Civic Intelligence

Friends of Harvard Rotc Trust

EIN 22-3376419 • 501(c)3 • Boston, MA

Profile

To provide grants to the Massachusetts Institute of Technology so that students at Harvard University may participate in the Reserve Officer Training Corps (ROTC).

Choate LLP PO Box 961019Boston, MA 02196

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 2016

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

1st percentile

-44148%

Higher net margin than 1% of similar nonprofits.

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

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 2016

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

7th percentile

-91%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $621,890 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$0

Down $621,890 (-100%) from 2015

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$1,411

Down $14,444 (-91%) from 2015

Expenses

Up

$624,341

Up $512,050 (+456%) from 2015

Net Income

Down

-$622,930

Down $526,494 (-546%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$1.0M$500K$0Assets 2011: $982,289Liabilities 2011: $0Net Assets 2011: $982,2892011Assets 2012: $897,325Liabilities 2012: $0Net Assets 2012: $897,3252012Assets 2013: $822,196Liabilities 2013: $0Net Assets 2013: $822,1962013Assets 2014: $731,266Liabilities 2014: $0Net Assets 2014: $731,2662014Assets 2015: $621,890Liabilities 2015: $0Net Assets 2015: $621,8902015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $197,678Expenses 2011: $119,642Net Income 2011: $78,0362011Revenue 2012: $2,127Expenses 2012: $87,133Net Income 2012: -$85,0062012Revenue 2013: $10,543Expenses 2013: $81,746Net Income 2013: -$71,2032013Revenue 2014: $13,887Expenses 2014: $110,665Net Income 2014: -$96,7782014Revenue 2015: $15,855Expenses 2015: $112,291Net Income 2015: -$96,4362015Revenue 2016: $1,411Expenses 2016: $624,341Net Income 2016: -$622,9302016

Highlighted filing

2016

Revenue$1,411
Expenses$624,341
Net Income-$622,930
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,411
Expenses
$624,341
Net income
-$622,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$6.24$6.23
2015Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.16$1.12$0.96
2014Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.14$1.11$0.97
2013Summary only. Only limited summary data is available for this year.$8.22$0.00$8.22$0.11$0.82$0.71
2012Summary only. Only limited summary data is available for this year.$8.97$0.00$8.97$0.02$0.87$0.85
2011Summary only. Only limited summary data is available for this year.$9.82$0.00$9.82$1.98$1.20$0.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$98,377
Mission and Program Overview

Mission

To provide grants to the Massachusetts Institute of Technology so that students at Harvard University may participate in the Reserve Officer Training Corps (ROTC).

Defray the cost incurred to the Massachusetts Institute of Technology so that students at Harvard University may participate in the Reserve Officer Training Corps (ROTC).

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$621,890$0▼ $621,890
Savings and Temporary Cash Investments$525,964$0▼ $525,964
Investments in Publicly Traded Securities$95,926$0▼ $95,926
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$621,890$0▼ $621,890
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$621,890$0▼ $621,890
Total Liabilities and Net Assets / Fund Balance$621,890$0▼ $621,890
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Charles A CheeverTrustee
Renat V LumpauTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,411
Other Revenue
$0
Change in Net Assets
$-622,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$617,372
Other Expenses$6,969
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$617,372--$617,372
Fees for Services Accounting-$6,000-$6,000
Fees for Services Legal-$969-$969
Total Functional Expenses$617,372$6,969$0$624,341
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard UniversityCambridge, MA501(c)(3)To support the Faculty of Arts & Sciences for the ROTC Support Fund and the Faculty of Arts & Sciences for the Friends of Harvard ROTC Trust Endowment Fund.$617,372
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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 B, line 11

“Form 990 is submitted to the trustees for review and signature prior to filing the form.”

Form 990, Part VI, Section C, line 19

“The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Friends of Harvard ROTC Trust
EIN
22-3376419
Phone
6172484760
Address
Choate LLP PO Box 961019, Boston, MA 02196

Signing Officer

Name
Charles A Cheever
Title
Trustee
Phone
6172484760
Signed
2016-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles A Cheever
Formed
1995
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Baker Newman & Noyes
Address
175 FEDERAL STREET SUITE 970, BOSTON, MA 02110
Preparer
Nicholas E Porto
Phone
6175563900
Raw XML Appendix322 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0In accordance with organization's trust document, upon termination of the organization, the Trustees shall distribute the trust property to Harvard for its general purposes, provided that Harvard is at the dates of termination and distribution described in Sections 501(c)(3) and 170(b)(1)(a) of the Internal Revenue Code. Additional monitoring is not deemed necessary.
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1124 Mount Auburn Street
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Cambridge
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1Cambridge
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1MA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd0021385795
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd1021385795
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is submitted to the trustees for review and signature prior to filing the form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0621890
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0621890
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06969
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0617372
IRS990/TotalFunctionalExpensesGrp/TotalAmt0624341
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0621890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0617372
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01411
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01411
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0621890
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0Choate LLP PO Box 961019
IRS990/USAddress/CityNm0Boston
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002196
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles A Cheever
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06172484760
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Friends of Harvard ROTC Trust
ReturnHeader/Filer/BusinessNameControlTxt0FRIE
ReturnHeader/Filer/EIN0223376419
ReturnHeader/Filer/PhoneNum06172484760
ReturnHeader/Filer/USAddress/AddressLine1Txt0Choate LLP PO Box 961019
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002196
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER NEWMAN & NOYES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 FEDERAL STREET SUITE 970
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06175563900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02016-10-26T08:14:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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