Civic Intelligence

William H Harris Foundation

990PF • Fiscal year 2022 • EIN 04-6197960

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

1186%

Higher net margin than 100% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

4th percentile

-26%

Faster asset growth than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$3,782,480

Down $1,359,023 (-26%) from 2021

Net Assets

Down

$3,782,480

Down $1,359,023 (-26%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

-$111,986

Down $143,500 (-455%) from 2021

Expenses

Up

$1,216,104

Up $976,791 (+408%) from 2021

Net Income

Down

-$1,328,090

Down $1,120,291 (-539%) from 2021

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

2022

Assets$3,782,480
Liabilities$0
Net Assets$3,782,480

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

2022

Revenue-$111,986
Expenses$1,216,104
Net Income-$1,328,090
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H HARRIS MDTrustee-$0--
DAVID 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
2023-05-11
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 Appendix370 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/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/ContributingManagerNm1DAVID HARRIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BENEVOLENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BRYN MAWR COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MASS GENERAL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VILLAGES AND WILDERNESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 N MERION AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt155 FRUIT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt244 VINEYARD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRYN MAWR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OAK BLUFFS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202557
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01175000
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/AppliedToCurrentYearAmt0229446
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0229446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt055984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0563082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0379546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0981956
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0889090
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0889090
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02929872
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0949304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055984
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0563082
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0379546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0981956
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01178750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0949304
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03818962
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02869658
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04744
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL TAX OVERPAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04328
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04328
OtherDecreasesSchedule/OtherDecreasesDetail/Amt030933
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TAX PREPARATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17500
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0416
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07818483187
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET E SCOTT CPA
ReturnHeader/ReturnTs02023-05-15T08:28:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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