Civic Intelligence

Boxford Elementary Schools Trust Inc

990EZ • Fiscal year 2017 • EIN 04-3347284

Sep 01, 2016 to Aug 31, 2017 • Filed on Oct 19, 2017

Organization ProfileN/A
PO Box 176Boxford, MA 01921

(978) 887-3322

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

6th percentile

-73%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

8th percentile

-55%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$45,624

Down $13,361 (-23%) from 2016

Net Assets

Down

$45,624

Down $13,361 (-23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin6th percentile

Revenue

Down

$19,860

Down $24,127 (-55%) from 2016

Expenses

Up

$34,376

Up $1,614 (+4.9%) from 2016

Net Income

Down

-$14,516

Down $25,741 (-229%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$100K$50K$0Assets 2010: $80,506Net Assets 2010: $80,5062010Assets 2011: $76,117Net Assets 2011: $76,1172011Assets 2012: $86,097Net Assets 2012: $86,0972012Assets 2013: $78,721Liabilities 2013: $02013Assets 2014: $40,766Liabilities 2014: $02014Assets 2016: $58,985Liabilities 2016: $0Net Assets 2016: $58,9852016Assets 2017: $45,624Liabilities 2017: $0Net Assets 2017: $45,6242017Assets 2018: $52,328Liabilities 2018: $0Net Assets 2018: $52,3282018Assets 2019: $61,639Liabilities 2019: $0Net Assets 2019: $61,6392019Assets 2020: $49,240Liabilities 2020: $0Net Assets 2020: $49,2402020Assets 2022: $46,768Liabilities 2022: $0Net Assets 2022: $46,7682022

Highlighted filing

2017

Assets$45,624
Liabilities$0
Net Assets$45,624
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$100K$50K$0-$50KRevenue 2010: $38,649Expenses 2010: $34,076Net Income 2010: $4,5732010Revenue 2011: $23,756Expenses 2011: $28,145Net Income 2011: -$4,3892011Revenue 2012: $30,399Expenses 2012: $20,419Net Income 2012: $9,9802012Revenue 2013: $12,196Expenses 2013: $23,965Net Income 2013: -$11,7692013Revenue 2014: $30,127Expenses 2014: $69,333Net Income 2014: -$39,2062014Revenue 2016: $43,987Expenses 2016: $32,762Net Income 2016: $11,2252016Revenue 2017: $19,860Expenses 2017: $34,376Net Income 2017: -$14,5162017Revenue 2018: $22,741Expenses 2018: $14,890Net Income 2018: $7,8512018Revenue 2019: $32,324Expenses 2019: $22,373Net Income 2019: $9,9512019Revenue 2020: $16,180Expenses 2020: $29,595Net Income 2020: -$13,4152020Revenue 2022: $20,707Expenses 2022: $39,824Net Income 2022: -$19,1172022

Highlighted filing

2017

Revenue$19,860
Expenses$34,376
Net Income-$14,516
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Oct 19, 2017
Return Version
2016v3.0
Gross Receipts
$19,860
Mission and Program Overview

Mission

To foster excellence in boxford public schools by providing grants to teachers and staff that help inaugurate longer-term elementary school initiatives and support innovative teaching techniques, tools, professional development or teaching strategies that create substantive positive

TOWN EDUCATIONAL SUPPORT

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL TOOLS TO ADVANCE THE ELEMENTARY SCHOOL EDUCATION OF BOXFORD STUDENTS$26,691$26,691
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI ELLARDPresidentPT$0--
EMILY ESOLENTreasurerPT$0--
BETH SANTARPIOSecretaryPT$0--
LISA NOVAKDirectorPT$0--
PAULINE JENKINSDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Boxford Elementary Schools Trust Inc
EIN
04-3347284
Phone
9788873322
Address
PO BOX 176, BOXFORD, MA 01921

Signing Officer

Name
Emily Esolen
Title
Treasurer
Phone
9788873322
Signed
2017-10-19

Preparer

Firm
Miasserian Plunkett & Stevens
Address
2 First Ave Ste 106, Peabody, MA 01960
Preparer
David Plunkett CPA
Phone
9785389040
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Further education of boxford elementary schools students; elementary school students; boxford public”

Form 990EZ, Part I, Line 16

“Investment advisory fees 294.”

Form 990EZ, Part I, Line 16

“INSURANCE”

Form 990EZ, Part I, Line 16

“Fundraising expenses 3259.”

Form 990EZ, Part I, Line 20

“Unrealized gains on securities 1155.”

Raw XML Appendix168 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0EMILY ESOLEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09788877397
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04 UPTON LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOXFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001921
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058985
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045624
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010324
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14516
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058985
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IRS990EZ/FundraisingGrossIncomeAmt08695
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029691
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt019860
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0841
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058985
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045624
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058985
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt47.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEIDI ELLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY ESOLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH SANTARPIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA NOVAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAULINE JENKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01155
IRS990EZ/OtherExpensesTotalAmt03553
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TOWN EDUCATIONAL SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt0632
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL TOOLS TO ADVANCE THE ELEMENTARY SCHOOL EDUCATION OF BOXFORD STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026691
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026691
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt08695
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034376
IRS990EZ/TotalProgramServiceExpensesAmt026691
IRS990EZ/TotalRevenueAmt019860
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062538
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01402
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05978
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt049627
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01402
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05978
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014410
IRS990ScheduleA/InvestmentIncomeCYPct00.11380
IRS990ScheduleA/InvestmentIncomePYPct00.10380
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.88620
IRS990ScheduleA/PublicSupportPY509Pct00.89620
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0112165
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027703
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010292
IRS990ScheduleA/Total509Grp/TotalAmt0112165
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0126575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FURTHER EDUCATION OF BOXFORD ELEMENTARY SCHOOLS STUDENTS; ELEMENTARY SCHOOL STUDENTS; BOXFORD PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVESTMENT ADVISORY FEES 294.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES 3259.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAINS ON SECURITIES 1155.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY ESOLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09788873322
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOXFORD ELEMENTARY SCHOOLS TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0BOXF
ReturnHeader/Filer/EIN0043347284
ReturnHeader/Filer/PhoneNum09788873322
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 176
ReturnHeader/Filer/USAddress/CityNm0BOXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001921
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId061E3E55B9C516903229CA847EA5769F2C531939E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E9F01D3E01E0149509416F3285DCD4A0D209F2B3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.233.135.155
ReturnHeader/FilingSecurityInformation/IPDt02017-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:54:13
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Miasserian Plunkett & Stevens
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 First Ave Ste 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Peabody
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001960
ReturnHeader/PreparerPersonGrp/PhoneNum09785389040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID PLUNKETT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-16T09:54:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,624
Liabilities
$0
Net assets
$45,624
Revenue
$19,860
Expenses
$34,376
Net income
-$14,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$46.8$0.00$46.8$20.7$39.8$19.1
2020Detailed filing. Detailed filing data is available for this year.$49.2$0.00$49.2$16.2$29.6$13.4
2019Detailed filing. Detailed filing data is available for this year.$61.6$0.00$61.6$32.3$22.4$9.95
2018Detailed filing. Detailed filing data is available for this year.$52.3$0.00$52.3$22.7$14.9$7.85
2017Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$19.9$34.4$14.5
2016Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$44.0$32.8$11.2
2014Summary only. Only limited summary data is available for this year.$40.8$0.00$30.1$69.3$39.2
2013Summary only. Only limited summary data is available for this year.$78.7$0.00$12.2$24.0$11.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.1$86.1$30.4$20.4$9.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.1$76.1$23.8$28.1$4.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.5$80.5$38.6$34.1$4.57