Civic Intelligence

Roxbury Weston Programs Inc.

990 • Fiscal year 2016 • EIN 04-2394519

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

349 Boston Post RoadWeston, MA 02493

(781) 718-4344

Siviq Scores

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

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.16x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

63rd percentile

9.4%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

42nd percentile

-3.8%

Faster revenue growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$393,649

Up $60,182 (+18%) from 2015

Net Assets

Up

$345,004

Up $29,020 (+9.2%) from 2015

Liabilities

Up

$48,645

Up $31,162 (+178%) from 2015

Revenue

Down

$307,323

Down $12,266 (-3.8%) from 2015

Expenses

Up

$278,303

Up $2,437 (+0.9%) from 2015

Net Income

Down

$29,020

Down $14,703 (-34%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $273,298Liabilities 2011: $10,889Net Assets 2011: $262,4092011Assets 2012: $250,898Liabilities 2012: $20,644Net Assets 2012: $230,2542012Assets 2013: $248,998Liabilities 2013: $8,175Net Assets 2013: $240,8232013Assets 2014: $293,087Liabilities 2014: $20,824Net Assets 2014: $272,2632014Assets 2015: $333,467Liabilities 2015: $17,483Net Assets 2015: $315,9842015Assets 2016: $393,649Liabilities 2016: $48,645Net Assets 2016: $345,0042016Assets 2017: $385,046Liabilities 2017: $64,080Net Assets 2017: $320,9662017Assets 2018: $356,744Liabilities 2018: $43,345Net Assets 2018: $313,3992018Assets 2019: $384,718Liabilities 2019: $86,502Net Assets 2019: $298,2162019Assets 2020: $355,111Liabilities 2020: $44,992Net Assets 2020: $310,1192020Assets 2022: $399,469Liabilities 2022: $27,847Net Assets 2022: $371,6222022Assets 2023: $439,016Liabilities 2023: $43,525Net Assets 2023: $395,4912023Assets 2024: $491,872Liabilities 2024: $41,639Net Assets 2024: $450,2332024Assets 2025: $510,690Liabilities 2025: $34,395Net Assets 2025: $476,2952025

Highlighted filing

2016

Assets$393,649
Liabilities$48,645
Net Assets$345,004

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $220,6352011Expenses 2012: $247,1742012Revenue 2013: $244,682Expenses 2013: $234,113Net Income 2013: $10,5692013Revenue 2014: $300,703Expenses 2014: $269,265Net Income 2014: $31,4382014Revenue 2015: $319,589Expenses 2015: $275,866Net Income 2015: $43,7232015Revenue 2016: $307,323Expenses 2016: $278,303Net Income 2016: $29,0202016Revenue 2017: $258,243Expenses 2017: $282,281Net Income 2017: -$24,0382017Revenue 2018: $269,746Expenses 2018: $277,310Net Income 2018: -$7,5642018Revenue 2019: $282,784Expenses 2019: $297,964Net Income 2019: -$15,1802019Revenue 2020: $305,691Expenses 2020: $293,786Net Income 2020: $11,9052020Revenue 2022: $441,297Expenses 2022: $357,735Net Income 2022: $83,5622022Revenue 2023: $394,166Expenses 2023: $370,297Net Income 2023: $23,8692023Revenue 2024: $437,485Expenses 2024: $382,743Net Income 2024: $54,7422024Revenue 2025: $408,981Expenses 2025: $382,919Net Income 2025: $26,0622025

Highlighted filing

2016

Revenue$307,323
Expenses$278,303
Net Income$29,020
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$313,277
Mission and Program Overview

Mission

Teaching children of diverse racial and cultural backgrounds to expand the limits of their neighborhood and to open the doors to better communications between children and adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$224,795$287,528▲ $62,733
Investments Other Securities$100,000$100,000→ $0
Prepaid Expenses and Deferred Charges$2,463$2,536▲ $73
Land, Buildings, and Equipment, Net$2,865$2,298▼ $567
Savings and Temporary Cash Investments$649$681▲ $32
Accounts Receivable$2,695$606▼ $2,089
Total Assets$333,467$393,649▲ $60,182
Other Assets Total-$0-
Liabilities
Deferred Revenue$12,783$43,750▲ $30,967
Accounts Payable and Accrued Expenses$4,700$4,895▲ $195
Total Liabilities$17,483$48,645▲ $31,162
Net Assets / Fund Balance
Unrestricted Net Assets$215,984$245,004▲ $29,020
Permanently Rstr Net Assets$100,000$100,000→ $0
Total Net Assets Fund Balance$315,984$345,004▲ $29,020
Total Liabilities and Net Assets / Fund Balance$333,467$393,649▲ $60,182

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,298$54,209$56,507
Other Securities$100,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$100,000-▲ $32-$100,000
2014$100,000-▲ $15-$100,000
2013$100,000-▲ $23-$100,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Pam MartinPresident and Trustee
Kait WhitworthVice President and Trustee
ELIZABETH O'CONNELLSecretary and Trustee
Heidi PicheTreasurer and Trustee
Alix MackeyTrustee
Henry KasdonTrustee
Ingrid MansfieldTrustee
Katy HardingTrustee
Kelly KirmelowiczTrustee
Kelly KomolaTrustee
Leslie JordanTrustee
Mike NurczynskiTrustee
Nadine MarcellusTrustee
Veronica ArguetaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$122,762
Program Service Revenue
$184,316
Investment Income
$245
Other Revenue
$0
All Other Contributions
$101,279
Change in Net Assets
$29,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$232,838
Other Expenses$45,465
Total Fundraising Expense$1,834
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$202,351$11,261-$213,612
Payroll Taxes$16,302$867-$17,169
Office Expenses$2,469$2,502$1,834$6,805
Fees for Services Accounting-$4,900-$4,900
Occupancy$4,550--$4,550
Fees for Services Other$1,200$3,093-$4,293
Insurance$2,222$1,174-$3,396
Information Technology-$2,301-$2,301
Other Employee Benefits-$2,057-$2,057
Other Expenses$1,425--$1,425
All Other Expenses$950--$950
Depreciation Depletion$567--$567
Advertising-$150-$150
Total Functional Expenses$248,164$28,305$1,834$278,303
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,954
Fundraising Gross Income$5,954
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$23,346$5,954$5,954$0
Other$4,091---
Total Events$27,437$5,954$5,954$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

A copy of the form 990 is circulated among the governing board prior to filing. No other formal review process is in place.

Form 990, Part VI, Section B, Line 15A

The compensation committee of the governing body discuss and approve the wages of teachers after review of comparable wage levels in the area

Form 990, Part VI, Section C, Line 19

Articles of organization are posted to the web site of the secretary of the commonwealth of massachusetts. Form 990 and annual financial statements are posted to the web site of the division of public charities of the commonwealth of massachusetts

Filing and Contact Details

Filer

Filer Name
Roxbury Weston Programs Inc
EIN
04-2394519
Phone
7817184344
Address
349 BOSTON POST ROAD, WESTON, MA 02493

Signing Officer

Name
Pam Martin
Title
President
Phone
7817184344
Signed
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Martin
Formed
1966
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Tisdale CPA
Address
75 JUNCTION SQUARE, CONCORD, MA 01742
Preparer
George L Tisdale
Phone
9783695585
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Scholrships for needy students

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IRS990/OtherExpensesGrp/TotalAmt22675
IRS990/OtherExpensesGrp/TotalAmt31425
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011261
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0202351
IRS990/OtherSalariesAndWagesGrp/TotalAmt0213612
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0867
IRS990/PayrollTaxesGrp/ProgramServicesAmt016302
IRS990/PayrollTaxesGrp/TotalAmt017169
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0100000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0100000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02463
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02536
IRS990/PrincipalOfficerNm0PAM MARTIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0PROG.SERV.REVENUE-RELA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0184316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0184316
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt092959
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0335
IRS990/PYOtherExpensesAmt046455
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0226295
IRS990/PYRevenuesLessExpensesAmt043723
IRS990/PYSalariesCompEmpBnftPaidAmt0229411
IRS990/PYTotalExpensesAmt0275866
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0319589
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt029020
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0184316
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0649
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0681
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt032
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt032
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt015
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt023
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02298
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt054209
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt056507
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0100000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS-OTH SECS(DETAIL)-990
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLRSHIPS FOR NEEDY STUDENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02298
IRS990ScheduleD/TotalBookValueSecuritiesAmt0100000
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT KEEP RECORDS OF RACIAL COMPOSTION
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 4
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt021483
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017392
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04091
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05954
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04091
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05954
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05954
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05954
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05954
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS CIRCULATED AMONG THE GOVERNING BOARD PRIOR TO FILING. NO OTHER FORMAL REVIEW PROCESS IS IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPENSATION COMMITTEE OF THE GOVERNING BODY DISCUSS AND APPROVE THE WAGES OF TEACHERS AFTER REVIEW OF COMPARABLE WAGE LEVELS IN THE AREA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ARTICLES OF ORGANIZATION ARE POSTED TO THE WEB SITE OF THE SECRETARY OF THE COMMONWEALTH OF MASSACHUSETTS. FORM 990 AND ANNUAL FINANCIAL STATEMENTS ARE POSTED TO THE WEB SITE OF THE DIVISION OF PUBLIC CHARITIES OF THE COMMONWEALTH OF MASSACHUSETTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0333467
IRS990/TotalAssetsEOYAmt0393649
IRS990/TotalAssetsGrp/BOYAmt0333467
IRS990/TotalAssetsGrp/EOYAmt0393649
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0122762
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01834
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028305
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0248164
IRS990/TotalFunctionalExpensesGrp/TotalAmt0278303
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.34$4.76$4.09$3.83$0.26
2024Detailed filing. Detailed filing data is available for this year.$4.92$0.42$4.50$4.37$3.83$0.55
2023Detailed filing. Detailed filing data is available for this year.$4.39$0.44$3.95$3.94$3.70$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.28$3.72$4.41$3.58$0.84
2020Detailed filing. Detailed filing data is available for this year.$3.55$0.45$3.10$3.06$2.94$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.85$0.87$2.98$2.83$2.98$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.57$0.43$3.13$2.70$2.77$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.85$0.64$3.21$2.58$2.82$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.49$3.45$3.07$2.78$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.33$0.17$3.16$3.20$2.76$0.44
2014Detailed filing. Detailed filing data is available for this year.$2.93$0.21$2.72$3.01$2.69$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.08$2.41$2.45$2.34$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.21$2.30$2.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.11$2.62$2.21