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HARVARD STUDENT AGENCIES INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HARVARD STUDENT AGENCIES INC (EIN 04-2230366)
Tax period
2015-02-01 to 2016-01-31
Filed
2016-12-15
IRS object ID
201603509349300020
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-12-15T09:41:00-06:00ReturnTs
Tax Period End2016-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042206126PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAPHAEL AND RAPHAEL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line152 CHURCH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042230366EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARVARD STUDENT AGENCIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARVBusinessNameControlTxt
Phone6174953030PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line167 MT AUBURN STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MCKELLARPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6174953030PhoneNum
Signature2016-12-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN MASCIPreparerPersonNm
PTINP00219119PTIN
Phone6173570100PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES MCKELLARPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BURKE-MCCOY HALL 67 MT AUBURN STAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,164,732GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HSA.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO CONDUCT BUSINESS ENTERPRISES FOR THE BENEFIT OF STUDENTS OF HARVARD UNIVERSITY WHO ARE IN NEED OF FINANCIAL ASSISTANCE TO DEFRAY THE EXPENSES OF THEIR EDUCATIONActivityOrMissionDesc
Voting Members Governing Body28VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee412TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$358,686TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$172,150PYContributionsGrantsAmt
CY Contributions Grants$133,754CYContributionsGrantsAmt
PY Program Service Revenue$1,537,541PYProgramServiceRevenueAmt
CY Program Service Revenue$1,712,409CYProgramServiceRevenueAmt
PY Investment Income$745PYInvestmentIncomeAmt
CY Investment Income$2,293CYInvestmentIncomeAmt
PY Other Revenue$43,847PYOtherRevenueAmt
CY Other Revenue$22,432CYOtherRevenueAmt
PY Total Revenue$1,754,283PYTotalRevenueAmt
CY Total Revenue$1,870,888CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$587,825PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$606,065CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,033,394PYOtherExpensesAmt
CY Other Expenses$1,146,108CYOtherExpensesAmt
PY Total Expenses$1,621,219PYTotalExpensesAmt
CY Total Expenses$1,752,173CYTotalExpensesAmt
PY Revenues Less Expenses$133,064PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$118,715CYRevenuesLessExpensesAmt
Total Assets BOY$6,809,395TotalAssetsBOYAmt
Total Assets EOY$6,810,087TotalAssetsEOYAmt
Total Liabilities BOY$483,517TotalLiabilitiesBOYAmt
Total Liabilities EOY$371,455TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,325,878NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,438,632NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionHARVARD STUDENT AGENCIES, INC. WAS INCORPORATED ON SEPTEMBER 10, 1957, UNDERMASSACHUSETTS LAW TO "CONDUCT BUSINESS ENTERPRISES FOR THE BENEFIT OFSTUDENTS OF HARVARD UNIVERSITY WHO ARE IN NEED OF FINANCIAL ASSISTANCE TODEFRAY THE EXPENSES OF THEIR EDUCATION; TO EMPLOY SUCH STUDENTS IN THECONDUCT OF SUCH ENTERPRISES:...TO PERFORM ALL OF ITS ACTIVITIES PRIMARILYFOR THE BENEFIT AND CONVENIENCE OF THE STUDENTS, FACULTY MEMBERS ANDEMPLOYEES OF HARVARD UNIVERSITY SUBJECT TO THE CONTROL OF THE FACULTYMEMBERS, ADMINISTRATIVE PERSONNEL AND STUDENTS OF HARVARD UNIVERSITY THROUGHTHE BOARD OF DIRECTORS OF THE CORPORATION...TO CONTRIBUTE TO, AND FURTHER,THE EDUCATIONAL PROGRAM OF HARVARD UNIVERSITY;."THE INCOME FROM THE BUSINESS ENTERPRISES (AGENCIES) IS CONSIDERED TO BE TOTALLY EXEMPT IN ACCORDANCE WITH REG 1.513 (E) (2) OF THE CODE EXCEPT FORTHOSE INSTANCES WHERE GOODS AND SERVICES ARE PROVIDED TO THE GENERAL PUBLICTHE FOLLOWING AGENCIESMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,268,357ExpenseAmt
Revenue$1,712,409RevenueAmt
DescSTATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS DISTRIBUTION SERVICES AGENCY: REVENUE 104,035, EXPENSES 46,832CLEANERS AGENCY: REVENUE 1,026,931, EXPENSES 766,844STUDENT RESOURCES AGENCY: REVENUE 460,213, EXPENSES 280,505NEW INITIATIVES AGENCY: REVENUE 23,112, EXPENSES 32,544HSA MARKETING AGENCY: REVENUE 55,317, EXPENSES 75,755HSA CENTER FOR ENTERPRISE AGENCY: REVENUE 25,849, EXPENSES 46,245MT. AUBURN PRODUCTIONS: REVENUE 16,952, EXPENSES 19,632TOTALS: REVENUE 1,712,409, EXPENSES 1,268,357Desc
Total Program Service Expenses$1,268,357TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee412EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members28GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES MCKELLARBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174953030PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BURKE MCCOY HALL 67 MT AUBURNAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES MCKELLAR
GENERAL MGR/CEO40.00Yes (X)Yes (X)$75,033$0$22,608
GEORGE CHRISTODOULO
DIRECTOR0.50Yes (X)$0$0$0
PRISCILLA CLAMAN
DIRECTOR0.50Yes (X)$0$0$0
PATRICK CHUNG
DIRECTOR0.50Yes (X)$0$0$0
CHARLIE CARDILLO
DIRECTOR0.50Yes (X)$0$0$0
MICHAEL CRONIN
DIRECTOR0.50Yes (X)$0$0$0
ELLEN G HOFFMAN
DIRECTOR0.50Yes (X)$0$0$0
LYNNE O'CONNOR
DIRECTOR0.50Yes (X)$0$0$0
DAS NARAYANDAS
DIRECTOR0.50Yes (X)$0$0$0
THOMAS EISENMANN
DIRECTOR0.50Yes (X)$0$0$0
ROBERT DOYLE
DIRECTOR0.50Yes (X)$0$0$0
ROBIN MOUNT
DIRECTOR0.50Yes (X)$0$0$0
CHARLENE KIM
DIRECTOR0.50Yes (X)$0$0$0
AMY ZHAO
DIRECTOR0.50Yes (X)$0$0$0
ARACELY AGUIRRE
DIRECTOR0.50Yes (X)$0$0$0
DOMINIQUE SANDERS
DIRECTOR0.50Yes (X)$0$0$0
JORDAN DONALD
DIRECTOR0.50Yes (X)$0$0$0
MATTHEW HAWKINS
DIRECTOR0.50Yes (X)$0$0$0
ELIOT WILKING
DIRECTOR0.50Yes (X)$0$0$0
JESSICA LI
DIRECTOR0.50Yes (X)$0$0$0
RIYA PATEL
DIRECTOR0.50Yes (X)$0$0$0
RONIA HURWITZ
DIRECTOR0.50Yes (X)$0$0$0
SHAUN GOHEL
DIRECTOR0.50Yes (X)$0$0$0
STEPHEN XI
DIRECTOR0.50Yes (X)$0$0$0
WILL HOLUB-MOORMAN
DIRECTOR0.50Yes (X)$0$0$0
MATT DEVENEY
DIRECTOR0.50Yes (X)$0$0$0
SCOTT RANDALL
DIRECTOR0.50Yes (X)$0$0$0
PATRICK SCOTT
PRESIDENT5.00Yes (X)$9,524$0$0
BRYANT YANG
VICE PRESIDENT10.00Yes (X)$7,156$0$0
LORRAINE FACELLA
CFO/TREASURER30.00Yes (X)$54,825$0$17,124
FieldValueIRS element (for citing)
Total Reportable Comp From Org$146,538TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$39,732TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$133,754AllOtherContributionsAmt
Total Contributions$133,754TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CLEANERS AGENCY900099$1,026,931$51,347$975,584
STUDENT RESOURCES AGENCY900099$460,213$276,128$184,085
DISTRIBUTION SERVICES AGENCY900099$104,035$31,211$72,824
HSA MARKETING AGENCY900099$55,317$55,317
HSA CENTER FOR ENTERPRISE AGENCY900099$25,849$25,849

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,064TotalRevenueColumnAmt
Exclusion$40,064ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,712,409TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,293TotalRevenueColumnAmt
Exclusion$2,293ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$309,173RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$293,844RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$15,329RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,329TotalRevenueColumnAmt
Exclusion$15,329ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCDesc
Business900099BusinessCd
Total Revenue Column$7,103TotalRevenueColumnAmt
Exclusion$7,103ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,103OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,870,888TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$358,686UnrelatedBusinessRevenueAmt
Exclusion$1,378,448ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$186,270TotalAmt
Management And General$186,270ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$418,429TotalAmt
Program Services$418,429ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,366TotalAmt
Management And General$1,366ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,686TotalAmt
Management And General$2,686ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,729TotalAmt
Management And General$8,729ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$24,198TotalAmt
Program Services$20,590ProgramServicesAmt
Management And General$3,608ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$73,772TotalAmt
Program Services$73,772ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,778TotalAmt
