Civic Intelligence

The Educational Foundation for Rockport Inc

990EZ • Fiscal year 2017 • EIN 04-3214141

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 20, 2018

Organization ProfileROCKPORT.K12.MA.US/EDFOUND
C/O Supt Of Schools 24 Jerdens LnRockport, MA 01966

(978) 546-1250

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$447,246

Up $46,440 (+12%) from 2016

Net Assets

Up

$447,246

Up $46,878 (+12%) from 2016

Liabilities

Down

$0

Down $438 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin62nd percentile

Revenue

Down

$38,783

Down $6,635 (-15%) from 2016

Expenses

Up

$35,274

Up $6,445 (+22%) from 2016

Net Income

Down

$3,509

Down $13,080 (-79%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$1.0M$500K$0Assets 2010: $280,165Net Assets 2010: $280,1652010Assets 2011: $267,255Liabilities 2011: $52Net Assets 2011: $267,2032011Assets 2012: $281,984Net Assets 2012: $281,9842012Assets 2013: $300,276Liabilities 2013: $438Net Assets 2013: $299,8382013Assets 2014: $372,713Liabilities 2014: $438Net Assets 2014: $372,2752014Assets 2015: $360,299Liabilities 2015: $438Net Assets 2015: $359,8612015Assets 2016: $400,806Liabilities 2016: $438Net Assets 2016: $400,3682016Assets 2017: $447,246Liabilities 2017: $0Net Assets 2017: $447,2462017Assets 2018: $480,535Liabilities 2018: $0Net Assets 2018: $480,5352018Assets 2019: $620,170Liabilities 2019: $0Net Assets 2019: $620,1702019Assets 2020: $745,862Liabilities 2020: $0Net Assets 2020: $745,8622020Assets 2021: $898,148Liabilities 2021: $0Net Assets 2021: $898,1482021Assets 2022: $734,930Liabilities 2022: $0Net Assets 2022: $734,9302022Assets 2023: $850,114Liabilities 2023: $0Net Assets 2023: $850,1142023Assets 2024: $998,410Liabilities 2024: $0Net Assets 2024: $998,4102024

Highlighted filing

2017

Assets$447,246
Liabilities$0
Net Assets$447,246
Open 2017 Filing

Operations Trend

Revenue Growth28th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $30,834Expenses 2010: $32,014Net Income 2010: -$1,1802010Revenue 2011: $52,496Expenses 2011: $64,101Net Income 2011: -$11,6052011Revenue 2012: $33,174Expenses 2012: $31,068Net Income 2012: $2,1062012Revenue 2013: $46,584Expenses 2013: $51,297Net Income 2013: -$4,7132013Revenue 2014: $102,331Expenses 2014: $42,362Net Income 2014: $59,9692014Revenue 2015: $46,828Expenses 2015: $38,854Net Income 2015: $7,9742015Revenue 2016: $45,418Expenses 2016: $28,829Net Income 2016: $16,5892016Revenue 2017: $38,783Expenses 2017: $35,274Net Income 2017: $3,5092017Revenue 2018: $138,696Expenses 2018: $33,889Net Income 2018: $104,8072018Revenue 2019: $80,046Expenses 2019: $35,690Net Income 2019: $44,3562019Revenue 2020: $69,559Expenses 2020: $30,389Net Income 2020: $39,1702020Revenue 2021: $72,796Expenses 2021: $29,117Net Income 2021: $43,6792021Revenue 2022: $55,843Expenses 2022: $50,543Net Income 2022: $5,3002022Revenue 2023: $82,985Expenses 2023: $86,210Net Income 2023: -$3,2252023Revenue 2024: $107,380Expenses 2024: $61,295Net Income 2024: $46,0852024

Highlighted filing

2017

Revenue$38,783
Expenses$35,274
Net Income$3,509
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 20, 2018
Return Version
2017v2.3
Gross Receipts
$39,082
Mission and Program Overview

Mission

Support of local public school programs

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIPS TO GRADUATING STUDENTS AND FINANCIAL ASSISTANCE TO SPECIFIC ROCKPORT PUBLIC SCHOOL PROGRAMS NOT FUNDED THROUGH THE MUNICIPAL BUDGET-$34,289
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA TINGLEYPresident-$0--
LAURENE WESSELVice Preside-$0--
JAMY MADEJASecretary-$0--
JAMES GUTSTADTTreasurer-$0--
CHRISTOPHER ENGELDirector-$0--
WILLIAM WALLERDirector-$0--
STEPHEN ROWELLDirector-$0--
MARYBETH MURPHYDirector-$0--
LANA RAZDANDirector-$0--
MICHELLE UKRAINEDirector-$0--
ERIN BATTISTELLIDirector-$0--
GAIL MCCARTHYDirector-$0--
ROBIN CROCKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Educational Foundation
EIN
04-3214141
Phone
9785461250
Address
C/O SUPT OF SCHOOLS 24 JERDENS LN, ROCKPORT, MA 01966

Signing Officer

Name
James Gutstadt
Title
Treasurer
Phone
9785461250
Signed
2018-06-20

Preparer

Firm
Doreen R Carter CPA
Address
2 MARY HELEN WAY, ROCKPORT, MA 01966
Preparer
Doreen R Carter
Phone
9785462921
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 200 educational program suppo 34,289 taxes 35 total 34,524”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 43,369”

Form 990-ez, Part II, Line 24

“Investments at market 314,109 367,051 total 314,109 367,051”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 438 0”

Raw XML Appendix195 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA TINGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURENE WESSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMY MADEJA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES GUTSTADT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTOPHER ENGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM WALLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHEN ROWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARYBETH MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LANA RAZDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MICHELLE UKRAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ERIN BATTISTELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11GAIL MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ROBIN CROCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0314109
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0367051
IRS990EZ/OtherChangesInNetAssetsAmt043369
IRS990EZ/OtherExpensesTotalAmt034524
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF LOCAL PUBLIC SCHOOL PROGRAMS
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IRS990EZ/SaleOfAssetsGrossAmt0698
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROCKPORT.K12.MA.US/EDFOUND
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt058,973
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022837
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0197366
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05780
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04247
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07157
IRS990ScheduleA/OtherIncome170Grp/TotalAmt058973
IRS990ScheduleA/PublicSupportCY170Pct00.68320
IRS990ScheduleA/PublicSupportPY170Pct00.67170
IRS990ScheduleA/PublicSupportTotal170Amt0197366
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018400
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035180
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0197366
IRS990ScheduleA/TotalSupportAmt0288896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 200 EDUCATIONAL PROGRAM SUPPO 34,289 TAXES 35 TOTAL 34,524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 43,369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENTS AT MARKET 314,109 367,051 TOTAL 314,109 367,051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 438 0
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES GUTSTADT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09785461250
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR ROCKPORT INC
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0043214141
ReturnHeader/Filer/PhoneNum09785461250
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SUPT OF SCHOOLS 24 JERDENS LN
ReturnHeader/Filer/USAddress/CityNm0ROCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001966
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AE07331F7026052F89ED827AB670201D269EDAA9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F54AA8E5C2852FAB473639AD7A0166FAFED196F4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-06-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:14:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412118337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOREEN R CARTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 MARY HELEN WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001966
ReturnHeader/PreparerPersonGrp/PhoneNum09785462921
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOREEN R CARTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-22T13:14:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,246
Liabilities
$0
Net assets
$447,246
Revenue
$38,783
Expenses
$35,274
Net income
$3,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.98$0.00$9.98$1.07$0.61$0.46
2023Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.83$0.86$0.03
2022Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.56$0.51$0.05
2021Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.73$0.29$0.44
2020Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.70$0.30$0.39
2019Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.80$0.36$0.44
2018Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$1.39$0.34$1.05
2017Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.39$0.35$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.00$0.45$0.29$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.47$0.39$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.72$1.02$0.42$0.60
2013Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.47$0.51$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$2.82$0.33$0.31$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.67$0.52$0.64$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$2.80$0.31$0.32$0.01