Civic Intelligence

Hri Foundation

EIN 47-2684707 • 501(c)3 • San Antonio, TX

Pub. 78 Eligible

Profile

The corporation is organized and shall be operated exclusively for charitable purposes (which shall be deemed to include religious, charitable, scientific, literary or educational purposes, or the prevention of cruelty to children or animals, within the meaning of thoses terms used in section 501(c)(3) of the internal revenue code of 1986, as amended, or the corresponding provisions of any subsequesnt federal tax law and under the laws of the state of texas, including but not limited to providing support and grants to harte research institute foundation at texas a&m university - corpus christi for any such charitable purpose; and, subject to such limitations and conditions as are or may be prescribed by law, to exercise such other powers which now or hereafter may be conferred by law upon a corporation organized for the purposes hereinabove set forth, or necessary or incindental to the powers so conferred, or conductive to the attainment of the above-stated purposes of the corporation.

20742 Stone Oak Parkway Suite 107San Antonio, TX 78258

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

181%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$551,304

Up $8,338 (+1.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$551,304

Up $8,338 (+1.5%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin81st percentile

Revenue

Down

$20,918

Down $58,060 (-74%) from 2024

Expenses

Down

$12,580

Down $73,733 (-85%) from 2024

Net Income

Up

$8,338

Up $15,673 (+214%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2015: $0Liabilities 2015: $02015Assets 2016: $100,255Liabilities 2016: $02016Assets 2017: $315,384Liabilities 2017: $2,735Net Assets 2017: $312,6492017Assets 2018: $365,676Liabilities 2018: $3,920Net Assets 2018: $361,7562018Assets 2019: $533,813Liabilities 2019: $0Net Assets 2019: $533,8132019Assets 2020: $527,165Liabilities 2020: $0Net Assets 2020: $527,1652020Assets 2021: $498,051Liabilities 2021: $0Net Assets 2021: $498,0512021Assets 2022: $488,950Liabilities 2022: $0Net Assets 2022: $488,9502022Assets 2023: $550,301Liabilities 2023: $0Net Assets 2023: $550,3012023Assets 2024: $542,966Liabilities 2024: $0Net Assets 2024: $542,9662024Assets 2025: $551,304Liabilities 2025: $0Net Assets 2025: $551,3042025

Highlighted filing

2025

Assets$551,304
Liabilities$0
Net Assets$551,304
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $100,305Expenses 2016: $50Net Income 2016: $100,2552016Revenue 2017: $322,769Expenses 2017: $110,375Net Income 2017: $212,3942017Revenue 2018: $616,207Expenses 2018: $567,100Net Income 2018: $49,1072018Revenue 2019: $291,134Expenses 2019: $119,077Net Income 2019: $172,0572019Revenue 2020: $18,708Expenses 2020: $25,356Net Income 2020: -$6,6482020Revenue 2021: $16,881Expenses 2021: $45,995Net Income 2021: -$29,1142021Revenue 2022: $70,299Expenses 2022: $79,400Net Income 2022: -$9,1012022Revenue 2023: $197,471Expenses 2023: $136,120Net Income 2023: $61,3512023Revenue 2024: $78,978Expenses 2024: $86,313Net Income 2024: -$7,3352024Revenue 2025: $20,918Expenses 2025: $12,580Net Income 2025: $8,3382025

Highlighted filing

2025

Revenue$20,918
Expenses$12,580
Net Income$8,338
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$551,304
Liabilities
$0
Net assets
$551,304
Revenue
$20,918
Expenses
$12,580
Net income
$8,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.21$0.13$0.08
2024Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.79$0.86$0.07
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$1.97$1.36$0.61
2022Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.70$0.79$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.17$0.46$0.29
2020Summary only. Only limited summary data is available for this year.$5.27$0.00$5.27$0.19$0.25$0.07
2019Summary only. Only limited summary data is available for this year.$5.34$0.00$5.34$2.91$1.19$1.72
2018Summary only. Only limited summary data is available for this year.$3.66$0.04$3.62$6.16$5.67$0.49
2017Summary only. Only limited summary data is available for this year.$3.15$0.03$3.13$3.23$1.10$2.12
2016Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.00$1.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 4, 2026
Return Version
2024v5.0
Gross Receipts
$20,918
Mission and Program Overview

Mission

The corporation is organized and shall be operated exclusively for charitable purposes (which shall be deemed to include religious, charitable, scientific, literary or educational purposes, or the prevention of cruelty to children or animals, within the meaning of thoses terms used in section 501(c)(3) of the internal revenue code of 1986, as amended, or the corresponding provisions of any subsequesnt federal tax law and under the laws of the state of texas, including but not limited to providing support and grants to harte research institute foundation at texas a&m university - corpus christi for any such charitable purpose; and, subject to such limitations and conditions as are or may be prescribed by law, to exercise such other powers which now or hereafter may be conferred by law upon a corporation organized for the purposes hereinabove set forth, or necessary or incindental to the powers so conferred, or conductive to the attainment of the above-stated purposes of the corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$286,477$292,554▲ $6,077
Investments Other Securities$256,488$258,751▲ $2,263
Cash and Non-Interest-Bearing Accounts$1$-1▼ $2
Total Assets$542,966$551,304▲ $8,338
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$327,182$335,331▲ $8,149
Net Assets With Donor Restrictions$215,784$215,973▲ $189
Total Net Assets Fund Balance$542,966$551,304▲ $8,338
Total Liabilities and Net Assets / Fund Balance$542,966$551,304▲ $8,338

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$258,751--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$215,784-▲ $9,574-$215,973
2023$205,282-▲ $10,502-$215,784
2022$200,699-▲ $4,583-$205,282
2021$200,687-▲ $12-$206,699
2020$200,667-▲ $20-$200,687
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Lucie HarteDirector
William S HartePres/sec/Director
David L SinakTreasurer/di
Revenue and Support

Revenue Composition

Contributions and Grants
$4,000
Program Service Revenue
$0
Investment Income
$12,770
Other Revenue
$4,148
All Other Contributions
$4,000
Change in Net Assets
$8,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,580
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$12,580-$12,580
Total Functional Expenses$0$12,580$0$12,580
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“William s. Harte lucie harte president director father/daughter”

Form 990, Page 6, Part VI, Line 11B

“The entire form 990 or 990ez is reviewed by the treasurer and approved for filing by the treasurer.”

Form 990, Page 6, Part VI, Line 12C

“Each officer and director is required to annually declare any conflicts, and each grant approval discussion by the board includes a discussion of any conflicts and compliance with the conflicts policy.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Hri Foundation
EIN
47-2684707
Phone
2108281505
Address
20742 STONE OAK PARKWAY SUITE 107, SAN ANTONIO, TX 78258

Signing Officer

Name
David L Sinak
Title
Treasurer/director
Signed
2026-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William S Harte
Formed
2014
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Collie & Company Cpas Pllc
Address
20742 STONE OAK PARKWAY SUITE 107, SAN ANTONIO, TX 78258-7478
Preparer
Brad T Collie
Phone
2108281505
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The corporation is organized and shall be operated exclusively for charitable purposes (which shall be deemed to include religious, charitable, scientific, literary or educational purposes, or the prevention of cruelty to children or animals, within the meaning of thoses terms used in section 501(c)(3) of the internal revenue code of 1986, as amended, or the corresponding provisions of any subsequesnt federal tax law and under the laws of the state of texas, including but not limited to providing support and grants to harte research institute foundation at texas a&m university - corpus christi for any such charitable purpose; and, subject to such limitations and conditions as are or may be prescribed by law, to exercise such other powers which now or hereafter may be conferred by law upon a corporation organized for the purposes hereinabove set forth, or necessary or incindental to the powers so conferred, or conductive to the attainment of the above-stated purposes of the corporation.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment is intended to be used to make grants to texas a&m university - corpus christi for the limited purpose of funding the salary and benefits of the executive director of the university's harte research institute, whoever that executive director may be from time to time.”

Raw XML Appendix310 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT IS INTENDED TO BE USED TO MAKE GRANTS TO TEXAS A&M UNIVERSITY - CORPUS CHRISTI FOR THE LIMITED PURPOSE OF FUNDING THE SALARY AND BENEFITS OF THE EXECUTIVE DIRECTOR OF THE UNIVERSITY'S HARTE RESEARCH INSTITUTE, WHOEVER THAT EXECUTIVE DIRECTOR MAY BE FROM TIME TO TIME.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES (WHICH SHALL BE DEEMED TO INCLUDE RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, OR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS, WITHIN THE MEANING OF THOSES TERMS USED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY SUBSEQUESNT FEDERAL TAX LAW AND UNDER THE LAWS OF THE STATE OF TEXAS, INCLUDING BUT NOT LIMITED TO PROVIDING SUPPORT AND GRANTS TO HARTE RESEARCH INSTITUTE FOUNDATION AT TEXAS A&M UNIVERSITY - CORPUS CHRISTI FOR ANY SUCH CHARITABLE PURPOSE; AND, SUBJECT TO SUCH LIMITATIONS AND CONDITIONS AS ARE OR MAY BE PRESCRIBED BY LAW, TO EXERCISE SUCH OTHER POWERS WHICH NOW OR HEREAFTER MAY BE CONFERRED BY LAW UPON A CORPORATION ORGANIZED FOR THE PURPOSES HEREINABOVE SET FORTH, OR NECESSARY OR INCINDENTAL TO THE POWERS SO CONFERRED, OR CONDUCTIVE TO THE ATTAINMENT OF THE ABOVE-STATED PURPOSES OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WILLIAM S. HARTE LUCIE HARTE PRESIDENT DIRECTOR FATHER/DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ENTIRE FORM 990 OR 990EZ IS REVIEWED BY THE TREASURER AND APPROVED FOR FILING BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH OFFICER AND DIRECTOR IS REQUIRED TO ANNUALLY DECLARE ANY CONFLICTS, AND EACH GRANT APPROVAL DISCUSSION BY THE BOARD INCLUDES A DISCUSSION OF ANY CONFLICTS AND COMPLIANCE WITH THE CONFLICTS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD T COLLIE
ReturnHeader/ReturnTs02026-03-05T14:41:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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