Civic Intelligence

Southeastern Regional School Foundation Inc.

990 • Fiscal year 2023 • EIN 82-0874353

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 25, 2024

Organization ProfileN/A
250 Foundry StreetSouth Easton, MA 02375

(508) 230-1222

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

20th percentile

-27%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$112,062

Up $22,147 (+25%) from 2022

Net Assets

Up

$112,062

Up $22,147 (+25%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Down

$32,149

Down $11,891 (-27%) from 2022

Expenses

Down

$10,002

Down $266,841 (-96%) from 2022

Net Income

Up

$22,147

Up $254,950 (+110%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$400K$300K$200K$100K$0Assets 2018: $46,308Liabilities 2018: $02018Assets 2019: $65,569Liabilities 2019: $02019Assets 2020: $64,881Liabilities 2020: $02020Assets 2021: $322,718Liabilities 2021: $0Net Assets 2021: $322,7182021Assets 2022: $89,915Liabilities 2022: $0Net Assets 2022: $89,9152022Assets 2023: $112,062Liabilities 2023: $0Net Assets 2023: $112,0622023

Highlighted filing

2023

Assets$112,062
Liabilities$0
Net Assets$112,062
Open 2023 Filing

Operations Trend

Revenue Growth20th percentile

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

$400K$200K$0-$200K-$400KRevenue 2018: $92,531Expenses 2018: $1,550Net Income 2018: $90,9812018Revenue 2019: $23,011Expenses 2019: $3,550Net Income 2019: $19,4612019Revenue 2020: $7,502Expenses 2020: $8,190Net Income 2020: -$6882020Revenue 2021: $256,658Expenses 2021: $3,876Net Income 2021: $252,7822021Revenue 2022: $44,040Expenses 2022: $276,843Net Income 2022: -$232,8032022Revenue 2023: $32,149Expenses 2023: $10,002Net Income 2023: $22,1472023

Highlighted filing

2023

Revenue$32,149
Expenses$10,002
Net Income$22,147
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 25, 2024
Return Version
2023v5.1
Gross Receipts
$42,447
Mission and Program Overview

Mission

Established to raise funds to provide support for the southeastern regional school district and its programs, projects, and activities, including student scholarships, tools and equipment for vocational studies, and field trips.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$86,465$106,106▲ $19,641
Cash and Non-Interest-Bearing Accounts$3,450$5,956▲ $2,506
Total Assets$89,915$112,062▲ $22,147
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$85,115$111,062▲ $25,947
Net Assets With Donor Restrictions$4,800$1,000▼ $3,800
Total Net Assets Fund Balance$89,915$112,062▲ $22,147
Total Liabilities and Net Assets / Fund Balance$89,915$112,062▲ $22,147
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Stephen UddenPresident (joined May 2023)
Joseph DutcherPresident (resigned May 2023)
Christina GuariniBoard Member
Darla LeightonBoard Member
David DeganBoard Member
Deborah CabralBoard Member
Doreen LopesBoard Member
Leslie WeckesserBoard Member
Luis LopesBoard Member
Patricia IllsleyBoard Member
Michael PietrowskiBoard Member (joined May 2023)
Nelia BragaBoard Member (joined May 2023)
Holly McclananSecretary
Mark MorrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,202
Program Service Revenue
$0
Investment Income
$3,795
Other Revenue
$-3,848
All Other Contributions
$4,638
Change in Net Assets
$22,147
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,480
Other Expenses$1,522
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$4,480--$4,480
Grants to Domestic Orgs$4,000--$4,000
Office Expenses-$1,522-$1,522
Total Functional Expenses$8,480$1,522$0$10,002
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,298
Fundraising Gross Income$6,450
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$34,014$6,450$595$5,855
Total Events$34,014$6,450$10,298$-3,848
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Doreen lopes and luis lopes are married.”

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

“The form 990 is presented to the board for review prior to finalizing the return.”

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

“The board has adopted a formal conflict of interest policy and periodically reviews compliance.”

Form 990, Part VI, Section C, Line 19

“The organization provides full and accurate information about its mission, activities, finances, and governance publicly available, including making form 990 and its conflict of interest policy open to public inspection.”

Filing and Contact Details

Filer

Filer Name
Southeastern Regional School Foundation
EIN
82-0874353
Address
250 FOUNDRY STREET, SOUTH EASTON, MA 02375

Signing Officer

Name
Mark Morris
Title
Treasurer
Signed
2024-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Morris
Formed
2017
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
15

Preparer

Firm
Marcum Llp
Address
555 LONG WHARF DRIVE, NEW HAVEN, CT 06511
Preparer
Mary Antonetti
Phone
2037819600
Raw XML Appendix390 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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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06450
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3848
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0705
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0705
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0595
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0595
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04840
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04840
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOREEN LOPES AND LUIS LOPES ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PRESENTED TO THE BOARD FOR REVIEW PRIOR TO FINALIZING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD HAS ADOPTED A FORMAL CONFLICT OF INTEREST POLICY AND PERIODICALLY REVIEWS COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES FULL AND ACCURATE INFORMATION ABOUT ITS MISSION, ACTIVITIES, FINANCES, AND GOVERNANCE PUBLICLY AVAILABLE, INCLUDING MAKING FORM 990 AND ITS CONFLICT OF INTEREST POLICY OPEN TO PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt089915
IRS990/TotalAssetsEOYAmt0112062
IRS990/TotalAssetsGrp/BOYAmt089915
IRS990/TotalAssetsGrp/EOYAmt0112062
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt032202
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01522
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08480
IRS990/TotalFunctionalExpensesGrp/TotalAmt010002
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt089915
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0112062
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08480
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-53
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt032149
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt089915
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0112062
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0250 FOUNDRY STREET
IRS990/USAddress/CityNm0SOUTH EASTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002375
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEASTERN REGIONAL SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0820874353
ReturnHeader/Filer/ForeignPhoneNum015082301222
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 FOUNDRY STREET
ReturnHeader/Filer/USAddress/CityNm0SOUTH EASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002375
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 LONG WHARF DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006511
ReturnHeader/PreparerPersonGrp/PhoneNum02037819600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY ANTONETTI
ReturnHeader/ReturnTs02024-10-28T13:04:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,062
Liabilities
$0
Net assets
$112,062
Revenue
$32,149
Expenses
$10,002
Net income
$22,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.32$0.10$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.44$2.77$2.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$2.57$0.04$2.53
2020Summary only. Only limited summary data is available for this year.$0.65$0.00$0.08$0.08$0.01
2019Summary only. Only limited summary data is available for this year.$0.66$0.00$0.23$0.04$0.19
2018Summary only. Only limited summary data is available for this year.$0.46$0.00$0.93$0.02$0.91