Civic Intelligence

Trustees of the Putnam Free School

990PF • Fiscal year 2013 • EIN 04-6040535

Nov 01, 2012 to Oct 31, 2013 • Filed on Feb 19, 2014

Organization Profile
PO Box 562Newburyport, MA 01950
Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

72nd percentile

0.14x

Higher debt load relative to revenue than 72% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

9th percentile

-59%

Higher net margin than 9% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

59th percentile

$5,750

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

23rd percentile

-4.6%

Faster asset growth than 23% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

58th percentile

9.0%

Faster revenue growth than 58% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$634,884

Down $30,590 (-4.6%) from 2012

Net Assets

Down

$627,917

Down $20,364 (-3.1%) from 2012

Liabilities

Down

$6,967

Down $10,226 (-59%) from 2012

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin9th percentile

Revenue

$51,210

No earlier filing loaded for comparison.

Expenses

Up

$81,227

Up $6,659 (+8.9%) from 2012

Net Income

-$30,017

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $691,547Liabilities 2011: $16,8932011Assets 2012: $665,474Liabilities 2012: $17,193Net Assets 2012: $648,2812012Assets 2013: $634,884Liabilities 2013: $6,967Net Assets 2013: $627,9172013Assets 2014: $594,963Liabilities 2014: $3,9782014Assets 2015: $828,705Liabilities 2015: $1,500Net Assets 2015: $827,2052015Assets 2016: $773,107Liabilities 2016: $1,555Net Assets 2016: $771,5522016Assets 2018: $711,804Liabilities 2018: $1,595Net Assets 2018: $710,2092018Assets 2019: $674,718Liabilities 2019: $2,959Net Assets 2019: $671,7592019Assets 2020: $1,681,645Liabilities 2020: $1Net Assets 2020: $1,681,6452020Assets 2021: $1,847,702Liabilities 2021: $6,367Net Assets 2021: $1,841,3352021Assets 2022: $1,774,221Liabilities 2022: $7,222Net Assets 2022: $1,766,9992022Assets 2023: $1,650,781Liabilities 2023: $2,6022023Assets 2025: $1,647,631Liabilities 2025: $4,526Net Assets 2025: $1,643,1052025

Highlighted filing

2013

Assets$634,884
Liabilities$6,967
Net Assets$627,917
Open 2013 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $43,081Expenses 2011: $90,173Net Income 2011: -$47,0922011Expenses 2012: $74,5682012Revenue 2013: $51,210Expenses 2013: $81,227Net Income 2013: -$30,0172013Revenue 2014: $54,287Expenses 2014: $93,682Net Income 2014: -$39,3952014Revenue 2015: $61,894Expenses 2015: $103,683Net Income 2015: -$41,7892015Revenue 2016: $55,822Expenses 2016: $104,390Net Income 2016: -$48,5682016Revenue 2018: $60,545Expenses 2018: $102,327Net Income 2018: -$41,7822018Revenue 2019: $66,218Expenses 2019: $105,125Net Income 2019: -$38,9072019Revenue 2020: $60,897Expenses 2020: $107,993Net Income 2020: -$47,0962020Revenue 2021: $43,901Expenses 2021: $141,160Net Income 2021: -$97,2592021Revenue 2022: $40,689Expenses 2022: $119,992Net Income 2022: -$79,3032022Revenue 2023: -$4,884Expenses 2023: $118,097Net Income 2023: -$122,9812023Revenue 2025: $146,129Expenses 2025: $130,046Net Income 2025: $16,0832025

Highlighted filing

2013

Revenue$51,210
Expenses$81,227
Net Income-$30,017
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Feb 19, 2014
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PRISCILLA OSGOODSecretaryPT$5,750-$5,750
KIMBERLY ROCKTresurerPT$5,500-$5,500
DONALD MITCHELLPresident-$500-$500
MICHAEL CURRANTrustee-$500-$500
LESTER SINTONTrusteePT$500-$500
RICHARD LEBLANCTrustee-$500-$500
MARILYN JOHNSTONTrustee-$250-$250
MARK WELCHTrusteePT$250-$250
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-scholarshipn/aRECIPIENTS, MA, US$65,044
Filing and Contact Details

