Civic Intelligence

Harvard Public Library Trust Inc.

990 • Fiscal year 2018 • EIN 04-3294726

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 01, 2018

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

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

68th percentile

7.6%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,240,453

Up $157,318 (+7.6%) from 2017

Net Assets

Up

$2,240,453

Up $157,345 (+7.6%) from 2017

Liabilities

Down

$0

Down $27 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin91st percentile

Revenue

Down

$104,763

Down $43,396 (-29%) from 2017

Expenses

Down

$54,656

Down $88,052 (-62%) from 2017

Net Income

Up

$50,107

Up $44,656 (+819%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2018

Assets$2,240,453
Liabilities$0
Net Assets$2,240,453
Open 2018 Filing

Operations Trend

Revenue Growth10th 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

2018

Revenue$104,763
Expenses$54,656
Net Income$50,107
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 1, 2018
Return Version
2017v2.3
Gross Receipts
$381,992
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$1,813,078$1,952,637▲ $139,559
Cash and Non-Interest-Bearing Accounts$270,057$287,816▲ $17,759
Total Assets$2,083,135$2,240,453▲ $157,318
Liabilities
Accounts Payable and Accrued Expenses$27--
Total Liabilities$27$0▼ $27
Net Assets / Fund Balance
Unrestricted Net Assets$2,049,907$2,209,652▲ $159,745
Temporarily Rstr Net Assets$33,201$30,801▼ $2,400
Total Net Assets Fund Balance$2,083,108$2,240,453▲ $157,345
Total Liabilities and Net Assets / Fund Balance$2,083,135$2,240,453▲ $157,318
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Davida BagatellePresident
Christopher CandonDirector
Gail CoolidgeDirector
Martha GreenDirector
Mary WilsonDirector
Peter JacksonDirector
Stacie GreenDirector
Jen ManellClerk
Charles F Redinger Phd CihTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,619
Program Service Revenue
$660
Investment Income
$55,484
Other Revenue
$0
All Other Contributions
$40,248
Change in Net Assets
$50,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,656
Total Fundraising Expense$610
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$8,575-$8,575
Fees for Services Accounting-$3,500-$3,500
Insurance-$2,733-$2,733
All Other Expenses$1,234$611-$1,845
Other Expenses$1,452$229-$1,681
Office Expenses$50$120$610$780
Fees for Services Legal-$375-$375
Fees for Services Other$317--$317
Occupancy$3--$3
Total Functional Expenses$37,903$16,143$610$54,656
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
2018-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles F Redinger Phd Cih
Formed
1995
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
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.”

Form 990, Part XI, Line 9

“Adjustment for prior year 25”

Raw XML Appendix366 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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IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt3ADJUSTMENT FOR PRIOR YEAR 25
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt033201
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt030801
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02083135
IRS990/TotalAssetsEOYAmt02240453
IRS990/TotalAssetsGrp/BOYAmt02083135
IRS990/TotalAssetsGrp/EOYAmt02240453
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt048619
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0610
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016143
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037903
IRS990/TotalFunctionalExpensesGrp/TotalAmt054656
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt027
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02083108
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02240453
IRS990/TotalOtherProgSrvcExpenseAmt037426
IRS990/TotalOtherProgSrvcRevenueAmt0660
IRS990/TotalProgramServiceExpensesAmt037903
IRS990/TotalProgramServiceRevenueAmt0660
IRS990/TotalRevenueGrp/ExclusionAmt044850
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011294
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0104763
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02083135
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02240453
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02049907
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02209652
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0121 AYER RD 200
IRS990/USAddress/CityNm0HARVARD
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001451
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.HARVARDPUBLICLIBRARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES F REDINGER PHD CIH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09784564114
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-01
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001451
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0744D771FCCCB7A976559894028C422DB5CC81EDC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D41AC66B3EDE3CF437A8366CAD71213ECE8AD8F9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.94.174.89
ReturnHeader/FilingSecurityInformation/IPDt02019-02-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:34:09
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/PreparationDt02018-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E SCHEID CPA
ReturnHeader/ReturnTs02019-02-04T14:34:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,240,453
Liabilities
$0
Net assets
$2,240,453
Revenue
$104,763
Expenses
$54,656
Net income
$50,107
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