Civic Intelligence

Hellenic American School Endowment Trust

EIN 04-6940715 • 501(c)3 • Andover, MA

Profile

To provide funding for the hellenic amercian academy to secure the future of its students and continuing operations

10 Hampton LaneAndover, MA 01810

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

3rd percentile

-932%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $111,530 (-100%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $111,530 (-100%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Up

$6,441

Up $1,635 (+34%) from 2020

Expenses

Up

$66,453

Up $60,701 (+1055%) from 2020

Net Income

Down

-$60,012

Down $59,066 (-6244%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $938,213Liabilities 2010: $0Net Assets 2010: $938,2132010Assets 2011: $956,212Liabilities 2011: $0Net Assets 2011: $956,2122011Assets 2012: $846,856Liabilities 2012: $0Net Assets 2012: $846,8562012Assets 2013: $754,876Liabilities 2013: $0Net Assets 2013: $754,8762013Assets 2014: $558,416Liabilities 2014: $0Net Assets 2014: $558,4162014Assets 2015: $331,704Liabilities 2015: $0Net Assets 2015: $331,7042015Assets 2016: $253,653Liabilities 2016: $0Net Assets 2016: $253,6532016Assets 2017: $186,542Liabilities 2017: $0Net Assets 2017: $186,5422017Assets 2018: $79,399Liabilities 2018: $0Net Assets 2018: $79,3992018Assets 2019: $104,045Liabilities 2019: $0Net Assets 2019: $104,0452019Assets 2020: $111,530Liabilities 2020: $0Net Assets 2020: $111,5302020Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2010: $71,5292010Expenses 2011: $65,1402011Expenses 2012: $169,1772012Revenue 2013: $66,706Expenses 2013: $257,921Net Income 2013: -$191,2152013Revenue 2014: $59,791Expenses 2014: $256,251Net Income 2014: -$196,4602014Revenue 2015: $27,400Expenses 2015: $236,478Net Income 2015: -$209,0782015Revenue 2016: $28,603Expenses 2016: $106,654Net Income 2016: -$78,0512016Revenue 2017: $36,509Expenses 2017: $103,620Net Income 2017: -$67,1112017Revenue 2018: $18,432Expenses 2018: $101,744Net Income 2018: -$83,3122018Revenue 2019: $18,622Expenses 2019: $1,226Net Income 2019: $17,3962019Revenue 2020: $4,806Expenses 2020: $5,752Net Income 2020: -$9462020Revenue 2023: $6,441Expenses 2023: $66,453Net Income 2023: -$60,0122023

Highlighted filing

2023

Revenue$6,441
Expenses$66,453
Net Income-$60,012
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$6,441
Expenses
$66,453
Net income
-$60,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.06$0.66$0.60
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.05$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.19$0.01$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.18$1.02$0.83
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.37$1.04$0.67
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.29$1.07$0.78
2015Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.27$2.36$2.09
2014Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.60$2.56$1.96
2013Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.67$2.58$1.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.47$0.00$8.47$1.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.56$0.00$9.56$0.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.38$0.00$9.38$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Gross Receipts
$72,841
Mission and Program Overview

Mission

The endowment goal is to increase the helleniic american academy's revenue base in order to secure the future of the school. The students are the future of hellenism in the us.

To provide funding for the hellenic amercian academy to secure the future of its students and continuing operations

Program Services

DescriptionGrantsExpenses
TO DEVELOP,SECURE AND PROMOTE THE FUTURE OF THE HELLENICAMERICAN ACADEMY BY PROVIDING FUNDING$58,068$58,068
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA A CHRISTOPULOSTrustee-$0--
LYNDA A RIZOSTrustee-$0--
THEODORA STATHOPOULOSCommittee Member-$0--
KATHY KOURKOULOSCommittee Member-$0--
VOULA DANASCommittee Member-$0--
JULIE GRILLAKISCommittee Member-$0--
Filing and Contact Details

Filer

Filer Name
Hellenic American School Endowment Trust
EIN
04-6940715
Phone
9788869439
Address
10 HAMPTON LANE, ANDOVER, MA 01810

Signing Officer

Name
Lynda a Rizos
Title
Trustee
Phone
9788869439
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Saba Colman & Hunt PC
Address
500 Clark Road, Tewksbury, MA 01876
Preparer
Catherine M Colman
Phone
9788580321
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Education; education; hellenic american academy: 41 broadway, lowell, ma, 01854; none, 58068.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSES 308.”

Form 990EZ, Part I, Line 16

“INVESTMENT FEES 476.”

Form 990EZ, Part I, Line 16

“STATE FEES 205.”

Form 990EZ, Part I, Line 20

“UNREALIZED LOSS 779.”

Form 990EZ, Part II, Line 24

“Investments - securities 57224.”

Raw XML Appendix222 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/TitleTxt0TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2COMMITTEE MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMITTEE MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt057224
IRS990EZ/OtherChangesInNetAssetsAmt0779
IRS990EZ/OtherExpensesTotalAmt0989
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDING FOR THE HELLENIC AMERCIAN ACADEMY TO SECURE THE FUTURE OF ITS STUDENTS AND CONTINUING OPERATIONS
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058068
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt071559
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066453
IRS990EZ/TotalProgramServiceExpensesAmt058068
IRS990EZ/TotalRevenueAmt06441
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020151
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01185
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08610
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018196
IRS990ScheduleA/InvestmentIncomeCYPct00.47450
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1HELLENIC AMERICAN ACADEMY
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12023-12-27
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt141 BROADWAY STREET
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1LOWELL
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION; EDUCATION; HELLENIC AMERICAN ACADEMY: 41 BROADWAY, LOWELL, MA, 01854; NONE, 58068.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE EXPENSES 308.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES 476.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STATE FEES 205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED LOSS 779.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INVESTMENTS - SECURITIES 57224.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-12
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ReturnHeader/ReturnTs02024-05-13T13:29:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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