Civic Intelligence

Pb Foundation Inc

EIN 46-2666829 • 501(c)3 • Franklin, MA

Profile

The purpose of the organization is to provide scholarships and financial assistance, based on need, to child and family based organizations.

5 John Edwards CircleFranklin, MA 02038

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

47th percentile

0.2%

Higher net margin than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

3.2%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-11%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$260

Up $8 (+3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

$260

No earlier filing loaded for comparison.

Revenue

Down

$5,277

Down $634 (-11%) from 2016

Expenses

Down

$5,269

Down $1,350 (-20%) from 2016

Net Income

Up

$8

Up $716 (+101%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0K$500$0Assets 2015: $960Liabilities 2015: $0Net Assets 2015: $9602015Assets 2016: $252Liabilities 2016: $02016Assets 2017: $260Liabilities 2017: $0Net Assets 2017: $2602017

Highlighted filing

2017

Assets$260
Liabilities$0
Net Assets$260

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0K$6.0K$4.0K$2.0K$0-$2.0KRevenue 2015: $6,960Expenses 2015: $6,000Net Income 2015: $9602015Revenue 2016: $5,911Expenses 2016: $6,619Net Income 2016: -$7082016Revenue 2017: $5,277Expenses 2017: $5,269Net Income 2017: $82017

Highlighted filing

2017

Revenue$5,277
Expenses$5,269
Net Income$8

Filings

Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Nov 9, 2016
Return Version
2014v6.0
Gross Receipts
$48,016
Mission and Program Overview

Mission

The purpose of the organization is to provide scholarships and financial assistance, based on need, to child and family based organizations.

Program Services

DescriptionGrantsExpenses
THE ONE PROGRAM SERVICE THE ORGANIZATION HAS IS A GOLF TOURNAMENT TO RAISE FUNDS, WHICH ARE DONATED TO CHILD AND FAMILY ORGANIZATIONS.$48,016$41,056
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARYELLEN BARRYPresident-$0--
KEVIN O'NEILLDirector-$0--
THERESE FITZGERALDTreasurer-$0--
NICHOLAS BARRYClerk-$0--
Filing and Contact Details

Filer

Filer Name
Pb Foundation Inc
EIN
46-2666829
Phone
5085339156
Address
5 JOHN EDWARDS CIRCLE, FRANKLIN, MA 02038

Signing Officer

Name
Maryellen Barry
Title
President
Phone
5085339156
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Anthony V Ricci CPA Inc
Address
100 METRO CENTER BLVD, WARWICK, RI 02886-1740
Preparer
David R Dargy CPA
Phone
4019426900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: donation. Grantee name: camp fatima. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: donation. Grantee name: concerns of police survivors new england chapter. Amount given: 250.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: donation. Grantee name: sponsorship of widow and children of fallen grantee name: sponsorship of widow and children of fallen. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: stephen jacobson and umass amherst. Amount given: 2,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: christopher kelley and rhode island college. Amount given: 1,250. Total included on form 990-ez, line 10: 6,000.

Raw XML Appendix136 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARYELLEN BARRY
IRS990EZ/BooksInCareOfDetail/PhoneNum06178777302
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 JOHN EDWARDS CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRANKIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002038
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0960
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0960
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0960
IRS990EZ/FundraisingGrossIncomeAmt048016
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt048016
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0960
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0960
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARYELLEN BARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN O'NEILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THERESE FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICHOLAS BARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE, BASED ON NEED, TO CHILD AND FAMILY BASED ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ONE PROGRAM SERVICE THE ORGANIZATION HAS IS A GOLF TOURNAMENT TO RAISE FUNDS, WHICH ARE DONATED TO CHILD AND FAMILY ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt048016
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041056
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt041056
IRS990EZ/SpecialEventsNetIncomeLossAmt06960
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06000
IRS990EZ/TotalProgramServiceExpensesAmt041056
IRS990EZ/TotalRevenueAmt06960
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt048016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt048016
IRS990ScheduleA/PublicSupportTotal170Amt048016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048016
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt048016
IRS990ScheduleA/TotalSupportAmt048016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: CAMP FATIMA. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: CONCERNS OF POLICE SURVIVORS NEW ENGLAND CHAPTER. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: SPONSORSHIP OF WIDOW AND CHILDREN OF FALLEN GRANTEE NAME: SPONSORSHIP OF WIDOW AND CHILDREN OF FALLEN. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: STEPHEN JACOBSON AND UMASS AMHERST. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CHRISTOPHER KELLEY AND RHODE ISLAND COLLEGE. AMOUNT GIVEN: 1,250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYELLEN BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05085339156
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PB FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PBFO
ReturnHeader/Filer/EIN0462666829
ReturnHeader/Filer/PhoneNum05085339156
ReturnHeader/Filer/USAddress/AddressLine1Txt05 JOHN EDWARDS CIRCLE
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002038
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050508826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANTHONY V RICCI CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 METRO CENTER BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028861740
ReturnHeader/PreparerPersonGrp/PhoneNum04019426900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R DARGY CPA
ReturnHeader/ReturnTs02016-11-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-04-01
ReturnHeader/TaxPeriodEndDt02015-03-31
ReturnHeader/TaxYr02014

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