Collaborative for Regional Educational Services and Training
Nonprofit profile at a glance
- EIN
- 042597978
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Andover, MA, USA
- Phone
- 9786853000
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Specialized Education Institutions
Reported finances
- Revenue
- $28,165,641
- Expenses
- $27,272,071
- Assets
- $30,314,059
- Liabilities
- $25,208,197
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
23 people listed
Executive titles in this filing
- Robert Jokela (Executive Director)
Highest reported compensation
- Robert Jokela (Executive Director): $211,085 total reported compensation
- J Eric Boes (Director of Finance): $168,757 total reported compensation
- William Bryant (Program Director): $163,437 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
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.
What it reported doing in 2024
District Services - Program structured to meet the academic and social/emotional needs of young adults by providing them with in-home services and services to school districts (program #520/700)
Operating model
- Revenue model
- Earned-program. 90% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 60
- Accountability: 95
- Sustainability: 42
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 88.8%; rating input score 89
- Program expense ratio: 92.2%; rating input score 92
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 3.2%; rating input score 47; 47th percentile among comparable filings
- Total-asset coverage ratio: 1.11; rating input score 40; 40th percentile among comparable filings
- Liabilities to assets ratio: 0.83; rating input score 13; 13th percentile among comparable filings
- Officer compensation ratio: 4%; rating input score 59; 59th percentile among comparable filings
Growth
- Program expense growth: 9.9% per year; rating input score 100; 70th percentile among comparable filings
- Revenue growth: 4.5% per year; rating input score 100; 39th percentile among comparable filings
- Asset growth: 7.9% per year; rating input score 100; 55th percentile among comparable filings
Details
- Where the money goes: 88.8% of revenue deployed · 92.2% of spending went to programs
- Governance: 16 of 16 board members independent · 8 of 9 filing controls reported
- Programs: 10 filed program accomplishments · $25.2M in reported program spending
- Leadership: top reported pay $211K · 23 people listed · 0 of 6 pay-setting controls reported
- Consistency: 29 of 30 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes executive pay
- Filing history: 7 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 7 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Moderate — Sustainability: Operating margin scored 47/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
- Moderate — Transparency & Controls: Schedule D expense reconciliation did not reconcile in the filed values.
- High — Sustainability: Liabilities to assets ratio scored 13/100.
- Review — Sustainability: Officer compensation ratio scored 59/100.