Civic Intelligence

Harbison Scholarship Trust Co Wilfrid C Lemann Trustee

990PF • Fiscal year 2020 • EIN 33-0621341

Nov 01, 2019 to Oct 31, 2020 • Filed on Sep 14, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-784%

Higher net margin than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.3%

Faster asset growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-99%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$87,647

Down $6,898 (-7.3%) from 2019

Net Assets

Down

$87,647

Down $6,898 (-7.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Down

$880

Down $97,100 (-99%) from 2019

Expenses

Down

$7,778

Down $735,678 (-99%) from 2019

Net Income

Up

-$6,898

Up $638,578 (+99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$87,647
Liabilities$0
Net Assets$87,647
Open 2020 Filing

Operations Trend

Revenue Growth3rd 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

2020

Revenue$880
Expenses$7,778
Net Income-$6,898
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Sep 14, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILFRID C LEMANNTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAL POLY - POMONATO CONTRIBUTE MONEY TO THE SCHOOL, CAL POLY POMONA, TO FUND SCHOLARSHIPS.GOVPOMONA, CA, US$1,435
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
2021-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Tina Henton
Phone
6268577300
Raw XML Appendix274 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/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06343
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06343
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0835
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0835
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0835
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILFRID C LEMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09098893691
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-14
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/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA HENTON
ReturnHeader/ReturnTs02021-09-16T17:27:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$87,647
Liabilities
$0
Net assets
$87,647
Revenue
$880
Expenses
$7,778
Net income
-$6,898
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