Civic Intelligence

The Harkness Trust

990PF • Fiscal year 2020 • EIN 51-6498255

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 09, 2021

Organization Profile
One Walkers Mill RoadWilmington, DE 19807

(302) 655-1750

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

89th percentile

42%

Faster asset growth than 89% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

806%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$7,829,607

Up $2,296,913 (+42%) from 2019

Net Assets

$7,829,607

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin95th percentile

Revenue

Up

$2,905,347

Up $2,584,620 (+806%) from 2019

Expenses

Up

$464,081

Up $8,608 (+1.9%) from 2019

Net Income

Up

$2,441,266

Up $2,576,012 (+1912%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$15M$10M$5.0M$0Assets 2011: $3,189,648Liabilities 2011: $02011Assets 2012: $3,218,122Liabilities 2012: $02012Assets 2013: $3,505,559Liabilities 2013: $02013Assets 2014: $3,659,054Liabilities 2014: $02014Assets 2015: $4,060,055Liabilities 2015: $02015Assets 2019: $5,532,694Liabilities 2019: $02019Assets 2020: $7,829,607Liabilities 2020: $0Net Assets 2020: $7,829,6072020Assets 2021: $12,590,643Liabilities 2021: $0Net Assets 2021: $12,590,6432021Assets 2022: $12,029,122Liabilities 2022: $0Net Assets 2022: $12,029,1222022Assets 2023: $11,918,692Liabilities 2023: $0Net Assets 2023: $11,918,6922023Assets 2024: $12,142,255Liabilities 2024: $0Net Assets 2024: $12,142,2552024

Highlighted filing

2020

Assets$7,829,607
Liabilities$0
Net Assets$7,829,607
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $403,619Expenses 2011: $186,532Net Income 2011: $217,0872011Revenue 2012: $415,179Expenses 2012: $191,282Net Income 2012: $223,8972012Revenue 2013: $578,635Expenses 2013: $291,198Net Income 2013: $287,4372013Revenue 2014: $373,957Expenses 2014: $222,777Net Income 2014: $151,1802014Revenue 2015: $596,942Expenses 2015: $210,453Net Income 2015: $386,4892015Revenue 2019: $320,727Expenses 2019: $455,473Net Income 2019: -$134,7462019Revenue 2020: $2,905,347Expenses 2020: $464,081Net Income 2020: $2,441,2662020Revenue 2021: $5,609,144Expenses 2021: $849,014Net Income 2021: $4,760,1302021Revenue 2022: $241,002Expenses 2022: $797,215Net Income 2022: -$556,2132022Revenue 2023: $467,333Expenses 2023: $681,234Net Income 2023: -$213,9012023Revenue 2024: $838,602Expenses 2024: $633,710Net Income 2024: $204,8922024

Highlighted filing

2020

Revenue$2,905,347
Expenses$464,081
Net Income$2,441,266
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEODORE H ASHFORDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Harkness Trust
EIN
51-6498255
Phone
3026551750
Address
ONE WALKERS MILL ROAD, WILMINGTON, DE 19807

Signing Officer

Name
Theodore Ashford
Title
Trustee
Phone
3026551750
Signed
2021-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Albero Kupferman & Associates LLC
Address
1701 SHALLCROSS AVE STE D, WILMINGTON, DE 19806
Preparer
Victor S Pelillo CPA
Phone
3022307171
Raw XML Appendix315 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/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/AppliedToCurrentYearAmt018842
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0431158
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0464783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0450000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0445941
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0431158
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0117926
OtherDecreasesSchedule/OtherDecreasesDetail/Amt126427
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJ FOR K-1 ACTIVITY
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES & OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07209
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13649
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07209
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13649
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt010382
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt010382
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010382
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0100
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THEODORE ASHFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03026551750
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARKNESS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TH ASHFORD TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HARK
ReturnHeader/Filer/EIN0516498255
ReturnHeader/Filer/PhoneNum03026551750
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE WALKERS MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019807
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260645306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALBERO KUPFERMAN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 SHALLCROSS AVE STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019806
ReturnHeader/PreparerPersonGrp/PhoneNum03022307171
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTOR S PELILLO CPA
ReturnHeader/ReturnTs02021-09-09T08:33:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THEODORE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASHFORD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,829,607
Liabilities
$0
Net assets
$7,829,607
Revenue
$2,905,347
Expenses
$464,081
Net income
$2,441,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.84$0.63$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$0.47$0.68$0.21
2022Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.24$0.80$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.00$12.6$5.61$0.85$4.76
2020Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$2.91$0.46$2.44
2019Summary only. Only limited summary data is available for this year.$5.53$0.00$0.32$0.46$0.13
2015Summary only. Only limited summary data is available for this year.$4.06$0.00$0.60$0.21$0.39
2014Summary only. Only limited summary data is available for this year.$3.66$0.00$0.37$0.22$0.15
2013Summary only. Only limited summary data is available for this year.$3.51$0.00$0.58$0.29$0.29
2012Summary only. Only limited summary data is available for this year.$3.22$0.00$0.42$0.19$0.22
2011Summary only. Only limited summary data is available for this year.$3.19$0.00$0.40$0.19$0.22