Program Services$7,796ProgramServicesAmt
Management And General$8,982ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$31,847TotalAmt
Program Services$1,213ProgramServicesAmt
Management And General$30,634ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$47,702TotalAmt
Program Services$10,010ProgramServicesAmt
Management And General$37,692ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$31,518TotalAmt
Program Services$2,764ProgramServicesAmt
Management And General$28,754ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PURCHASES$389,556$389,556
OUTSIDE CONTRACTS$149,186$100,663$48,523
EQUIPMENT RENTAL AND MA$131,993$130,568$1,425
SUPPLIES$49,910$22,904$27,006

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$188,233TotalAmt
Program Services$90,092ProgramServicesAmt
Management And General$98,141ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,752,173TotalAmt
Program Services$1,268,357ProgramServicesAmt
Management And General$483,816ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,500,048BOYAmt
EOY$670,594EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$486,752BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,480,972BOYAmt
EOY$1,475,293EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$5,223BOYAmt
EOY$684EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$19,075BOYAmt
EOY$62,294EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,632,278LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,080,458LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,263,520BOYAmt
EOY$3,551,820EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$995,597EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$53,805BOYAmt
EOY$53,805EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,809,395BOYAmt
EOY$6,810,087EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$205,088BOYAmt
EOY$100,079EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$278,429BOYAmt
EOY$271,376EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$483,517BOYAmt
EOY$371,455EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,325,878BOYAmt
EOY$6,438,632EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,325,878BOYAmt
EOY$6,438,632EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,809,395BOYAmt
EOY$6,810,087EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$118,715ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$5,961NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$103,914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$109,534CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$119,432CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$172,150CurrentTaxYearMinus1YearAmt
Current Tax Year$133,754CurrentTaxYearAmt
Total$638,784TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,345,201CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,678,736CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,476,456CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,743,960CurrentTaxYearMinus1YearAmt
Current Tax Year$1,712,748CurrentTaxYearAmt
Total$7,957,101TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,449,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,788,270CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,595,888CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,916,110CurrentTaxYearMinus1YearAmt
Current Tax Year$1,846,502CurrentTaxYearAmt
Total$8,595,885TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$8,595,885PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,778CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$745CurrentTaxYearMinus1YearAmt
Current Tax Year$2,293CurrentTaxYearAmt
Total$6,694TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,778CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$745CurrentTaxYearMinus1YearAmt
Current Tax Year$2,293CurrentTaxYearAmt
Total$6,694TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,883CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$776CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,367CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,406CurrentTaxYearMinus1YearAmt
Current Tax Year$7,103CurrentTaxYearAmt
