Civic Intelligence

Pentucket Education Foundation Inc.

990EZ • Fiscal year 2014 • EIN 27-3545150

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 18, 2015

Organization ProfileWWW.PENTUCKETEDFUND.ORG
PO Box 513West Newbury, MA 01985

(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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

48th percentile

2.2%

Higher net margin than 48% 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

55th percentile

4.5%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,659

Up $1,499 (+4.5%) from 2013

Net Assets

Up

$34,659

Up $1,499 (+4.5%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Down

$68,008

Down $33,023 (-33%) from 2013

Expenses

Down

$66,509

Down $35,456 (-35%) from 2013

Net Income

Up

$1,499

Up $2,433 (+260%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2014

Assets$34,659
Liabilities-
Net Assets$34,659
Open 2014 Filing

Operations Trend

Revenue Growth15th 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

2014

Revenue$68,008
Expenses$66,509
Net Income$1,499
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 18, 2015
Return Version
2014v5.0
Gross Receipts
$68,008
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 $66,000 in its 4th full year. Grants of over $59,000 were awarded and paid out in 2014.$7,301$59,208
Compensation and Service Providers
Top Officer Pay74th 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

Filer Name
Pentucket Education Foundation Inc
EIN
27-3545150
Phone
9783631181
Address
PO BOX 513, WEST NEWBURY, MA 01985

Signing Officer

Name
Annamarie Dalesandro-beech
Title
President
Signed
2015-08-18
Discuss with paid preparer
Yes

Preparer

Firm
OSullivan & Co PC
Address
871 Turnpike St Ste 205, North Andover, MA 01845-6156
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: $59208”

Other Expenses.1002

“Office Expenses $1374”

Other Expenses.1012

“Insurance $470”

Other Expenses.1

“Fund raising event expenses $3599”

Other Expenses.2

“Contract services $930”

Other Expenses.3

“Trailblazer reimbursements $500”

Other Expenses.4

“Bank and credit card fees $254”

Other Expenses.6

“Filing Fees $35”

Raw XML Appendix164 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/PersonNm0Sandra Capo
IRS990EZ/BooksInCareOfDetail/PhoneNum09784997168
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Nine Mirra Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST NEWBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001985
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033160
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034659
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt068008
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01499
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt034659
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt059208
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033160
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034659
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033160
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034659
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
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/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/OtherExpensesTotalAmt07162
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/PrintingPublicationsPostageAmt0139
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation was able to raise through grants and fundraising events over $66,000 in its 4th full year. Grants of over $59,000 were awarded and paid out in 2014.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07301
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059208
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066509
IRS990EZ/TotalProgramServiceExpensesAmt07301
IRS990EZ/TotalRevenueAmt068008
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PENTUCKETEDFUND.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt066408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0101031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt097493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt088637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0355679
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0355679
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0101031
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt097493
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt088637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02110
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0355679
IRS990ScheduleA/TotalSupportAmt0355679
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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: $59208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fund raising event expenses $3599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Contract services $930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Trailblazer reimbursements $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank and credit card fees $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Filing Fees $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNAMARIE DALESANDRO-BEECH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENTUCKET EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PENT
ReturnHeader/Filer/EIN0273545150
ReturnHeader/Filer/PhoneNum09783631181
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 513
ReturnHeader/Filer/USAddress/CityNm0WEST NEWBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OSullivan & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0871 Turnpike St Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Andover
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018456156
ReturnHeader/PreparerPersonGrp/PhoneNum09786867970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ann O'Sullivan
ReturnHeader/ReturnTs02015-08-18T09:21:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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
$34,659
Liabilities
-
Net assets
$34,659
Revenue
$68,008
Expenses
$66,509
Net income
$1,499
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