Civic Intelligence

The Mackenzie Foundation

990PF • Fiscal year 2019 • EIN 35-1955434

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 01, 2019

Organization Profile
Harbour Trust 1024 N Karwick RoadMichigan City, IN 46360

(219) 877-3500

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-399%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$4,093

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 98.7% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

31st percentile

-7.1%

Faster asset growth than 31% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-84%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$217,052

Down $16,570 (-7.1%) from 2018

Net Assets

Down

$217,052

Down $16,570 (-7.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$4,149

Down $21,660 (-84%) from 2018

Expenses

Up

$20,719

Up $165 (+0.8%) from 2018

Net Income

Down

-$16,570

Down $21,825 (-415%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$400K$300K$200K$100K$0Assets 2013: $342,995Liabilities 2013: $0Net Assets 2013: $342,9952013Assets 2015: $261,037Liabilities 2015: $0Net Assets 2015: $261,0372015Assets 2016: $244,406Liabilities 2016: $0Net Assets 2016: $244,4062016Assets 2017: $228,366Liabilities 2017: $0Net Assets 2017: $228,3662017Assets 2018: $233,622Liabilities 2018: $0Net Assets 2018: $233,6222018Assets 2019: $217,052Liabilities 2019: $0Net Assets 2019: $217,0522019Assets 2020: $226,538Liabilities 2020: $0Net Assets 2020: $226,5382020Assets 2021: $223,032Liabilities 2021: $0Net Assets 2021: $223,0322021Assets 2022: $256,502Liabilities 2022: $0Net Assets 2022: $256,5022022Assets 2023: $295,189Liabilities 2023: $0Net Assets 2023: $295,1892023Assets 2024: $312,318Liabilities 2024: $0Net Assets 2024: $312,3182024Assets 2025: $298,455Liabilities 2025: $0Net Assets 2025: $298,4552025

Highlighted filing

2019

Assets$217,052
Liabilities$0
Net Assets$217,052
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2013: $51,0632013Revenue 2015: $52,026Expenses 2015: $105,657Net Income 2015: -$53,6312015Revenue 2016: $7,625Expenses 2016: $24,256Net Income 2016: -$16,6312016Revenue 2017: $4,963Expenses 2017: $21,003Net Income 2017: -$16,0402017Revenue 2018: $25,809Expenses 2018: $20,554Net Income 2018: $5,2552018Revenue 2019: $4,149Expenses 2019: $20,719Net Income 2019: -$16,5702019Revenue 2020: $29,174Expenses 2020: $19,688Net Income 2020: $9,4862020Revenue 2021: $20,792Expenses 2021: $23,748Net Income 2021: -$2,9562021Revenue 2022: $53,751Expenses 2022: $20,019Net Income 2022: $33,7322022Revenue 2023: $45,977Expenses 2023: $5,763Net Income 2023: $40,2142023Revenue 2024: $44,942Expenses 2024: $27,159Net Income 2024: $17,7832024Revenue 2025: $15,509Expenses 2025: $28,766Net Income 2025: -$13,2572025

Highlighted filing

2019

Revenue$4,149
Expenses$20,719
Net Income-$16,570
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,093-$4,093
Filing and Contact Details

Filer

Filer Name
The Mackenzie Foundation
EIN
35-1955434
Phone
2198773500
Address
HARBOUR TRUST 1024 N KARWICK ROAD, MICHIGAN CITY, IN 46360

Signing Officer

Name
Harbour Trust
Title
Trustee
Phone
2198773500
Signed
2019-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Parkison & Hinton Inc Pc
Address
PO BOX 638, LAPORTE, IN 46352-0638
Preparer
John E Spiggle
Phone
2193628547
Raw XML Appendix315 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITARIAN UNIVERSALIST CONGREGATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0619 FRANKLIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11121 GILBERT COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2130 CONCKLIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MICHIGAN CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2POMONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210970
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015490
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/AppliedToCurrentYearAmt014356
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt082271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022654
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022654
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt090280
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01134
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04767
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt082271
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015490
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01134
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0112934
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111800
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/Amt185
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt076
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt185
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARBOUR TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02198773500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MACKENZIE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MACK
ReturnHeader/Filer/EIN0351955434
ReturnHeader/Filer/PhoneNum02198773500
ReturnHeader/Filer/USAddress/AddressLine1Txt0HARBOUR TRUST 1024 N KARWICK ROAD
ReturnHeader/Filer/USAddress/CityNm0MICHIGAN CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046360
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD2932C65B781444E5FF53F3AF2111FCE75E402B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0958023BA16066237790B059F9FE69167FBFFD070
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02019-12-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:45:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351723943
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARKISON & HINTON INC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 638
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAPORTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0463520638
ReturnHeader/PreparerPersonGrp/PhoneNum02193628547
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E SPIGGLE
ReturnHeader/ReturnTs02019-12-02T16:45:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$217,052
Liabilities
$0
Net assets
$217,052
Revenue
$4,149
Expenses
$20,719
Net income
-$16,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.16$0.29$0.13
2024Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.45$0.27$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.46$0.06$0.40
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.54$0.20$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.21$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.29$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.04$0.21$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.26$0.21$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.05$0.21$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.08$0.24$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.52$1.06$0.54
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.51