Civic Intelligence

Jonathan Havens Charitable Trust 4242 Six Forks Road

EIN 56-6378684 • Raleigh, NC

17th Floor US TrustRaleigh, NC 27609
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$25,559

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

54th percentile

3.8%

Faster asset growth than 54% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

67%

Faster revenue growth than 82% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,144,407

Up $41,843 (+3.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,144,407

Up $41,843 (+3.8%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin80th percentile

Revenue

Up

$124,755

Up $50,144 (+67%) from 2024

Expenses

Down

$82,912

Down $25,599 (-24%) from 2024

Net Income

Up

$41,843

Up $75,743 (+223%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $1,341,492Liabilities 2012: $02012Assets 2013: $1,334,528Liabilities 2013: $02013Assets 2014: $1,300,099Liabilities 2014: $02014Assets 2015: $1,353,812Liabilities 2015: $02015Assets 2016: $1,275,462Liabilities 2016: $02016Assets 2020: $1,226,149Liabilities 2020: $02020Assets 2021: $1,197,224Liabilities 2021: $0Net Assets 2021: $1,197,2242021Assets 2022: $1,180,465Liabilities 2022: $0Net Assets 2022: $1,180,4652022Assets 2023: $1,136,464Liabilities 2023: $0Net Assets 2023: $1,136,4642023Assets 2024: $1,102,564Liabilities 2024: $0Net Assets 2024: $1,102,5642024Assets 2025: $1,144,407Liabilities 2025: $0Net Assets 2025: $1,144,4072025

Highlighted filing

2025

Assets$1,144,407
Liabilities$0
Net Assets$1,144,407
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2012: $57,413Expenses 2012: $97,136Net Income 2012: -$39,7232012Revenue 2013: $72,974Expenses 2013: $79,938Net Income 2013: -$6,9642013Revenue 2014: $60,894Expenses 2014: $95,323Net Income 2014: -$34,4292014Revenue 2015: $145,546Expenses 2015: $91,833Net Income 2015: $53,7132015Revenue 2016: $18,588Expenses 2016: $96,938Net Income 2016: -$78,3502016Revenue 2020: $56,985Expenses 2020: $86,474Net Income 2020: -$29,4892020Revenue 2021: $77,707Expenses 2021: $106,632Net Income 2021: -$28,9252021Revenue 2022: $80,407Expenses 2022: $97,166Net Income 2022: -$16,7592022Revenue 2023: $63,132Expenses 2023: $107,133Net Income 2023: -$44,0012023Revenue 2024: $74,611Expenses 2024: $108,511Net Income 2024: -$33,9002024Revenue 2025: $124,755Expenses 2025: $82,912Net Income 2025: $41,8432025

Highlighted filing

2025

Revenue$124,755
Expenses$82,912
Net Income$41,843
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,144,407
Liabilities
$0
Net assets
$1,144,407
Revenue
$124,755
Expenses
$82,912
Net income
$41,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.12$0.08$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.08$0.11$0.03
2020Summary only. Only limited summary data is available for this year.$1.23$0.00$0.06$0.09$0.03
2016Summary only. Only limited summary data is available for this year.$1.28$0.00$0.02$0.10$0.08
2015Summary only. Only limited summary data is available for this year.$1.35$0.00$0.15$0.09$0.05
2014Summary only. Only limited summary data is available for this year.$1.30$0.00$0.06$0.10$0.03
2013Summary only. Only limited summary data is available for this year.$1.33$0.00$0.07$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$0.06$0.10$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$25,559-$25,559
JAMES G SULLIVANChairman-$5,500-$5,500
DAVID FRANCISCODirector-$388-$388
DAVID R EMSWILERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jonathan Havens Charitable Trust
EIN
56-6378684
Address
17TH FLOOR US TRUST, RALEIGH, NC 27609

Signing Officer

Name
Bank of America
Title
Trustee
Signed
2025-08-13

Preparer

Firm
Sullivan Shearin & Co
Address
1100 CONFERENCE DR, GREENVILLE, NC 27858
Preparer
James G Sullivan
Phone
2527568888
Raw XML Appendix294 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4501C3 PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5501C3 PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OPEN DOOR COMMUITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COASTAL PREGNANCY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PURPOSE OF GOD ANNEX OUTREACH CTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LITERACY VOLUNTEERS OF BEAUFORT CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHILDRENS CANCER PARTNERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HISTORIC PORT OF WASHINGTON PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01240 COWELL FARM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11312 JOHN SMALL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21015 E 6TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3113 EAST 15TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4900 SOUTH PINE ST SUITE F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 171
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SPARTANBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027889
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127889
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227889
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327889
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd429302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd527889
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045500
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/AppliedToCurrentYearAmt019767
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt044394
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt087710
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064161
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt067943
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt044394
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMITTEE INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0909
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0909
TaxesSchedule/TaxesDetail/Amt0812
TaxesSchedule/TaxesDetail/Amt1144
TaxesSchedule/TaxesDetail/CategoryTxt0990 PF EXCISE TAX - EST TAX PMTS
TaxesSchedule/TaxesDetail/CategoryTxt1990 PF PR YR BALANCE DUE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JONATHAN HAVENS CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt04242 SIX FORKS ROAD
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0566378684
ReturnHeader/Filer/USAddress/AddressLine1Txt017TH FLOOR US TRUST
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027609
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561350306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULLIVAN SHEARIN & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 CONFERENCE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027858
ReturnHeader/PreparerPersonGrp/PhoneNum02527568888
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES G SULLIVAN
ReturnHeader/ReturnTs02025-08-27T15:30:41-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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