Civic Intelligence

Pembroke Education Foundation Inc

990EZ • Fiscal year 2016 • EIN 20-0266004

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

PO Box 194Pembroke, MA 02359

(781) 878-4440

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-54%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

162%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$3,311

Down $5,440 (-62%) from 2015

Net Assets

Down

$3,311

Down $5,440 (-62%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$10,080

Up $6,235 (+162%) from 2015

Expenses

Down

$15,520

Down $10,071 (-39%) from 2015

Net Income

Up

-$5,440

Up $16,306 (+75%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $24,206Liabilities 2010: $02010Assets 2011: $16,814Liabilities 2011: $02011Assets 2012: $24,833Net Assets 2012: $24,8332012Assets 2013: $33,131Liabilities 2013: $0Net Assets 2013: $33,1312013Assets 2014: $30,497Liabilities 2014: $0Net Assets 2014: $30,4972014Assets 2015: $8,751Liabilities 2015: $0Net Assets 2015: $8,7512015Assets 2016: $3,311Liabilities 2016: $0Net Assets 2016: $3,3112016Assets 2017: $2,913Liabilities 2017: $0Net Assets 2017: $2,9132017Assets 2018: $3,230Liabilities 2018: $0Net Assets 2018: $3,2302018

Highlighted filing

2016

Assets$3,311
Liabilities$0
Net Assets$3,311

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2010: $500Expenses 2010: $0Net Income 2010: $5002010Revenue 2011: $3,239Expenses 2011: $415Net Income 2011: $2,8242011Revenue 2012: $25,081Expenses 2012: $17,062Net Income 2012: $8,0192012Revenue 2013: $22,552Expenses 2013: $14,254Net Income 2013: $8,2982013Revenue 2014: $4,203Expenses 2014: $6,837Net Income 2014: -$2,6342014Revenue 2015: $3,845Expenses 2015: $25,591Net Income 2015: -$21,7462015Revenue 2016: $10,080Expenses 2016: $15,520Net Income 2016: -$5,4402016Revenue 2017: $6,438Expenses 2017: $6,836Net Income 2017: -$3982017Revenue 2018: $852Expenses 2018: $535Net Income 2018: $3172018

Highlighted filing

2016

Revenue$10,080
Expenses$15,520
Net Income-$5,440
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$19,769
Mission and Program Overview

Mission

Support public schools in pembroke, ma

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDING FOR ENRICHMENT PROGRAMS IN ACADEMICS, ARTS, PHYSICAL EDUCATION, ETC FOR STUDENTS IN THE PEMBROKE PUBLIC SCHOOLS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN SCHOLLPresidentPT$0--
LISA MERCURIOTreasurer-$0--
LINDA CHAVEZDirector-$0--
KAREN BOYLEVice President-$0--
KIM SMITHDirector-$0--
LESLIE NORTONDirector-$0--
KRISTEN SCHULTZDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$14,227$14,227$8,641$5,586
Boo Races$1,725$1,725$1,048$677
Total Events$15,952$15,952$9,689$6,263
Filing and Contact Details

Filer

Filer Name
Pembroke Education Foundation Inc
EIN
20-0266004
Phone
7818784440
Address
PO BOX 194, PEMBROKE, MA 02359

Signing Officer

Name
Susan Scholl
Title
President
Phone
7818784440
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Wald & Company Pc
Address
300 CONGRESS STREET UNIT 406, QUINCY, MA 02169
Preparer
John P Fahey
Phone
6174390600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: teacher grant. Grantee name: pembroke public schools. Amount given: 13,318.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: teacher of the year. Amount: 500. Description: taxes/filing fees. Amount: 35. Description: miscellaneous expense. Amount: 917. Description: professional fees. Amount: 500. Description: scholarship. Amount: 250. Total to form 990-ez, line 16: 2,202.

Raw XML Appendix185 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LISA MERCURIO
IRS990EZ/BooksInCareOfDetail/PhoneNum07818784440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030 ROSANNA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEMBROKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002359
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08751
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03311
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03817
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-5440
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08751
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IRS990EZ/FundraisingGrossIncomeAmt015952
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013318
IRS990EZ/GrossReceiptsAmt019769
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08751
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03311
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08751
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03311
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN SCHOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA MERCURIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN BOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LESLIE NORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTEN SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02202
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT PUBLIC SCHOOLS IN PEMBROKE, MA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FUNDING FOR ENRICHMENT PROGRAMS IN ACADEMICS, ARTS, PHYSICAL EDUCATION, ETC FOR STUDENTS IN THE PEMBROKE PUBLIC SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt09689
IRS990EZ/SpecialEventsNetIncomeLossAmt06263
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015520
IRS990EZ/TotalRevenueAmt010080
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PEMBROKEEDUCATIONFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07729
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt07729
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03817
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0653
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02144
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07729
IRS990ScheduleA/TotalSupportAmt07729
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09689
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOO RACES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt01725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015952
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06263
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09689
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01048
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08641
IRS990ScheduleG/IndividualWithBooksNm0SUSAN SCHOLL
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt030 MIRA MESA DRIVE
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0PEMBROOKE
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0MA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd002359
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: TEACHER GRANT. GRANTEE NAME: PEMBROKE PUBLIC SCHOOLS. AMOUNT GIVEN: 13,318.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TEACHER OF THE YEAR. AMOUNT: 500. DESCRIPTION: TAXES/FILING FEES. AMOUNT: 35. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 917. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 500. DESCRIPTION: SCHOLARSHIP. AMOUNT: 250. TOTAL TO FORM 990-EZ, LINE 16: 2,202.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN SCHOLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07818784440
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEMBROKE EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PEMB
ReturnHeader/Filer/EIN0200266004
ReturnHeader/Filer/PhoneNum07818784440
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 194
ReturnHeader/Filer/USAddress/CityNm0PEMBROKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002359
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00C86982D42A2A4C9D2F730EE7B46A4103B81C932
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId030D2EABB20349992FAB4D584A70AE98425139BEE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.0.160.33
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:08:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043402406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALD & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 CONGRESS STREET UNIT 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum06174390600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P FAHEY
ReturnHeader/ReturnTs02017-11-14T08:09:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings