Civic Intelligence

Harte Charitable Foundation

990PF • Fiscal year 2020 • EIN 45-0489907

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

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

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

31st percentile

-1.7%

Higher net margin than 31% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

22nd percentile

-1.4%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

99%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$37,568,682

Down $525,169 (-1.4%) from 2019

Net Assets

Down

$37,568,682

Down $525,169 (-1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin31st percentile

Revenue

Up

$2,511,876

Up $1,249,851 (+99%) from 2019

Expenses

Up

$2,555,358

Up $112,608 (+4.6%) from 2019

Net Income

Up

-$43,482

Up $1,137,243 (+96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2020

Assets$37,568,682
Liabilities$0
Net Assets$37,568,682
Open 2020 Filing

Operations Trend

Revenue Growth93rd 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

2020

Revenue$2,511,876
Expenses$2,555,358
Net Income-$43,482
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay19th 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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGULF OF MAINE RESEARCH INSTITUTEGENERAL CHARITABLE PURPOSES501(C)(3)PORTLAND, ME, US$1,257,600
Paid GrantTEXAS WATER TRADEGENERAL CHARITABLE PURPOSES501(C)(3)AUSTIN, TX, US$300,000
Paid GrantTEXAS A&M UNIVERSITYCHARITABLE EDUCATION PURPOSE501(C)(3)CORPUS CHRISTI, TX, US$269,368
Paid GrantOCEAN FOUNDATIONRECREATION FISHING MGMT POLICY501(C)(3)WASHINGTON DC, DC, US$250,000
Paid GrantAMERICAN FARMLAND TRUSTGENERAL CHARITABLE PURPOSES501(C)(3)WASHINGTON, DC, US$125,000
Paid GrantHARTE RESEARCH INSTITUTE FOUNDATIONGENERAL CHARITABLE PURPOSES501(C)(3)SAN ANTONIO, TX, US$4,195
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
2020-11-05
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 437 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/GrantOrContributionPurposeTxt2RECREATION FISHING MGMT POLICY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL CHARITABLE PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GULF OF MAINE RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2OCEAN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3AMERICAN FARMLAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TEXAS WATER TRADE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HARTE RESEARCH INSTITUTE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0TEXAS A&M UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1GULF OF MAINE RESEARCH INSTITUTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3AMERICAN FARMLAND TRUST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1350 COMMERCIAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21320 19TH ST NW 5TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31150 CONNECTICUT NW 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4801 BARTON SPRINGS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt520742 STONE OAK PKWY 107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt06300 OCEAN DRIVE 5741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1350 COMMERCIAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt21320 19TH ST NW 5TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt31150 CONNECTICUT NW 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4801 BARTON SPRINGS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt520742 STONE OAK PKWY 107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN ANTONIO
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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/AppliedToCurrentYearAmt02039247
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02039247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0134661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0640510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0339445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02212741
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02212741
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01328624
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0172160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0134661
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0640510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041848
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0339445
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02211407
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0172160
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03541365
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03369205
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0481687
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE SECURITIES SOLD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0156
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LITIGATION/CLASS ACTION SUITS
OtherIncomeSchedule2/OtherIncomeDetail/Desc14H INTERESTS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2BBDP LTD
OtherIncomeSchedule2/OtherIncomeDetail/Desc3BBDP LTD
OtherIncomeSchedule2/OtherIncomeDetail/Desc4CARRARA PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc5IDK PARTNERS LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc6MERIT ENERGY PARTNERS E-III
OtherIncomeSchedule2/OtherIncomeDetail/Desc7MERIT ENERGY PARTNERS E-III
OtherIncomeSchedule2/OtherIncomeDetail/Desc8MERIT ENERGY PARTNERS F-III
OtherIncomeSchedule2/OtherIncomeDetail/Desc9MERIT ENERGY PARTNERS F-III
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04301
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04301
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt15466
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-4897
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-6004
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt477
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt51
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6-5204
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt7211
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt8-2466
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt973
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036664
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt140833
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2232342
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FROST BROKERAGE ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TORTOISE CREDIT STRATEGIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CAPITAL COUNSEL ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt036664
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt140833
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2232342
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/Amt129000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX PAYMENTS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,568,682
Liabilities
$0
Net assets
$37,568,682
Revenue
$2,511,876
Expenses
$2,555,358
Net income
-$43,482
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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