Civic Intelligence

Marblehead Charter Education Fund

990EZ • Fiscal year 2018 • EIN 47-5074358

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

6th percentile

-67%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$1,948

Down $3,877 (-67%) from 2017

Net Assets

Down

$1,948

Down $3,877 (-67%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin13th percentile

Revenue

Down

$14,353

Down $44,289 (-76%) from 2017

Expenses

Down

$18,230

Down $39,898 (-69%) from 2017

Net Income

Down

-$3,877

Down $4,391 (-854%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2018

Assets$1,948
Liabilities$0
Net Assets$1,948
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

2018

Revenue$14,353
Expenses$18,230
Net Income-$3,877
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$14,353
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.$17,000$1,155
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN TRICEPresident-$0--
JOHN SULLIVANTreasurer-$0--
STEPHEN MACCALLUMDirector-$0--
AMY SULLIVANDirector-$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
John Sullivan
Title
Treasurer
Phone
7816310777
Signed
2018-11-12

Preparer

Firm
Daniel Dennis & Company Llp
Address
990 WASHINGTON STREET STE 308A, DEDHAM, MA 02026
Preparer
COLLEEN D'ALFONSO
Phone
6172629898
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 8.”

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

“Description: contributions to charter school. Amount: 17,000. Description: miscellaneous. Amount: 878. Total to form 990-ez, line 16: 17,878.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: account receivable. Beg. Of year amount: 0. End of year amount: 720.”

Raw XML Appendix168 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/BusinessNameLine1Txt0JOHN SULLIVAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07816310777
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017 LIME ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARBLEHEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001945
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05825
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01228
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014345
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3877
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05825
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01948
IRS990EZ/GrossReceiptsAmt014353
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05825
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01948
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05825
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01948
IRS990EZ/OccupancyRentUtltsAndMaintAmt0352
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0MARTIN TRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN MACCALLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0720
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017878
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/GrantsAndAllocationsAmt017000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01155
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/RelatedOrgSect527OrgInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018230
IRS990EZ/TotalProgramServiceExpensesAmt01155
IRS990EZ/TotalRevenueAmt014353
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/SupportAmt017000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARBLEHEAD COMMUNITY CHARTER PUBLIC SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt017000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONTRIBUTIONS TO CHARTER SCHOOL. AMOUNT: 17,000. DESCRIPTION: MISCELLANEOUS. AMOUNT: 878. TOTAL TO FORM 990-EZ, LINE 16: 17,878.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNT RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 720.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07816310777
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0FE172717639EBA20691543921D10F06B6743D90D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE172717639EBA20691543921D10F06B6743D90D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.247.61.254
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:30:39
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/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COLLEEN D'ALFONSO
ReturnHeader/ReturnTs02018-11-12T15:17:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,948
Liabilities
$0
Net assets
$1,948
Revenue
$14,353
Expenses
$18,230
Net income
-$3,877
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