Civic Intelligence

David J Harb Charitable Trust James F Hassan Trustee

990PF • Fiscal year 2023 • EIN 61-1614074

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 29, 2024

104 South Main Street Apt 2Middleboro, MA 02346

(508) 813-5870

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

423%

Higher net margin than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$10,000

Higher top officer pay than 85% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-22%

Faster asset growth than 20% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Assets

Down

$236,972

Down $67,075 (-22%) from 2022

Net Assets

Down

$236,972

Down $67,075 (-22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

-$23,014

Down $64,367 (-156%) from 2022

Expenses

Up

$74,426

Up $16,350 (+28%) from 2022

Net Income

Down

-$97,440

Down $80,717 (-483%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$236,972
Liabilities$0
Net Assets$236,972

Operations Trend

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

2023

Revenue-$23,014
Expenses$74,426
Net Income-$97,440
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 29, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F HASSANTrustee-$10,000-$10,000
MARGUERITE J HASSANTrustee-$8,000-$8,000
Filing and Contact Details

Filer

Filer Name
David J Harb Charitable Trust
EIN
61-1614074
Phone
5088135870
Address
104 SOUTH MAIN STREET APT 2, MIDDLEBORO, MA 02346

Signing Officer

Name
James F Hassan
Title
Trustee
Phone
5088135870
Signed
2024-04-29
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 Appendix321 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST JUDE CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE FOREVER FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WOUNDED WARRIOR PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8XAVARIAN BROTHERS HIGH SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1199 WATER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt224 MYRTLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31359 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46 ATWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6168 HIGHLAND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 758516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8800 CLAPBOARDTREE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0FLOOR 17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt111TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2SUITE 1509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MIDDLEBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7TOPEKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8WESTWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd766675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd802090
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054000
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/AppliedToCurrentYearAmt013084
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013084
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074512
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt040916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05096
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040916
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt098570
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt057654
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE-1099 ADJUSTMEN
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02472
OtherIncreasesSchedule/OtherIncreasesDetail/Amt127893
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAINS ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt0126
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0126
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F HASSAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05088135870
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-29
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/AddressLine1Txt0104 SOUTH MAIN STREET APT 2
ReturnHeader/Filer/USAddress/CityNm0MIDDLEBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002346
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M PINKHAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-06T14:06:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HASSAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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