Civic Intelligence

Hill View Montessori Foundation Inc

990 • Fiscal year 2014 • EIN 56-2451021

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 15, 2015

Organization ProfileWWW.HVMCPS.ORG
75 Foundation Avenue01835

(978) 521-2616

Siviq Scores

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

Liabilities / Assets

89th percentile

0.87x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

17.81x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

30th percentile

-3.4%

Higher net margin than 30% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

33rd percentile

-1.8%

Faster asset growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M 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 / Assets89th percentile

Assets

Down

$3,551,767

Down $66,709 (-1.8%) from 2013

Net Assets

Down

$469,486

Down $5,855 (-1.2%) from 2013

Liabilities

Down

$3,082,281

Down $60,854 (-1.9%) from 2013

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin30th percentile

Revenue

$173,099

No earlier filing loaded for comparison.

Expenses

Down

$178,954

Down $61,930 (-26%) from 2013

Net Income

-$5,855

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,749,160Liabilities 2011: $3,256,451Net Assets 2011: $492,7092011Assets 2012: $3,677,782Liabilities 2012: $3,189,729Net Assets 2012: $488,0532012Assets 2013: $3,618,476Liabilities 2013: $3,143,135Net Assets 2013: $475,3412013Assets 2014: $3,551,767Liabilities 2014: $3,082,281Net Assets 2014: $469,4862014Assets 2015: $3,483,977Liabilities 2015: $3,002,751Net Assets 2015: $481,2262015Assets 2016: $3,412,466Liabilities 2016: $2,932,974Net Assets 2016: $479,4922016Assets 2017: $3,335,456Liabilities 2017: $2,849,647Net Assets 2017: $485,8092017Assets 2018: $3,249,432Liabilities 2018: $2,770,812Net Assets 2018: $478,6202018Assets 2019: $3,203,081Liabilities 2019: $2,686,805Net Assets 2019: $516,2762019Assets 2020: $3,065,995Liabilities 2020: $2,603,510Net Assets 2020: $462,4852020Assets 2021: $2,673,630Liabilities 2021: $2,511,776Net Assets 2021: $161,8542021Assets 2022: $2,522,140Liabilities 2022: $2,423,516Net Assets 2022: $98,6242022Assets 2023: $2,414,965Liabilities 2023: $2,312,906Net Assets 2023: $102,0592023Assets 2024: $2,300,367Liabilities 2024: $2,223,851Net Assets 2024: $76,5162024

Highlighted filing

2014

Assets$3,551,767
Liabilities$3,082,281
Net Assets$469,486
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $311,2572011Expenses 2012: $254,8532012Expenses 2013: $240,8842013Revenue 2014: $173,099Expenses 2014: $178,954Net Income 2014: -$5,8552014Revenue 2015: $174,650Expenses 2015: $162,910Net Income 2015: $11,7402015Revenue 2016: $171,243Expenses 2016: $172,977Net Income 2016: -$1,7342016Revenue 2017: $152,477Expenses 2017: $146,160Net Income 2017: $6,3172017Revenue 2018: $140,394Expenses 2018: $147,583Net Income 2018: -$7,1892018Revenue 2019: $157,091Expenses 2019: $119,435Net Income 2019: $37,6562019Revenue 2020: $137,569Expenses 2020: $191,360Net Income 2020: -$53,7912020Revenue 2021: $124,925Expenses 2021: $425,556Net Income 2021: -$300,6312021Revenue 2022: $134,433Expenses 2022: $197,663Net Income 2022: -$63,2302022Revenue 2023: $132,753Expenses 2023: $129,318Net Income 2023: $3,4352023Revenue 2024: $224,489Expenses 2024: $250,032Net Income 2024: -$25,5432024

Highlighted filing

2014

Revenue$173,099
Expenses$178,954
Net Income-$5,855
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 15, 2015
Return Version
2013v4.0
Gross Receipts
$190,293
Mission and Program Overview

Mission

SEE PART 1, LINE 1

To promote the financial well-being of the hill view montessori charter public school (the school) by soliciting, receiving and administering funds for operation and maintenance of the school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,544,222$3,446,382▼ $97,840
Savings and Temporary Cash Investments$72,564$103,694▲ $31,130
Accounts Receivable$1,690$1,691▲ $1
Total Assets$3,618,476$3,551,767▼ $66,709
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,129,385$3,068,531▼ $60,854
Deferred Revenue$13,750$13,750→ $0
Total Liabilities$3,143,135$3,082,281▼ $60,854
Net Assets / Fund Balance
Unrestricted Net Assets$470,193$465,718▼ $4,475
Temporarily Rstr Net Assets$5,148$3,768▼ $1,380
Total Net Assets Fund Balance$475,341$469,486▼ $5,855
Total Liabilities and Net Assets / Fund Balance$3,618,476$3,551,767▼ $66,709

