Civic Intelligence

Harvey and Bernice Jones Charitable Trust 2

990PF • Fiscal year 2016 • EIN 71-6143264

Dec 01, 2015 to Nov 30, 2016 • Filed on Jan 30, 2017

Organization Profile
PO Box 249Springdale, AR 72765

(479) 756-0611

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-89%

Higher net margin than 8% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

28th percentile

-3.3%

Faster asset growth than 28% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-54%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,046,005

Down $36,053 (-3.3%) from 2015

Net Assets

Down

$1,046,005

Down $36,053 (-3.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

Down

$40,286

Down $47,257 (-54%) from 2015

Expenses

Down

$76,307

Down $936 (-1.2%) from 2015

Net Income

Down

-$36,021

Down $46,321 (-450%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,133,376Liabilities 2011: $02011Assets 2012: $1,081,350Liabilities 2012: $02012Assets 2013: $1,064,837Liabilities 2013: $02013Assets 2014: $1,077,441Liabilities 2014: $02014Assets 2015: $1,082,058Liabilities 2015: $0Net Assets 2015: $1,082,0582015Assets 2016: $1,046,005Liabilities 2016: $0Net Assets 2016: $1,046,0052016Assets 2017: $1,034,346Liabilities 2017: $0Net Assets 2017: $1,034,3462017Assets 2018: $1,054,252Liabilities 2018: $0Net Assets 2018: $1,054,2522018Assets 2019: $1,024,738Liabilities 2019: $0Net Assets 2019: $1,024,7382019Assets 2020: $1,030,418Liabilities 2020: $0Net Assets 2020: $1,030,4182020Assets 2021: $1,054,655Liabilities 2021: $0Net Assets 2021: $1,054,6552021Assets 2022: $1,061,486Liabilities 2022: $0Net Assets 2022: $1,061,4862022Assets 2023: $1,057,610Liabilities 2023: $0Net Assets 2023: $1,057,6102023Assets 2024: $1,037,107Liabilities 2024: $0Net Assets 2024: $1,037,1072024Assets 2025: $1,070,968Liabilities 2025: $0Net Assets 2025: $1,070,9682025

Highlighted filing

2016

Assets$1,046,005
Liabilities$0
Net Assets$1,046,005
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $32,302Expenses 2011: $12,192Net Income 2011: $20,1102011Revenue 2012: $67,592Expenses 2012: $119,618Net Income 2012: -$52,0262012Revenue 2013: $52,813Expenses 2013: $69,326Net Income 2013: -$16,5132013Revenue 2014: $86,080Expenses 2014: $73,476Net Income 2014: $12,6042014Revenue 2015: $87,543Expenses 2015: $77,243Net Income 2015: $10,3002015Revenue 2016: $40,286Expenses 2016: $76,307Net Income 2016: -$36,0212016Revenue 2017: $62,358Expenses 2017: $73,850Net Income 2017: -$11,4922017Revenue 2018: $97,862Expenses 2018: $78,060Net Income 2018: $19,8022018Revenue 2019: $49,084Expenses 2019: $79,015Net Income 2019: -$29,9312019Revenue 2020: $82,363Expenses 2020: $76,683Net Income 2020: $5,6802020Revenue 2021: $109,034Expenses 2021: $84,797Net Income 2021: $24,2372021Revenue 2022: $91,082Expenses 2022: $84,251Net Income 2022: $6,8312022Revenue 2023: $78,336Expenses 2023: $82,212Net Income 2023: -$3,8762023Revenue 2024: $55,381Expenses 2024: $76,559Net Income 2024: -$21,1782024Revenue 2025: $113,630Expenses 2025: $79,797Net Income 2025: $33,8332025

Highlighted filing

2016

Revenue$40,286
Expenses$76,307
Net Income-$36,021
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR JOEL CARVERDirector-$0--
FIRST SECURITY BANKDirector-$0--
BETSY PHILLIPSDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF ARKANSAS FOUNDATION INCCHARITABLE CONTRIBUTIONEXEMPTLITTLE ROCK, AR, US$60,567
Filing and Contact Details

Filer

Filer Name
Harvey & Bernice Jones Charitable Trust
EIN
71-6143264
Phone
4797560611
Address
PO BOX 249, SPRINGDALE, AR 72765

Signing Officer

Name
Nathan Nailling
Title
Trust Officer
Phone
4797560611
Signed
2017-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Beall Barclay & Company Plc
Address
2005 WEST ELM STREET, ROGERS, AR 72758
Preparer
John D Evans
Phone
4796364461
Raw XML Appendix360 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/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01185500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01228837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01240297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01167432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01121717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01102016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt060567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.236040
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt060164
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt060567
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0403
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt060567
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SALE OF SECURITIES FROM WHICH THE PROCEEDS WERE USED TO FUND CHARITABLE CONTRIBUTIONS.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIRST SECURITY BANK ATTN TRUST WE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02500 W SUNSET AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SPRINGDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd072765
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04797505665
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060567
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF ARKANSAS FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04301 WEST MARKHAM STREET 716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060567
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt060567
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060567
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt058872
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt060567
OtherDecreasesSchedule/OtherDecreasesDetail/Amt032
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012820
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06607
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MERGER
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06607
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06607
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01554
TaxesSchedule/TaxesDetail/Amt191
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATHAN NAILLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04797560611
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVEY & BERNICE JONES CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0#2
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0716143264
ReturnHeader/Filer/PhoneNum04797560611
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 249
ReturnHeader/Filer/USAddress/CityNm0SPRINGDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072765
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710355269
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEALL BARCLAY & COMPANY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02005 WEST ELM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROGERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072758
ReturnHeader/PreparerPersonGrp/PhoneNum04796364461
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D EVANS
ReturnHeader/ReturnTs02017-02-03T13:22:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,046,005
Liabilities
$0
Net assets
$1,046,005
Revenue
$40,286
Expenses
$76,307
Net income
-$36,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11$0.08$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.09$0.08$0.01
2014Summary only. Only limited summary data is available for this year.$1.08$0.00$0.09$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$0.05$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.07$0.12$0.05
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$0.03$0.01$0.02