Civic Intelligence

Harry Garrett Fund

990PF • Fiscal year 2012 • EIN 23-6789195

Oct 01, 2011 to Sep 30, 2012 • Filed on Nov 13, 2012

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

84th percentile

$17,607

Higher top officer pay than 84% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$1,289,881

No earlier filing loaded for comparison.

Net Assets

$1,289,881

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$96,163

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2012: $1,289,881Liabilities 2012: $0Net Assets 2012: $1,289,8812012Assets 2018: $1,225,869Liabilities 2018: $0Net Assets 2018: $1,225,8692018Assets 2019: $1,215,443Liabilities 2019: $0Net Assets 2019: $1,215,4432019Assets 2020: $1,183,493Liabilities 2020: $0Net Assets 2020: $1,183,4932020Assets 2021: $1,241,765Liabilities 2021: $0Net Assets 2021: $1,241,7652021Assets 2022: $1,232,526Liabilities 2022: $0Net Assets 2022: $1,232,5262022Assets 2023: $1,225,420Liabilities 2023: $0Net Assets 2023: $1,225,4202023Assets 2024: $1,229,264Liabilities 2024: $0Net Assets 2024: $1,229,2642024Assets 2025: $1,248,797Liabilities 2025: $0Net Assets 2025: $1,248,7972025

Highlighted filing

2012

Assets$1,289,881
Liabilities$0
Net Assets$1,289,881
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KExpenses 2012: $96,1632012Revenue 2018: $77,207Expenses 2018: $105,092Net Income 2018: -$27,8852018Revenue 2019: $92,273Expenses 2019: $102,963Net Income 2019: -$10,6902019Revenue 2020: $71,711Expenses 2020: $103,299Net Income 2020: -$31,5882020Revenue 2021: $153,824Expenses 2021: $95,326Net Income 2021: $58,4982021Revenue 2022: $82,369Expenses 2022: $92,094Net Income 2022: -$9,7252022Revenue 2023: $40,298Expenses 2023: $47,353Net Income 2023: -$7,0552023Revenue 2024: $90,386Expenses 2024: $85,758Net Income 2024: $4,6282024Revenue 2025: $118,601Expenses 2025: $98,832Net Income 2025: $19,7692025

Highlighted filing

2012

Revenue-
Expenses$96,163
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Nov 13, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo BankTrusteeFT$17,607-$17,607
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAUNDERS HOUSEGENERAL SUPPORTPUBLIC CHARITYWYNNEWOOD, PA, US$35,462
Paid GrantBALA PRESBYTERIAN HOME FDNGENERAL SUPPORTPUBLIC CHARITYLAFAYETTE HILL, PA, US$35,462
Filing and Contact Details

Filer

EIN
23-6789195
Raw XML AppendixShowing 400 of 787 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21225.463 ARTIO INTERNATIONAL EQ FD 3# 1529
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4329. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51746. DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6954.544 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72450.456 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8182. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9149. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12126. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset131456.294 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141310.142 GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15202. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1660. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1746. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset182227. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1918. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20144. ISHARES S&P 500 INDEX FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22125. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2312. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset241176. LAUDUS MONDRIAN INTL FI-INST #2940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset251373. MFS VALUE FUND-CLASS I #893
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28143. MAINSTAY EP US EQ YLD-IS #1204
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30383. MERGER FD SH BEN INT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset312074. PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset323527.83 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33697.17 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34147. PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35782.745 PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3673.171 PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37419.084 PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset383591.235 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39384. RIDGEWORTH SEIX HY BD-I #5855
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset409811. ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset413532.757 ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset423552.243 ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4310149. ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset44115. SPDR DJ WILSHIRE INTERNATIONAL REAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset45134. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4672. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4786. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4836. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4928. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset501943.773 WELLS FARGO ADV INTL BOND-IS #4705
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5119.404 WELLS FARGO ADV INTL BOND-IS #4705
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52104.987 WELLS FARGO ADV INTL BOND-IS #4705

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,289,881
Liabilities
$0
Net assets
$1,289,881
Revenue
-
Expenses
$96,163
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.12$0.10$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.09$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.04$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.15$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.07$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.09$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.11$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.10