Civic Intelligence

Harvard Yearbook Publications Fund Tr

990PF • Fiscal year 2023 • EIN 04-3258492

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 11, 2024

Organization Profile
PO Box 380002Cambridge, MA 02138

(617) 252-3443

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

57th percentile

0.08x

Higher debt load relative to revenue than 57% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

25th percentile

-14%

Higher net margin than 25% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

40th percentile

-0.2%

Faster asset growth than 40% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-23%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$1,202,335

Down $2,243 (-0.2%) from 2022

Net Assets

Down

$1,191,940

Down $3,409 (-0.3%) from 2022

Liabilities

Up

$10,395

Up $1,166 (+13%) from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin25th percentile

Revenue

Down

$135,377

Down $41,328 (-23%) from 2022

Expenses

Down

$154,197

Down $1,747 (-1.1%) from 2022

Net Income

Down

-$18,820

Down $39,581 (-191%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,101,078Liabilities 2011: $15,0472011Assets 2012: $1,123,046Liabilities 2012: $15,8682012Assets 2013: $1,108,373Liabilities 2013: $15,0392013Assets 2014: $1,099,325Liabilities 2014: $21,2142014Assets 2015: $1,090,758Liabilities 2015: $15,8722015Assets 2019: $1,174,923Liabilities 2019: $23,2702019Assets 2020: $1,167,608Liabilities 2020: $11,692Net Assets 2020: $1,155,9162020Assets 2021: $1,223,382Liabilities 2021: $16,910Net Assets 2021: $1,206,4722021Assets 2022: $1,204,578Liabilities 2022: $9,229Net Assets 2022: $1,195,3492022Assets 2023: $1,202,335Liabilities 2023: $10,395Net Assets 2023: $1,191,9402023Assets 2024: $1,292,734Liabilities 2024: $9,768Net Assets 2024: $1,282,9662024

Highlighted filing

2023

Assets$1,202,335
Liabilities$10,395
Net Assets$1,191,940
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $149,504Expenses 2011: $90,468Net Income 2011: $59,0362011Revenue 2012: $111,040Expenses 2012: $87,169Net Income 2012: $23,8712012Revenue 2013: $82,058Expenses 2013: $91,365Net Income 2013: -$9,3072013Revenue 2014: $82,655Expenses 2014: $100,273Net Income 2014: -$17,6182014Revenue 2015: $125,680Expenses 2015: $127,854Net Income 2015: -$2,1742015Revenue 2019: $147,281Expenses 2019: $147,019Net Income 2019: $2622019Revenue 2020: $152,575Expenses 2020: $153,482Net Income 2020: -$9072020Revenue 2021: $125,452Expenses 2021: $134,793Net Income 2021: -$9,3412021Revenue 2022: $176,705Expenses 2022: $155,944Net Income 2022: $20,7612022Revenue 2023: $135,377Expenses 2023: $154,197Net Income 2023: -$18,8202023Revenue 2024: $200,295Expenses 2024: $150,302Net Income 2024: $49,9932024

Highlighted filing

2023

Revenue$135,377
Expenses$154,197
Net Income-$18,820
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 11, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAUL COHENTrustee-$0--
MICHAEL ROBERTSTrustee-$0--
MARC GOLDBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harvard Yearbook Publications Trust
EIN
04-3258492
Phone
6172523443
Address
PO BOX 380002, CAMBRIDGE, MA 02138

Signing Officer

Name
Marc Goldberg
Title
Trustee
Phone
6172523443
Signed
2024-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Matthew J Bernier CPA LLC
Address
5 COMMONWEALTH RD STE 3A, NATICK, MA 01760
Preparer
Matthew J Bernier
Phone
5088798840
Raw XML Appendix322 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.

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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt016817
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1188051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0312674
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MS - HARVARD YEARBOOK
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02142
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01156062
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0163010
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0358356
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017341
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0634696
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt056936
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01138721
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01156062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARC GOLDBERG
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11 SCHOOL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2193 GROVE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHESTNUT HILL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt044833
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044833
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0965830
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11800
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt22441
LandEtcSchedule2/LandEtcGrp/BookValueAmt0609221
LandEtcSchedule2/LandEtcGrp/BookValueAmt125458
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDING IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1FURNITURE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2TENENT IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01575051
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11800
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt227899
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01575051
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt11800
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt227899
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02142
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03581
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11177
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2424
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3517
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4521
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt5305
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt6146
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMERCIAL REAL ESTATE RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONDO FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3AUDIT & PROFESSIONAL SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4UTILITIES & OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5R&M
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PARKING RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PAYMENT IN LIEU OF TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8HARVARD YEARBOOK PUBLICATIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9CONDO FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11AUDIT & PROFESSIONAL SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12UTILITIES & OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14PARKING RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15PAYMENT IN LIEU OF TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt024064
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17911
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22851
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33473
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt43501
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52053
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6980
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018087
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15946
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32610
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt412233
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51542
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6737
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt727645
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt89088
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt93275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt103990
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114022
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122358
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt131126
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt010000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0HARVARD YEARBOOK PUBLICATIO
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt017553
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0REALIZED GAIN ON INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02100
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SECURITY DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02100
TaxesSchedule/TaxesDetail/Amt010387
TaxesSchedule/TaxesDetail/Amt15357
TaxesSchedule/TaxesDetail/CategoryTxt0UBIT FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1UBIT STATE TAX
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172523443
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVARD YEARBOOK PUBLICATIONS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0043258492
ReturnHeader/Filer/PhoneNum06172523443
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 380002
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002138
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824748087
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEW J BERNIER CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 COMMONWEALTH RD STE 3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NATICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001760
ReturnHeader/PreparerPersonGrp/PhoneNum05088798840
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J BERNIER
ReturnHeader/ReturnTs02024-06-17T10:11:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOLDBERG
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,202,335
Liabilities
$10,395
Net assets
$1,191,940
Revenue
$135,377
Expenses
$154,197
Net income
-$18,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.01$1.28$0.20$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.14$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.20$0.18$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.02$1.21$0.13$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$0.15$0.15$0.00
2019Summary only. Only limited summary data is available for this year.$1.17$0.02$0.15$0.15$0.00
2015Summary only. Only limited summary data is available for this year.$1.09$0.02$0.13$0.13$0.00
2014Summary only. Only limited summary data is available for this year.$1.10$0.02$0.08$0.10$0.02
2013Summary only. Only limited summary data is available for this year.$1.11$0.02$0.08$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$1.12$0.02$0.11$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$1.10$0.02$0.15$0.09$0.06