Civic Intelligence

The Hopedale Educational Endowment Trust Inc

990 • Fiscal year 2014 • EIN 22-2596536

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 15, 2014

Organization Profile
25 Adin Street01747

(508) 634-2220

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

39%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$15,411

Up $1,832 (+13%) from 2013

Net Assets

Up

$15,411

Up $1,832 (+13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin89th percentile

Revenue

$4,647

No earlier filing loaded for comparison.

Expenses

Down

$2,815

Down $1,320 (-32%) from 2013

Net Income

$1,832

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$30K$20K$10K$0Assets 2011: $21,238Liabilities 2011: $0Net Assets 2011: $21,2382011Assets 2012: $17,340Liabilities 2012: $0Net Assets 2012: $17,3402012Assets 2013: $13,579Liabilities 2013: $0Net Assets 2013: $13,5792013Assets 2014: $15,411Liabilities 2014: $0Net Assets 2014: $15,4112014Assets 2015: $14,281Liabilities 2015: $0Net Assets 2015: $14,2812015Assets 2016: $12,967Liabilities 2016: $0Net Assets 2016: $12,9672016Assets 2017: $11,030Liabilities 2017: $0Net Assets 2017: $11,0302017Assets 2018: $6,246Liabilities 2018: $0Net Assets 2018: $6,2462018Assets 2019: $4,331Liabilities 2019: $0Net Assets 2019: $4,3312019Assets 2020: $3,482Liabilities 2020: $0Net Assets 2020: $3,4822020

Highlighted filing

2014

Assets$15,411
Liabilities$0
Net Assets$15,411
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KExpenses 2011: $5,6872011Expenses 2012: $4,1702012Expenses 2013: $4,1352013Revenue 2014: $4,647Expenses 2014: $2,815Net Income 2014: $1,8322014Revenue 2015: $1,690Expenses 2015: $2,820Net Income 2015: -$1,1302015Revenue 2016: $1,486Expenses 2016: $2,800Net Income 2016: -$1,3142016Revenue 2017: $113Expenses 2017: $2,050Net Income 2017: -$1,9372017Revenue 2018: $211Expenses 2018: $4,995Net Income 2018: -$4,7842018Revenue 2019: $310Expenses 2019: $2,225Net Income 2019: -$1,9152019Revenue 2020: $801Expenses 2020: $1,650Net Income 2020: -$8492020

Highlighted filing

2014

Revenue$4,647
Expenses$2,815
Net Income$1,832
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 15, 2014
Return Version
2013v3.1
Gross Receipts
$4,647
Mission and Program Overview

Mission

To support and promote education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,579$15,411▲ $1,832
Total Assets$13,579$15,411▲ $1,832
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$13,579$15,411▲ $1,832
Total Net Assets Fund Balance$13,579$15,411▲ $1,832
Total Liabilities and Net Assets / Fund Balance$13,579$15,411▲ $1,832
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Grace PoolPresident
Craig AdamsDirector
Lisa AlbertoDirector
Lori HampschDirector
Sandra BiagettiDirector
Dennis BreenClerk
Mlynne DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,632
Program Service Revenue
$0
Investment Income
$15
Other Revenue
$0
All Other Contributions
$4,632
Change in Net Assets
$1,832
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,000
Other Expenses$815
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,000--$2,000
Fees for Services Accounting-$750-$750
Other Expenses-$65-$65
Total Functional Expenses$2,000$815$0$2,815
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
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, Page 6, Part VI, Line 11B

“Form 990 reviewed by treasurer and signed by secretary of organization.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

EIN
22-2596536
Phone
5086342220

Signing Officer

Name
Dennis Breen
Title
Clerk
Phone
5086342220
Signed
2014-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Breen
Formed
1983
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Preparer
Brian M Macneil CPA Mst
Phone
5084787828
Raw XML Appendix270 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/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6CLERK
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IRS990/GrantAmt02000
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
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IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MissionDesc0TO SUPPORT AND PROMOTE EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt013579
IRS990/NetAssetsOrFundBalancesEOYAmt015411
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/PrincipalOfficerNm0DENNIS BREEN
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IRS990/PYGrantsAndSimilarPaidAmt02000
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013579
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015411
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05086342220
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10HOPEDALE EDUCATIONAL ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRUST INC
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ReturnHeader/Filer/EIN0222596536
ReturnHeader/Filer/PhoneNum05086342220
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum05084787828
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN M MACNEIL CPA MST
ReturnHeader/ReturnTs02014-10-16T09:07:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$15,411
Liabilities
$0
Net assets
$15,411
Revenue
$4,647
Expenses
$2,815
Net income
$1,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$3.48$0.00$3.48$0.80$1.65$0.85
2019Summary only. Only limited summary data is available for this year.$4.33$0.00$4.33$0.31$2.23$1.92
2018Summary only. Only limited summary data is available for this year.$6.25$0.00$6.25$0.21$5.00$4.78
2017Summary only. Only limited summary data is available for this year.$11.0$0.00$11.0$0.11$2.05$1.94
2016Summary only. Only limited summary data is available for this year.$13.0$0.00$13.0$1.49$2.80$1.31
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$1.69$2.82$1.13
2014Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$4.65$2.82$1.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$0.00$13.6$4.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$0.00$17.3$4.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$0.00$21.2$5.69