Civic Intelligence

Mary and Robert Pew Public Education Fund Inc

EIN 58-6365702 • 501(c)3 • Jupiter, FL

Profile

To improve public education for economically disadvantaged children in Palm Beach & Martin Counties and to positively impact children's lives by providing access to high quality instruction and educational enhancements.To improve public education for economically disadvantaged children in Palm Beach and Martin Counties by developing, testing and implementing new strategies for learning in classrooms, schools and neighborhoods and to support educational enrichment programs unavailable as part of the regular curriculum.

1025 West Indiantown Road 102Jupiter, FL 33458

www.pewfund.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

99th percentile

$179,593

Higher top officer pay than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $8,030,108 (-100%) from 2022

Liabilities

Down

$0

Down $1,575,088 (-100%) from 2022

Net Assets

Down

$0

Down $6,455,020 (-100%) from 2022

Revenue

Down

$0

Down $440,598 (-100%) from 2022

Expenses

Down

$0

Down $2,648,290 (-100%) from 2022

Net Income

Up

$0

Up $2,207,692 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $11,690,515Liabilities 2010: $913,355Net Assets 2010: $10,777,1602010Assets 2011: $12,629,012Liabilities 2011: $1,265,870Net Assets 2011: $11,363,1422011Assets 2012: $10,957,581Liabilities 2012: $408,727Net Assets 2012: $10,548,8542012Assets 2013: $11,657,989Liabilities 2013: $704,386Net Assets 2013: $10,953,6032013Assets 2014: $12,869,415Liabilities 2014: $905,982Net Assets 2014: $11,963,4332014Assets 2015: $12,275,839Liabilities 2015: $782,704Net Assets 2015: $11,493,1352015Assets 2016: $10,470,475Liabilities 2016: $820,545Net Assets 2016: $9,649,9302016Assets 2017: $10,188,461Liabilities 2017: $757,010Net Assets 2017: $9,431,4512017Assets 2018: $10,561,873Liabilities 2018: $837,919Net Assets 2018: $9,723,9542018Assets 2019: $9,431,477Liabilities 2019: $904,194Net Assets 2019: $8,527,2832019Assets 2020: $8,503,097Liabilities 2020: $357,098Net Assets 2020: $8,145,9992020Assets 2021: $10,240,336Liabilities 2021: $563,845Net Assets 2021: $9,676,4912021Assets 2022: $8,030,108Liabilities 2022: $1,575,088Net Assets 2022: $6,455,0202022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $1,524,5582010Expenses 2011: $2,376,7492011Expenses 2012: $1,689,5862012Expenses 2013: $1,647,2112013Revenue 2014: $1,421,484Expenses 2014: $1,862,356Net Income 2014: -$440,8722014Revenue 2015: $1,865,749Expenses 2015: $1,498,952Net Income 2015: $366,7972015Revenue 2016: -$14,947Expenses 2016: $1,515,180Net Income 2016: -$1,530,1272016Revenue 2017: $1,061,409Expenses 2017: $1,358,588Net Income 2017: -$297,1792017Revenue 2018: $3,036,264Expenses 2018: $1,371,607Net Income 2018: $1,664,6572018Revenue 2019: $452,767Expenses 2019: $1,927,436Net Income 2019: -$1,474,6692019Revenue 2020: $432,157Expenses 2020: $960,549Net Income 2020: -$528,3922020Revenue 2021: $792,479Expenses 2021: $1,123,499Net Income 2021: -$331,0202021Revenue 2022: $440,598Expenses 2022: $2,648,290Net Income 2022: -$2,207,6922022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2023

Revenue$0
Expenses$0
Net Income$0

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$1.58$6.46$0.44$2.65$2.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.56$9.68$0.79$1.12$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.50$0.36$8.15$0.43$0.96$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.43$0.90$8.53$0.45$1.93$1.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.84$9.72$3.04$1.37$1.66
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.76$9.43$1.06$1.36$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.82$9.65$0.01$1.52$1.53
2015Detailed filing. Detailed filing data is available for this year.$12.3$0.78$11.5$1.87$1.50$0.37
2014Detailed filing. Detailed filing data is available for this year.$12.9$0.91$12.0$1.42$1.86$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.70$11.0$1.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.41$10.5$1.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$1.27$11.4$2.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.91$10.8$1.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

To positively impact children's lives by providing access to high-quality instruction and educational enhancements.To improve public education for economically disadvantaged children in Palm Beach and Martin Counties by developing, testing and implementing new strategies for learning in classrooms, schools and neighborhoods and to support educational enrichment programs unavailable as part of the regular curriculum.

To improve public education for economically disadvantaged children in palm beach and martin counties by developing, testing, and implementing new strategies for learning in classrooms, schools and neighborhoods and to support educational enrichment programs unavailable as part of thr regular curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,024,381$0▼ $8,024,381
Cash and Non-Interest-Bearing Accounts$4,527$0▼ $4,527
Prepaid Expenses and Deferred Charges$200$0▼ $200
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,030,108$0▼ $8,030,108
Other Assets Total$1,000$0▼ $1,000
Liabilities
Grants Payable$1,573,837--
Accounts Payable and Accrued Expenses$1,251--
Total Liabilities$1,575,088$0▼ $1,575,088
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,455,020$0▼ $6,455,020
Total Net Assets Fund Balance$6,455,020$0▼ $6,455,020
Total Liabilities and Net Assets / Fund Balance$8,030,108$0▼ $8,030,108
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kate P WoltersPresident/treasurer
John PewVice President
Danita DehaneyDirector
Lore Moran DodgeDirector
Royall Victor IiiDirector
Steven ErjavecDirector
Louise P GrantExecutive Director
Stephanie PewSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

John e. Pew, president and treasurer, stephanie pew, secretary, and kate pew wolters, vice president are the children of the late robert c. Pew, former president.

Form 990, Part VI, Section B, Line 11B

Upon the completion of the form 990, the document is sent to the treasurer, executive director, and "the community foundation of palm and martin counties, inc." chief financial officer for review.

Form 990, Part VI, Section B, Line 12C

An annaul conflict of interest disclosure statement is completed and signed by all the trustees and returned to the executive director who then reviews each statement for protential conflicts of interest.

Form 990, Part VI, Section B, Line 15A

Executive director's annual cost of living increase is recommended by the president/treasurer and approved by the board through the budget approval process.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
Mary and Robert Pew Public Education
EIN
58-6365702
Phone
5614080633
Address
1025 WEST INDIANTOWN ROAD 102, JUPITER, FL 33458

Signing Officer

Name
Stacey Bell
Title
CFO
Phone
5614080633
Signed
2023-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacey Bell
Formed
1998
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
KEEFE MCCULLOUGH & CO LLP CPA'S
Address
6550 N FEDERAL HIGHWAY SUITE 410, FT LAUDERDALE, FL 33308
Preparer
Israel J Gomez
Phone
9547710896
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

The organization dissolved as a supporting organization to the community foundation for palm beach and martin counties, inc. And was transitioned into a donor advised fund within the community foundation.

FORM 990, PART XI, LINE 9:

Transfer of assets to community foundation of palm beach and martin counties, inc. -6,455,020.

FORM 990, PART XII, LINE 2B:

The audit report is reviewed at the annual audit report review meeting as presented by the independent auditor.

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The internal revenue service has determined that the fund is an organization exempt from federal income tax under section 509(a)(3) of the internal revenue code. However, income from certain activities not directly related to the fund's tax exempt purpose is subject to taxation as unrelated business income. There was no unrelated business income allocable to the fund, accordingly, there is no provision for income taxes made in the accompanying financial statements.

Raw XML AppendixShowing 400 of 434 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.

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FUND IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FUND'S TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME ALLOCABLE TO THE FUND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0METHODS USED BY THE ORGANIZATION TO ESTABLISH EXECUTIVE DIRECTOR COMPENSATION: 1. FORM 990 OF OTHER ORGANIZTIONS 2. COMPENSATION SURVEY STUDY 3. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
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IRS990ScheduleN/EmployeeOfSuccessorInd00
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-12-31
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt06455020
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FAIR MARKET VALUE OF LONG TERM POOL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0700 SOUTH DIXIE HIGHWAY STE 200
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0WEST PALM BEACH
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IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DISSOLVED AS A SUPPORTING ORGANIZATION TO THE COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES, INC. AND WAS TRANSITIONED INTO A DONOR ADVISED FUND WITHIN THE COMMUNITY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOHN E. PEW, PRESIDENT AND TREASURER, STEPHANIE PEW, SECRETARY, AND KATE PEW WOLTERS, VICE PRESIDENT ARE THE CHILDREN OF THE LATE ROBERT C. PEW, FORMER PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON THE COMPLETION OF THE FORM 990, THE DOCUMENT IS SENT TO THE TREASURER, EXECUTIVE DIRECTOR, AND "THE COMMUNITY FOUNDATION OF PALM AND MARTIN COUNTIES, INC." CHIEF FINANCIAL OFFICER FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN ANNAUL CONFLICT OF INTEREST DISCLOSURE STATEMENT IS COMPLETED AND SIGNED BY ALL THE TRUSTEES AND RETURNED TO THE EXECUTIVE DIRECTOR WHO THEN REVIEWS EACH STATEMENT FOR PROTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE DIRECTOR'S ANNUAL COST OF LIVING INCREASE IS RECOMMENDED BY THE PRESIDENT/TREASURER AND APPROVED BY THE BOARD THROUGH THE BUDGET APPROVAL PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRANSFER OF ASSETS TO COMMUNITY FOUNDATION OF PALM BEACH AND MARTIN COUNTIES, INC. -6,455,020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE AUDIT REPORT IS REVIEWED AT THE ANNUAL AUDIT REPORT REVIEW MEETING AS PRESENTED BY THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES INC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO BUILD HEALTHY COMMUNITIES THROUGH THE POWER OF CHARITABLE GIVING.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0700 SOUTH DIXIE HIGHWAY STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEST PALM BECAH
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES INC
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