Civic Intelligence

E L Bob Harlin and Vesta Harlin Charitable Trust

990EZ • Fiscal year 2014 • EIN 43-1299442

Mar 01, 2013 to Feb 28, 2014 • Filed on Jul 11, 2014

Organization ProfileN/A
PO Box 444West Plains, MO 65775

(417) 256-6487

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

69%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$312,192

Up $10,603 (+3.5%) from 2013

Net Assets

Up

$306,453

Up $6,302 (+2.1%) from 2013

Liabilities

Up

$5,739

Up $4,301 (+299%) from 2013

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin76th percentile

Revenue

Up

$31,751

Up $12,937 (+69%) from 2013

Expenses

Up

$25,449

Up $12,846 (+102%) from 2013

Net Income

Up

$6,302

Up $91 (+1.5%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $308,351Liabilities 2010: $0Net Assets 2010: $308,3512010Assets 2011: $306,450Liabilities 2011: $100Net Assets 2011: $306,3502011Assets 2012: $293,940Liabilities 2012: $0Net Assets 2012: $293,9402012Assets 2013: $301,589Liabilities 2013: $1,438Net Assets 2013: $300,1512013Assets 2014: $312,192Liabilities 2014: $5,739Net Assets 2014: $306,4532014Assets 2015: $304,162Liabilities 2015: $5,859Net Assets 2015: $298,3032015Assets 2016: $301,577Liabilities 2016: $3,566Net Assets 2016: $298,0112016

Highlighted filing

2014

Assets$312,192
Liabilities$5,739
Net Assets$306,453
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

$40K$20K$0-$20KRevenue 2010: $8,190Expenses 2010: $13,924Net Income 2010: -$5,7342010Revenue 2011: $10,989Expenses 2011: $12,990Net Income 2011: -$2,0012011Revenue 2012: $12,034Expenses 2012: $24,444Net Income 2012: -$12,4102012Revenue 2013: $18,814Expenses 2013: $12,603Net Income 2013: $6,2112013Revenue 2014: $31,751Expenses 2014: $25,449Net Income 2014: $6,3022014Revenue 2015: $25,030Expenses 2015: $33,180Net Income 2015: -$8,1502015Revenue 2016: $11,032Expenses 2016: $11,324Net Income 2016: -$2922016

Highlighted filing

2014

Revenue$31,751
Expenses$25,449
Net Income$6,302
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2013 to Feb 28, 2014
Signed
Jul 11, 2014
Return Version
2013v3.0
Gross Receipts
$31,751
Mission and Program Overview

Mission

Operation of local museum.

Program Services

DescriptionGrantsExpenses
OPERATION OF LOCAL MUSEUM.$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN DENNISPresident-$0--
BILL DUGANVice President-$0--
CARLA SPARKSTreasurer-$0--
GLADYS MORRISSecretary-$0--
CHARLENE BROOKSHistorian-$0--
KATHRYN FISHERDirector-$0--
Filing and Contact Details

Filer

EIN
43-1299442
Phone
4172566487

Signing Officer

Name
C Toney Aid
Title
Treasurer
Phone
4172566487
Signed
2014-07-11
Discuss with paid preparer
Yes

Preparer

Preparer
William D Wood
Phone
4172566191
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 2,470.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: realized gain. Amount: 295. Description: art show. Amount: 5,697. Description: merchadise sales. Amount: 457. Description: rent. Amount: 400. Description: rockin benefit. Amount: 1,631. Description: insurance. Amount: 18,637. Total to form 990-ez, line 8: 27,117.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: miscellaneous. Amount: 290. Description: merchandise. Amount: 4,387. Description: office. Amount: 2,496. Total to form 990-ez, line 16: 7,173.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other assets. Beg. Of year amount: 286,038. End of year amount: 289,409.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: unrealized gain. Beg. Of year amount: 1,438. End of year amount: 5,739.”

Raw XML Appendix171 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum04172566487
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 444
IRS990EZ/BooksInCareOfDetail/USAddress/City0WEST PLAINS
IRS990EZ/BooksInCareOfDetail/USAddress/State0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode065775
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015551
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022783
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt06302
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0301589
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0312192
IRS990EZ/GrossReceiptsAmt031751
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02470
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0300151
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0306453
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0300151
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0306453
IRS990EZ/OccupancyRentUtltsAndMaintAmt017976
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAN DENNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL DUGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARLA SPARKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GLADYS MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLENE BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHRYN FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0286038
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0289409
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07173
IRS990EZ/OtherRevenueTotalAmt027117
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OPERATION OF LOCAL MUSEUM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF LOCAL MUSEUM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01438
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05739
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025449
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt031751
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01228
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016797
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03395
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02347
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04380
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04636
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017923
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01814
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48380
IRS990ScheduleA/PublicSupportPY170Pct00.52000
IRS990ScheduleA/PublicSupportTotal170Amt016797
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01228
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02782
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016797
IRS990ScheduleA/TotalSupportAmt034720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2,470.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: REALIZED GAIN. AMOUNT: 295. DESCRIPTION: ART SHOW. AMOUNT: 5,697. DESCRIPTION: MERCHADISE SALES. AMOUNT: 457. DESCRIPTION: RENT. AMOUNT: 400. DESCRIPTION: ROCKIN BENEFIT. AMOUNT: 1,631. DESCRIPTION: INSURANCE. AMOUNT: 18,637. TOTAL TO FORM 990-EZ, LINE 8: 27,117.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MISCELLANEOUS. AMOUNT: 290. DESCRIPTION: MERCHANDISE. AMOUNT: 4,387. DESCRIPTION: OFFICE. AMOUNT: 2,496. TOTAL TO FORM 990-EZ, LINE 16: 7,173.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 286,038. END OF YEAR AMOUNT: 289,409.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN. BEG. OF YEAR AMOUNT: 1,438. END OF YEAR AMOUNT: 5,739.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0C TONEY AID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04172566487
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10EL BOB HARLIN AND VESTA HARLIN
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELBO
ReturnHeader/Filer/EIN0431299442
ReturnHeader/Filer/PhoneNum04172566487
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 444
ReturnHeader/Filer/USAddress/City0WEST PLAINS
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode065775
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431273431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHULTZ WOOD & RAPP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 377
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WEST PLAINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode065775
ReturnHeader/PreparerPersonGrp/PhoneNum04172566191
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM D WOOD
ReturnHeader/ReturnTs02014-07-22T16:21:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-03-01
ReturnHeader/TaxPeriodEndDt02014-02-28
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$312,192
Liabilities
$5,739
Net assets
$306,453
Revenue
$31,751
Expenses
$25,449
Net income
$6,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$3.02$0.04$2.98$0.11$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.04$0.06$2.98$0.25$0.33$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.06$3.06$0.32$0.25$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.01$3.00$0.19$0.13$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$0.12$0.24$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.00$3.06$0.11$0.13$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$0.08$0.14$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits