Civic Intelligence

June Harwood Charitable Trust

990PF • Fiscal year 2019 • EIN 47-6874927

Jan 01, 2019 to Dec 31, 2019 • Filed on May 05, 2020

Organization Profile
531 S Marengo AvenuePasadena, CA 91101

(626) 765-9343

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-111%

Higher net margin than 5% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$42,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 89.7% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

28th percentile

-2.5%

Faster asset growth than 28% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

35%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,074,369

Down $52,171 (-2.5%) from 2018

Net Assets

Down

$2,074,332

Down $52,153 (-2.5%) from 2018

Liabilities

Down

$37

Down $18 (-33%) from 2018

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin5th percentile

Revenue

Up

$46,808

Up $12,153 (+35%) from 2018

Expenses

Up

$98,961

Up $49,229 (+99%) from 2018

Net Income

Down

-$52,153

Down $37,076 (-246%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2019

Assets$2,074,369
Liabilities$37
Net Assets$2,074,332
Open 2019 Filing

Operations Trend

Revenue Growth83rd 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

2019

Revenue$46,808
Expenses$98,961
Net Income-$52,153
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL WHALENTrustee-$42,000-$42,000
DENNIS J REEDTrustee-$12,113-$12,113
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ART DEPARTMENT GRANTPCVALLEY GLEN, CA, US$20,000
Filing and Contact Details

Filer

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

Signing Officer

Name
Michael Whalen
Title
Trustee
Signed
2020-05-05
Discuss with paid preparer
Yes

Preparer

Firm
ATS Accounting Group Inc
Address
6355 Topanga Canyon Blvd Ste 225, Woodland Hills, CA 91367-2118
Preparer
Michael Trunnell CPA
Phone
8187041040
Raw XML Appendix311 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt055389
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018143
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059945
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt073532
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04556
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018143
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01159199
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ART WORK FOR CHARITABLE PURPOSES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01159199
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01159199
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ART STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BOOKS AND PRINTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4EXHIBITION EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PHOTOGRAPHY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17624
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt218
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31017
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt43200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt51200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6564
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt043
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17624
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt218
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31017
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt543
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7564
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt054
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ADVANCE FROM MICHAEL WHALEN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt035
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt12
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05936
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05936
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1666
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0ATTORNEY GENERAL FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0666
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WHALEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-05
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/ZIPCd091101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822021615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATS Accounting Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06355 Topanga Canyon Blvd Ste 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913672118
ReturnHeader/PreparerPersonGrp/PhoneNum08187041040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Trunnell CPA
ReturnHeader/ReturnTs02020-05-05T18:07:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,074,369
Liabilities
$37
Net assets
$2,074,332
Revenue
$46,808
Expenses
$98,961
Net income
-$52,153
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