Civic Intelligence

Jonathan Havens Charitable Trust

990PF • Fiscal year 2022 • EIN 56-6378684

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 16, 2022

Organization Profile
17th Floor US TrustRaleigh, NC 27609

(252) 756-8888

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

20th percentile

-21%

Higher net margin than 20% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$25,128

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 31.3% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

45th percentile

-1.4%

Faster asset growth than 45% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

50th percentile

3.5%

Faster revenue growth than 50% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,180,465

Down $16,759 (-1.4%) from 2021

Net Assets

Down

$1,180,465

Down $16,759 (-1.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin20th percentile

Revenue

Up

$80,407

Up $2,700 (+3.5%) from 2021

Expenses

Down

$97,166

Down $9,466 (-8.9%) from 2021

Net Income

Up

-$16,759

Up $12,166 (+42%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2022

Assets$1,180,465
Liabilities$0
Net Assets$1,180,465
Open 2022 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$80,407
Expenses$97,166
Net Income-$16,759
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 16, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$25,128-$25,128
JAMES G SULLIVANChairman-$4,650-$4,650
DAVID FRANCISCODirector-$1,125-$1,125
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
2022-08-16

Preparer

Firm
Sullivan Shearin & Co
Address
1100 CONFERENCE DR, GREENVILLE, NC 27858
Preparer
James G Sullivan
Phone
2527568888
Raw XML Appendix295 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/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 665
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1820 BOSTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 2753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 877
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 149
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5113 E 15TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BATH
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/StateAbbreviationCd4NC
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/ZIPCd427808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd527889
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060500
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/AppliedToCurrentYearAmt014947
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt060460
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt085545
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075407
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt070598
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt060460
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMITTEE INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SECURITIES LITIGATION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt070
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt070
TaxesSchedule/TaxesDetail/Amt0808
TaxesSchedule/TaxesDetail/Amt15
TaxesSchedule/TaxesDetail/CategoryTxt0990 PF EXCISE TAX - EST TAX PMTS
TaxesSchedule/TaxesDetail/CategoryTxt1990 PF PR YR BALANCE DUE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-16
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/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/PreparationDt02022-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES G SULLIVAN
ReturnHeader/ReturnTs02022-08-30T13:19:52-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BANK OF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AMERICA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,180,465
Liabilities
$0
Net assets
$1,180,465
Revenue
$80,407
Expenses
$97,166
Net income
-$16,759
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