Civic Intelligence

Sizer School Foundation Inc.

990EZ • Fiscal year 2012 • EIN 04-3573636

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 08, 2012

1 Oak Hill Road01420
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

1st percentile

-617%

Higher net margin than 1% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

4th percentile

-79%

Faster asset growth than 4% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Assets

Down

$194,491

Down $744,624 (-79%) from 2011

Net Assets

Down

$194,491

Down $253,978 (-57%) from 2011

Liabilities

Down

$0

Down $490,646 (-100%) from 2011

Revenue

$41,131

No earlier filing loaded for comparison.

Expenses

Down

$295,109

Down $834,415 (-74%) from 2011

Net Income

-$253,978

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $939,115Liabilities 2011: $490,646Net Assets 2011: $448,4692011Assets 2012: $194,491Liabilities 2012: $0Net Assets 2012: $194,4912012Assets 2013: $82,055Liabilities 2013: $9,416Net Assets 2013: $72,6392013Assets 2014: $125,378Liabilities 2014: $11,868Net Assets 2014: $113,5102014Assets 2015: $5,553,930Liabilities 2015: $0Net Assets 2015: $5,553,9302015Assets 2016: $5,435,114Liabilities 2016: $0Net Assets 2016: $5,435,1142016Assets 2017: $5,310,565Liabilities 2017: $0Net Assets 2017: $5,310,5652017Assets 2018: $5,218,094Liabilities 2018: $0Net Assets 2018: $5,218,0942018Assets 2019: $5,114,433Liabilities 2019: $0Net Assets 2019: $5,114,4332019Assets 2020: $4,990,534Liabilities 2020: $0Net Assets 2020: $4,990,5342020Assets 2021: $4,868,146Liabilities 2021: $0Net Assets 2021: $4,868,1462021Assets 2022: $4,735,591Liabilities 2022: $0Net Assets 2022: $4,735,5912022Assets 2023: $4,615,275Liabilities 2023: $0Net Assets 2023: $4,615,2752023Assets 2024: $4,475,110Liabilities 2024: $0Net Assets 2024: $4,475,1102024Assets 2025: $4,345,285Liabilities 2025: $0Net Assets 2025: $4,345,2852025

Highlighted filing

2012

Assets$194,491
Liabilities$0
Net Assets$194,491

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,129,5242011Revenue 2012: $41,131Expenses 2012: $295,109Net Income 2012: -$253,9782012Revenue 2013: $170,394Expenses 2013: $292,246Net Income 2013: -$121,8522013Revenue 2014: $77,736Expenses 2014: $36,865Net Income 2014: $40,8712014Revenue 2015: $5,924,313Expenses 2015: $483,893Net Income 2015: $5,440,4202015Revenue 2016: $85,302Expenses 2016: $204,118Net Income 2016: -$118,8162016Revenue 2017: $36,110Expenses 2017: $160,659Net Income 2017: -$124,5492017Revenue 2018: $55,276Expenses 2018: $147,747Net Income 2018: -$92,4712018Revenue 2019: $59,130Expenses 2019: $162,791Net Income 2019: -$103,6612019Revenue 2020: $20,132Expenses 2020: $144,031Net Income 2020: -$123,8992020Revenue 2021: $30,148Expenses 2021: $152,536Net Income 2021: -$122,3882021Revenue 2022: $20,615Expenses 2022: $153,170Net Income 2022: -$132,5552022Revenue 2023: $21,296Expenses 2023: $141,612Net Income 2023: -$120,3162023Revenue 2024: $23,298Expenses 2024: $163,463Net Income 2024: -$140,1652024Revenue 2025: $10,284Expenses 2025: $140,109Net Income 2025: -$129,8252025

Highlighted filing

2012

Revenue$41,131
Expenses$295,109
Net Income-$253,978
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 8, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

The foundation was formed to promote the financial well-being of the sizer school, a north central charter essential school, by soliciting, receiving and administering fonds for the operations of the school,

