Civic Intelligence

The Needham Education Foundation Inc

990 • Fiscal year 2018 • EIN 04-3088148

Sep 01, 2017 to Aug 31, 2018 • Filed on Jun 26, 2019

Organization ProfileWWW.NEFNEEDHAM.ORG
C/O Tda Inc 105 Chestnut St No 10Needham, MA 02492

(781) 449-3346

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

70th percentile

8.9%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,647,287

Up $135,001 (+8.9%) from 2017

Net Assets

Up

$1,646,975

Up $135,012 (+8.9%) from 2017

Liabilities

Down

$312

Down $11 (-3.4%) from 2017

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin87th percentile

Revenue

Up

$194,544

Up $20,298 (+12%) from 2017

Expenses

Down

$121,505

Down $25,090 (-17%) from 2017

Net Income

Up

$73,039

Up $45,388 (+164%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,480,888Liabilities 2010: $0Net Assets 2010: $1,480,8882010Assets 2011: $1,624,664Liabilities 2011: $0Net Assets 2011: $1,624,6642011Assets 2012: $1,691,937Liabilities 2012: $0Net Assets 2012: $1,691,9372012Assets 2013: $1,707,167Liabilities 2013: $220Net Assets 2013: $1,706,9472013Assets 2014: $1,661,414Liabilities 2014: $327Net Assets 2014: $1,661,0872014Assets 2015: $1,464,669Liabilities 2015: $449Net Assets 2015: $1,464,2202015Assets 2016: $1,466,446Liabilities 2016: $6,307Net Assets 2016: $1,460,1392016Assets 2017: $1,512,286Liabilities 2017: $323Net Assets 2017: $1,511,9632017Assets 2018: $1,647,287Liabilities 2018: $312Net Assets 2018: $1,646,9752018Assets 2019: $1,647,821Liabilities 2019: $393Net Assets 2019: $1,647,4282019Assets 2020: $1,839,312Liabilities 2020: $87Net Assets 2020: $1,839,2252020Assets 2021: $1,774,391Liabilities 2021: $132Net Assets 2021: $1,774,2592021Assets 2022: $1,500,901Liabilities 2022: $108Net Assets 2022: $1,500,7932022Assets 2023: $1,534,281Liabilities 2023: $636Net Assets 2023: $1,533,6452023Assets 2024: $1,571,940Liabilities 2024: $64Net Assets 2024: $1,571,8762024

Highlighted filing

2018

Assets$1,647,287
Liabilities$312
Net Assets$1,646,975
Open 2018 Filing

Operations Trend

Revenue Growth65th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $169,3782010Revenue 2011: $200,530Expenses 2011: $148,658Net Income 2011: $51,8722011Revenue 2012: $174,362Expenses 2012: $201,402Net Income 2012: -$27,0402012Revenue 2013: $196,969Expenses 2013: $238,030Net Income 2013: -$41,0612013Revenue 2014: $230,390Expenses 2014: $353,395Net Income 2014: -$123,0052014Revenue 2015: $223,866Expenses 2015: $314,178Net Income 2015: -$90,3122015Revenue 2016: $161,036Expenses 2016: $199,495Net Income 2016: -$38,4592016Revenue 2017: $174,246Expenses 2017: $146,595Net Income 2017: $27,6512017Revenue 2018: $194,544Expenses 2018: $121,505Net Income 2018: $73,0392018Revenue 2019: $200,860Expenses 2019: $127,726Net Income 2019: $73,1342019Revenue 2020: $164,817Expenses 2020: $127,130Net Income 2020: $37,6872020Revenue 2021: $313,155Expenses 2021: $448,310Net Income 2021: -$135,1552021Revenue 2022: $156,587Expenses 2022: $94,046Net Income 2022: $62,5412022Revenue 2023: $169,520Expenses 2023: $146,527Net Income 2023: $22,9932023Revenue 2024: $134,176Expenses 2024: $290,192Net Income 2024: -$156,0162024

Highlighted filing

2018

Revenue$194,544
Expenses$121,505
Net Income$73,039
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jun 26, 2019
Return Version
2017v2.3
Gross Receipts
$202,637
Mission and Program Overview

Mission

The needham education foundation is an independent community-based organization that raises funds for the enrichment of public school children in needham, massachusetts. We fund grants that promote innovation and excellence from pre-kindergarten through high school.

The needham education foundation is an independent community-based organization that raises funds for the enrichment of public school children in needham, mass. We fund grants that promote innovation and excellence from pre-kindergarten through high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,392,583$1,510,410▲ $117,827
Cash and Non-Interest-Bearing Accounts$119,703$136,877▲ $17,174
Total Assets$1,512,286$1,647,287▲ $135,001
Liabilities
Accounts Payable and Accrued Expenses$323$312▼ $11
Total Liabilities$323$312▼ $11
Net Assets / Fund Balance
Unrestricted Net Assets$1,511,963$1,646,975▲ $135,012
Total Net Assets Fund Balance$1,511,963$1,646,975▲ $135,012
Total Liabilities and Net Assets / Fund Balance$1,512,286$1,647,287▲ $135,001
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Joanna HerreraCo-president
Kelly PartridgeCo-president
Adam DangeloDirector
Alice ChristensonDirector
Alisha HarringtonDirector
Alison RiversDirector
Angeline MaughanDirector
Carolyn BickfordDirector
Caryn ManningDirector
Christine BeachDirector
Christopher LeeDirector
David DirksDirector
Gina AugerDirector
Hilary BruelDirector
Janet BarrettDirector
Jenny SolomonDirector
Jo-anne BagleyDirector
Keon HolmesDirector
Laura SzumDirector
Lindsay GravinDirector
Maggie ShapiroDirector
Maicharia Weir LytleDirector
Merle BermanDirector
Michael DienerDirector
Michelle HoffmeisterDirector
Mike RyanDirector
Robert MurphyDirector
Sally TheranDirector
Sam BookstonDirector
Sarah KeselmanDirector
Sarah WinigDirector
Seema MeloniDirector
Sena HsuDirector
Val MaioDirector
Stephanie WallaceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$106,187
Program Service Revenue
$11,205
Investment Income
$56,662
Other Revenue
$20,490
All Other Contributions
$106,187
Change in Net Assets
$73,039

Audited Revenue Reconciliation

Revenue per Audited Statements
$194,545
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$70,065
Total Revenue per Audited Statements
$264,610
Total Revenue per Form 990
$194,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$85,358
Other Expenses$21,782
Salaries, Compensation, and Employee Benefits$14,365
Total Fundraising Expense$6,285
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$85,358--$85,358
Current Officers, Directors, Trustees, and Key Employees$13,038--$13,038
Information Technology$4,769--$4,769
Fees for Services Accounting-$3,250-$3,250
Insurance$2,797--$2,797
Office Expenses-$2,187-$2,187
Payroll Taxes$1,327--$1,327
Other Expenses$1,102-$1,026$1,026
Advertising$825--$825
Conferences and Meetings-$567-$567
Total Functional Expenses$109,216$6,004$6,285$121,505

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$129,598
Expenses per Audited Statements$121,505
Total Expenses per Form 990$121,505
Expenses Not Reported on Form 990$8,093
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Needham Public SchoolsNeedham, MA-Ma Grants Are Awarded to Supplement Elementary, Middle, and High School Programs$85,358
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,583
Fundraising Direct Expenses$8,093
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spelling Bee$28,583$28,583$8,093$20,490
Total Events$28,583$28,583$8,093$20,490
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
Yes
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, Section B, Line 11B

“The treasurer and president (who act on behalf of the board of directors) review and approve the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Needham Education Foundation Inc
EIN
04-3088148
Phone
7814493346
Address
C/O TDA INC 105 CHESTNUT ST NO 10, NEEDHAM, MA 02492

Signing Officer

Name
Stephanie Wallace
Title
Treasurer
Phone
7814493346
Signed
2019-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Wallace
Formed
1990
Legal Domicile
Ma
Voting Board Members
35
Independent Board Members
35
Employees
1
Volunteers
4

Preparer

Firm
Treeful Damaso Aniceto Inc
Address
105 CHESTNUT STREET SUITE 10, NEEDHAM, MA 02492
Preparer
Ryan Damaso
Phone
7814493346
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Spelling bee fundraising expenses”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Spelling bee fundraising expenses”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt340
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt34DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt08093
IRS990/FundraisingGrossIncomeAmt028583
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt035
IRS990/GrantAmt085358
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt085358
IRS990/GrantsToDomesticOrgsGrp/TotalAmt085358
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0202637
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt035
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt04769
IRS990/InformationTechnologyGrp/TotalAmt04769
IRS990/InsuranceGrp/ProgramServicesAmt02797
IRS990/InsuranceGrp/TotalAmt02797
IRS990/InvestmentIncomeGrp/ExclusionAmt056662
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056662
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01392583
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01510410
IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE NEEDHAM EDUCATION FOUNDATION IS AN INDEPENDENT COMMUNITY-BASED ORGANIZATION THAT RAISES FUNDS FOR THE ENRICHMENT OF PUBLIC SCHOOL CHILDREN IN NEEDHAM, MASSACHUSETTS. WE FUND GRANTS THAT PROMOTE INNOVATION AND EXCELLENCE FROM PRE-KINDERGARTEN THROUGH HIGH SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01511963
IRS990/NetAssetsOrFundBalancesEOYAmt01646975
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt020490
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt020490
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IRS990/NetUnrlzdGainsLossesInvstAmt061972
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02187
IRS990/OfficeExpensesGrp/TotalAmt02187
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GIFT FOR EDUCATION EXPE
IRS990/OtherExpensesGrp/Desc1ANNUAL FUND
IRS990/OtherExpensesGrp/Desc2GRANT COMMITTEE EXPENSE
IRS990/OtherExpensesGrp/Desc3DONOR DATABASE SOFTWARE
IRS990/OtherExpensesGrp/FundraisingAmt02874
IRS990/OtherExpensesGrp/FundraisingAmt12385
IRS990/OtherExpensesGrp/FundraisingAmt21026
IRS990/OtherExpensesGrp/ProgramServicesAmt01102
IRS990/OtherExpensesGrp/TotalAmt02874
IRS990/OtherExpensesGrp/TotalAmt12385
IRS990/OtherExpensesGrp/TotalAmt21102
IRS990/OtherExpensesGrp/TotalAmt31026
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01327
IRS990/PayrollTaxesGrp/TotalAmt01327
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHANIE WALLACE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,647,287
Liabilities
$312
Net assets
$1,646,975
Revenue
$194,544
Expenses
$121,505
Net income
$73,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.13$0.29$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.17$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.16$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.31$0.45$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.16$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.20$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.19$0.12$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.17$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.01$1.46$0.16$0.20$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.22$0.31$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.23$0.35$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.00$1.71$0.20$0.24$0.04
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$1.69$0.17$0.20$0.03
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$1.62$0.20$0.15$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.17