Sudbury Education Resource Fund
Nonprofit profile at a glance
- EIN
- 223148328
- IRS 990-EZ coverage
- 2013–2024
- Forms available
- Form 990-EZ 2024
- Location
- Sudbury, MA, USA
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Education
Reported finances
- Revenue
- $26,991
- Expenses
- $45,567
- Assets
- $165,545
- Liabilities
- $12,500
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- DEVIK LANSING (CO-PRESIDENT)
- CARINA WHITRIDGE (CO-PRESIDENT)
People named in this filing
- DEVIK LANSING (CO-PRESIDENT)
- CARINA WHITRIDGE (CO-PRESIDENT)
- KATHY GIBSON (BOARD MEMBER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Assistance to public schools.
What it reported doing in 2024
Grants made to sudbury public schools and lincoln sudbury regional high school directly affecting the quality of education for local students
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 96
- Transparency & Controls: 82
- Sustainability: 36
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 88.8%; rating input score 89
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -68.8%; rating input score 10; 10th percentile among comparable filings
- Total-asset coverage ratio: 3.63; rating input score 78; 78th percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 19; 19th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -6.4% per year; rating input score 0; 33rd percentile among comparable filings
- Revenue growth: -8.4% per year; rating input score 0; 27th percentile among comparable filings
- Asset growth: -2.4% per year; rating input score 0; 30th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 88.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $40K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 11 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 10/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 19/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.