Civic Intelligence

Harbison Scholarship Trust Co Wilfrid C Lemann Trustee

990PF • Fiscal year 2017 • EIN 33-0621341

Nov 01, 2016 to Oct 31, 2017 • Filed on Jan 29, 2018

Organization Profile
215 North D StreetSan Bernardino, CA 92401

(909) 889-3691

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

84%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$786,126

Up $75,422 (+11%) from 2016

Net Assets

Up

$786,126

Up $75,422 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin95th percentile

Revenue

Up

$19,381

Up $8,828 (+84%) from 2016

Expenses

Down

$5,572

Down $7,437 (-57%) from 2016

Net Income

Up

$13,809

Up $16,265 (+662%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,294,023Liabilities 2011: $1,352,219Net Assets 2011: $4,941,8042011Assets 2013: $3,391,436Liabilities 2013: $0Net Assets 2013: $3,391,4362013Assets 2014: $2,288,042Liabilities 2014: $0Net Assets 2014: $2,288,0422014Assets 2016: $710,704Liabilities 2016: $0Net Assets 2016: $710,7042016Assets 2017: $786,126Liabilities 2017: $0Net Assets 2017: $786,1262017Assets 2018: $790,733Liabilities 2018: $0Net Assets 2018: $790,7332018Assets 2019: $94,545Liabilities 2019: $0Net Assets 2019: $94,5452019Assets 2020: $87,647Liabilities 2020: $0Net Assets 2020: $87,6472020Assets 2021: $72,282Liabilities 2021: $0Net Assets 2021: $72,2822021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$786,126
Liabilities$0
Net Assets$786,126
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $435,4212011Expenses 2013: $261,0412013Revenue 2014: $28,155Expenses 2014: $92,334Net Income 2014: -$64,1792014Revenue 2016: $10,553Expenses 2016: $13,009Net Income 2016: -$2,4562016Revenue 2017: $19,381Expenses 2017: $5,572Net Income 2017: $13,8092017Revenue 2018: $25,751Expenses 2018: $10,245Net Income 2018: $15,5062018Revenue 2019: $97,980Expenses 2019: $743,456Net Income 2019: -$645,4762019Revenue 2020: $880Expenses 2020: $7,778Net Income 2020: -$6,8982020Revenue 2021: $77Expenses 2021: $15,442Net Income 2021: -$15,3652021Revenue 2022: $156Expenses 2022: $72,438Net Income 2022: -$72,2822022

Highlighted filing

2017

Revenue$19,381
Expenses$5,572
Net Income$13,809
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jan 29, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILFRID C LEMANNTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Harbison Scholarship Trust
EIN
33-0621341
Phone
9098893691
Address
215 NORTH D STREET, SAN BERNARDINO, CA 92401

Signing Officer

Name
Wilfrid C Lemann
Title
Trustee
Phone
9098893691
Signed
2018-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
3401 CENTRELAKE DRIVE SUITE 500, ONTARIO, CA 91761
Preparer
Steven Spears
Phone
9099857286
Raw XML Appendix322 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/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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036739
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt036739
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt084057
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt036739
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt047318
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022021
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt069339
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0106078
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01928
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01928
OtherIncreasesSchedule/OtherIncreasesDetail/Amt061613
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1569
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1569
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILFRID C LEMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09098893691
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARBISON SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILFRID C LEMANN TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HARB
ReturnHeader/Filer/EIN0330621341
ReturnHeader/Filer/PhoneNum09098893691
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 NORTH D STREET
ReturnHeader/Filer/USAddress/CityNm0SAN BERNARDINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B7BE9990AD15340D9C3328E0F5C306E36A6AD06F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B3C0A654301C4A1307584A41B719F113872AC0CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-01-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:05:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03401 CENTRELAKE DRIVE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONTARIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091761
ReturnHeader/PreparerPersonGrp/PhoneNum09099857286
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN SPEARS
ReturnHeader/ReturnTs02018-02-26T17:22:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$786,126
Liabilities
$0
Net assets
$786,126
Revenue
$19,381
Expenses
$5,572
Net income
$13,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.10$0.74$0.65
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.03$0.01$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.02$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.03$0.09$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.26
2011Detailed filing. Detailed filing data is available for this year.$6.29$1.35$4.94$0.44