Collaborative for Regional Educational Services and Training
Donations deductibleCollaborative for Regional Educational Services and Training's network
16 people14 organisationsi16 people and 14 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (14) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 16 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Steven Stone Chair | Chair | 2021 | 5 yrs |
| Brandi Kwong | Director | 2021 | 5 yrs |
| Brian Blake | Director | 2021 | 5 yrs |
| Brian Forget | Director | 2021 | 5 yrs |
| Carol Jacobs | Director | 2021 | 5 yrs |
| Elizabeth McAndrews | Director | 2021 | 5 yrs |
| Helen Pickard | Director | 2021 | 5 yrs |
| Joel Boyd | Director | 2021 | 5 yrs |
| John Lavoie | Director | 2021 | 5 yrs |
| Juan Rodriguez | Director | 2023 | 3 yrs |
| Justin Bartholomew | Director | 2021 | 5 yrs |
| Magda Parvey | Director | 2022 | 4 yrs |
| Margaret Marotta | Director | 2021 | 5 yrs |
| Michael Harvey | Director | 2021 | 5 yrs |
| Scott Morrison | Director | 2021 | 5 yrs |
| Sean Gallagher | Director | 2021 | 5 yrs |
Officers and senior leadership
8 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Elizabeth Conway | Human Resources Director | 2023 |
| J Eric Boes | Director of Finance | since 2021 |
| Jill Graham | Program Director | since 2021 |
| Kelly Phillips | Teacher | since 2021 |
| Kim Oliveira | Executive Director | since 2021 |
| Matthew Reera | Teacher | 2023 |
| Rachel Trainor | Assistant Program Director | 2023 |
| William Bryant | Program Director | since 2021 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Robert Jokela | Executive Director | 40 | $211k | $326 | |
| J Eric Boes | Director of Finance | 40 | $145k | $24k | |
| William Bryant | Program Director | 40 | $140k | $24k | |
| Bessie Politis | Clinical Director | 40 | $130k | $24k | |
| Andrea Lyn Holt | Coordinator of Dist. Services and Student | 40 | $127k | $24k | |
| Dr Elizabeth Conway | Director of HR | 40 | $123k | $2k | |
| Mark Warren | Teacher | 40 | $123k | $2k | |
| Justin Bartholomew | Director | 1 | $0 | ||
| Ralph Carrero | Director | 1 | $0 | ||
| Sean Gallagher | Director | 1 | $0 | ||
| Scott Morrison | Director | 1 | $0 | ||
| Brian Blake | Director | 1 | $0 | ||
| Brian Forget | Director | 1 | $0 | ||
| John Lavoie | Director | 1 | $0 | ||
| Mago Ferrick | Director | 1 | $0 | ||
| Magda Parvey | Director | 1 | $0 | ||
| Liam Skinner | Director | 1 | $0 | ||
| Michael Harvey | Director | 1 | $0 | ||
| Elizabeth McAndrews | Director | 1 | $0 | ||
| Brandi Kwong | Director | 1 | $0 | ||
| Pamela Lathrop | Director | 1 | $0 | ||
| Margaret Marotta | Director | 1 | $0 | ||
| Steven Stone | Chair | 1 | $0 |
About
- Legal name
- Collaborative for Regional Educational Services and Training
- EIN
- 042597978
- Address
- 20 Shattuck Rd, Andover, MA, 01810-2451
- State
- Massachusetts
- 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. (as filed on the Form 990)
- Activity (NTEE)
- B28 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 8 (IRS master file code)
- Formed
- 1974
- IRS ruling date
- 1 May 2001
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 3, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥5years on the filingsSteven Stone
≥5years on the filingsBrandi Kwong
≥5years on the filingsBrian Blake
≥5years on the filingsBrian Forget
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $30.3m
- Total liabilities
- $25.2m
- Net assets or fund balances
- $5.1m
- Contributions and grants received
- $2.5m
- Program service revenue
- $25.5m
- Employees
- 434
- Volunteers
- 10