Nonprofit · EIN 04-2597978
COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING
Tax-exempt · ANDOVER, MA 01810
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $28,165,641 | $27,272,071 | $893,570 | $30,314,059 | $25,208,197 | $5,105,862 |
| June 30, 2024 | 990 | $26,957,555 | $25,755,091 | $1,202,464 | $29,023,681 | $24,346,293 | $4,677,388 |
| June 30, 2023 | 990 | $25,075,143 | $23,815,659 | $1,259,484 | $29,466,392 | $25,444,819 | $4,021,573 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,506,606
- of which government grants
- $2,505,594
- Program service revenue
- $25,467,536
- Investment income
- $158,047
- Other revenue
- $33,452
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $379,834
- Other salaries and wages
- $17,927,345
- Salaries, compensation and benefits (total)
- $21,398,801
- Professional fundraising fees
- $0
- Legal fees
- $18,601
- Accounting fees
- $47,700
- Occupancy
- $947,504
- Travel
- $11,544
- Depreciation
- $642,708
- Program services (functional)
- $25,151,837
- Management and general (functional)
- $2,120,234
Balance sheet and other
- Total assets, start of year
- $29,023,681
- Total assets, end of year
- $30,314,059
- Total liabilities, end of year
- $25,208,197
- Net assets, end of year
- $5,105,862
- Land, buildings and equipment
- $21,731,153
- Publicly traded securities
- $2,051,336
- Gross receipts
- $28,165,641
- Employees
- 434
- Volunteers
- 10
- Year formed
- 1974
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Robert Jokela | Executive Director Officer | 40 | $210,759 | $326 |
| J Eric Boes | Director of Finance Officer | 40 | $145,085 | $23,672 |
| William Bryant | Program Director Key employee, Highest-paid employee | 40 | $139,767 | $23,670 |
| Bessie Politis | Clinical Director Key employee, Highest-paid employee | 40 | $130,466 | $23,608 |
| Andrea Lyn Holt | Coordinator of Dist. Services and Student Highest-paid employee | 40 | $126,631 | $23,626 |
| Dr Elizabeth Conway | Director of HR Highest-paid employee | 40 | $122,947 | $1,782 |
| Mark Warren | Teacher Highest-paid employee | 40 | $122,589 | $1,900 |
| Justin Bartholomew | Director Trustee or director | 1 | $0 | $0 |
| Ralph Carrero | Director Trustee or director | 1 | $0 | $0 |
| Sean Gallagher | Director Trustee or director | 1 | $0 | $0 |
| Scott Morrison | Director Trustee or director | 1 | $0 | $0 |
| Brian Blake | Director Trustee or director | 1 | $0 | $0 |
| Brian Forget | Director Trustee or director | 1 | $0 | $0 |
| John Lavoie | Director Trustee or director | 1 | $0 | $0 |
| Mago Ferrick | Director Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Magda Parvey | Director Trustee or director | 1 | $0 |
| Liam Skinner | Director Trustee or director | 1 | $0 |
| Michael Harvey | Director Trustee or director | 1 | $0 |
| Elizabeth McAndrews | Director Trustee or director | 1 | $0 |
| Brandi Kwong | Director Trustee or director | 1 | $0 |
| Pamela Lathrop | Director Trustee or director | 1 | $0 |
| Margaret Marotta | Director Trustee or director | 1 | $0 |
| Steven Stone | Chair Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| J Eric Boes | Director of Finance Officer | 40 | $126,879 | $23,425 |
| William Bryant | Program Director Key employee, Highest-paid employee | 40 | $124,353 | $23,653 |
| Jill Graham | Program Director Key employee, Highest-paid employee | 40 | $125,399 | $14,680 |
| Kimberlee Oliveira | Former Executive Director Highest-paid employee, Former | 40 | $120,943 | $11,128 |
| Rachel Trainor | Supervisor/Teacher Highest-paid employee | 40 | $117,540 | $446 |
| Dr Elizabeth Conway | Director of HR Highest-paid employee | 40 | $116,700 | $1,092 |
| Catherine Giles | Teacher Highest-paid employee | 40 | $115,240 | $497 |
| Robert Jokela | Executive Director Officer | 40 | $78,760 | $261 |
| Juan Riveira | Director Trustee or director | 1 | $0 | $0 |
| Justin Bartholomew | Director Trustee or director | 1 | $0 | $0 |
| Sean Gallagher | Director Trustee or director | 1 | $0 | $0 |
| Scott Morrison | Director Trustee or director | 1 | $0 | $0 |
| Brian Blake | Director Trustee or director | 1 | $0 | $0 |
| Brian Forget | Director Trustee or director | 1 | $0 | $0 |
| John Lavoie | Director Trustee or director | 1 | $0 | $0 |
| Margo Ferrick | Director Trustee or director | 1 | $0 | $0 |
| Magda Parvey | Director Trustee or director | 1 | $0 | $0 |
| Liam Skinner | Director Trustee or director | 1 | $0 | $0 |
| Michael Harvey | Director Trustee or director | 1 | $0 | $0 |
| Elizabeth McAndrews | Director Trustee or director | 1 | $0 | $0 |
| Brandi Kwong | Director Trustee or director | 1 | $0 | $0 |
| Margaret Marotta | Director Trustee or director | 1 | $0 | $0 |
| Gregg Gilligan | Director Trustee or director | 1 | $0 | $0 |
| Steven Stone | Chair Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kim Oliveira | Executive Director Officer | 40 | $178,294 | $11,943 |
| William Bryant | Program Director Highest-paid employee | 40 | $117,418 | $23,335 |
| J Eric Boes | Director of Finance Officer | 40 | $112,151 | $23,335 |
| Jill Graham | Program Director Highest-paid employee | 40 | $115,918 | $14,599 |
| Matthew Reera | Teacher Highest-paid employee | 40 | $113,619 | $15,901 |
| Rachel Trainor | Assistant Program Director Highest-paid employee | 40 | $108,204 | $421 |
| Elizabeth Conway | Human Resources Director Highest-paid employee | 40 | $106,801 | $419 |
| Juan Rodriguez | Director Trustee or director | 1 | $0 | $0 |
| Justin Bartholomew | Director Trustee or director | 1 | $0 | $0 |
| Sean Gallagher | Director Trustee or director | 1 | $0 | $0 |
| Scott Morrison | Director Trustee or director | 1 | $0 | $0 |
| Brian Blake | Director Trustee or director | 1 | $0 | $0 |
| Brian Forget | Director Trustee or director | 1 | $0 | $0 |
| John Lavoie | Director Trustee or director | 1 | $0 | $0 |
| Helen Pickard | Director Trustee or director | 1 | $0 | $0 |
| Magda Parvey | Director Trustee or director | 1 | $0 | $0 |
| Carol Jacobs | Director Trustee or director | 1 | $0 | $0 |
| Michael Harvey | Director Trustee or director | 1 | $0 | $0 |
| Elizabeth McAndrews | Director Trustee or director | 1 | $0 | $0 |
| Brandi Kwong | Director Trustee or director | 1 | $0 | $0 |
| Margaret Marotta | Director Trustee or director | 1 | $0 | $0 |
| Joel Boyd | Director Trustee or director | 1 | $0 | $0 |
| Steven Stone | Chair Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 20 SHATTUCK RD, ANDOVER, MA 01810-2451
- Principal officer (990 for 2024)
- Robert Jokela, 20 Shattuck Road, Andover, MA 01810
- Signed the 990
- Robert Jokela, Executive Director
- Phone
- (978) 685-3000
- Website
- www.crestcollaborative.org
- Return prepared by
- FRITZ DEGUGLIELMO LLC
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.
Program accomplishments
- 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)Expenses $3,081,162 · revenue $2,925,834
- Lifeways - Programs to benefit special needs students with developmental disabilities and challenging behavior (program #350)Expenses $5,279,000 · revenue $6,196,100
- Lifeworks - Program to benefit students with disabilities in genuine transitional and vocational experiences for competitive employment and adult lifestyle (Program #220)Expenses $7,708,057 · revenue $9,528,324
- Visions - Program to benefit students with disabilities in genuine transitional and vocational experiences for competitive employment and adult lifestyle (program #200)Expenses $1,537,721 · revenue $311,425
- Food Service - program to provide food to students within the Collaborative (program #150)Expenses $598,159
- Essex Academy Upper School - Program structured to meet the academic and social/emotional needs of young adults grades 9-12 (program #430)Expenses $1,197,649 · revenue $1,001,826
- 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)Expenses $556,706 · revenue $926,851
- Grant Programs Various grants to support programs (Program #701-750)Expenses $68,149 · revenue $779
- EPIC - Programs to benefit special needs students with moderate to severe disabilities including PDD, global developmental delays and communication disorders (program #300)Expenses $2,839,182 · revenue $2,557,899
- Merrimack Academy - Programs to benefit special needs students who experience significant behavioral or psychological problems (program #400)Expenses $2,286,052 · revenue $2,018,498
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2597978
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B28)
- Assets (IRS master file)
- $30,314,059
- Income (IRS master file)
- $28,165,641
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $28,165,641 | $27,272,071 | $30,314,059 | IRS |
| 990 | June 2024 | $26,957,555 | $25,755,091 | $29,023,681 | IRS |
| 990 | June 2023 | $25,075,143 | $23,815,659 | $29,466,392 | XML |
| 990 | June 2022 | $21,491,048 | $20,894,407 | $29,061,456 | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2597978).
Questions about COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING
- What is the EIN of COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING?
- The employer identification number (EIN) of COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING is 04-2597978.
- Is COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING?
- The 990 for the year ended June 30, 2025 names Robert Jokela.
- Who are the officers and directors of COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING?
- The 990 for the year ended June 30, 2025 lists 23 people; 7 received compensation from the organization, the highest $210,759 (Robert Jokela, Executive Director).
- How much revenue does COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES AND TRAINING have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $28,165,641, expenses of $27,272,071 and total assets of $30,314,059 at year end.
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