Filing and Contact Details

Filer

EIN
04-3573636
Raw XML Appendix182 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/ContributionsGiftsGrantsEtc039165
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IRS990EZ/ExcessOrDeficitForYear0-253978
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JEFFREY STEPHEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ROBERT HILDRETH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2WILLIAM FLYNN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3STAN SMITH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4FAGAN FORHAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4MEMBER
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal040583
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE FOUNDATION WAS FORMED TO PROMOTE THE FINANCIAL WELL-BEING OF THE SCHOOL, BY SOLICITING, RECEIVING AND ADMINISTERING FUNDS FOR THE OPERATIONS OF THE SCHOOL.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0NCCES FOUNDATION RAISES AND MANAGES PRIVATE GIFTS TO SUPPORT EDUCATIONAL OPPORTUNITIES AT NORTH CENTRAL CHARTER ESSENTIAL SCHOOL (THE SCHOOL) OR OTHER SIMILAR ENTITIES. IN ADDITION, THE FOUNDATION SERVES AS THE MAIN LINK BETWEEN THE CAMPUS AND THE EXTERNAL COMMUNITY, TRANSMITTING INFORMATION BETWEEN THE TWO AND PLAYING A VITAL ROLE AS AN ADVOCATE OF THE SCHOOL IN THE COMMUNITY AND OF THE COMMUNITY IN THE SCHOOL. ALL GRANTS GIVEN IN FISCAL YEAR 2012 WERE GIVEN TO THE SCHOOL.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations0249526
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IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101 OAK HILL ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0FITCHBURG
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode001420
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10NORTH CENTRAL CHARTER ESSENTIAL SCH
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09783452701
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IRS990EZ/TotalExpenses0295109
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IRS990EZ/TotalRevenue041131
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IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal01755393
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IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years015328
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years012765
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0257465
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IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear01966
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IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0187
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0839
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IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportPertcentPriorYear00.36770
IRS990ScheduleA/PublicSupportTotal1700-1371720
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IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years012765
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IRS990ScheduleA/Total170/Total0383673
IRS990ScheduleA/TotalSupport0390038
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST AND OTHER 1,966..
IRS990ScheduleO/GeneralExplanation/Explanation1AFFILIATE NAME: NORTH CENTRAL CHARTER ESSENTIAL SCHOOL. AFFILIATE ADDRESS: 1 OAK HILL ROAD FITCHBURG, MA 01420. PURPOSE OF PAYMENT: GRANTS. AMOUNT OF PAYMENT: 249,526.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,023. DESCRIPTION: FUNDRAISING AND DEVELOPMENT. AMOUNT: 37,687. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 1,873. TOTAL TO FORM 990-EZ, LINE 16: 40,583.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: DUE TO THE SCHOOL. BEG. OF YEAR AMOUNT: 490,646. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1PAYMENTS TO AFFILIATES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0043573636
ReturnHeader/Filer/Name/BusinessNameLine10NORTH CENTRAL CHARTER ESSENTIAL
ReturnHeader/Filer/Name/BusinessNameLine20SCHOOL FOUNDATION INC
ReturnHeader/Filer/NameControl0NORT
ReturnHeader/Filer/Phone09783452701
ReturnHeader/Filer/USAddress/AddressLine101 OAK HILL ROAD
ReturnHeader/Filer/USAddress/City0FITCHBURG
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001420
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-08
ReturnHeader/Officer/Name0JEFFREY STEPHEN
ReturnHeader/Officer/Phone09783452701
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-11-08
ReturnHeader/PreparerFirm/EIN0042571780
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ALEXANDER ARONSON FINNING & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1021 EAST MAIN STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WESTBOROUGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001581
ReturnHeader/Preparer/Name0DAVID KELLEHER CPA
ReturnHeader/Preparer/Phone05083669100
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T08:30:49-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.01$0.14$0.13
2024Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.02$0.16$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.02$0.14$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.02$0.15$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.03$0.15$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.02$0.14$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.06$0.16$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.06$0.15$0.09
2017Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.04$0.16$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.09$0.20$0.12
2015Summary only. Only limited summary data is available for this year.$5.55$0.00$5.55$5.92$0.48$5.44
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.11$0.08$0.04$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.01$0.07$0.17$0.29$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.04$0.30$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.49$0.45$1.13