Civic Intelligence

Foundation for Educational Excellence Inc.

990EZ • Fiscal year 2017 • EIN 04-3206027

Oct 01, 2016 to Sep 30, 2017 • Filed on Nov 26, 2017

PO Box 56Northfield, MA 01360-0056

(413) 834-2940

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$79,120

Up $3,316 (+4.4%) from 2016

Net Assets

$79,054

No earlier filing loaded for comparison.

Liabilities

Up

$66

Up $1 (+1.5%) from 2016

Revenue

Down

$7,571

Down $5,638 (-43%) from 2016

Expenses

Down

$9,639

Down $4,752 (-33%) from 2016

Net Income

Down

-$2,068

Down $886 (-75%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $66,641Liabilities 2011: $02011Assets 2012: $63,266Liabilities 2012: $57Net Assets 2012: $63,2092012Assets 2013: $73,138Liabilities 2013: $36Net Assets 2013: $73,1022013Assets 2014: $76,096Liabilities 2014: $117Net Assets 2014: $75,9792014Assets 2015: $76,170Liabilities 2015: $952015Assets 2016: $75,804Liabilities 2016: $652016Assets 2017: $79,120Liabilities 2017: $66Net Assets 2017: $79,0542017Assets 2018: $82,919Liabilities 2018: $4Net Assets 2018: $82,9152018Assets 2019: $86,361Liabilities 2019: $7Net Assets 2019: $86,3542019Assets 2020: $93,996Liabilities 2020: $5Net Assets 2020: $93,9912020Assets 2021: $107,159Liabilities 2021: $1Net Assets 2021: $107,1582021Assets 2022: $83,292Liabilities 2022: $0Net Assets 2022: $83,2922022Assets 2023: $90,238Liabilities 2023: $0Net Assets 2023: $90,2382023Assets 2024: $113,706Net Assets 2024: $113,7062024

Highlighted filing

2017

Assets$79,120
Liabilities$66
Net Assets$79,054

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $18,367Expenses 2011: $10,294Net Income 2011: $8,0732011Revenue 2012: $13,509Expenses 2012: $14,686Net Income 2012: -$1,1772012Revenue 2013: $12,218Expenses 2013: $13,490Net Income 2013: -$1,2722013Revenue 2014: $14,083Expenses 2014: $15,650Net Income 2014: -$1,5672014Revenue 2015: $20,607Expenses 2015: $9,182Net Income 2015: $11,4252015Revenue 2016: $13,209Expenses 2016: $14,391Net Income 2016: -$1,1822016Revenue 2017: $7,571Expenses 2017: $9,639Net Income 2017: -$2,0682017Revenue 2018: $9,369Expenses 2018: $7,043Net Income 2018: $2,3262018Revenue 2019: $11,535Expenses 2019: $4,886Net Income 2019: $6,6492019Revenue 2020: $8,761Expenses 2020: $5,745Net Income 2020: $3,0162020Revenue 2021: $9,285Expenses 2021: $6,624Net Income 2021: $2,6612021Revenue 2022: $8,766Expenses 2022: $4,276Net Income 2022: $4,4902022Revenue 2023: $2,902Expenses 2023: $3,597Net Income 2023: -$6952023Revenue 2024: $3,072Expenses 2024: $1,329Net Income 2024: $1,7432024

Highlighted filing

2017

Revenue$7,571
Expenses$9,639
Net Income-$2,068
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Nov 26, 2017
Return Version
2016v3.0
Gross Receipts
$7,941
Mission and Program Overview

Mission

To promote educational enrichment, foster community awareness and encourage individual and corporate involvement in the educational life of the pioneer valley regional school district.

Program Services

DescriptionGrantsExpenses
THE EDUCATIONAL ENRICHMENT OF THE STUDENTS OF THE PIONEER VALLEY REGIONAL SCHOOL DISTRICT WERE FURTHERED BY THE PROGRAMS FUNDED IN THE CURRENT FISCAL YEAR.$5,891$7,156
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNNE MANRINGClerk-$1,013-$1,013
JUSTIN LAWRENCEPresident-$0--
RICHARD L HOLBROOK IIITreasurer-$0--
KATHY ABBOTTDirector-$0--
JEN GLAZIERDirector-$0--
BERYLE HAMMONDDirector-$0--
ALISON HOLBROOKDirector-$0--
MICHELLE ROOKSDirector-$0--
LINDA JACQUEDirector-$0--
BARBARA LEMOINEDirector-$0--
SUSAN LLOYDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Educational
EIN
04-3206027
Phone
4138342940
Address
PO BOX 56, NORTHFIELD, MA 01360-0056

Signing Officer

Name
Richard L Holbrook Iii
Title
Treasurer
Phone
4138342940
Signed
2017-11-26
Discuss with paid preparer
Yes

Preparer

Firm
Baystate Tax Service
Address
82 FEDERAL ST, GREENFIELD, MA 01301-2523
Preparer
Alison M Holbrook
Phone
4138342940
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 100 office supplies 218 computer maintenance 53 ma form pc 35 miscellaneous expense 126 foreign tax 3 non-investment depreciation 140 total 675

Form 990-ez, Part I, Line 20

Change in fmv of investments 5,383

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 45 45 office equipment 700 700 less accumulated depreciation 350 490 total 395 255

Form 990-ez, Part II, Line 26

Payroll taxes withheld 15 16 other taxes withheld 50 50

Form 990-ez, Part III

To promote educational enrichment, foster community awareness and encourage individual and corporate involvement in the educational life of the pioneer valley regional school district.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 100 OFFICE SUPPLIES 218 COMPUTER MAINTENANCE 53 MA FORM PC 35 MISCELLANEOUS EXPENSE 126 FOREIGN TAX 3 NON-INVESTMENT DEPRECIATION 140 TOTAL 675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN FMV OF INVESTMENTS 5,383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 45 45 OFFICE EQUIPMENT 700 700 LESS ACCUMULATED DEPRECIATION 350 490 TOTAL 395 255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL TAXES WITHHELD 15 16 OTHER TAXES WITHHELD 50 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROMOTE EDUCATIONAL ENRICHMENT, FOSTER COMMUNITY AWARENESS AND ENCOURAGE INDIVIDUAL AND CORPORATE INVOLVEMENT IN THE EDUCATIONAL LIFE OF THE PIONEER VALLEY REGIONAL SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
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ReturnHeader/ReturnTs02017-12-10T10:33:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

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.
2024Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.09$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.09$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.09$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.12$0.05$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.08$0.10$0.02
2016Summary only. Only limited summary data is available for this year.$0.76$0.00$0.13$0.14$0.01
2015Summary only. Only limited summary data is available for this year.$0.76$0.00$0.21$0.09$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.14$0.16$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.12$0.13$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.14$0.15$0.01
2011Summary only. Only limited summary data is available for this year.$0.67$0.00$0.18$0.10$0.08