Civic Intelligence

Hamilton-Wenham Regional School District Education Fund Inc.

990 • Fiscal year 2017 • EIN 04-3070530

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 26, 2017

Organization ProfileWWW.HWEDFUND.ORG
PO Box 2433So Hamilton, MA 01982

(978) 468-7437

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.10x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

95th percentile

65%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

103%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,550,645

Up $273,280 (+12%) from 2016

Net Assets

Up

$2,512,584

Up $241,369 (+11%) from 2016

Liabilities

Up

$38,061

Up $31,911 (+519%) from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin95th percentile

Revenue

Up

$370,273

Up $188,059 (+103%) from 2016

Expenses

Up

$130,957

Up $17,989 (+16%) from 2016

Net Income

Up

$239,316

Up $170,070 (+246%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,730,314Liabilities 2011: $50,000Net Assets 2011: $1,680,3142011Assets 2012: $1,713,972Liabilities 2012: $33,828Net Assets 2012: $1,680,1442012Assets 2013: $1,934,230Liabilities 2013: $26,721Net Assets 2013: $1,907,5092013Assets 2014: $2,267,896Liabilities 2014: $0Net Assets 2014: $2,267,8962014Assets 2015: $2,282,843Liabilities 2015: $23,138Net Assets 2015: $2,259,7052015Assets 2016: $2,277,365Liabilities 2016: $6,150Net Assets 2016: $2,271,2152016Assets 2017: $2,550,645Liabilities 2017: $38,061Net Assets 2017: $2,512,5842017Assets 2018: $2,769,461Liabilities 2018: $62,935Net Assets 2018: $2,706,5262018Assets 2019: $2,894,931Liabilities 2019: $23,746Net Assets 2019: $2,871,1852019Assets 2020: $2,969,898Liabilities 2020: $109,464Net Assets 2020: $2,860,4342020Assets 2021: $3,826,055Liabilities 2021: $60,427Net Assets 2021: $3,765,6282021Assets 2022: $3,425,888Liabilities 2022: $79,904Net Assets 2022: $3,345,9842022Assets 2023: $3,763,656Liabilities 2023: $786,789Net Assets 2023: $2,976,8672023Assets 2024: $4,404,878Liabilities 2024: $744,018Net Assets 2024: $3,660,8602024

Highlighted filing

2017

Assets$2,550,645
Liabilities$38,061
Net Assets$2,512,584
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $162,214Expenses 2011: $122,993Net Income 2011: $39,2212011Revenue 2012: $142,314Expenses 2012: $120,627Net Income 2012: $21,6872012Revenue 2013: $187,475Expenses 2013: $130,153Net Income 2013: $57,3222013Revenue 2014: $786,556Expenses 2014: $175,913Net Income 2014: $610,6432014Revenue 2015: $175,963Expenses 2015: $156,629Net Income 2015: $19,3342015Revenue 2016: $182,214Expenses 2016: $112,968Net Income 2016: $69,2462016Revenue 2017: $370,273Expenses 2017: $130,957Net Income 2017: $239,3162017Revenue 2018: $196,425Expenses 2018: $126,352Net Income 2018: $70,0732018Revenue 2019: $214,440Expenses 2019: $94,185Net Income 2019: $120,2552019Revenue 2020: $185,697Expenses 2020: $185,378Net Income 2020: $3192020Revenue 2021: $298,198Expenses 2021: $67,631Net Income 2021: $230,5672021Revenue 2022: $261,351Expenses 2022: $86,788Net Income 2022: $174,5632022Revenue 2023: $295,650Expenses 2023: $859,014Net Income 2023: -$563,3642023Revenue 2024: $600,627Expenses 2024: $99,583Net Income 2024: $501,0442024

Highlighted filing

2017

Revenue$370,273
Expenses$130,957
Net Income$239,316
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$1,597,372
Mission and Program Overview

Mission

The edfund raises money for an educational endowment to support the hamilton-wenham school district. The edfund provides grants to support the public school system.

