Civic Intelligence

Amesbury Educational Foundation Inc.

990EZ • Fiscal year 2021 • EIN 04-2768268

Aug 01, 2020 to Jul 31, 2021 • Filed on Nov 11, 2021

Organization Profile
P O Box 245Amesbury, MA 01913

(978) 388-6661

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

57th percentile

13%

Higher net margin than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

3.2%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

227%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$364,645

Up $11,267 (+3.2%) from 2020

Net Assets

$364,645

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin57th percentile

Revenue

Up

$84,436

Up $58,646 (+227%) from 2020

Expenses

Up

$73,169

Up $40,467 (+124%) from 2020

Net Income

Up

$11,267

Up $18,179 (+263%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2012: $183,585Liabilities 2012: $0Net Assets 2012: $183,5852012Assets 2013: $212,497Liabilities 2013: $0Net Assets 2013: $212,4962013Assets 2014: $258,593Liabilities 2014: $0Net Assets 2014: $258,5932014Assets 2015: $279,254Liabilities 2015: $0Net Assets 2015: $279,2542015Assets 2016: $298,661Liabilities 2016: $0Net Assets 2016: $298,6612016Assets 2017: $299,781Liabilities 2017: $0Net Assets 2017: $299,7822017Assets 2018: $310,874Liabilities 2018: $0Net Assets 2018: $310,8742018Assets 2020: $353,378Liabilities 2020: $02020Assets 2021: $364,645Liabilities 2021: $0Net Assets 2021: $364,6452021Assets 2022: $429,198Liabilities 2022: $0Net Assets 2022: $429,1982022Assets 2023: $434,722Liabilities 2023: $0Net Assets 2023: $434,7222023Assets 2024: $415,626Net Assets 2024: $415,6262024

Highlighted filing

2021

Assets$364,645
Liabilities$0
Net Assets$364,645
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $89,519Expenses 2012: $71,800Net Income 2012: $17,7192012Revenue 2013: $97,592Expenses 2013: $68,680Net Income 2013: $28,9122013Revenue 2014: $133,113Expenses 2014: $87,017Net Income 2014: $46,0962014Revenue 2015: $83,017Expenses 2015: $62,356Net Income 2015: $20,6612015Revenue 2016: $95,179Expenses 2016: $75,772Net Income 2016: $19,4072016Revenue 2017: $59,821Expenses 2017: $58,701Net Income 2017: $1,1202017Revenue 2018: $82,977Expenses 2018: $71,884Net Income 2018: $11,0932018Revenue 2020: $25,790Expenses 2020: $32,702Net Income 2020: -$6,9122020Revenue 2021: $84,436Expenses 2021: $73,169Net Income 2021: $11,2672021Revenue 2022: $115,385Expenses 2022: $50,832Net Income 2022: $64,5532022Revenue 2023: $86,871Expenses 2023: $81,347Net Income 2023: $5,5242023Revenue 2024: $100,525Expenses 2024: $119,621Net Income 2024: -$19,0962024

Highlighted filing

2021

Revenue$84,436
Expenses$73,169
Net Income$11,267
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$87,607
Mission and Program Overview

Mission

To broaden support for educatio

Program Services

DescriptionGrantsExpenses
To broaden support for education in the City of Amesbury-$67,816
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia HoytPresidentPT$0--
Joan MillerVice PresidentPT$0--
Jeanne HalliseyTreasurerPT$0--
Janine ODonnellSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Amesbury Educational Foundation Inc
EIN
04-2768268
Address
P O Box 245, Amesbury, MA 01913

Signing Officer

Name
Judy Dodier
Title
President
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Laurie H Knapp CPA PC
Address
P O Box 14, AMESBURY, MA 01913
Preparer
Laurie H Knapp CPA
Phone
9783886661
Supplemental Narrative

Additional Explanations

Page 1 Line 16

“Other expenses include operating expenses and $4547.34 to purchase Covid supplies for the schools”

Raw XML Appendix147 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jeanne Hallisey
IRS990EZ/BooksInCareOfDetail/PhoneNum09783886661
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 Youngs Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMESBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001913
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0353378
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0364645
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt072373
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011267
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0353378
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0364645
IRS990EZ/FundraisingGrossIncomeAmt01550
IRS990EZ/GrantsAndSimilarAmountsPaidAmt062714
IRS990EZ/GrossReceiptsAmt087607
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013684
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0353378
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0364645
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0353378
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0364645
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patricia Hoyt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joan Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jeanne Hallisey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Janine ODonnell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010052
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To broaden support for educatio
IRS990EZ/PrintingPublicationsPostageAmt0403
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To broaden support for education in the City of Amesbury
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067816
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03171
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1621
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073169
IRS990EZ/TotalProgramServiceExpensesAmt067816
IRS990EZ/TotalRevenueAmt084436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt072373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt089472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0229395
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013684
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01341
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01946
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt025317
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0439
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt042727
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013684
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01341
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01946
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt025317
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt042727
IRS990ScheduleA/InvestmentIncomeCYPct00.15700
IRS990ScheduleA/InvestmentIncomePYPct00.13240
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84300
IRS990ScheduleA/PublicSupportPY509Pct00.86760
IRS990ScheduleA/PublicSupportTotal509Amt0229395
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028820
IRS990ScheduleA/Total509Grp/TotalAmt0229395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt091418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029259
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0272122
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other expenses include operating expenses and $4547.34 to purchase Covid supplies for the schools
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Page 1 Line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Dodier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amesbury Educational Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0AMES
ReturnHeader/Filer/EIN0042768268
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 245
ReturnHeader/Filer/USAddress/CityNm0Amesbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001913
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043200023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Laurie H Knapp CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMESBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001913
ReturnHeader/PreparerPersonGrp/PhoneNum09783886661
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laurie H Knapp CPA
ReturnHeader/ReturnTs02021-11-11T14:16:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Patricia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hoyt
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$364,645
Liabilities
$0
Net assets
$364,645
Revenue
$84,436
Expenses
$73,169
Net income
$11,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.16$4.16$1.01$1.20$0.19
2023Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.87$0.81$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$1.15$0.51$0.65
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.84$0.73$0.11
2020Summary only. Only limited summary data is available for this year.$3.53$0.00$0.26$0.33$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.83$0.72$0.11
2017Summary only. Only limited summary data is available for this year.$3.00$0.00$3.00$0.60$0.59$0.01
2016Summary only. Only limited summary data is available for this year.$2.99$0.00$2.99$0.95$0.76$0.19
2015Summary only. Only limited summary data is available for this year.$2.79$0.00$2.79$0.83$0.62$0.21
2014Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$1.33$0.87$0.46
2013Summary only. Only limited summary data is available for this year.$2.12$0.00$2.12$0.98$0.69$0.29
2012Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.90$0.72$0.18