Civic Intelligence

David J Harb Charitable Trust James F Hassan Trustee

990PF • Fiscal year 2021 • EIN 61-1614074

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

Organization Profile
18 Nachaomet RoadLakeville, MA 02347-2142

(508) 813-5870

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-376%

Higher net margin than 4% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$8,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 67.2% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

4.4%

Faster asset growth than 51% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-57%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$411,042

Up $17,336 (+4.4%) from 2020

Net Assets

Up

$411,042

Up $17,336 (+4.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Down

$11,902

Down $15,750 (-57%) from 2020

Expenses

Up

$56,654

Up $4,462 (+8.5%) from 2020

Net Income

Down

-$44,752

Down $20,212 (-82%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$411,042
Liabilities$0
Net Assets$411,042
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

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

2021

Revenue$11,902
Expenses$56,654
Net Income-$44,752
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F HASSANTrustee-$8,000-$8,000
MARGUERITE J HASSANTrustee-$8,000-$8,000
FLOREEN THOMASTrustee-$8,000-$8,000
Filing and Contact Details

Filer

Filer Name
David J Harb Charitable Trust
EIN
61-1614074
Phone
5088135870
Address
18 NACHAOMET ROAD, LAKEVILLE, MA 02347-2142

Signing Officer

Name
James F Hassan
Title
Trustee
Phone
5088135870
Signed
2022-05-02
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 Appendix259 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JACKSON ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt082
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt082
OtherIncreasesSchedule/OtherIncreasesDetail/Amt062088
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt0354
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0354
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F HASSAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05088135870
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID J HARB CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JAMES F HASSAN TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0611614074
ReturnHeader/Filer/PhoneNum05088135870
ReturnHeader/Filer/USAddress/AddressLine1Txt018 NACHAOMET ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0023472142
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/PreparationDt02022-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M PINKHAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-06T08:51:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HASSAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,042
Liabilities
$0
Net assets
$411,042
Revenue
$11,902
Expenses
$56,654
Net income
-$44,752
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