Civic Intelligence

Foundation for Educational Excellence Inc.

990EZ • Fiscal year 2022 • EIN 04-3206027

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 20, 2023

Organization ProfileWWW.FEEPVRSD.ORG
PO Box 56Northfield, MA 01360-0056

(413) 824-9363

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

20th percentile

-22%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-5.6%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$83,292

Down $23,867 (-22%) from 2021

Net Assets

Down

$83,292

Down $23,866 (-22%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin89th percentile

Revenue

Down

$8,766

Down $519 (-5.6%) from 2021

Expenses

Down

$4,276

Down $2,348 (-35%) from 2021

Net Income

Up

$4,490

Up $1,829 (+69%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

2022

Assets$83,292
Liabilities$0
Net Assets$83,292
Open 2022 Filing

Operations Trend

Revenue Growth35th percentile

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

2022

Revenue$8,766
Expenses$4,276
Net Income$4,490
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 20, 2023
Return Version
2021v4.0
Gross Receipts
$8,766
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.$2,901$3,207
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN LAWRENCEPresident-$0--
ALISON M HOLBROOKTreasurer-$0--
CAITLIN SHERIDANDirector-$0--
KELLY GUERTINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Educational
EIN
04-3206027
Phone
4138249363
Address
PO BOX 56, NORTHFIELD, MA 01360-0056

Signing Officer

Name
Justin Lawrence
Title
President
Phone
4138249363
Signed
2023-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Baystate Tax Service
Address
377 MAIN STREET SUITE 2, GREENFIELD, MA 01301
Preparer
Richard L Holbrook Iii
Phone
4137735560
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising / website 317 office supplies 48 ma form pc 35 ma annual report fee 19 membership fees - amazon 116 misc expenses 383 total 918”

Form 990-ez, Part I, Line 20

“Change in fmv of investments -28,356”

Form 990-ez, Part II, Line 24

“Office equipment 700 700 less accumulated depreciation 700 700 total 0 0”

Form 990-ez, Part II, Line 26

“Payroll taxes withheld 1 0”

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.”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALISON M HOLBROOK
IRS990EZ/BooksInCareOfDetail/PhoneNum04138249363
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt097 F SUMNER TURNER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTHFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0107159
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083292
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0946
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04490
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107159
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083292
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05735
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02901
IRS990EZ/GrossReceiptsAmt08766
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02085
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107158
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083292
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107158
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083292
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUSTIN LAWRENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALISON M HOLBROOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAITLIN SHERIDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY GUERTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-28356
IRS990EZ/OtherExpensesTotalAmt0918
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATIONAL ENRICHMENT, FOSTER COMMUNITY AWARENESS AND ENCOURAGE INDIVIDUAL AND CORPORATE INVOLVEMENT IN THE EDUCATIONAL LIFE OF THE PIONEER VALLEY REGIONAL SCHOOL DISTRICT.
IRS990EZ/PrintingPublicationsPostageAmt057
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE EDUCATIONAL ENRICHMENT OF THE STUDENTS OF THE PIONEER VALLEY REGIONAL SCHOOL DISTRICT WERE FURTHERED BY THE PROGRAMS FUNDED IN THE CURRENT FISCAL YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02901
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03207
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt05735
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04276
IRS990EZ/TotalProgramServiceExpensesAmt03207
IRS990EZ/TotalRevenueAmt08766
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FEEPVRSD.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05535
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04637
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04874
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt029097
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0188
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38390
IRS990ScheduleA/PublicSupportPY170Pct00.49220
IRS990ScheduleA/PublicSupportTotal170Amt018134
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04124
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04495
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018134
IRS990ScheduleA/TotalSupportAmt047231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING / WEBSITE 317 OFFICE SUPPLIES 48 MA FORM PC 35 MA ANNUAL REPORT FEE 19 MEMBERSHIP FEES - AMAZON 116 MISC EXPENSES 383 TOTAL 918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN FMV OF INVESTMENTS -28,356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EQUIPMENT 700 700 LESS ACCUMULATED DEPRECIATION 700 700 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL TAXES WITHHELD 1 0
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
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN LAWRENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04138249363
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION FOR EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXCELLENCE INC
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0043206027
ReturnHeader/Filer/PhoneNum04138249363
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 56
ReturnHeader/Filer/USAddress/CityNm0NORTHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0013600056
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814020132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAYSTATE TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0377 MAIN STREET SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001301
ReturnHeader/PreparerPersonGrp/PhoneNum04137735560
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD L HOLBROOK III
ReturnHeader/ReturnTs02023-02-02T16:18:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUSTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAWRENCE
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,292
Liabilities
$0
Net assets
$83,292
Revenue
$8,766
Expenses
$4,276
Net income
$4,490
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