Civic Intelligence

Soar Educational Enrichment Inc.

990EZ • Fiscal year 2016 • EIN 47-1188127

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 02, 2017

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

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

25th percentile

-8.7%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$25,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 41.8% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-5.0%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$72,883

Down $3,844 (-5.0%) from 2015

Net Assets

Down

$71,538

Down $5,189 (-6.8%) from 2015

Liabilities

$1,345

No earlier filing loaded for comparison.

Revenue

Down

$59,846

Down $17,065 (-22%) from 2015

Expenses

Up

$65,035

Up $64,851 (+35245%) from 2015

Net Income

Down

-$5,189

Down $81,916 (-107%) from 2015

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: $76,727Net 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

2016

Assets$72,883
Liabilities$1,345
Net Assets$71,538

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

2016

Revenue$59,846
Expenses$65,035
Net Income-$5,189
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 2, 2017
Return Version
2015v3.0
Gross Receipts
$59,846
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.-$53,479
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE FALLONProgram DirePT$25,000-$25,000
KEITH MARKSPresident-$0--
EMILY VAILTreasurer-$0--
KEVIN DIAMONDDirector-$0--
SETH CHURCHILLDirector-$0--
AMY RASNER CLULOWDirector-$0--
JAMES DRESSERDirector-$0--
CATRIONA POM SHILLINGFORDDirector-$0--
LIZA PINDER-STEINMETZDirector-$0--
DOUGLAS WEISMANDirector-$0--
DANIEL SKOGLUNDDirector-$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
2017-02-02

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 908 total 908

Form 990-ez, Part I, Line 16

Special event revenue winter drama expenses 8,000 soar bowl expenses 299 prize non-cash 200 expenses insurance 1,615 bank fees 21 office expense 3,415 postage 585 assemblies 2,700 other expenses 3,645 workshop expenses 10,474 grants to scs teachers 2,913 postage, mailing service 139 printing & copying 1,486 supplies 151 total 35,643

Form 990-ez, Part II, Line 26

Withheld federal tax 0 995 withheld state tax 0 70 accrued unemployment comp tax 0 280

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 908 TOTAL 908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT REVENUE WINTER DRAMA EXPENSES 8,000 SOAR BOWL EXPENSES 299 PRIZE NON-CASH 200 EXPENSES INSURANCE 1,615 BANK FEES 21 OFFICE EXPENSE 3,415 POSTAGE 585 ASSEMBLIES 2,700 OTHER EXPENSES 3,645 WORKSHOP EXPENSES 10,474 GRANTS TO SCS TEACHERS 2,913 POSTAGE, MAILING SERVICE 139 PRINTING & COPYING 1,486 SUPPLIES 151 TOTAL 35,643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WITHHELD FEDERAL TAX 0 995 WITHHELD STATE TAX 0 70 ACCRUED UNEMPLOYMENT COMP TAX 0 280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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/ExplanationTxt4TO 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH MARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOAR EDUCATIONAL ENRICHMENT INC
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ReturnHeader/Filer/EIN0471188127
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006068
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/PreparationDt02017-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN A MARKEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-15T15:32:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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