Civic Intelligence

The Waverly School

990 • Fiscal year 2021 • EIN 95-4869859

Jul 01, 2020 to Jun 30, 2021

Organization Profilewww.thewaverlyschool.org
Pasadena, CA
Siviq Scores

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

Liabilities / Assets

88th percentile

0.81x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

1.21x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

24th percentile

0.7%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

35th percentile

4.3%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

9.7%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$15,281,189

Up $634,932 (+4.3%) from 2020

Net Assets

Up

$2,837,551

Up $40,142 (+1.4%) from 2020

Liabilities

Up

$12,443,638

Up $594,790 (+5.0%) from 2020

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin24th percentile

Revenue

Up

$10,274,339

Up $908,500 (+9.7%) from 2020

Expenses

Up

$10,204,782

Up $879,068 (+9.4%) from 2020

Net Income

Up

$69,557

Up $29,432 (+73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$15,281,189
Liabilities$12,443,638
Net Assets$2,837,551
Open 2021 Filing

Operations Trend

Revenue Growth47th 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

2021

Revenue$10,274,339
Expenses$10,204,782
Net Income$69,557
Open 2021 Filing
Filing Detail Status

This 2021 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$15,281,189
Liabilities
$12,443,638
Net assets
$2,837,551
Revenue
$10,274,339
Expenses
$10,204,782
Net income
$69,557
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $10M-$25M nonprofits