Civic Intelligence

Pentucket Education Foundation Inc.

990EZ • Fiscal year 2013 • EIN 27-3545150

Jan 01, 2013 to Dec 31, 2013 • Filed on May 16, 2014

Organization ProfileWWW.PENTUCKETEDFUND.ORG
PO Box 51301985

(978) 363-1181

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

39th percentile

-0.9%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

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

Asset Growth

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

53rd percentile

3.6%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$33,160

Down $1,441 (-4.2%) from 2012

Net Assets

Down

$33,160

Down $934 (-2.7%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$101,031

Up $3,538 (+3.6%) from 2012

Expenses

Up

$101,965

Up $22,884 (+29%) from 2012

Net Income

Down

-$934

Down $19,346 (-105%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$40K$30K$20K$10K$0Assets 2010: $1,600Net Assets 2010: $1,6002010Assets 2011: $15,682Net Assets 2011: $15,6822011Assets 2012: $34,601Liabilities 2012: $507Net Assets 2012: $34,0942012Assets 2013: $33,160Net Assets 2013: $33,1602013Assets 2014: $34,659Net Assets 2014: $34,6592014Assets 2019: $23,512Liabilities 2019: $0Net Assets 2019: $23,5122019Assets 2020: $15,869Liabilities 2020: $0Net Assets 2020: $15,8692020Assets 2021: $15,400Liabilities 2021: $0Net Assets 2021: $15,4002021

Highlighted filing

2013

Assets$33,160
Liabilities-
Net Assets$33,160
Open 2013 Filing

Operations Trend

Revenue Growth53rd percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $2,110Expenses 2010: $510Net Income 2010: $1,6002010Revenue 2011: $88,637Expenses 2011: $74,555Net Income 2011: $14,0822011Revenue 2012: $97,493Expenses 2012: $79,081Net Income 2012: $18,4122012Revenue 2013: $101,031Expenses 2013: $101,965Net Income 2013: -$9342013Revenue 2014: $68,008Expenses 2014: $66,509Net Income 2014: $1,4992014Revenue 2019: $15,839Expenses 2019: $10,575Net Income 2019: $5,2642019Revenue 2020: $6,810Expenses 2020: $14,453Net Income 2020: -$7,6432020Revenue 2021: $870Expenses 2021: $1,339Net Income 2021: -$4692021

Highlighted filing

2013

Revenue$101,031
Expenses$101,965
Net Income-$934
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 16, 2014
Return Version
2013v3.1
Gross Receipts
$101,031
Mission and Program Overview

Mission

To sustain an educational foundation for the Pentucket Regional School District in order to provide much needed revenue to fund unique technology and program initiatives.

Program Services

DescriptionGrantsExpenses
The Foundation was able to raise through grants and fundraising events over $101,000 in its 3rd full year. Grants of $87,963 were awarded and reimbursements totaling $2,985 were paid for classroom support materials.$2,985$95,998
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNAMARIE DALESANDRO-BEECHPresident-$0--
Sandra CapoTreasurer-$0--
Donna TierneyDirector-$0--
Mimi KeevesDirector-$0--
Karol FlanneryDirector-$0--
GLENN KEMPERDirector-$0--
Lisa BeatonClerk-$0--
Sandra BerkenbushDirector-$0--
Filing and Contact Details

Filer

EIN
27-3545150
Phone
9783631181

Signing Officer

Name
Annamarie Dalesandro-beech
Title
President
Signed
2014-05-16
Discuss with paid preparer
Yes

Preparer

Preparer
Ann O'Sullivan
Phone
9786867970
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - Part IV - Form 990-EZOfficers and directors provide voluntary services and attend meetings and events, average hours of activity by week vary depending on the needs of the organization.”

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: education | Donee's Name: Pentucket Regional School District | Donee's Address: Main Street West Newbury, MA 01985 | Relationship of Donee: none | Cash Amount Given: $93013”

Other Expenses.1

“Fund raising event expenses $4842”

Other Expenses.2

“Trailblazer reimbursements $2985”

Other Expenses.3

“registration fees $275”

Other Expenses.4

“Bank and credit card fees $266”

Other Expenses.7

“Filing Fees $80”

Other Assets.1

“Souvenir glasses - Beginning $520 Souvenir glasses - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $507 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix172 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09784997168
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10Nine Mirra Way
IRS990EZ/BooksInCareOfDetail/USAddress/City0WEST NEWBURY
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001985
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034081
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033160
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0101031
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-934
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt033160
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt093013
IRS990EZ/GrossReceiptsAmt0101031
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034094
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034094
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNAMARIE DALESANDRO-BEECH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sandra Capo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Donna Tierney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mimi Keeves
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Karol Flannery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GLENN KEMPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lisa Beaton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sandra Berkenbush
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0520
IRS990EZ/OtherExpensesTotalAmt08448
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To sustain an educational foundation for the Pentucket Regional School District in order to provide much needed revenue to fund unique technology and program initiatives.
IRS990EZ/PrintingPublicationsPostageAmt0504
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation was able to raise through grants and fundraising events over $101,000 in its 3rd full year. Grants of $87,963 were awarded and reimbursements totaling $2,985 were paid for classroom support materials.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02985
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt095998
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0507
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0101965
IRS990EZ/TotalProgramServiceExpensesAmt02985
IRS990EZ/TotalRevenueAmt0101031
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PENTUCKETEDFUND.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0101031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt097493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt088637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0289271
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt0289271
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0101031
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt088637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02110
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0289271
IRS990ScheduleA/TotalSupportAmt0289271
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt0Client Note 1 - Part IV - Form 990-EZOfficers and directors provide voluntary services and attend meetings and events, average hours of activity by week vary depending on the needs of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: education | Donee's Name: Pentucket Regional School District | Donee's Address: Main Street West Newbury, MA 01985 | Relationship of Donee: none | Cash Amount Given: $93013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fund raising event expenses $4842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Trailblazer reimbursements $2985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4registration fees $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank and credit card fees $266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Filing Fees $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Souvenir glasses - Beginning $520 Souvenir glasses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $507 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNAMARIE DALESANDRO-BEECH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10PENTUCKET EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PENT
ReturnHeader/Filer/EIN0273545150
ReturnHeader/Filer/PhoneNum09783631181
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 513
ReturnHeader/Filer/USAddress/City0WEST NEWBURY
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10OSullivan & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10871 Turnpike St Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0North Andover
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0018456156
ReturnHeader/PreparerPersonGrp/PhoneNum09786867970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ann O'Sullivan
ReturnHeader/ReturnTs02014-05-16T12:01:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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
$33,160
Liabilities
-
Net assets
$33,160
Revenue
$101,031
Expenses
$101,965
Net income
-$934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.01$0.01$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.07$0.14$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.16$0.11$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.68$0.67$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.01$1.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.01$0.34$0.97$0.79$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.16$0.89$0.75$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.02$0.01$0.02