Civic Intelligence

Soar Educational Enrichment Inc.

990EZ • Fiscal year 2015 • EIN 47-1188127

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 27, 2016

PO Box 593Salisbury, CT 06068

(860) 435-4657

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$76,727

No earlier filing loaded for comparison.

Net Assets

$76,727

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$76,911

No earlier filing loaded for comparison.

Expenses

$184

No earlier filing loaded for comparison.

Net Income

$76,727

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $76,727Liabilities 2015: $0Net Assets 2015: $76,7272015Assets 2016: $72,883Liabilities 2016: $1,345Net Assets 2016: $71,5382016Assets 2017: $71,795Liabilities 2017: $1,778Net Assets 2017: $70,0172017Assets 2018: $78,951Liabilities 2018: $399Net Assets 2018: $78,5522018Assets 2019: $86,760Liabilities 2019: $2,018Net Assets 2019: $84,7422019Assets 2020: $97,239Liabilities 2020: $3,170Net Assets 2020: $94,0692020Assets 2022: $114,049Liabilities 2022: $3,600Net Assets 2022: $110,4492022Assets 2023: $136,748Liabilities 2023: $1,751Net Assets 2023: $134,9972023Assets 2025: $150,192Liabilities 2025: $874Net Assets 2025: $149,3182025

Highlighted filing

2015

Assets$76,727
Liabilities$0
Net Assets$76,727

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $76,911Expenses 2015: $184Net Income 2015: $76,7272015Revenue 2016: $59,846Expenses 2016: $65,035Net Income 2016: -$5,1892016Revenue 2017: $57,984Expenses 2017: $59,505Net Income 2017: -$1,5212017Revenue 2018: $62,940Expenses 2018: $54,403Net Income 2018: $8,5372018Revenue 2019: $65,802Expenses 2019: $59,611Net Income 2019: $6,1912019Revenue 2020: $75,564Expenses 2020: $66,237Net Income 2020: $9,3272020Revenue 2022: $75,532Expenses 2022: $74,944Net Income 2022: $5882022Revenue 2023: $115,041Expenses 2023: $90,493Net Income 2023: $24,5482023Revenue 2025: $152,593Expenses 2025: $150,112Net Income 2025: $2,4812025

Highlighted filing

2015

Revenue$76,911
Expenses$184
Net Income$76,727
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 27, 2016
Return Version
2014v6.0
Gross Receipts
$76,911
Mission and Program Overview

Mission

To facilitate educational enrichment experiences. The corporation is organized and operated exclusively for charitable and educational purposes within the meaning of section 501(c)(3) of the internal revenue code (irc) of 1986.

Program Services

DescriptionGrantsExpenses
TO PROVIDE THE DYNAMIC LEARNING OPPORTUNITIES THAT ENABLE EACH AND EVERY STUDENT TO DISCOVER HIS/HER INDIVIDUAL TALENTS AND INTERESTS. OUR GOAL IS BOTH TO SUPPORT AND ENHANCE THE SCHOOL-DAY CURRICULUM AND TO PROVIDE THE ENVIRONMENT AND OPPORTUNITIES, BOTH IN AND OUT OF THE CLASSROOM, FOR LEARNING AND EXPLORATION BEYOND THIS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH MARKSPresident-$0--
EMILY VAILTreasurer-$0--
CAROLINE KENNY BURCHFIELDDirector-$0--
SETH CHURCHILLDirector-$0--
AMY RASNER CLULOWDirector-$0--
JAMES DRESSERDirector-$0--
CATRIONA POM SHILLINGFORDDirector-$0--
LIZA PINDER-STEINMETZDirector-$0--
DOUGLAS WEISMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Soar Educational Enrichment Inc
EIN
47-1188127
Address
PO BOX 593, SALISBURY, CT 06068

Signing Officer

Name
Keith Marks
Title
President
Signed
2016-10-27

Preparer

Firm
Smith Watson & Co Llp
Address
406 MAIN STREET, GREAT BARRINGTON, MA 01230
Preparer
Robin a Markey
Phone
4135281111
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other revenue 605 total 605

Form 990-ez, Part I, Line 16

Expenses bank fees 21 office expense 163 total 184

Form 990-ez, Part III

To facilitate educational enrichment experiences. The corporation is organized and operated exclusively for charitable and educational purposes within the meaning of section 501(c)(3) of the internal revenue code (irc) of 1986.

Form 990-ez, Part III, Line 28

To provide the dynamic learning opportunities that enable each and every student to discover his/her individual talents and interests. Our goal is both to support and enhance the school-day curriculum and to provide the environment and opportunities, both in and out of the classroom, for learning and exploration beyond this.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 605 TOTAL 605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 21 OFFICE EXPENSE 163 TOTAL 184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO FACILITATE EDUCATIONAL ENRICHMENT EXPERIENCES. THE CORPORATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE THE DYNAMIC LEARNING OPPORTUNITIES THAT ENABLE EACH AND EVERY STUDENT TO DISCOVER HIS/HER INDIVIDUAL TALENTS AND INTERESTS. OUR GOAL IS BOTH TO SUPPORT AND ENHANCE THE SCHOOL-DAY CURRICULUM AND TO PROVIDE THE ENVIRONMENT AND OPPORTUNITIES, BOTH IN AND OUT OF THE CLASSROOM, FOR LEARNING AND EXPLORATION BEYOND THIS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH MARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-27
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ReturnHeader/Filer/EIN0471188127
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042530803
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0406 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT BARRINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001230
ReturnHeader/PreparerPersonGrp/PhoneNum04135281111
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN A MARKEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-31T15:07:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings