Civic Intelligence

The Harvard Schools Trust Inc

EIN 04-3066727 • 501(c)3 • Harvard, MA

Profile

Enhancement of education in harvard massachusetts public schools

PO Box 450Harvard, MA 01451-0450

www.harvardschoolstrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-125%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

-0.2%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-52%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$141,892

Down $225 (-0.2%) from 2023

Liabilities

Down

$0

Down $1,500 (-100%) from 2023

Net Assets

Up

$141,892

Up $1,275 (+0.9%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin8th percentile

Revenue

Down

$20,654

Down $22,776 (-52%) from 2023

Expenses

Down

$46,527

Down $3,458 (-6.9%) from 2023

Net Income

Down

-$25,873

Down $19,318 (-295%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $94,335Liabilities 2011: $02011Assets 2012: $93,837Liabilities 2012: $02012Assets 2013: $115,496Liabilities 2013: $0Net Assets 2013: $115,4962013Assets 2014: $115,157Liabilities 2014: $0Net Assets 2014: $115,1572014Assets 2015: $120,596Liabilities 2015: $0Net Assets 2015: $120,5962015Assets 2016: $134,694Liabilities 2016: $02016Assets 2017: $130,848Liabilities 2017: $0Net Assets 2017: $130,8482017Assets 2018: $123,960Liabilities 2018: $0Net Assets 2018: $123,9602018Assets 2019: $123,606Liabilities 2019: $0Net Assets 2019: $123,6062019Assets 2020: $124,924Liabilities 2020: $7,500Net Assets 2020: $117,4242020Assets 2021: $165,924Liabilities 2021: $5,500Net Assets 2021: $160,4242021Assets 2022: $136,713Liabilities 2022: $3,500Net Assets 2022: $133,2132022Assets 2023: $142,117Liabilities 2023: $1,500Net Assets 2023: $140,6172023Assets 2024: $141,892Liabilities 2024: $0Net Assets 2024: $141,8922024

Highlighted filing

2024

Assets$141,892
Liabilities$0
Net Assets$141,892
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $39,988Expenses 2011: $21,536Net Income 2011: $18,4522011Revenue 2012: $45,561Expenses 2012: $58,087Net Income 2012: -$12,5262012Revenue 2013: $53,771Expenses 2013: $42,043Net Income 2013: $11,7282013Revenue 2014: $47,849Expenses 2014: $57,487Net Income 2014: -$9,6382014Revenue 2015: $51,437Expenses 2015: $38,430Net Income 2015: $13,0072015Revenue 2016: $71,179Expenses 2016: $40,154Net Income 2016: $31,0252016Revenue 2017: $33,784Expenses 2017: $48,161Net Income 2017: -$14,3772017Revenue 2018: $38,563Expenses 2018: $53,559Net Income 2018: -$14,9962018Revenue 2019: $41,773Expenses 2019: $40,398Net Income 2019: $1,3752019Revenue 2020: $32,118Expenses 2020: $45,534Net Income 2020: -$13,4162020Revenue 2021: $119,915Expenses 2021: $97,549Net Income 2021: $22,3662021Revenue 2022: $32,800Expenses 2022: $36,226Net Income 2022: -$3,4262022Revenue 2023: $43,430Expenses 2023: $49,985Net Income 2023: -$6,5552023Revenue 2024: $20,654Expenses 2024: $46,527Net Income 2024: -$25,8732024

Highlighted filing

2024

Revenue$20,654
Expenses$46,527
Net Income-$25,873
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,892
Liabilities
$0
Net assets
$141,892
Revenue
$20,654
Expenses
$46,527
Net income
-$25,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.21$0.47$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.02$1.41$0.43$0.50$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.04$1.33$0.33$0.36$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.06$1.60$1.20$0.98$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.08$1.17$0.32$0.46$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.42$0.40$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.39$0.54$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.34$0.48$0.14
2016Summary only. Only limited summary data is available for this year.$1.35$0.00$0.71$0.40$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.51$0.38$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.48$0.57$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.54$0.42$0.12
2012Summary only. Only limited summary data is available for this year.$0.94$0.00$0.46$0.58$0.13
2011Summary only. Only limited summary data is available for this year.$0.94$0.00$0.40$0.22$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 6, 2025
Return Version
2023v6.0
Gross Receipts
$21,054
Mission and Program Overview

Mission

Enhancement of education in public schools

Enhancement of education in harvard massachusetts public schools

Program Services

DescriptionGrantsExpenses
ENHANCEMENT OF EDUCATIONAL PROGRAMS IN THE PUBLIC SCHOOLS OF THE TOWN OF HARVARD MASSACHUSETTS.$0$41,083
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY SYMULAPresident-$0--
ROLF VANDEVAARTTreasurer-$0--
LINDSAY BURKEVice President-$0--
JEN SLAVINClerk-$0--
J BART MORRISONDirector-$0--
SUSAN ROBBINSDirector-$0--
TIM CLARKDirector-$0--
DENNIS COYNEDirector-$0--
ALBERT BARBIERIDirector-$0--
PAMELA GORDONDirector-$0--
HEIDI SEIGRISTDirector-$0--
PAM ERDOSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Harvard Schools Trust Inc
EIN
04-3066727
Phone
9784563317
Address
PO BOX 450, HARVARD, MA 01451-0450

Signing Officer

Name
Lyndsay Burke
Title
President
Phone
9784563317
Signed
2025-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Howell & Minchello Llp
Address
30 MONUMENT SQUARE SUITE 155, CONCORD, MA 01742
Preparer
Michael J Minchello CPA
Phone
7818632444
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends. Amount: 2,862.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: harvard school gift account. Grantee address: 39 massachusetts ave harvard, ma 01451. Property description: cash. Amount given: 41,083.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administration expense. Amount: 2,979.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain (loss) on investments. Amount: 27,148.”

Raw XML Appendix207 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PAMELA GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10HEIDI SEIGRIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11PAM ERDOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt02979
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0ENHANCEMENT OF EDUCATION IN HARVARD MASSACHUSETTS PUBLIC SCHOOLS
IRS990EZ/PrintingPublicationsPostageAmt0965
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENHANCEMENT OF EDUCATIONAL PROGRAMS IN THE PUBLIC SCHOOLS OF THE TOWN OF HARVARD MASSACHUSETTS.
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IRS990EZ/TotalRevenueAmt020654
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IRS990EZ/WebsiteAddressTxt0WWW.HARVARDSCHOOLSTRUST.ORG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 2,862.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: HARVARD SCHOOL GIFT ACCOUNT. GRANTEE ADDRESS: 39 MASSACHUSETTS AVE HARVARD, MA 01451. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 41,083.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADMINISTRATION EXPENSE. AMOUNT: 2,979.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN (LOSS) ON INVESTMENTS. AMOUNT: 27,148.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09784563317
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARVARD SCHOOLS TRUST INC
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ReturnHeader/PreparerPersonGrp/PhoneNum07818632444
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J MINCHELLO CPA
ReturnHeader/ReturnTs02025-08-14T12:56:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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