Civic Intelligence

Self Esteem Boston Educational Institute Inc.

990 • Fiscal year 2017 • EIN 04-3213321

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 15, 2018

PO Box 301155Jamaica Plain, MA 02130

(617) 983-1111

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

55th percentile

5.3%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

94th percentile

$56,105

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

6.5%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$377,240

Up $23,057 (+6.5%) from 2016

Net Assets

Up

$367,120

Up $23,912 (+7.0%) from 2016

Liabilities

Down

$10,120

Down $855 (-7.8%) from 2016

Revenue

Up

$450,079

Up $87,480 (+24%) from 2016

Expenses

Up

$426,167

Up $46,091 (+12%) from 2016

Net Income

Up

$23,912

Up $41,389 (+237%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $256,445Liabilities 2011: $4,950Net Assets 2011: $251,4952011Assets 2012: $304,299Liabilities 2012: $7,994Net Assets 2012: $296,3052012Assets 2013: $309,224Liabilities 2013: $9,933Net Assets 2013: $299,2912013Assets 2014: $335,030Liabilities 2014: $10,219Net Assets 2014: $324,8112014Assets 2015: $372,878Liabilities 2015: $12,193Net Assets 2015: $360,6852015Assets 2016: $354,183Liabilities 2016: $10,975Net Assets 2016: $343,2082016Assets 2017: $377,240Liabilities 2017: $10,120Net Assets 2017: $367,1202017Assets 2018: $522,436Liabilities 2018: $112,577Net Assets 2018: $409,8592018Assets 2019: $422,583Liabilities 2019: $3,033Net Assets 2019: $419,5502019Assets 2020: $424,540Liabilities 2020: $4,723Net Assets 2020: $419,8172020Assets 2021: $611,218Liabilities 2021: $91,908Net Assets 2021: $519,3102021Assets 2022: $727,820Liabilities 2022: $92,034Net Assets 2022: $635,7862022Assets 2023: $674,445Liabilities 2023: $4,441Net Assets 2023: $670,0042023Assets 2024: $785,995Liabilities 2024: $93,740Net Assets 2024: $692,2552024Assets 2025: $701,148Liabilities 2025: $8,442Net Assets 2025: $692,7062025

Highlighted filing

2017

Assets$377,240
Liabilities$10,120
Net Assets$367,120

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $256,165Expenses 2011: $262,928Net Income 2011: -$6,7632011Revenue 2012: $319,923Expenses 2012: $275,113Net Income 2012: $44,8102012Revenue 2013: $258,044Expenses 2013: $255,058Net Income 2013: $2,9862013Revenue 2014: $316,662Expenses 2014: $292,142Net Income 2014: $24,5202014Revenue 2015: $491,285Expenses 2015: $455,411Net Income 2015: $35,8742015Revenue 2016: $362,599Expenses 2016: $380,076Net Income 2016: -$17,4772016Revenue 2017: $450,079Expenses 2017: $426,167Net Income 2017: $23,9122017Revenue 2018: $510,471Expenses 2018: $467,732Net Income 2018: $42,7392018Revenue 2019: $449,928Expenses 2019: $440,237Net Income 2019: $9,6912019Revenue 2020: $410,572Expenses 2020: $410,305Net Income 2020: $2672020Revenue 2021: $537,653Expenses 2021: $438,160Net Income 2021: $99,4932021Revenue 2022: $542,329Expenses 2022: $425,853Net Income 2022: $116,4762022Revenue 2023: $452,871Expenses 2023: $418,653Net Income 2023: $34,2182023Revenue 2024: $551,094Expenses 2024: $528,843Net Income 2024: $22,2512024Revenue 2025: $507,391Expenses 2025: $506,940Net Income 2025: $4512025

Highlighted filing

2017

Revenue$450,079
Expenses$426,167
Net Income$23,912
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 15, 2018
Return Version
2017v2.2
Gross Receipts
$450,079
Mission and Program Overview

