Civic Intelligence

Somerville Educational Foundation Inc.

990EZ • Fiscal year 2014 • EIN 81-0560547

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 09, 2014

PO Box 8721Somerville, NJ 08876

(908) 231-0813

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.00x

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Net Margin

66th percentile

19%

Higher net margin than 66% of similar nonprofits.

2014 filings • NTEE B12 • <$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Asset Growth

61st percentile

10%

Faster asset growth than 61% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$24,714

Up $2,339 (+10%) from 2013

Net Assets

$24,714

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$12,277

Down $2,553 (-17%) from 2013

Expenses

Down

$9,938

Down $15,586 (-61%) from 2013

Net Income

Up

$2,339

Up $13,033 (+122%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $69,181Liabilities 2011: $02011Assets 2012: $33,069Liabilities 2012: $02012Assets 2013: $22,375Liabilities 2013: $02013Assets 2014: $24,714Liabilities 2014: $0Net Assets 2014: $24,7142014Assets 2015: $37,598Liabilities 2015: $02015

Highlighted filing

2014

Assets$24,714
Liabilities$0
Net Assets$24,714

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $68,345Expenses 2011: $239,097Net Income 2011: -$170,7522011Revenue 2012: $60,432Expenses 2012: $96,544Net Income 2012: -$36,1122012Revenue 2013: $14,830Expenses 2013: $25,524Net Income 2013: -$10,6942013Revenue 2014: $12,277Expenses 2014: $9,938Net Income 2014: $2,3392014Revenue 2015: $14,816Expenses 2015: $1,932Net Income 2015: $12,8842015

Highlighted filing

2014

Revenue$12,277
Expenses$9,938
Net Income$2,339
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 9, 2014
Return Version
2013v3.1
Gross Receipts
$25,962
Mission and Program Overview

Mission

Grants and funding of special programs for creative and innovative teaching & learning that enhance educational opportunities within the somerville public schools.renovations and improvements to athletic fields

Program Services

DescriptionGrantsExpenses
GRANTS AND FUNDING OF SPECIAL PROGRAMS FOR CREATIVE AND INNOVATIVE TEACHING,LEARNING AND ATHLETIC PROGRAMS THAT ENHANCE THE EDUCATIONAL OPPORTUNITIES WITHIN THE SOMERVILLE PUBLIC SCHOOLS. IMPROVEMENTS AND RENOVATIONS OF ATHLETTIC FIELDS.$569$8,860
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL HERZOGSecretary-$0--
LISA YATESCo-Chairman-$0--
VICKI HARMERTrustee-$0--
LISA GALLAGHERCo-Chairman-$0--
ERIN SWEITZERTreasurer-$0--
JENNIFER ADAMECTrustee-$0--
LAURALEE BROWNTrustee-$0--
JENNIFER DE PACEFaculty Rep-$0--
BARBARA GARDNERFaculty Rep-$0--
LAURA MANZIANOFaculty Rep-$0--
MELISSA SADINTrustee-$0--
ELIZABETH SZUMIGALATrustee-$0--
GAYLA ZIESERTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$18,535$18,535$11,227$7,308
Total Events$18,535$18,535$11,227$7,308
Filing and Contact Details

Filer

EIN
81-0560547
Phone
9082310813

Signing Officer

Name
Erin Sweitzer
Title
Treasurer
Signed
2014-09-09
Discuss with paid preparer
Yes

Preparer

Preparer
Peter S Johnson
Phone
9087226400
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: SOMERVILLE BOARD OF EDUCATION | Cash Amount Given: $8010

Other Expenses.1002

Office Expenses $405

Other Expenses.1012

Insurance $307

Other Expenses.1

LICENSES & FEES $209

Other Expenses.2

NEW TEACHER LUNCH $157

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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/ExplanationTxt0| Donee's Name: SOMERVILLE BOARD OF EDUCATION | Cash Amount Given: $8010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSES & FEES $209
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN SWEITZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE SOMERVILLE EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOME
ReturnHeader/Filer/EIN0810560547
ReturnHeader/Filer/PhoneNum09082310813
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 8721
ReturnHeader/Filer/USAddress/City0Somerville
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008876
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Gillen & Johnson PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10182 W High St- PO Box 477
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Somerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode008876
ReturnHeader/PreparerPersonGrp/PhoneNum09087226400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter S Johnson
ReturnHeader/ReturnTs02014-11-12T08:37:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings