Civic Intelligence

Birches School Inc.

990 • Fiscal year 2016 • EIN 45-4488863

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 31, 2016

Organization Profilewww.birchesschool.org

View Organization Page

PO Box 237Lincoln, MA 01773

(617) 461-6993

Siviq Scores

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

Liabilities / Assets

74th percentile

0.26x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.19x

Higher debt load relative to revenue than 73% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$63,392

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

91st percentile

61%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

43%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$586,254

Up $222,834 (+61%) from 2015

Net Assets

Up

$433,542

Up $163,594 (+61%) from 2015

Liabilities

Up

$152,712

Up $59,240 (+63%) from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin79th percentile

Revenue

Up

$809,112

Up $243,780 (+43%) from 2015

Expenses

Up

$645,518

Up $238,836 (+59%) from 2015

Net Income

Up

$163,594

Up $4,944 (+3.1%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $20,958Liabilities 2012: $33,5652012Assets 2013: $69,134Liabilities 2013: $60,913Net Assets 2013: $8,2212013Assets 2014: $192,473Liabilities 2014: $81,175Net Assets 2014: $111,2982014Assets 2015: $363,420Liabilities 2015: $93,472Net Assets 2015: $269,9482015Assets 2016: $586,254Liabilities 2016: $152,712Net Assets 2016: $433,5422016Assets 2017: $3,829,144Liabilities 2017: $317,287Net Assets 2017: $3,511,8572017Assets 2018: $4,587,787Liabilities 2018: $1,024,993Net Assets 2018: $3,562,7942018Assets 2019: $4,644,906Liabilities 2019: $1,109,923Net Assets 2019: $3,534,9832019Assets 2020: $4,842,165Liabilities 2020: $1,194,755Net Assets 2020: $3,647,4102020Assets 2021: $5,169,668Liabilities 2021: $1,306,073Net Assets 2021: $3,863,5952021Assets 2022: $6,091,019Liabilities 2022: $2,198,683Net Assets 2022: $3,892,3362022Assets 2023: $6,189,768Liabilities 2023: $2,040,206Net Assets 2023: $4,149,5622023Assets 2024: $6,151,565Liabilities 2024: $2,016,136Net Assets 2024: $4,135,4292024Assets 2025: $6,230,027Liabilities 2025: $1,885,002Net Assets 2025: $4,345,0252025

Highlighted filing

2016

Assets$586,254
Liabilities$152,712
Net Assets$433,542
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $78,559Expenses 2012: $91,166Net Income 2012: -$12,6072012Revenue 2013: $137,375Expenses 2013: $116,548Net Income 2013: $20,8272013Revenue 2014: $367,791Expenses 2014: $264,715Net Income 2014: $103,0762014Revenue 2015: $565,332Expenses 2015: $406,682Net Income 2015: $158,6502015Revenue 2016: $809,112Expenses 2016: $645,518Net Income 2016: $163,5942016Revenue 2017: $3,979,909Expenses 2017: $901,594Net Income 2017: $3,078,3152017Revenue 2018: $1,013,427Expenses 2018: $962,490Net Income 2018: $50,9372018Revenue 2019: $1,091,160Expenses 2019: $1,118,971Net Income 2019: -$27,8112019Revenue 2020: $1,507,293Expenses 2020: $1,335,078Net Income 2020: $172,2152020Revenue 2021: $1,915,418Expenses 2021: $1,699,233Net Income 2021: $216,1852021Revenue 2022: $2,463,626Expenses 2022: $2,434,885Net Income 2022: $28,7412022Revenue 2023: $2,740,606Expenses 2023: $2,483,380Net Income 2023: $257,2262023Revenue 2024: $2,411,993Expenses 2024: $2,426,126Net Income 2024: -$14,1332024Revenue 2025: $2,631,930Expenses 2025: $2,422,334Net Income 2025: $209,5962025

Highlighted filing

2016

Revenue$809,112
Expenses$645,518
Net Income$163,594
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 31, 2016
Return Version
2015v2.1
Gross Receipts
$816,043
Mission and Program Overview

Mission

Birches school is an independent, co-educational kindergarten through 8th grade school offering rigorous, interdisciplinary academics within a mindful, nurturing environment.

Birches school is an elementary school inspired by the principles of reggio emilia, but adapted to meet the needs of the 21st century education by combining individualized, child-centered, multi-age teaching with intelligently applied technology and a focus on nature and the arts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$175,333$326,059▲ $150,726
Cash and Non-Interest-Bearing Accounts$185,056$254,789▲ $69,733
Prepaid Expenses and Deferred Charges$2,531$4,566▲ $2,035
Accounts Receivable-$340-
Total Assets$363,420$586,254▲ $222,834
Other Assets Total$500$500→ $0
Liabilities
Deferred Revenue$80,012$117,970▲ $37,958
Accounts Payable and Accrued Expenses$8,712$29,845▲ $21,133
Other Liabilities$4,748$4,897▲ $149
Total Liabilities$93,472$152,712▲ $59,240
Net Assets / Fund Balance
Unrestricted Net Assets$269,048$432,642▲ $163,594
Temporarily Rstr Net Assets$900$900→ $0
Total Net Assets Fund Balance$269,948$433,542▲ $163,594
Total Liabilities and Net Assets / Fund Balance$363,420$586,254▲ $222,834
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rachel AlbertTreasurer/cfaoFT$63,392$63,392

Board Members and Trustees

NameTitle
Elizabeth ten GrotenhuisPresident
Merton FlemingsClerk/director
Ann KaniaDirector
Christopher MageeDirector
David SpencerDirector
Frederique BeginDirector
Kathleen DorkinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$101,922
Program Service Revenue
$684,815
Investment Income
$724
Other Revenue
$21,651
All Other Contributions
$101,922
Change in Net Assets
$163,594
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$490,866
Other Expenses$154,652
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$333,787$96,385-$430,172
Payroll Taxes$32,274$7,373-$39,647
Fees for Services Accounting-$27,820-$27,820
Office Expenses$20,084$6,364-$26,448
Other Employee Benefits$15,361$462-$15,823
Fees for Services Other-$11,639-$11,639
Insurance-$11,568-$11,568
Fees for Services Legal-$11,409-$11,409
All Other Expenses$3,846$3,420-$7,266
Pension Plan Contributions$5,224--$5,224
Advertising-$3,319-$3,319
Other Expenses$2,929$3,397-$2,929
Conferences and Meetings-$1,858-$1,858
Total Functional Expenses$457,191$188,327$0$645,518
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,582
Fundraising Direct Expenses$6,931
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Gala$27,447$27,447$1,549$25,898
Total Events$28,582$28,582$6,931$21,651
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$4,897
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Line 2 explanation - Cecily Wardell is the daughter of Merton Flemings and Elizabeth ten Grotenhuis. Merton Flemings and Elizabeth ten Grotenhuis are married and both are directors.”

Form 990, Part VI, Section B, line 11

“Line 11a explanation - A copy of Form 990 was provided to the Organization's board for review. After the board approved the return, the Treasurer signed and filed the return.”

Form 990, Part VI, Section C, line 19

“All information is available to the public upon their request.”

Filing and Contact Details

Filer

Filer Name
Birches School Inc
EIN
45-4488863
Phone
6174616993
Address
PO Box 237, Lincoln, MA 01773

Signing Officer

Name
Rachel Albert
Title
Treasurer
Phone
6174616993
Signed
2016-10-31
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
14
Volunteers
7

Preparer

Firm
Colonial Bookkeeping & Tax Inc
Address
57 Main Street 2nd Floor, Concord, MA 01742
Preparer
Laura Lech
Phone
5085232505
Supplemental Narrative

Additional Explanations

Part XII Line 2C

“The organization's revenue in for the year ended june 30, 2014 was less than $500,000. Because of this the state of massachusetts only required a review of the financial statements. However, for the years eneded june 30, 2015 and 2016 a audit has been required because review is above the $500,000 mark.”

Financial Statement Notes

Part X Line 25 Column A

“Credit card payable in the amount of $4,748 for the year ended june 30, 2015”

Part X Line 25 Column B

“Credit card payable in the amount of $4,897 for the year ended june 30, 2016”

Raw XML AppendixShowing 400 of 412 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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IRS990/ActivityOrMissionDesc0BIRCHES SCHOOL IS AN ELEMENTARY SCHOOL INSPIRED BY THE PRINCIPLES OF REGGIO EMILIA, BUT ADAPTED TO MEET THE NEEDS OF THE 21ST CENTURY EDUCATION BY COMBINING INDIVIDUALIZED, CHILD-CENTERED, MULTI-AGE TEACHING WITH INTELLIGENTLY APPLIED TECHNOLOGY AND A FOCUS ON NATURE AND THE ARTS.
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IRS990/MissionDesc0Birches School is an elementary school inspired by the principles of Reggio Emilia, but adapted to meet the needs of the 21st century education by combining individualized, child-centered, multi-age teaching with intelligently applied technology and a focus on nature and the arts. Within our emergent curriculum, students become strong collaborators, flexible thinkers, and effective problem solvers positioned to thrive in our world. Students, teachers, and parents form a mutually supportive community that bolsters classroom, local and global citizenship.
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IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0163594
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0684815
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0175333
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0326059
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04897
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card Payable
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CREDIT CARD PAYABLE IN THE AMOUNT OF $4,748 FOR THE YEAR ENDED JUNE 30, 2015
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD PAYABLE IN THE AMOUNT OF $4,897 FOR THE YEAR ENDED JUNE 30, 2016
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X LINE 25 COLUMN A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X LINE 25 COLUMN B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt04897
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
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
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06931
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03308
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027447
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028582
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027447
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028582
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021651
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01924
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03473
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01549
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0150
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0150
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 2 explanation - Cecily Wardell is the daughter of Merton Flemings and Elizabeth ten Grotenhuis. Merton Flemings and Elizabeth ten Grotenhuis are married and both are directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 11a explanation - A copy of Form 990 was provided to the Organization's board for review. After the board approved the return, the Treasurer signed and filed the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All information is available to the public upon their request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S REVENUE IN FOR THE YEAR ENDED JUNE 30, 2014 WAS LESS THAN $500,000. BECAUSE OF THIS THE STATE OF MASSACHUSETTS ONLY REQUIRED A REVIEW OF THE FINANCIAL STATEMENTS. HOWEVER, FOR THE YEARS ENEDED JUNE 30, 2015 AND 2016 A AUDIT HAS BEEN REQUIRED BECAUSE REVIEW IS ABOVE THE $500,000 MARK.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0900
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0900
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0363420
IRS990/TotalAssetsEOYAmt0586254
IRS990/TotalAssetsGrp/BOYAmt0363420
IRS990/TotalAssetsGrp/EOYAmt0586254
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0101922
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0188327
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0457191
IRS990/TotalFunctionalExpensesGrp/TotalAmt0645518
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt093472
IRS990/TotalLiabilitiesEOYAmt0152712
IRS990/TotalLiabilitiesGrp/BOYAmt093472
IRS990/TotalLiabilitiesGrp/EOYAmt0152712
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0269948
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0433542
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0457191
IRS990/TotalProgramServiceRevenueAmt0684815
IRS990/TotalReportableCompFromOrgAmt063392
IRS990/TotalRevenueGrp/ExclusionAmt021651
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0685539
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0809112
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0363420
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0586254
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0269048
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0432642
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 237
IRS990/USAddress/CityNm0Lincoln
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001773
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.birchesschool.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL ALBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06174616993
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Birches School Inc
ReturnHeader/Filer/BusinessNameControlTxt0BIRC
ReturnHeader/Filer/EIN0454488863
ReturnHeader/Filer/PhoneNum06174616993
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 237
ReturnHeader/Filer/USAddress/CityNm0Lincoln
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001773
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452445345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Colonial Bookkeeping & Tax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt057 Main Street 2nd Floor

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$586,254
Liabilities
$152,712
Net assets
$433,542
Revenue
$809,112
Expenses
$645,518
Net income
$163,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.23$1.89$4.35$2.63$2.42$0.21
2024Detailed filing. Detailed filing data is available for this year.$6.15$2.02$4.14$2.41$2.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.19$2.04$4.15$2.74$2.48$0.26
2022Detailed filing. Detailed filing data is available for this year.$6.09$2.20$3.89$2.46$2.43$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.17$1.31$3.86$1.92$1.70$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.84$1.19$3.65$1.51$1.34$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.64$1.11$3.53$1.09$1.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.59$1.02$3.56$1.01$0.96$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.83$0.32$3.51$3.98$0.90$3.08
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.15$0.43$0.81$0.65$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.09$0.27$0.57$0.41$0.16
2014Summary only. Only limited summary data is available for this year.$0.19$0.08$0.11$0.37$0.26$0.10
2013Summary only. Only limited summary data is available for this year.$0.07$0.06$0.01$0.14$0.12$0.02
2012Summary only. Only limited summary data is available for this year.$0.02$0.03$0.08$0.09$0.01