Civic Intelligence

Harvard Public Library Trust Inc.

990 • Fiscal year 2017 • EIN 04-3294726

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization ProfileWWW.HARVARDPUBLICLIBRARY.ORG
4 Pond RoadHarvard, MA 01451

(978) 456-4114

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

52nd percentile

3.7%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

58th percentile

6.1%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-34%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,083,135

Up $119,702 (+6.1%) from 2016

Net Assets

Up

$2,083,108

Up $119,675 (+6.1%) from 2016

Liabilities

Up

$27

Up $27 from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin52nd percentile

Revenue

Down

$148,159

Down $76,419 (-34%) from 2016

Expenses

Up

$142,708

Up $79,795 (+127%) from 2016

Net Income

Down

$5,451

Down $156,214 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,430,859Liabilities 2011: $0Net Assets 2011: $1,430,8592011Assets 2012: $1,409,013Liabilities 2012: $0Net Assets 2012: $1,409,0132012Assets 2013: $1,566,402Liabilities 2013: $0Net Assets 2013: $1,566,4022013Assets 2014: $1,857,660Liabilities 2014: $0Net Assets 2014: $1,857,6602014Assets 2015: $1,758,457Liabilities 2015: $0Net Assets 2015: $1,758,4572015Assets 2016: $1,963,433Liabilities 2016: $0Net Assets 2016: $1,963,4332016Assets 2017: $2,083,135Liabilities 2017: $27Net Assets 2017: $2,083,1082017Assets 2018: $2,240,453Liabilities 2018: $0Net Assets 2018: $2,240,4532018Assets 2019: $2,474,827Liabilities 2019: $510Net Assets 2019: $2,474,3172019Assets 2020: $2,749,430Liabilities 2020: $161Net Assets 2020: $2,749,2692020Assets 2021: $3,399,083Liabilities 2021: $202Net Assets 2021: $3,398,8812021Assets 2022: $3,054,270Liabilities 2022: $114Net Assets 2022: $3,054,1562022Assets 2023: $3,668,872Liabilities 2023: $114Net Assets 2023: $3,668,7582023Assets 2024: $3,930,201Liabilities 2024: $124Net Assets 2024: $3,930,0772024Assets 2025: $4,167,389Liabilities 2025: $47Net Assets 2025: $4,167,3422025

Highlighted filing

2017

Assets$2,083,135
Liabilities$27
Net Assets$2,083,108
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$800K$600K$400K$200K$0Expenses 2011: $45,9892011Expenses 2012: $38,3032012Revenue 2013: $141,424Expenses 2013: $40,023Net Income 2013: $101,4012013Revenue 2014: $154,461Expenses 2014: $43,141Net Income 2014: $111,3202014Revenue 2015: $400,723Expenses 2015: $353,520Net Income 2015: $47,2032015Revenue 2016: $224,578Expenses 2016: $62,913Net Income 2016: $161,6652016Revenue 2017: $148,159Expenses 2017: $142,708Net Income 2017: $5,4512017Revenue 2018: $104,763Expenses 2018: $54,656Net Income 2018: $50,1072018Revenue 2019: $90,512Expenses 2019: $76,086Net Income 2019: $14,4262019Revenue 2020: $157,627Expenses 2020: $58,157Net Income 2020: $99,4702020Revenue 2021: $215,584Expenses 2021: $55,602Net Income 2021: $159,9822021Revenue 2022: $162,690Expenses 2022: $88,509Net Income 2022: $74,1812022Revenue 2023: $645,281Expenses 2023: $156,676Net Income 2023: $488,6052023Revenue 2024: $458,709Expenses 2024: $445,056Net Income 2024: $13,6532024Revenue 2025: $439,933Expenses 2025: $193,119Net Income 2025: $246,8142025

Highlighted filing

2017

Revenue$148,159
Expenses$142,708
Net Income$5,451
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$420,436
Mission and Program Overview

Mission

Dedicated to the provision of support, books, program, other resources and capital improvements to and for the benefit of the harvard library and library users.

Dedicated to the provision of support, books, programs, other resources and capital improvements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,474,541$1,813,078▲ $338,537
Cash and Non-Interest-Bearing Accounts$488,892$270,057▼ $218,835
Total Assets$1,963,433$2,083,135▲ $119,702
Liabilities
Accounts Payable and Accrued Expenses-$27-
Total Liabilities$0$27▲ $27
Net Assets / Fund Balance
Unrestricted Net Assets$1,928,164$2,049,907▲ $121,743
Temporarily Rstr Net Assets$35,269$33,201▼ $2,068
Total Net Assets Fund Balance$1,963,433$2,083,108▲ $119,675
Total Liabilities and Net Assets / Fund Balance$1,963,433$2,083,135▲ $119,702
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Gail CoolidgeChairman
Davida BagatelleDirector
Martha GreenDirector
Peter JacksonDirector
Stacie GreenDirector
Christopher FrechetteSecretary
Charles F Redinger Phd CihTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$78,169
Program Service Revenue
$0
Investment Income
$71,690
Other Revenue
$-1,700
All Other Contributions
$71,029
Change in Net Assets
$5,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,708
Total Fundraising Expense$953
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$9,435--$9,435
Fees for Service Investment Mgmnt Fees-$7,595-$7,595
Fees for Services Accounting-$4,500-$4,500
All Other Expenses$2,517$634$737$3,888
Other Expenses$2,433--$2,433
Insurance-$911-$911
Office Expenses$350$86-$436
Fees for Services Legal-$375-$375
Advertising--$216$216
Total Functional Expenses$127,654$14,101$953$142,708
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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, Page 6, Part VI, Line 11B

“The return will be reviewed by the governing body before the return can be filed.”

Form 990, Page 6, Part VI, Line 19

“All governing documents, conflict of interest statements and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Harvard Public Library Trust Inc
EIN
04-3294726
Phone
9784564114
Address
4 POND ROAD, HARVARD, MA 01451

Signing Officer

Name
Charles F Redinger Phd Cih
Title
Treasurer
Phone
9784564114
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles F Redinger Phd Cih
Formed
1995
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Scheid & Company Pc
Address
101 COMMONWEALTH AVE, CONCORD, MA 01742-2903
Preparer
William E Scheid CPA
Phone
9783189600
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Other program initiatives including working with town officials to sort out library-related trust holdings by the town.”

Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM INITIATIVES INCLUDING WORKING WITH TOWN OFFICIALS TO SORT OUT LIBRARY-RELATED TRUST HOLDINGS BY THE TOWN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN WILL BE REVIEWED BY THE GOVERNING BODY BEFORE THE RETURN CAN BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt035269
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt033201
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01963433
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IRS990/TotalAssetsGrp/BOYAmt01963433
IRS990/TotalAssetsGrp/EOYAmt02083135
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt078169
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0953
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014101
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127654
IRS990/TotalFunctionalExpensesGrp/TotalAmt0142708
IRS990/TotalGrossUBIAmt0-1700
IRS990/TotalLiabilitiesEOYAmt027
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt027
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01963433
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02083108
IRS990/TotalOtherProgSrvcExpenseAmt034020
IRS990/TotalProgramServiceExpensesAmt0127654
IRS990/TotalRevenueGrp/ExclusionAmt038949
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt032741
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0148159
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-1700
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01963433
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02083135
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt01928164
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0HARVARD
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001451
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.HARVARDPUBLICLIBRARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES F REDINGER PHD CIH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09784564114
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVARD PUBLIC LIBRARY TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0043294726
ReturnHeader/Filer/PhoneNum09784564114
ReturnHeader/Filer/USAddress/AddressLine1Txt04 POND ROAD
ReturnHeader/Filer/USAddress/CityNm0HARVARD
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A1907B3EFDE49E6CF2ACAA648A3AAEBF71AEF12F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A1907B3EFDE49E6CF2ACAA648A3AAEBF71AEF12F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042969597
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHEID & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 COMMONWEALTH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0017422903
ReturnHeader/PreparerPersonGrp/PhoneNum09783189600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E SCHEID CPA
ReturnHeader/ReturnTs02018-03-11T15:14:19-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,083,135
Liabilities
$27
Net assets
$2,083,108
Revenue
$148,159
Expenses
$142,708
Net income
$5,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.44$0.19$0.25
2024Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.46$0.45$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.65$0.16$0.49
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.16$0.09$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.22$0.06$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.16$0.06$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.09$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.10$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.15$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.22$0.06$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.40$0.35$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.15$0.04$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.14$0.04$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$0.05