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$3,446,382--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Timothy J GilbertPresident and Assitant Clerk
Jeffrey B CarpenterVice President
Eliot Laracuente-cotteTrustee
Laura GreenTrustee
Noemi Custodia-loraTrustee
Suzanne RogersTrustee
Heather RogersSecretary and Clerk
Aaron HodgesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,720
Program Service Revenue
$0
Investment Income
$116,660
Other Revenue
$45,719
All Other Contributions
$9,430
Change in Net Assets
$-5,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,954
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$161,840--$161,840
Fees for Services Accounting-$14,720-$14,720
Office Expenses$1,644--$1,644
Fees for Services Other-$750-$750
Total Functional Expenses$163,484$15,470$0$178,954
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,370
Fundraising Direct Expenses$17,194
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$26,331$26,331$3,335$22,996
Event 2$10,329$9,039$1,277$7,762
Total Events$36,660$35,370$17,194$18,176
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
Audit committee
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The federal form 990 (the 990) is prepared by our independent auditors and provided to management upon completion. Management forwards the 990 to the board of trustees and the 990 is discussed at the next board meeting. At this meeting, the 990 is approved to be filed by the board.”

Form 990, Part VI, Section B, Line 12C

“Hill view montessori foundation, inc. Requires each board member to annually disclose any conflicts of interest.”

Form 990, Part VI, Section C, Line 18

“Hill view montessori foundation, inc. Makes its form 990 available to the public on the attorney general of massachusetts' website and guidestar and upon request.”

Form 990, Part VI, Section C, Line 19

“Hill view montessori foundation, inc. (hvm) makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Hvm's financial statements are also available on the attorney general of massachusetts' website and guidestar.”

Filing and Contact Details

Filer

EIN
56-2451021
Phone
9785212616

Signing Officer

Name
Timothy Gilbert
Title
President
Phone
9785212616
Signed
2015-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Gilbert
Formed
2004
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
40

Preparer

Preparer
Dana J Marks CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Hvm has a board of trustees that assumes responsibility for selecting independent auditors, oversight of the audit and review and approval of audited financial statements. This process has not changed from the prior year.”

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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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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt03446382
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0PROGRAM RELATED INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt03446382
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01290
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt01290
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017194
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt05200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035370
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0OTHER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018176
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04612
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03335
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01277
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03744
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03638
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07382
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FEDERAL FORM 990 (THE 990) IS PREPARED BY OUR INDEPENDENT AUDITORS AND PROVIDED TO MANAGEMENT UPON COMPLETION. MANAGEMENT FORWARDS THE 990 TO THE BOARD OF TRUSTEES AND THE 990 IS DISCUSSED AT THE NEXT BOARD MEETING. AT THIS MEETING, THE 990 IS APPROVED TO BE FILED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HILL VIEW MONTESSORI FOUNDATION, INC. REQUIRES EACH BOARD MEMBER TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HILL VIEW MONTESSORI FOUNDATION, INC. MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC ON THE ATTORNEY GENERAL OF MASSACHUSETTS' WEBSITE AND GUIDESTAR AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HILL VIEW MONTESSORI FOUNDATION, INC. (HVM) MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. HVM'S FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ATTORNEY GENERAL OF MASSACHUSETTS' WEBSITE AND GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HVM HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR SELECTING INDEPENDENT AUDITORS, OVERSIGHT OF THE AUDIT AND REVIEW AND APPROVAL OF AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt05148
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt03768
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03618476
IRS990/TotalAssetsEOYAmt03551767
IRS990/TotalAssetsGrp/BOYAmt03618476
IRS990/TotalAssetsGrp/EOYAmt03551767
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010720
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015470
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0163484
IRS990/TotalFunctionalExpensesGrp/TotalAmt0178954
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03143135
IRS990/TotalLiabilitiesEOYAmt03082281
IRS990/TotalLiabilitiesGrp/BOYAmt03143135
IRS990/TotalLiabilitiesGrp/EOYAmt03082281
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0475341
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0469486
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0163484
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018176
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0144203
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0173099
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03618476
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03551767
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0470193
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0465718
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1075 FOUNDATION AVENUE
IRS990/USAddress/City0HAVERHILL
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode001835
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.HVMCPS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09785212616
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10HILL VIEW MONTESSORI FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HILL
ReturnHeader/Filer/EIN0562451021
ReturnHeader/Filer/PhoneNum09785212616
ReturnHeader/Filer/USAddress/AddressLine1075 FOUNDATION AVENUE
ReturnHeader/Filer/USAddress/City0HAVERHILL
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001835
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ALEXANDER ARONSON FINNING & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1021 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WESTBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA J MARKS CPA
ReturnHeader/ReturnTs02015-01-15T15:12:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,551,767
Liabilities
$3,082,281
Net assets
$469,486
Revenue
$173,099
Expenses
$178,954
Net income
-$5,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.30$2.22$0.08$0.22$0.25$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.41$2.31$0.10$0.13$0.13$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$2.42$0.10$0.13$0.20$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.67$2.51$0.16$0.12$0.43$0.30
2020Detailed filing. Detailed filing data is available for this year.$3.07$2.60$0.46$0.14$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.20$2.69$0.52$0.16$0.12$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.25$2.77$0.48$0.14$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.34$2.85$0.49$0.15$0.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.41$2.93$0.48$0.17$0.17$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.48$3.00$0.48$0.17$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.55$3.08$0.47$0.17$0.18$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$3.14$0.48$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$3.19$0.49$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$3.26$0.49$0.31