Civic Intelligence

New Hampshire Learning Initiative Inc.

990 • Fiscal year 2016 • EIN 47-4290504

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

PO Box 687Concord, NH 03302

(207) 703-0235

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.36x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.20x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

87th percentile

32%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$52,962

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Assets

$604,559

No earlier filing loaded for comparison.

Net Assets

$385,479

No earlier filing loaded for comparison.

Liabilities

$219,080

No earlier filing loaded for comparison.

Revenue

$1,106,675

No earlier filing loaded for comparison.

Expenses

$750,963

No earlier filing loaded for comparison.

Net Income

$355,712

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2016: $604,559Liabilities 2016: $219,080Net Assets 2016: $385,4792016Assets 2017: $1,072,111Liabilities 2017: $70,886Net Assets 2017: $1,001,2252017Assets 2018: $1,595,097Liabilities 2018: $66,400Net Assets 2018: $1,528,6972018Assets 2019: $1,809,492Liabilities 2019: $157,694Net Assets 2019: $1,651,7982019Assets 2020: $1,558,554Liabilities 2020: $39,193Net Assets 2020: $1,519,3612020Assets 2021: $2,353,198Liabilities 2021: $90,258Net Assets 2021: $2,262,9402021Assets 2022: $2,056,368Liabilities 2022: $105,696Net Assets 2022: $1,950,6722022Assets 2023: $1,830,910Liabilities 2023: $213,583Net Assets 2023: $1,617,3272023Assets 2024: $1,734,086Liabilities 2024: $100,568Net Assets 2024: $1,633,5182024

Highlighted filing

2016

Assets$604,559
Liabilities$219,080
Net Assets$385,479

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $1,106,675Expenses 2016: $750,963Net Income 2016: $355,7122016Revenue 2017: $1,675,993Expenses 2017: $1,106,247Net Income 2017: $569,7462017Revenue 2018: $1,830,963Expenses 2018: $1,303,491Net Income 2018: $527,4722018Revenue 2019: $1,407,267Expenses 2019: $1,284,166Net Income 2019: $123,1012019Revenue 2020: $1,131,697Expenses 2020: $1,264,134Net Income 2020: -$132,4372020Revenue 2021: $2,093,786Expenses 2021: $1,350,207Net Income 2021: $743,5792021Revenue 2022: $1,641,166Expenses 2022: $1,953,434Net Income 2022: -$312,2682022Revenue 2023: $2,134,748Expenses 2023: $2,468,091Net Income 2023: -$333,3432023Revenue 2024: $2,149,409Expenses 2024: $2,133,218Net Income 2024: $16,1912024

Highlighted filing

2016

Revenue$1,106,675
Expenses$750,963
Net Income$355,712
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,106,675
Mission and Program Overview

Mission

The New Hampshire Learning Initiative (NHLI) is a 501c3 non-profit organization focused on supporting educators, schools, and districts in New Hampshire. NHLI supports former and current educators dedicated to moving schools forward through meaningful educational change and providing all students with accessible learning pathways to success in college, career, and life. What began as a New Hampshire-based initiative to introduce an innovative assessment model for districts, has grown into a national effort to rethink education and assessment. We are proud to partner with states and organizations across the country to build a more equitable assessment system for students.

To accelerate innovation in k-12 education to move schools forward in helping students become competent and confident adults, able to pursue the futures they seek in college, career and beyond

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$29,767$546,309▲ $516,542
Accounts Receivable-$58,250-
Total Assets$29,767$604,559▲ $574,792
Liabilities
Accounts Payable and Accrued Expenses-$161,580-
Deferred Revenue-$57,500-
Total Liabilities$0$219,080▲ $219,080
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$274,494-
Unrestricted Net Assets$29,767$110,985▲ $81,218
Total Net Assets Fund Balance$29,767$385,479▲ $355,712
Total Liabilities and Net Assets / Fund Balance$29,767$604,559▲ $574,792
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jonathan Vander ElsExecutive DiFT$52,962$52,962

Board Members and Trustees

NameTitle
William DuncanPresident
Chris RathDirector
Dr Virginia BarryDirector
Dr Mark JoyceSecretary
Debra HollowayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$987,800
Program Service Revenue
$118,875
Investment Income
$0
Other Revenue
$0
All Other Contributions
$720,800
Change in Net Assets
$355,712

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,106,675
Total Revenue per Audited Statements
$1,106,675
Total Revenue per Form 990
$1,106,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$592,823
Grants and Similar Amounts Paid$100,301
Salaries, Compensation, and Employee Benefits$57,839
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$394,709--$394,709
Grants to Domestic Orgs$100,301--$100,301
Current Officers, Directors, Trustees, and Key Employees-$52,962-$52,962
Travel$23,070--$23,070
Conferences and Meetings$16,813--$16,813
All Other Expenses$2,760$2,432-$5,192
Payroll Taxes-$4,377-$4,377
Other Expenses$4,992$3,595-$3,595
Fees for Services Accounting-$2,687-$2,687
Insurance-$1,523-$1,523
Other Employee Benefits-$500-$500
Office Expenses-$238-$238
Advertising$112--$112
Total Functional Expenses$682,649$68,314$0$750,963

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$750,963
Total Expenses per Audited Statements$750,963
Total Expenses per Form 990$750,963
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Epping School District Sau 14Epping, NHGovPace Program Develop$18,861
Sau 35Littleton, NHGovPace Program Develop$18,330
Rochester School DistrictRochester, NHGovPace Program Develop$15,560
Concord School DistrictConcord, NHGovPace Program Develop$13,236
Souhegan School DistrictAmherst, NHGovPace Program Develop$11,179
Monroe School DistrictMonroe, NHGovPace Program Develop$10,242
Sanborn Regional School DistrictKingston, NHGovPace Program Develop$7,653
Seacoast Charter SchoolDover, NH501c3Pace Program Develop$5,240
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
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Board members are elected by the board of directors.

Form 990, Page 6, Part VI, Line 7B

The yearly budget, large contracts and the hiring of the executive director

Form 990, Page 6, Part VI, Line 11B

The board of directors receives a copy of the form 990 for their review and approval prior to filing

Form 990, Page 6, Part VI, Line 12C

Monitoring by board members and annual reviews of conflicts signed by each board member

Form 990, Page 6, Part VI, Line 15A

Compensation for executive director subject to approal by the board of directors

Form 990, Page 6, Part VI, Line 15B

No compensation for board of directors

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
The New Hampshire Learning
EIN
47-4290504
Address
PO BOX 687, CONCORD, NH 03302

Signing Officer

Name
Debra Holloway
Title
Treasurer
Signed
2017-11-15

Organization Details

Principal Officer
Debra Holloway
Formed
2015
Legal Domicile
Nh
Voting Board Members
5
Independent Board Members
5
Employees
1

Preparer

Firm
SANDERS & KARCHER CPA'S
Address
264 LAFAYETTE ROAD SUITE 7, PORTSMOUTH, NH 03801
Preparer
Robin F Winslow
Phone
6034300942
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting 195,483 0 0 project directors/leaders 74,326 0 0 technical assistants/support 124,900 0 0 total 394,709 0 0

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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/RecipientTable/RecipientEIN0026000929
IRS990ScheduleI/RecipientTable/RecipientEIN1200645885
IRS990ScheduleI/RecipientTable/RecipientEIN2020269682
IRS990ScheduleI/RecipientTable/RecipientEIN3026000568
IRS990ScheduleI/RecipientTable/RecipientEIN4026000256
IRS990ScheduleI/RecipientTable/RecipientEIN5020437493
IRS990ScheduleI/RecipientTable/RecipientEIN6026000744
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt038 LIBERTY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1171 WATSON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt217 DANVILLE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 130
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4213 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 849
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6260 COTTAGE STREET C
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7150 WAKEFIELD STREET SUITE 8
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CONCORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DOVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2KINGSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3MONROE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4EPPING
IRS990ScheduleI/RecipientTable/USAddress/CityNm5AMHERST
IRS990ScheduleI/RecipientTable/USAddress/CityNm6LITTLETON
IRS990ScheduleI/RecipientTable/USAddress/CityNm7ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6NH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7NH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd003301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd103820
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd203848
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd303771
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd403042
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd503031
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd603561
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd703867
IRS990ScheduleI/Total501c3OrgCnt08
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE ELECTED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE YEARLY BUDGET, LARGE CONTRACTS AND THE HIRING OF THE EXECUTIVE DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONITORING BY BOARD MEMBERS AND ANNUAL REVIEWS OF CONFLICTS SIGNED BY EACH BOARD MEMBER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FOR EXECUTIVE DIRECTOR SUBJECT TO APPROAL BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO COMPENSATION FOR BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONSULTING 195,483 0 0 PROJECT DIRECTORS/LEADERS 74,326 0 0 TECHNICAL ASSISTANTS/SUPPORT 124,900 0 0 TOTAL 394,709 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0274494
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt029767
IRS990/TotalAssetsEOYAmt0604559
IRS990/TotalAssetsGrp/BOYAmt029767
IRS990/TotalAssetsGrp/EOYAmt0604559
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0987800
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068314
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0682649
IRS990/TotalFunctionalExpensesGrp/TotalAmt0750963
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0219080
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0219080
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt029767
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0385479
IRS990/TotalProgramServiceExpensesAmt0682649
IRS990/TotalProgramServiceRevenueAmt0118875
IRS990/TotalReportableCompFromOrgAmt052962
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0118875
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01106675
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029767
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0604559
IRS990/TravelGrp/ProgramServicesAmt023070
IRS990/TravelGrp/TotalAmt023070
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt029767
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0110985
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 687
IRS990/USAddress/CityNm0CONCORD
IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd003302
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0NHLEARNINGINITIATIVE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA HOLLOWAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NEW HAMPSHIRE LEARNING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INITIATIVE INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWH
ReturnHeader/Filer/EIN0474290504
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 687
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId074FBDFD7E11241FB309F01448CE969DB1A260B10
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09676F5F083A6810C369423BEC4696C2D0D4489C6
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020511451
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SANDERS & KARCHER CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0264 LAFAYETTE ROAD SUITE 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTSMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003801
ReturnHeader/PreparerPersonGrp/PhoneNum06034300942
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN F WINSLOW
ReturnHeader/ReturnTs02017-11-15T10:50:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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