Civic Intelligence

Groton Public Library Endowment Trust

990 • Fiscal year 2014 • EIN 04-6819503

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization Profilewww.gplendowment.org
PO Box 401Groton, MA 01450

(978) 448-8000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,288,447

Flat from 2014

Net Assets

Flat

$2,288,447

Flat from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses

Revenue

Flat

$435,292

Flat from 2014

Expenses

Flat

$75,407

Flat from 2014

Net Income

Flat

$359,885

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,738,033Liabilities 2011: $0Net Assets 2011: $1,738,0332011Assets 2012: $1,650,918Liabilities 2012: $0Net Assets 2012: $1,650,9182012Assets 2013: $1,928,562Liabilities 2013: $0Net Assets 2013: $1,928,5622013Assets 2014: $2,288,447Liabilities 2014: $0Net Assets 2014: $2,288,4472014Assets 2014: $2,288,447Liabilities 2014: $0Net Assets 2014: $2,288,4472014Assets 2015: $2,298,962Liabilities 2015: $0Net Assets 2015: $2,298,9622015Assets 2016: $2,212,683Liabilities 2016: $0Net Assets 2016: $2,212,6832016Assets 2017: $2,554,006Liabilities 2017: $0Net Assets 2017: $2,554,0062017Assets 2018: $2,768,415Liabilities 2018: $0Net Assets 2018: $2,768,4152018Assets 2019: $2,844,033Liabilities 2019: $0Net Assets 2019: $2,844,0332019Assets 2020: $3,040,506Liabilities 2020: $0Net Assets 2020: $3,040,5062020Assets 2021: $3,984,554Liabilities 2021: $668Net Assets 2021: $3,983,8862021Assets 2022: $3,353,491Liabilities 2022: $1,759Net Assets 2022: $3,351,7322022Assets 2023: $3,717,449Liabilities 2023: $1,280Net Assets 2023: $3,716,1692023Assets 2024: $4,192,419Liabilities 2024: $2,460Net Assets 2024: $4,189,9592024Assets 2025: $4,649,449Liabilities 2025: $1,108Net Assets 2025: $4,648,3412025

Highlighted filing

2014

Assets$2,288,447
Liabilities$0
Net Assets$2,288,447
Open 2014 Filing

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $74,9872011Expenses 2012: $148,3542012Revenue 2013: $341,533Expenses 2013: $63,889Net Income 2013: $277,6442013Revenue 2014: $435,292Expenses 2014: $75,407Net Income 2014: $359,8852014Revenue 2014: $435,292Expenses 2014: $75,407Net Income 2014: $359,8852014Revenue 2015: $155,124Expenses 2015: $70,920Net Income 2015: $84,2042015Revenue 2016: $165,210Expenses 2016: $81,462Net Income 2016: $83,7482016Revenue 2017: $149,951Expenses 2017: $77,226Net Income 2017: $72,7252017Revenue 2018: $177,268Expenses 2018: $87,436Net Income 2018: $89,8322018Revenue 2019: $278,192Expenses 2019: $96,388Net Income 2019: $181,8042019Revenue 2020: $617,469Expenses 2020: $94,380Net Income 2020: $523,0892020Revenue 2021: $294,594Expenses 2021: $89,332Net Income 2021: $205,2622021Revenue 2022: $92,944Expenses 2022: $113,663Net Income 2022: -$20,7192022Revenue 2023: $69,377Expenses 2023: $120,011Net Income 2023: -$50,6342023Revenue 2024: $199,720Expenses 2024: $173,330Net Income 2024: $26,3902024Revenue 2025: $178,598Expenses 2025: $150,667Net Income 2025: $27,9312025

Highlighted filing

2014

Revenue$435,292
Expenses$75,407
Net Income$359,885
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$435,292
Mission and Program Overview

Mission

Suppport of the groton public library

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,921,800$2,265,549▲ $343,749
Savings and Temporary Cash Investments$6,762$22,898▲ $16,136
Total Assets$1,928,562$2,288,447▲ $359,885
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,928,562$2,288,447▲ $359,885
Total Net Assets Fund Balance$1,928,562$2,288,447▲ $359,885
Total Liabilities and Net Assets / Fund Balance$1,928,562$2,288,447▲ $359,885
Compensation and Service Providers

Board Members and Trustees

NameTitle
Connie KeeranChairperson
David B AlexanderTrustee
Kristen Von CampeTrustee Liai
Vanessa AbrahamLibrary Dire
Edward H StrachanSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$11,981
Program Service Revenue
$0
Investment Income
$418,772
Other Revenue
$4,539
All Other Contributions
$11,981
Change in Net Assets
$359,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,407
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$6,604-$6,604
Fees for Services Accounting-$1,800-$1,800
Other Expenses$1,166--$1,166
Total Functional Expenses$67,003$8,404$0$75,407
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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

“Form 990 distributed and reviewed by trustees prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Policy revised & reviewed at trustee meeting.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

EIN
04-6819503
Phone
9784488000

Signing Officer

Name
Edward H Strachan
Title
Treasurer/secretary
Phone
9784488000
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Philip Y Brodeur
Phone
9783451377
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“Error and omission was discovered on schedule a, part ii, sections b and c on original filed return.”