Total$20,983TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,456,776CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,787,814CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,604,813CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,918,261CurrentTaxYearMinus1YearAmt
Current Tax Year$1,855,898CurrentTaxYearAmt
Total$8,623,562TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99680PublicSupportCY509Pct
Public Support PY5090.99710PublicSupportPY509Pct
Investment Income CY0.00080InvestmentIncomeCYPct
Investment Income PY0.00100InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$830,100InvestmentCostOrOtherBasisAmt
Book Value$830,100BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,074,247InvestmentCostOrOtherBasisAmt
Depreciation$514,740DepreciationAmt
Book Value$559,507BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$3,608,644InvestmentCostOrOtherBasisAmt
Depreciation$1,518,697DepreciationAmt
Book Value$2,089,947BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$119,287InvestmentCostOrOtherBasisAmt
Depreciation$47,021DepreciationAmt
Book Value$72,266BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,551,820TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEPOSITS AND UNEARNED INCOMEDesc
Amt$271,376Amt
FieldValueIRS element (for citing)
Total Liability$271,376TotalLiabilityAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11FORM 990 IS PREPARED BY AN INDEPENDENT AUDIT FIRM. IT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER BEFORE SUBMISSION TO THE CEO/GENERAL MANAGER FOR HIS REVIEW AND SIGNATURE. A SIGNED COPY IS SUBMITTED TO THE CHAIRMAN OF THE BOARD. BOTH THE CEO/GENERAL MANAGER AND THE CHAIRMAN OF THE BOARD ARE INDEPENDENT VOTING MEMBERS.
FORM 990, PART VI, SECTION C, LINE 19HARVARD STUDENT AGENCIES COMPLIES WITH THE IRS REGULATIONS REGARDING FORM 990 DISCLOSURE. ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUESTING FORM 990.
FORM 990, PART IX, LINE 24EBANK CHARGES: PROGRAM SERVICE EXPENSES 44,818. MANAGEMENT AND GENERAL EXPENSES 1,336. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,154. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 7,043. MANAGEMENT AND GENERAL EXPENSES 24,945. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,988. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 3,202. MANAGEMENT AND GENERAL EXPENSES 24,816. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,018. REAL ESTATE TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 26,316. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,316. PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 17,981. MANAGEMENT AND GENERAL EXPENSES 2,366. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,347. UTILITIES: PROGRAM SERVICE EXPENSES 2,793. MANAGEMENT AND GENERAL EXPENSES 11,756. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,549. TELEPHONE: PROGRAM SERVICE EXPENSES 4,092. MANAGEMENT AND GENERAL EXPENSES 3,728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,820. BAD DEBTS: PROGRAM SERVICE EXPENSES 5,395. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,395. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 3,968. MANAGEMENT AND GENERAL EXPENSES 1,424. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,392. RECRUITMENT AND TRAINING: PROGRAM SERVICE EXPENSES 800. MANAGEMENT AND GENERAL EXPENSES 1,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,835. COMMISSIONS & AWARDS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 419. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 419.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
CONTINUATION OF FORM 990, PART III, LINE 1PROVIDE GOODS AND SERVICES ONLY FOR THE BENEFIT AND CONVENIENCE OF STUDENTS, FACULTY AND EMPLOYEES OF HARVARD UNIVERSITY: HSA MARKETING, NEW INITIATIVES, HSA CENTER FOR ENTERPRISE AND MT. AUBURN PRODUCTIONS. THREE OF THE AGENCIES (CLEANERS, H.S.R. AND HARVARD DISTRIBUTION SERVICES) PROVIDE SOME GOODS AND SERVICES TO THE GENERAL PUBLIC AND THESE SALES ARE INCLUDED ON FORM 990T.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
LET'S GO INC
67 MT AUBURN STCAMBRIDGEMA02138043143355PUBLISHINGMAN/AC$99,816$64,3161.000000
THE HARVARD SHOP INC
52 JFK STCAMBRIDGEMA02138043559766RETAIL STOREMAN/AC$1,834,843$878,1741.000000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE HARVARD SHOP INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeQTransactionTypeTxt
Involved$472,245InvolvedAmt