Civic Intelligence

The Harbor Foundation

990PF • Fiscal year 2019 • EIN 01-0526170

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 13, 2020

PO Box 1106 6 Clarks LaneYork Harbor, ME 03911-1106

(207) 363-7833

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

22nd percentile

-16%

Higher net margin than 22% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

45th percentile

-0.5%

Faster asset growth than 45% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

63rd percentile

9.2%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Assets

Down

$171,299

Down $1,830 (-1.1%) from 2017

Net Assets

Up

$181,771

Up $9,042 (+5.2%) from 2017

Liabilities

Flat

$400

Flat from 2017

Revenue

Up

$22,193

Up $3,595 (+19%) from 2017

Expenses

Up

$25,682

Up $5,626 (+28%) from 2017

Net Income

Down

-$3,489

Down $2,031 (-139%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $134,316Liabilities 2011: $3222011Assets 2012: $136,772Liabilities 2012: $3452012Assets 2013: $145,969Liabilities 2013: $365Net Assets 2013: $145,6042013Assets 2014: $158,118Liabilities 2014: $365Net Assets 2014: $157,7532014Assets 2015: $192,675Liabilities 2015: $365Net Assets 2015: $192,3102015Assets 2016: $174,624Liabilities 2016: $400Net Assets 2016: $174,2242016Assets 2017: $173,129Liabilities 2017: $400Net Assets 2017: $172,7292017Assets 2019: $171,299Liabilities 2019: $400Net Assets 2019: $181,7712019Assets 2020: $165,456Liabilities 2020: $4002020Assets 2021: $183,347Liabilities 2021: $0Net Assets 2021: $183,3472021Assets 2022: $158,054Liabilities 2022: $0Net Assets 2022: $158,0542022Assets 2023: $146,985Liabilities 2023: $0Net Assets 2023: $146,9852023Assets 2024: $146,591Liabilities 2024: $0Net Assets 2024: $146,5912024Assets 2025: $135,045Liabilities 2025: $0Net Assets 2025: $135,0452025

Highlighted filing

2019

Assets$171,299
Liabilities$400
Net Assets$181,771

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $20,618Expenses 2011: $9,349Net Income 2011: $11,2692011Revenue 2012: $14,283Expenses 2012: $11,643Net Income 2012: $2,6402012Revenue 2013: $22,753Expenses 2013: $13,494Net Income 2013: $9,2592013Revenue 2014: $26,003Expenses 2014: $13,590Net Income 2014: $12,4132014Revenue 2015: $49,765Expenses 2015: $14,890Net Income 2015: $34,8752015Revenue 2016: $2,004Expenses 2016: $18,645Net Income 2016: -$16,6412016Revenue 2017: $18,598Expenses 2017: $20,056Net Income 2017: -$1,4582017Revenue 2019: $22,193Expenses 2019: $25,682Net Income 2019: -$3,4892019Revenue 2020: $10,455Expenses 2020: $18,003Net Income 2020: -$7,5482020Revenue 2021: $37,929Expenses 2021: $19,638Net Income 2021: $18,2912021Revenue 2022: $164Expenses 2022: $25,457Net Income 2022: -$25,2932022Revenue 2023: $7,042Expenses 2023: $18,111Net Income 2023: -$11,0692023Revenue 2024: $25,600Expenses 2024: $25,994Net Income 2024: -$3942024Revenue 2025: $5,753Expenses 2025: $17,299Net Income 2025: -$11,5462025

Highlighted filing

2019

Revenue$22,193
Expenses$25,682
Net Income-$3,489
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 13, 2020
Return Version
2018v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH C DONNELLY JRPresident-$0--
CAROLINE C DONNELLYVice Preside-$0--
CHARLES B DONNELLYSecretary-$0--
SHAPLEIGH D LAPOINTETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Harbor Foundation
EIN
01-0526170
Phone
2073637833
Address
PO BOX 1106 6 CLARKS LANE, YORK HARBOR, ME 03911-1106

Signing Officer

Name
Joseph C Donnelly Jr
Title
President
Signed
2020-02-13

Preparer

Firm
Schoff & Associates CPA Pa
Address
28 LONG SANDS RD STE 2, YORK, ME 03909-1166
Preparer
Larry C Schoff
Phone
2073512534
Raw XML AppendixShowing 400 of 767 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110 SHS CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm210 SHS TESLA MOTORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3105 SHS DELTA AIR LINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4115 SHS MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5121.080 SHS OAKMARK INTERNATIONAL AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66 SHS AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7132 SHS JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8146 SHS STARBUCKS CORP WASHINGTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm914SHS BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1017SHS JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1115 SHS UNITED HEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12150 SHS COMCAST CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13167.661 SHS OAKMARK INTERNATIONAL AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1417 SHS BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15172.192 SHS OAKMARK INTERNATIONAL AD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1719 SHS GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1821 SHS MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1923 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2025 SHS CITIGROUP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2228 SHS ALIBABA GROUP HLDG LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3239 SHS AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm334 SHS AMGEN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3542 SHS ANEUSER BUSCH INBEV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3643 SHS JOHNSON & JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4360 SHS CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm447 SHS ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm457 SHS AMGEN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4771 SHS CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4870 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4980 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5080 SHS ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5180 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm529 SHS CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5319.202 SHS OAKMARK INTERNATIONAL AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54175.268 SHS PGIM JENNISON SMALL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5514.239 SHS PGIM JENNISON SMALL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5612 ALIBABA GROUP HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57185 BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5835 BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5960 CVS HEALTHCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm605 CVS HEALTHCORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6221 NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6312 NYIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6412 NYIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6520 ROYAL DUTCH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6830 WASTE MGMT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691183.490 LORD ABBETT FLT RT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm702525.325 LORD ABBETT SHT DURATION
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PROGRAM SERVICE FEES
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt19
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt04545
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt021743
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3489
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt077136
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-4095
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01377
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0509
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0509
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02659
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt04545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt021500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt025682
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022193

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.06$0.17$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.26$0.26$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.07$0.18$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.00$0.25$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.38$0.20$0.18
2020Summary only. Only limited summary data is available for this year.$1.65$0.00$0.10$0.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.82$0.22$0.26$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.19$0.20$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.74$0.02$0.19$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.92$0.50$0.15$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.26$0.14$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.23$0.13$0.09
2012Summary only. Only limited summary data is available for this year.$1.37$0.00$0.14$0.12$0.03
2011Summary only. Only limited summary data is available for this year.$1.34$0.00$0.21$0.09$0.11