Filer

EIN
04-6040535
Raw XML Appendix353 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PRISCILLA OSGOOD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DONALD MITCHELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARILYN JOHNSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3KIMBERLY ROCK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MARK WELCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5MICHAEL CURRAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6LESTER SINTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7RICHARD LEBLANC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5Trustee
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12308 HIGH STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1352 CENTRAL STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14CALIFORNIA STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine151 AZALEA ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine168 RIVER ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1782 CEDAR STREET
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10The Foundation grants scholarships to qualified students inthe Newburyport area.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1081227
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0STANDARD APPLICATION INCLUDES: AGE, RESIDENCE, SCHOOL LAST ATTENDED, COLLEGE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials1OR INSTITUTION TO BE ATTENDED, PROOF OF ACCEPTANCE, PROOF OF FINANCIAL NEED, ETC.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0TRUSTEES OF THE PUTNAM FREE SCHOOL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName1DONALD MITCHELL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09784622197
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber19783563600
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 562
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine11PO BOX 562
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0NEWBURYPORT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City1NEWBURYPORT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode001950
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode101950
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE APPLICANT MUST BE A RESIDENT OF ONE OF THE ELEVEN TOWNS IN THE NEWBURYPORT AREA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards1AND MUST TAKE COURSES IN ENGLISH AND MATHEMATICS DURING THE FIRST YEAR.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0JULY 1ST
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount065044
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0n/a
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SEE ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10LIST OF SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0RECIPIENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001950
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear065044
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear087216
IRS990PF/UndistributedIncome/AppliedToYear10542
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted087216
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101809
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2012588
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear015966
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01569
IRS990PF/UndistributedIncome/ExcessFromYear101809
IRS990PF/UndistributedIncome/ExcessFromYear2012588
IRS990PF/UndistributedIncome/QualifyingDistributions089327
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01569
IRS990PF/UndistributedIncome/TotalCorpus015966
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover014397
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0542
OtherDecreasesSchedule/OtherDecreases/Amount0573
OtherDecreasesSchedule/OtherDecreases/Description0Federal Tax
OtherExpensesSchedule/OtherExpenses/Description0Rental Boxes
OtherExpensesSchedule/OtherExpenses/Description1Insurance
OtherExpensesSchedule/OtherExpenses/Description2Filing Fee
OtherExpensesSchedule/OtherExpenses/Description3Fees
OtherExpensesSchedule/OtherExpenses/Description4Bank Service Charges
OtherExpensesSchedule/OtherExpenses/Description5Postage
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps075
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1102
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps235
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps3792
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps415
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps594
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks075
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1102
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks235
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3792
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks415
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks594
OtherIncreasesSchedule/OtherIncreases/Amount010226
OtherIncreasesSchedule/OtherIncreases/Description0Deferred Tax Adj
OtherLiabilitiesSchedule/OtherLiabilities/Description0Deferred Federal Taxes
OtherLiabilitiesSchedule/OtherLiabilities/Description1Deferred Federal Taxes
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0046040535
ReturnHeader/Filer/Name/BusinessNameLine10TRUSTEES OF THE PUTNAM FREE SCHOOL
ReturnHeader/Filer/NameControl0TRUS
ReturnHeader/Filer/Phone09783563600
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 562
ReturnHeader/Filer/USAddress/City0NEWBURYPORT
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001950
ReturnHeader/Officer/DateSigned02014-02-19
ReturnHeader/Officer/Name0KIMBERLY ROCK
ReturnHeader/Officer/Phone09783563600
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JEFFREY C KIRPAS AND CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1021 PLEASANT ST STE 248
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEWBURYPORT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0019502623
ReturnHeader/Preparer/Name0JEFFREY C KIRPAS
ReturnHeader/Preparer/Phone09784627250
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-21T11:42:56-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$634,884
Liabilities
$6,967
Net assets
$627,917
Revenue
$51,210
Expenses
$81,227
Net income
-$30,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.64$0.15$0.13$0.02
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$0.00$0.12$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.77$0.04$0.12$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.01$1.84$0.04$0.14$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.06$0.11$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.07$0.11$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.06$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.06$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.06$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.05$0.09$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.63$0.05$0.08$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.67$0.02$0.65$0.07
2011Summary only. Only limited summary data is available for this year.$0.69$0.02$0.04$0.09$0.05