Civic Intelligence

Hill View Montessori Foundation Inc

990 • Fiscal year 2016 • EIN 56-2451021

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileWWW.HVMF.ORG
75 Foundation AvenueHaverhill, MA 01835

(978) 521-2616

Siviq Scores

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

Liabilities / Assets

89th percentile

0.86x

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

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

Liabilities / Revenue

99th percentile

17.13x

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

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

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

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

Asset Growth

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-2.0%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$3,412,466

Down $71,511 (-2.1%) from 2015

Net Assets

Down

$479,492

Down $1,734 (-0.4%) from 2015

Liabilities

Down

$2,932,974

Down $69,777 (-2.3%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin38th percentile

Revenue

Down

$171,243

Down $3,407 (-2.0%) from 2015

Expenses

Up

$172,977

Up $10,067 (+6.2%) from 2015

Net Income

Down

-$1,734

Down $13,474 (-115%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2016

Assets$3,412,466
Liabilities$2,932,974
Net Assets$479,492
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

2016

Revenue$171,243
Expenses$172,977
Net Income-$1,734
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$180,078
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$3,378,551$3,274,865▼ $103,686
Savings and Temporary Cash Investments$105,426$137,601▲ $32,175
Total Assets$3,483,977$3,412,466▼ $71,511
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,999,751$2,924,774▼ $74,977
Accounts Payable and Accrued Expenses$3,000$8,200▲ $5,200
Total Liabilities$3,002,751$2,932,974▼ $69,777
Net Assets / Fund Balance
Unrestricted Net Assets$472,603$471,492▼ $1,111
Permanently Rstr Net Assets$8,000$8,000→ $0
Temporarily Rstr Net Assets$623$0▼ $623
Total Net Assets Fund Balance$481,226$479,492▼ $1,734
Total Liabilities and Net Assets / Fund Balance$3,483,977$3,412,466▼ $71,511

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$3,274,865--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$8,000---$8,000
2014-$8,000--$8,000
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jeffrey CarpenterPresident
D Logan SealeMember
Laura GreenMember
Noemi Custodia-loraMember
Suzanne RogersMember
Jeanne SchultzMember - Non-voting
Aaron HodgesMember - Resigned Prior to 6.30.16
Eliot Larcuente-cotteSecretary
Vivian MarcusTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,393
Program Service Revenue
$0
Investment Income
$110,813
Other Revenue
$36,037
All Other Contributions
$7,694
Change in Net Assets
$-1,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,105
Grants and Similar Amounts Paid$21,872
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$128,253--$128,253
Grants to Domestic Orgs$21,872--$21,872
Fees for Services Accounting-$19,679-$19,679
Office Expenses-$3,173-$3,173
Total Functional Expenses$150,125$22,852$0$172,977
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hill View Montessori Charter Public SchoolHaverhill, MA-TO SUPPORT THE SCHOOL'S CAPITAL IMPROVEMENT PROJECTS$21,872
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,000
Fundraising Direct Expenses$8,835
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$36,699$20,000$1,373$18,627
Total Events$36,699$20,000$8,835$11,165
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Development Finance Agency2009-11-01$3,300,000Purchase and rehabilitation of building

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,300,000$16,500-$66,000

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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 19

“Hill view montessori foundation, inc. (hvm) makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Hill View Montessori Foundation Inc
EIN
56-2451021
Phone
9785212616
Address
75 FOUNDATION AVENUE, HAVERHILL, MA 01835

Signing Officer

Name
Jeffrey B Carpenter
Title
President
Phone
9785212616
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey B Carpenter
Formed
2004
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
30

Preparer

Firm
Alexander Aronson Finning & Co Pc
Address
21 EAST MAIN STREET, WESTBORO, MA 01581
Preparer
Matthew T Mcginnis 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.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is to be invested and only the income earned on the principal may be spent to support the foundation's fundraising goals and to support the hill view montessori charter public school.”

Raw XML AppendixShowing 400 of 455 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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0144160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0145986
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0146926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0713926
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03750
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt036703
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt025925
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt027366
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0113744
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78900
IRS990ScheduleA/PublicSupportPY509Pct00.79350
IRS990ScheduleA/PublicSupportTotal509Amt0825076
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt022500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt022500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt021883
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt020200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0106917
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt019834
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt022500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt022500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt021883
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt020200
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0106917
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0179393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0154880
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0207386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0230256
IRS990ScheduleA/Total509Grp/TotalAmt0931993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0180078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0183143
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0191583
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0233311
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0257622
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01045737
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt08000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt03274865
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0PROGRAM RELATED INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS TO BE INVESTED AND ONLY THE INCOME EARNED ON THE PRINCIPAL MAY BE SPENT TO SUPPORT THE FOUNDATION'S FUNDRAISING GOALS AND TO SUPPORT THE HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt03274865
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016699
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016699
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08835
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04372
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04372
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02990
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036699
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036699
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011165
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01373
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01373
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0100
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt021872
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE SCHOOL'S CAPITAL IMPROVEMENT PROJECTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0020684259
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt075 FOUNDATION AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HAVERHILL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001835
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MONITORS THE USE OF GRANT FUNDS THROUGH THEIR ACCOUNTING SYSTEM AND REVIEW OF FUNDING BY MANAGEMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02009-11-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0043217458
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt03300000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0PURCHASE AND REHABILITATION OF BUILDING
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt03217500
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt066000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt016500
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02010
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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. (HVM) MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HVM 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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd01
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0623
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03483977
IRS990/TotalAssetsEOYAmt03412466
IRS990/TotalAssetsGrp/BOYAmt03483977
IRS990/TotalAssetsGrp/EOYAmt03412466
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt024393
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022852
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0150125
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172977
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03002751
IRS990/TotalLiabilitiesEOYAmt02932974
IRS990/TotalLiabilitiesGrp/BOYAmt03002751
IRS990/TotalLiabilitiesGrp/EOYAmt02932974

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,412,466
Liabilities
$2,932,974
Net assets
$479,492
Revenue
$171,243
Expenses
$172,977
Net income
-$1,734
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