Civic Intelligence

Melrose Education Foundation Inc.

990EZ • Fiscal year 2019 • EIN 46-2038401

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

61st percentile

8.6%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

61st percentile

9.4%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

2.4%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,396

Up $2,352 (+9.4%) from 2018

Net Assets

Up

$27,396

Up $2,352 (+9.4%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$27,424

Up $648 (+2.4%) from 2018

Expenses

Up

$25,072

Up $588 (+2.4%) from 2018

Net Income

Up

$2,352

Up $60 (+2.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2019

Assets$27,396
Liabilities-
Net Assets$27,396
Open 2019 Filing

Operations Trend

Revenue Growth52nd 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

2019

Revenue$27,424
Expenses$25,072
Net Income$2,352
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$31,136
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.

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$17,173$17,173
PROVIDE FORUMS AND WORKSHOPS FOCUSED ON EDUCATION AND PARENTING-$4,359
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA DUGANPresident-$0--
LISA LEWISVice Preside-$0--
MARTHA GROVERTreasurer-$0--
ERIN HOBIN-AUDETSecretary-$0--
KIM LAFONTANADirector-$0--
JENNIFER GRIGORAITISDirector-$0--
ANI BREAYDirector-$0--
MARY CADDLEDirector-$0--
JULIA MOTL LOWEDirector-$0--
CHRISTINE GAGLIANODirector-$0--
SARAH MACLELLANDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mystery Night O$6,500$6,500$623$5,877
Flamingo Flocki$5,625$5,625$222$5,403
Total Events$12,125$12,125$1,600$10,525
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
2019-11-14
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 388 marketing expenses 714 bank & paypal fees 558 chamber membership 95 filing fees 53 office supplies 116 jotform 234 website expenses 193 mps summer institute 1,200 parent university 1,959 real talk facilitator 1,200 insurance 549 total 7,259”

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”

Form 990-ez, Part III, Line 31

“Provide forums and workshops focused on education and parenting”

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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/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MAILCHIMP 388 MARKETING EXPENSES 714 BANK & PAYPAL FEES 558 CHAMBER MEMBERSHIP 95 FILING FEES 53 OFFICE SUPPLIES 116 JOTFORM 234 WEBSITE EXPENSES 193 MPS SUMMER INSTITUTE 1,200 PARENT UNIVERSITY 1,959 REAL TALK FACILITATOR 1,200 INSURANCE 549 TOTAL 7,259
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/ExplanationTxt2PROVIDE FORUMS AND WORKSHOPS FOCUSED ON EDUCATION AND PARENTING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
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ReturnHeader/FilingSecurityInformation/IPTm014:25:02
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 EASTMAN PLACE SUITE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELROSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum07816620071
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA M HICKEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T14:25:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,396
Liabilities
-
Net assets
$27,396
Revenue
$27,424
Expenses
$25,072
Net income
$2,352
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