Civic Intelligence

Massachusetts Bay Health Care Tr Fund

EIN 04-3235427 • 501(c)9 • Lexington, MA

Profile

The purposes of the Trust are to negotiate insurance rates with various providers, assess and collect member premiums, pay expenditures of the Trust, and invest the Trust's deposits. The Trust is not intended to function as an insurance company for its members. Rather, it is a means of combining the administration of claims and of obtaining lower insurance rates.

758 Marrett RoadLexington, MA 02421

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.08x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.07x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

54th percentile

7.0%

Higher net margin than 54% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-1.9%

Faster revenue growth than 26% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$18,461,876

Up $1,902,836 (+11%) from 2023

Liabilities

Up

$1,517,526

Up $623,482 (+70%) from 2023

Net Assets

Up

$16,944,350

Up $1,279,354 (+8.2%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin54th percentile

Revenue

Down

$21,061,499

Down $400,849 (-1.9%) from 2023

Expenses

Up

$19,594,745

Up $644,734 (+3.4%) from 2023

Net Income

Down

$1,466,754

Down $1,045,583 (-42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0-$5.0MAssets 2011: $2,600,265Liabilities 2011: $786,901Net Assets 2011: $1,813,3642011Assets 2012: $2,780,441Liabilities 2012: $796,956Net Assets 2012: $1,983,4852012Assets 2013: $501,620Liabilities 2013: $790,900Net Assets 2013: -$289,2802013Assets 2014: $2,648,037Liabilities 2014: $763,411Net Assets 2014: $1,884,6262014Assets 2015: $3,329,872Liabilities 2015: $774,644Net Assets 2015: $2,555,2282015Assets 2016: $3,264,304Liabilities 2016: $871,565Net Assets 2016: $2,392,7392016Assets 2017: $6,120,151Liabilities 2017: $912,266Net Assets 2017: $5,207,8852017Assets 2018: $7,990,340Liabilities 2018: $857,356Net Assets 2018: $7,132,9842018Assets 2019: $8,792,162Liabilities 2019: $845,971Net Assets 2019: $7,946,1912019Assets 2020: $9,165,544Liabilities 2020: $858,893Net Assets 2020: $8,306,6512020Assets 2021: $12,775,063Liabilities 2021: $1,181,143Net Assets 2021: $11,593,9202021Assets 2022: $13,996,752Liabilities 2022: $794,548Net Assets 2022: $13,202,2042022Assets 2023: $16,559,040Liabilities 2023: $894,044Net Assets 2023: $15,664,9962023Assets 2024: $18,461,876Liabilities 2024: $1,517,526Net Assets 2024: $16,944,3502024

Highlighted filing

2024

Assets$18,461,876
Liabilities$1,517,526
Net Assets$16,944,350
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $17,024,674Expenses 2011: $16,544,401Net Income 2011: $480,2732011Expenses 2012: $16,573,1972012Revenue 2013: $14,842,897Expenses 2013: $17,115,662Net Income 2013: -$2,272,7652013Revenue 2014: $19,891,311Expenses 2014: $17,717,405Net Income 2014: $2,173,9062014Revenue 2015: $18,536,339Expenses 2015: $17,865,736Net Income 2015: $670,6032015Revenue 2016: $18,426,933Expenses 2016: $17,982,165Net Income 2016: $444,7682016Revenue 2017: $17,327,659Expenses 2017: $14,512,513Net Income 2017: $2,815,1462017Revenue 2018: $17,606,237Expenses 2018: $15,681,138Net Income 2018: $1,925,0992018Revenue 2019: $18,639,765Expenses 2019: $18,052,192Net Income 2019: $587,5732019Revenue 2020: $19,195,671Expenses 2020: $18,989,666Net Income 2020: $206,0052020Revenue 2021: $19,479,998Expenses 2021: $16,701,524Net Income 2021: $2,778,4742021Revenue 2022: $20,558,548Expenses 2022: $18,669,195Net Income 2022: $1,889,3532022Revenue 2023: $21,462,348Expenses 2023: $18,950,011Net Income 2023: $2,512,3372023Revenue 2024: $21,061,499Expenses 2024: $19,594,745Net Income 2024: $1,466,7542024

Highlighted filing

2024

Revenue$21,061,499
Expenses$19,594,745
Net Income$1,466,754
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,461,876
Liabilities
$1,517,526
Net assets
$16,944,350
Revenue
$21,061,499
Expenses
$19,594,745
Net income
$1,466,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.5$1.52$16.9$21.1$19.6$1.47
2023Detailed filing. Detailed filing data is available for this year.$16.6$0.89$15.7$21.5$19.0$2.51
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.79$13.2$20.6$18.7$1.89
2021Detailed filing. Detailed filing data is available for this year.$12.8$1.18$11.6$19.5$16.7$2.78
2020Detailed filing. Detailed filing data is available for this year.$9.17$0.86$8.31$19.2$19.0$0.21
2019Detailed filing. Detailed filing data is available for this year.$8.79$0.85$7.95$18.6$18.1$0.59
2018Detailed filing. Detailed filing data is available for this year.$7.99$0.86$7.13$17.6$15.7$1.93
2017Detailed filing. Detailed filing data is available for this year.$6.12$0.91$5.21$17.3$14.5$2.82
2016Detailed filing. Detailed filing data is available for this year.$3.26$0.87$2.39$18.4$18.0$0.44
2015Detailed filing. Detailed filing data is available for this year.$3.33$0.77$2.56$18.5$17.9$0.67
2014Detailed filing. Detailed filing data is available for this year.$2.65$0.76$1.88$19.9$17.7$2.17
2013Summary only. Only limited summary data is available for this year.$0.50$0.79$0.29$14.8$17.1$2.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.80$1.98$16.6
2011Summary only. Only limited summary data is available for this year.$2.60$0.79$1.81$17.0$16.5$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$21,724,100
Mission and Program Overview

Mission

The purposes of the trust are to negotiate insurance rates with various providers, assess and collect member premiums, pay expenditures of the trust, and invest the trust's deposits. The trust is not intended to function as an insurance company for its members. Rather, it is a means of combining the administration of claims and of obtaining lower insurance rates.

Massachusetts bay health care trust fund is a nonprofit organization that obtains health insurance for the employees of local area technical school districts. Established in december 1993, to obtain health insurance for the employees of greater lowell regional school district, minuteman regional vocational technical school district, nashoba valley technical high school district, and whittier regional vocational technical high school at costs eligible to larger groups.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,274,975$14,069,960▲ $2,794,985
Savings and Temporary Cash Investments$4,830,673$4,107,527▼ $723,146
Accounts Receivable$274,179$174,957▼ $99,222
Prepaid Expenses and Deferred Charges$179,213$109,432▼ $69,781
Total Assets$16,559,040$18,461,876▲ $1,902,836
Liabilities
Accounts Payable and Accrued Expenses$201,826$825,308▲ $623,482
Deferred Revenue$692,218$692,218→ $0
Total Liabilities$894,044$1,517,526▲ $623,482
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,664,996$16,944,350▲ $1,279,354
Total Net Assets Fund Balance$15,664,996$16,944,350▲ $1,279,354
Total Liabilities and Net Assets / Fund Balance$16,559,040$18,461,876▲ $1,902,836
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Andrea Maley-royLabor/co-chair (as of 5/24)
Michael KnightTreasurer & Co-chair (as of 5/24)
Barbara WhitneyLabor Trustee
Cheryl KellyLabor Trustee
Dana FarrillLabor Trustee
Jacqueline KotowskiLabor Trustee
Richard PorcelliLabor Trustee
Phil MassaLabor Trustee (as of 9/23)
Cynthia Adler MirabuLabor Trustee (exited 4/24)
Donald RoberManagement Trustee
Jeff CarlsonManagement Trustee
Kara KosmesManagement Trustee
Michelle ShepardManagement Trustee
TAMMY D'ENTREMONTManagement Trustee
Michelle ResendesManagement Trustee (as of 10/23)
Nikki AndradeManagement Trustee (as of 10/23)
Amy PerreaultManagement Trustee (exited 10/23)
Richard IkonenManagement Trustee (exited 10/23)
Holly McanespieLabor (as of 6/24)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,148,291
Investment Income
$913,208
Other Revenue
$0
Change in Net Assets
$1,466,754

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,021,574
Revenue Not Reported on Financial Statements
$39,925
Revenue Not Reported on Form 990
$-187,400
Total Revenue per Audited Statements
$20,834,174
Total Revenue per Form 990
$21,061,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$121,891
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$19,472,854
Fees for Services Other---$49,872
Fees for Service Investment Mgmnt Fees---$39,925
Fees for Services Accounting---$17,250
Insurance---$9,202
Information Technology---$5,642
Total Functional Expenses$0$0$0$19,594,745

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$19,594,745
Expenses per Audited Statements$19,554,820
Total Expenses per Audited Statements$19,554,820
Expenses Not Reported on Financial Statements$39,925
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
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
No
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 A, Line 7A

“Per the articles of agreement, the board of trustees shall be designated by a vote of the employer and labor trustees.”

Form 990, Part VI, Section A, Line 8B

“THERE ARE NO COMMITTEES.”

Form 990, Part VI, Section B, Line 11B

“Certain members of the board of trustees will review the form 990 before the form is filed.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Massachusetts Bay Health Care Trust Fund
EIN
04-3235427
Phone
7818616500
Address
758 MARRETT ROAD, LEXINGTON, MA 02421

Signing Officer

Name
Michael Knight
Title
Treasurer
Phone
7818616500
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Knight
Formed
1993
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
18

Preparer

Firm
Cbiz Advisors LLC
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Douglas Farrington
Phone
6178075000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit and selection of an independent auditor.”

