Civic Intelligence

David J Harb Charitable Trust James F Hassan Trustee

990PF • Fiscal year 2024 • EIN 61-1614074

Jan 01, 2024 to Dec 31, 2024 • Filed on May 07, 2025

Organization Profile
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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-448%

Higher net margin than 3% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$16,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 198.1% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-11%

Faster asset growth than 30% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$211,152

Down $25,820 (-11%) from 2023

Net Assets

Down

$211,152

Down $25,820 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Up

$8,076

Up $31,090 (+135%) from 2023

Expenses

Down

$44,251

Down $30,175 (-41%) from 2023

Net Income

Up

-$36,175

Up $61,265 (+63%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2024

Assets$211,152
Liabilities$0
Net Assets$211,152
Open 2024 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

2024

Revenue$8,076
Expenses$44,251
Net Income-$36,175
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK THOMASTrustee-$16,000-$16,000
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
2025-05-07
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 Appendix315 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/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-36175
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0161814
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010819
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010819
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MEDICAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CIRCLE OF HOPE FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SAINT GEORGE ORTHODOX CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5XAVARIAN BROTHERS HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 NORTH MICHIGAN AVE
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/AddressLine1Txt5800 CLAPBOARDTREE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0FLOOR 17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt111TH FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WESTWOOD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502090
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt040916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05096
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0819
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt040916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04277
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt073693
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt074512
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0108
OtherIncreasesSchedule/OtherIncreasesDetail/Amt110247
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAINS ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt076
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F HASSAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05088135870
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
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/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M PINKHAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T10:24:03-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$211,152
Liabilities
$0
Net assets
$211,152
Revenue
$8,076
Expenses
$44,251
Net income
-$36,175
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