Civic Intelligence

The Penn Harris Charitable Trust

990PF • Fiscal year 2018 • EIN 38-7120735

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 22, 2019

219 West Broadway No Apt 4New York, NY 10013

(212) 201-3165

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

0.00x

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

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-2832%

Higher net margin than 7% of similar nonprofits.

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2018 filings • NTEE T22 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-98%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • NTEE T22 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$69,370

Down $24,664 (-26%) from 2017

Net Assets

Down

$69,370

Down $24,664 (-26%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$871

Down $38,906 (-98%) from 2017

Expenses

Down

$25,535

Down $7,550 (-23%) from 2017

Net Income

Down

-$24,664

Down $31,356 (-469%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $112,942Liabilities 2015: $02015Assets 2016: $87,392Liabilities 2016: $0Net Assets 2016: $87,3922016Assets 2017: $94,034Liabilities 2017: $0Net Assets 2017: $94,0342017Assets 2018: $69,370Liabilities 2018: $0Net Assets 2018: $69,3702018Assets 2019: $38,484Liabilities 2019: $1Net Assets 2019: $38,4842019Assets 2020: $214,933Liabilities 2020: $1Net Assets 2020: $214,9332020Assets 2021: $280,983Liabilities 2021: $1Net Assets 2021: $280,9832021Assets 2022: $238,797Liabilities 2022: $1Net Assets 2022: $238,7972022Assets 2023: $496,662Liabilities 2023: $12023

Highlighted filing

2018

Assets$69,370
Liabilities$0
Net Assets$69,370

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $137,124Expenses 2015: $24,182Net Income 2015: $112,9422015Revenue 2016: $50Expenses 2016: $25,600Net Income 2016: -$25,5502016Revenue 2017: $39,777Expenses 2017: $33,085Net Income 2017: $6,6922017Revenue 2018: $871Expenses 2018: $25,535Net Income 2018: -$24,6642018Revenue 2019: $1,372Expenses 2019: $32,258Net Income 2019: -$30,8862019Revenue 2020: $204,224Expenses 2020: $27,775Net Income 2020: $176,4492020Revenue 2021: $105,342Expenses 2021: $39,292Net Income 2021: $66,0502021Revenue 2022: $2,834Expenses 2022: $45,020Net Income 2022: -$42,1862022Revenue 2023: $298,339Expenses 2023: $40,474Net Income 2023: $257,8652023

Highlighted filing

2018

Revenue$871
Expenses$25,535
Net Income-$24,664
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 22, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON D PENNTrustee-$0--
ARMIN S HARRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Penn Harris Charitable Trust
EIN
38-7120735
Phone
2122013165
Address
219 WEST BROADWAY NO APT 4, NEW YORK, NY 10013

Signing Officer

Name
Allison Penn
Title
Trustee
Phone
2122013165
Signed
2019-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Marks Paneth Llp
Address
685 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Joseph Giampapa CPA
Phone
2125038800
Raw XML Appendix321 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/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2100101006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310007
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025485
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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/AppliedToCurrentYearAmt04050
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017994
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt089393
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt029332
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017994
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025535
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021485
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt089393
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt067908
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt031772
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt18005
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0100 SHS LOCKHEED MARTIN CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc145 SHS FACEBOOK CORP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt031772
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt18005
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt026184
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt15899
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON PENN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02122013165
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PENN HARRIS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0387120735
ReturnHeader/Filer/PhoneNum02122013165
ReturnHeader/Filer/USAddress/AddressLine1Txt0219 WEST BROADWAY NO APT 4
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010013
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0694B9C1BD65890F3A945BC96B3F2D59B1C10ADA3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.74.165.34
ReturnHeader/FilingSecurityInformation/IPDt02019-02-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:03:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113518842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARKS PANETH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0685 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02125038800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH GIAMPAPA CPA
ReturnHeader/ReturnTs02019-04-16T10:37:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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