Civic Intelligence

Harvard Public Library Trust Inc.

990 • Fiscal year 2022 • EIN 04-3294726

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 02, 2022

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

19th percentile

-10%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-25%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$3,054,270

Down $344,813 (-10%) from 2021

Net Assets

Down

$3,054,156

Down $344,725 (-10%) from 2021

Liabilities

Down

$114

Down $88 (-44%) from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin88th percentile

Revenue

Down

$162,690

Down $52,894 (-25%) from 2021

Expenses

Up

$88,509

Up $32,907 (+59%) from 2021

Net Income

Down

$74,181

Down $85,801 (-54%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2022

Assets$3,054,270
Liabilities$114
Net Assets$3,054,156
Open 2022 Filing

Operations Trend

Revenue Growth16th 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

2022

Revenue$162,690
Expenses$88,509
Net Income$74,181
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 2, 2022
Return Version
2021v4.0
Gross Receipts
$394,336
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.

Through our programs, resources, volunteers, and staff, the harvard public library enhances the quality of life for all in the community by encouraging personal and intellectual growth in a welcoming, comfortable environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,977,944$2,579,491▼ $398,453
Savings and Temporary Cash Investments$363,252$406,032▲ $42,780
Cash and Non-Interest-Bearing Accounts$57,887$68,747▲ $10,860
Total Assets$3,399,083$3,054,270▼ $344,813
Liabilities
Accounts Payable and Accrued Expenses$202$114▼ $88
Total Liabilities$202$114▼ $88
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,356,300$3,005,531▼ $350,769
Net Assets With Donor Restrictions$42,581$48,625▲ $6,044
Total Net Assets Fund Balance$3,398,881$3,054,156▼ $344,725
Total Liabilities and Net Assets / Fund Balance$3,399,083$3,054,270▼ $344,813
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Stacie Cassat-greenChair
Christopher CandonDirector
Davida BagatelleDirector
Jennifer ManellDirector
Martha GreenDirector
Peter JacksonDirector
Caryl BrowseSecretary
Gail CoolidgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$82,294
Program Service Revenue
$0
Investment Income
$80,396
Other Revenue
$0
All Other Contributions
$75,971
Change in Net Assets
$74,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,509
Total Fundraising Expense$1,524
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-$17,160-$17,160
Fees for Services Accounting-$7,500-$7,500
All Other Expenses$4,220$85-$4,305
Other Expenses$2,577--$2,577
Office Expenses$46-$1,524$1,570
Insurance$1,178--$1,178
Total Functional Expenses$62,240$24,745$1,524$88,509
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
No
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, 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
Gail Coolidge
Title
Treasurer
Phone
9784564114
Signed
2022-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gail Coolidge
Formed
1995
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Scheid Deignan Brown Pc
Address
101 COMMONWEALTH AVE, CONCORD, MA 01742-2903
Preparer
David Deignan CPA
Phone
9783189600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Through our programs, resources, volunteers, and staff, the harvard public library enhances the quality of life for all in the community by encouraging personal and intellectual growth in a welcoming comfortable environment.”

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

“All other expenses to keep the library up and running.”

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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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THROUGH OUR PROGRAMS, RESOURCES, VOLUNTEERS, AND STAFF, THE HARVARD PUBLIC LIBRARY ENHANCES THE QUALITY OF LIFE FOR ALL IN THE COMMUNITY BY ENCOURAGING PERSONAL AND INTELLECTUAL GROWTH IN A WELCOMING COMFORTABLE ENVIRONMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OTHER EXPENSES TO KEEP THE LIBRARY UP AND RUNNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN WILL BE REVIEWED BY THE GOVERNING BODY BEFORE THE RETURN CAN BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt062240
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IRS990/USAddress/ZIPCd001451
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.HARVARDPUBLICLIBRARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL COOLIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09784564114
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVARD PUBLIC LIBRARY TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0HARV
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ReturnHeader/Filer/PhoneNum09784564114
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHEID DEIGNAN BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 COMMONWEALTH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0017422903
ReturnHeader/PreparerPersonGrp/PhoneNum09783189600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID DEIGNAN CPA
ReturnHeader/ReturnTs02022-11-10T09:37:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GAIL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOLIDGE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,054,270
Liabilities
$114
Net assets
$3,054,156
Revenue
$162,690
Expenses
$88,509
Net income
$74,181
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