Civic Intelligence

Harvard Advocate Trustees Inc

990EZ • Fiscal year 2022 • EIN 04-6111721

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 31, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

28th percentile

-13%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-33%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$392,533

Down $56,101 (-13%) from 2021

Net Assets

Down

$392,533

Down $56,101 (-13%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin69th percentile

Revenue

Down

$28,185

Down $13,715 (-33%) from 2021

Expenses

Up

$22,943

Up $11,258 (+96%) from 2021

Net Income

Down

$5,242

Down $24,973 (-83%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2022

Assets$392,533
Liabilities$0
Net Assets$392,533
Open 2022 Filing

Operations Trend

Revenue Growth17th 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

2022

Revenue$28,185
Expenses$22,943
Net Income$5,242
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$28,185
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.$4,600$4,600
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER BROOKSTrustee-$0--
EMILY CHERTOFFTrustee-$0--
LESLIE DUNTON-DOWNERTrustee-$0--
JONATHAN GALASSITrustee-$0--
LEV GROSSMANTrustee-$0--
ANGELA MARIANITrustee-$0--
CELIA MCGEETrustee-$0--
SUSAN MORRISONTrustee-$0--
THOMAS STEWARTTrustee-$0--
JEAN STROUSETrustee-$0--
CASEY CEPTrustee-$0--
CHARLES ATKINSONCo-Secretary-$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
Douglas Mcintyre
Title
Treasurer
Phone
2123193737
Signed
2023-10-31
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: trustee lunch. Amount: 251. Description: insurance premiums. Amount: 3,896. Description: repairs and maintenance. Amount: 12,646. Total to form 990-ez, line 16: 16,793.”

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

“Description: unrealized loss on investments. Amount: -61,343.”

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

“Description: vanguard wellington admiral fund. Beg. Of year amount: 130,427. End of year amount: 81,372. Description: vanguard international stock admiral fund. Beg. Of year amount: 80,748. End of year amount: 130,638. Description: vanguard windsor ii admiral fund. Beg. Of year amount: 169,948. End of year amount: 169,575.”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER BROOKS
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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/PersonNm10CASEY CEP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CHARLES ATKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11CO-SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt0-61343
IRS990EZ/OtherExpensesTotalAmt016793
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/GrantsAndAllocationsAmt04600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04600
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TotalRevenueAmt028185
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION CONSISTENTLY RECEIVES SMALL DONATIONS FROM THE GENERAL PUBLIC AND OTHER CHARITIES. THE BOARD OF DIRECTORS CONSISTS OF A DIVERSE GROUP OF UNRELATED INVDIVIDUALS ORGANIZED TO SUPPORT THE HARVARD ADVOCATE WHICH WAS FOUNDED IN 1866, AND IS THE OLDEST CONTINUOUSLY PUBLISHED COLLEGIATE LITERARY MAGAZINE IN THE COUNTRY. THE ADVOCATE'S MISSION IS TO PUBLISH THE BEST ART, FICTION, POETRY, AND PROSE THAT THE HARVARD UNDERGRADUATE COMMUNITY OFFERS. THE LOW PERCENTAGE OF PUBLIC SUPPORT IS DUE PRIMARILY FROM THE RELATIVELY HIGH LEVEL OF INVESTEMENT INCOME FROM THE ORGANIZATIONS UNRESTRICTED FUNDS. FOR THE PAST SEVERAL YEARS THE PUBLIC SUPPORT PERCENTAGE HAS BEEN ABOVE 33% AND THE PAST TWO YEARS IT HAS FALLEN BELOW 33% BUT REMAINS RELATIVELY CLOSE THERETO.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02118
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05890
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IRS990ScheduleA/TotalSupportAmt0145021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST, DIVIDENDS AND CAPITAL GAIN DISTRIBUTIONS. AMOUNT:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TRUSTEE LUNCH. AMOUNT: 251. DESCRIPTION: INSURANCE PREMIUMS. AMOUNT: 3,896. DESCRIPTION: REPAIRS AND MAINTENANCE. AMOUNT: 12,646. TOTAL TO FORM 990-EZ, LINE 16: 16,793.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: -61,343.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: VANGUARD WELLINGTON ADMIRAL FUND. BEG. OF YEAR AMOUNT: 130,427. END OF YEAR AMOUNT: 81,372. DESCRIPTION: VANGUARD INTERNATIONAL STOCK ADMIRAL FUND. BEG. OF YEAR AMOUNT: 80,748. END OF YEAR AMOUNT: 130,638. DESCRIPTION: VANGUARD WINDSOR II ADMIRAL FUND. BEG. OF YEAR AMOUNT: 169,948. END OF YEAR AMOUNT: 169,575.
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.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS MCINTYRE
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ReturnHeader/BusinessOfficerGrp/PhoneNum02123193737
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES J WEBB CPA
ReturnHeader/ReturnTs02023-10-31T16:30:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOUGLAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCINTYRE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$392,533
Liabilities
$0
Net assets
$392,533
Revenue
$28,185
Expenses
$22,943
Net income
$5,242
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

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