Civic Intelligence

The Mackenzie Foundation

990PF • Fiscal year 2021 • EIN 35-1955434

Sep 01, 2020 to Aug 31, 2021 • Filed on Nov 05, 2021

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$4,641

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-1.5%

Faster asset growth than 37% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-29%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$223,032

Down $3,506 (-1.5%) from 2020

Net Assets

Down

$223,032

Down $3,506 (-1.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin23rd percentile

Revenue

Down

$20,792

Down $8,382 (-29%) from 2020

Expenses

Up

$23,748

Up $4,060 (+21%) from 2020

Net Income

Down

-$2,956

Down $12,442 (-131%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2021

Assets$223,032
Liabilities$0
Net Assets$223,032
Open 2021 Filing

Operations Trend

Revenue Growth25th 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

2021

Revenue$20,792
Expenses$23,748
Net Income-$2,956
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Nov 5, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,641-$4,641
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
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Parkison & Hinton Inc Pc
Address
PO BOX 638, LAPORTE, IN 46352-0638
Preparer
John E Spiggle CPA
Phone
2193628547
Raw XML Appendix303 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/BusinessNameLine1Txt1INSIDE OUT RE-ENTRY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE JAMES GANG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0THE ANTELOPE LENDING LIBRARY
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/AddressLine1Txt1500 N CLINTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2450 HWY 1 WEST 126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MICHIGAN CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1522406219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252246
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017995
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/AppliedToCurrentYearAmt017007
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04767
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04767
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011436
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04773
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03421
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01134
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01445
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021780
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04773
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016203
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011430
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0550
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX PAID
TaxesSchedule/TaxesDetail/Amt0112
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0112
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARBOUR TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02198773500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
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/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/PreparationDt02021-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E SPIGGLE CPA
ReturnHeader/ReturnTs02021-11-09T11:25:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OBERLIE
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,032
Liabilities
$0
Net assets
$223,032
Revenue
$20,792
Expenses
$23,748
Net income
-$2,956
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