Civic Intelligence

Natick Education Foundation

990EZ • Fiscal year 2021 • EIN 04-3166767

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 05, 2021

PO Box 2221Natick, MA 01760

(617) 901-7484

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

7th percentile

-117%

Higher net margin than 7% 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

92nd percentile

151%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

7th percentile

-83%

Faster revenue growth than 7% of similar nonprofits.

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

Assets

Up

$406,375

Up $244,338 (+151%) from 2020

Net Assets

$406,375

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$18,109

Down $90,280 (-83%) from 2020

Expenses

Down

$39,264

Down $61,786 (-61%) from 2020

Net Income

Down

-$21,155

Down $28,494 (-388%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $142,927Liabilities 2011: $02011Assets 2012: $198,097Liabilities 2012: $02012Assets 2013: $210,481Liabilities 2013: $02013Assets 2014: $284,377Liabilities 2014: $02014Assets 2015: $261,609Liabilities 2015: $02015Assets 2016: $217,975Liabilities 2016: $02016Assets 2017: $171,778Liabilities 2017: $02017Assets 2018: $210,353Liabilities 2018: $02018Assets 2019: $154,698Liabilities 2019: $02019Assets 2020: $162,037Liabilities 2020: $02020Assets 2021: $406,375Liabilities 2021: $0Net Assets 2021: $406,3752021Assets 2022: $336,675Liabilities 2022: $0Net Assets 2022: $336,6752022Assets 2023: $349,651Liabilities 2023: $0Net Assets 2023: $349,6512023Assets 2024: $417,192Liabilities 2024: $0Net Assets 2024: $417,1922024Assets 2025: $470,896Liabilities 2025: $0Net Assets 2025: $470,8962025

Highlighted filing

2021

Assets$406,375
Liabilities$0
Net Assets$406,375

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $60,470Expenses 2011: $67,810Net Income 2011: -$7,3402011Revenue 2012: $116,520Expenses 2012: $61,350Net Income 2012: $55,1702012Revenue 2013: $91,169Expenses 2013: $78,785Net Income 2013: $12,3842013Revenue 2014: $131,968Expenses 2014: $58,102Net Income 2014: $73,8662014Revenue 2015: $26,253Expenses 2015: $48,991Net Income 2015: -$22,7382015Revenue 2016: $64,761Expenses 2016: $108,395Net Income 2016: -$43,6342016Revenue 2017: $131,867Expenses 2017: $178,063Net Income 2017: -$46,1962017Revenue 2018: $155,328Expenses 2018: $111,754Net Income 2018: $43,5742018Revenue 2019: $97,096Expenses 2019: $152,749Net Income 2019: -$55,6532019Revenue 2020: $108,389Expenses 2020: $101,050Net Income 2020: $7,3392020Revenue 2021: $18,109Expenses 2021: $39,264Net Income 2021: -$21,1552021Revenue 2022: $14,405Expenses 2022: $84,105Net Income 2022: -$69,7002022Revenue 2023: $78,744Expenses 2023: $65,768Net Income 2023: $12,9762023Revenue 2024: $102,657Expenses 2024: $35,116Net Income 2024: $67,5412024Revenue 2025: $80,367Expenses 2025: $26,520Net Income 2025: $53,8472025

Highlighted filing

2021

Revenue$18,109
Expenses$39,264
Net Income-$21,155
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$18,109
Mission and Program Overview

Mission

Model excellence in community&public ed

Program Services

DescriptionGrantsExpenses
GRANTS TO TEACHERS,ADMINISTRATORS,STUDENTS,PARENTS AND OTHERS AND TO PROVIDE FUNDING FOR INITIATIVES THAT ENHANCE,ENRICH,AND SUPPORT NATICKS PUBLIC ED-$36,454
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN SHELLEYPresidentPT$0--
ASHLEY KIEFERTreasurerPT$0--
JEN GOREEClerkPT$0--
KERI CRAWFORDBoard MemberPT$0--
ROSEMARY DRISCOLLBoard MemberPT$0--
MAURA GAUGHANBoard MemberPT$0--
DARCY TURNERBoard MemberPT$0--
LISA DALYBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Natick Education Foundation
EIN
04-3166767
Address
PO Box 2221, Natick, MA 01760

Signing Officer

Name
Megan Shelley
Title
President
Phone
6179017484
Signed
2021-11-05
Discuss with paid preparer
No

Preparer

Firm
Mariya Babson CPA
Address
170 Parks St, Duxbury, MA 02332
Preparer
Mariya Babson CPA
Phone
7815887732
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Grants Expense Amount 21,154Activity NPS Initiatives Amount 5,300Activity Community Initiatives Amount 10,000

Description of other expenses Part I line 16

Description AmountBank & Investment Charges 33Insurance 1,583PayPal and Other Payment Processing 32Survey Monkey 384Annual Report & Filing Fees 140

Other changes in net assets or fund balances Part I line 20

Description AmountPrior Period Adjustment to the beg. 208,944Unrealized gains on investments 56,549Prior period adjustment to the beginning net assets is due to the orgnization not including investments in prior years as assets. The investments were donated during number of years in the past. Total investments as of June 30, 2021 is $363,750 The investment interest appear reasonably stated for the last three years.

Raw XML Appendix200 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0265493
IRS990EZ/OtherExpensesTotalAmt02172
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MODEL EXCELLENCE IN COMMUNITY&PUBLIC ED
IRS990EZ/PrintingPublicationsPostageAmt0638
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt059422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt071090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022571
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IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0505790
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/ExplanationTxt0Activity Grants Expense Amount 21,154Activity NPS Initiatives Amount 5,300Activity Community Initiatives Amount 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank & Investment Charges 33Insurance 1,583PayPal and Other Payment Processing 32Survey Monkey 384Annual Report & Filing Fees 140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPrior Period Adjustment to the beg. 208,944Unrealized gains on investments 56,549Prior period adjustment to the beginning net assets is due to the orgnization not including investments in prior years as assets. The investments were donated during number of years in the past. Total investments as of June 30, 2021 is $363,750 The investment interest appear reasonably stated for the last three years.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Megan Shelley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06179017484
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Natick Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0043166767
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2221
ReturnHeader/Filer/USAddress/CityNm0Natick
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mariya Babson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 Parks St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Duxbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002332
ReturnHeader/PreparerPersonGrp/PhoneNum07815887732
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mariya Babson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-10T08:18:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Megan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shelley
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.80$0.27$0.54
2024Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$1.03$0.35$0.68
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.79$0.66$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.14$0.84$0.70
2021Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.18$0.39$0.21
2020Summary only. Only limited summary data is available for this year.$1.62$0.00$1.08$1.01$0.07
2019Summary only. Only limited summary data is available for this year.$1.55$0.00$0.97$1.53$0.56
2018Summary only. Only limited summary data is available for this year.$2.10$0.00$1.55$1.12$0.44
2017Summary only. Only limited summary data is available for this year.$1.72$0.00$1.32$1.78$0.46
2016Summary only. Only limited summary data is available for this year.$2.18$0.00$0.65$1.08$0.44
2015Summary only. Only limited summary data is available for this year.$2.62$0.00$0.26$0.49$0.23
2014Summary only. Only limited summary data is available for this year.$2.84$0.00$1.32$0.58$0.74
2013Summary only. Only limited summary data is available for this year.$2.10$0.00$0.91$0.79$0.12
2012Summary only. Only limited summary data is available for this year.$1.98$0.00$1.17$0.61$0.55
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$0.60$0.68$0.07