Civic Intelligence

The Harry Haman Charitable Remainder Unitrust(Pf)

990PF • Fiscal year 2020 • EIN 27-0182630

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 27, 2021

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

12th percentile

-57%

Higher net margin than 12% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$14,758

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$860,879

Down $136,987 (-14%) from 2016

Net Assets

Down

$860,879

Down $134,529 (-14%) from 2016

Liabilities

Down

$0

Down $2,458 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin12th percentile

Revenue

Down

$56,029

Down $2,044 (-3.5%) from 2016

Expenses

Down

$88,229

Down $4,243 (-4.6%) from 2016

Net Income

Up

-$32,200

Up $2,199 (+6.4%) from 2016

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 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

2020

Assets$860,879
Liabilities$0
Net Assets$860,879
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$56,029
Expenses$88,229
Net Income-$32,200
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 27, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$14,758-$14,758
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
2021-09-27

Preparer

Firm
Waller Crook & Jones Pc
Address
PO BOX 920, ATMORE, AL 36504-0920
Preparer
R Mitchell Jones CPA
Phone
2513683186
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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/PersonsWithBooksName/BusinessNameLine1Txt0FIRST NATIONAL BANK & TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum02513680445
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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/Amt035600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135600
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/TotalGrantOrContriPdDurYrAmt071200
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/AppliedToCurrentYearAmt0138
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt071062
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076070
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt075932
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt071062
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03792
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05491
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05491
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARITABLE CONTRIBUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt084
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05432
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1363
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ALLIANCEBERNSTEIN HLDING LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ALLIANCEBERNSTEIN HLDING LP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05432
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1363
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/Amt11206
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12019 TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt22020 ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11206
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST NATL BK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02513680445
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-27
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/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/PreparationDt02021-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R MITCHELL JONES CPA
ReturnHeader/ReturnTs02021-09-28T14:51:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REBECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PHILLIPS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$860,879
Liabilities
$0
Net assets
$860,879
Revenue
$56,029
Expenses
$88,229
Net income
-$32,200
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