Civic Intelligence

Boxford Elementary Schools Trust Inc

990EZ • Fiscal year 2019 • EIN 04-3347284

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 09, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$61,639

Up $9,311 (+18%) from 2018

Net Assets

Up

$61,639

Up $9,311 (+18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$32,324

Up $9,583 (+42%) from 2018

Expenses

Up

$22,373

Up $7,483 (+50%) from 2018

Net Income

Up

$9,951

Up $2,100 (+27%) from 2018

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

2019

Assets$61,639
Liabilities$0
Net Assets$61,639

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

2019

Revenue$32,324
Expenses$22,373
Net Income$9,951
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 9, 2019
Return Version
2018v3.1
Gross Receipts
$35,901
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

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL TOOLS TO ADVANCE THE ELEMENTARYSCHOOL EDUCATION OF BOXFORD, MASSACHUSETTS STUDENTS$21,819$21,819
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI ELLARDPresidentPT$0--
SUSAN ROTHSCHILD-LAMBERTTreasurerPT$0--
TONI SCHICKOLOVICHSecretaryPT$0--
MARLENE MUGGEDirectorPT$0--
CHRISTINE SHEEHANDirectorPT$0--
MARY BERNIERDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Homes Tour$26,905$26,905$1,485$25,420
None----
Total Events$26,905$26,905$1,485$25,420
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
Susan Rothschild-lambert
Title
Treasurer
Phone
9785619222
Signed
2019-12-09
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 spofford road, boxford, ma, 01921; none, 21819.

Form 990EZ, Part I, Line 16

WEBSITE HOSTING 80.

Form 990EZ, Part I, Line 16

FILING FEES 50.

Form 990EZ, Part I, Line 20

Unrealized loss on investments -640.

Raw XML Appendix206 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/USAddress/AddressLine1Txt0PO BOX 176
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOXFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0019210176
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEIDI ELLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN ROTHSCHILD-LAMBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TONI SCHICKOLOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARLENE MUGGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE SHEEHAN
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/OtherChangesInNetAssetsAmt0-640
IRS990EZ/OtherExpensesTotalAmt0130
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
IRS990EZ/PrintingPublicationsPostageAmt029
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL TOOLS TO ADVANCE THE ELEMENTARYSCHOOL EDUCATION OF BOXFORD, MASSACHUSETTS STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021819
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021819
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0303
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03262
IRS990EZ/SpecialEventsNetIncomeLossAmt028320
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022373
IRS990EZ/TotalProgramServiceExpensesAmt021819
IRS990EZ/TotalRevenueAmt032324
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bestforboxford.org
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02516
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07326
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052963
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01223
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01609
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01402
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06575
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031582
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt091118
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01223
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0841
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01609
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01402
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06575
IRS990ScheduleA/InvestmentIncomeCYPct00.04360
IRS990ScheduleA/InvestmentIncomePYPct00.08340
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.95640
IRS990ScheduleA/PublicSupportPY509Pct00.91660
IRS990ScheduleA/PublicSupportTotal509Amt0144081
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027703
IRS990ScheduleA/Total509Grp/TotalAmt0144081
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0150656
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01485
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOMES TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NONE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026905
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01485
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FURTHER EDUCATION OF BOXFORD ELEMENTARY SCHOOL STUDENTS; STUDENTS; BOXFORD PUBLIC SCHOOLS: 31 SPOFFORD ROAD, BOXFORD, MA, 01921; NONE, 21819.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE HOSTING 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FILING FEES 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED LOSS ON INVESTMENTS -640.
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 20
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN ROTHSCHILD-LAMBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09785619222
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-09
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.89.201.101
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm003:19:30
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/PreparationDt02020-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY F HAGAN CPA
ReturnHeader/ReturnTs02020-07-13T03:19:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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Filings