Civic Intelligence

Weymouth Educational Foundation Inc

990 • Fiscal year 2022 • EIN 04-3334792

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 11, 2022

Organization ProfileN/A
CO Wf Garvey 91 Old Colony DrWeymouth, MA 02188-1917

(781) 331-1322

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

12th percentile

-39%

Higher net margin than 12% 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

23rd percentile

-18%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

91st percentile

199%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$55,783

Down $12,653 (-18%) from 2021

Net Assets

Down

$54,751

Down $13,685 (-20%) from 2021

Liabilities

Up

$1,032

Up $1,032 from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin12th percentile

Revenue

Up

$25,661

Up $17,084 (+199%) from 2021

Expenses

Up

$35,649

Up $34,813 (+4164%) from 2021

Net Income

Down

-$9,988

Down $17,729 (-229%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $63,489Liabilities 2011: $0Net Assets 2011: $63,4892011Assets 2012: $58,834Liabilities 2012: $0Net Assets 2012: $58,8342012Assets 2013: $64,379Liabilities 2013: $0Net Assets 2013: $64,3792013Assets 2014: $59,245Liabilities 2014: $0Net Assets 2014: $59,2452014Assets 2015: $59,427Liabilities 2015: $0Net Assets 2015: $59,4272015Assets 2016: $65,249Liabilities 2016: $3,065Net Assets 2016: $62,1842016Assets 2017: $63,578Liabilities 2017: $0Net Assets 2017: $63,5782017Assets 2018: $72,718Liabilities 2018: $0Net Assets 2018: $72,7182018Assets 2019: $64,243Liabilities 2019: $0Net Assets 2019: $64,2432019Assets 2020: $56,071Liabilities 2020: $2,545Net Assets 2020: $53,5262020Assets 2021: $68,436Liabilities 2021: $0Net Assets 2021: $68,4362021Assets 2022: $55,783Liabilities 2022: $1,032Net Assets 2022: $54,7512022

Highlighted filing

2022

Assets$55,783
Liabilities$1,032
Net Assets$54,751
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

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

$40K$20K$0-$20KExpenses 2011: $18,2672011Expenses 2012: $25,2942012Revenue 2013: $17,319Expenses 2013: $14,560Net Income 2013: $2,7592013Revenue 2014: $19,262Expenses 2014: $26,300Net Income 2014: -$7,0382014Revenue 2015: $20,360Expenses 2015: $17,806Net Income 2015: $2,5542015Revenue 2016: $18,266Expenses 2016: $15,638Net Income 2016: $2,6282016Revenue 2017: $24,447Expenses 2017: $25,684Net Income 2017: -$1,2372017Revenue 2018: $28,412Expenses 2018: $17,008Net Income 2018: $11,4042018Revenue 2019: $20,646Expenses 2019: $27,534Net Income 2019: -$6,8882019Revenue 2020: $8,212Expenses 2020: $12,756Net Income 2020: -$4,5442020Revenue 2021: $8,577Expenses 2021: $836Net Income 2021: $7,7412021Revenue 2022: $25,661Expenses 2022: $35,649Net Income 2022: -$9,9882022

Highlighted filing

2022

Revenue$25,661
Expenses$35,649
Net Income-$9,988
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 11, 2022
Return Version
2021v4.2
Gross Receipts
$44,274
Mission and Program Overview

Mission

To assist the students of the weymouth public schools via grant and award to the entire school system and individual teachers.

To assist the students of the weymouth public schools via grants and awards to teachers within the system

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$49,221$27,482▼ $21,739
Cash and Non-Interest-Bearing Accounts$9,607$18,651▲ $9,044
Savings and Temporary Cash Investments$9,608$9,650▲ $42
Total Assets$68,436$55,783▼ $12,653
Liabilities
Accounts Payable and Accrued Expenses-$1,032-
Total Liabilities$0$1,032▲ $1,032
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$68,436$54,751▼ $13,685
Total Net Assets Fund Balance$68,436$54,751▼ $13,685
Total Liabilities and Net Assets / Fund Balance$68,436$55,783▼ $12,653

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,003--
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Sandra CarleDirector/president
Carol KarlbergDirector/vice President
Diane OliverioDirector
Helen MaloneyDirector
Rosemary Mc EachernDirector
Ruth Anne KennedyDirector
William DonnellanDirector
William GarveyDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,739
Program Service Revenue
$0
Investment Income
$-78
Other Revenue
$0
All Other Contributions
$25,739
Change in Net Assets
$-9,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,975
Other Expenses$674
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$34,975--$34,975
Other Expenses-$26-$26
All Other Expenses-$7-$7
Total Functional Expenses$34,975$674$0$35,649
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The members of the foundation elect all the members of the board.”

Form 990, Part VI, Section A, Line 7A

“The executive board elects its members at its annual meeting. All members are allowed to elect executive board.”

Form 990, Part VI, Section B, Line 11B

“The treasurer, who prepares the return, discusses the tax return with the exectuive board before filing the return.”

Form 990, Part VI, Section C, Line 19

“The governing body will provide its various documents upon written request. The information will be provided as soon as possible at a nominal cost for copying.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Carol karlberg - 1018 pleasant street, weymouth, ma 02189. William garvey - 91 old colony drive, weymouth, ma 02188. Ruth anne kennedy - 121 worthen avenue, weymouth, ma 02188. Diane oliverio - 2 argyle court, weymouth, ma 02189. Rosemary mc eachern - 175 worthern avenue, weymouth, ma 02188. Helen maloney - 501 commerce dr #1-315, braintree, ma 02184. William donnellan - 11 addington circle, weymouth, ma 02189. Sandra carle - 12 karlyn road, weymouth, ma 02188.”

Filing and Contact Details

Filer

Filer Name
Weymouth Educational Foundation Inc
EIN
04-3334792
Phone
7813311322
Address
CO WF GARVEY 91 OLD COLONY DR, WEYMOUTH, MA 02188-1917

Signing Officer

Name
William F Garvey
Title
Treasurer
Phone
7813311322
Signed
2022-10-11

Organization Details

Principal Officer
Sandra Carle
Formed
1996
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0
Raw XML Appendix398 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc1111.482 LOOMIS SAYLES SMALL GROWTH
IRS990ScheduleD/OtherSecuritiesGrp/Desc2276.667 LOOMIS SAYLES BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc375 DAKTRONICS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4ISHARES-EUROPEAN FINANCIAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc5100 UBS GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc650 VERIZON
IRS990ScheduleD/OtherSecuritiesGrp/Desc762 ESSTNTIAL UTILTIES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc825 GILEAD SCIENCES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc950 WALGREENS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1050 PFIZER
IRS990ScheduleD/OtherSecuritiesGrp/Desc1150 BASF SE
IRS990ScheduleD/OtherSecuritiesGrp/Desc12250 COTY INC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt027482
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ALL SMALL GRANTS ISSUED TO TEACHERS IN THE WEYMOUTH SCHOOL DEPARTMENT NO ONE GRANT WAS IN EXCESS OF $1,000.00 AND ALL WERE MADE IN CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PERSONS APPLY, GRANT COMMITTEE SELECTS THOSE WHO WILL RECEIVE GRANTS. ONE HALF (1/2) OF TOTAL GRANT IS ISSUED UPON THE AWARDING OF THE GRANT. UPON THE GRANT COMPLETION THE RECIPIENT SUBMITS THE PAPERWORK TO THE GRANT COMMITTEE WHO APPROVE THE FINAL PAPERWORK AND AUTHORIZES THE FINAL DISBURSEMENT UP TO THE AMOUNT OF THE TOTAL GRANT. THE GRANT COMMITTEE DOES NOT KNOW WHO HAS SUBMITTED EACH GRANT UNTIL ALL GRANTS HAVE BEEN AWARDED. NO ONE INDIVIDUAL RECEIVES MORE THAN $1,000.00 IN ANY ONE YEAR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE FOUNDATION ELECT ALL THE MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE BOARD ELECTS ITS MEMBERS AT ITS ANNUAL MEETING. ALL MEMBERS ARE ALLOWED TO ELECT EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER, WHO PREPARES THE RETURN, DISCUSSES THE TAX RETURN WITH THE EXECTUIVE BOARD BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BODY WILL PROVIDE ITS VARIOUS DOCUMENTS UPON WRITTEN REQUEST. THE INFORMATION WILL BE PROVIDED AS SOON AS POSSIBLE AT A NOMINAL COST FOR COPYING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CAROL KARLBERG - 1018 PLEASANT STREET, WEYMOUTH, MA 02189. WILLIAM GARVEY - 91 OLD COLONY DRIVE, WEYMOUTH, MA 02188. RUTH ANNE KENNEDY - 121 WORTHEN AVENUE, WEYMOUTH, MA 02188. DIANE OLIVERIO - 2 ARGYLE COURT, WEYMOUTH, MA 02189. ROSEMARY MC EACHERN - 175 WORTHERN AVENUE, WEYMOUTH, MA 02188. HELEN MALONEY - 501 COMMERCE DR #1-315, BRAINTREE, MA 02184. WILLIAM DONNELLAN - 11 ADDINGTON CIRCLE, WEYMOUTH, MA 02189. SANDRA CARLE - 12 KARLYN ROAD, WEYMOUTH, MA 02188.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt068436
IRS990/TotalAssetsEOYAmt055783
IRS990/TotalAssetsGrp/BOYAmt068436
IRS990/TotalAssetsGrp/EOYAmt055783
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt025739
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0674
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034975
IRS990/TotalFunctionalExpensesGrp/TotalAmt035649
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01032
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01032
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt068436
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054751
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt034975
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-78
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt025661
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt068436
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt055783
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012 KARLYN ROAD
IRS990/USAddress/CityNm0WEYMOUTH
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002188
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F GARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07813311322
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEYMOUTH EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WEYM
ReturnHeader/Filer/EIN0043334792
ReturnHeader/Filer/PhoneNum07813311322
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO WF GARVEY 91 OLD COLONY DR
ReturnHeader/Filer/USAddress/CityNm0WEYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021881917
ReturnHeader/ReturnTs02022-10-11T13:40:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARVEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$55,783
Liabilities
$1,032
Net assets
$54,751
Revenue
$25,661
Expenses
$35,649
Net income
-$9,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$55.8$1.03$54.8$25.7$35.6$9.99
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.4$0.00$68.4$8.58$0.84$7.74
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.1$2.55$53.5$8.21$12.8$4.54
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.2$0.00$64.2$20.6$27.5$6.89
2018Summary only. Only limited summary data is available for this year.$72.7$0.00$72.7$28.4$17.0$11.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.6$0.00$63.6$24.4$25.7$1.24
2016Detailed filing. Detailed filing data is available for this year.$65.2$3.07$62.2$18.3$15.6$2.63
2015Detailed filing. Detailed filing data is available for this year.$59.4$0.00$59.4$20.4$17.8$2.55
2014Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$19.3$26.3$7.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.4$0.00$64.4$17.3$14.6$2.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.8$0.00$58.8$25.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.5$0.00$63.5$18.3