Civic Intelligence

Sudbury Education Resource Fund Inc.

990EZ • Fiscal year 2014 • EIN 22-3148328

Sep 01, 2013 to Aug 31, 2014 • Filed on Apr 13, 2015

Organization ProfileWWW.SERFSUDBURY.ORG
PO Box 89101776

(978) 443-2725

Siviq Scores

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

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.15x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

61st percentile

9.0%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$208,289

Up $17,203 (+9.0%) from 2013

Net Assets

$198,716

No earlier filing loaded for comparison.

Liabilities

Down

$9,573

Down $9 (-0.1%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin82nd percentile

Revenue

Up

$65,588

Up $6,694 (+11%) from 2013

Expenses

Up

$48,376

Up $10,521 (+28%) from 2013

Net Income

Down

$17,212

Down $3,827 (-18%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$300K$200K$100K$0Assets 2011: $160,640Liabilities 2011: $31,0222011Assets 2012: $167,391Liabilities 2012: $7,6472012Assets 2013: $191,086Liabilities 2013: $9,5822013Assets 2014: $208,289Liabilities 2014: $9,573Net Assets 2014: $198,7162014Assets 2015: $243,835Liabilities 2015: $18,335Net Assets 2015: $225,5002015Assets 2016: $192,665Liabilities 2016: $23,338Net Assets 2016: $169,3272016Assets 2017: $174,608Liabilities 2017: $21,155Net Assets 2017: $153,4532017Assets 2018: $214,178Liabilities 2018: $9,073Net Assets 2018: $205,1052018Assets 2019: $194,338Liabilities 2019: $12,519Net Assets 2019: $181,8192019Assets 2020: $194,119Liabilities 2020: $46,380Net Assets 2020: $147,7392020Assets 2021: $176,933Liabilities 2021: $3,419Net Assets 2021: $173,5142021Assets 2022: $184,437Liabilities 2022: $708Net Assets 2022: $183,7292022Assets 2023: $164,918Liabilities 2023: $2,100Net Assets 2023: $162,8182023Assets 2024: $180,316Liabilities 2024: $8,695Net Assets 2024: $171,6212024

Highlighted filing

2014

Assets$208,289
Liabilities$9,573
Net Assets$198,716
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $68,024Expenses 2011: $67,686Net Income 2011: $3382011Revenue 2012: $56,178Expenses 2012: $36,909Net Income 2012: $19,2692012Revenue 2013: $58,894Expenses 2013: $37,855Net Income 2013: $21,0392013Revenue 2014: $65,588Expenses 2014: $48,376Net Income 2014: $17,2122014Revenue 2015: $67,499Expenses 2015: $40,715Net Income 2015: $26,7842015Revenue 2016: $56,455Expenses 2016: $112,628Net Income 2016: -$56,1732016Revenue 2017: $69,153Expenses 2017: $85,027Net Income 2017: -$15,8742017Revenue 2018: $100,705Expenses 2018: $49,053Net Income 2018: $51,6522018Revenue 2019: $47,820Expenses 2019: $71,106Net Income 2019: -$23,2862019Revenue 2020: $53,977Expenses 2020: $88,057Net Income 2020: -$34,0802020Revenue 2021: $53,661Expenses 2021: $27,886Net Income 2021: $25,7752021Revenue 2022: $37,574Expenses 2022: $27,359Net Income 2022: $10,2152022Revenue 2023: $23,793Expenses 2023: $44,704Net Income 2023: -$20,9112023Revenue 2024: $27,125Expenses 2024: $18,322Net Income 2024: $8,8032024

Highlighted filing

2014

Revenue$65,588
Expenses$48,376
Net Income$17,212
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Apr 13, 2015
Return Version
2013v4.0
Gross Receipts
$69,557
Mission and Program Overview

Mission

Assistance to public schools

Program Services

DescriptionGrantsExpenses
GRANTS MADE TO SUDBURY PUBLIC SCHOOLS AND LINCOLN SUDBURY REGIONAL HIGH SCHOOL DIRECTLY AFFECTING THE QUALITY OF EDUCATION FOR LOCAL STUDENTS.$40,612$40,612
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN GANIOCo-Pres (Thru 6/14)/Board Member-$0--
MARISA HELGELSONTreasurer-$0--
KIM LEWISBoard Mem (Thru 6/14)/Co-Pres-$0--
ELENA KLEIFGESClerk-$0--
JERI TARINIBoard Mem (Thru 6/14)/Co-Pres-$0--
ANNE HINCKSBoard Member-$0--
KIM KELLYBoard Member-$0--
TERESA ZUCKERMANBoard Member-$0--
HANNAH PENTZBoard Member-$0--
LAURA HOWREYBoard Member-$0--
RENA KAMSBoard Member-$0--
REBECCA FLEISHMANBoard Member-$0--
Filing and Contact Details

Filer

EIN
22-3148328
Phone
9784432725

Signing Officer

Name
Katherine Barry
Title
Treasurer
Phone
9784432725
Signed
2015-04-13
Discuss with paid preparer
Yes

Preparer

Preparer
Maureen L Sullivan CPA
Phone
5088717178
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 113.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: miscellaneous revenue. Amount: 1,471.”

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

“Activity classification: educational. Grantee name: lincoln sudbury regional high school. Grantee address: 390 lincoln road sudbury, ma 01776. Grantee relationship: none. Date of gift: various. Amount given: 33,278.”

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

“Activity classification: educational. Grantee name: sudbury public schools. Grantee address: 40 fairbank road sudbury, ma 01776. Grantee relationship: none. Date of gift: various. Amount given: 7,334. Total included on form 990-ez, line 10: 40,612.”

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

“Description: filing fees. Amount: 35. Description: office supplies and expenses. Amount: 2,277. Description: fund raising expenses. Amount: 336. Total to form 990-ez, line 16: 2,648.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: grants payable. Beg. Of year amount: 9,582. End of year amount: 9,573.”

Raw XML Appendix214 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/BusinessNameLine10KATHERINE BARRY TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09784432725
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103 JULY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0SUDBURY
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001776
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0191086
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0208289
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt059775
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt017212
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0191086
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0208289
IRS990EZ/FundraisingGrossIncomeAmt08198
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040612
IRS990EZ/GrossReceiptsAmt069557
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0113
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0181504
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0198716
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0181504
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0198716
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN GANIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARISA HELGELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELENA KLEIFGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JERI TARINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNE HINCKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KIM KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TERESA ZUCKERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HANNAH PENTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LAURA HOWREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RENA KAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11REBECCA FLEISHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRES (THRU 6/14)/BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEM (THRU 6/14)/CO-PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEM (THRU 6/14)/CO-PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02648
IRS990EZ/OtherRevenueTotalAmt01471
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTANCE TO PUBLIC SCHOOLS
IRS990EZ/PrintingPublicationsPostageAmt05116
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS MADE TO SUDBURY PUBLIC SCHOOLS AND LINCOLN SUDBURY REGIONAL HIGH SCHOOL DIRECTLY AFFECTING THE QUALITY OF EDUCATION FOR LOCAL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040612
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040612
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt03969
IRS990EZ/SpecialEventsNetIncomeLossAmt04229
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09582
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09573
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048376
IRS990EZ/TotalProgramServiceExpensesAmt040612
IRS990EZ/TotalRevenueAmt065588
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SERFSUDBURY.ORG
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046001315
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1046006428
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc12
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt033278
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt17334
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10SUDBURY PUBLIC SCHOOLS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11LINCOLN SUDBURY REGIONAL HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt040612
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 113.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 1,471.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: LINCOLN SUDBURY REGIONAL HIGH SCHOOL. GRANTEE ADDRESS: 390 LINCOLN ROAD SUDBURY, MA 01776. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 33,278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SUDBURY PUBLIC SCHOOLS. GRANTEE ADDRESS: 40 FAIRBANK ROAD SUDBURY, MA 01776. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 7,334. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 40,612.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: FILING FEES. AMOUNT: 35. DESCRIPTION: OFFICE SUPPLIES AND EXPENSES. AMOUNT: 2,277. DESCRIPTION: FUND RAISING EXPENSES. AMOUNT: 336. TOTAL TO FORM 990-EZ, LINE 16: 2,648.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 9,582. END OF YEAR AMOUNT: 9,573.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09784432725
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10SUDBURY EDUCATION RESOURCE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SUDB
ReturnHeader/Filer/EIN0223148328
ReturnHeader/Filer/PhoneNum09784432725
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 891
ReturnHeader/Filer/USAddress/City0SUDBURY
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001776
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431985162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SMITH SULLIVAN & BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1080 FLANDERS ROAD - SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001581
ReturnHeader/PreparerPersonGrp/PhoneNum05088717178
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAUREEN L SULLIVAN CPA
ReturnHeader/ReturnTs02015-04-13T12:43:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,289
Liabilities
$9,573
Net assets
$198,716
Revenue
$65,588
Expenses
$48,376
Net income
$17,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.09$1.72$0.27$0.18$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.02$1.63$0.24$0.45$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.84$0.38$0.27$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.03$1.74$0.54$0.28$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.46$1.48$0.54$0.88$0.34
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.13$1.82$0.48$0.71$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.09$2.05$1.01$0.49$0.52
2017Detailed filing. Detailed filing data is available for this year.$1.75$0.21$1.53$0.69$0.85$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.23$1.69$0.56$1.13$0.56
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.18$2.26$0.67$0.41$0.27
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.10$1.99$0.66$0.48$0.17
2013Summary only. Only limited summary data is available for this year.$1.91$0.10$0.59$0.38$0.21
2012Summary only. Only limited summary data is available for this year.$1.67$0.08$0.56$0.37$0.19
2011Summary only. Only limited summary data is available for this year.$1.61$0.31$0.68$0.68$0.00