Mission

Improve Self Esteem through Education for disadvantaged adults and the providers that serve them. Provide program participants with critical skills which will enable them to move beyond homelessness, unemployment substance abuse,

Improve self esteem through education for at-risk women in the boston area. Provide program participants with critical skills which will enable them to move beyond homelessness, unemployment substance abuse,

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$299,892$281,059▼ $18,833
Accounts Receivable$44,323$67,988▲ $23,665
Prepaid Expenses and Deferred Charges$6,086$26,456▲ $20,370
Land, Buildings, and Equipment, Net$3,882$1,737▼ $2,145
Total Assets$354,183$377,240▲ $23,057
Liabilities
Accounts Payable and Accrued Expenses$10,975$10,120▼ $855
Total Liabilities$10,975$10,120▼ $855
Net Assets / Fund Balance
Unrestricted Net Assets$343,208$367,120▲ $23,912
Total Net Assets Fund Balance$343,208$367,120▲ $23,912
Total Liabilities and Net Assets / Fund Balance$354,183$377,240▲ $23,057

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,737$23,033$24,770
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Marion B DavisPresidentFT$56,105$56,105
Jeri LevittEx OfficioFT$54,849$54,849
Revenue and Support

Revenue Composition

Contributions and Grants
$251,824
Program Service Revenue
$197,106
Investment Income
$1,149
Other Revenue
$0
All Other Contributions
$251,824
Change in Net Assets
$23,912

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$281,533
Salaries, Compensation, and Employee Benefits$144,634
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$110,954$0$0$110,954
All Other Expenses$96,573$7,784$0$104,357
Fees for Services Management$41,092$0$0$41,092
Fees for Services Legal$0$34,021$0$34,021
Occupancy$21,158$6,285$0$27,443
Advertising$26,170$0$0$26,170
Other Employee Benefits$22,913$0$0$22,913
Office Expenses$15,924$2,262$0$18,186
Fees for Services Accounting$9,180$0$0$9,180
Payroll Taxes$8,542$0$0$8,542
Conferences and Meetings$4,282$256$0$4,538
Other Expenses$4,222$68$0$4,290
Insurance$2,184$1,737$0$3,921
Travel$2,930$456$0$3,386
Pension Plan Contributions$2,225$0$0$2,225
Total Functional Expenses$373,298$52,869$0$426,167
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jeri LevittLandlord/tenantrental incomeNo$6,285
Governance and Compliance

Governance Checklist

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

Filer

Filer Name
Self Esteem Boston Educational Institute Inc
EIN
04-3213321
Phone
6179831111
Address
PO Box 301155, Jamaica Plain, MA 02130

Signing Officer

Name
Marion Davis
Title
Executive Director
Phone
6179831111
Signed
2018-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marion Davis
Formed
1993
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
25

Preparer

Firm
Sambo Okolo & Company LLC
Address
31 West Street, Randolph, MA 02368
Preparer
Jean Etienne CPA
Phone
7818853913
Supplemental Narrative

Additional Explanations

Pt VI, Line 8B

Board clerk records minutes of all meetings

Pt VI, Line 11B

Board members meet to review and approve Form 990

Pt VI, Line 15A

Search committee and the board members negotiate compensation

Pt VI, Line 15B

Search committee and the board members negotiate compensation

Form 990EZ, Part II, Line 24

Accounts Receivable - Net

Form 990EZ, Part II, Line 24

Prepaids

Form 990EZ, Part II, Line 26

Accounts Payable & Accrued Expenses

Form 990, Part IX, Line 24E

Fundraising expense 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Program Consultants 86403. 85504. 899. 0.

Form 990, Part IX, Line 24E

Depreciation 2145. 0. 2145. 0.

Form 990, Part IX, Line 24E

Miscellaneous 1131. 1061. 70. 0.

Form 990, Part IX, Line 24E

License & fees 2145. 1981. 164. 0.

Form 990, Part IX, Line 24E

Equipment repair & rental 3859. 110. 3749. 0.

Form 990, Part IX, Line 24E

Postage & shipping 2824. 2280. 544. 0.

