Civic Intelligence

The Harkey Foundation Inc

990PF • Fiscal year 2012 • EIN 56-1643562

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

1043 E Morehead Street Suite 30028204-2800
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

21st percentile

-5.8%

Faster asset growth than 21% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$902,598

Down $55,794 (-5.8%) from 2011

Net Assets

$902,598

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$76,445

Up $5,323 (+7.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $958,392Liabilities 2011: $02011Assets 2012: $902,598Liabilities 2012: $0Net Assets 2012: $902,5982012Assets 2013: $948,257Liabilities 2013: $1Net Assets 2013: $948,2572013Assets 2014: $979,007Liabilities 2014: $1Net Assets 2014: $979,0072014Assets 2015: $989,598Liabilities 2015: $1Net Assets 2015: $989,5982015Assets 2016: $321,119Liabilities 2016: $0Net Assets 2016: $321,1192016Assets 2017: $390,179Liabilities 2017: $0Net Assets 2017: $390,1792017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2012

Assets$902,598
Liabilities$0
Net Assets$902,598

Operations Trend

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

$500K$0-$500K-$1.0MRevenue 2011: $46,572Expenses 2011: $71,122Net Income 2011: -$24,5502011Expenses 2012: $76,4452012Revenue 2013: $98,733Expenses 2013: $84,517Net Income 2013: $14,2162013Revenue 2014: $17,139Expenses 2014: $20,111Net Income 2014: -$2,9722014Revenue 2015: $20,146Expenses 2015: $45,849Net Income 2015: -$25,7032015Revenue 2016: -$16,173Expenses 2016: $499,289Net Income 2016: -$515,4622016Revenue 2017: $165,675Expenses 2017: $167,597Net Income 2017: -$1,9222017Revenue 2018: $2,080Expenses 2018: $392,259Net Income 2018: -$390,1792018

Highlighted filing

2012

Revenue-
Expenses$76,445
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY A HARKEYPresident-$0--
AVERILL C HARKEYV. President-$0--
ELIZABETH A HARKEYAsst. Treas.-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMYERS PARK PRESBY CHURCHGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$57,400
Paid GrantUNION PRESBYTERIAN SEMINARYGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$5,000
Paid GrantSHARON TOWERS PRESBY HOMEGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$1,000
Paid GrantGOOD FELLOWS CLUBGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$1,000
Paid GrantPRESBYTERIAN SAMARITAN CENTERGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$1,000
Paid GrantCHRIST EPISCOPAL CHURCHGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$100
Filing and Contact Details

Filer

EIN
56-1643562
Raw XML AppendixShowing 400 of 469 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
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AccountingFeesSchedule/AccountingFees/Category0RETURN PREPARATION FEE
CompensationExplanation/Compensation/PersonName0HENRY A HARKEY
CompensationExplanation/Compensation/PersonName1AVERILL C HARKEY
CompensationExplanation/Compensation/PersonName2ELIZABETH A HARKEY
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired72002-04
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name12,176.279 SHS DWS FLOATING RATE FD A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name21,200 SHE WESTERN UNION COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3400 SHS ING GROEP NV 7.375%
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4100 SHS EXXON MOBIL CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5100 SHS EXXON MOBIL CORP
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name7100 SHS JP MORGAN CHASE & CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name8100 SHS JP MORGAN CHASE & CO
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name10100 SHS JP MORGAN CHASE & CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name11100 SHS JP MORGAN CHASE & CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue010861
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue17843
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue225774
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV014020
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV18276
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV224810
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0200 SHS EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1600 SHS JP MORGAN CHASE & CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2500 SHS GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31,200 SHS WESTERN UNION CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4200 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5400 SHS GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6400 SHS ING GROEP NV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71000 SHS HATTERAS FINL CORP COM
InvestmentsOtherSchedule2/InvestmentsOther/BookValue040012
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue260004
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue643629
InvestmentsOtherSchedule2/InvestmentsOther/BookValue754216
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1HEALTH SERVICES
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6MITES FD CL AAA
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8FUND SELECT
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem134209.023 SHS THORNBURG INVESTMENT
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem164747.441 BLACKROCK MULTI-ASSET INC
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18MLP INDEX
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HENRY A HARKEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1AVERILL C HARKEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ELIZABETH A HARKEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1V. PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2ASST. TREAS.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101043 EAST MOREHEAD STREET - STE 300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111043 EAST MOREHEAD STREET - STE 300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121043 EAST MOREHEAD STREET - STE 300
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