Civic Intelligence

Sudbury Education Resource Fund Inc.

990EZ • Fiscal year 2016 • EIN 22-3148328

Sep 01, 2015 to Aug 31, 2016 • Filed on Apr 07, 2017

PO Box 891Sudbury, MA 01776

(978) 443-2725

Siviq Scores

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

Liabilities / Assets

79th percentile

0.12x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.41x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

5th percentile

-100%

Higher net margin than 5% 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

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Down

$192,665

Down $51,170 (-21%) from 2015

Net Assets

Down

$169,327

Down $56,173 (-25%) from 2015

Liabilities

Up

$23,338

Up $5,003 (+27%) from 2015

Revenue

Down

$56,455

Down $11,044 (-16%) from 2015

Expenses

Up

$112,628

Up $71,913 (+177%) from 2015

Net Income

Down

-$56,173

Down $82,957 (-310%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$192,665
Liabilities$23,338
Net Assets$169,327

Operations Trend

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

2016

Revenue$56,455
Expenses$112,628
Net Income-$56,173
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Apr 7, 2017
Return Version
2015v3.0
Gross Receipts
$63,351
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.$106,446$106,446
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE BARRYTreasurer-$0--
KIM LEWISClerk-$0--
ELENA KLEIFGESBoard Member-$0--
ANNE HINCKSBoard Member-$0--
KIM KELLYCo-President-$0--
HANNAH PENTZBoard Member-$0--
LAURA HOWREYCo-President-$0--
RENA KAMSBoard Member-$0--
REBECCA FLEISHMANCo-President-$0--
ELENA REINERBoard Member-$0--
LAURA DEMERLEBoard Member-$0--
LIZ GANZBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
College Fair$29,101$7,125$5,436$1,689
Total Events$29,101$7,125$6,896$229
Filing and Contact Details

Filer

Filer Name
Sudbury Education Resource Fund Inc
EIN
22-3148328
Phone
9784432725
Address
PO BOX 891, SUDBURY, MA 01776

Signing Officer

Name
Katherine Barry
Title
Treasurer
Phone
9784432725
Signed
2017-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Smith Sullivan & Brown Pc
Address
80 FLANDERS ROAD - SUITE 200, WESTBOROUGH, MA 01581
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: 179.

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. Amount given: 81,849.

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. Amount given: 24,597. Total included on form 990-ez, line 10: 106,446.

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

Description: filing fees. Amount: 54. Description: office supplies and expenses. Amount: 2,703. Total to form 990-ez, line 16: 2,757.

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

Description: grants payable. Beg. Of year amount: 18,335. End of year amount: 23,338.

Raw XML Appendix315 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION INVITES THE SUPERINTENDENT OR ASSISTANT SUPERINTENDENT TO BOARD MEETINGS PERIODICALLY TO DISCUSS THE GRANTS AND GET THEIR INPUT. THEY ALSO SIGN OFF ON THE GRANTS BEFORE THEY ARE SUBMITTED TO THE ORGANIZATION. THE ORGANIZATION IS CONSTANTLY IN COMMUNICATION WITH THE SCHOOLS, BUT THE ORGANIZATION DOES NOT APPOINT OR ELECT THE OFFICERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 5, SECTION D, QUESTION 2
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046001315
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1046006428
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt024597
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt181849
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SUDBURY PUBLIC SCHOOLS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1LINCOLN SUDBURY REGIONAL HIGH SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0106446
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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt021976
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021976
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06896
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLLEGE FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0450
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07125
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0229
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05436
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05436
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01010
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 179.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: LINCOLN SUDBURY REGIONAL HIGH SCHOOL. GRANTEE ADDRESS: 390 LINCOLN ROAD SUDBURY, MA 01776. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 81,849.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: SUDBURY PUBLIC SCHOOLS. GRANTEE ADDRESS: 40 FAIRBANK ROAD SUDBURY, MA 01776. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 24,597. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 106,446.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: FILING FEES. AMOUNT: 54. DESCRIPTION: OFFICE SUPPLIES AND EXPENSES. AMOUNT: 2,703. TOTAL TO FORM 990-EZ, LINE 16: 2,757.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 18,335. END OF YEAR AMOUNT: 23,338.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09784432725
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUDBURY EDUCATION RESOURCE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SUDB
ReturnHeader/Filer/EIN0223148328
ReturnHeader/Filer/PhoneNum09784432725
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 891
ReturnHeader/Filer/USAddress/CityNm0SUDBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001776
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431985162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH SULLIVAN & BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 FLANDERS ROAD - SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05088717178
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAUREEN L SULLIVAN CPA
ReturnHeader/ReturnTs02017-04-07T09:26:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits