Civic Intelligence

Harte Charitable Foundation

990PF • Fiscal year 2023 • EIN 45-0489907

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 25, 2024

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

1997%

Higher net margin than 100% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

8th percentile

-8.1%

Faster asset growth than 8% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$33,918,183

Down $2,979,013 (-8.1%) from 2022

Net Assets

Down

$33,908,283

Down $2,979,654 (-8.1%) from 2022

Liabilities

Up

$9,900

Up $641 (+6.9%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$163,195

Down $1,451,774 (-113%) from 2022

Expenses

Up

$3,095,742

Up $1,332,217 (+76%) from 2022

Net Income

Down

-$3,258,937

Down $2,783,991 (-586%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2023

Assets$33,918,183
Liabilities$9,900
Net Assets$33,908,283
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$163,195
Expenses$3,095,742
Net Income-$3,258,937
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 25, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID L SINAKTrs,Sec,Director-$0--
ELIZABETH H OWENSDirector-$0--
JULIA HARTE WIDDOWSONPres,COB,Director-$0--
CHRISTOPHER M HARTEDirector-$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
2024-04-25
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 426 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/GrantOrContributionPurposeTxt4DR. TUNNELL GULF OF MEXICO FELLOWSHI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt5TEXAS WATER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt6TEXAS WATER TRADE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt7US ENDOWMENT FOR FORESTRY & COMMUNI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6611 S CONGRESS AVE NO 125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7908 E NORTH ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1350 COMMERCIAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt26300 OCEAN DRIVE 5741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt36300 OCEAN DRIVE 5741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt46300 OCEAN DRIVE 5741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt5PO BOX 13252
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt6611 S CONGRESS AVE NO 125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt7908 E NORHT ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7GREENVILLE
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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
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0277259
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02271943
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0177067
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0177067
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02726269
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0177067
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0177067
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0277259
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0UHL FITZSIMONS
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01426
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01426
OtherDecreasesSchedule/OtherDecreasesDetail/Amt021068
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE SECURITIES SOLD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0118
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LITIGATION/CLASS ACTION SUITS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OIL & GAS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc2CARRARA PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3IDK PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc4IDK PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc5MERIT ENERGY PARTNERS F-III
OtherIncomeSchedule2/OtherIncomeDetail/Desc6MERIT ENERGY PARTNERS F-III
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0540
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt123533
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0540
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt123533
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-7
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-405
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-57
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt51340
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt644
OtherIncreasesSchedule/OtherIncreasesDetail/Amt051
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1300300
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE PARTERSHIP DISSOLUTION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BOOK/TAX DIFFERENCE SECURITIES SOLD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026346
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt128436
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2311189
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FROST BROKERAGE ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1DUCENTA SQUARED ASSET MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CAPITAL COUNSEL ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026346
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt128436
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2311189
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/Amt12000
TaxesSchedule/TaxesDetail/Amt220
TaxesSchedule/TaxesDetail/CategoryTxt0AD VALOREM TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt120
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L SINAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRS,SEC,DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02108281505
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-25

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,918,183
Liabilities
$9,900
Net assets
$33,908,283
Revenue
-$163,195
Expenses
$3,095,742
Net income
-$3,258,937
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
2023Detailed filing. Detailed filing data is available for this year.$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
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