Civic Intelligence

Hri Foundation

990 • Fiscal year 2021 • EIN 47-2684707

Jul 01, 2020 to Jun 30, 2021 • Filed on May 09, 2022

20742 Stone Oak Parkway Suite 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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-172%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-5.5%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

-9.8%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$498,051

Down $29,114 (-5.5%) from 2020

Net Assets

Down

$498,051

Down $29,114 (-5.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$16,881

Down $1,827 (-9.8%) from 2020

Expenses

Up

$45,995

Up $20,639 (+81%) from 2020

Net Income

Down

-$29,114

Down $22,466 (-338%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$498,051
Liabilities$0
Net Assets$498,051

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$16,881
Expenses$45,995
Net Income-$29,114
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 9, 2022
Return Version
2020v4.0
Gross Receipts
$16,881
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
Investments Other Securities$259,678$257,584▼ $2,094
Savings and Temporary Cash Investments$267,487$240,467▼ $27,020
Total Assets$527,165$498,051▼ $29,114
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$326,498$297,364▼ $29,134
Net Assets With Donor Restrictions$200,667$200,687▲ $20
Total Net Assets Fund Balance$527,165$498,051▼ $29,114
Total Liabilities and Net Assets / Fund Balance$527,165$498,051▼ $29,114

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$257,584--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$200,667-▲ $20-$200,687
2019$200,464-▲ $203-$200,667
2018$200,082-▲ $382-$200,464
2017$200,004-▲ $78-$200,082
2016-$200,000▲ $4-$200,004
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$10,126
Program Service Revenue
$0
Investment Income
$26
Other Revenue
$6,729
All Other Contributions
$10,126
Change in Net Assets
$-29,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,995
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 Management-$40,000-$40,000
Fees for Services Accounting-$5,995-$5,995
Total Functional Expenses$0$45,995$0$45,995
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
2022-05-09
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
Wayne E 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 Appendix317 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt010126
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COLLIE & COMPANY PLLC
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0COLLIE & COMPANY PLLC
IRS990/BooksInCareOfDetail/PhoneNum02108281505
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt020742 STONE OAK PARKWAY 107
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt020742 STONE OAK PARKWAY 107
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078258
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010126
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt026
IRS990/CYOtherExpensesAmt045995
IRS990/CYOtherRevenueAmt06729
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-29114
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt045995
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016881
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE FOUNDATION'S PROGRAM SERVICE ACCOMPLISHMENT IS TO MAKE GRANTS TO TEXAS A&M UNIVERSITY-CORPUS CHRISTI TO SUPPORT SCIENTIFIC AND EDUCATION OBJECTIVES OF THE UNIVERSITY'S HARTE RESEARCH INSTITUTE AND TO MAKE GRANTS TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS THAT FURTHER THE FOUNDATION'S EXEMPT PURPOSE BY PROVIDING FUNDS TO OTHER EXEMPT CHARITIES TO ENABLE THEM TO CARRY OUT THEIR EXEMPT PURPOSES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0200667
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0200687
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05995
IRS990/FeesForServicesAccountingGrp/TotalAmt05995
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt040000
IRS990/FeesForServicesManagementGrp/TotalAmt040000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM S HARTE
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID L SINAK
IRS990/Form990PartVIISectionAGrp/PersonNm2LUCIE HARTE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRES/SEC/DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/DI
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt016881
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt026
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0259678
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0257584
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0527165
IRS990/NetAssetsOrFundBalancesEOYAmt0498051
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0326498
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0297364
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherRevenueMiscGrp/BusinessCd0901101
IRS990/OtherRevenueMiscGrp/Desc0VIDA LONGEVITY FUND LP
IRS990/OtherRevenueMiscGrp/Desc1VIDA LONGEVITY FUND LP
IRS990/OtherRevenueMiscGrp/ExclusionAmt06612
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06612
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1117
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0117
IRS990/OtherRevenueTotalAmt06729
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM S HARTE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010089
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020806
IRS990/PYInvestmentIncomeAmt0257
IRS990/PYOtherExpensesAmt04550
IRS990/PYOtherRevenueAmt08362
IRS990/PYRevenuesLessExpensesAmt0-6648
IRS990/PYTotalExpensesAmt025356
IRS990/PYTotalRevenueAmt018708
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-29114
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0267487
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0240467
IRS990ScheduleA/FactsAndCircumstancesTestTxt0TREAS. REG. 170A-9(F)(3)(I) - THE PERCENTAGE OF TAXPAYER'S SUPPORT FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC HAS CONSISTANTLY BEEN OVER 10%. TREAS. REG. 170A-9(F)(3)(II) - THE TAXPAYER MAINTAINS CONTINUOUS PROGRAMS FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. IN ITS FIRST THREE YEARS IT OPERATED AN ANNUAL YEAR-END MAILING CAMPAIGN FOR CONTRIBUTIONS TO BE USED FOR THE BENEFIT OF (INCLUDING BY MAKING GRANTS TO) TEXAS A&M UNIVERSITY-CORPUS CHRISTI ("TAMUCC") AND IT HAD A STAFF PERSON OR VOLUNTEER SOLICITING FUNDS FROM INDIVIDUALS, CORPORATIONS AND OTHER NONPROFIT ORGANIZATIONS, ALSO TO BE USED FOR TAMUCC. THESE ACTIVITIES WERE COORDINATED CLOSELY WITH THE FUNDRAISING PERSONNEL AT TAMUCC, AS THE TAXPAYER WAS PROPOSED AS AN ALTERNATIVE 501(C)(3) ORGANIZATION TO WHOM DONORS COULD MAKE GRANTS TO BENEFIT TAMUCC AND PROVIDE ACCOUNTABILITY AND OVERSIGHT. IN THE LAST THREE YEARS, AS OUR STAFF PERSON RESIGNED, THE YEAR -END CAMPAIGNS CEASED, BUT OUR BOARD MEMBERS CONTINUE TO COORDINATE WITH TAMUCC AND SINCE FISCAL 2020 HAVE HAD REGULAR MEETINGS WITH THEM ABOUT BEING PART OF A CAPITAL CAMPAIGN RAISING FUNDS FROM THE GENERAL PUBLIC TO SUPPORT SPECIFIC PROGRAMS AT TAMUCC. TREAS. REG. 170A-9(F)(3)(III)(A)AND(B) - AT 19.68%, OUR PERCENTAGE OF PUBLIC SUPPORT IS WELL OVER 10%, AND MORE IMPORTANTLY, COMES FROM A VARIETY OF SOURCES RATHER THAN FROM ONE FAMILY. THE TAXPAYER HAS NEVER HAD ANY SEED MONEY OR INITIAL CONTRIBUTION FROM ANY PARTICULAR FAMILY. IT WAS ORGANIZED TO RAISE GENERAL PUBLIC FUNDS AND THROUGH IT'S SOLICITATION EFFORTS HAS ACCEPTED CONTRIBUTIOINS FROM WHATEVER SOURCE IT COULD FIND. WE HAVE NOT BEEN SUCCESSFUL IN RAISING A LARGE NUMBER OF SMALL GIFTS (WE HAVE HAD SOME, BUT NOT ENOUGH), BUT HAVE BEEN SUCCESSFUL OBTAINING GRANTS FROM OTHER NONPROFITS. SOME OF THOSE NONPROFITS ARE PRIVATE FOUNDATIONS, WHICH SUPPRESSES OUR PUBLIC SUPPORT PERCENTAGE, BUT NONE OF THEM ARE AFFILIATED WITH A SINGLE FAMILY OR ANY OF OUR BOARD MEMBERS. TREAS. REG 170A-9(T)(3)(III)(C) - OUR GOVERNING BODY CONSISTS OF A BOARD OF CIVIC MINDED INDIVIDUALS WITH AN INTEREST IN MARINE ENVIRONMENTAL ISSUES AND CONSERVATION WITH A PASSION FOR RAISING FUNDS PRIMARILY TO CHANNEL TO PROGRAMS AT TAMUCC THAT STUDY AND EDUCATE WITH RESPECT TO THESE ISSUES. NONE OF OUR BOARD MEMBERS HAVE MADE SUBSTANTIAL CONTRIBUTIONS TO US NOR ARE AFFILIATED WITH OUR LARGE DONORS AND HENCE WE DO NOT FUNCTION TO REPRESENT THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TREAS. REG. 170A-9(F)(3)(I) - THE PERCENTAGE OF TAXPAYER'S SUPPORT FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC HAS CONSISTANTLY BEEN OVER 10%. TREAS. REG. 170A-9(F)(3)(II) - THE TAXPAYER MAINTAINS CONTINUOUS PROGRAMS FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. IN ITS FIRST THREE YEARS IT OPERATED AN ANNUAL YEAR-END MAILING CAMPAIGN FOR CONTRIBUTIONS TO BE USED FOR THE BENEFIT OF (INCLUDING BY MAKING GRANTS TO) TEXAS A&M UNIVERSITY-CORPUS CHRISTI ("TAMUCC") AND IT HAD A STAFF PERSON OR VOLUNTEER SOLICITING FUNDS FROM INDIVIDUALS, CORPORATIONS AND OTHER NONPROFIT ORGANIZATIONS, ALSO TO BE USED FOR TAMUCC. THESE ACTIVITIES WERE COORDINATED CLOSELY WITH THE FUNDRAISING PERSONNEL AT TAMUCC, AS THE TAXPAYER WAS PROPOSED AS AN ALTERNATIVE 501(C)(3) ORGANIZATION TO WHOM DONORS COULD MAKE GRANTS TO BENEFIT TAMUCC AND PROVIDE ACCOUNTABILITY AND OVERSIGHT. IN THE LAST THREE YEARS, AS OUR STAFF PERSON RESIGNED, THE YEAR -END CAMPAIGNS CEASED, BUT OUR BOARD MEMBERS CONTINUE TO COORDINATE WITH TAMUCC AND SINCE FISCAL 2020 HAVE HAD REGULAR MEETINGS WITH THEM ABOUT BEING PART OF A CAPITAL CAMPAIGN RAISING FUNDS FROM THE GENERAL PUBLIC TO SUPPORT SPECIFIC PROGRAMS AT TAMUCC. TREAS. REG. 170A-9(F)(3)(III)(A)AND(B) - AT 19.68%, OUR PERCENTAGE OF PUBLIC SUPPORT IS WELL OVER 10%, AND MORE IMPORTANTLY, COMES FROM A VARIETY OF SOURCES RATHER THAN FROM ONE FAMILY. THE TAXPAYER HAS NEVER HAD ANY SEED MONEY OR INITIAL CONTRIBUTION FROM ANY PARTICULAR FAMILY. IT WAS ORGANIZED TO RAISE GENERAL PUBLIC FUNDS AND THROUGH IT'S SOLICITATION EFFORTS HAS ACCEPTED CONTRIBUTIOINS FROM WHATEVER SOURCE IT COULD FIND. WE HAVE NOT BEEN SUCCESSFUL IN RAISING A LARGE NUMBER OF SMALL GIFTS (WE HAVE HAD SOME, BUT NOT ENOUGH), BUT HAVE BEEN SUCCESSFUL OBTAINING GRANTS FROM OTHER NONPROFITS. SOME OF THOSE NONPROFITS ARE PRIVATE FOUNDATIONS, WHICH SUPPRESSES OUR PUBLIC SUPPORT PERCENTAGE, BUT NONE OF THEM ARE AFFILIATED WITH A SINGLE FAMILY OR ANY OF OUR BOARD MEMBERS. TREAS. REG 170A-9(T)(3)(III)(C) - OUR GOVERNING BODY CONSISTS OF A BOARD OF CIVIC MINDED INDIVIDUALS WITH AN INTEREST IN MARINE ENVIRONMENTAL ISSUES AND CONSERVATION WITH A PASSION FOR RAISING FUNDS PRIMARILY TO CHANNEL TO PROGRAMS AT TAMUCC THAT STUDY AND EDUCATE WITH RESPECT TO THESE ISSUES. NONE OF OUR BOARD MEMBERS HAVE MADE SUBSTANTIAL CONTRIBUTIONS TO US NOR ARE AFFILIATED WITH OUR LARGE DONORS AND HENCE WE DO NOT FUNCTION TO REPRESENT THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 17A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010126
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0275057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0190916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0322740
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0808928
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06735
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015694
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0214
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031088
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.19680
IRS990ScheduleA/PublicSupportPY170Pct00.17740
IRS990ScheduleA/PublicSupportTotal170Amt0165292
IRS990ScheduleA/SubstantialContributorsTotAmt0643636
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010126
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010089
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0275057
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0190916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0322740
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0808928
IRS990ScheduleA/TotalSupportAmt0840016
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0200667
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0200687
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt020
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0200464
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0200667
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0203
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0200082
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0200464
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0382
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0200004
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0200082
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt078
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0200000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0200004
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0257584
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VIDA LONGEVITY FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueSecuritiesAmt0257584
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0527165
IRS990/TotalAssetsEOYAmt0498051
IRS990/TotalAssetsGrp/BOYAmt0527165
IRS990/TotalAssetsGrp/EOYAmt0498051
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010126
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045995
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt045995
IRS990/TotalGrossUBIAmt0117
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0527165
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0498051
IRS990/TotalRevenueGrp/ExclusionAmt06638
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016881
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0117
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0527165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0498051
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020742 STONE OAK PARKWAY SUITE 107
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078258
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L SINAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HRI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HRIF
ReturnHeader/Filer/EIN0472684707
ReturnHeader/Filer/PhoneNum02108281505
ReturnHeader/Filer/USAddress/AddressLine1Txt020742 STONE OAK PARKWAY SUITE 107
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078258
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814756062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLLIE & COMPANY CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020742 STONE OAK PARKWAY SUITE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782587478
ReturnHeader/PreparerPersonGrp/PhoneNum02108281505
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE E COLLIE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-09T12:07:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SINAK
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings