Civic Intelligence

Boxford Elementary Schools Trust Inc

990EZ • Fiscal year 2018 • EIN 04-3347284

Sep 01, 2017 to Aug 31, 2018 • Filed on Oct 22, 2018

PO Box 176Boxford, MA 01921-0176

(978) 561-9222

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$52,328

Up $6,704 (+15%) from 2017

Net Assets

Up

$52,328

Up $6,704 (+15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$22,741

Up $2,881 (+15%) from 2017

Expenses

Down

$14,890

Down $19,486 (-57%) from 2017

Net Income

Up

$7,851

Up $22,367 (+154%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$52,328
Liabilities$0
Net Assets$52,328

Operations Trend

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

2018

Revenue$22,741
Expenses$14,890
Net Income$7,851
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Oct 22, 2018
Return Version
2017v2.2
Gross Receipts
$25,484
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

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 improvement in our schools.

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL TOOLS TO ADVANCE THE ELEMENTARY SCHOOL EDUCATION OF BOXFORD, MASSACHUSETTS STUDENTS$13,831$13,831
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI ELLARDPresidentPT$0--
EMILY ESOLENTreasurerPT$0--
BETH SANTARPIOSecretaryPT$0--
MARLENE MUGGEDirectorPT$0--
TONI SHICKOLOVICHDirectorPT$0--
MARY BERNIERDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Boxford Elementary Schools Trust Inc
EIN
04-3347284
Phone
9785619222
Address
PO BOX 176, BOXFORD, MA 01921-0176

Signing Officer

Name
Emily Esolen
Title
Treasurer
Phone
9785619222
Signed
2018-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Bernard Johnson & Company Pc
Address
15 MAIN STREET, TOPSFIELD, MA 01983
Preparer
Timothy F Hagan CPA
Phone
9788872220
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Further education of boxford elementary school students; students; boxford public schools: 31 spoffo

Form 990EZ, Part I, Line 16

WEBSITE HOSTING 80.

Form 990EZ, Part I, Line 16

FILING FEES 50.

Form 990EZ, Part I, Line 16

SUPPLIES 26.

Form 990EZ, Part I, Line 20

Unrealized loss on investments -1147.

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0EMILY ESOLEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09788877397
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04 UPTON LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOXFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0019212655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045624
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052328
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08048
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02121
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07851
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0810
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045624
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052328
IRS990EZ/FundraisingGrossIncomeAmt012835
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01257
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013831
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt025484
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01223
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045624
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052328
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045624
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052328
IRS990EZ/OccupancyRentUtltsAndMaintAmt082
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt57.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEIDI ELLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY ESOLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH SANTARPIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARLENE MUGGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TONI SHICKOLOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY BERNIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1147
IRS990EZ/OtherExpensesTotalAmt0156
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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 IMPROVEMENT IN OUR SCHOOLS.
IRS990EZ/PrintingPublicationsPostageAmt011
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL TOOLS TO ADVANCE THE ELEMENTARY SCHOOL EDUCATION OF BOXFORD, MASSACHUSETTS STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013831
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013831
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt03378
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0622
IRS990EZ/SpecialEventsNetIncomeLossAmt012213
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014890
IRS990EZ/TotalProgramServiceExpensesAmt013831
IRS990EZ/TotalRevenueAmt022741
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bestforboxford.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt068879
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01223
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0841
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01609
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01402
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07030
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012835
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt064201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01223
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0841
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01609
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01402
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012105
IRS990ScheduleA/InvestmentIncomeCYPct00.08340
IRS990ScheduleA/InvestmentIncomePYPct00.11380
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.91660
IRS990ScheduleA/PublicSupportPY509Pct00.88620
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0133080
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019019
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027703
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023097
IRS990ScheduleA/Total509Grp/TotalAmt0133080
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0145185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FURTHER EDUCATION OF BOXFORD ELEMENTARY SCHOOL STUDENTS; STUDENTS; BOXFORD PUBLIC SCHOOLS: 31 SPOFFO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE HOSTING 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FILING FEES 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED LOSS ON INVESTMENTS -1147.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY ESOLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09785619222
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOXFORD ELEMENTARY SCHOOLS TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0BOXF
ReturnHeader/Filer/EIN0043347284
ReturnHeader/Filer/PhoneNum09785619222
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 176
ReturnHeader/Filer/USAddress/CityNm0BOXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0019210176
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07CA5D16E38CA3BE13EF806B050278A57475A8ABA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07CA5D16E38CA3BE13EF806B050278A57475A8ABA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.89.201.101
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:07:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD JOHNSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOPSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001983
ReturnHeader/PreparerPersonGrp/PhoneNum09788872220
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY F HAGAN CPA
ReturnHeader/ReturnTs02018-11-05T08:07:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

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Filings