Civic Intelligence

Melrose Education Foundation Inc.

990EZ • Fiscal year 2022 • EIN 46-2038401

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 08, 2022

Organization ProfileMELROSEEDFOUNDATION.ORG
PO Box 760891Melrose, 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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

45th percentile

1.7%

Higher net margin than 45% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

19%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$38,702

Up $567 (+1.5%) from 2021

Net Assets

Up

$38,702

Up $567 (+1.5%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Up

$32,929

Up $5,201 (+19%) from 2021

Expenses

Up

$32,362

Up $13,787 (+74%) from 2021

Net Income

Down

$567

Down $8,586 (-94%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2022

Assets$38,702
Liabilities-
Net Assets$38,702
Open 2022 Filing

Operations Trend

Revenue Growth58th 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

2022

Revenue$32,929
Expenses$32,362
Net Income$567
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 8, 2022
Return Version
2021v4.0
Gross Receipts
$32,929
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$28,978$28,978
PROVIDE FORUMS AND WORKSHOPS FOCUSED ON EDUCATION AND PARENTING-$112
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA DUGANPresident-$0--
LISA LEWISVice Preside-$0--
KERRI NATALETreasurer-$0--
ERIN HOBIN-AUDETSecretary-$0--
KIM LAFONTANADirector-$0--
MARY CADDLEDirector-$0--
JULIA MOTL LOWEDirector-$0--
CHRIS LEEDirector-$0--
JEFF BENTLEYDirector-$0--
ABBY LAWDirector-$0--
Filing and Contact Details

Filer

Filer Name
Melrose Education Foundation Inc
EIN
46-2038401
Phone
6176691211
Address
PO BOX 760891, MELROSE, MA 02176

Signing Officer

Name
Kerri Natale
Title
Treasurer
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Sheffield Advisors
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

“Flamingo flocking office 73 expenses marketing expenses 1,003 bank & paypal fees 447 chamber membership 95 filing fees 54 website expenses 304 parent university 112 insurance 580 total 2,668”

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 Appendix169 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA DUGAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERRI NATALE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM LAFONTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY CADDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JULIA MOTL LOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRIS LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEFF BENTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ABBY LAW
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/OtherExpensesTotalAmt02668
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/PrintingPublicationsPostageAmt0216
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028978
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt05650
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032362
IRS990EZ/TotalProgramServiceExpensesAmt029090
IRS990EZ/TotalRevenueAmt032929
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MELROSEEDFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022598
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014933
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt051074
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FLAMINGO FLOCKING OFFICE 73 EXPENSES MARKETING EXPENSES 1,003 BANK & PAYPAL FEES 447 CHAMBER MEMBERSHIP 95 FILING FEES 54 WEBSITE EXPENSES 304 PARENT UNIVERSITY 112 INSURANCE 580 TOTAL 2,668
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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KERRI NATALE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELROSE EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MELR
ReturnHeader/Filer/EIN0462038401
ReturnHeader/Filer/PhoneNum06176691211
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 760891
ReturnHeader/Filer/USAddress/CityNm0MELROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002176
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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/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA M HICKEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-11T11:18:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KERRI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NATALE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,702
Liabilities
-
Net assets
$38,702
Revenue
$32,929
Expenses
$32,362
Net income
$567
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