Civic Intelligence

Jon and Judith Harris Foundation

990PF • Fiscal year 2023 • EIN 30-0048754

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profile
14 Greenway Plaza 24RHouston, TX 77046

(952) 933-4647

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-48%

Higher net margin than 14% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-1.5%

Faster asset growth than 46% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

26%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$111,673

Down $1,705 (-1.5%) from 2022

Net Assets

Down

$111,673

Down $1,705 (-1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin14th percentile

Revenue

Up

$3,534

Up $727 (+26%) from 2022

Expenses

Up

$5,239

Up $988 (+23%) from 2022

Net Income

Down

-$1,705

Down $261 (-18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$200K$150K$100K$50K$0Assets 2019: $151,140Liabilities 2019: $0Net Assets 2019: $151,1402019Assets 2020: $136,089Liabilities 2020: $0Net Assets 2020: $136,0892020Assets 2021: $114,822Liabilities 2021: $0Net Assets 2021: $114,8222021Assets 2022: $113,378Liabilities 2022: $0Net Assets 2022: $113,3782022Assets 2023: $111,673Liabilities 2023: $0Net Assets 2023: $111,6732023Assets 2024: $149,456Liabilities 2024: $0Net Assets 2024: $149,4562024

Highlighted filing

2023

Assets$111,673
Liabilities$0
Net Assets$111,673
Open 2023 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50KRevenue 2019: $58,192Expenses 2019: $4,877Net Income 2019: $53,3152019Revenue 2020: $4,858Expenses 2020: $19,909Net Income 2020: -$15,0512020Revenue 2021: $3,154Expenses 2021: $30,461Net Income 2021: -$27,3072021Revenue 2022: $2,807Expenses 2022: $4,251Net Income 2022: -$1,4442022Revenue 2023: $3,534Expenses 2023: $5,239Net Income 2023: -$1,7052023Revenue 2024: $43,295Expenses 2024: $5,512Net Income 2024: $37,7832024

Highlighted filing

2023

Revenue$3,534
Expenses$5,239
Net Income-$1,705
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH HARRISPresident/Treasurer-$0--
MARCEE HARRIS SCHWARTZVice President-$0--
AMY HARRISVice President-$0--
Filing and Contact Details

Filer

Filer Name
Jon and Judith Harris Foundation
EIN
30-0048754
Phone
9529334647
Address
14 GREENWAY PLAZA 24R, HOUSTON, TX 77046

Signing Officer

Name
Amy Harris
Title
President
Phone
9529334647
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
222 SOUTH 9TH STREET SUITE 1000, MINNEAPOLIS, MN 55402
Preparer
Anne M Ledwein
Phone
6123397811
Raw XML Appendix301 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02105
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08330
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0267
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0286
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0286
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01213
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDELITY MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01213
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
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/PersonNm0AMY HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09529334647
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JON AND JUDITH HARRIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JON&
ReturnHeader/Filer/EIN0300048754
ReturnHeader/Filer/PhoneNum09529334647
ReturnHeader/Filer/USAddress/AddressLine1Txt014 GREENWAY PLAZA 24R
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077046
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341873282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 SOUTH 9TH STREET SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123397811
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE M LEDWEIN
ReturnHeader/ReturnTs02024-05-13T10:53:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,673
Liabilities
$0
Net assets
$111,673
Revenue
$3,534
Expenses
$5,239
Net income
-$1,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.43$0.06$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.03$0.30$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.05$0.20$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.58$0.05$0.53