Form 990, Part IX, Line 24E

Printing & Copying 5850. 5637. 213. 0.

Raw XML Appendix395 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JERI LEVITT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Landlord/tenant
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt06285
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0rental income
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board clerk records minutes of all meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members meet to review and approve Form 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Search committee and the board members negotiate compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Search committee and the board members negotiate compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable - Net
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prepaids
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable & Accrued Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fundraising expense 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Program Consultants 86403. 85504. 899. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Depreciation 2145. 0. 2145. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous 1131. 1061. 70. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11License & fees 2145. 1981. 164. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Equipment repair & rental 3859. 110. 3749. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Postage & shipping 2824. 2280. 544. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Printing & Copying 5850. 5637. 213. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0354183
IRS990/TotalAssetsEOYAmt0377240
IRS990/TotalAssetsGrp/BOYAmt0354183
IRS990/TotalAssetsGrp/EOYAmt0377240
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0251824
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052869
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0373298
IRS990/TotalFunctionalExpensesGrp/TotalAmt0426167
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010975
IRS990/TotalLiabilitiesEOYAmt010120
IRS990/TotalLiabilitiesGrp/BOYAmt010975
IRS990/TotalLiabilitiesGrp/EOYAmt010120
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0343208
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0367120
IRS990/TotalProgramServiceExpensesAmt0373298
IRS990/TotalProgramServiceRevenueAmt0197106
IRS990/TotalReportableCompFromOrgAmt0110954
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0198255
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0450079
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0354183
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0377240
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0456
IRS990/TravelGrp/ProgramServicesAmt02930
IRS990/TravelGrp/TotalAmt03386
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0343208
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0367120
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 301155
IRS990/USAddress/CityNm0Jamaica Plain
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002130
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.selfesteemboston.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARION DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06179831111
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Self Esteem Boston Educational Institute Inc
ReturnHeader/Filer/BusinessNameControlTxt0SELF
ReturnHeader/Filer/EIN0043213321
ReturnHeader/Filer/PhoneNum06179831111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 301155
ReturnHeader/Filer/USAddress/CityNm0Jamaica Plain
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002130
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F9AFFFE42A9E7A3E1F866E0283F0F40119A8A1D6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F9AFFFE42A9E7A3E1F866E0283F0F40119A8A1D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.186.58.24
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:40:56
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sambo Okolo & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 West Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Randolph
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002368
ReturnHeader/PreparerPersonGrp/PhoneNum07818853913
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN ETIENNE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-11T07:41:05-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.01$0.08$6.93$5.07$5.07$0.00
2024Detailed filing. Detailed filing data is available for this year.$7.86$0.94$6.92$5.51$5.29$0.22
2023Detailed filing. Detailed filing data is available for this year.$6.74$0.04$6.70$4.53$4.19$0.34
2022Detailed filing. Detailed filing data is available for this year.$7.28$0.92$6.36$5.42$4.26$1.16
2021Detailed filing. Detailed filing data is available for this year.$6.11$0.92$5.19$5.38$4.38$0.99
2020Detailed filing. Detailed filing data is available for this year.$4.25$0.05$4.20$4.11$4.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.23$0.03$4.20$4.50$4.40$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.22$1.13$4.10$5.10$4.68$0.43
2017Detailed filing. Detailed filing data is available for this year.$3.77$0.10$3.67$4.50$4.26$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.54$0.11$3.43$3.63$3.80$0.17
2015Summary only. Only limited summary data is available for this year.$3.73$0.12$3.61$4.91$4.55$0.36
2014Summary only. Only limited summary data is available for this year.$3.35$0.10$3.25$3.17$2.92$0.25
2013Summary only. Only limited summary data is available for this year.$3.09$0.10$2.99$2.58$2.55$0.03
2012Summary only. Only limited summary data is available for this year.$3.04$0.08$2.96$3.20$2.75$0.45
2011Summary only. Only limited summary data is available for this year.$2.56$0.05$2.51$2.56$2.63$0.07