Civic Intelligence

Marblehead Charter Education Fund Inc

EIN 47-5074358 • 501(c)3 • Marblehead, MA

Profile

To provide financial assistance via grants and donations to the marblehead community charter public school.

17 Lime StMarblehead, MA 01945

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

55th percentile

4.5%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$16,476

Up $1,136 (+7.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$16,476

Up $1,136 (+7.4%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin55th percentile

Revenue

Down

$13,523

Down $11,427 (-46%) from 2023

Expenses

Down

$12,387

Down $3,343 (-21%) from 2023

Net Income

Down

$1,136

Down $8,084 (-88%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$20K$15K$10K$5.0K$0Assets 2016: $5,311Liabilities 2016: $0Net Assets 2016: $5,3112016Assets 2017: $5,825Liabilities 2017: $0Net Assets 2017: $5,8252017Assets 2018: $1,948Liabilities 2018: $0Net Assets 2018: $1,9482018Assets 2019: $8,417Liabilities 2019: $0Net Assets 2019: $8,4172019Assets 2020: $4,758Liabilities 2020: $0Net Assets 2020: $4,7582020Assets 2021: $4,272Liabilities 2021: $0Net Assets 2021: $4,2722021Assets 2022: $6,120Liabilities 2022: $0Net Assets 2022: $6,1202022Assets 2023: $15,340Liabilities 2023: $0Net Assets 2023: $15,3402023Assets 2024: $16,476Liabilities 2024: $0Net Assets 2024: $16,4762024

Highlighted filing

2024

Assets$16,476
Liabilities$0
Net Assets$16,476
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$60K$40K$20K$0-$20KRevenue 2016: $40,420Expenses 2016: $35,109Net Income 2016: $5,3112016Revenue 2017: $58,642Expenses 2017: $58,128Net Income 2017: $5142017Revenue 2018: $14,353Expenses 2018: $18,230Net Income 2018: -$3,8772018Revenue 2019: $7,878Expenses 2019: $1,409Net Income 2019: $6,4692019Revenue 2020: $27,157Expenses 2020: $30,816Net Income 2020: -$3,6592020Revenue 2021: $43,465Expenses 2021: $43,951Net Income 2021: -$4862021Revenue 2022: $40,697Expenses 2022: $38,849Net Income 2022: $1,8482022Revenue 2023: $24,950Expenses 2023: $15,730Net Income 2023: $9,2202023Revenue 2024: $13,523Expenses 2024: $12,387Net Income 2024: $1,1362024

Highlighted filing

2024

Revenue$13,523
Expenses$12,387
Net Income$1,136
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,476
Liabilities
$0
Net assets
$16,476
Revenue
$13,523
Expenses
$12,387
Net income
$1,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$13.5$12.4$1.14
2023Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$25.0$15.7$9.22
2022Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$40.7$38.8$1.85
2021Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$43.5$44.0$0.49
2020Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$27.2$30.8$3.66
2019Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$7.88$1.41$6.47
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$14.4$18.2$3.88
2017Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$58.6$58.1$0.51
2016Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$40.4$35.1$5.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$13,523
Mission and Program Overview

Mission

To provide financial assistance via grants and donations to the marblehead community charter public school.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE MARBLEHEAD COMMUNITY CHARTER PUBLIC SCHOOL BY RAISING FUNDS TO PURCHASE PROGRAM MATERIALS AND OTHER NECESSEASITIES OF THE SCHOOL.$12,149$12,390
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN LODGENPresident-$0--
GAIL GELBVice President-$0--
JEN JEWELLSecretary-$0--
EVAN CASSIDYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Marblehead Charter Education Fund Inc
EIN
47-5074358
Phone
7816310777
Address
17 LIME ST, MARBLEHEAD, MA 01945

Signing Officer

Name
Evan Cassidy
Title
Treasurer
Phone
7816310777
Signed
2025-05-06

Preparer

Firm
Daniel Dennis & Company Llp
Address
990 WASHINGTON STREET STE 203, DEDHAM, MA 02026
Preparer
COLLEEN D'ALFONSO
Phone
6172629898
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: other revenues. Amount: 7,794.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: contributions to charter school. Amount: 12,146. Description: miscellaneous. Amount: 241. Total to form 990-ez, line 16: 12,387.”

Raw XML Appendix155 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07816310777
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARBLEHEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001945
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015340
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016476
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELLEN LODGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GAIL GELB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEN JEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EVAN CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012387
IRS990EZ/OtherRevenueTotalAmt07794
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL ASSISTANCE VIA GRANTS AND DONATIONS TO THE MARBLEHEAD COMMUNITY CHARTER PUBLIC SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE MARBLEHEAD COMMUNITY CHARTER PUBLIC SCHOOL BY RAISING FUNDS TO PURCHASE PROGRAM MATERIALS AND OTHER NECESSEASITIES OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012149
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012390
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012387
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IRS990EZ/TotalRevenueAmt013523
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION SUPPORTS THE MARBLEHEAD COMMUNITY CHARTER PUBLIC SCHOOL THROUGH CONTRIBUTIONS AND FUNDRAISING EFFORTS TO HELP SUPPLEMENT REVENUE OF THE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0043281190
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt012149
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARBLEHEAD COMMUNITY CHARTER PUBLIC SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt012149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER REVENUES. AMOUNT: 7,794.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONTRIBUTIONS TO CHARTER SCHOOL. AMOUNT: 12,146. DESCRIPTION: MISCELLANEOUS. AMOUNT: 241. TOTAL TO FORM 990-EZ, LINE 16: 12,387.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EVAN CASSIDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07816310777
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARBLEHEAD CHARTER EDUCATION FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MARB
ReturnHeader/Filer/EIN0475074358
ReturnHeader/Filer/PhoneNum07816310777
ReturnHeader/Filer/USAddress/AddressLine1Txt017 LIME ST
ReturnHeader/Filer/USAddress/CityNm0MARBLEHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001945
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042734675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL DENNIS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0990 WASHINGTON STREET STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002026
ReturnHeader/PreparerPersonGrp/PhoneNum06172629898
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COLLEEN D'ALFONSO
ReturnHeader/ReturnTs02025-05-06T16:18:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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