Civic Intelligence

Codman Academy Foundation Inc

990 • Fiscal year 2019 • EIN 04-3559945

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 13, 2020

Organization ProfileCODMANACADEMY.ORG
637 Washington StreetDorchester, MA 02124

(617) 287-0700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.25x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

3.13x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

13th percentile

-5.9%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-10.0%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$15,540,533

Down $976,270 (-5.9%) from 2018

Net Assets

Up

$11,640,023

Up $641,831 (+5.8%) from 2018

Liabilities

Down

$3,900,510

Down $1,618,101 (-29%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin91st percentile

Revenue

Down

$1,247,823

Down $138,423 (-10.0%) from 2018

Expenses

Up

$605,992

Up $73,408 (+14%) from 2018

Net Income

Down

$641,831

Down $211,831 (-25%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$30M$20M$10M$0Assets 2010: $1,197,798Liabilities 2010: $0Net Assets 2010: $1,197,7982010Assets 2011: $4,579,456Liabilities 2011: $4,375Net Assets 2011: $4,575,0812011Assets 2012: $4,808,982Liabilities 2012: $200,000Net Assets 2012: $4,608,9822012Assets 2013: $4,962,033Liabilities 2013: $0Net Assets 2013: $4,962,0332013Assets 2014: $9,209,576Liabilities 2014: $2,322,819Net Assets 2014: $6,886,7572014Assets 2015: $13,102,981Liabilities 2015: $5,099,061Net Assets 2015: $8,003,9202015Assets 2016: $16,908,910Liabilities 2016: $8,192,457Net Assets 2016: $8,716,4532016Assets 2017: $17,245,809Liabilities 2017: $7,101,279Net Assets 2017: $10,144,5302017Assets 2018: $16,516,803Liabilities 2018: $5,518,611Net Assets 2018: $10,998,1922018Assets 2019: $15,540,533Liabilities 2019: $3,900,510Net Assets 2019: $11,640,0232019Assets 2020: $16,001,829Liabilities 2020: $3,900,509Net Assets 2020: $12,101,3202020Assets 2021: $16,523,756Liabilities 2021: $3,900,512Net Assets 2021: $12,623,2442021Assets 2022: $21,175,637Liabilities 2022: $11,231,951Net Assets 2022: $9,943,6862022Assets 2023: $28,781,992Liabilities 2023: $13,535,349Net Assets 2023: $15,246,6432023Assets 2024: $28,971,815Liabilities 2024: $13,059,508Net Assets 2024: $15,912,3072024

Highlighted filing

2019

Assets$15,540,533
Liabilities$3,900,510
Net Assets$11,640,023
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $400,204Expenses 2010: $430,356Net Income 2010: -$30,1522010Expenses 2011: $369,3662011Expenses 2012: $792,2432012Revenue 2013: $798,099Expenses 2013: $445,048Net Income 2013: $353,0512013Revenue 2014: $2,377,597Expenses 2014: $452,873Net Income 2014: $1,924,7242014Revenue 2015: $2,085,973Expenses 2015: $968,810Net Income 2015: $1,117,1632015Revenue 2016: $1,232,736Expenses 2016: $520,203Net Income 2016: $712,5332016Revenue 2017: $1,919,729Expenses 2017: $491,652Net Income 2017: $1,428,0772017Revenue 2018: $1,386,246Expenses 2018: $532,584Net Income 2018: $853,6622018Revenue 2019: $1,247,823Expenses 2019: $605,992Net Income 2019: $641,8312019Revenue 2020: $1,005,585Expenses 2020: $544,288Net Income 2020: $461,2972020Revenue 2021: $875,539Expenses 2021: $353,615Net Income 2021: $521,9242021Revenue 2022: $1,312,606Expenses 2022: $1,078,564Net Income 2022: $234,0422022Revenue 2023: $1,115,420Expenses 2023: $1,126,127Net Income 2023: -$10,7072023Revenue 2024: $1,308,101Expenses 2024: $749,977Net Income 2024: $558,1242024

Highlighted filing

2019

Revenue$1,247,823
Expenses$605,992
Net Income$641,831
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 13, 2020
Return Version
2018v3.2
Gross Receipts
$1,681,468
Mission and Program Overview

Mission

To support the mission of the codman academy charter public school.

To support the mission of codman academy charter public school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$12,816,800$12,433,212▼ $383,588
Savings and Temporary Cash Investments$2,385,177$2,272,922▼ $112,255
Pledges and Grants Receivable$1,096,940$528,181▼ $568,759
Cash and Non-Interest-Bearing Accounts$182,358$235,347▲ $52,989
Land, Buildings, and Equipment, Net$30,202$23,427▼ $6,775
Prepaid Expenses and Deferred Charges$5,326$5,325▼ $1
Total Assets$16,516,803$15,540,533▼ $976,270
Other Assets Total$0$42,119▲ $42,119
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,900,000$3,900,000→ $0
Tax Exempt Bond Liabilities$1,228,278--
Other Liabilities$382,490$0▼ $382,490
Accounts Payable and Accrued Expenses$7,843$510▼ $7,333
Total Liabilities$5,518,611$3,900,510▼ $1,618,101
Net Assets / Fund Balance
Unrestricted Net Assets$9,561,113$10,717,209▲ $1,156,096
Temporarily Rstr Net Assets$1,407,035$892,770▼ $514,265
Permanently Rstr Net Assets$30,044$30,044→ $0
Total Net Assets Fund Balance$10,998,192$11,640,023▲ $641,831
Total Liabilities and Net Assets / Fund Balance$16,516,803$15,540,533▼ $976,270

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$22,640$40,950$63,590
Equipment$787$20,831$21,618

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$30,044---$30,044
2017$30,295--$251$30,044
2016$30,295---$30,295
2015$30,295---$30,295
2014$25,295$5,000--$30,295
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Mary WeberDirector, President
James DillonPresident
Andrew PerlmutterDirector
Anne Von GuionneauDirector
Bill TriantDirector
Bruce BaptistaDirector
Candace Lau-hansenDirector
Christine CarsmanDirector
Christopher PetryshinDirector
Devesh GandhiDirector
Glenda FishmanDirector
Jason HirschDirector
LAWRENCE O'DONNELLDirector
Marianne LordDirector
Mbakwe OkaforDirector
Meg CampbellDirector
Meredith HollisDirector
Patti SarisDirector
Perrin GraysonDirector
Roann CostinDirector
Stephen SandakDirector
William WallDirector, Treasurer
Christopher Del ColClerk
Revenue and Support

Revenue Composition

Contributions and Grants
$1,104,692
Program Service Revenue
$0
Investment Income
$139,756
Other Revenue
$3,375
All Other Contributions
$948,684
Change in Net Assets
$641,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$520,000
Other Expenses$85,992
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$520,000--$520,000
Fees for Services Legal-$31,547-$31,547
Interest-$25,429-$25,429
Fees for Services Other-$20,000-$20,000
Depreciation Depletion$6,775--$6,775
Other Expenses-$2,241-$2,241
Total Functional Expenses$526,775$79,217$0$605,992
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Codman Academy Charter Public SchoolDorchester, MAN/aTo Enhance the Educational Program of Codman Academy Charter Public School$520,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,375
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$159,383$3,375-$3,375
Total Events$159,383$3,375-$3,375
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassdevelopment Series 2014a2014-12-23$4,000,000For property acquisition and improvement

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,000,000-$4,000,000-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed and approved by the treasurer of the board of trustees and provided to all board members before filing.”

Form 990, Part VI, Section B, Line 12C

“Each director, officer and member of the board is required to annually sign a statement that affirms they have read, understood and agrees to comply with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 18

“Codman academy foundation, inc. Makes its form 990 available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“Codman academy foundation, inc. (the foundation) makes its governing documents and financial statements available to the public upon request. The foundation's financial statements are also available on the attorney general of massachusetts' website.”

Filing and Contact Details

Filer

Filer Name
Codman Academy Foundation Inc
EIN
04-3559945
Phone
6172870700
Address
637 WASHINGTON STREET, DORCHESTER, MA 02124

Signing Officer

Name
Mary Weber
Title
President
Phone
6172870700
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Weber
Formed
2001
Legal Domicile
Ma
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
23

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
John Buckley CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Codman academy foundation, inc. Did not change either its oversight of audit process or selection of an independent accountant process during the tax year.”

Raw XML AppendixShowing 400 of 640 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07843
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0510
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE MISSION OF CODMAN ACADEMY CHARTER PUBLIC SCHOOL.
IRS990/AllOtherContributionsAmt0948684
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAWN LEANESS
IRS990/BooksInCareOfDetail/PhoneNum06172870700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0637 WASHINGTON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DORCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002124
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0182358
IRS990/CashNonInterestBearingGrp/EOYAmt0235347
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt0156008
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01104692
IRS990/CYGrantsAndSimilarPaidAmt0520000
IRS990/CYInvestmentIncomeAmt0139756
IRS990/CYOtherExpensesAmt085992
IRS990/CYOtherRevenueAmt03375
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0641831
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0605992
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01247823
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06775
IRS990/DepreciationDepletionGrp/TotalAmt06775
IRS990/Desc0TO PROMOTE THE FINANCIAL WELL-BEING OF THE CODMAN ACADEMY CHARTER PUBLIC SCHOOL AND TO SUPPORT VARIOUS STUDENT ENRICHMENT ACTIVITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt0526775
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt031547
IRS990/FeesForServicesLegalGrp/TotalAmt031547
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt020000
IRS990/FeesForServicesOtherGrp/TotalAmt020000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTINE CARSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1ROANN COSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTOPHER DEL COL
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES DILLON
IRS990/Form990PartVIISectionAGrp/PersonNm4PERRIN GRAYSON
IRS990/Form990PartVIISectionAGrp/PersonNm5MARIANNE LORD
IRS990/Form990PartVIISectionAGrp/PersonNm6LAWRENCE O'DONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm7ANDREW PERLMUTTER
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM WALL
IRS990/Form990PartVIISectionAGrp/PersonNm9STEPHEN SANDAK
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY WEBER
IRS990/Form990PartVIISectionAGrp/PersonNm11MEREDITH HOLLIS
IRS990/Form990PartVIISectionAGrp/PersonNm12BILL TRIANT
IRS990/Form990PartVIISectionAGrp/PersonNm13MBAKWE OKAFOR
IRS990/Form990PartVIISectionAGrp/PersonNm14CANDACE LAU-HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm15GLENDA FISHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm16JASON HIRSCH
IRS990/Form990PartVIISectionAGrp/PersonNm17CHRISTOPHER PETRYSHIN
IRS990/Form990PartVIISectionAGrp/PersonNm18ANNE VON GUIONNEAU
IRS990/Form990PartVIISectionAGrp/PersonNm19MEG CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm20BRUCE BAPTISTA
IRS990/Form990PartVIISectionAGrp/PersonNm21DEVESH GANDHI
IRS990/Form990PartVIISectionAGrp/PersonNm22PATTI SARIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR, PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0156008
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt03375
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt0520000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0520000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0520000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01681468
IRS990/GrossRentsGrp/RealAmt0433645
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt025429
IRS990/InterestGrp/TotalAmt025429
IRS990/InvestmentIncomeGrp/ExclusionAmt0139756
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0139756
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt061781
IRS990/LandBldgEquipBasisNetGrp/BOYAmt030202
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023427
IRS990/LandBldgEquipCostOrOtherBssAmt085208
IRS990/LegalDomicileStateCd0MA
IRS990/LessRentalExpensesGrp/RealAmt0433645
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE MISSION OF THE CODMAN ACADEMY CHARTER PUBLIC SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03900000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03900000
IRS990/NetAssetsOrFundBalancesBOYAmt010998192
IRS990/NetAssetsOrFundBalancesEOYAmt011640023
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03375
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03375
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt042119
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02241
IRS990/OtherExpensesGrp/TotalAmt02241
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0382490
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt012816800
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt012433212
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt030044
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt030044
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01096940
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0528181
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05326
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05325
IRS990/PrincipalOfficerNm0MARY WEBER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01228972
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0426000
IRS990/PYInvestmentIncomeAmt0150644
IRS990/PYOtherExpensesAmt0106584
IRS990/PYOtherRevenueAmt06630
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0853662
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0532584
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01386246
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0641831
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02385177
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02272922
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CODMAN ACADEMY FOUNDATION SUPPORTS CODMAN ACADEMY PUBLIC CHARTER SCHOOL BY PROVIDING FUNDING FOR THE OPERATIONS OF THE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ONE OF THE FOUNDATION'S BOARD MEMBERS SERVED ON THE BOARD OF THE SUPPORTED ORGANIZATION. THIS SHARED BOARD MEMBER AND MANAGEMENT ALSO ARE PART OF THE DECISION MAKING GROUP THAT DECIDES WHEN AND IF SOME ASSETS OF THE FOUNDATION SHOULD BE DIRECTED TO THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2CODMAN ACADEMY PUBLIC CHARTER SCHOOL DIRECTS ITS CHARITABLE RESOURCES TOGETHER WITH RESOURCES PROVIDED BY CODMAN ACADEMY FOUNDATION TO ITS EDUCATIONAL PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0043559945
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0520000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CODMAN ACADEMY CHARTER PUBLIC SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0520000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt030044
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt030044

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,540,533
Liabilities
$3,900,510
Net assets
$11,640,023
Revenue
$1,247,823
Expenses
$605,992
Net income
$641,831
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.0$13.1$15.9$1.31$0.75$0.56
2023Detailed filing. Detailed filing data is available for this year.$28.8$13.5$15.2$1.12$1.13$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$11.2$9.94$1.31$1.08$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$3.90$12.6$0.88$0.35$0.52
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$3.90$12.1$1.01$0.54$0.46
2019Detailed filing. Detailed filing data is available for this year.$15.5$3.90$11.6$1.25$0.61$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$5.52$11.0$1.39$0.53$0.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$7.10$10.1$1.92$0.49$1.43
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$8.19$8.72$1.23$0.52$0.71
2015Detailed filing. Detailed filing data is available for this year.$13.1$5.10$8.00$2.09$0.97$1.12
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.21$2.32$6.89$2.38$0.45$1.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.00$4.96$0.80$0.45$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.20$4.61$0.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.00$4.58$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.40$0.43$0.03