Civic Intelligence

The Harry Haman Charitable Remainder Unitrust(Pf)

990PF • Fiscal year 2022 • EIN 27-0182630

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

Organization Profile
PO Box 27Atmore, AL 36504

(251) 368-0445

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

12th percentile

-56%

Higher net margin than 12% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$16,570

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

34th percentile

-4.3%

Faster asset growth than 34% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$785,435

Down $35,284 (-4.3%) from 2021

Net Assets

Down

$785,435

Down $35,284 (-4.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin12th percentile

Revenue

Up

$62,574

Up $7,968 (+15%) from 2021

Expenses

Up

$97,858

Up $3,092 (+3.3%) from 2021

Net Income

Up

-$35,284

Up $4,876 (+12%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,023,179Liabilities 2010: $4,047Net Assets 2010: $1,019,1322010Assets 2011: $998,188Liabilities 2011: $5,018Net Assets 2011: $993,1702011Assets 2012: $972,807Liabilities 2012: $3,044Net Assets 2012: $969,7632012Assets 2013: $984,576Liabilities 2013: $3,893Net Assets 2013: $980,6832013Assets 2014: $1,041,411Liabilities 2014: $2,268Net Assets 2014: $1,039,1432014Assets 2015: $1,030,226Liabilities 2015: $419Net Assets 2015: $1,029,8072015Assets 2016: $997,866Liabilities 2016: $2,458Net Assets 2016: $995,4082016Assets 2020: $860,879Liabilities 2020: $0Net Assets 2020: $860,8792020Assets 2021: $820,719Liabilities 2021: $0Net Assets 2021: $820,7192021Assets 2022: $785,435Liabilities 2022: $0Net Assets 2022: $785,4352022Assets 2023: $741,026Liabilities 2023: $0Net Assets 2023: $741,0262023Assets 2024: $1,093,621Liabilities 2024: $0Net Assets 2024: $1,093,6212024

Highlighted filing

2022

Assets$785,435
Liabilities$0
Net Assets$785,435
Open 2022 Filing

Operations Trend

Revenue Growth61st percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $32,7042010Expenses 2011: $70,2592011Expenses 2012: $69,3122012Revenue 2013: $82,986Expenses 2013: $72,066Net Income 2013: $10,9202013Revenue 2014: $136,175Expenses 2014: $77,715Net Income 2014: $58,4602014Revenue 2015: $70,681Expenses 2015: $80,017Net Income 2015: -$9,3362015Revenue 2016: $58,073Expenses 2016: $92,472Net Income 2016: -$34,3992016Revenue 2020: $56,029Expenses 2020: $88,229Net Income 2020: -$32,2002020Revenue 2021: $54,606Expenses 2021: $94,766Net Income 2021: -$40,1602021Revenue 2022: $62,574Expenses 2022: $97,858Net Income 2022: -$35,2842022Revenue 2023: $64,933Expenses 2023: $109,342Net Income 2023: -$44,4092023Revenue 2024: $453,743Expenses 2024: $98,945Net Income 2024: $354,7982024

Highlighted filing

2022

Revenue$62,574
Expenses$97,858
Net Income-$35,284
Open 2022 Filing
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
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$16,570-$16,570
Filing and Contact Details

Filer

Filer Name
The Harry Haman Charitable
EIN
27-0182630
Phone
2513680445
Address
PO BOX 27, ATMORE, AL 36504

Signing Officer

Name
First Natl Bk Trust
Title
Trustee
Phone
2513680445
Signed
2023-05-11

Preparer

Firm
Waller Crook & Jones Pc
Address
PO BOX 920, ATMORE, AL 36504-0920
Preparer
R Mitchell Jones CPA
Phone
2513683186
Raw XML Appendix334 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/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FIRST NATIONAL BANK TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02513680445
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 27
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ATMORE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd036504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt039750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt139750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE COLLEGE SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE COLLEGE SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AUBURN UNIVERSITY FOUNDAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSITY OF FLORIDA FOU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0317 SOUTH COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1IFAS OFFICE OF DEVELOPMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0P O BOX 110170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0368495182
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1326110170
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt079500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0169
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt079331
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078903
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt078734
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt079331
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01973
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05033
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARITABLE CONTRIBUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05026
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1144
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ALLIANCEBERNSTEIN HLDING LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ALLIANCEBERNSTEIN HLDING LP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05026
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1144
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0604
TaxesSchedule/TaxesDetail/Amt0402
TaxesSchedule/TaxesDetail/Amt1604
TaxesSchedule/TaxesDetail/CategoryTxt02022 ESTIMATES 990PF
TaxesSchedule/TaxesDetail/CategoryTxt12022 ESTIMATES 990T
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0402
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST NATL BK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02513680445
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARRY HAMAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REMAINDER UNITRUST(PF)
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0270182630
ReturnHeader/Filer/PhoneNum02513680445
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 27
ReturnHeader/Filer/USAddress/CityNm0ATMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036504
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630739541
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALLER CROOK & JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 920
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0365040920
ReturnHeader/PreparerPersonGrp/PhoneNum02513683186
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R MITCHELL JONES CPA
ReturnHeader/ReturnTs02023-05-12T17:24:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REBECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PHILLIPS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$785,435
Liabilities
$0
Net assets
$785,435
Revenue
$62,574
Expenses
$97,858
Net income
-$35,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.45$0.10$0.35
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.06$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.06$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.05$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.14$0.08$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.08$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03
Peer Organizations

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