Civic Intelligence

William H Harris Foundation

990PF • Fiscal year 2021 • EIN 04-6197960

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

1010 Waltham Street 8 FairfieldLexington, MA 02421

(781) 848-3187

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

1st percentile

-659%

Higher net margin than 1% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

9th percentile

-6.3%

Faster asset growth than 9% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Down

$5,141,503

Down $344,074 (-6.3%) from 2020

Net Assets

Down

$5,141,503

Down $344,074 (-6.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$31,514

Down $122,863 (-80%) from 2020

Expenses

Down

$239,313

Down $566,277 (-70%) from 2020

Net Income

Up

-$207,799

Up $443,414 (+68%) from 2020

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $7,073,938Liabilities 2011: $02011Assets 2012: $7,409,420Liabilities 2012: $02012Assets 2013: $8,017,241Liabilities 2013: $02013Assets 2014: $8,151,690Liabilities 2014: $02014Assets 2015: $7,586,290Liabilities 2015: $02015Assets 2019: $6,056,054Liabilities 2019: $02019Assets 2020: $5,485,577Liabilities 2020: $0Net Assets 2020: $5,485,5772020Assets 2021: $5,141,503Liabilities 2021: $0Net Assets 2021: $5,141,5032021Assets 2022: $3,782,480Liabilities 2022: $0Net Assets 2022: $3,782,4802022Assets 2023: $3,898,271Liabilities 2023: $0Net Assets 2023: $3,898,2712023Assets 2024: $395,034Liabilities 2024: $0Net Assets 2024: $395,0342024

Highlighted filing

2021

Assets$5,141,503
Liabilities$0
Net Assets$5,141,503

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $1,119,711Expenses 2011: $853,152Net Income 2011: $266,5592011Revenue 2012: $1,229,825Expenses 2012: $813,344Net Income 2012: $416,4812012Revenue 2013: $1,049,836Expenses 2013: $614,353Net Income 2013: $435,4832013Revenue 2014: $1,140,597Expenses 2014: $912,161Net Income 2014: $228,4362014Revenue 2015: $1,401,941Expenses 2015: $1,760,676Net Income 2015: -$358,7352015Revenue 2019: $1,152,798Expenses 2019: $723,515Net Income 2019: $429,2832019Revenue 2020: $154,377Expenses 2020: $805,590Net Income 2020: -$651,2132020Revenue 2021: $31,514Expenses 2021: $239,313Net Income 2021: -$207,7992021Revenue 2022: -$111,986Expenses 2022: $1,216,104Net Income 2022: -$1,328,0902022Revenue 2023: $182,352Expenses 2023: $66,561Net Income 2023: $115,7912023Revenue 2024: $55,429Expenses 2024: $3,558,666Net Income 2024: -$3,503,2372024

Highlighted filing

2021

Revenue$31,514
Expenses$239,313
Net Income-$207,799
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H HARRIS MDTrustee-$0--
JOHANNA H HARRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William H Harris Foundation
EIN
04-6197960
Phone
7818483187
Address
1010 WALTHAM STREET 8 FAIRFIELD, LEXINGTON, MA 02421

Signing Officer

Name
William H Harris
Title
Trustee
Phone
7818483187
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Walter & Shuffain Pc
Address
101 STATION DRIVE SUITE 250, WESTWOOD, MA 02090
Preparer
Janet E Scott CPA
Phone
6174472700
Raw XML Appendix369 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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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06177107599
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORT OF ORTHOPAEDIC BIOMECHANICS AND BIOMATERIALS RESEARCH AT THE MASSACHUSETTS GENERAL HOSPITAL, PARTICIPATION IN NATIONAL SEMINARS AND CONFERENCES,PUBLICATION OF RESEARCH PAPERS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0AND SUPPORT OF HIGHER EDUCATION, CONSERVATION AND ENVIRONMENTAL ORGANIZATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE NOTE BELOW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientForeignAddress/AddressLine1Txt01010 WALTHAM STREET 8 FAIRFIELD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientForeignAddress/CityNm0LEXINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientForeignAddress/CountryCd0OC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientForeignAddress/ForeignPostalCd002421
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientForeignAddress/ProvinceOrStateNm0MASSACHUSETTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SEE NOTE BELOW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07818483187
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION GENERALLY MAKES CONTRIBUTIONS IN SUPPORT OF EDUCATION, CONSERVATION AND MEDICAL RESEARCH, CHOSEN BY THE TRUSTEES PRESELECTED CHARITABLE ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM H HARRIS MD
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JOHANNA H HARRIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WINDWARD FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BIODIVERSITY WORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01201 CONNECTICUT AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118 HELEN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VINEYARD HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102568
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200005
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0147771
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0147771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0563082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0379546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0981956
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0889090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0733218
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0733218
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02869658
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt055984
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0563082
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0379546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0981956
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0889090
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0203755
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt055984
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03602876
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03546892
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL TAX OVERPAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04744
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04744
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0136275
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO DEDUCTIONS - ABERDEEN VENTURES IV
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS - ABERDDEEN VENTURE PARTNERS III
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TAX PREPARATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt33750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030902
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1629
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2277
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt37500
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07818483187
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM H HARRIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0046197960
ReturnHeader/Filer/PhoneNum07818483187
ReturnHeader/Filer/USAddress/AddressLine1Txt01010 WALTHAM STREET 8 FAIRFIELD
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002421
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER & SHUFFAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 STATION DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002090
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET E SCOTT CPA
ReturnHeader/ReturnTs02022-11-10T12:26:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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