Civic Intelligence

Oxbow Schoolhouse Inc

990 • Fiscal year 2016 • EIN 27-0301965

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 21, 2017

Organization ProfileWWW.OXBOWSCHOOLHOUSE.ORG
270 Barnum RoadDevens, MA 01434

(978) 772-9500

Siviq Scores

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

Liabilities / Assets

97th percentile

1.74x

Higher debt load relative to assets than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.27x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$19,773

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

8th percentile

-51%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

1.8%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$34,793

Down $36,828 (-51%) from 2015

Net Assets

Down

-$25,875

Down $29,937 (-737%) from 2015

Liabilities

Down

$60,668

Down $6,891 (-10%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin20th percentile

Revenue

Up

$222,713

Up $3,984 (+1.8%) from 2015

Expenses

Up

$252,650

Up $10,596 (+4.4%) from 2015

Net Income

Down

-$29,937

Down $6,612 (-28%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$200K$150K$100K$50K$0-$50KAssets 2012: $94,477Liabilities 2012: $100,798Net Assets 2012: -$6,3212012Assets 2013: $148,984Liabilities 2013: $160,427Net Assets 2013: -$11,4432013Assets 2014: $88,537Liabilities 2014: $61,150Net Assets 2014: $27,3872014Assets 2015: $71,621Liabilities 2015: $67,559Net Assets 2015: $4,0622015Assets 2016: $34,793Liabilities 2016: $60,668Net Assets 2016: -$25,8752016Assets 2017: $11,962Liabilities 2017: $36,647Net Assets 2017: -$24,6852017Assets 2018: $59,014Liabilities 2018: $70,680Net Assets 2018: -$11,6662018Assets 2019: $29,784Liabilities 2019: $8,281Net Assets 2019: $21,5032019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$34,793
Liabilities$60,668
Net Assets-$25,875
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

$400K$200K$0-$200KRevenue 2012: $113,284Expenses 2012: $110,027Net Income 2012: $3,2572012Revenue 2013: $147,963Expenses 2013: $152,859Net Income 2013: -$4,8962013Revenue 2014: $236,381Expenses 2014: $197,551Net Income 2014: $38,8302014Revenue 2015: $218,729Expenses 2015: $242,054Net Income 2015: -$23,3252015Revenue 2016: $222,713Expenses 2016: $252,650Net Income 2016: -$29,9372016Revenue 2017: $298,042Expenses 2017: $296,852Net Income 2017: $1,1902017Revenue 2018: $251,628Expenses 2018: $238,609Net Income 2018: $13,0192018Revenue 2019: $381,631Expenses 2019: $348,459Net Income 2019: $33,1722019Revenue 2020: $45Expenses 2020: $12,729Net Income 2020: -$12,6842020

Highlighted filing

2016

Revenue$222,713
Expenses$252,650
Net Income-$29,937
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 21, 2017
Return Version
2015v3.0
Gross Receipts
$223,732
Mission and Program Overview

Mission

To educate elementary school age children in a waldorf inspired community setting; to offer educational opportunity to students' families and the public with a focus on child development and elementary education

Education of elementary school age children in waldorf inspired community school setting. Providing educational opportunities to students' families and the public with a focus on child development and elementary education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$61,376$20,360▼ $41,016
Accounts Receivable$8,255$11,371▲ $3,116
Land, Buildings, and Equipment, Net$1,025$2,197▲ $1,172
Prepaid Expenses and Deferred Charges$965$865▼ $100
Total Assets$71,621$34,793▼ $36,828
Liabilities
Other Liabilities$58,624$50,656▼ $7,968
Accounts Payable and Accrued Expenses$8,935$10,012▲ $1,077
Total Liabilities$67,559$60,668▼ $6,891
Net Assets / Fund Balance
Unrestricted Net Assets$4,062$-25,875▼ $29,937
Total Net Assets Fund Balance$4,062$-25,875▼ $29,937
Total Liabilities and Net Assets / Fund Balance$71,621$34,793▼ $36,828

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,197$3,896$6,093
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Amy HilbertDirector, TeacherFT$19,773$19,773
Lisa LangevinTreasurer/administratorPT$11,115$11,115

Board Members and Trustees

NameTitle
Patrick FredericksenPresident
Craig R HansonDirector
Deb MerriamDirector
Sarah KleinDirector
Vanessa StrongDirector
Holly KuzdzalSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,011
Program Service Revenue
$203,560
Investment Income
$0
Other Revenue
$9,142
All Other Contributions
$10,011
Change in Net Assets
$-29,937

Audited Revenue Reconciliation

Revenue per Audited Statements
$222,713
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$222,713
Total Revenue per Form 990
$222,713
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$181,611
Other Expenses$71,039
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$131,586--$131,586
Current Officers, Directors, Trustees, and Key Employees$31,275--$31,275
Occupancy$28,240--$28,240
Payroll Taxes$17,376--$17,376
Office Expenses$14,298$2,485-$16,783
Insurance-$5,758-$5,758
Fees for Services Accounting-$5,025-$5,025
Fees for Services Other$828$1,136-$1,964
Other Employee Benefits$1,374--$1,374
Other Expenses$1,095--$1,095
All Other Expenses$308$360-$668
Depreciation Depletion$407--$407
Advertising-$182-$182
Total Functional Expenses$237,704$14,946$0$252,650

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$252,650
Total Expenses per Audited Statements$252,650
Total Expenses per Form 990$252,650
Expenses Not Reported on Financial Statements$0
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
Fundraising Gross Income$10,161
Fundraising Direct Expenses$1,019
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Tuition$45,390
Accrued Expenses$5,025
Other Liabilities$241
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Board members review a draft of the tax return and approve before filing.”

Form 990, Part VI, Section B, Line 12C

“Annually at the september board meeting, conflict of interest policies are reviewed and signed by all board members.”

Form 990, Part VI, Section B, Line 15B

“We review other area waldorf school's average salaries and awsna annual report salary reports.”

Form 990, Part VI, Section C, Line 19

“Documents are available to review upon request”

Filing and Contact Details

Filer

Filer Name
Oxbow Schoolhouse Inc
EIN
27-0301965
Phone
9787729500
Address
270 BARNUM ROAD, DEVENS, MA 01434

Signing Officer

Name
Patrick Fredericksen
Title
President
Phone
9784860932
Signed
2017-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Fredericksen
Formed
2009
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
6
Employees
12
Volunteers
30

Preparer

Firm
Stowbrook Business Services LLC
Address
636 GREAT RD PO BOX 256, STOW, MA 01775-0256
Preparer
John F Dwyer
Phone
9788974632
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change from prior year.”

Raw XML Appendix388 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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IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THROUGH LOCAL NEWSPAPER AND SCHOOL BROCHURE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW A DRAFT OF THE TAX RETURN AND APPROVE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY AT THE SEPTEMBER BOARD MEETING, CONFLICT OF INTEREST POLICIES ARE REVIEWED AND SIGNED BY ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WE REVIEW OTHER AREA WALDORF SCHOOL'S AVERAGE SALARIES AND AWSNA ANNUAL REPORT SALARY REPORTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE TO REVIEW UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt071621
IRS990/TotalAssetsEOYAmt034793
IRS990/TotalAssetsGrp/BOYAmt071621
IRS990/TotalAssetsGrp/EOYAmt034793
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010011
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014946
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0237704
IRS990/TotalFunctionalExpensesGrp/TotalAmt0252650
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt067559
IRS990/TotalLiabilitiesEOYAmt060668
IRS990/TotalLiabilitiesGrp/BOYAmt067559
IRS990/TotalLiabilitiesGrp/EOYAmt060668
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04062
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-25875
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0237704
IRS990/TotalProgramServiceRevenueAmt0203560
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09142
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0203560
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0222713
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt071621
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034793
IRS990/TotReportableCompRltdOrgAmt030888
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04062
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-25875
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt018 BEAVER BROOK ROAD
IRS990/USAddress/CityNm0LITTLETON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001460
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.OXBOWSCHOOLHOUSE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK FREDERICKSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09784860932
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OXBOW SCHOOLHOUSE INC
ReturnHeader/Filer/BusinessNameControlTxt0OXBO
ReturnHeader/Filer/EIN0270301965
ReturnHeader/Filer/PhoneNum09787729500
ReturnHeader/Filer/USAddress/AddressLine1Txt0270 BARNUM ROAD
ReturnHeader/Filer/USAddress/CityNm0DEVENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001434
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043532653
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOWBROOK BUSINESS SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0636 GREAT RD PO BOX 256
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0017750256
ReturnHeader/PreparerPersonGrp/PhoneNum09788974632
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F DWYER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-21T10:23:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,793
Liabilities
$60,668
Net assets
-$25,875
Revenue
$222,713
Expenses
$252,650
Net income
-$29,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.08$0.22$3.82$3.48$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.71$0.12$2.52$2.39$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.37$0.25$2.98$2.97$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.61$0.26$2.23$2.53$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.68$0.04$2.19$2.42$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.61$0.27$2.36$1.98$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$1.60$0.11$1.48$1.53$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$1.01$0.06$1.13$1.10$0.03