Civic Intelligence

Henry & Katherine Hare Memorial Scholarship Fund

990 • Fiscal year 2023 • EIN 31-6356695

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 22, 2024

Organization ProfileN/A
138 Putnam StreetMarietta, OH 45750

(937) 382-1441

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-17%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$2,490

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-1.1%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

160%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$150,584

Down $8,774 (-5.5%) from 2021

Net Assets

Down

$150,584

Down $8,774 (-5.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin22nd percentile

Revenue

Down

$9,619

Down $4,000 (-29%) from 2021

Expenses

Up

$11,215

Up $5,778 (+106%) from 2021

Net Income

Down

-$1,596

Down $9,778 (-120%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$200K$150K$100K$50K$0Assets 2018: $145,841Liabilities 2018: $0Net Assets 2018: $145,8412018Assets 2019: $147,517Liabilities 2019: $0Net Assets 2019: $147,5172019Assets 2020: $151,176Liabilities 2020: $0Net Assets 2020: $151,1762020Assets 2021: $159,358Liabilities 2021: $0Net Assets 2021: $159,3582021Assets 2023: $150,584Liabilities 2023: $0Net Assets 2023: $150,5842023

Highlighted filing

2023

Assets$150,584
Liabilities$0
Net Assets$150,584
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2018: $11,470Expenses 2018: $5,729Net Income 2018: $5,7412018Revenue 2019: $7,563Expenses 2019: $5,925Net Income 2019: $1,6382019Revenue 2020: $8,965Expenses 2020: $5,306Net Income 2020: $3,6592020Revenue 2021: $13,619Expenses 2021: $5,437Net Income 2021: $8,1822021Revenue 2023: $9,619Expenses 2023: $11,215Net Income 2023: -$1,5962023

Highlighted filing

2023

Revenue$9,619
Expenses$11,215
Net Income-$1,596
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 22, 2024
Return Version
2023v5.1
Gross Receipts
$53,169
Mission and Program Overview

Mission

Scholarships for Wilmington College students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$146,158$140,017▼ $6,141
Cash and Non-Interest-Bearing Accounts$6,049$10,567▲ $4,518
Total Assets$152,207$150,584▼ $1,623
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$152,207$150,584▼ $1,623
Total Net Assets Fund Balance$152,207$150,584▼ $1,623
Total Liabilities and Net Assets / Fund Balance$152,207$150,584▼ $1,623
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseTotal
-Trustee$2,490$2,490
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,619
Other Revenue
$0
Change in Net Assets
$-1,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,599
Salaries, Compensation, and Employee Benefits$2,490
Other Expenses$1,126
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$7,599--$7,599
Current Officers, Directors, Trustees, and Key Employees$0$2,490-$2,490
Fees for Services Accounting$496$495-$991
Other Expenses-$3-$3
Total Functional Expenses$8,095$3,120$0$11,215
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wilmington CollegeWilmington, OH501(c)(3)-$7,599
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The Institutional Trustee reviews the Form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Henry & Katherine Hare Memorial Sch
EIN
31-6356695
Phone
9373821441
Address
138 PUTNAM STREET, MARIETTA, OH 45750

Signing Officer

Name
Laura Meadows
Title
Officer
Phone
9373821441
Signed
2024-09-22
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Net pre/post year income, Mutual Fund timing, and Wash Sale Adjustments -$27.00”

Raw XML AppendixShowing 400 of 407 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trustee maintains a close and continuous relationship with Wilmington College by keeping them advised of the investments and income by providing quarterly bank statements.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in directing the use of the organization's income.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Trustee is now aware of this requirement and will ensure that it is followed starting in 2023 and going forward.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The organization is a trust fund that disburses funds only to qualifying charitable organizations as directed by the trust's governing instrument to be used only in accordance with the governing instrument.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4Per the terms of the Trust document, the Trust is required to pay out all income on at least a semi-annually basis. The Trust has always satisfied this requirement.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5The Trustee has made changes to their procedure to distribute funds to the supported organization. In order to meet the IRS distribution requirements, the Trust will begin distributing an amount of Principal annually, to satisfy the requirements to maintain the status as a supporting organization.
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PYLE CENTER BOX 1313
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WILMINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045177
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The document states that all income must be paid to the Wilmington College, a 501(3)(c) organization. Wilmington College selects no fewer than two and no more than four needy students to award scholarships.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Institutional Trustee reviews the Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Net pre/post year income, Mutual Fund timing, and Wash Sale Adjustments -$27.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0C/O JOSEPH BULL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310537514
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PYLE CENTER BOX 1313
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WILMINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045177
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt07599
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WILMINGTON COLLEGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0150584
IRS990/TotalAssetsGrp/BOYAmt0152207
IRS990/TotalAssetsGrp/EOYAmt0150584
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03120
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08095
IRS990/TotalFunctionalExpensesGrp/TotalAmt011215
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0152207
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0150584
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt02490
IRS990/TotalRevenueGrp/ExclusionAmt09619
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09619
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0152207
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0150584
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt048 N South Street
IRS990/USAddress/CityNm0Wilmington
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045177
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA MEADOWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum09373821441
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY & KATHERINE HARE MEMORIAL SCH
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0316356695
ReturnHeader/Filer/PhoneNum09373821441
ReturnHeader/Filer/USAddress/AddressLine1Txt0138 PUTNAM STREET
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045750
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327290

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$150,584
Liabilities
$0
Net assets
$150,584
Revenue
$9,619
Expenses
$11,215
Net income
-$1,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.10$0.11$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.14$0.05$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.09$0.05$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.08$0.06$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.11$0.06$0.06