Civic Intelligence

June Harwood Charitable Trust

990PF • Fiscal year 2017 • EIN 47-6874927

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

57th percentile

6.2%

Higher net margin than 57% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$7,500

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

40th percentile

0.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

30%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,141,562

Up $2,415 (+0.1%) from 2016

Net Assets

Up

$2,141,562

Up $2,415 (+0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin57th percentile

Revenue

Up

$38,911

Up $8,945 (+30%) from 2016

Expenses

Down

$36,496

Down $53,804 (-60%) from 2016

Net Income

Up

$2,415

Up $62,749 (+104%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2017

Assets$2,141,562
Liabilities$0
Net Assets$2,141,562
Open 2017 Filing

Operations Trend

Revenue Growth77th 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

2017

Revenue$38,911
Expenses$36,496
Net Income$2,415
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS J REEDTrusteePT$7,500-$7,500
MICHAEL WHALENTrustee-$0--
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
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Ats Accounting Group Inc
Address
6355 TOPANGA CANYON BLVD SUITE 225, WOODLAND HILLS, CA 91367
Preparer
Michael E Trunnell
Phone
8187041040
Raw XML Appendix373 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/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06267659343
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION PLANS TO DISPLAY, PUBLISH, AND REPRODUCE FOR THE BENEFIT OF THE PUBLIC, FOR EDUCATIONAL PURPOSES, THE ARTWORK OF JUNE HARWOOD.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0THE ORGANIZATION DOES NOT HAVE ANY PROGRAM-RELATED INVESTMENTS.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
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/AppliedToCurrentYearAmt029260
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025993
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021444
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025993
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0667
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0667
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026660
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01130699
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ART WORK FOR CHARITABLE PURPOSES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01159199
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01159199
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ART STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ART TRANSPORTATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PHOTOGRAPHY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt049
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt157
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt210681
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt35595
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt54443
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4127
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt049
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt157
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210681
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35595
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54443
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05518
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05518
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/Amt035
TaxesSchedule/TaxesDetail/Amt1779
TaxesSchedule/TaxesDetail/Amt262
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX AND FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1779
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WHALEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06267659343
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
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/AtSubmissionCreationDeviceId07FFDCC2E36ABB94AFD133055BB9C7195E753BBCA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041566768F2F2D4D2DA97D87A2E89B52EC595C28A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.81.5.46
ReturnHeader/FilingSecurityInformation/IPDt02018-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:47:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822021615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATS ACCOUNTING GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06355 TOPANGA CANYON BLVD SUITE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08187041040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E TRUNNELL
ReturnHeader/ReturnTs02018-05-14T13:21:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,141,562
Liabilities
$0
Net assets
$2,141,562
Revenue
$38,911
Expenses
$36,496
Net income
$2,415
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