Civic Intelligence

Hawthorn Foundation Inc

EIN 84-3042040 • 501(c)3 • Harvard, MA

Profile

The hawthorn foundation was established to provide resources to accelerate the launch of opus dei schools in the united states.

215 Ayer Road Unit 878Harvard, MA 01451

www.hawthornfoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

5th percentile

-66%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

25th percentile

-1.9%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

6th percentile

-42%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,788,415

Up $764,053 (+7.6%) from 2023

Liabilities

Down

$0

Down $484 (-100%) from 2023

Net Assets

Up

$10,788,415

Up $764,537 (+7.6%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin5th percentile

Revenue

Up

$964,985

Up $649,392 (+206%) from 2023

Expenses

Up

$1,598,221

Up $53,186 (+3.4%) from 2023

Net Income

Up

-$633,236

Up $596,206 (+48%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$30M$20M$10M$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $13,438,849Liabilities 2020: $1,155,919Net Assets 2020: $12,282,9302020Assets 2021: $21,023,816Liabilities 2021: $4,819,095Net Assets 2021: $16,204,7212021Assets 2022: $11,204,969Liabilities 2022: $176,443Net Assets 2022: $11,028,5262022Assets 2023: $10,024,362Liabilities 2023: $484Net Assets 2023: $10,023,8782023Assets 2024: $10,788,415Liabilities 2024: $0Net Assets 2024: $10,788,4152024

Highlighted filing

2024

Assets$10,788,415
Liabilities$0
Net Assets$10,788,415
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2019: $87,182Expenses 2019: $87,182Net Income 2019: $02019Revenue 2020: $1,308,742Expenses 2020: $282,313Net Income 2020: $1,026,4292020Revenue 2021: $3,463,795Expenses 2021: $1,846,588Net Income 2021: $1,617,2072021Revenue 2022: $2,854,916Expenses 2022: $3,227,122Net Income 2022: -$372,2062022Revenue 2023: $315,593Expenses 2023: $1,545,035Net Income 2023: -$1,229,4422023Revenue 2024: $964,985Expenses 2024: $1,598,221Net Income 2024: -$633,2362024

Highlighted filing

2024

Revenue$964,985
Expenses$1,598,221
Net Income-$633,236
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,788,415
Liabilities
$0
Net assets
$10,788,415
Revenue
$964,985
Expenses
$1,598,221
Net income
-$633,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.96$1.60$0.63
2023Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.32$1.55$1.23
2022Detailed filing. Detailed filing data is available for this year.$11.2$0.18$11.0$2.85$3.23$0.37
2021Detailed filing. Detailed filing data is available for this year.$21.0$4.82$16.2$3.46$1.85$1.62
2020Detailed filing. Detailed filing data is available for this year.$13.4$1.16$12.3$1.31$0.28$1.03
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.09$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.0
Gross Receipts
$7,089,863
Mission and Program Overview

Mission

The Hawthorn Foundation was established to accumulate the financial resources required to launch a coeducational elementary and high school in the New York Metropolitan area. The target school is designed to mimic the academic success emulated by the Heights prep school in Bethesda Maryland and Oakcrest School in Vienna, Virginia. The Hawthorn School is slated for opening in the fall semester of 2022.

The hawthorn foundation was established to provide resources to accelerate the launch of schools inspired by the teachings of st. Josemaria escriva in the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$6,759,188$5,382,577▼ $1,376,611
Investments in Publicly Traded Securities$2,836,370$4,970,409▲ $2,134,039
Savings and Temporary Cash Investments$321,827$92,878▼ $228,949
Cash and Non-Interest-Bearing Accounts$15,188$762▼ $14,426
Total Assets$10,024,362$10,788,415▲ $764,053
Other Assets Total$91,789$341,789▲ $250,000
Liabilities
Accounts Payable and Accrued Expenses$484--
Total Liabilities$484$0▼ $484
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,264,690$5,405,838▲ $2,141,148
Net Assets With Donor Restrictions$6,759,188$5,382,577▼ $1,376,611
Total Net Assets Fund Balance$10,023,878$10,788,415▲ $764,537
Total Liabilities and Net Assets / Fund Balance$10,024,362$10,788,415▲ $764,053
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James J FinneganCFOPT$159,776$7,989$167,765
Andres Perez BenzoTrustee/execPT$96,865$4,843$101,708

Board Members and Trustees

NameTitle
Allesendro CroccoTrustee
Anthony HadfordTrustee
Jean Paul DestaracTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$663,408
Program Service Revenue
$0
Investment Income
$298,458
Other Revenue
$3,119
All Other Contributions
$663,408
Change in Net Assets
$-633,236

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$124,435
Total Noncash Contributions1$124,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$822,618
Revenue Not Reported on Financial Statements
$142,367
Revenue Not Reported on Form 990
$1,397,773
Other Revenue Adjustments
$88,477
Total Revenue per Audited Statements
$2,220,391
Total Revenue per Form 990
$964,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,127,418
Salaries, Compensation, and Employee Benefits$302,418
Other Expenses$168,385
Total Fundraising Expense$56,111
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,127,418--$1,127,418
Current Officers, Directors, Trustees, and Key Employees$59,291$185,242$12,108$256,641
Fees for Service Investment Mgmnt Fees-$53,890-$53,890
Fees for Services Accounting-$34,108-$34,108
Payroll Taxes$7,985$10,867$1,857$20,709
Other Salaries and Wages$10,455$2,276-$12,731
Other Employee Benefits$4,757$6,474$1,106$12,337
Office Expenses-$10,903-$10,903
Travel--$8,040$8,040
Other Expenses-$5,140$12,000$5,140
Fees for Services Other$5,098--$5,098
Occupancy-$2,855-$2,855
Total Functional Expenses$1,215,004$327,106$56,111$1,598,221

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,598,221
Expenses per Audited Statements$1,455,854
Total Expenses per Audited Statements$1,455,854
Expenses Not Reported on Financial Statements$142,367
Other Expense Adjustments$88,477
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Hawthorn School IncBedford, NY-Support$1,028,288
Alderton House IncNew York, NY-Support$99,130

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

“In his capacity as a cpa, mr. Finnegan provides limited accounting and tax advisory services to mr.perez-benzo and his related business entities.”

Form 990, Page 6, Part VI, Line 2

“JAMES FINNEGAN”

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

“Mr. Finnegan provided the completed form 990 to all trustees for review and approval via email.”

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

“Officers, trustees, and directors are required annually to disclose interests that could give rise to conflicts. Due to the relatively small current membership, conflicts are self disclosed and confirmed by trustee members via the quarterly meetings.”

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

“Mr. Perez benzo's compensation from the hawthorn foundation was bench marked to public 990 data documenting compensation for similar organizations' executive directors. Mr. Perez-benzo is subject to an annual performance review by the other foundation trustees, who annually approve his compensation. Mr. Perez-benzo's compensation is documented by a written employment contract.”

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

“Mr. Finnegan's compensation was measured with respect to his prior compensation and public data evidencing fair market rates for cpa's with similar experience.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, and financial statements are available for public inspection upon written request to any employee of the hawthorn foundation. They are not otherwise made available to the public.”

Filing and Contact Details

Filer

Filer Name
Hawthorn Foundation Inc
EIN
84-3042040
Phone
2027431586
Address
215 AYER ROAD UNIT 878, HARVARD, MA 01451

Signing Officer

Name
James J Finnegan
Title
CFO
Phone
2027431586
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James J Finnegan
Formed
2019
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
4

Preparer

Firm
Prida Guida & Perez Pa
Address
2504 WEST KATHLEEN ST, TAMPA, FL 33607
Preparer
David Michaelis
Phone
8132266091
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investment fees allocated from salaries -88,477 investment fees allocated from salaries 88,477”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Investment fees allocated from salaries 88,477”

Schedule D, Page 4, Part XII, Line 4B

“Investment fees allocated from salaries 88,477”

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE HAWTHORN SCHOOL INC
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT FEES ALLOCATED FROM SALARIES 88,477
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
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IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 5, PART V
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE HAWTHORN SCHOOL INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALDERTON HOUSE INC
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES J FINNEGAN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN HIS CAPACITY AS A CPA, MR. FINNEGAN PROVIDES LIMITED ACCOUNTING AND TAX ADVISORY SERVICES TO MR.PEREZ-BENZO AND HIS RELATED BUSINESS ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JAMES FINNEGAN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MR. FINNEGAN PROVIDED THE COMPLETED FORM 990 TO ALL TRUSTEES FOR REVIEW AND APPROVAL VIA EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS, TRUSTEES, AND DIRECTORS ARE REQUIRED ANNUALLY TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. DUE TO THE RELATIVELY SMALL CURRENT MEMBERSHIP, CONFLICTS ARE SELF DISCLOSED AND CONFIRMED BY TRUSTEE MEMBERS VIA THE QUARTERLY MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MR. PEREZ BENZO'S COMPENSATION FROM THE HAWTHORN FOUNDATION WAS BENCH MARKED TO PUBLIC 990 DATA DOCUMENTING COMPENSATION FOR SIMILAR ORGANIZATIONS' EXECUTIVE DIRECTORS. MR. PEREZ-BENZO IS SUBJECT TO AN ANNUAL PERFORMANCE REVIEW BY THE OTHER FOUNDATION TRUSTEES, WHO ANNUALLY APPROVE HIS COMPENSATION. MR. PEREZ-BENZO'S COMPENSATION IS DOCUMENTED BY A WRITTEN EMPLOYMENT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MR. FINNEGAN'S COMPENSATION WAS MEASURED WITH RESPECT TO HIS PRIOR COMPENSATION AND PUBLIC DATA EVIDENCING FAIR MARKET RATES FOR CPA'S WITH SIMILAR EXPERIENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST TO ANY EMPLOYEE OF THE HAWTHORN FOUNDATION. THEY ARE NOT OTHERWISE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INVESTMENT FEES ALLOCATED FROM SALARIES -88,477 INVESTMENT FEES ALLOCATED FROM SALARIES 88,477
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE HAWTHORN SCHOOL INC
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2THE HAWTHORN SCHOOL INC
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