Liabilities / Assets
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Natick Education Foundation
990EZ • Fiscal year 2025 • EIN 04-3166767
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
63rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
66th percentile
Faster asset growth than 66% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Balance Sheet
Assets
Up$470,896
Up $53,704 (+13%) from 2024
Net Assets
Up$470,896
Up $53,704 (+13%) from 2024
Liabilities
Flat$0
Flat from 2024
Revenue And Expenses
Revenue
Down$80,367
Down $22,290 (-22%) from 2024
Expenses
Down$26,520
Down $8,596 (-24%) from 2024
Net Income
Down$53,847
Down $13,694 (-20%) from 2024
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Oct 25, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $80,367
Mission and Program Overview
Mission
Model excellence in community&public ed
Program Services
| Description | Grants | Expenses |
|---|---|---|
| GRANTS TO TEACHERS,ADMINISTRATORS,STUDENTS,PARENTS AND OTHERS AND TO PROVIDE FUNDING FOR INITIATIVES THAT ENHANCE,ENRICH,AND SUPPORT NATICKS PUBLIC ED | - | $21,799 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEN GOREE | President | PT | $0 | - | - |
| ROSEMARY DRISCOLL | Treasurer | PT | $0 | - | - |
| LISA DALY | Grants VP | PT | $0 | - | - |
| JESSICA FERRERIO | Board Member | - | $0 | - | - |
| TRACY PARADISE | Clerk | - | $0 | - | - |
| JEREMY BERK | Fundraising Chair | - | $0 | - | - |
| WHITNEY FAIRLEY | Board Member | - | $0 | - | - |
| BROOKE KESSEL | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Natick Education Foundation
- EIN
- 04-3166767
- In Care Of
- % Jen Goree
- Phone
- 7742700154
- Address
- PO Box 2221, Natick, MA 01760
Signing Officer
- Name
- Jen Goree
- Title
- President
- Phone
- 7742700154
- Signed
- 2025-10-25
- Discuss with paid preparer
- No
Preparer
- Firm
- Babson & Associates LLC
- Address
- 170 Parks St, Duxbury, MA 02332
- Preparer
- Mariya Babson CPA
- Phone
- 7815887732
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description AmountInterest Income 44Other Revenue 11”
List of grants and similar amounts paid Part I line 10
“Activity Grants Expense Grantee Natick Public School Street 13 E Central St City, State, Zip Natick, MA 01760Relationship Teacher, Administrators, Students Amount 21,799”
Description of other expenses Part I line 16
“Description AmountAdvertising & marketing 1,084Insurance 1,596Accounting fees 1,026Legal fees 72Membership & subcription 519Office Expenses 23Software & apps 300Other expenses 11”
Other changes in net assets or fund balances Part I line 20
“Description AmountChanges in Net Assets (143)”
Description of other assets Part II line 24
“Category Beginning of Year End of YearInvestments 386,417 444,818”
Raw XML Appendix199 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Rosemary Driscoll |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7742700154 |
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Sherbon |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 01770 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 30775 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 26078 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 21912 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 53847 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 417192 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 470896 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 21799 |
| IRS990EZ/GrossReceiptsAmt | 0 | 80367 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 58400 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 417192 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 470896 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 417192 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JEN GOREE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROSEMARY DRISCOLL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LISA DALY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JESSICA FERRERIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | TRACY PARADISE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JEREMY BERK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | WHITNEY FAIRLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | BROOKE KESSEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Grants VP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | CLERK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Fundraising Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Board Member |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 386417 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 444818 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -143 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4631 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 55 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | MODEL EXCELLENCE IN COMMUNITY&PUBLIC ED |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | GRANTS TO TEACHERS,ADMINISTRATORS,STUDENTS,PARENTS AND OTHERS AND TO PROVIDE FUNDING FOR INITIATIVES THAT ENHANCE,ENRICH,AND SUPPORT NATICKS PUBLIC ED |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 21799 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 26520 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 21799 |
| IRS990EZ/TotalRevenueAmt | 0 | 80367 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | NATICKEDFOUNDATION.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 21912 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 25393 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24394 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 14354 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 13821 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 99874 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 44 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 8525 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 11750 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 51 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4288 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 24658 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 44 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 8525 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 11750 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 51 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 4288 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 24658 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.20000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.14000 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt | 0 | 24 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 24 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.80180 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.86130 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 99874 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 21912 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 25393 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24394 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 14354 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 13821 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 99874 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 21956 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 33942 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 36144 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 14405 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 18109 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 124556 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountInterest Income 44Other Revenue 11 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Grants Expense Grantee Natick Public School Street 13 E Central St City, State, Zip Natick, MA 01760Relationship Teacher, Administrators, Students Amount 21,799 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountAdvertising & marketing 1,084Insurance 1,596Accounting fees 1,026Legal fees 72Membership & subcription 519Office Expenses 23Software & apps 300Other expenses 11 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description AmountChanges in Net Assets (143) |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Category Beginning of Year End of YearInvestments 386,417 444,818 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other changes in net assets or fund balances Part I line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Description of other assets Part II line 24 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEN GOREE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7742700154 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Natick Education Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NATI |
| ReturnHeader/Filer/EIN | 0 | 043166767 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Jen Goree |
| ReturnHeader/Filer/PhoneNum | 0 | 7742700154 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 2221 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Natick |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 01760 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 991827582 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Babson & Associates LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 170 Parks St |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Duxbury |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02332 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7815887732 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MARIYA BABSON CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-04T17:30:42-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $470,896
- Liabilities
- $0
- Net assets
- $470,896
- Revenue
- $80,367
- Expenses
- $26,520
- Net income
- $53,847