To raise funds and provide financial support to the hamilton-wenham regional school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,223,259$2,477,594▲ $254,335
Cash and Non-Interest-Bearing Accounts$54,106$73,051▲ $18,945
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,277,365$2,550,645▲ $273,280
Other Assets Total-$0-
Liabilities
Grants Payable$6,150$38,061▲ $31,911
Total Liabilities$6,150$38,061▲ $31,911
Net Assets / Fund Balance
Unrestricted Net Assets$2,271,215$2,512,584▲ $241,369
Total Net Assets Fund Balance$2,271,215$2,512,584▲ $241,369
Total Liabilities and Net Assets / Fund Balance$2,277,365$2,550,645▲ $273,280

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,223,259$31▲ $265,875-$2,477,594
2015$2,218,226$485▲ $15,311-$2,223,259
2014$2,197,711-▲ $31,721-$2,218,226
2013$1,873,442-▲ $332,935-$2,197,711
2012$1,657,416-▲ $226,686-$1,873,442
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Josh HolbrookPresident
Barbara VanderwildenVice President
Alex GlovskyDirector
Andrea StewartDirector
Dana AllaraDirector
David DebiaseDirector
Dean TsouvalasDirector
Donna GoudreauDirector
Ed SchatzDirector
Jere MoroneyDirector
Jill EversDirector
Joe MaherDirector
John CusolitoDirector
Jordi ChapelaineDirector
Larry GriffinDirector
Michelle HorganDirector
Will BurnsDirector
Jessica ConnorsSecretary
Amy DesimoneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$82,402
Program Service Revenue
$0
Investment Income
$263,822
Other Revenue
$24,049
All Other Contributions
$82,402
Change in Net Assets
$239,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$89,471
Other Expenses$41,486
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$89,471--$89,471
Fees for Service Investment Mgmnt Fees-$11,571-$11,571
Fees for Services Accounting-$4,510-$4,510
All Other Expenses-$2,343-$2,343
Office Expenses-$1,258-$1,258
Other Expenses-$1,234-$1,234
Insurance-$520-$520
Total Functional Expenses$89,471$41,486$0$130,957
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hamilton-wenham RegionalHamilton, MA-Heart Tech, Science Supplies$38,061
Hamilton-wenham RegionalHamilton, MA-Frame by Frame, L. Borden/40 Whacks$23,646
Hamilton-wenham RegionalHamilton, MA-Legos, Science Data Analysis$17,092
Hamilton-wenham RegionalHamilton, MA-Chrombooks, Legos, Science Data$8,985
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,337
Fundraising Direct Expenses$28,288
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Tree Sales$29,531$29,531$16,415$13,116
Fall/halloween Fundraisers$22,806$22,806$11,873$10,933
Total Events$52,337$52,337$28,288$24,049
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed and approved by the board prior to filing”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Hamilton-wenham Regional School
EIN
04-3070530
Phone
9784687437
Address
PO BOX 2433, SO HAMILTON, MA 01982

Signing Officer

Name
Amy Desimone
Title
Treasurer
Signed
2017-10-26
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Ma
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
40

Preparer

Firm
Vesey & Weeks PC
Address
185 Centre St Ste 103, Danvers, MA 01923
Preparer
Susan A Weeks
Phone
9787743000
Raw XML AppendixShowing 400 of 598 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO RAISE FUNDS AND PROVIDE FINANCIAL SUPPORT TO THE HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt082402
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02343
IRS990/AllOtherExpensesGrp/TotalAmt02343
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0AMY DESIMONE
IRS990/BooksInCareOfDetail/PhoneNum09786260012
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015 PORTER STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WENHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001984
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt054106
IRS990/CashNonInterestBearingGrp/EOYAmt073051
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt082402
IRS990/CYGrantsAndSimilarPaidAmt089471
IRS990/CYInvestmentIncomeAmt0263822
IRS990/CYOtherExpensesAmt041486
IRS990/CYOtherRevenueAmt024049
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0239316
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0130957
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0370273
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT GRANTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt089471
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04510
IRS990/FeesForServicesAccountingGrp/TotalAmt04510
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011571
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011571
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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/PersonNm0JOHN CUSOLITO
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID DEBIASE
IRS990/Form990PartVIISectionAGrp/PersonNm2JILL EVERS
IRS990/Form990PartVIISectionAGrp/PersonNm3DANA ALLARA
IRS990/Form990PartVIISectionAGrp/PersonNm4WILL BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm5JESSICA CONNORS
IRS990/Form990PartVIISectionAGrp/PersonNm6JORDI CHAPELAINE
IRS990/Form990PartVIISectionAGrp/PersonNm7ANDREA STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm8JOE MAHER
IRS990/Form990PartVIISectionAGrp/PersonNm9AMY DESIMONE
IRS990/Form990PartVIISectionAGrp/PersonNm10JERE MORONEY
IRS990/Form990PartVIISectionAGrp/PersonNm11DONNA GOUDREAU
IRS990/Form990PartVIISectionAGrp/PersonNm12LARRY GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm13JOSH HOLBROOK
IRS990/Form990PartVIISectionAGrp/PersonNm14DEAN TSOUVALAS
IRS990/Form990PartVIISectionAGrp/PersonNm15BARBARA VANDERWILDEN
IRS990/Form990PartVIISectionAGrp/PersonNm16ALEX GLOVSKY
IRS990/Form990PartVIISectionAGrp/PersonNm17MICHELLE HORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm18ED SCHATZ
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/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/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt028288
IRS990/FundraisingGrossIncomeAmt052337
IRS990/GainOrLossGrp/SecuritiesAmt0207362
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsPayableGrp/BOYAmt06150
IRS990/GrantsPayableGrp/EOYAmt038061
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt089471
IRS990/GrantsToDomesticOrgsGrp/TotalAmt089471
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01406173
IRS990/GrossReceiptsAmt01597372
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0520
IRS990/InsuranceGrp/TotalAmt0520
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt056460
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056460
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02223259
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02477594
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01198811
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE EDFUND RAISES MONEY FOR AN EDUCATIONAL ENDOWMENT TO SUPPORT THE HAMILTON-WENHAM SCHOOL DISTRICT. THE EDFUND PROVIDES GRANTS TO SUPPORT THE PUBLIC SCHOOL SYSTEM.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02271215
IRS990/NetAssetsOrFundBalancesEOYAmt02512584
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0207362
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0207362
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt024049
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt024049
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02053
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01258
IRS990/OfficeExpensesGrp/TotalAmt01258
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc1ANNUAL REPORT
IRS990/OtherExpensesGrp/Desc2SOFTWARE
IRS990/OtherExpensesGrp/Desc3DEVELOPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09152
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18107
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22791
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31234
IRS990/OtherExpensesGrp/TotalAmt09152
IRS990/OtherExpensesGrp/TotalAmt18107
IRS990/OtherExpensesGrp/TotalAmt22791
IRS990/OtherExpensesGrp/TotalAmt31234
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt089440
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt084346
IRS990/PYInvestmentIncomeAmt073047
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt028622
IRS990/PYOtherRevenueAmt019727
IRS990/PYRevenuesLessExpensesAmt069246
IRS990/PYTotalExpensesAmt0112968
IRS990/PYTotalRevenueAmt0182214
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0239316
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082402
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt089440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097038
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0178927
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0535513
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0263822
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt073047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt059388
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt053638
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt041279
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0491174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt045894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042739
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0263964
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0263822

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,550,645
Liabilities
$38,061
Net assets
$2,512,584
Revenue
$370,273
Expenses
$130,957
Net income
$239,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$0.74$3.66$0.60$0.10$0.50
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.79$2.98$0.30$0.86$0.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.08$3.35$0.26$0.09$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.06$3.77$0.30$0.07$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.11$2.86$0.19$0.19$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.02$2.87$0.21$0.09$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.06$2.71$0.20$0.13$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.04$2.51$0.37$0.13$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.01$2.27$0.18$0.11$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.02$2.26$0.18$0.16$0.02
2014Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$0.79$0.18$0.61
2013Summary only. Only limited summary data is available for this year.$1.93$0.03$1.91$0.19$0.13$0.06
2012Summary only. Only limited summary data is available for this year.$1.71$0.03$1.68$0.14$0.12$0.02
2011Summary only. Only limited summary data is available for this year.$1.73$0.05$1.68$0.16$0.12$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits