Civic Intelligence

Edmund & Ruth Burke Educational Foundation

990EZ • Fiscal year 2023 • EIN 04-6515879

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 06, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$1,811

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-7.5%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$384,324

Up $36,812 (+11%) from 2022

Net Assets

Up

$384,324

Up $36,812 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

Down

$6,974

Down $563 (-7.5%) from 2022

Expenses

Up

$3,573

Up $146 (+4.3%) from 2022

Net Income

Down

$3,401

Down $709 (-17%) from 2022

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

2023

Assets$384,324
Liabilities$0
Net Assets$384,324
Open 2023 Filing

Operations Trend

Revenue Growth36th 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

2023

Revenue$6,974
Expenses$3,573
Net Income$3,401
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 6, 2024
Return Version
2023v5.0
Gross Receipts
$6,974
Mission and Program Overview

Mission

Encourage and support the history of Newburyport.

Program Services

DescriptionGrantsExpenses
None$0$0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie A FerlazzoTrustee-$1,811-$1,811
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
2024-04-06
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 16

“Foreign Tax Paid on Investments 62.”

Raw XML Appendix183 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Leslie A Ferlazzo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Larnard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elizabeth Armstrong
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt033411
IRS990EZ/OtherExpensesTotalAmt062
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03573
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt06974
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Newburyport Public Schools
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Newburyport Maritime Society Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Historical Society of Old Newbury
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Foreign Tax Paid on Investments 62.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie A Ferlazzo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09784622986
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-06
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen J DeGuglielmo CPA
ReturnHeader/ReturnTs02024-05-13T14:05:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Leslie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ferlazzo
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,324
Liabilities
$0
Net assets
$384,324
Revenue
$6,974
Expenses
$3,573
Net income
$3,401
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