Civic Intelligence

Hopedale Educational Endowment

EIN 22-2596536 • 501(c)3 • Hopedale, MA

Profile

To support and promote education.

25 Adin StreetHopedale, MA 01747
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-106%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

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 2015

Asset Growth

32nd percentile

-20%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

158%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$3,482

Down $849 (-20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$3,482

Down $849 (-20%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Up

$801

Up $491 (+158%) from 2019

Expenses

Down

$1,650

Down $575 (-26%) from 2019

Net Income

Up

-$849

Up $1,066 (+56%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$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

2020

Assets$3,482
Liabilities$0
Net Assets$3,482
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest 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

2020

Revenue$801
Expenses$1,650
Net Income-$849
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$3,482
Liabilities
$0
Net assets
$3,482
Revenue
$801
Expenses
$1,650
Net income
-$849
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
Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 3, 2015
Return Version
2014v5.0
Gross Receipts
$1,690
Mission and Program Overview

Mission

To support and promote education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$15,411$14,281▼ $1,130
Total Assets$15,411$14,281▼ $1,130
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$15,411$14,281▼ $1,130
Total Net Assets Fund Balance$15,411$14,281▼ $1,130
Total Liabilities and Net Assets / Fund Balance$15,411$14,281▼ $1,130
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Lisa M AlbertoPresident
Craig J AdamsDirector
Grace G PoolDirector
Lori HampschDirector
Sandra BiagettiDirector
Pamela J SmithClerk
M Lynne DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,675
Program Service Revenue
$0
Investment Income
$15
Other Revenue
$0
All Other Contributions
$1,675
Change in Net Assets
$-1,130
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,000
Other Expenses$820
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-$20-$20
Total Functional Expenses$2,000$820$0$2,820
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

Filer Name
Hopedale Educational Endowment
EIN
22-2596536
Phone
5086342220
Address
25 ADIN STREET, HOPEDALE, MA 01747

Signing Officer

Name
Pamela J Smith
Title
Clerk
Phone
5086342220
Signed
2015-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela J Smith
Formed
1983
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Shepherd & Goldstein
Address
100 FRONT ST FL 16, WORCESTER, MA 01608
Preparer
Brian M Macneil CPA Mst
Phone
5087573311
Raw XML Appendix286 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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ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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