Civic Intelligence

David J Harb Charitable Trust James F Hassan Trustee

990PF • Fiscal year 2016 • EIN 61-1614074

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 26, 2017

Organization Profile
18 Nachaomet RoadLakeville, MA 02347-2142

(508) 830-4641

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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

6th percentile

-138%

Higher net margin than 6% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$15,000

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 38.5% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

15th percentile

-9.4%

Faster asset growth than 15% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$518,422

Down $53,736 (-9.4%) from 2015

Net Assets

Down

$518,422

Down $53,736 (-9.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin6th percentile

Revenue

Up

$38,996

Up $40,091 (+3661%) from 2015

Expenses

Down

$92,732

Down $12,200 (-12%) from 2015

Net Income

Up

-$53,736

Up $52,291 (+49%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$800K$600K$400K$200K$0Assets 2012: $708,799Liabilities 2012: $0Net Assets 2012: $708,7992012Assets 2013: $683,702Liabilities 2013: $0Net Assets 2013: $683,7022013Assets 2014: $678,185Liabilities 2014: $0Net Assets 2014: $678,1852014Assets 2015: $572,158Liabilities 2015: $0Net Assets 2015: $572,1582015Assets 2016: $518,422Liabilities 2016: $0Net Assets 2016: $518,4222016Assets 2017: $486,984Liabilities 2017: $0Net Assets 2017: $486,9842017Assets 2018: $379,958Liabilities 2018: $0Net Assets 2018: $379,9582018Assets 2019: $416,560Liabilities 2019: $0Net Assets 2019: $416,5602019Assets 2020: $393,706Liabilities 2020: $0Net Assets 2020: $393,7062020Assets 2021: $411,042Liabilities 2021: $0Net Assets 2021: $411,0422021Assets 2022: $304,047Liabilities 2022: $0Net Assets 2022: $304,0472022Assets 2023: $236,972Liabilities 2023: $0Net Assets 2023: $236,9722023Assets 2024: $211,152Liabilities 2024: $0Net Assets 2024: $211,1522024

Highlighted filing

2016

Assets$518,422
Liabilities$0
Net Assets$518,422
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2012: $46,4352012Revenue 2013: $73,387Expenses 2013: $98,484Net Income 2013: -$25,0972013Revenue 2014: $54,272Expenses 2014: $59,789Net Income 2014: -$5,5172014Revenue 2015: -$1,095Expenses 2015: $104,932Net Income 2015: -$106,0272015Revenue 2016: $38,996Expenses 2016: $92,732Net Income 2016: -$53,7362016Revenue 2017: $60,655Expenses 2017: $92,096Net Income 2017: -$31,4412017Revenue 2018: $25Expenses 2018: $107,051Net Income 2018: -$107,0262018Revenue 2019: $70,582Expenses 2019: $43,842Net Income 2019: $26,7402019Revenue 2020: $27,652Expenses 2020: $52,192Net Income 2020: -$24,5402020Revenue 2021: $11,902Expenses 2021: $56,654Net Income 2021: -$44,7522021Revenue 2022: $41,353Expenses 2022: $58,076Net Income 2022: -$16,7232022Revenue 2023: -$23,014Expenses 2023: $74,426Net Income 2023: -$97,4402023Revenue 2024: $8,076Expenses 2024: $44,251Net Income 2024: -$36,1752024

Highlighted filing

2016

Revenue$38,996
Expenses$92,732
Net Income-$53,736
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 26, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F HASSANTrustee-$15,000-$15,000
MARGUERITE J HASSANTrustee-$15,000-$15,000
FLOREEN THOMASTrustee-$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
David J Harb Charitable Trust
EIN
61-1614074
Phone
5088304641
Address
18 NACHAOMET ROAD, LAKEVILLE, MA 02347-2142

Signing Officer

Name
James F Hassan
Title
Trustee
Phone
5088304641
Signed
2017-04-26
Discuss with paid preparer
Yes

Preparer

Firm
David M Pinkham CPA LLC
Address
475 SCHOOL STREET SUITE 13, MARSHFIELD, MA 02050
Preparer
David M Pinkham
Phone
7818340444
Raw XML Appendix313 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES F HASSAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGUERITE J HASSAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FLOREEN THOMAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5IOCC SYRIAN RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6STONEHILL COLL CHAPEL CHOIR PILMGRI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 758517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16 ATWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3122 HILL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42900 ROCKY POINT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5100 WEST RD STE 160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt629 SHIPS VIEW TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TOPEKA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NORWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BALTIMORE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066675
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd521204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602532
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt059858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt059484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022435
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0210298
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt047732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt059858
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt059484
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022435
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047732
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt047732
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0210298
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0162566
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112
OtherIncomeSchedule2/OtherIncomeDetail/Desc01099-R EARNINGS JACKSON LIFE
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UNREALIZED GAIN ON INVESTMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt031308
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt031308
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt19395
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F HASSAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05088304641
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID J HARB CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JAMES F HASSAN TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0611614074
ReturnHeader/Filer/PhoneNum05088304641
ReturnHeader/Filer/USAddress/AddressLine1Txt018 NACHAOMET ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0023472142
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07811AFAA377CE3FA073E6C109299CBE8A0E94D89
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId035762D95CF94ECB809866B99A04AF846DC1C6AEB
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204061852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID M PINKHAM CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 SCHOOL STREET SUITE 13
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARSHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002050
ReturnHeader/PreparerPersonGrp/PhoneNum07818340444
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M PINKHAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-04-26T12:38:11-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$518,422
Liabilities
$0
Net assets
$518,422
Revenue
$38,996
Expenses
$92,732
Net income
-$53,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.08$0.44$0.36
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.23$0.74$0.97
2022Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.41$0.58$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.12$0.57$0.45
2020Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.28$0.52$0.25
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.71$0.44$0.27
2018Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.00$1.07$1.07
2017Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.61$0.92$0.31
2016Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.39$0.93$0.54
2015Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.01$1.05$1.06
2014Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.54$0.60$0.06
2013Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.73$0.98$0.25
2012Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$0.46