Civic Intelligence

Raymond J and Kathryn D Harbert

EIN 26-3910444 • Birmingham, AL

2100 Third Avenue North Suite 600Birmingham, AL 35203
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-1276%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

20th percentile

-5.7%

Faster asset growth than 20% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,713,911

Down $283,248 (-5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,713,911

Down $283,248 (-5.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Down

$22,200

Down $266,739 (-92%) from 2023

Expenses

Up

$305,448

Up $220,670 (+260%) from 2023

Net Income

Down

-$283,248

Down $487,409 (-239%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $11,047Liabilities 2012: $0Net Assets 2012: $11,0472012Assets 2013: $4,104Liabilities 2013: $0Net Assets 2013: $4,1042013Assets 2020: $4,864,417Liabilities 2020: $0Net Assets 2020: $4,864,4172020Assets 2021: $4,742,024Liabilities 2021: $0Net Assets 2021: $4,742,0242021Assets 2022: $4,792,998Liabilities 2022: $0Net Assets 2022: $4,792,9982022Assets 2023: $4,997,159Liabilities 2023: $0Net Assets 2023: $4,997,1592023Assets 2024: $4,713,911Liabilities 2024: $0Net Assets 2024: $4,713,9112024

Highlighted filing

2024

Assets$4,713,911
Liabilities$0
Net Assets$4,713,911
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2012: $8,2062012Revenue 2013: $10,000,003Expenses 2013: $10,006,946Net Income 2013: -$6,9432013Revenue 2020: $337,901Expenses 2020: $773,402Net Income 2020: -$435,5012020Revenue 2021: $7,598Expenses 2021: $129,991Net Income 2021: -$122,3932021Revenue 2022: $158,252Expenses 2022: $107,278Net Income 2022: $50,9742022Revenue 2023: $288,939Expenses 2023: $84,778Net Income 2023: $204,1612023Revenue 2024: $22,200Expenses 2024: $305,448Net Income 2024: -$283,2482024

Highlighted filing

2024

Revenue$22,200
Expenses$305,448
Net Income-$283,248
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,713,911
Liabilities
$0
Net assets
$4,713,911
Revenue
$22,200
Expenses
$305,448
Net income
-$283,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.02$0.31$0.28
2023Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.29$0.08$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.16$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.01$0.13$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.34$0.77$0.44
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$10.0$10.0$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND J HARBERTDirector-$0--
KATHRYN D HARBERTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Raymond J and Kathryn D Harbert
EIN
26-3910444
Phone
2059875605
Address
2100 THIRD AVENUE NORTH SUITE 600, BIRMINGHAM, AL 35203

Signing Officer

Name
Raymond J Harbert
Title
Director
Phone
2059875605
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
Stacy Watts
Phone
2059794100
Raw XML Appendix304 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HARBERT SENIORS HOUSING FUND I, L.P.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHRYN D HARBERT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd335223
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0235000
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/AppliedToCurrentYearAmt0127853
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127853
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0531482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt075893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt075893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0640066
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0108584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0531482
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0236437
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0108584
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0715959
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0607375
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DELAWARE ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS - HSHF I
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt162142
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt162142
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt236
TaxesSchedule/TaxesDetail/Amt05395
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND J HARBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02059875605
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RAYMOND J AND KATHRYN D HARBERT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RAYM
ReturnHeader/Filer/EIN0263910444
ReturnHeader/Filer/PhoneNum02059875605
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 THIRD AVENUE NORTH SUITE 600
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 ACTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059794100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY WATTS
ReturnHeader/ReturnTs02025-04-29T08:27:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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