Civic Intelligence

June Harwood Charitable Trust

990PF • Fiscal year 2016 • EIN 47-6874927

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 28, 2017

Organization Profile
531 S Marengo AvenuePasadena, CA 91101-3114

(626) 765-9343

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

4th percentile

-201%

Higher net margin than 4% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$27,435

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 91.6% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

31st percentile

-2.7%

Faster asset growth than 31% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,139,147

Down $60,334 (-2.7%) from 2015

Net Assets

Down

$2,139,147

Down $60,334 (-2.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin4th percentile

Revenue

Down

$29,966

Down $2,249,259 (-99%) from 2015

Expenses

Up

$90,300

Up $10,556 (+13%) from 2015

Net Income

Down

-$60,334

Down $2,259,815 (-103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,199,481Liabilities 2015: $0Net Assets 2015: $2,199,4812015Assets 2016: $2,139,147Liabilities 2016: $0Net Assets 2016: $2,139,1472016Assets 2017: $2,141,562Liabilities 2017: $0Net Assets 2017: $2,141,5622017Assets 2018: $2,126,540Liabilities 2018: $55Net Assets 2018: $2,126,4852018Assets 2019: $2,074,369Liabilities 2019: $37Net Assets 2019: $2,074,3322019Assets 2020: $2,031,525Liabilities 2020: $37Net Assets 2020: $2,031,4882020Assets 2021: $1,950,904Liabilities 2021: $0Net Assets 2021: $1,950,9042021Assets 2022: $1,894,298Liabilities 2022: $0Net Assets 2022: $1,894,2982022Assets 2023: $1,570,551Liabilities 2023: $0Net Assets 2023: $1,570,5512023Assets 2024: $1,369,635Liabilities 2024: $0Net Assets 2024: $1,369,6352024

Highlighted filing

2016

Assets$2,139,147
Liabilities$0
Net Assets$2,139,147
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,279,225Expenses 2015: $79,744Net Income 2015: $2,199,4812015Revenue 2016: $29,966Expenses 2016: $90,300Net Income 2016: -$60,3342016Revenue 2017: $38,911Expenses 2017: $36,496Net Income 2017: $2,4152017Revenue 2018: $34,655Expenses 2018: $49,732Net Income 2018: -$15,0772018Revenue 2019: $46,808Expenses 2019: $98,961Net Income 2019: -$52,1532019Revenue 2020: $21,923Expenses 2020: $64,767Net Income 2020: -$42,8442020Revenue 2021: $54,972Expenses 2021: $135,556Net Income 2021: -$80,5842021Revenue 2022: $53,888Expenses 2022: $110,494Net Income 2022: -$56,6062022Revenue 2023: $106,871Expenses 2023: $235,618Net Income 2023: -$128,7472023Revenue 2024: $64,873Expenses 2024: $265,789Net Income 2024: -$200,9162024

Highlighted filing

2016

Revenue$29,966
Expenses$90,300
Net Income-$60,334
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 28, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL WHALENTrustee-$27,435-$27,435
DENNIS J REEDTrustee-$21,780-$21,780
Filing and Contact Details

Filer

Filer Name
June Harwood Charitable Trust
EIN
47-6874927
Phone
6267659343
Address
531 S MARENGO AVENUE, PASADENA, CA 91101-3114

Signing Officer

Name
Michael Whalen
Title
Trustee
Phone
6267659343
Signed
2017-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Caldwellbeckerdervinpetrick & Collp
Address
5707 CORSA AVE 2ND FLOOR, WESTLAKE VILLAGE, CA 91362
Preparer
Laurence R Becker
Phone
8187041040
Raw XML Appendix361 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION PLANS TO DISPLAY, PUBLISH, AND REPRODUCE FOR THE BENEFIT OF THE PUBLIC, FOR EDUCATIONAL PURPOSES, THE ARTWORK OF JUNE HARWOOD.
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MICHAEL WHALEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06267659343
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0531 S MARENGO AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PASADENA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt058240
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021444
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026660
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05216
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021444
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063456
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05216
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026660
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021444
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01029970
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ART WORK FOR CHARITABLE PURPOSES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01130699
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01130699
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ART SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ART CONSERVATION COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ART STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5HOME INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0152
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1305
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt269
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt47775
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt69508
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1144
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5-688
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0152
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1449
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt269
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt47775
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5-688
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt69508
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05751
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05751
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JUNE HARWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0531 S MARENGO AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PASADENA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0911013114
TaxesSchedule/TaxesDetail/Amt011415
TaxesSchedule/TaxesDetail/Amt11025
TaxesSchedule/TaxesDetail/Amt2379
TaxesSchedule/TaxesDetail/CategoryTxt0HOME PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX AND FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011415
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2379
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WHALEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06267659343
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUNE HARWOOD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JUNE
ReturnHeader/Filer/EIN0476874927
ReturnHeader/Filer/PhoneNum06267659343
ReturnHeader/Filer/USAddress/AddressLine1Txt0531 S MARENGO AVENUE
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0911013114
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06597C52C431C8D2D890B6B080E620D6310F16B73
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB82F36D389D28D7DAE903912503093AE1CE3096
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.197.75.242
ReturnHeader/FilingSecurityInformation/IPDt02017-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:35:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954160744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALDWELLBECKERDERVINPETRICK & COLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05707 CORSA AVE 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091362
ReturnHeader/PreparerPersonGrp/PhoneNum08187041040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURENCE R BECKER
ReturnHeader/ReturnTs02017-10-05T09:55:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,139,147
Liabilities
$0
Net assets
$2,139,147
Revenue
$29,966
Expenses
$90,300
Net income
-$60,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.27$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.11$0.24$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.05$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.05$0.14$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.02$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.05$0.10$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.03$0.05$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.03$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$2.28$0.08$2.20