Civic Intelligence

Hamilton-Wenham Regional School District Education Fund Inc.

990 • Fiscal year 2020 • EIN 04-3070530

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 03, 2020

Organization ProfileWWW.HWEDFUND.ORG
PO Box 2433So Hamilton, MA 01982

(978) 468-7437

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.59x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

38th percentile

0.2%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

2.6%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$2,969,898

Up $74,967 (+2.6%) from 2019

Net Assets

Down

$2,860,434

Down $10,751 (-0.4%) from 2019

Liabilities

Up

$109,464

Up $85,718 (+361%) from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin38th percentile

Revenue

Down

$185,697

Down $28,743 (-13%) from 2019

Expenses

Up

$185,378

Up $91,193 (+97%) from 2019

Net Income

Down

$319

Down $119,936 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $1,730,314Liabilities 2011: $50,000Net Assets 2011: $1,680,3142011Assets 2012: $1,713,972Liabilities 2012: $33,828Net Assets 2012: $1,680,1442012Assets 2013: $1,934,230Liabilities 2013: $26,721Net Assets 2013: $1,907,5092013Assets 2014: $2,267,896Liabilities 2014: $0Net Assets 2014: $2,267,8962014Assets 2015: $2,282,843Liabilities 2015: $23,138Net Assets 2015: $2,259,7052015Assets 2016: $2,277,365Liabilities 2016: $6,150Net Assets 2016: $2,271,2152016Assets 2017: $2,550,645Liabilities 2017: $38,061Net Assets 2017: $2,512,5842017Assets 2018: $2,769,461Liabilities 2018: $62,935Net Assets 2018: $2,706,5262018Assets 2019: $2,894,931Liabilities 2019: $23,746Net Assets 2019: $2,871,1852019Assets 2020: $2,969,898Liabilities 2020: $109,464Net Assets 2020: $2,860,4342020Assets 2021: $3,826,055Liabilities 2021: $60,427Net Assets 2021: $3,765,6282021Assets 2022: $3,425,888Liabilities 2022: $79,904Net Assets 2022: $3,345,9842022Assets 2023: $3,763,656Liabilities 2023: $786,789Net Assets 2023: $2,976,8672023Assets 2024: $4,404,878Liabilities 2024: $744,018Net Assets 2024: $3,660,8602024

Highlighted filing

2020

Assets$2,969,898
Liabilities$109,464
Net Assets$2,860,434
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $162,214Expenses 2011: $122,993Net Income 2011: $39,2212011Revenue 2012: $142,314Expenses 2012: $120,627Net Income 2012: $21,6872012Revenue 2013: $187,475Expenses 2013: $130,153Net Income 2013: $57,3222013Revenue 2014: $786,556Expenses 2014: $175,913Net Income 2014: $610,6432014Revenue 2015: $175,963Expenses 2015: $156,629Net Income 2015: $19,3342015Revenue 2016: $182,214Expenses 2016: $112,968Net Income 2016: $69,2462016Revenue 2017: $370,273Expenses 2017: $130,957Net Income 2017: $239,3162017Revenue 2018: $196,425Expenses 2018: $126,352Net Income 2018: $70,0732018Revenue 2019: $214,440Expenses 2019: $94,185Net Income 2019: $120,2552019Revenue 2020: $185,697Expenses 2020: $185,378Net Income 2020: $3192020Revenue 2021: $298,198Expenses 2021: $67,631Net Income 2021: $230,5672021Revenue 2022: $261,351Expenses 2022: $86,788Net Income 2022: $174,5632022Revenue 2023: $295,650Expenses 2023: $859,014Net Income 2023: -$563,3642023Revenue 2024: $600,627Expenses 2024: $99,583Net Income 2024: $501,0442024

Highlighted filing

2020

Revenue$185,697
Expenses$185,378
Net Income$319
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 3, 2020
Return Version
2019v5.0
Gross Receipts
$203,426
Mission and Program Overview

Mission

The edfund raises money for an educational endowment to support the hamilton-wenham school district. The edfund provides grants to support the public school system.

To raise funds and provide financial support to the hamilton-wenham regional school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,794,807$2,809,948▲ $15,141
Cash and Non-Interest-Bearing Accounts$100,124$159,950▲ $59,826
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,894,931$2,969,898▲ $74,967
Other Assets Total-$0-
Liabilities
Grants Payable$23,746$109,464▲ $85,718
Total Liabilities$23,746$109,464▲ $85,718
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,871,185$2,860,434▼ $10,751
Total Net Assets Fund Balance$2,871,185$2,860,434▼ $10,751
Total Liabilities and Net Assets / Fund Balance$2,894,931$2,969,898▲ $74,967
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Andrea StewartCo-president
Ed SchatzCo-President
Jessica ConnorsVice President
Alex GlovskyDirector
Chad CaulfieldDirector
Dana AllaraDirector
David DebiaseDirector
Dean TsouvalasDirector
Jere MoroneyDirector
Jessica MinnaarDirector
Joe MaherDirector
Johanna SullivanDirector
John CusolitoDirector
Kevin GasiorowskiDirector
Marty MiserandinoDirector
Michelle HorganDirector
Sharon EskerDirector
Lia WainwrightSecretary
Kevin DyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$89,116
Program Service Revenue
$0
Investment Income
$79,598
Other Revenue
$16,983
All Other Contributions
$89,116
Change in Net Assets
$319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$146,496
Other Expenses$38,882
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$146,496--$146,496
Fees for Service Investment Mgmnt Fees-$13,809-$13,809
Fees for Services Accounting-$4,500-$4,500
Other Expenses-$1,815-$1,815
All Other Expenses-$1,125-$1,125
Insurance-$400-$400
Total Functional Expenses$146,496$38,882$0$185,378
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hamilton-wenham Reg SchoolHamilton, MA-Educational Purposes$146,496
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,712
Fundraising Direct Expenses$17,729
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Tree Sales$30,787$30,787$17,129$13,658
Total Events$30,787$30,787$17,129$13,658
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed and approved by the board prior to filing”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Hamilton-wenham Regional School
EIN
04-3070530
Phone
9784687437
Address
PO BOX 2433, SO HAMILTON, MA 01982

Signing Officer

Name
Kevin Dyer
Title
Treasurer
Signed
2020-12-03
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
40

Preparer

Firm
Vesey & Weeks PC
Address
185 Centre St Ste 103, Danvers, MA 01923
Preparer
Susan A Weeks
Phone
9787743000
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
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IRS990/MembersOrStockholdersInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,969,898
Liabilities
$109,464
Net assets
$2,860,434
Revenue
$185,697
Expenses
$185,378
Net income
$319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$0.74$3.66$0.60$0.10$0.50
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.79$2.98$0.30$0.86$0.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.08$3.35$0.26$0.09$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.06$3.77$0.30$0.07$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.11$2.86$0.19$0.19$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.02$2.87$0.21$0.09$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.06$2.71$0.20$0.13$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.04$2.51$0.37$0.13$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.01$2.27$0.18$0.11$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.02$2.26$0.18$0.16$0.02
2014Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$0.79$0.18$0.61
2013Summary only. Only limited summary data is available for this year.$1.93$0.03$1.91$0.19$0.13$0.06
2012Summary only. Only limited summary data is available for this year.$1.71$0.03$1.68$0.14$0.12$0.02
2011Summary only. Only limited summary data is available for this year.$1.73$0.05$1.68$0.16$0.12$0.04