Raw XML AppendixShowing 400 of 474 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/AccountsReceivableGrp/EOYAmt0174957
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IRS990/ActivityOrMissionDesc0MASSACHUSETTS BAY HEALTH CARE TRUST FUND IS A NONPROFIT ORGANIZATION THAT OBTAINS HEALTH INSURANCE FOR THE EMPLOYEES OF LOCAL AREA TECHNICAL SCHOOL DISTRICTS. ESTABLISHED IN DECEMBER 1993, TO OBTAIN HEALTH INSURANCE FOR THE EMPLOYEES OF GREATER LOWELL REGIONAL SCHOOL DISTRICT, MINUTEMAN REGIONAL VOCATIONAL TECHNICAL SCHOOL DISTRICT, NASHOBA VALLEY TECHNICAL HIGH SCHOOL DISTRICT, AND WHITTIER REGIONAL VOCATIONAL TECHNICAL HIGH SCHOOL AT COSTS ELIGIBLE TO LARGER GROUPS.
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IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL KNIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm3HOLLY MCANESPIE
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IRS990/Form990PartVIISectionAGrp/PersonNm5DANA FARRILL
IRS990/Form990PartVIISectionAGrp/PersonNm6CHERYL KELLY
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IRS990/Form990PartVIISectionAGrp/PersonNm10MICHELLE SHEPARD
IRS990/Form990PartVIISectionAGrp/PersonNm11BARBARA WHITNEY
IRS990/Form990PartVIISectionAGrp/PersonNm12PHIL MASSA
IRS990/Form990PartVIISectionAGrp/PersonNm13KARA KOSMES
IRS990/Form990PartVIISectionAGrp/PersonNm14TAMMY D'ENTREMONT
IRS990/Form990PartVIISectionAGrp/PersonNm15RICHARD PORCELLI
IRS990/Form990PartVIISectionAGrp/PersonNm16JACQUELINE KOTOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm17AMY PERREAULT
IRS990/Form990PartVIISectionAGrp/PersonNm18RICHARD IKONEN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0LABOR/CO-CHAIR (AS OF 5/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER & CO-CHAIR (AS OF 5/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt2MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3LABOR (AS OF 6/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt4LABOR TRUSTEE (EXITED 4/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt5LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7MANAGEMENT TRUSTEE (AS OF 10/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt8MANAGEMENT TRUSTEE (AS OF 10/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt9MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12LABOR TRUSTEE (AS OF 9/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt13MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17MANAGEMENT TRUSTEE (EXITED 10/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt18MANAGEMENT TRUSTEE (EXITED 10/23)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0474901
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01137502
IRS990/GrossReceiptsAmt021724100
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt05642
IRS990/InsuranceGrp/TotalAmt09202
IRS990/InvestmentIncomeGrp/ExclusionAmt0438307
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0438307
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011274975
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014069960
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0662601
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSES OF THE TRUST ARE TO NEGOTIATE INSURANCE RATES WITH VARIOUS PROVIDERS, ASSESS AND COLLECT MEMBER PREMIUMS, PAY EXPENDITURES OF THE TRUST, AND INVEST THE TRUST'S DEPOSITS. THE TRUST IS NOT INTENDED TO FUNCTION AS AN INSURANCE COMPANY FOR ITS MEMBERS. RATHER, IT IS A MEANS OF COMBINING THE ADMINISTRATION OF CLAIMS AND OF OBTAINING LOWER INSURANCE RATES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015664996
IRS990/NetAssetsOrFundBalancesEOYAmt016944350
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0474901
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0474901
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-187400
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015664996
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt016944350
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0179213
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0109432
IRS990/PrincipalOfficerNm0MICHAEL KNIGHT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/Desc0501 (C) (9) CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1REINSURANCE PREMIUMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019718233
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1430058
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019718233
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1430058
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018833386
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0398617
IRS990/PYOtherExpensesAmt0116625
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt021063731
IRS990/PYRevenuesLessExpensesAmt02512337
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt018950011
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021462348
IRS990/ReconcilationRevenueExpnssAmt01466754
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04830673
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04107527
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt039925
IRS990ScheduleD/ExpensesSubtotalAmt019554820
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt039925
IRS990ScheduleD/InvestmentExpensesNotIncldAmt039925
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-187400
IRS990ScheduleD/RevenueNotReportedAmt0-187400
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt039925
IRS990ScheduleD/RevenueSubtotalAmt021021574
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt019594745
IRS990ScheduleD/TotalRevenuePerForm990Amt021061499
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020834174
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019554820
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PER THE ARTICLES OF AGREEMENT, THE BOARD OF TRUSTEES SHALL BE DESIGNATED BY A VOTE OF THE EMPLOYER AND LABOR TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN MEMBERS OF THE BOARD OF TRUSTEES WILL REVIEW THE FORM 990 BEFORE THE FORM IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GREATER LOWELL REGIONAL SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MINUTEMAN REGIONAL VOCATIONAL TECHNICAL SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NASHOBA VALLEY TECHNICAL HIGH SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3WHITTIER REGIONAL VOCATIONAL TECHNICAL HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0250 PAWTUCKET BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1758 MARRETT RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2100 LITTLETON RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3115 AMESBURY LINE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TYNGSBOROUGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LEXINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2WESTFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3HAVERHILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001879
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd102421
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd201886
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd301830
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt09331362
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt13079447
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt22264164
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt35043260
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GREATER LOWELL REGIONAL SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1MINUTEMAN REGIONAL VOCATIONAL TECHNICAL SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2NASHOBA VALLEY TECHNICAL HIGH SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3WHITTIER REGIONAL VOCATIONAL TECHNICAL HIGH SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00

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