Civic Intelligence

Melrose Education Foundation Inc.

990EZ • Fiscal year 2018 • EIN 46-2038401

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

Organization ProfileMELROSEEDFOUNDATION.ORG
31 Gooch StreetMelrose, MA 02176

(617) 970-5874

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

61st percentile

8.6%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

4.3%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$25,044

Up $2,292 (+10%) from 2017

Net Assets

Up

$25,044

Up $2,292 (+10%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$26,776

Up $1,099 (+4.3%) from 2017

Expenses

Down

$24,484

Down $12,063 (-33%) from 2017

Net Income

Up

$2,292

Up $13,162 (+121%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$80K$60K$40K$20K$0Assets 2013: $2,244Liabilities 2013: $02013Assets 2014: $11,156Liabilities 2014: $02014Assets 2015: $26,766Net Assets 2015: $26,7662015Assets 2016: $33,622Net Assets 2016: $33,6222016Assets 2017: $22,752Net Assets 2017: $22,7522017Assets 2018: $25,044Net Assets 2018: $25,0442018Assets 2019: $27,396Net Assets 2019: $27,3962019Assets 2020: $28,982Net Assets 2020: $28,9822020Assets 2021: $38,135Net Assets 2021: $38,1352021Assets 2022: $38,702Net Assets 2022: $38,7022022Assets 2023: $57,636Net Assets 2023: $57,6362023Assets 2024: $63,833Net Assets 2024: $63,8332024

Highlighted filing

2018

Assets$25,044
Liabilities-
Net Assets$25,044
Open 2018 Filing

Operations Trend

Revenue Growth55th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $2,520Expenses 2013: $276Net Income 2013: $2,2442013Revenue 2014: $16,821Expenses 2014: $7,909Net Income 2014: $8,9122014Revenue 2015: $38,897Expenses 2015: $23,287Net Income 2015: $15,6102015Revenue 2016: $42,018Expenses 2016: $35,162Net Income 2016: $6,8562016Revenue 2017: $25,677Expenses 2017: $36,547Net Income 2017: -$10,8702017Revenue 2018: $26,776Expenses 2018: $24,484Net Income 2018: $2,2922018Revenue 2019: $27,424Expenses 2019: $25,072Net Income 2019: $2,3522019Revenue 2020: $22,128Expenses 2020: $20,542Net Income 2020: $1,5862020Revenue 2021: $27,728Expenses 2021: $18,575Net Income 2021: $9,1532021Revenue 2022: $32,929Expenses 2022: $32,362Net Income 2022: $5672022Revenue 2023: $41,207Expenses 2023: $22,736Net Income 2023: $18,4712023Revenue 2024: $44,443Expenses 2024: $38,246Net Income 2024: $6,1972024

Highlighted filing

2018

Revenue$26,776
Expenses$24,484
Net Income$2,292
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$28,021
Mission and Program Overview

Mission

Provide grants to fund initiatives that will enrich curriculum and promote creativity and innovation for all students in the melrose public schools.

Program Services

DescriptionGrantsExpenses
PROVIDE GRANTS TO TEACHERS IN MELROSE PUBLIC SCHOOLS$19,949$19,949
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM LAFONTANAPresident-$0--
MARTHA GROVERTreasurer-$0--
JESSICA DUGANVice Preside-$0--
JENNIFER MANNINGSecretary-$0--
LISA LEWISDirector-$0--
JENNIFER GRIGORAITISDirector-$0--
KAREN GRANT BLACKBURNDirector-$0--
ERIN HOBIN-AUDETDirector-$0--
Filing and Contact Details

Filer

Filer Name
Melrose Education Foundation Inc
EIN
46-2038401
Phone
6179705874
Address
31 GOOCH STREET, MELROSE, MA 02176

Signing Officer

Name
Martha Grover
Title
Treasurer
Phone
6179705874
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Sheffield Advisors LLC
Address
6 EASTMAN PLACE SUITE 4, MELROSE, MA 02176
Preparer
Cynthia M Hickey CPA
Phone
7816620071
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses mailchimp 390 marketing expenses 669 bank & paypal fees 469 chamber membership 95 filing fees 53 jotform 153 website expenses 314 mps summer institute 401 parent university 1,355 total 3,899”

Form 990-ez, Part III

“Provide grants to fund initiatives that will enrich curriculum and promote creativity and innovation for all students in the melrose public schools.”

Raw XML Appendix165 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MELROSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022752
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IRS990EZ/FundraisingGrossIncomeAmt014756
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019949
IRS990EZ/GrossReceiptsAmt028021
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM LAFONTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARTHA GROVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA DUGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER GRIGORAITIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KAREN GRANT BLACKBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ERIN HOBIN-AUDET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03899
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE GRANTS TO FUND INITIATIVES THAT WILL ENRICH CURRICULUM AND PROMOTE CREATIVITY AND INNOVATION FOR ALL STUDENTS IN THE MELROSE PUBLIC SCHOOLS.
IRS990EZ/PrintingPublicationsPostageAmt0136
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE GRANTS TO TEACHERS IN MELROSE PUBLIC SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019949
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019949
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01245
IRS990EZ/SpecialEventsNetIncomeLossAmt013511
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024484
IRS990EZ/TotalProgramServiceExpensesAmt019949
IRS990EZ/TotalRevenueAmt026776
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MELROSEEDFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt042786
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042840
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010340
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0170152
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048620
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044971
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018423
IRS990ScheduleA/Total509Grp/TotalAmt0170152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048620
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018423
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MAILCHIMP 390 MARKETING EXPENSES 669 BANK & PAYPAL FEES 469 CHAMBER MEMBERSHIP 95 FILING FEES 53 JOTFORM 153 WEBSITE EXPENSES 314 MPS SUMMER INSTITUTE 401 PARENT UNIVERSITY 1,355 TOTAL 3,899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE GRANTS TO FUND INITIATIVES THAT WILL ENRICH CURRICULUM AND PROMOTE CREATIVITY AND INNOVATION FOR ALL STUDENTS IN THE MELROSE PUBLIC SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06179705874
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELROSE EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MELR
ReturnHeader/Filer/EIN0462038401
ReturnHeader/Filer/PhoneNum06179705874
ReturnHeader/Filer/USAddress/AddressLine1Txt031 GOOCH STREET
ReturnHeader/Filer/USAddress/CityNm0MELROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002176
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:30:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262177704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHEFFIELD ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 EASTMAN PLACE SUITE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELROSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002176
ReturnHeader/PreparerPersonGrp/PhoneNum07816620071
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA M HICKEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-14T14:30:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,044
Liabilities
-
Net assets
$25,044
Revenue
$26,776
Expenses
$24,484
Net income
$2,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.8$63.8$44.4$38.2$6.20
2023Detailed filing. Detailed filing data is available for this year.$57.6$57.6$41.2$22.7$18.5
2022Detailed filing. Detailed filing data is available for this year.$38.7$38.7$32.9$32.4$0.57
2021Detailed filing. Detailed filing data is available for this year.$38.1$38.1$27.7$18.6$9.15
2020Detailed filing. Detailed filing data is available for this year.$29.0$29.0$22.1$20.5$1.59
2019Detailed filing. Detailed filing data is available for this year.$27.4$27.4$27.4$25.1$2.35
2018Detailed filing. Detailed filing data is available for this year.$25.0$25.0$26.8$24.5$2.29
2017Detailed filing. Detailed filing data is available for this year.$22.8$22.8$25.7$36.5$10.9
2016Detailed filing. Detailed filing data is available for this year.$33.6$33.6$42.0$35.2$6.86
2015Detailed filing. Detailed filing data is available for this year.$26.8$26.8$38.9$23.3$15.6
2014Summary only. Only limited summary data is available for this year.$11.2$0.00$16.8$7.91$8.91
2013Summary only. Only limited summary data is available for this year.$2.24$0.00$2.52$0.28$2.24