Civic Intelligence

Edmund & Ruth Burke Educational Foundation

990EZ • Fiscal year 2021 • EIN 04-6515879

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 12, 2022

Organization ProfileN/A
7 Lorum StreetNewburyport, MA 01950

(978) 462-2986

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-199%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$1,655

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 27.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

64th percentile

19%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-5.0%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$372,905

Up $58,271 (+19%) from 2020

Net Assets

$372,905

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin5th percentile

Revenue

Down

$6,011

Down $315 (-5.0%) from 2020

Expenses

Up

$17,946

Up $14,038 (+359%) from 2020

Net Income

Down

-$11,935

Down $14,353 (-594%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2020: $314,634Liabilities 2020: $02020Assets 2021: $372,905Liabilities 2021: $0Net Assets 2021: $372,9052021Assets 2022: $347,512Liabilities 2022: $0Net Assets 2022: $347,5122022Assets 2023: $384,324Liabilities 2023: $0Net Assets 2023: $384,3242023Assets 2024: $437,008Net Assets 2024: $437,0082024Assets 2025: $462,493Liabilities 2025: $0Net Assets 2025: $462,4932025

Highlighted filing

2021

Assets$372,905
Liabilities$0
Net Assets$372,905
Open 2021 Filing

Operations Trend

Revenue Growth42nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2020: $6,326Expenses 2020: $3,908Net Income 2020: $2,4182020Revenue 2021: $6,011Expenses 2021: $17,946Net Income 2021: -$11,9352021Revenue 2022: $7,537Expenses 2022: $3,427Net Income 2022: $4,1102022Revenue 2023: $6,974Expenses 2023: $3,573Net Income 2023: $3,4012023Revenue 2024: $8,220Expenses 2024: $3,497Net Income 2024: $4,7232024Revenue 2025: $335,444Expenses 2025: $3,289Net Income 2025: $332,1552025

Highlighted filing

2021

Revenue$6,011
Expenses$17,946
Net Income-$11,935
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 12, 2022
Return Version
2021v4.1
Gross Receipts
$6,011
Mission and Program Overview

Mission

Encourage and support the history of Newburyport.

Program Services

DescriptionGrantsExpenses
Encourage and support the study of Newburyport's history in the public schools through the cooperative efforts of theschools, the historical society and the maritime museum.$15,000$15,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie A FerlazzoTrustee-$1,655-$1,655
Mary LarnardTrustee-$0--
Elizabeth ArmstrongTrustee-$0--
James T ConnollyTrustee-$0--
Marc CendronTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Edmund & Ruth Burke Educational Foundation
EIN
04-6515879
Phone
9784622986
Address
7 Lorum Street, Newburyport, MA 01950

Signing Officer

Name
Leslie A Ferlazzo
Title
Trustee
Phone
9784622986
Signed
2022-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Fritz Deguglielmo LLC
Address
8 ESSEX STREET, NEWBURYPORT, MA 01950
Preparer
Stephen J DeGuglielmo CPA
Phone
9784622161
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Encourage and support the history of Newburyport; Donation; Historical Society of Old Newbury: 98 High Street, Newburyport, MA, 01950; Recipient, 15000.”

Form 990EZ, Part I, Line 16

“Foreign Tax Paid on Investments 56.”

Form 990EZ, Part I, Line 16

“Filing Fee 35.”

Form 990EZ, Part I, Line 20

“Unrealized gains on investment account 70206.”

Raw XML Appendix189 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt070206
IRS990EZ/OtherExpensesTotalAmt091
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
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IRS990EZ/TotalExpensesAmt017946
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationTrustInd0X
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Newburyport Public Schools
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Newburyport Maritime Society Inc
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Encourage and support the history of Newburyport; Donation; Historical Society of Old Newbury: 98 High Street, Newburyport, MA, 01950; Recipient, 15000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Foreign Tax Paid on Investments 56.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Filing Fee 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unrealized gains on investment account 70206.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie A Ferlazzo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09784622986
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edmund & Ruth Burke Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EDMU
ReturnHeader/Filer/EIN0046515879
ReturnHeader/Filer/PhoneNum09784622986
ReturnHeader/Filer/USAddress/AddressLine1Txt07 Lorum Street
ReturnHeader/Filer/USAddress/CityNm0Newburyport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001950
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043447507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRITZ DEGUGLIELMO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 ESSEX STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001950
ReturnHeader/PreparerPersonGrp/PhoneNum09784622161
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen J DeGuglielmo CPA
ReturnHeader/ReturnTs02023-01-04T12:08:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Leslie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ferlazzo
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$372,905
Liabilities
$0
Net assets
$372,905
Revenue
$6,011
Expenses
$17,946
Net income
-$11,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$3.35$0.03$3.32
2024Detailed filing. Detailed filing data is available for this year.$4.37$4.37$0.08$0.03$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.07$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.08$0.03$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.06$0.18$0.12
2020Summary only. Only limited summary data is available for this year.$3.15$0.00$0.06$0.04$0.02