Collaborative for Regional Educational Services and Training FY2024 filing

Tax-deductible

Andover, MA501(c)(3)Since 1974EducationEIN 04-2597978

The mission of the Collaborative is to serve member school districts in meeting their unique needs in a changing global community through cooperative visionary leadership and coordination of resources and services. Collaborative services maximize efficiency, quality, and equity of educational opportunity.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$926K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $1.1M a year · 5% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$926K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$24.3M
84% of total assets
Concern: liabilities are 84% of assets; over 80%.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$27.0M
+8% vs prior year
Spent
$25.8M
To programs
92%
Net assets
$4.7M
By yearFY2021–FY2024
Revenue
$27.0M
FY2024▲ +8%
Revenue by fiscal year
FY2021$19.3M
FY2022$21.5M
FY2023$25.1M
FY2024$27.0M
FY2024$28.2M
Expenses
$25.8M
FY2024▲ +8%
Expenses by fiscal year
FY2021$17.9M
FY2022$20.9M
FY2023$23.8M
FY2024$25.8M
FY2024$27.3M
Net assets
$4.7M
FY2024▲ +16%
Net assets by fiscal year
FY2021$3.2M
FY2022$3.4M
FY2023$4.0M
FY2024$4.7M
FY2024$5.1M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $23.7M Management & general 8% · $2.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

24 people listed on the 990; $926K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Director of Finance
$126,879Pt VII · Sec A
Program Director
$125,399Pt VII · Sec A
Program Director
$124,353Pt VII · Sec A
Former Executive Director
$120,943Pt VII · Sec A
Supervisor/Teacher
$117,540Pt VII · Sec A
Director of HR
$116,700Pt VII · Sec A
$115,240Pt VII · Sec A
Executive Director
$78,760Pt VII · Sec A

Robert Jokela’s $211K as Executive Director is at the 41st percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021
Robert Jokela$210,759$78,760———
Kim Oliveira——$178,294$182,247$184,557
J Eric Boes$145,085$126,879$112,151$112,623$112,440
William Bryant$139,767$124,353$117,418$112,552$112,525
Bessie Politis$130,466————
Andrea Lyn Holt$126,631————
Jill Graham—$125,399$115,918$117,291$116,988
Dr Elizabeth Conway$122,947$116,700———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps school districts share resources and leadership to improve educational opportunities.

Provided by the organization

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3 program services account for $14.7M of program spending, described in the organization's own filed words · FY2023.
01

Lifeworks

Program to benefit students with disabilities in genuine transitional and vocational experiences for competitive employment and adult lifestyle (Program #220)

$6.9Mprogram expense
02

Lifeways

Programs to benefit special needs students with developmental disabilities and challenging behavior (program #350)

$5.0Mprogram expense
03

Essex Academy Lower School

Program to benefit students whose psychological disorders are deterring them from making effective progress within their regular school setting (program #460)

$2.7Mprogram expense

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By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$27.0M
Ln 12
Fees for servicesLn 2g$23.9M
Gifts and grantsLn 1h$2.8M
Investment incomeLn 3$176K
Money outPt IX
$25.8M
Ln 25
Programscol B$23.7M
Managementcol C$2.1M
Owns and owesPt X
$4.7M
net assets · Ln 32
Cash and savingsLn 1–2$3.5M
Total assetsLn 16$29.0M
LiabilitiesLn 26$24.3M
PeoplePt VI, VII
24
listed · VII A
PaidVII A8
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.8M
Government grantsLn 1e$2.8M
Fees for servicesLn 2g$23.9M
Investment incomeLn 3$176K
Other incomeLn 4–11$12K
Gains on assetsLn 7−$17K
Total revenueLn 12$27.0M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$3.5M
Cash and savings togetherLn 1–2$3.5M
InvestmentsLn 11–13$2.0M
Land, buildings, equipmentLn 10c$21.2M
Other assetsLn 15$865K
Total assetsLn 16$29.0M
LiabilitiesLn 26$24.3M
Net assetsLn 32$4.7M
OperationsPt I, VI
EmployeesI 5434
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$3.4M$3.5M
InvestmentsLn 11–13$1.9M$2.0M
Land, buildings, equipmentLn 10c$21.3M$21.2M
Total assetsLn 16$29.5M$29.0M
LiabilitiesLn 26$25.4M$24.3M
Net assetsLn 32$4.0M$4.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$329K$0$329K$0
Other salaries and wagesLn 7$17.0M$15.9M$1.2M$0
Other employee benefitsLn 9$2.4M$2.1M$231K$0
Payroll taxesLn 10$382K$355K$27K$0
Legal feesLn 11b$6K$0$6K$0
Accounting feesLn 11c$39K$0$39K$0
Other fees for servicesLn 11g$1.9M$1.9M$41K$0
Advertising and promotionLn 12$7K$203$7K$0
Office expensesLn 13$60K$25K$35K$0
OccupancyLn 16$669K$669K$0$0
TravelLn 17$11K$11K$455$0
Conferences, conventions and meetingsLn 19$19K$11K$8K$0
InterestLn 20$319K$319K$0$0
Depreciation, depletion and amortizationLn 22$616K$560K$56K$0
InsuranceLn 23$96K$73K$23K$0
Other expenses (24a–d)Ln 24$1.4M$1.4M$23K$0
All other expensesLn 24e$402K$292K$110K$0
Total functional expensesLn 25$25.8M$23.7M$2.1M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Viewing $27.0M$25.8M$1.2M$4.7M 990 PDF
FY2023 $25.1M$23.8M$1.3M$4.0M 990 PDF
FY2022 $21.5M$20.9M$597K$3.4M 990 PDF
FY2021 $19.3M$17.9M$1.4M$3.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $26,957,555 across 8 lines filed
VIII-1e Government grants$2,814,225
VIII-1f All other contributions, gifts and grants$9,391
VIII-1h Total contributions, gifts and grants$2,823,616
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$23,945,646
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $193,129$193,129
VIII-7 Net gain or loss on sales of assetsRelated to mission −$17,112 · Unrelated business $0 · Excluded from tax $0−$17,112
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,276 · Unrelated business $0 · Excluded from tax $0$12,276
VIII-12 Total revenueRelated to mission $23,940,810 · Unrelated business $0 · Excluded from tax $193,129$26,957,555
Part IX · Statement of functional expenses $25,755,091 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $329,362 · Fundraising $0$329,362
IX-7 Other salaries and wagesPrograms $15,882,850 · Management $1,164,362 · Fundraising $0$17,047,212
IX-9 Other employee benefitsPrograms $2,143,926 · Management $231,362 · Fundraising $0$2,375,288
IX-10 Payroll taxesPrograms $354,753 · Management $26,815 · Fundraising $0$381,568
IX-11b Legal feesPrograms $0 · Management $6,021 · Fundraising $0$6,021
IX-11c Accounting feesPrograms $0 · Management $39,000 · Fundraising $0$39,000
IX-11g Other fees for servicesPrograms $1,892,282 · Management $41,397 · Fundraising $0$1,933,679
IX-12 Advertising and promotionPrograms $203 · Management $6,892 · Fundraising $0$7,095
IX-13 Office expensesPrograms $24,715 · Management $34,894 · Fundraising $0$59,609
IX-16 OccupancyPrograms $669,351 · Management $0 · Fundraising $0$669,351
IX-17 TravelPrograms $10,652 · Management $455 · Fundraising $0$11,107
IX-19 Conferences, conventions and meetingsPrograms $11,219 · Management $7,709 · Fundraising $0$18,928
IX-20 InterestPrograms $318,878 · Management $0 · Fundraising $0$318,878
IX-22 Depreciation, depletion and amortizationPrograms $560,430 · Management $55,573 · Fundraising $0$616,003
IX-23 InsurancePrograms $72,830 · Management $23,042 · Fundraising $0$95,872
IX-24 Other expenses (24a–d)Programs $1,421,664 · Management $22,744 · Fundraising $0$1,444,408
IX-24e All other expensesPrograms $292,103 · Management $109,607 · Fundraising $0$401,710
IX-25 Total functional expensesPrograms $23,655,856 · Management $2,099,235 · Fundraising $0$25,755,091
Part X · Balance sheet $29,023,681 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $0$0
X-2 Savings and temporary cash investmentsStart of year $3,368,313$3,467,906
X-4 Accounts receivableStart of year $1,649,070$1,528,925
X-9 Prepaid expenses and deferred chargesStart of year $6,387$8,827
X-10c Land, buildings and equipment, netStart of year $21,251,439$21,196,353
X-11 Publicly traded securitiesStart of year $1,864,305$1,956,654
X-15 Other assetsStart of year $1,326,878$865,016
X-16 Total assetsStart of year $29,466,392$29,023,681
X-17 Accounts payable and accrued expensesStart of year $702,559$260,330
X-19 Deferred revenueStart of year $0$0
X-25 Other liabilitiesStart of year $9,055,851$8,898,893
X-26 Total liabilitiesStart of year $25,444,819$24,346,293
X-32 Total net assets or fund balancesStart of year $4,021,573$4,677,388
X-33 Total liabilities and net assetsStart of year $29,466,392$29,023,681
Part XI · Reconciliation of net assets $4,677,388 net assets at year end
XI-1 Total revenue$26,957,555
XI-2 Total expenses$25,755,091
XI-3 Revenue less expenses$1,202,464
XI-4 Net assets at start of year$4,021,573
XI-5 Net unrealized gains (losses) on investments−$9,816
XI-9 Other changes in net assets−$536,833
XI-10 Net assets at end of year$4,677,388

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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