NEWBURYPORT EDUCATION FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
NEWBURYPORT EDUCATION FOUNDATION (EIN 04-3583906)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201943199349305239
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T08:01:26-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRITZ DEGUGLIELMO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18 ESSEX STREETAddressLine1Txt
CityNEWBURYPORTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01950ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043583906EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Newburyport Education Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWBBusinessNameControlTxt
Phone9784637893PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1002AddressLine1Txt
CityNewburyportCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01950ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid MarroncelliPersonNm
Person TitleTreasurerPersonTitleTxt
Phone9784637893PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaniel E Schaffner CPAPreparerPersonNm
PTINP00796903PTIN
Phone9784622161PhoneNum
Preparation2019-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.13.123.81IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm08:01:05IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9325813F8D33C623A5B4A5043004254F148EC2F7AtSubmissionCreationDeviceId
At Submission Filing Device Id9325813F8D33C623A5B4A5043004254F148EC2F7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMegan AshePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1002AddressLine1Txt
CityNewburyportCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01950ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$341,915GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.newburyportef.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSee Schedule OActivityOrMissionDesc
Voting Members Governing Body35VotingMembersGoverningBodyCnt
Voting Members Independent35VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$319,373PYContributionsGrantsAmt
CY Contributions Grants$82,105CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$13,228PYInvestmentIncomeAmt
CY Investment Income$27,560CYInvestmentIncomeAmt
PY Other Revenue$134,490PYOtherRevenueAmt
CY Other Revenue$152,554CYOtherRevenueAmt
PY Total Revenue$467,091PYTotalRevenueAmt
CY Total Revenue$262,219CYTotalRevenueAmt
PY Grants And Similar Paid$321,753PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$192,864CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$42,335PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$39,289CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,923CYTotalFundraisingExpenseAmt
PY Other Expenses$25,022PYOtherExpensesAmt
CY Other Expenses$20,626CYOtherExpensesAmt
PY Total Expenses$389,110PYTotalExpensesAmt
CY Total Expenses$252,779CYTotalExpensesAmt
PY Revenues Less Expenses$77,981PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,440CYRevenuesLessExpensesAmt
Total Assets BOY$913,902TotalAssetsBOYAmt
Total Assets EOY$873,357TotalAssetsEOYAmt
Total Liabilities BOY$2,141TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,753TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$911,761NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$864,604NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$94,960ExpenseAmt
Grant$94,960GrantAmt
Revenue$0RevenueAmt
DescIn 2018, we continued our STEM initiative by supporting additional equipment and supplies at the Breshanan, Nock and Molin Schools. The STEM initiative also was implemented in the High School via grants for equipment including 3D printers, robots and industrial sewing equipment. This program allows our students to enhance their education in science, technology, engineering and math.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$63,507ExpenseAmt
Grant$63,507GrantAmt
Revenue$0RevenueAmt
DescDuring 2018, we supported improvements in technology in several disciplines within the district. Some highlights include Chromebooks and Chromebook Carts for the Breshahan school and an auditorium projector at the Nock and Molin schools. Through these grants, we strive to provide the technology necessary for learning.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$30,023ExpenseAmt
Grant$30,023GrantAmt
Revenue$0RevenueAmt
DescIn 2018, business leaders and teachers came together to create some amazing learning experiences for our students funded by partnership grants, the technology club at the high school and the Gulf of Maine Institute.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$4,374ExpenseAmt
Grant$4,374GrantAmt
Revenue$0RevenueAmt
DescIn 2018, we made additional equipment donations in the Newburyport Public Schools to the music programs.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,374TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$4,374TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$192,864TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members35GoverningBodyVotingMembersCnt
Independent Voting Member35IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDavid MarroncelliPersonNm
Phone9784637893PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line170 Low StreetAddressLine1Txt
CityNewburyportCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01950ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Tom Abrams
Director1.00Yes (X)$0$0$0
Angela Bik
Director1.00Yes (X)$0$0$0
Jack Bradshaw
Director1.00Yes (X)$0$0$0
Molly Brennan
Director1.00Yes (X)$0$0$0
Quinn Campbell
Director1.00Yes (X)$0$0$0
Anne-Marie Clancy
Director1.00Yes (X)$0$0$0
Kenneth Cole
Director1.00Yes (X)$0$0$0
Alex Coir
Director1.00Yes (X)$0$0$0
Kristina Davis
Director1.00Yes (X)$0$0$0
Nick DeKanter
Director1.00Yes (X)$0$0$0
Kristine Enes
Director1.00Yes (X)$0$0$0
Mary Lou Gagnon
Director1.00Yes (X)$0$0$0
Kelly Garbarino
Director1.00Yes (X)$0$0$0
Colleen Guillou
Director1.00Yes (X)$0$0$0
BlakeLee Greene
Director1.00Yes (X)$0$0$0
Kenny Hodge
Director1.00Yes (X)$0$0$0
Sue-Ellen Lamb
Director1.00Yes (X)$0$0$0
Dick Lamothe
Director1.00Yes (X)$0$0$0
Lisa Langis
Director1.00Yes (X)$0$0$0
Wendy Gus
Director1.00Yes (X)$0$0$0
Anne-Marie McCarthy
Director1.00Yes (X)$0$0$0
Julie Murray
Director1.00Yes (X)$0$0$0
Jane Nickodemus
Director1.00Yes (X)$0$0$0
Jed Petty
Director1.00Yes (X)$0$0$0
Alex Parr
Director1.00Yes (X)$0$0$0
Julia Shactman
Director1.00Yes (X)$0$0$0
Christopher Skiba
Director1.00Yes (X)$0$0$0
Julie Spence
Director1.00Yes (X)$0$0$0
Kristin Spinney
Director1.00Yes (X)$0$0$0
Rosemary Turgeon
Director1.00Yes (X)$0$0$0
Susan Viccaro
Director1.00Yes (X)$0$0$0
Jessica Yuhasz
Director1.00Yes (X)$0$0$0
Carrie O'Donnell
Executive Director2.00$36,390$0$0Yes (X)
Meghan Ashe
President2.00Yes (X)$0$0$0Yes (X)
David Marroncelli
Treasurer2.00Yes (X)$0$0$0Yes (X)
Cindy Johnson
Clerk2.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$36,390TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$82,105AllOtherContributionsAmt
Total Contributions$82,105TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,638TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$15,638ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$50,263SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$38,341SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$11,922SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,922TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,922ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$170,293FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$5,900ContriRptFundraisingEventAmt
Fundraising Direct Expenses$31,257FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$139,036TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$139,036ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$23,616GamingGrossIncomeAmt
Gaming Direct Expenses$10,098GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,518TotalRevenueColumnAmt
Exclusion$13,518ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$262,219TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$180,114ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$166,683TotalAmt
Program Services$166,683ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$26,181TotalAmt
Program Services$26,181ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$36,390TotalAmt
Program Services$0ProgramServicesAmt
Management And General$23,653ManagementAndGeneralAmt
Fundraising$12,737FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,899TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,885ManagementAndGeneralAmt
Fundraising$1,014FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,191TotalAmt
Program Services$0ProgramServicesAmt
Management And General$5,191ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,079TotalAmt
Program Services$0ProgramServicesAmt
Management And General$702ManagementAndGeneralAmt
Fundraising$377FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$255TotalAmt
Program Services$0ProgramServicesAmt
Management And General$255ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Bank & credit card fees$5,858$0$5,858$0
Supplies$885$0$778$107
Printing & mailing$660$0$417$243
Advertising, marketing & events$2,902$0$0$2,902

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,796TotalAmt
Program Services$0ProgramServicesAmt
Management And General$3,253ManagementAndGeneralAmt
Fundraising$543FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$252,779TotalAmt
Program Services$192,864ProgramServicesAmt
Management And General$41,992ManagementAndGeneralAmt
Fundraising$17,923FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$22,715BOYAmt
EOY$25,768EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$311,506BOYAmt
EOY$336,559EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$39,629BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,498BOYAmt
EOY$7,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$538,554BOYAmt
EOY$504,030EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$913,902BOYAmt
EOY$873,357EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,141BOYAmt
EOY$8,753EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,141BOYAmt
EOY$8,753EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$889,306BOYAmt
EOY$845,590EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,455BOYAmt
EOY$19,014EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$911,761BOYAmt
EOY$864,604EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$913,902BOYAmt
EOY$873,357EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$9,440ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$56,597NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$327,484CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$178,151CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$213,937CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$319,373CurrentTaxYearMinus1YearAmt
Current Tax Year$82,105CurrentTaxYearAmt
Total$1,121,050TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171,144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$177,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$172,164CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$175,025CurrentTaxYearMinus1YearAmt
Current Tax Year$193,909CurrentTaxYearAmt
Total$889,441TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$498,628CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$355,350CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$386,101CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$494,398CurrentTaxYearMinus1YearAmt
Current Tax Year$276,014CurrentTaxYearAmt
Total$2,010,491TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year$15,855CurrentTaxYearAmt
Total$15,855TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year$15,855CurrentTaxYearAmt
Total$15,855TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,994,636PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,075CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,256CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,305CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,228CurrentTaxYearMinus1YearAmt
Current Tax Year$15,638CurrentTaxYearAmt
Total$54,502TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,075CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,256CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,305CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,228CurrentTaxYearMinus1YearAmt
Current Tax Year$15,638CurrentTaxYearAmt
Total$54,502TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$2,064,993TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96590PublicSupportCY509Pct
Public Support PY5090.97950PublicSupportPY509Pct
Investment Income CY0.02640InvestmentIncomeCYPct
Investment Income PY0.02000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt X, Line 2FormAndLineReferenceDesc
ExplanationThe Foundation has adopted the application of the provisions of FASB ASC 740-10 (formerly FASB Interpretation No. 48, "Accounting For Uncertainty in Income Taxes"). The primary tax positions made by the Foundation are the existence/non-existence of Unrelated Business Income Tax and the Foundation's status as an exempt organization under Section 501(c)(3) of the Internal Revenue Code. The Foundation currently evaluates all tax positions, and makes determinations regarding the likelihood of those positions being upheld under review. For the years presented, and as a result of adoption, the Foundation has not recognized any tax benefits or loss contingencies for uncertain tax positions based on its evaluations. The Foundation's Forms 990, Return of Organization Exempt from Income Tax, for the years ended December 31, 2018, 2017, 2016 and 2015 are subject to examination by the IRS, generally for three years after they were filed.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AuctionEvent1Nm
Gross Receipts Event1$119,021GrossReceiptsEvent1Amt
Charitable Contri Event1$5,000CharitableContriEvent1Amt
Gross Revenue Event1$114,021GrossRevenueEvent1Amt
Rent Facility Costs Event1$2,455RentFacilityCostsEvent1Amt
Food And Beverage Event1$1,921FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$5,781OtherDirectExpensesEvent1Amt
Event2Golf TournamentEvent2Nm
Gross Receipts Event2$49,029GrossReceiptsEvent2Amt
Charitable Contri Event2$900CharitableContriEvent2Amt
Gross Revenue Event2$48,129GrossRevenueEvent2Amt
Rent Facility Costs Event2$20,485RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$615OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$8,143GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$8,143GrossRevenueOtherEventsAmt
Gross Receipts Total$176,193GrossReceiptsTotalAmt
Charitable Contributions Tot$5,900CharitableContributionsTotAmt
Gross Revenue Total Events$170,293GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$22,940RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,921FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$6,396OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$31,257DirectExpenseSummaryEventsAmt
Net Income Summary$139,036NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Volunteer Labor BingofalseVolunteerLaborBingoInd
Volunteer Labor Pull TabsfalseVolunteerLaborPullTabsInd
Gross Revenue Other Gaming$23,616GrossRevenueOtherGamingAmt
Rent Fclty Costs Other Gaming$6,300RentFcltyCostsOtherGamingAmt
Oth Direct Expnss Other Gaming$3,298OthDirectExpnssOtherGamingAmt
Gross Revenue Total Gaming$23,616GrossRevenueTotalGamingAmt
Rent Fclty Costs Total Gaming$6,300RentFcltyCostsTotalGamingAmt
Oth Direct Expnss Total Gaming$3,298OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$9,598DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$14,018NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedMAStatesWhereGamingConductedCd
LicensedfalseLicensedInd
Explanation If NoThe Newburyport Education Foundation is a 501(C)(3) organization.ExplanationIfNoTxt
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersfalseGamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Individual With BooksKristine EnesIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1002AddressLine1Txt
CityNewburyportCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01950ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmt
Newburyport Public School
70 Low StreetNewburyportMA01950046001403$94,960CostSee belowSee below
Newburyport Public School
70 Low StreetNewburyportMA01950046001403$63,507CostSee belowSee below
Newburyport Public School
70 Low StreetNewburyportMA01950046001403$6,716CostSee belowSee below$1,500
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSee belowGrantTypeTxt
Recipient13RecipientCnt
Cash Grant$28,523CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
OtherPart II, column (g): Noncash assistance includes equipment and supplies donations at each of the schools in the district.
OtherPart II, column (h): Noncash assistance went toward technology upgrades in each of the schools.
OtherPart III, column (a): Classroom assistance in the Newburyport Public Schools upon teacher's request for grant.
Pt I Line 2Allocations Committee reviews grant criteria and ensures funds are spent as intended

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
OtherOrganization's mission or most significant activities: The Newburyport Education Foundation, Inc. (the Foundation) was established in 2001 by a group of parents, teachers, business leaders and concerned citizens whose goal was to bring philanthropy into the Newburyport Public Schools and to enhance educational opportunities for the city's public-school children. The goal of the Foundation is to supplement funding for programs which are already supported by public financing at a basic level, but which can be substantially improved by additional private sector funding, and to finance programs that might not receive funding from traditional sources such as the district budget or state aid.
OtherOrganization's mission: The mission of the Newburyport Education Foundation, Inc. (the Foundation) is to generate financial resources and community involment to enhance education in the Newburyport Public Schools. The Foundation was formed to enhance educational opportunities for the city's public school children; the goal to supplement funding for programs which are already supported by public financing at a basic level, but which can be substantially improved by additional private sector funding, and to finance programs that might not receive funding from traditional sources such as the district budget or state aid.
Pt VI, Line 11bA copy of the Form 990 is provided to the governing board for review prior to its filing.
Pt VI, Line 12cIf an issue is to be decided by the board that involves potential conflict of interest for a board member, it is responsibility of the board member to: identify the potential conflict of interest; not participate in discussion of the program or motion being considered; and not vote on the issue.
Pt VI, Line 19The Foundation makes its annual reports and financial statements available to the public on its website. In addition, all governing documents, policies and financial statements are available upon request.
Form 990, Part III, Line 4dIn 2018, we made additional equipment donations 4374. 4374. 0.
Form 990, Part IX, Line 24eInvestment fees 706. 0. 706. 0.
Form 990, Part IX, Line 24eTelephone 310. 0. 310. 0.
Form 990, Part IX, Line 24eMiscellaneous 1004. 0. 461. 543.
Form 990, Part IX, Line 24eWebsite & database fees 1776. 0. 1776. 0.

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