Civic Intelligence

Harvard Advocate Trustees Inc

990EZ • Fiscal year 2019 • EIN 04-6111721

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 22, 2020

Organization ProfileN/A
145 East 57th Street 8th FloorNew York, NY 10022

(212) 319-3737

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$375,033

Up $56,675 (+18%) from 2018

Net Assets

Up

$375,033

Up $56,675 (+18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin89th percentile

Revenue

Up

$25,573

Up $8,544 (+50%) from 2018

Expenses

Up

$14,528

Up $5,300 (+57%) from 2018

Net Income

Up

$11,045

Up $3,244 (+42%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$600K$400K$200K$0Assets 2010: $209,235Liabilities 2010: $0Net Assets 2010: $209,2352010Assets 2011: $218,966Liabilities 2011: $0Net Assets 2011: $218,9662011Assets 2012: $218,937Liabilities 2012: $02012Assets 2013: $220,647Liabilities 2013: $02013Assets 2014: $223,370Liabilities 2014: $0Net Assets 2014: $223,3702014Assets 2015: $251,628Liabilities 2015: $02015Assets 2016: $301,300Liabilities 2016: $02016Assets 2017: $310,557Liabilities 2017: $02017Assets 2018: $318,358Liabilities 2018: $0Net Assets 2018: $318,3582018Assets 2019: $375,033Liabilities 2019: $0Net Assets 2019: $375,0332019Assets 2020: $394,933Liabilities 2020: $0Net Assets 2020: $394,9332020Assets 2021: $448,634Liabilities 2021: $0Net Assets 2021: $448,6342021Assets 2022: $392,533Liabilities 2022: $0Net Assets 2022: $392,5332022Assets 2023: $452,387Liabilities 2023: $0Net Assets 2023: $452,3872023Assets 2024: $312,698Liabilities 2024: $0Net Assets 2024: $312,6982024

Highlighted filing

2019

Assets$375,033
Liabilities$0
Net Assets$375,033
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

$100K$50K$0-$50KRevenue 2010: $24,464Expenses 2010: $19,503Net Income 2010: $4,9612010Revenue 2011: $18,668Expenses 2011: $8,937Net Income 2011: $9,7312011Revenue 2012: $8,534Expenses 2012: $8,563Net Income 2012: -$292012Revenue 2013: $14,038Expenses 2013: $12,328Net Income 2013: $1,7102013Revenue 2014: $18,895Expenses 2014: $16,172Net Income 2014: $2,7232014Revenue 2015: $37,778Expenses 2015: $9,520Net Income 2015: $28,2582015Revenue 2016: $76,647Expenses 2016: $26,975Net Income 2016: $49,6722016Revenue 2017: $21,230Expenses 2017: $11,973Net Income 2017: $9,2572017Revenue 2018: $17,029Expenses 2018: $9,228Net Income 2018: $7,8012018Revenue 2019: $25,573Expenses 2019: $14,528Net Income 2019: $11,0452019Revenue 2020: $23,841Expenses 2020: $22,803Net Income 2020: $1,0382020Revenue 2021: $41,900Expenses 2021: $11,685Net Income 2021: $30,2152021Revenue 2022: $28,185Expenses 2022: $22,943Net Income 2022: $5,2422022Revenue 2023: $15,750Expenses 2023: $23,047Net Income 2023: -$7,2972023Revenue 2024: $12,115Expenses 2024: $15,774Net Income 2024: -$3,6592024

Highlighted filing

2019

Revenue$25,573
Expenses$14,528
Net Income$11,045
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 22, 2020
Return Version
2019v5.1
Gross Receipts
$25,573
Mission and Program Overview

Mission

To support the harvard advocate; a publication of harvard university

Program Services

DescriptionGrantsExpenses
THE TRUSTEES PROVIDE SUPPORT FOR PURPOSES RANGING FROM PAYING FOR PRINTING TO UPGRADING THE COMPUTERS OF THE ADVOCATE FACILITY IN CAMBRIDGE.$0$9,472
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES ATKINSONTrustee-$0--
PETER BROOKSTrustee-$0--
EMILY CHERTOFFTrustee-$0--
JONATHAN GALASSITrustee-$0--
LEV GROSSMANTrustee-$0--
ANGELA MARIANITrustee-$0--
CELIA MCGEETrustee-$0--
SUSAN MORRISONTrustee-$0--
THOMAS STEWARTTrustee-$0--
JEAN STROUSETrustee-$0--
AMELIA ATLASTrustee-$0--
JAMES ATLASChairman-$0--
Filing and Contact Details

Filer

Filer Name
Harvard Advocate Trustees Inc
EIN
04-6111721
Phone
2123193737
Address
145 EAST 57TH STREET 8TH FLOOR, NEW YORK, NY 10022

Signing Officer

Name
Austin Wilkie
Title
Vice President
Phone
2123193737
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Charles J Webb CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends from mutual funds. Amount: 7,667. Description: long term capital gain distribution from mutual funds. Amount: total included on form 990-ez, line 4: 19,683.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: filing fees. Amount: 115. Description: trustee lunch. Amount: 1,738. Description: insurance premiums. Amount: 3,441. Description: miscellaneous. Amount: 835. Description: begley prize. Amount: 2,000. Total to form 990-ez, line 16: 8,129.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain on investments. Amount: 45,630.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: vanguard wellington admiral fund. Beg. Of year amount: 94,258. End of year amount: 115,569. Description: vanguard international stock admiral fund. Beg. Of year amount: 65,962. End of year amount: 80,149. Description: vanguard windsor ii admiral fund. Beg. Of year amount: 102,236. End of year amount: 132,051.”

Raw XML Appendix214 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02123193737
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES ATKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY CHERTOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JONATHAN GALASSI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEV GROSSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANGELA MARIANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CELIA MCGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSAN MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8THOMAS STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JEAN STROUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10AMELIA ATLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JAMES ATLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0262456
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0327769
IRS990EZ/OtherChangesInNetAssetsAmt045630
IRS990EZ/OtherExpensesTotalAmt08129
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE HARVARD ADVOCATE; A PUBLICATION OF HARVARD UNIVERSITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUSTEES PROVIDE SUPPORT FOR PURPOSES RANGING FROM PAYING FOR PRINTING TO UPGRADING THE COMPUTERS OF THE ADVOCATE FACILITY IN CAMBRIDGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09472
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/StatesWhereCopyOfReturnIsFldCd1MA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014528
IRS990EZ/TotalProgramServiceExpensesAmt09472
IRS990EZ/TotalRevenueAmt025573
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024677
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019683
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012878
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013100
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt083818
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt060398
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41360
IRS990ScheduleA/PublicSupportPY170Pct00.42110
IRS990ScheduleA/PublicSupportTotal170Amt059112
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05890
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024677
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt059112
IRS990ScheduleA/TotalSupportAmt0142930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS FROM MUTUAL FUNDS. AMOUNT: 7,667. DESCRIPTION: LONG TERM CAPITAL GAIN DISTRIBUTION FROM MUTUAL FUNDS. AMOUNT: TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 19,683.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FILING FEES. AMOUNT: 115. DESCRIPTION: TRUSTEE LUNCH. AMOUNT: 1,738. DESCRIPTION: INSURANCE PREMIUMS. AMOUNT: 3,441. DESCRIPTION: MISCELLANEOUS. AMOUNT: 835. DESCRIPTION: BEGLEY PRIZE. AMOUNT: 2,000. TOTAL TO FORM 990-EZ, LINE 16: 8,129.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 45,630.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: VANGUARD WELLINGTON ADMIRAL FUND. BEG. OF YEAR AMOUNT: 94,258. END OF YEAR AMOUNT: 115,569. DESCRIPTION: VANGUARD INTERNATIONAL STOCK ADMIRAL FUND. BEG. OF YEAR AMOUNT: 65,962. END OF YEAR AMOUNT: 80,149. DESCRIPTION: VANGUARD WINDSOR II ADMIRAL FUND. BEG. OF YEAR AMOUNT: 102,236. END OF YEAR AMOUNT: 132,051.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AUSTIN WILKIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02123193737
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVARD ADVOCATE TRUSTEES INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHN SILBERMAN / ATTN AUSTIN WILKIE
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0046111721
ReturnHeader/Filer/PhoneNum02123193737
ReturnHeader/Filer/USAddress/AddressLine1Txt0145 EAST 57TH STREET 8TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01166F2FD08ABF73FAA4779C448B3D4829B6A5C9C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId087AE54C884FF003181B05E7BF84F4C93A3EEF9A3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.70.31.102
ReturnHeader/FilingSecurityInformation/IPDt02020-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:45:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AAFCPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES J WEBB CPA
ReturnHeader/ReturnTs02020-10-23T15:10:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$375,033
Liabilities
$0
Net assets
$375,033
Revenue
$25,573
Expenses
$14,528
Net income
$11,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.12$0.16$0.04
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.52$0.00$4.52$0.16$0.23$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.28$0.23$0.05
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.49$0.00$4.49$0.42$0.12$0.30
2020Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.24$0.23$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.26$0.15$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.17$0.09$0.08
2017Summary only. Only limited summary data is available for this year.$3.11$0.00$0.21$0.12$0.09
2016Summary only. Only limited summary data is available for this year.$3.01$0.00$0.77$0.27$0.50
2015Summary only. Only limited summary data is available for this year.$2.52$0.00$0.38$0.10$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.19$0.16$0.03
2013Summary only. Only limited summary data is available for this year.$2.21$0.00$0.14$0.12$0.02
2012Summary only. Only limited summary data is available for this year.$2.19$0.00$0.09$0.09$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.19$0.09$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.00$2.09$0.24$0.20$0.05