Civic Intelligence

Harvard Advocate Trustees Inc

990EZ • Fiscal year 2020 • EIN 04-6111721

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 02, 2021

Organization ProfileN/A
36 South StreetRoxbury, CT 06783

(212) 319-3737

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

49th percentile

4.4%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

52nd percentile

5.3%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-6.8%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$394,933

Up $19,900 (+5.3%) from 2019

Net Assets

Up

$394,933

Up $19,900 (+5.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin49th percentile

Revenue

Down

$23,841

Down $1,732 (-6.8%) from 2019

Expenses

Up

$22,803

Up $8,275 (+57%) from 2019

Net Income

Down

$1,038

Down $10,007 (-91%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2020

Assets$394,933
Liabilities$0
Net Assets$394,933
Open 2020 Filing

Operations Trend

Revenue Growth57th 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

2020

Revenue$23,841
Expenses$22,803
Net Income$1,038
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 2, 2021
Return Version
2020v4.1
Gross Receipts
$23,841
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$1,850
Compensation and Service Providers
Top Officer Pay76th 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
36 SOUTH STREET, ROXBURY, CT 06783

Signing Officer

Name
Austin Wilkie
Title
Treasurer
Phone
2123193737
Signed
2021-06-02
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: interest, dividends and capital gain distributions. Amount:”

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

“Description: filing fees. Amount: 35. Description: trustee lunch. Amount: 1,638. Description: insurance premiums. Amount: 3,701. Description: travel. Amount: 212. Description: landscaping. Amount: 400. Total to form 990-ez, line 16: 5,986.”

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

“Description: unrealized gain on investments. Amount: 18,862.”

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

“Description: vanguard wellington admiral fund. Beg. Of year amount: 115,569. End of year amount: 127,927. Description: vanguard international stock admiral fund. Beg. Of year amount: 80,149. End of year amount: 89,189. Description: vanguard windsor ii admiral fund. Beg. Of year amount: 132,051. End of year amount: 151,239.”

Raw XML Appendix213 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/USAddress/CityNm0ROXBURY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
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
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0368355
IRS990EZ/OtherChangesInNetAssetsAmt018862
IRS990EZ/OtherExpensesTotalAmt05986
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/ProgramServiceExpensesAmt01850
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022803
IRS990EZ/TotalProgramServiceExpensesAmt01850
IRS990EZ/TotalRevenueAmt023841
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt036553
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019683
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012878
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt092441
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt060398
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.28340
IRS990ScheduleA/PublicSupportPY170Pct00.41360
IRS990ScheduleA/PublicSupportTotal170Amt036553
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02118
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019950
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt036553
IRS990ScheduleA/TotalSupportAmt0128994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST, DIVIDENDS AND CAPITAL GAIN DISTRIBUTIONS. AMOUNT:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FILING FEES. AMOUNT: 35. DESCRIPTION: TRUSTEE LUNCH. AMOUNT: 1,638. DESCRIPTION: INSURANCE PREMIUMS. AMOUNT: 3,701. DESCRIPTION: TRAVEL. AMOUNT: 212. DESCRIPTION: LANDSCAPING. AMOUNT: 400. TOTAL TO FORM 990-EZ, LINE 16: 5,986.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 18,862.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: VANGUARD WELLINGTON ADMIRAL FUND. BEG. OF YEAR AMOUNT: 115,569. END OF YEAR AMOUNT: 127,927. DESCRIPTION: VANGUARD INTERNATIONAL STOCK ADMIRAL FUND. BEG. OF YEAR AMOUNT: 80,149. END OF YEAR AMOUNT: 89,189. DESCRIPTION: VANGUARD WINDSOR II ADMIRAL FUND. BEG. OF YEAR AMOUNT: 132,051. END OF YEAR AMOUNT: 151,239.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AUSTIN WILKIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02123193737
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVARD ADVOCATE TRUSTEES INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DOUGLAS MCINTYRE
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0046111721
ReturnHeader/Filer/PhoneNum02123193737
ReturnHeader/Filer/USAddress/AddressLine1Txt036 SOUTH STREET
ReturnHeader/Filer/USAddress/CityNm0ROXBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006783
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/PreparationDt02021-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES J WEBB CPA
ReturnHeader/ReturnTs02021-06-11T16:46:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AUSTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILKIE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$394,933
Liabilities
$0
Net assets
$394,933
Revenue
$23,841
Expenses
$22,803
Net income
$1,038
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits