Civic Intelligence

The Pegasus Springs Foundation Inc.

990PF • Fiscal year 2023 • EIN 82-6117572

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
30 Partridge RdReading, MA 01867

(978) 664-9222

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

53rd percentile

4.9%

Higher net margin than 53% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

30th percentile

-2.5%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-5.7%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,614,799

Down $40,945 (-2.5%) from 2022

Net Assets

Down

$1,614,799

Down $40,945 (-2.5%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin53rd percentile

Revenue

Down

$255,051

Down $15,274 (-5.7%) from 2022

Expenses

Down

$242,675

Down $160,272 (-40%) from 2022

Net Income

Up

$12,376

Up $144,998 (+109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $585,550Liabilities 2017: $0Net Assets 2017: $585,5502017Assets 2018: $1,601,580Liabilities 2018: $0Net Assets 2018: $1,601,5802018Assets 2019: $1,637,022Liabilities 2019: $1Net Assets 2019: $1,637,0222019Assets 2020: $1,649,950Liabilities 2020: $1Net Assets 2020: $1,649,9502020Assets 2021: $1,763,393Liabilities 2021: $1Net Assets 2021: $1,763,3932021Assets 2022: $1,655,744Liabilities 2022: $1Net Assets 2022: $1,655,7442022Assets 2023: $1,614,799Liabilities 2023: $0Net Assets 2023: $1,614,7992023Assets 2024: $1,636,051Liabilities 2024: $0Net Assets 2024: $1,636,0512024

Highlighted filing

2023

Assets$1,614,799
Liabilities$0
Net Assets$1,614,799
Open 2023 Filing

Operations Trend

Revenue Growth31st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $616,478Expenses 2017: $30,759Net Income 2017: $585,7192017Revenue 2018: $1,068,254Expenses 2018: $58,539Net Income 2018: $1,009,7152018Revenue 2019: $488,780Expenses 2019: $453,338Net Income 2019: $35,4422019Revenue 2020: $326,626Expenses 2020: $313,698Net Income 2020: $12,9282020Revenue 2021: $308,909Expenses 2021: $189,557Net Income 2021: $119,3522021Revenue 2022: $270,325Expenses 2022: $402,947Net Income 2022: -$132,6222022Revenue 2023: $255,051Expenses 2023: $242,675Net Income 2023: $12,3762023Revenue 2024: $179,525Expenses 2024: $261,684Net Income 2024: -$82,1592024

Highlighted filing

2023

Revenue$255,051
Expenses$242,675
Net Income$12,376
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lorraine MartinPresidentPT$0--
Craig MartinDirectorPT$0--
Lorraine MartinTreasurerPT$0--
Craig MartinClerkPT$0--
Lorraine MartinDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Pegasus Springs Foundation
EIN
82-6117572
Phone
9786649222
Address
30 PARTRIDGE RD, READING, MA 01867

Signing Officer

Name
Lorraine Martin
Title
President
Phone
9786649222
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
James Kelleher CPA LLC
Address
200 PARK ST, NORTH READING, MA 01864
Preparer
James F Kelleher Iii CPA
Phone
9782763111
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lorraine Martin
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NATIOANL TEACHERS HALL OF FAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4METCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SALEM STATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6WALSH AND ASSOCIATES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6CHILD EDUCATION CENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 365215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt130 PARTRIDGE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt262 OAKLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31701 MORSE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt411 ROXBURY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5352 LAFAYETTE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63221 E 24TH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3EMPORIA
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt076497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0214738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0359540
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01095778
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0302622
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt076497
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0214738
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0359540
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0142381
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LORRAINE MARTIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt020 PARTRIDGE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ALEXANDRIA
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022314
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0201859
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0201859
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0LOCKHEED MARTIN STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-10-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt027500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt125821
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OUTSTANDING CHECKS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAIN DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt011170
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012729
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0COMMONWEALTH FINANCIAL NETWORK INVESTMENT
TaxesSchedule/TaxesDetail/Amt01746
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0576
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,614,799
Liabilities
$0
Net assets
$1,614,799
Revenue
$255,051
Expenses
$242,675
Net income
$12,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.18$0.26$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.26$0.24$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.27$0.40$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.31$0.19$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.33$0.31$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.49$0.45$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$1.07$0.06$1.01
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.62$0.03$0.59