PLUMFIELD ACADEMY INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
PLUMFIELD ACADEMY INC (EIN 04-3329140)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-02-25
IRS object ID
201330569349300533
Schema version
2011v1.2
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)
Timestamp2013-02-25T19:01:37-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1104 HIGH ST STE 2AddressLine1
CityDANVERSCity
StateMAState
ZIP Code01923ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043329140EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameJOHN PENSIONName
TitlePRESIDENTTitle
Date Signed2013-02-10DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLARK BOLDUCName
Phone9787742198Phone
Date Prepared2013-02-25DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN PENSIONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1123 DAYTON STREETAddressLine1
CityDANVERSCity
StateMAState
ZIP Code01923ZIPCode
FieldValueIRS element (for citing)
Gross Receipts151042GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.PLUMFIELDACADEMY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2003YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionOUR 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 VIEWActivityOrMissionDescription
Nbr Voting Members Governing Body3NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees4TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1646ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year135659ProgramServiceRevenuePriorYear
Program Service Revenue CY141603ProgramServiceRevenueCY
Investment Income Prior Year7InvestmentIncomePriorYear
Investment Income Current Year4InvestmentIncomeCurrentYear
Other Revenue Current Year9435OtherRevenueCurrentYear
Total Revenue Prior Year137312TotalRevenuePriorYear
Total Revenue Current Year151042TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year57392SalariesEtcPriorYear
Salaries Etc Current Year51086SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year82550OtherExpensePriorYear
Other Expenses Current Year88064OtherExpensesCurrentYear
Total Expenses Prior Year139942TotalExpensesPriorYear
Total Expenses Current Year139150TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2630RevenuesLessExpensesPriorYear
Revenues Less Expenses CY11892RevenuesLessExpensesCY
Total Assets BOY903TotalAssetsBOY
Total Assets EOY12714TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY903NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY12714NetAssetsOrFundBalancesEOY
Mission DescriptionOUR 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 VIEWMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense139150Expense
DescriptionOUR 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 VIEWDescription
Total Program Service Expense139150TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationtrueBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees4NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionstrueNonDeductibleContributions
Non Deductible DisclosuretrueNonDeductibleDisclosure
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members3NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJOHN PENSIONNamePerson
Telephone Number9783040273TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeOfficerOfficer
JOANNE ODONNELL
TRUSTEE1.00X000
JOSEPH MASTERSON
TRUSTEE1.00X000
NINA PENSION
TRUSTEE40.00X2848500X
RUTH PENSION
TRUSTEE1.00X000
STEPHEN DALTON
TRUSTEE1.00X000
ELLEN KENNEDY
TREASURER2.00000X
JOHN PENSION
PRESIDENT40.00181000XX
LAURENCE FARRELL
CLERK2.00000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org30295TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION900099137960137960
APPLICATION FEES900099150150
FUND RAISER900099946946
STUDY WORKSHOPS90009925472547
FieldValueIRS element (for citing)
Total Program Service Revenue141603TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column4TotalRevenueColumn
Related Or Exempt Function Income4RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
GRANTS900099188188
RESTRICTED GIFTS9000995050
UNRESTRICTED GIFTS90009991979197
FieldValueIRS element (for citing)
Total Other Revenue9435TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column151042TotalRevenueColumn
Related Or Exempt Function Income151042RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total30295Total
Program Services30295ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total20791Total
Program Services20791ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total500Total
Program Services500ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total21204Total
Program Services21204ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total1827Total
Program Services1827ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2207Total
Program Services2207ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total36000Total
Program Services36000ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
POSTAGE222222
MEETING EXPENSES
TRANSPORTATION4242
INSURANCE2337723377

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2685Total
Program Services2685ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total139150Total
Program Services139150ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY903BOY
EOY12714EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY903BOY
EOY12714EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY903BOY
EOY12664EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
EOY50EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY903BOY
EOY12714EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY903BOY
EOY12714EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses11892ReconcilationRevenueExpenses
Reconcilation Other Changes-81ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year1646CurrentTaxYearMinus1Year
Total1646Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year1646CurrentTaxYearMinus1Year
Total1646Total
FieldValueIRS element (for citing)
Public Support Total1701646PublicSupportTotal170
Total Support1646TotalSupport
Public Support Pertcentage1701.00000PublicSupportPertcentage170
Public Support Pertcent Prior Year1.00000PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonJOHN PENSIONNamePerson
FieldValueIRS element (for citing)
RelationshipPRESIDENTRelationship
Amount Of Transaction36000AmountOfTransaction
Description Of TransactionRENT OF FACILITYDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanation
01. Officer, directors, etc. family relationship (Part VI, line 2)JOHN PENSION PRESIDENT IS MARRIED TO INSTRUCTOR NINA PENSION
02. Form 990 governing body review (Part VI, line 11)BOARD OF DIRECTORS REVIEW AND APPROVE FORM 990 BEFORE FILING
03. CEO, executive director, top management comp (Part VI, line 15a)MEETING OF THE BOARD OF DIRECTORS
04. Other officer or key employee compensation (Part VI, line 15bMEETING OF BOARD OF DIRECTORS MEETING OF BOARD OF DIRECTORS
05. Governing documents, etc, available to public (Part VI, line 19)MEETING OF BOARD OF DIRECTORS
06. Explanation of other changes in net assets or fund balances (Part XI, line 5)PRIOR YEAR ADJUSTMENT

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