
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/Desc3Professional develop.
IRS990/OtherExpensesGrp/FundraisingAmt0879
IRS990/OtherExpensesGrp/FundraisingAmt1152
IRS990/OtherExpensesGrp/FundraisingAmt2128
IRS990/OtherExpensesGrp/FundraisingAmt394
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06282
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11086
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2914
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3670
IRS990/OtherExpensesGrp/ProgramServicesAmt0136062
IRS990/OtherExpensesGrp/ProgramServicesAmt123515
IRS990/OtherExpensesGrp/ProgramServicesAmt219820
IRS990/OtherExpensesGrp/ProgramServicesAmt314503
IRS990/OtherExpensesGrp/TotalAmt0143223
IRS990/OtherExpensesGrp/TotalAmt124753
IRS990/OtherExpensesGrp/TotalAmt220862
IRS990/OtherExpensesGrp/TotalAmt315267
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt01519
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01519
IRS990/OtherRevenueTotalAmt01519
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013453
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt074590
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03780044
IRS990/OtherSalariesAndWagesGrp/TotalAmt03868087
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02011
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014379
IRS990/PayrollTaxesGrp/ProgramServicesAmt0311419
IRS990/PayrollTaxesGrp/TotalAmt0327809
IRS990/PensionPlanContributionsGrp/FundraisingAmt0289
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0557
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0163587
IRS990/PensionPlanContributionsGrp/TotalAmt0164433
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt065154
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt044746

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,646,257
Liabilities
$11,848,848
Net assets
$2,797,409
Revenue
$9,365,839
Expenses
$9,325,714
Net income
$40,125
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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