South Burlington Schools Foundation for Educational Advancement Inc.

990EZ • Fiscal year 2013 • EIN 20-0923381

Jan 01, 2013 to Dec 31, 2013 • Filed on Jan 30, 2014

Organization Profile SBSD.SCHOOLFUSION.US

550 Dorset Street05403

(802) 652-7004

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

32%

Higher net margin than 86% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

5.7%

Faster asset growth than 57% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

21%

Faster revenue growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$436,523

Up $23,383 (+5.7%) from 2012

Net Assets

$436,523

Up $23,383 (+5.7%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin86th percentile

Revenue

$72,571

Up $12,471 (+21%) from 2012

Expenses

$49,188

Up $2,743 (+5.9%) from 2012

Net Income

$23,383

Up $9,728 (+71%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

Highlighted filing

2013

Assets$436,523

Liabilities-

Net Assets$436,523

Open 2013 Filing

Operations Trend

Revenue Growth72nd percentile

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

Highlighted filing

2013

Revenue$72,571

Expenses$49,188

Net Income$23,383

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Jan 30, 2014
Return Version: 2013v3.1
Gross Receipts: $75,981

Mission and Program Overview

Mission

The south burlington schools foundation for educational advancement's mission is to support the school district's efforts to ensure that each student possesses the knowledge, skills and character to create a successful and responsible life. We do this by raising funds that fiscally support the district's programs and initiatives.

Program Services

Description	Grants	Expenses
MANAGEMENT AND CONVEYANCE OF SCHOLARSHIP FUNDS	$27,600	$28,931
TO SUPPORT PROGRAMS AND LEARNING FOR STUDENTS IN THE SOUTH BURLINGTON SCHOOL DISTRICT.	$11,500	$12,845
INSTALLATION AND ENHANCEMENT OF FACILITIES	$7,412	$7,412

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
PATRICK BURKE	President	-	$0	-	-
MATT GUYETTE	Treasurer	-	$0	-	-
MARTIN LALONDE	Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 20-0923381
Phone: 8026527004

Signing Officer

Name: Patrick Burke
Title: President
Phone: 8026527004
Signed: 2014-01-30
Discuss with paid preparer: Yes

Preparer

Preparer: Barney K Mclean CPA
Phone: 8026555665

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“South burlington school district athletics 550 dorset street south burlington, vt 05403 7,412 0 0 south burlington school district educational 550 dorset street south burlington, vt 05403 11,500 0 0 south burlington school district scholarships 550 dorset street south burlington, vt 05403 27,600 0 0”

Form 990-ez, Part I, Line 16

“Expenses investment fees 1,345 investment fees 1,331 total 2,676”

Form 990-ez, Part II, Line 24

“Pledges receivable 562 162 total 562 162”

Form 990-ez, Part III

“The south burlington schools foundation for educational advancement's mission is to support the school district's efforts to ensure that each student possesses the knowledge, skills and character to create a successful and responsible life. We do this by raising funds that fiscally support the district's programs and initiatives.”

Raw XML Appendix143 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
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	PATRICK BURKE
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	MATT GUYETTE
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	MARTIN LALONDE
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	JOANNE ABATE
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8027527548
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	550 DORSET STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	SOUTH BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	05403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	412578
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	436361
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	55367
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	3410
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	23383
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	413140
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	436523
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	2834
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	46512
IRS990EZ/GrossReceiptsAmt	0	75981
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	14370
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	413140
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	436523
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	413140
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	436523
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	PATRICK BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MATT GUYETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MARTIN LALONDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	DIRECTOR
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	562
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	162
IRS990EZ/OtherExpensesTotalAmt	0	2676
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	THE SOUTH BURLINGTON SCHOOLS FOUNDATION FOR EDUCATIONAL ADVANCEMENT'S MISSION IS TO SUPPORT THE SCHOOL DISTRICT'S EFFORTS TO ENSURE THAT EACH STUDENT POSSESSES THE KNOWLEDGE, SKILLS AND CHARACTER TO CREATE A SUCCESSFUL AND RESPONSIBLE LIFE. WE DO THIS BY RAISING FUNDS THAT FISCALLY SUPPORT THE DISTRICT'S PROGRAMS AND INITIATIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	INSTALLATION AND ENHANCEMENT OF FACILITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	TO SUPPORT PROGRAMS AND LEARNING FOR STUDENTS IN THE SOUTH BURLINGTON SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	MANAGEMENT AND CONVEYANCE OF SCHOLARSHIP FUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	7412
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	11500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	27600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	7412
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	12845
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	28931
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	6244
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	49188
IRS990EZ/TotalProgramServiceExpensesAmt	0	49188
IRS990EZ/TotalRevenueAmt	0	72571
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	SBSD.SCHOOLFUSION.US
IRS990ScheduleA/CertificationInd	0	X
IRS990ScheduleA/Contribution35ControlledInd	0	false
IRS990ScheduleA/ContributionControllerInd	0	false
IRS990ScheduleA/ContributionFamilyInd	0	false
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	036000692
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	6
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	46512
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	SOUTH BURLINGTON SCHOOL DISTRICT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2	0	SOUTH BURLINGTON SCHOOL DISTRIC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	true
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	46512
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	SOUTH BURLINGTON SCHOOL DISTRICT ATHLETICS 550 DORSET STREET SOUTH BURLINGTON, VT 05403 7,412 0 0 SOUTH BURLINGTON SCHOOL DISTRICT EDUCATIONAL 550 DORSET STREET SOUTH BURLINGTON, VT 05403 11,500 0 0 SOUTH BURLINGTON SCHOOL DISTRICT SCHOLARSHIPS 550 DORSET STREET SOUTH BURLINGTON, VT 05403 27,600 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES INVESTMENT FEES 1,345 INVESTMENT FEES 1,331 TOTAL 2,676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	PLEDGES RECEIVABLE 562 162 TOTAL 562 162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	THE SOUTH BURLINGTON SCHOOLS FOUNDATION FOR EDUCATIONAL ADVANCEMENT'S MISSION IS TO SUPPORT THE SCHOOL DISTRICT'S EFFORTS TO ENSURE THAT EACH STUDENT POSSESSES THE KNOWLEDGE, SKILLS AND CHARACTER TO CREATE A SUCCESSFUL AND RESPONSIBLE LIFE. WE DO THIS BY RAISING FUNDS THAT FISCALLY SUPPORT THE DISTRICT'S PROGRAMS AND INITIATIVES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PATRICK BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8026527004
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	SOUTH BURLINGTON SCHOOLS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	FOR EDUCATIONAL ADVANCEMENT INC
ReturnHeader/Filer/BusinessNameControlTxt	0	SOUT
ReturnHeader/Filer/EIN	0	200923381
ReturnHeader/Filer/PhoneNum	0	8026527004
ReturnHeader/Filer/USAddress/AddressLine1	0	550 DORSET STREET
ReturnHeader/Filer/USAddress/City	0	SOUTH BURLINGTON
ReturnHeader/Filer/USAddress/State	0	VT
ReturnHeader/Filer/USAddress/ZIPCode	0	05403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	JMM & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	336 WATER TOWER CIR STE 801
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	COLCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	05446
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8026555665
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BARNEY K MCLEAN CPA
ReturnHeader/ReturnTs	0	2014-02-01T06:29:44-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $436,523
Liabilities: -
Net assets: $436,523
Revenue: $72,571
Expenses: $49,188
Net income: $23,383

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.13	$0.00	$1.13	$0.33	$0.08	$0.25
2024Detailed filing. Detailed filing data is available for this year.	$0.88	$0.00	$0.88	$0.13	$0.07	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$0.82	$0.00	$0.82	$0.07	$0.05	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$0.80	$0.00	$0.80	$0.11	$0.06	$0.05
2021Detailed filing. Detailed filing data is available for this year.	$0.75	$0.00	$0.75	$0.11	$0.04	$0.06
2020Detailed filing. Detailed filing data is available for this year.	$0.68	$0.00	$0.68	$0.07	$0.05	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$0.66	$0.00	$0.66	$0.09	$0.05	$0.04
2018Detailed filing. Detailed filing data is available for this year.	$0.62	$0.00	$0.62	$0.10	$0.05	$0.05
2017Detailed filing. Detailed filing data is available for this year.	$0.57	$0.00	$0.57	$0.10	$0.04	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$0.52	$0.00	$0.52	$0.07	$0.04	$0.04
2015Detailed filing. Detailed filing data is available for this year.	$0.48		$0.48	$0.06	$0.06	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$0.48		$0.48	$0.08	$0.04	$0.04
2013Detailed filing. Detailed filing data is available for this year.	$0.44		$0.44	$0.07	$0.05	$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.41		$0.41	$0.06	$0.05	$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.40		$0.40	$0.05	$0.04	$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.39		$0.39	$0.07	$0.16	$0.10