PLUMFIELD ACADEMY INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PLUMFIELD ACADEMY INC (EIN 04-3329140)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-11
IRS object ID
201413159349301976
Schema version
2013v3.1
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)
Return2014-11-11T14:09:38-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205683712PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LARK BOLDUC CPA LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1104 HIGH ST STE 2AddressLine1
CityDANVERSCity
StateMAState
ZIP Code01923ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043329140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLUMFIELD ACADEMY INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPLUMBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 DAYTON STREETAddressLine1
CityDANVERSCity
StateMAState
ZIP Code01923ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN PENSIONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2014-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARK BOLDUCPreparerPersonNm
PTINP00666202PTIN
Phone9787742198PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN PENSIONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 DAYTON STREETAddressLine1
CityDANVERSCity
StateMAState
ZIP Code01923ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$207,089GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PLUMFIELDACADEMY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionOUR MISSION IS TO SERVE FAMILIES WHO DESIRE TO GIVE THEIR CHILDRED (1ST TO 8TH GRADE) AN INSPIRING AND CONFIDENCE BUILDING EDUCATIONAL EXPERIENCE BASED ON THE PRINCIPLES OF THE ENGLISH EDUCATOR CHARLOTTE MASON AND ROOTED IN THE JUDEO-CHRISTIAN WORLD VIEW.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$154,343PYProgramServiceRevenueAmt
CY Program Service Revenue$195,448CYProgramServiceRevenueAmt
PY Investment Income$11PYInvestmentIncomeAmt
CY Investment Income$13CYInvestmentIncomeAmt
PY Other Revenue$8,181PYOtherRevenueAmt
CY Other Revenue$11,628CYOtherRevenueAmt
PY Total Revenue$162,535PYTotalRevenueAmt
CY Total Revenue$207,089CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$117,409PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$148,673CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$51,560PYOtherExpensesAmt
CY Other Expenses$60,186CYOtherExpensesAmt
PY Total Expenses$168,969PYTotalExpensesAmt
CY Total Expenses$208,859CYTotalExpensesAmt
PY Revenues Less Expenses-$6,434PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,770CYRevenuesLessExpensesAmt
Total Assets BOY$6,308TotalAssetsBOYAmt
Total Assets EOY$4,538TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,308NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,538NetAssetsOrFundBalancesEOYAmt
MissionOUR MISSION IS TO SERVE FAMILIES WHO DESIRE TO GIVE THEIR CHILDRED (1ST TO 8TH GRADE) AN INSPIRING AND CONFIDENCE BUILDING EDUCATIONAL EXPERIENCE BASED ON THE PRINCIPLES OF THE ENGLISH EDUCATOR CHARLOTTE MASON AND ROOTED IN THE JUDEO-CHRISTIAN WORLD VIEW.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$208,859ExpenseAmt
Revenue$207,076RevenueAmt
DescOUR MISSION IS TO SERVE FAMILIES WHO DESIRE TO GIVE THEIR CHILDRED (1ST TO 8TH GRADE) AN INSPIRING AND CONFIDENCE BUILDING EDUCATIONAL EXPERIENCE BASED ON THE PRINCIPLES OF THE ENGLISH EDUCATOR CHARLOTTE MASON AND ROOTED IN THE JUDEO-CHRISTIAN WORLD VIEW.Desc
Total Program Service Expenses$208,859TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
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 FootnotefalseIncludeFIN48FootnoteInd
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 ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
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 MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee13EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
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
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
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 PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
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)
PersonJOHN PENSIONPersonNm
Phone9783040273PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 DAYTON STREETAddressLine1
CityDANVERSCity
StateMAState
ZIP Code01923ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndKey EmployeeKeyEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
NINA PENSION
TRUSTEE40.000.00Yes (X)Yes (X)$38,319$0$0
STEPHEN DALTON
TRUSTEE1.000.00Yes (X)$0$0$0
JOSEPH MASTERSON
TRUSTEE1.000.00Yes (X)$0$0$0
JOANNE ODONNELL
TRUSTEE1.000.00Yes (X)$0$0$0
RUTH PENSION
TRUSTEE1.000.00Yes (X)$0$0$0
JOHN PENSION
PRESIDENT40.000.00Yes (X)$30,000$0$0Yes (X)
LAURENCE FARRELL
CLERK2.000.00$0$0$0Yes (X)
ELLEN KENNEDY
TREASURER2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$68,319TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION900099$190,007$190,007
APPLICATION FEES900099$297$297
FUND RAISER900099$3,017$3,017
STUDY WORKSHOPS900099$2,127$2,127
FieldValueIRS element (for citing)
Total Program Service Revenue$195,448TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13TotalRevenueColumnAmt
Related Or Exempt Func Income$13RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescUNRESTRICTED GIFTSDesc
Business900099BusinessCd
Total Revenue Column$11,628TotalRevenueColumnAmt
Related Or Exempt Func Income$11,628RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,628OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$207,089TotalRevenueColumnAmt
Related Or Exempt Func Income$207,089RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$68,319TotalAmt
Program Services$68,319ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$67,320TotalAmt
Program Services$67,320ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,034TotalAmt
Program Services$13,034ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$900TotalAmt
Program Services$900ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,331TotalAmt
Program Services$9,331ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,540TotalAmt
Program Services$4,540ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$36,000TotalAmt
Program Services$36,000ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,231TotalAmt
Program Services$7,231ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
POSTAGE$375$375
BANK SERVICE CHARGES$6$6
TRANSPORTATION$4$4

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,799TotalAmt
Program Services$1,799ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$208,859TotalAmt
Program Services$208,859ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,308BOYAmt
EOY$4,538EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,308BOYAmt
EOY$4,538EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,308BOYAmt
EOY$4,538EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,308BOYAmt
EOY$4,538EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,308BOYAmt
EOY$4,538EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,770ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,646CurrentTaxYearMinus3YearsAmt
Total$1,646TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,646CurrentTaxYearMinus3YearsAmt
Total$1,646TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,646PublicSupportTotal170Amt
Total Support$1,646TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJOHN PENSIONPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionPRESIDENTRelationshipDescriptionTxt
Transaction$36,000TransactionAmt
TransactionRENT OF FACILITYTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Officer directors etc family relationship Part VI line 2JOHN PENSION, PRESIDENT IS MARRIED TO INSTRUCTOR NINA PENSION
Form 990 governing body review Part VI line 11BOARD OF DIRECTORS REVIEW AND APPROVE FORM 990 BEFORE FILING.
CEO executive director top management comp Part VI line 15aMEETING OF THE BOARD OF DIRECTORS
Other officer or key employee compensation Part VI line 15bMEETING OF BOARD OF DIRECTORS MEETING OF BOARD OF DIRECTORS
Governing documents etc available to public Part VI line 19MEETING OF BOARD OF DIRECTORS

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