Raw XML Appendix279 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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE GROTON PUBLIC LIBRARY ENDOWMENT TRUST WAS FOUNDED IN 1996 TO ASSIST IN MAINTAINING THE QUALITY AND EXCELLENCE OF THE GROTON PUBLIC LIBRARY IN GROTON, MA. THE ENDOWMENT WAS FUNDED WITH MONEY FROM MANY INDIVIDUALS IN GROTON, AND INVESTED AS A PERMANENT ENDOWMENT, WITH A PERCENTAGE OF THE NET ASSETS USED TO FUND LIBRARY EXPENDITURES THROUGH A GRANT PROCESS. EACH YEAR, THE GROTON PUBLIC LIBRARY ENDOWMENT TRUST SENDS OUT AN 8 PAGE NEWSLETTER MAILED TO ALL HOUSEHOLDS IN GROTON DETAILING THE PROGRAMS THAT WERE SUPPORTED DURING THE PAST YEAR BY THE ENDOWMENT, AND SOLICITING FUNDS FOR THE ENDOWMENT. IN ADDITION, A MENTION IS MADE AT THE BEGINNING AND END OF ALL LIBRARY PROGRAMS FUNDED BY THE ENDOWMENT THAT THE ENDOWMENT HAS FUNDED THE PROGRAM, WITH A REQUEST FOR SUPPORT FOR THE ENDOWMENT. OCCASIONALLY EVENTS ARE ALSO HELD TO HONOR DONORS TO THE ENDOWMENT. ALL PROCEEDS OF THE ENDOWMENT ARE SPENT ON LIBRARY PROGRAMS AND RELATED COSTS. THE ENDOWMENT TRUST IS GOVERNED BY A BOARD OF TRUSTEES MADE UP OF THE GROTON PUBLIC LIBRARY DIRECTOR, A GROTON PUBLIC LIBRARY TRUSTEE, TWO MEMBERS APPOINTED BY THE GROTON PUBLIC LIBRARY TRUSTEES, AND ONE MEMBER APPOINTED BY THE GROTON TOWN MODERATOR, TO ENSURE THAT THE ENDOWMENT OPERATES FOR THE PUBLIC BENEFIT OF THE CITIZENS OF GROTON.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0THE GROTON PUBLIC LIBRARY ENDOWMENT TRUST WAS FOUNDED IN 1996 TO ASSIST IN MAINTAINING THE QUALITY AND EXCELLENCE OF THE GROTON PUBLIC LIBRARY IN GROTON, MA. THE ENDOWMENT WAS FUNDED WITH MONEY FROM MANY INDIVIDUALS IN GROTON, AND INVESTED AS A PERMANENT ENDOWMENT, WITH A PERCENTAGE OF THE NET ASSETS USED TO FUND LIBRARY EXPENDITURES THROUGH A GRANT PROCESS. EACH YEAR, THE GROTON PUBLIC LIBRARY ENDOWMENT TRUST SENDS OUT AN 8 PAGE NEWSLETTER MAILED TO ALL HOUSEHOLDS IN GROTON DETAILING THE PROGRAMS THAT WERE SUPPORTED DURING THE PAST YEAR BY THE ENDOWMENT, AND SOLICITING FUNDS FOR THE ENDOWMENT. IN ADDITION, A MENTION IS MADE AT THE BEGINNING AND END OF ALL LIBRARY PROGRAMS FUNDED BY THE ENDOWMENT THAT THE ENDOWMENT HAS FUNDED THE PROGRAM, WITH A REQUEST FOR SUPPORT FOR THE ENDOWMENT. OCCASIONALLY EVENTS ARE ALSO HELD TO HONOR DONORS TO THE ENDOWMENT. ALL PROCEEDS OF THE ENDOWMENT ARE SPENT ON LIBRARY PROGRAMS AND RELATED COSTS. THE ENDOWMENT TRUST IS GOVERNED BY A BOARD OF TRUSTEES MADE UP OF THE GROTON PUBLIC LIBRARY DIRECTOR, A GROTON PUBLIC LIBRARY TRUSTEE, TWO MEMBERS APPOINTED BY THE GROTON PUBLIC LIBRARY TRUSTEES, AND ONE MEMBER APPOINTED BY THE GROTON TOWN MODERATOR, TO ENSURE THAT THE ENDOWMENT OPERATES FOR THE PUBLIC BENEFIT OF THE CITIZENS OF GROTON.
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0014403907
ReturnHeader/PreparerPersonGrp/PhoneNum09783451377
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP Y BRODEUR
ReturnHeader/ReturnTs02014-11-12T09:35:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,288,447
Liabilities
$0
Net assets
$2,288,447
Revenue
$435,292
Expenses
$75,407
Net income
$359,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$0.00$4.65$0.18$0.15$0.03
2024Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.20$0.17$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.00$3.72$0.07$0.12$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.00$3.35$0.09$0.11$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.29$0.09$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$0.62$0.09$0.52
2019Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.28$0.10$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.18$0.09$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.00$2.55$0.15$0.08$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.17$0.08$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.16$0.07$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.44$0.08$0.36
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.44$0.08$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.34$0.06$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.00$1.65$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits