Civic Intelligence

Marblehead Charter Education Fund

990EZ • Fiscal year 2016 • EIN 47-5074358

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 10, 2017

Organization ProfileN/A
17 Lime StMarblehead, MA 01945

(781) 631-0777

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

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

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.

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

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$5,311

No earlier filing loaded for comparison.

Net Assets

$5,311

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin69th percentile

Revenue

$40,420

No earlier filing loaded for comparison.

Expenses

$35,109

No earlier filing loaded for comparison.

Net Income

$5,311

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$5,311
Liabilities$0
Net Assets$5,311
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$40,420
Expenses$35,109
Net Income$5,311
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 10, 2017
Return Version
2015v3.0
Gross Receipts
$59,245
Mission and Program Overview

Mission

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

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 A NEW MATH PROGRAM FOR ALL GRADES,NEW TECHNOLOGY EQUIPMENT FOR THE SCHOOL'S SPECIAL EDUCATION PROGRAM, AND PURCHASE NEW FURNITURE FOR THE 4TH, 5TH AND 7TH GRADES$33,747$1,362
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN BRODIEPresident-$0--
JOHN SULLIVANTreasurer-$0--
PETER JAFFEDirector-$0--
DEIDRE JAMESDirector-$0--
AMY SULLIVANDirector-$0--
IRA KELLERDirector-$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
Jan Brodie
Title
President
Phone
7816310777
Signed
2017-01-10

Preparer

Firm
Daniel Dennis & Company Llp
Address
990 WASHINGTON STREET STE 308A, DEDHAM, MA 02026
Preparer
Kristoffer Lane
Phone
6172629898
Supplemental Narrative

Additional Explanations

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

“Description: investment income. Amount: 20.”

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

“Description: contributions to school. Amount: 33,747.”

Raw XML Appendix172 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/BusinessNameLine1Txt0JAN BRODIE
IRS990EZ/BooksInCareOfDetail/PhoneNum07816310777
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017 LIME ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARBLEHEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001945
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05311
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015463
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05311
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05311
IRS990EZ/FundraisingGrossIncomeAmt043762
IRS990EZ/GrossReceiptsAmt059245
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05311
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05311
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAN BRODIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER JAFFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEIDRE JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5IRA KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt033747
IRS990EZ/OtherRevenueTotalAmt020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL ASSISTANCE VIA GRANTS AND DONATIONS TO THE MARBLEHEAD COMMUNITY CHARTER PUBLIC SCHOOL.
IRS990EZ/PrintingPublicationsPostageAmt01362
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE MARBLEHEAD COMMUNITY CHARTER PUBLIC SCHOOL BY RAISING FUNDS TO PURCHASE A NEW MATH PROGRAM FOR ALL GRADES,NEW TECHNOLOGY EQUIPMENT FOR THE SCHOOL'S SPECIAL EDUCATION PROGRAM, AND PURCHASE NEW FURNITURE FOR THE 4TH, 5TH AND 7TH GRADES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033747
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01362
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/RelatedOrgSect527OrgInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt018825
IRS990EZ/SpecialEventsNetIncomeLossAmt024937
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035109
IRS990EZ/TotalProgramServiceExpensesAmt01362
IRS990EZ/TotalRevenueAmt040420
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd01
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 AND PERFORM OPERATIONS.
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/SupportAmt033747
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARBLEHEAD COMMUNITY CHARTER PUBLIC SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt033747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONTRIBUTIONS TO SCHOOL. AMOUNT: 33,747.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN BRODIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07816310777
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-10
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/PreparerFirmGrp/PreparerFirmEIN0042734675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL DENNIS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0990 WASHINGTON STREET STE 308A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002026
ReturnHeader/PreparerPersonGrp/PhoneNum06172629898
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTOFFER LANE
ReturnHeader/ReturnTs02017-01-10T13:59:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,311
Liabilities
$0
Net assets
$5,311
Revenue
$40,420
Expenses
$35,109
Net income
$5,311
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