Civic Intelligence

Melrose Education Foundation Inc.

990EZ • Fiscal year 2020 • EIN 46-2038401

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

81 Oakland StreetMelrose, MA 02176

(617) 669-1211

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

53rd percentile

7.2%

Higher net margin than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

5.8%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-19%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$28,982

Up $1,586 (+5.8%) from 2019

Net Assets

Up

$28,982

Up $1,586 (+5.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$22,128

Down $5,296 (-19%) from 2019

Expenses

Down

$20,542

Down $4,530 (-18%) from 2019

Net Income

Down

$1,586

Down $766 (-33%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$28,982
Liabilities-
Net Assets$28,982

Operations Trend

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

2020

Revenue$22,128
Expenses$20,542
Net Income$1,586
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$23,533
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$12,788$12,788
PROVIDE FORUMS AND WORKSHOPS FOCUSED ON EDUCATION AND PARENTING-$4,472
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA DUGANPresident-$0--
LISA LEWISVice Preside-$0--
KERRI NATALETreasurer-$0--
ERIN HOBIN-AUDETSecretary-$0--
KIM LAFONTANADirector-$0--
ANI BREAYDirector-$0--
MARY CADDLEDirector-$0--
JULIA MOTL LOWEDirector-$0--
CHRISTINE GAGLIANODirector-$0--
SARAH MACLELLANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Melrose Education Foundation Inc
EIN
46-2038401
Phone
6176691211
Address
81 OAKLAND STREET, MELROSE, MA 02176

Signing Officer

Name
Jessica Dugan
Title
President
Signed
2020-11-12
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 64 marketing expenses 740 bank & paypal fees 350 chamber membership 95 filing fees 53 office supplies 172 jotform 237 website expenses 357 parent university 2,737 community event 1,735 insurance 564 total 7,104

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

Raw XML Appendix177 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0KERRI NATALE
IRS990EZ/BooksInCareOfDetail/PhoneNum06176691211
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt081 OAKLAND STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MELROSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027396
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028982
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014933
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01586
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027396
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028982
IRS990EZ/FundraisingGrossIncomeAmt08600
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012788
IRS990EZ/GrossReceiptsAmt023533
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027396
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028982
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027396
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028982
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA DUGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERRI NATALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN HOBIN-AUDET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM LAFONTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANI BREAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARY CADDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIA MOTL LOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRISTINE GAGLIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SARAH MACLELLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07104
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/PrintingPublicationsPostageAmt0150
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE GRANTS TO TEACHERS IN MELROSE PUBLIC SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FORUMS AND WORKSHOPS FOCUSED ON EDUCATION AND PARENTING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012788
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012788
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14472
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01405
IRS990EZ/SpecialEventsNetIncomeLossAmt07195
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020542
IRS990EZ/TotalProgramServiceExpensesAmt017260
IRS990EZ/TotalRevenueAmt022128
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MELROSEEDFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016938
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0104025
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0161427
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023533
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048620
IRS990ScheduleA/Total509Grp/TotalAmt0161427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048620
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0161427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MAILCHIMP 64 MARKETING EXPENSES 740 BANK & PAYPAL FEES 350 CHAMBER MEMBERSHIP 95 FILING FEES 53 OFFICE SUPPLIES 172 JOTFORM 237 WEBSITE EXPENSES 357 PARENT UNIVERSITY 2,737 COMMUNITY EVENT 1,735 INSURANCE 564 TOTAL 7,104
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
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA DUGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELROSE EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MELR
ReturnHeader/Filer/EIN0462038401
ReturnHeader/Filer/PhoneNum06176691211
ReturnHeader/Filer/USAddress/AddressLine1Txt081 OAKLAND STREET
ReturnHeader/Filer/USAddress/CityNm0MELROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002176
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02AF561AED5CF417DF4A8F4480DC7452C8E7912DA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E004DA4C0D464F5FB7844D9BB1911223F7DEC18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:54:04
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/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA M HICKEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T18:54:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings