Civic Intelligence

The Educational Foundation for Rockport Inc

990EZ • Fiscal year 2018 • EIN 04-3214141

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 02, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

60th percentile

7.4%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

258%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$480,535

Up $33,289 (+7.4%) from 2017

Net Assets

Up

$480,535

Up $33,289 (+7.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$138,696

Up $99,913 (+258%) from 2017

Expenses

Down

$33,889

Down $1,385 (-3.9%) from 2017

Net Income

Up

$104,807

Up $101,298 (+2887%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$480,535
Liabilities$0
Net Assets$480,535

Operations Trend

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

2018

Revenue$138,696
Expenses$33,889
Net Income$104,807
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 2, 2019
Return Version
2018v3.1
Gross Receipts
$177,701
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-$31,966
Compensation and Service Providers

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
2019-11-02

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 315 educational program suppo 31,866 taxes 35 bank fees 25 dues & subscriptions 100 total 32,341

Form 990-ez, Part I, Line 20

Unrealized gain on investments -71,518

Form 990-ez, Part II, Line 24

Investments at market 367,051 430,462 total 367,051 430,462

Raw XML Appendix192 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 315 EDUCATIONAL PROGRAM SUPPO 31,866 TAXES 35 BANK FEES 25 DUES & SUBSCRIPTIONS 100 TOTAL 32,341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS -71,518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENTS AT MARKET 367,051 430,462 TOTAL 367,051 430,462
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
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES GUTSTADT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09785461250
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-02
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
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ReturnHeader/FilingSecurityInformation/IPDt02019-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:59:10
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/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOREEN R CARTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-04T12:59:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits