Civic Intelligence

Htr Foundation Inc.

990PF • Fiscal year 2019 • EIN 59-3496606

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 06, 2019

Organization Profile
150 Second Avenue North Suite 600St Petersburg, FL 33701

(727) 894-1040

Siviq Scores

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

Liabilities / Assets

45th percentile

0.07x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.80x

Higher debt load relative to revenue than 79% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$36,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

42nd percentile

1.6%

Faster asset growth than 42% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-14%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$15,774,594

Up $248,029 (+1.6%) from 2018

Net Assets

Up

$14,637,934

Up $247,860 (+1.7%) from 2018

Liabilities

Up

$1,136,660

Up $169 (+0.0%) from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin73rd percentile

Revenue

Down

$1,424,412

Down $240,140 (-14%) from 2018

Expenses

Up

$1,168,051

Up $186,760 (+19%) from 2018

Net Income

Down

$256,361

Down $426,900 (-62%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $12,031,769Liabilities 2011: $502,0002011Assets 2012: $11,961,791Liabilities 2012: $510,2312012Assets 2013: $12,230,214Liabilities 2013: $1,112,2222013Assets 2014: $13,427,993Liabilities 2014: $1,114,2522014Assets 2015: $14,677,024Liabilities 2015: $1,116,3082015Assets 2016: $14,676,468Liabilities 2016: $1,118,390Net Assets 2016: $13,558,0782016Assets 2017: $14,830,409Liabilities 2017: $1,123,596Net Assets 2017: $13,706,8132017Assets 2018: $15,526,565Liabilities 2018: $1,136,491Net Assets 2018: $14,390,0742018Assets 2019: $15,774,594Liabilities 2019: $1,136,660Net Assets 2019: $14,637,9342019Assets 2020: $15,637,172Liabilities 2020: $1,144,446Net Assets 2020: $14,492,7262020Assets 2021: $16,404,941Liabilities 2021: $1,146,342Net Assets 2021: $15,258,5992021Assets 2022: $16,235,633Liabilities 2022: $1,148,367Net Assets 2022: $15,087,2662022Assets 2023: $16,258,412Liabilities 2023: $1,166,471Net Assets 2023: $15,091,9412023Assets 2024: $15,798,521Liabilities 2024: $1,196,802Net Assets 2024: $14,601,7192024Assets 2025: $16,860,354Liabilities 2025: $1,225,339Net Assets 2025: $15,635,0152025

Highlighted filing

2019

Assets$15,774,594
Liabilities$1,136,660
Net Assets$14,637,934
Open 2019 Filing

Operations Trend

Revenue Growth19th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $688,689Expenses 2011: $775,431Net Income 2011: -$86,7422011Revenue 2012: $970,397Expenses 2012: $855,787Net Income 2012: $114,6102012Revenue 2013: $1,016,097Expenses 2013: $1,307,651Net Income 2013: -$291,5542013Revenue 2014: $1,534,670Expenses 2014: $333,723Net Income 2014: $1,200,9472014Revenue 2015: $1,230,346Expenses 2015: $908,907Net Income 2015: $321,4392015Revenue 2016: $1,000,023Expenses 2016: $1,002,661Net Income 2016: -$2,6382016Revenue 2017: $1,135,285Expenses 2017: $986,550Net Income 2017: $148,7352017Revenue 2018: $1,664,552Expenses 2018: $981,291Net Income 2018: $683,2612018Revenue 2019: $1,424,412Expenses 2019: $1,168,051Net Income 2019: $256,3612019Revenue 2020: $985,117Expenses 2020: $1,125,680Net Income 2020: -$140,5632020Revenue 2021: $1,833,083Expenses 2021: $1,062,735Net Income 2021: $770,3482021Revenue 2022: $1,177,006Expenses 2022: $1,348,495Net Income 2022: -$171,4892022Revenue 2023: $1,383,969Expenses 2023: $1,358,568Net Income 2023: $25,4012023Revenue 2024: $1,699,935Expenses 2024: $1,955,307Net Income 2024: -$255,3722024Revenue 2025: $2,077,460Expenses 2025: $1,021,958Net Income 2025: $1,055,5022025

Highlighted filing

2019

Revenue$1,424,412
Expenses$1,168,051
Net Income$256,361
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY P MCCLANATHANPresident/Tr-$36,000-$36,000
Filing and Contact Details

Filer

Filer Name
Htr Foundation Inc
EIN
59-3496606
Phone
7278941040
Address
150 SECOND AVENUE NORTH SUITE 600, ST PETERSBURG, FL 33701

Signing Officer

Name
Jeffrey P Mcclanathan
Title
President/treasurer
Phone
7278941040
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Mcclanathan Burg & Associates LLC
Address
150 2ND AVE N STE 600, SAINT PETERSBURG, FL 33701-3346
Preparer
Michael Read
Phone
7278941040
Raw XML Appendix382 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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TaxesSchedule/TaxesDetail/Amt08350
TaxesSchedule/TaxesDetail/Amt16633
TaxesSchedule/TaxesDetail/Amt245063
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TaxesSchedule/TaxesDetail/CategoryTxt1TAXES & LICENSES
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt145063
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08350
ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY P MCCLANATHAN
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ReturnHeader/BusinessOfficerGrp/PhoneNum07278941040
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
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ReturnHeader/Filer/EIN0593496606
ReturnHeader/Filer/PhoneNum07278941040
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ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:08:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510597487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCLANATHAN BURG & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 2ND AVE N STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337013346
ReturnHeader/PreparerPersonGrp/PhoneNum07278941040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL READ
ReturnHeader/ReturnTs02019-11-07T09:08:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,774,594
Liabilities
$1,136,660
Net assets
$14,637,934
Revenue
$1,424,412
Expenses
$1,168,051
Net income
$256,361
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.9$1.23$15.6$2.08$1.02$1.06
2024Detailed filing. Detailed filing data is available for this year.$15.8$1.20$14.6$1.70$1.96$0.26
2023Detailed filing. Detailed filing data is available for this year.$16.3$1.17$15.1$1.38$1.36$0.03
2022Detailed filing. Detailed filing data is available for this year.$16.2$1.15$15.1$1.18$1.35$0.17
2021Detailed filing. Detailed filing data is available for this year.$16.4$1.15$15.3$1.83$1.06$0.77
2020Detailed filing. Detailed filing data is available for this year.$15.6$1.14$14.5$0.99$1.13$0.14
2019Detailed filing. Detailed filing data is available for this year.$15.8$1.14$14.6$1.42$1.17$0.26
2018Detailed filing. Detailed filing data is available for this year.$15.5$1.14$14.4$1.66$0.98$0.68
2017Detailed filing. Detailed filing data is available for this year.$14.8$1.12$13.7$1.14$0.99$0.15
2016Detailed filing. Detailed filing data is available for this year.$14.7$1.12$13.6$1.00$1.00$0.00
2015Summary only. Only limited summary data is available for this year.$14.7$1.12$1.23$0.91$0.32
2014Summary only. Only limited summary data is available for this year.$13.4$1.11$1.53$0.33$1.20
2013Summary only. Only limited summary data is available for this year.$12.2$1.11$1.02$1.31$0.29
2012Summary only. Only limited summary data is available for this year.$12.0$0.51$0.97$0.86$0.11
2011Summary only. Only limited summary data is available for this year.$12.0$0.50$0.69$0.78$0.09