Civic Intelligence

Achieve Foundation of South Orange and Maplewood Inc.

990 • Fiscal year 2015 • EIN 22-2822566

Jul 01, 2014 to Jun 30, 2015 • Filed on May 12, 2016

PO Box 1084Maplewood, NJ 07040

(973) 762-5600

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

60th percentile

$39,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

68%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$326,034

Up $70,650 (+28%) from 2014

Net Assets

Up

$326,034

Up $76,138 (+30%) from 2014

Liabilities

Down

$0

Down $5,488 (-100%) from 2014

Revenue

Up

$622,922

Up $252,014 (+68%) from 2014

Expenses

Up

$546,784

Up $35,814 (+7.0%) from 2014

Net Income

Up

$76,138

Up $216,200 (+154%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $362,513Liabilities 2012: $0Net Assets 2012: $362,5132012Assets 2013: $386,724Liabilities 2013: $0Net Assets 2013: $386,7242013Assets 2014: $255,384Liabilities 2014: $5,488Net Assets 2014: $249,8962014Assets 2015: $326,034Liabilities 2015: $0Net Assets 2015: $326,0342015Assets 2016: $371,221Liabilities 2016: $0Net Assets 2016: $371,2212016Assets 2017: $243,093Liabilities 2017: $0Net Assets 2017: $243,0932017Assets 2018: $253,055Liabilities 2018: $0Net Assets 2018: $253,0552018Assets 2019: $279,711Liabilities 2019: $0Net Assets 2019: $279,7112019Assets 2020: $311,335Liabilities 2020: $0Net Assets 2020: $311,3352020Assets 2021: $407,539Liabilities 2021: $0Net Assets 2021: $407,5392021Assets 2022: $464,549Liabilities 2022: $0Net Assets 2022: $464,5492022Assets 2023: $485,834Liabilities 2023: $452Net Assets 2023: $485,3822023Assets 2024: $443,423Liabilities 2024: $0Net Assets 2024: $443,4232024Assets 2025: $462,221Liabilities 2025: $2,402Net Assets 2025: $459,8192025

Highlighted filing

2015

Assets$326,034
Liabilities$0
Net Assets$326,034

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $212,411Expenses 2012: $166,953Net Income 2012: $45,4582012Revenue 2013: $342,794Expenses 2013: $318,583Net Income 2013: $24,2112013Revenue 2014: $370,908Expenses 2014: $510,970Net Income 2014: -$140,0622014Revenue 2015: $622,922Expenses 2015: $546,784Net Income 2015: $76,1382015Revenue 2016: $691,606Expenses 2016: $646,421Net Income 2016: $45,1852016Revenue 2017: $258,297Expenses 2017: $341,510Net Income 2017: -$83,2132017Revenue 2018: $303,831Expenses 2018: $294,067Net Income 2018: $9,7642018Revenue 2019: $289,788Expenses 2019: $265,462Net Income 2019: $24,3262019Revenue 2020: $253,339Expenses 2020: $231,748Net Income 2020: $21,5912020Revenue 2021: $401,632Expenses 2021: $305,428Net Income 2021: $96,2042021Revenue 2022: $324,605Expenses 2022: $267,595Net Income 2022: $57,0102022Revenue 2023: $315,050Expenses 2023: $301,817Net Income 2023: $13,2332023Revenue 2024: $324,628Expenses 2024: $366,587Net Income 2024: -$41,9592024Revenue 2025: $363,520Expenses 2025: $347,124Net Income 2025: $16,3962025

Highlighted filing

2015

Revenue$622,922
Expenses$546,784
Net Income$76,138
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$639,945
Mission and Program Overview

Mission

To enhance the educational experience for students in the south orange/maplewood public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$12,919$140,097▲ $127,178
Cash and Non-Interest-Bearing Accounts$126,066$122,541▼ $3,525
Investments Other Securities$116,399$63,396▼ $53,003
Total Assets$255,384$326,034▲ $70,650
Liabilities
Accounts Payable and Accrued Expenses$5,488--
Total Liabilities$5,488$0▼ $5,488
Net Assets / Fund Balance
Unrestricted Net Assets$129,444$218,444▲ $89,000
Temporarily Rstr Net Assets$120,452$107,590▼ $12,862
Total Net Assets Fund Balance$249,896$326,034▲ $76,138
Total Liabilities and Net Assets / Fund Balance$255,384$326,034▲ $70,650

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$63,396--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Deborah PrinzExecutive DiFT$39,000$39,000
Eileen Collins NeriTrustee-$8,740$8,740

Board Members and Trustees

NameTitle
Marietta ZackerPresident
Barbara TrumpbourBoard Secret
Allan TumolilloTrustee
Anita MillerTrustee
Buena ChilstromTrustee
Dallas JacksonTrustee
Diane SimonTrustee
Janet CraneTrustee
Jim ReillyTrustee
Lindsay ScottTrustee
Melissa SheehyTrustee
Mutlu BascillarTrustee
Patti ColemanTrustee
Robin BakerTrustee
Shirley Salemy MeyerTrustee
Ted ColeTrustee
Adam JosephTreasurer
Nahela HadiVice Preside
Patricia CanningVice Preside
Robin PeacockVice Preside
Sarah IozzioVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$287,102
Program Service Revenue
$307,167
Investment Income
$637
Other Revenue
$28,016
All Other Contributions
$202,004
Change in Net Assets
$76,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$331,982
Grants and Similar Amounts Paid$128,551
Salaries, Compensation, and Employee Benefits$86,251
Total Fundraising Expense$27,778
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$259,717$1,214-$260,931
Grants to Domestic Individuals$95,756--$95,756
Current Officers, Directors, Trustees, and Key Employees$31,590$3,510$12,640$47,740
Grants to Domestic Orgs$32,795--$32,795
Other Salaries and Wages$24,422$3,015$2,714$30,151
Office Expenses$14,508$12,892$1,979$29,379
Fees for Services Accounting-$28,493-$28,493
Advertising--$7,509$7,509
Payroll Taxes$5,646$697$627$6,970
Insurance$244$1,787-$2,031
Other Employee Benefits$1,126$139$125$1,390
Conferences and Meetings$695--$695
Other Expenses$385$375$2,184$375
Total Functional Expenses$466,884$52,122$27,778$546,784
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of South Orange andMaplewood, NJ-School&teacher Grant$32,795
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,500
Fundraising Direct Expenses$17,023
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Night of 100 Di$89,530$22,500$13,234$9,266
Newstead Race$28,068$10,000$3,789$6,211
Total Events$126,598$41,500$17,023$24,477
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The treasurer is the primary reviewer of the 990 form, however, the president and executive director also review the form before it is finalized. Trustee board members also receive a full copy of the document for their records.

Form 990, Page 6, Part VI, Line 12C

Board members and officers disclose conflicts of interest annually upon request.

Form 990, Page 6, Part VI, Line 15A

Compensation for the executive director was determined based upon historical data of hours and rate. The achieve program coordinator role was transitioned to a salaried role to be held by an education professional. The compensation was determined by the going rate for a professional with the qualifications sought in the position description. Several members of the foundation's board and the school administration provided input into the description, and as well as advice concerning the compensation for the role.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Achieve Foundation of
EIN
22-2822566
Phone
9737625600
Address
PO BOX 1084, MAPLEWOOD, NJ 07040

Signing Officer

Name
Deborah Prinz
Title
Executive Director
Phone
9737625600
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Prinz
Voting Board Members
22
Independent Board Members
21
Employees
4
Volunteers
352

Preparer

Firm
Lambrides Arnold Moulthrop Llp
Address
26 PARK ST STE 301, MONTCLAIR, NJ 07042-3443
Preparer
William J Arnold
Phone
9737448660
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

More than 350 volunteers offered their time in support of achieve foundation activities: achieve foundation board of trustees: twenty-six board members provided oversight for the organization's operations. They also participated on various committees to plan and carry out the foundation's work (fundraising, funds distribution, events, grant programs, communications, financial recording, etc.) achieve volunteer tutor program: 259 volunteers underwent training and provided academic assistance to students in the school district of south orange and maplewood (nj). Tutors gave an average of 20 hours of service over the course of the fiscal year. Achieve school liaisons: thirteen volunteers served as liaisons between the achieve foundation and the district's nine schools. The liaisons maintained on-going communications with parents and educators and promoted achieve's programs and fundraisers, recruited new volunteers. Fundraising committees: approximately 20 volunteers served on planning committees for five fundraising initiatives. These committees solicited sponsors and new donors, planned logistics, carried out public relations, recorded donations and followed up with donors at the conclusion of the initiatives. Achieve program volunteers: thirty-four volunteers assisted with achieve programs, including a free, educational community fair, a music awards program, professional development fellowship and arrangements in connection with restoration of the high school auditorium. These volunteers carried out their work in collaboration with school district educators.

Form 990, Page 2, Part III, Line 4D

Steam (science, technology, engineering, the arts and mathematics) and music education. The foundation is exploring optimal ways to support the district, as it introduces and transitions to 21st century learning in the schools. Steam education employs critical thinking, creative problem solving and hands-on activities, with the benefit of the latest technology. Achieve aims to engage students of all backgrounds and interests and equip them with skills required in higher education and the workplace. Funding has been provided for the robotics program, digitization of the columbia high school archives, grants for educators and an annual community-wide maker fair launched in 2015. The foundation has also implemented initiatives to improve music resources and expand access to music education for all students in the south orange-maplewood school district, and to support music training for students with financial need who demonstrate exceptional talent. Funding has been provided for the repair and maintenance of existing music equipment, the acquisition of equipment and music lessons for students and fulfillment of grant requests in support of music education.

