Civic Intelligence

Harte Charitable Foundation

990PF • Fiscal year 2018 • EIN 45-0489907

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 15, 2019

Organization Profile
20742 Stone Oak Parkway Rm/Ste 107San Antonio, TX 78258

(210) 828-1505

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

1st percentile

-376%

Higher net margin than 1% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

97th percentile

76%

Faster asset growth than 97% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2015 to 2018

Revenue Growth

7th percentile

-36%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$39,321,894

Up $32,149,469 (+448%) from 2015

Net Assets

$39,321,894

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin1st percentile

Revenue

Down

$619,836

Down $1,789,718 (-74%) from 2015

Expenses

Up

$2,950,447

Up $481,058 (+19%) from 2015

Net Income

Down

-$2,330,611

Down $2,270,776 (-3795%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$40M$30M$20M$10M$0Assets 2011: $7,684,359Liabilities 2011: $02011Assets 2012: $7,877,821Liabilities 2012: $02012Assets 2013: $7,340,926Liabilities 2013: $02013Assets 2014: $7,440,695Liabilities 2014: $02014Assets 2015: $7,172,425Liabilities 2015: $02015Assets 2018: $39,321,894Liabilities 2018: $0Net Assets 2018: $39,321,8942018Assets 2019: $38,093,851Liabilities 2019: $0Net Assets 2019: $38,093,8512019Assets 2020: $37,568,682Liabilities 2020: $0Net Assets 2020: $37,568,6822020Assets 2021: $37,342,927Liabilities 2021: $27,099Net Assets 2021: $37,315,8282021Assets 2022: $36,897,196Liabilities 2022: $9,259Net Assets 2022: $36,887,9372022Assets 2023: $33,918,183Liabilities 2023: $9,900Net Assets 2023: $33,908,2832023Assets 2024: $33,515,330Liabilities 2024: $24,410Net Assets 2024: $33,490,9202024Assets 2025: $31,968,996Liabilities 2025: $0Net Assets 2025: $31,968,9962025

Highlighted filing

2018

Assets$39,321,894
Liabilities$0
Net Assets$39,321,894
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $440,171Expenses 2011: $377,295Net Income 2011: $62,8762011Revenue 2012: $566,681Expenses 2012: $373,219Net Income 2012: $193,4622012Revenue 2013: $264,318Expenses 2013: $801,213Net Income 2013: -$536,8952013Revenue 2014: $2,102,634Expenses 2014: $2,002,865Net Income 2014: $99,7692014Revenue 2015: $2,409,554Expenses 2015: $2,469,389Net Income 2015: -$59,8352015Revenue 2018: $619,836Expenses 2018: $2,950,447Net Income 2018: -$2,330,6112018Revenue 2019: $1,262,025Expenses 2019: $2,442,750Net Income 2019: -$1,180,7252019Revenue 2020: $2,511,876Expenses 2020: $2,555,358Net Income 2020: -$43,4822020Revenue 2021: $2,611,345Expenses 2021: $2,696,833Net Income 2021: -$85,4882021Revenue 2022: $1,288,579Expenses 2022: $1,763,525Net Income 2022: -$474,9462022Revenue 2023: -$163,195Expenses 2023: $3,095,742Net Income 2023: -$3,258,9372023Revenue 2024: $1,484,877Expenses 2024: $1,902,768Net Income 2024: -$417,8912024Revenue 2025: $2,840,577Expenses 2025: $4,423,800Net Income 2025: -$1,583,2232025

Highlighted filing

2018

Revenue$619,836
Expenses$2,950,447
Net Income-$2,330,611
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 15, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID L SINAKTrs,Sec,Director-$0--
ELIZABETH H OWENSDirector-$0--
CHRISTOPHER M HARTEDirector-$0--
JULIA HARTE WIDDOWSONPres,COB,Director-$0--
Filing and Contact Details

Filer

Filer Name
Harte Charitable Foundation
EIN
45-0489907
Phone
2108281505
Address
20742 STONE OAK PARKWAY RM/STE 107, SAN ANTONIO, TX 78258

Signing Officer

Name
David L Sinak
Title
Trs,sec,Director
Phone
2108281505
Signed
2019-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Collie & Company Cpas Pllc
Address
20742 STONE OAK PARKWAY SUITE 107, SAN ANTONIO, TX 78258-7478
Preparer
Wayne E Collie
Phone
2108281505
Raw XML AppendixShowing 400 of 433 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/GrantOrContributionPurposeTxt4SPEED CENTER ANALYSIS FLOOD PROJECTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL CHARITABLE PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NATIONAL FISH & WILDLIFE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OCEAN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WILLIAM MARSH RICE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5GULF OFFSHORE RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0TEXAS A&M UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1GULF OF MAINE RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2NATIONAL FISH & WILDLIFE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3OCEAN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt4WILLIAM MARSCH RICE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt5GULF OFFSHORE RESEARCH INSTITUTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31320 19TH ST NW 5TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46100 MAIN ST MS 70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51100 POYDRAS ST STE 1800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt06300 OCEAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1350 COMMERCIAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt21133 15TH ST NW STE 1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt31320 19TH ST NW 5TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt46100 MAIN ST MS 70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt51100 POYDRAS ST STE 1800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW ORLEANS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0339445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02212741
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01740587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0503733
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0503733
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0640510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041848
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0339445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02212741
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01740587
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02628638
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04838354
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0134738
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR INVESTMENT FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11401
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LITIGATION/CLASS ACTION SUITS
OtherIncomeSchedule2/OtherIncomeDetail/Desc14H INTERESTS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2BBDP LTD
OtherIncomeSchedule2/OtherIncomeDetail/Desc3BBDP LTD
OtherIncomeSchedule2/OtherIncomeDetail/Desc4CARRARA PARTNERSHIP
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OtherIncomeSchedule2/OtherIncomeDetail/Desc6MERIT ENERGY PARTNERS E-III
OtherIncomeSchedule2/OtherIncomeDetail/Desc7MERIT ENERGY PARTNERS F-III
OtherIncomeSchedule2/OtherIncomeDetail/Desc8MERIT ENERGY PARTNERS F-III
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01519
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-35293
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt31350
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4128
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-25684
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt666
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt7-8999
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt826
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt039523
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt165139
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2177371
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FROST BROKERAGE ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TORTOISE CREDIT STRATEGIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CAPITAL COUNSEL ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt039523
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt165139
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2177371
TaxesSchedule/TaxesDetail/Amt08617
TaxesSchedule/TaxesDetail/Amt116500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08617
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L SINAK

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,321,894
Liabilities
$0
Net assets
$39,321,894
Revenue
$619,836
Expenses
$2,950,447
Net income
-$2,330,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$2.84$4.42$1.58
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.5$0.02$33.5$1.48$1.90$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.9$0.01$33.9$0.16$3.10$3.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$0.01$36.9$1.29$1.76$0.47
2021Detailed filing. Detailed filing data is available for this year.$37.3$0.03$37.3$2.61$2.70$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.6$0.00$37.6$2.51$2.56$0.04
2019Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$1.26$2.44$1.18
2018Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$0.62$2.95$2.33
2015Summary only. Only limited summary data is available for this year.$7.17$0.00$2.41$2.47$0.06
2014Summary only. Only limited summary data is available for this year.$7.44$0.00$2.10$2.00$0.10
2013Summary only. Only limited summary data is available for this year.$7.34$0.00$0.26$0.80$0.54
2012Summary only. Only limited summary data is available for this year.$7.88$0.00$0.57$0.37$0.19
2011Summary only. Only limited summary data is available for this year.$7.68$0.00$0.44$0.38$0.06