Forest Hills Educational Trust

990EZ • Fiscal year 2021 • EIN 22-3182448

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization Profile WWW.FORESTHILLSTRUST.ORG

95 Forest Hills AvenueJamaica Plain, MA 02130

(617) 524-0128

Siviq Scores

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

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

1.48x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

-117%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

2.9%

Faster asset growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

5.8%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets73rd percentile

Assets

$173,989

Up $4,967 (+2.9%) from 2020

Net Assets

Down

$164,993

Down $3,981 (-2.4%) from 2020

Liabilities

$8,996

Up $8,948 (+18642%) from 2020

Revenue And Expenses

Liabilities / Revenue96th percentile Net Margin7th percentile

Revenue

$6,069

Up $330 (+5.8%) from 2020

Expenses

Down

$13,199

Down $2,193 (-14%) from 2020

Net Income

-$7,130

Up $2,523 (+26%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

Highlighted filing

2021

Assets$173,989

Liabilities$8,996

Net Assets$164,993

Open 2021 Filing

Operations Trend

Revenue Growth52nd percentile

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

Highlighted filing

2021

Revenue$6,069

Expenses$13,199

Net Income-$7,130

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Nov 7, 2022
Return Version: 2021v4.2
Gross Receipts: $6,069

Mission and Program Overview

Mission

To promote the appreciation and preservation of the historic artifacts created by or related to persons interred in forest hills cemetery

Program Services

Description	Grants	Expenses
TO PROMOTE THE APPRECIATION AND PRESERVATION OF THE HISTORIC ARTIFACTS CREATED BY OR RELATED TO PERSONS INTERRED IN FOREST HILLS CEMETERY BY ALLOWING THE GENERAL PUBLIC AND THE ORGANIZATION'S MEMBERS TO PARTICIPATE IN EDUCATIONAL PROGRAMS AT THE CEMETERY WHICH PROMOTE THE APPRECIATION AND PRESERVATION OF THE ARTIFACTS.	$0	$1,815

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JANICE STETZ	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Forest Hills Educational Trust
EIN: 22-3182448
Phone: 6175240128
Address: 95 FOREST HILLS AVENUE, JAMAICA PLAIN, MA 02130

Signing Officer

Name: Michael Vaccaro
Title: Treasurer
Phone: 6175240128
Signed: 2022-11-07
Discuss with paid preparer: Yes

Preparer

Firm: Morgan & Morgan Pc
Address: 175 DERBY STREET - SUITE 40, HINGHAM, MA 02043
Preparer: Timothy Maclellan Cpapfs
Phone: 7817490050

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: misc income . Amount: 125. Description: investment income . Amount: 1,843. Description: sale of books. Amount: 302. Description: tour admission revenue. Amount: 965. Total to form 990-ez, line 8: 3,235.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: marketing . Amount: 1,965. Description: office expense . Amount: 625. Description: miscellaneous expense . Amount: 850. Total to form 990-ez, line 16: 3,440.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain (loss) on investments. Amount: 3,149.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investments . Beg. Of year amount: 158,247. End of year amount: 162,783. Description: prepaid expenses . Beg. Of year amount: 295. End of year amount: 0.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable accrual . Beg. Of year amount: 48. End of year amount: 8,996.”

Raw XML Appendix150 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.

Path	#	Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6175240128
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	95 FOREST HILLS AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	JAMAICA PLAIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	02130
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	10480
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	11206
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	2834
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-7130
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	3300
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	169022
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	173989
IRS990EZ/GrossReceiptsAmt	0	6069
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	168974
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	164993
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	168974
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	164993
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JANICE STETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	158542
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	162783
IRS990EZ/OtherChangesInNetAssetsAmt	0	3149
IRS990EZ/OtherExpensesTotalAmt	0	3440
IRS990EZ/OtherRevenueTotalAmt	0	3235
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROMOTE THE APPRECIATION AND PRESERVATION OF THE HISTORIC ARTIFACTS CREATED BY OR RELATED TO PERSONS INTERRED IN FOREST HILLS CEMETERY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO PROMOTE THE APPRECIATION AND PRESERVATION OF THE HISTORIC ARTIFACTS CREATED BY OR RELATED TO PERSONS INTERRED IN FOREST HILLS CEMETERY BY ALLOWING THE GENERAL PUBLIC AND THE ORGANIZATION'S MEMBERS TO PARTICIPATE IN EDUCATIONAL PROGRAMS AT THE CEMETERY WHICH PROMOTE THE APPRECIATION AND PRESERVATION OF THE ARTIFACTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	1815
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	6459
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	48
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	8996
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	13199
IRS990EZ/TotalProgramServiceExpensesAmt	0	1815
IRS990EZ/TotalRevenueAmt	0	6069
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.FORESTHILLSTRUST.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	2834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	4834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	5746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	7147
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	6936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	27497
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	1968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	905
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	1338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	1478
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	5257
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	10946
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt	0	5793
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt	0	302
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	276
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	310
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	354
IRS990ScheduleA/OtherIncome170Grp/TotalAmt	0	1242
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.69290
IRS990ScheduleA/PublicSupportPY170Pct	0	0.71940
IRS990ScheduleA/PublicSupportTotal170Amt	0	27497
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	2834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	4834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	5746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	7147
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	6936
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	27497
IRS990ScheduleA/TotalSupportAmt	0	39685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: MISC INCOME . AMOUNT: 125. DESCRIPTION: INVESTMENT INCOME . AMOUNT: 1,843. DESCRIPTION: SALE OF BOOKS. AMOUNT: 302. DESCRIPTION: TOUR ADMISSION REVENUE. AMOUNT: 965. TOTAL TO FORM 990-EZ, LINE 8: 3,235.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: MARKETING . AMOUNT: 1,965. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 625. DESCRIPTION: MISCELLANEOUS EXPENSE . AMOUNT: 850. TOTAL TO FORM 990-EZ, LINE 16: 3,440.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: UNREALIZED GAIN (LOSS) ON INVESTMENTS. AMOUNT: 3,149.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: INVESTMENTS . BEG. OF YEAR AMOUNT: 158,247. END OF YEAR AMOUNT: 162,783. DESCRIPTION: PREPAID EXPENSES . BEG. OF YEAR AMOUNT: 295. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	DESCRIPTION: ACCOUNTS PAYABLE ACCRUAL . BEG. OF YEAR AMOUNT: 48. END OF YEAR AMOUNT: 8,996.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MICHAEL VACCARO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6175240128
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	FOREST HILLS EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	FORE
ReturnHeader/Filer/EIN	0	223182448
ReturnHeader/Filer/PhoneNum	0	6175240128
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	95 FOREST HILLS AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	JAMAICA PLAIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	02130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	042680237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MORGAN & MORGAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	175 DERBY STREET - SUITE 40
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	HINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02043
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7817490050
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	TIMOTHY MACLELLAN CPAPFS
ReturnHeader/ReturnTs	0	2022-11-09T07:50:42-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	VACCARO
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $173,989
Liabilities: $8,996
Net assets: $164,993
Revenue: $6,069
Expenses: $13,199
Net income: -$7,130

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.52	$0.08	$1.44	$0.06	$0.09	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$1.53	$0.08	$1.45	$0.02	$0.09	$0.07
2022Detailed filing. Detailed filing data is available for this year.	$1.57	$0.10	$1.47	$0.02	$0.12	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$1.74	$0.09	$1.65	$0.06	$0.13	$0.07
2020Detailed filing. Detailed filing data is available for this year.	$1.69	$0.00	$1.69	$0.06	$0.15	$0.10
2019Detailed filing. Detailed filing data is available for this year.	$1.81	$0.10	$1.71	$0.97	$1.04	$0.06
2018Detailed filing. Detailed filing data is available for this year.	$1.70	$0.00	$1.70	$0.20	$0.20	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$2.19	$0.34	$1.85	$0.13	$0.45	$0.33
2016Detailed filing. Detailed filing data is available for this year.	$2.45	$0.37	$2.07	$0.15	$0.58	$0.43
2015Detailed filing. Detailed filing data is available for this year.	$2.89	$0.48	$2.41	$0.20	$0.57	$0.37
2014Detailed filing. Detailed filing data is available for this year.	$2.88	$0.00	$2.88	$0.19	$0.18	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$3.64	$0.76	$2.88	$1.48	$1.29	$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.10	$0.42	$2.68	$1.59	$2.49	$0.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.39	$0.00	$3.39	$0.78	$0.70	$0.08
2010Summary only. Only limited summary data is available for this year.	$3.79	$0.41	$3.38	$1.19	$3.09	$1.90