Form 990, Part IX, Line 11G

Other fees 259,717 1,214 0

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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD SECRET
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DI
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IRS990/MissionDesc0TO ENHANCE THE EDUCATIONAL EXPERIENCE FOR STUDENTS IN THE SOUTH ORANGE/MAPLEWOOD PUBLIC SCHOOLS.
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IRS990/OtherExpensesGrp/Desc2REGISTRATION FEES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0375
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DEBORAH PRINZ
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE ACHIEVE VOLUNTEER TUTOR PROGRAM IS FUNDED JOINTLY BY THE FOUNDATION AND THE SCHOOL DISTRICT. IT RECRUITS, TRAINS, ASSIGNS AND SUPPORTS 259 VOLUNTEER TUTORS, WHO PROVIDED ACADEMIC ASSISTANCE TO 289 STUDENTS WHO ARE AT ACADEMIC RISK AND/OR FROM FAMILIES WITH FINANCIAL NEED. WORKING ALONGSIDE THE SCHOOL DISTRICT'S ACADEMIC INTERVENTION PROGRAM ENABLES ACHIEVE TO TAILOR THE TUTORING TO THE SPECIFIC NEEDS OF THE TUTEES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0BEYOND THE BELL IS AN AFTER-SCHOOL PROGRAM THAT PROVIDES HIGH-QUALITY ENRICHMENT CLASSES THAT ARE ALIGNED TO THE DISTRICT'S CURRICULUM AND CAN EXPAND AND EXTEND CLASSROOM LEARNING WITH THE BENEFIT OF EXTRA TIME. CLASSES ARE FOCUSED ON SPECIFIC LEARNING NEEDS AND ARE TAUGHT BY HIGHLY-TRAINED TEACHERS. THE PROGRAM OFFERS AN ARRAY OF CLASSES IN THE ARTS, SCIENCES AND HUMANITIES, WITH PARTICULAR EMPHASIS ON STEAM (SCIENCE, TECHNOLOGY, ENGINEERING, THE ARTS AND MATHEMATICS) EDUCATION. IT ALSO OFFERS SMALL-GROUP TUTORING AND HOMEWORK CLASSES FOR STUDENTS NEEDING SUPPORT ON GRADE-LEVEL SKILLS. BEYOND THE BELL WAS EXPANDED IN 2014-15 TO SERVE STUDENTS IN FIVE DISTRICT ELEMENTARY SCHOOLS - CLINTON, JEFFERSON, MARSHALL, SETH BOYDEN, AND SOUTH MOUNTAIN.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0280131
IRS990/ProgSrvcAccomActyOtherGrp/Desc0STEAM (SCIENCE, TECHNOLOGY, ENGINEERING, THE ARTS AND MATHEMATICS) AND MUSIC EDUCATION. THE FOUNDATION IS EXPLORING OPTIMAL WAYS TO SUPPORT THE DISTRICT, AS IT INTRODUCES AND TRANSITIONS TO 21ST CENTURY LEARNING IN THE SCHOOLS. STEAM EDUCATION EMPLOYS CRITICAL THINKING, CREATIVE PROBLEM SOLVING AND HANDS-ON ACTIVITIES, WITH THE BENEFIT OF THE LATEST TECHNOLOGY. ACHIEVE AIMS TO ENGAGE STUDENTS OF ALL BACKGROUNDS AND INTERESTS AND EQUIP THEM WITH SKILLS REQUIRED IN HIGHER EDUCATION AND THE WORKPLACE. FUNDING HAS BEEN PROVIDED FOR THE ROBOTICS PROGRAM, DIGITIZATION OF THE COLUMBIA HIGH SCHOOL ARCHIVES, GRANTS FOR EDUCATORS AND AN ANNUAL COMMUNITY-WIDE MAKER FAIR LAUNCHED IN 2015. THE FOUNDATION HAS ALSO IMPLEMENTED INITIATIVES TO IMPROVE MUSIC RESOURCES AND EXPAND ACCESS TO MUSIC EDUCATION FOR ALL STUDENTS IN THE SOUTH ORANGE-MAPLEWOOD SCHOOL DISTRICT, AND TO SUPPORT MUSIC TRAINING FOR STUDENTS WITH FINANCIAL NEED WHO DEMONSTRATE EXCEPTIONAL TALENT. FUNDING HAS BEEN PROVIDED FOR THE REPAIR AND MAINTENANCE OF EXISTING MUSIC EQUIPMENT, THE ACQUISITION OF EQUIPMENT AND MUSIC LESSONS FOR STUDENTS AND FULFILLMENT OF GRANT REQUESTS IN SUPPORT OF MUSIC EDUCATION.
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IRS990/PYContributionsGrantsAmt0198200
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IRS990/PYTotalRevenueAmt0370908
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IRS990/ReconcilationRevenueExpnssAmt076138
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt031479
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt019336
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0159945
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt03,539
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0194593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0112852
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03581
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0132657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01277
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015391

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.62$0.02$4.60$3.64$3.47$0.16
2024Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$3.25$3.67$0.42
2023Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.85$3.15$3.02$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$3.25$2.68$0.57
2021Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$4.02$3.05$0.96
2020Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$2.53$2.32$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$2.90$2.65$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$3.04$2.94$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$2.58$3.42$0.83
2016Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$6.92$6.46$0.45
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$6.23$5.47$0.76
2014Summary only. Only limited summary data is available for this year.$2.55$0.05$2.50$3.71$5.11$1.40
2013Summary only. Only limited summary data is available for this year.$3.87$0.00$3.87$3.43$3.19$0.24
2012Summary only. Only limited summary data is available for this year.$3.63$0.00$3.63$2.12$1.67$0.45