Civic Intelligence

Hellenic American School Endowment Trust

990 • Fiscal year 2016 • EIN 04-6940715

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileWWW.HAAENDOWMENTTRUST.ORG
PO Box 1252Lowell, MA 01854

(978) 475-7537

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-273%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

4.4%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$253,653

Down $78,051 (-24%) from 2015

Net Assets

Down

$253,653

Down $78,051 (-24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin2nd percentile

Revenue

Up

$28,603

Up $1,203 (+4.4%) from 2015

Expenses

Down

$106,654

Down $129,824 (-55%) from 2015

Net Income

Up

-$78,051

Up $131,027 (+63%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2016

Assets$253,653
Liabilities$0
Net Assets$253,653
Open 2016 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$28,603
Expenses$106,654
Net Income-$78,051
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$28,603
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.

Develop and promote endowment for hellenic american school holy trinity

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$331,704$253,653▼ $78,051
Investments Other Securities$329,127$252,895▼ $76,232
Cash and Non-Interest-Bearing Accounts$2,577$758▼ $1,819
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$331,704$253,653▼ $78,051
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$331,704$253,653▼ $78,051
Total Liabilities and Net Assets / Fund Balance$331,704$253,653▼ $78,051

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$252,895--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
George a ChristopoulosBoard Member
Julie GrillakisBoard Member
Kathy KoukoulosBoard Member
Theodora StathopoulosBoard Member
Voula DanasBoard Member
Donna a ChristopoulosCo-trustee
Lynda a RizosCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$15,590
Program Service Revenue
$0
Investment Income
$2,089
Other Revenue
$10,924
Change in Net Assets
$-78,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$101,500
Other Expenses$5,154
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$101,500--$101,500
Fees for Service Investment Mgmnt Fees$2,235--$2,235
Information Technology$976--$976
Office Expenses$846--$846
Conferences and Meetings$748--$748
Advertising$250--$250
Other Expenses$99--$99
Total Functional Expenses$106,654$0$0$106,654
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hellenic American AcademyLowell, MA-To Assist With School Operations-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,924
Fundraising Direct Expenses$0
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“Minutes are kept of all board meetings.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the trustees and then presented to the board.”

Form 990, Part VI, Section C, Line 19

“A copy is availbale for review at the hellenic american academy”

Filing and Contact Details

Filer

Filer Name
Hellenic American School Endowment Trust
EIN
04-6940715
Phone
9784757537
Address
PO BOX 1252, LOWELL, MA 01854

Signing Officer

Name
Donna Christopoulos
Title
Trustee
Phone
9784757537
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Christopoulos
Formed
2000
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Walsh & Co
Address
632A MAIN STREET, WINCHESTER, MA 01890
Preparer
Michael J Walsh CPA
Phone
7817210295
Raw XML Appendix353 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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IRS990/MissionDesc0THE 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.
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IRS990ScheduleI/RecipientTable/RecipientEIN0042103790
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt041 BROADWAY ST
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MINUTES ARE KEPT OF ALL BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TRUSTEES AND THEN PRESENTED TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY IS AVAILBALE FOR REVIEW AT THE HELLENIC AMERICAN ACADEMY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0331704
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0253653
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0106654
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010924
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02089
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028603
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0331704
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0253653
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 HAMPTON LANE
IRS990/USAddress/CityNm0ANDOVER
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001810
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.HAAENDOWMENTTRUST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA CHRISTOPOULOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09784757537
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELLENIC AMERICAN SCHOOL ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HELL
ReturnHeader/Filer/EIN0046940715
ReturnHeader/Filer/PhoneNum09784757537
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1252
ReturnHeader/Filer/USAddress/CityNm0LOWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001854
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03069DA5835C96C96273DA6921E0FEF3C8D92E293
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId039D6D13024DE722D3F3440D1533E28FF447F3CFC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.127.203.213
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm018:42:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043209238
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALSH & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0632A MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001890
ReturnHeader/PreparerPersonGrp/PhoneNum07817210295
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J WALSH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T17:42:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,653
Liabilities
$0
Net assets
$253,653
Revenue
$28,603
Expenses
$106,654
Net income
-$78,051
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