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Nonprofiteer
← WAYNFLETE SCHOOL

Form 990 for tax year 2023

Filed by WAYNFLETE SCHOOL.

Totals

Total revenue
$29,462,350
Total expenses
$26,364,273
Contributions and grants received
$4,775,987
Grants paid
$5,680,835
Program service revenue
$22,831,668
Investment income
$1,838,412
Other revenue
$16,283
Total assets, end of year
$70,816,327
Total liabilities, end of year
$21,744,464
Net assets or fund balances, end of year
$49,071,863
Program services expenses (Part IX)
$21,660,228
Management and general expenses
$3,676,491
Fundraising expenses
$1,027,554
Program service expenses (Part III)
$21,660,228

Program services were 82.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $145,580

  • 1f · All other contributions, gifts and grants

    $4,630,407

  • 1g · Noncash contributions included above

    $525

  • 2a · Program service revenue: TUITION

    total $20,949,649 · related or exempt $20,949,649

  • 2b · Program service revenue: AFTER SCHOOL & LESSONS

    total $523,717 · related or exempt $523,717

  • 2c · Program service revenue: TUTORING

    total $404,458 · related or exempt $404,458

  • 2d · Program service revenue: SUMMER PROGRAMS

    total $360,998 · related or exempt $360,998

  • 2e · Program service revenue: CAFETERIA

    total $332,870 · related or exempt $332,870

  • 2f · All other program service revenue

    total $259,976 · related or exempt $259,976

  • 3 · Investment income

    total $1,241,814 · unrelated business $9,074 · excluded $1,232,740

  • 6a · Gross rents

    real property $42,074

  • 6b · Less rental expenses

    real property $42,638

  • 6c · Rental income or loss

    real property -$564

  • 6d · Net rental income or loss

    total -$564 · excluded -$564

  • 7a · Gross sales of assets other than inventory

    securities $1,258,305 · other assets $21,872

  • 7b · Less cost or other basis and sales expenses

    securities $683,579

  • 7c · Gain or loss

    securities $574,726 · other assets $21,872

  • 7d · Net gain or loss

    total $596,598 · unrelated business $18,372 · excluded $578,226

  • 8a · Fundraising events: gross income

    $19,031

  • 8b · Fundraising events: direct expenses

    $7,209

  • 8c · Net income from fundraising events

    total $11,822 · excluded $11,822

  • 11a · Other revenue: LANDMARK EQUITY PARTNERS XVI

    total $5,022 · unrelated business $5,022

  • 11b · Other revenue: LANDMARK EQUITY PARTNERS XVI

    total $3 · unrelated business $3

  • 11e · Other revenue, total

    $5,025

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $5,680,835 · program services $5,680,835

  • 5 · Compensation of officers, directors and key employees

    total $568,198 · management and general $525,663 · fundraising $42,535

  • 7 · Other salaries and wages

    total $10,693,941 · program services $8,968,272 · management and general $1,429,528 · fundraising $296,141

  • 8 · Pension plan contributions

    total $458,909 · program services $414,078 · management and general $34,665 · fundraising $10,166

  • 9 · Other employee benefits

    total $2,035,338 · program services $1,726,714 · management and general $257,932 · fundraising $50,692

  • 10 · Payroll taxes

    total $796,652 · program services $631,909 · management and general $141,868 · fundraising $22,875

  • 11b · Fees: legal

    total $58,178 · management and general $58,178

  • 11c · Fees: accounting

    total $49,562 · management and general $49,562

  • 11e · Fees: professional fundraising services

    total $386,652 · fundraising $386,652

  • 11f · Fees: investment management

    total $137,938 · management and general $137,938

  • 11g · Fees: other

    total $79,277 · program services $78,669 · management and general $608

  • 12 · Advertising and promotion

    total $228,747 · program services $52,871 · management and general $144,311 · fundraising $31,565

  • 16 · Occupancy

    total $266,366 · program services $266,366

  • 17 · Travel

    total $160,283 · program services $155,208 · management and general $54 · fundraising $5,021

  • 20 · Interest

    total $620,418 · management and general $620,418

  • 22 · Depreciation, depletion and amortization

    total $1,137,497 · program services $1,137,497

  • 23 · Insurance

    total $185,970 · program services $185,970

  • 24a · Other expenses: MAINTENCE, SUPPLIES

    total $2,492,339 · program services $2,120,266 · management and general $212,390 · fundraising $159,683

  • 24b · Other expenses: MISCELLANEOUS

    total $240,817 · program services $227,888 · management and general $7,073 · fundraising $5,856

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $74,444 · program services $13,685 · management and general $44,391 · fundraising $16,368

  • 24d · Other expenses: TRUSTEE EXPENSE

    total $11,912 · management and general $11,912

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,958,515 · end of year $9,752,932

  • 2 · Savings and temporary cash investments

    beginning of year $2,655,099 · end of year $2,817,332

  • 3 · Pledges and grants receivable

    beginning of year $567,433 · end of year $2,995,645

  • 4 · Accounts receivable

    beginning of year $2,308,733 · end of year -$1,260

  • 8 · Inventories for sale or use

    end of year $4,982

  • 9 · Prepaid expenses and deferred charges

    beginning of year $367,570 · end of year $362,160

  • 10a · Land, buildings and equipment: cost or other basis

    $40,109,715

  • 10b · Land, buildings and equipment: accumulated depreciation

    $15,863,558

  • 10c · Land, buildings and equipment, net

    beginning of year $25,124,077 · end of year $24,246,157

  • 11 · Investments: publicly traded securities

    beginning of year $20,828,080 · end of year $21,669,839

  • 12 · Investments: other securities

    beginning of year $7,859,866 · end of year $8,815,874

  • 15 · Other assets

    beginning of year $575 · end of year $152,666

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,053,732 · end of year $1,708,731

  • 19 · Deferred revenue

    beginning of year $3,281,968 · end of year $3,457,654

  • 20 · Tax-exempt bond liabilities

    beginning of year $16,839,669 · end of year $16,329,947

  • 25 · Other liabilities

    beginning of year $322,948 · end of year $248,132

  • 27 · Net assets without donor restrictions

    beginning of year $31,028,583 · end of year $33,114,404

  • 28 · Net assets with donor restrictions

    beginning of year $13,143,048 · end of year $15,957,459

Mission and programs · 2023

Mission

TO OFFER LOWER, MIDDLE, AND UPPER SCHOOL EDUCATION WHICH ENGAGES THE IMAGINATION AND INTELLECT OF ITS STUDENTS, GUIDES THEM TOWARDS SELF- GOVERNANCE AND SELF-KNOWLEDGE AND ENCOURAGES THEIR RESPONSIBLE AND CARING PARTICIPATION IN THE WORLD.

  • PRIVATE EARLY CHILDHOOD, ELEMENTARY, MIDDLE AND SECONDARY EDUCATION UTILIZED BY APPROXIMATELY 580 STUDENTS.

    Expenses $21,660,228 · Grants $5,680,835 · Revenue $22,831,668

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Geoffrey Wagg

    HEAD OF SCHO

    Total calculated
    $504,725
    From this org
    $392,500
    From related orgs
    $0
    Other
    $112,225
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $370,000
    Bonus
    not reported
    Other
    $22,500
    Deferred
    $24,975
    Nontaxable benefits
    $87,250
    Filer's total
    $504,725

  • Traci Dowd

    DIRECTOR OF

    Total calculated
    $127,936
    From this org
    $107,500
    From related orgs
    $0
    Other
    $20,436
    Hours/week
    50

  • Carrie McColgan

    ASSOC. HEAD

    Total calculated
    $152,465
    From this org
    $130,260
    From related orgs
    $0
    Other
    $22,205
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $130,260
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,793
    Nontaxable benefits
    $13,412
    Filer's total
    $152,465

  • Asra Ahmed

    UPPER SCHOOL

    Total calculated
    $175,859
    From this org
    $144,627
    From related orgs
    $0
    Other
    $31,232
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $144,627
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,762
    Nontaxable benefits
    $21,470
    Filer's total
    $175,859

  • Anne Scribner Hopkins

    LOWER SCHOOL

    Total calculated
    $159,492
    From this org
    $129,440
    From related orgs
    $0
    Other
    $30,052
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $129,440
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,737
    Nontaxable benefits
    $21,315
    Filer's total
    $159,492

  • Divya Muralidhara

    MIDDLE SCHOO

    Total calculated
    $150,703
    From this org
    $128,625
    From related orgs
    $0
    Other
    $22,078
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $128,625
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,682
    Nontaxable benefits
    $13,396
    Filer's total
    $150,703

  • John Thurston

    COLLEGE COUN

    Total calculated
    $133,168
    From this org
    $112,455
    From related orgs
    $0
    Other
    $20,713
    Hours/week
    50

  • Catherine Cloudman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Elonide Semmes

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Betsy Langer

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Colin March

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Peg Smith

    MEMBER AT LA

    Total calculated
    $0
    Hours/week
    2

  • Katherine Armstrong

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Maria Canning

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Ben Devine

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Nicole Dufauchard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Adam Edwards

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Edward Li

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Giovanna Gray Lockhart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jed Porta

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Justin Schair

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Khalilah Ummah

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Warren Valdmanis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Cricket King

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • James Higgins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Shamit Grover

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jonathan Culley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • James Reese

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 1a · Housing allowance or residence for personal use
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART III
GEOFF WAGG'S OTHER COMPENSATION TOTALING 22,500 IS HIS 457B BENEFIT. MR. WAGG'S NON-TAXABLE BENEFITS, WHICH INCLUDE THE EMPLOYER AND EMPLOYEE PORTION OF PREMIUMS PAID, ARE ITEMIZED BELOW: 19,449 HEALTH INSURANCE 4,327 OTHER BENEFITS 63,474 HOUSING ALLOWANCE 87,250 NON-TAXABLE BENEFIT MS. MCCOLGAN'S NON-TAXABLE BENEFITS, WHICH INCLUDE THE EMPLOYER AND EMPLOYEE PORTION OF PREMIUMS PAID, ARE ITEMIZED BELOW: 11,538 HEALTH INSURANCE 1,874 OTHER BENEFITS 13,412 NON-TAXABLE BENEFIT MS. ASMED'S NON-TAXABLE BENEFITS, WHICH INCLUDE THE EMPLOYER AND EMPLOYEE PORTION OF PREMIUMS PAID, ARE ITEMIZED BELOW: 19,449 HEALTH INSURANCE 2,021 OTHER BENEFITS 21,470 NON-TAXABLE BENEFIT MS. HOPKIN'S NON-TAXABLE BENEFITS, WHICH INCLUDE THE EMPLOYER AND EMPLOYEE PORTION OF PREMIUMS PAID, ARE ITEMIZED BELOW: 19,449 HEALTH INSURANCE 1,866 OTHER BENEFITS 21,315 NON-TAXABLE BENEFIT MS. MURALIDHARA'S NON-TAXABLE BENEFITS, WHICH INCLUDE THE EMPLOYER AND EMPLOYEE PORTION OF PREMIUMS PAID, ARE ITEMIZED BELOW: 11,538 HEALTH INSURANCE 1,858 OTHER BENEFITS 13,396 NON-TAXABLE BENEFIT

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
10 April 2025
IRS schema version
2023v6.0
Source object
202531049349301013

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