Civic Intelligence

Boxford Elementary Schools Trust Inc

990EZ • Fiscal year 2020 • EIN 04-3347284

Sep 01, 2019 to Aug 31, 2020 • Filed on May 14, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-83%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-50%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$49,240

Down $12,399 (-20%) from 2019

Net Assets

Down

$49,240

Down $12,399 (-20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$16,180

Down $16,144 (-50%) from 2019

Expenses

Up

$29,595

Up $7,222 (+32%) from 2019

Net Income

Down

-$13,415

Down $23,366 (-235%) from 2019

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

2020

Assets$49,240
Liabilities$0
Net Assets$49,240

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

2020

Revenue$16,180
Expenses$29,595
Net Income-$13,415
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
May 14, 2021
Return Version
2019v5.1
Gross Receipts
$17,417
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$28,366$28,366
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--
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
2021-05-14
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, 28366.

Form 990EZ, Part I, Line 16

WEBSITE HOSTING 567.

Form 990EZ, Part I, Line 16

FILING FEES 15.

Form 990EZ, Part I, Line 16

SUPPLIES 202.

Form 990EZ, Part I, Line 20

Unrealized gain on investments 1016.

Raw XML Appendix191 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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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/OtherChangesInNetAssetsAmt01016
IRS990EZ/OtherExpensesTotalAmt0784
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/PrintingPublicationsPostageAmt028
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028366
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0240
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0994
IRS990EZ/SpecialEventsNetIncomeLossAmt06714
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029595
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IRS990EZ/TotalRevenueAmt016180
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bestforboxford.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036420
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01263
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01223
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0841
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01609
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012835
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt095872
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01263
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01223
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06436
IRS990ScheduleA/InvestmentIncomeCYPct00.04640
IRS990ScheduleA/InvestmentIncomePYPct00.04360
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.95360
IRS990ScheduleA/PublicSupportPY509Pct00.95640
IRS990ScheduleA/PublicSupportTotal509Amt0132292
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015914
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019019
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042378
IRS990ScheduleA/Total509Grp/TotalAmt0132292
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0138728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FURTHER EDUCATION OF BOXFORD ELEMENTARY SCHOOL STUDENTS; STUDENTS; BOXFORD PUBLIC SCHOOLS: 31 SPOFFORD ROAD, BOXFORD, MA, 01921; NONE, 28366.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE HOSTING 567.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FILING FEES 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES 202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN ON INVESTMENTS 1016.
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN ROTHSCHILD-LAMBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09785619222
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
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/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/PreparationDt02021-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy F Hagan CPA
ReturnHeader/ReturnTs02021-06-16T08:09:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

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Filings