Civic Intelligence

The Joy & Bill Harbert Foundation

990PF • Fiscal year 2015 • EIN 72-1370674

Jan 01, 2015 to Dec 31, 2015 • Filed on May 03, 2016

Organization Profile
Post Office Box 531390Birmingham, AL 35253

(205) 802-2800

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

99th percentile

355%

Faster asset growth than 99% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$247,771

Up $193,339 (+355%) from 2014

Net Assets

Up

$247,771

Up $193,339 (+355%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin71st percentile

Revenue

Up

$1,297,001

Up $144,086 (+12%) from 2014

Expenses

Up

$1,103,662

Up $2,068 (+0.2%) from 2014

Net Income

Up

$193,339

Up $142,018 (+277%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $40,300Liabilities 2010: $0Net Assets 2010: $40,3002010Assets 2011: $39,487Liabilities 2011: $12011Assets 2012: $39,624Liabilities 2012: $0Net Assets 2012: $39,6242012Assets 2013: $3,443Liabilities 2013: $02013Assets 2014: $54,432Liabilities 2014: $0Net Assets 2014: $54,4322014Assets 2015: $247,771Liabilities 2015: $0Net Assets 2015: $247,7712015Assets 2016: $132,483Liabilities 2016: $0Net Assets 2016: $132,4832016Assets 2017: $976,627Liabilities 2017: $0Net Assets 2017: $976,6272017Assets 2018: $1,066,349Liabilities 2018: $0Net Assets 2018: $1,066,3492018Assets 2019: $128,611Liabilities 2019: $0Net Assets 2019: $128,6112019Assets 2020: $28,429Liabilities 2020: $0Net Assets 2020: $28,4292020Assets 2021: $4,630Liabilities 2021: $0Net Assets 2021: $4,6302021Assets 2022: $4,481Liabilities 2022: $0Net Assets 2022: $4,4812022Assets 2023: $4,331Liabilities 2023: $0Net Assets 2023: $4,3312023Assets 2024: $65,342Liabilities 2024: $0Net Assets 2024: $65,3422024

Highlighted filing

2015

Assets$247,771
Liabilities$0
Net Assets$247,771
Open 2015 Filing

Operations Trend

Revenue Growth69th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,1952010Revenue 2011: $201,262Expenses 2011: $202,075Net Income 2011: -$8132011Expenses 2012: $1502012Revenue 2013: $100,386Expenses 2013: $100,150Net Income 2013: $2362013Revenue 2014: $1,152,915Expenses 2014: $1,101,594Net Income 2014: $51,3212014Revenue 2015: $1,297,001Expenses 2015: $1,103,662Net Income 2015: $193,3392015Revenue 2016: $1,026,690Expenses 2016: $1,141,978Net Income 2016: -$115,2882016Revenue 2017: $1,837,213Expenses 2017: $102,637Net Income 2017: $1,734,5762017Revenue 2018: $117,299Expenses 2018: $27,577Net Income 2018: $89,7222018Revenue 2019: $106,058Expenses 2019: $1,934,228Net Income 2019: -$1,828,1702019Revenue 2020: $1,887Expenses 2020: $102,069Net Income 2020: -$100,1822020Revenue 2021: $251,272Expenses 2021: $275,071Net Income 2021: -$23,7992021Revenue 2022: $101,271Expenses 2022: $101,420Net Income 2022: -$1492022Revenue 2023: $1,270Expenses 2023: $1,420Net Income 2023: -$1502023Revenue 2024: $215,104Expenses 2024: $114,125Net Income 2024: $100,9792024

Highlighted filing

2015

Revenue$1,297,001
Expenses$1,103,662
Net Income$193,339
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 3, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Billy L Harbert JrDirector-$0--
Anne H MoultonDirector-$0--
Elizabeth S CornayDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Joy & Bill Harbert Foundation
EIN
72-1370674
Phone
2058022800
Address
Post Office Box 531390, Birmingham, AL 35253

Signing Officer

Name
Billy L Harbert Jr
Title
Director
Phone
2058022800
Signed
2016-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Arlington Associates LLC
Address
2000 Morris Avenue Suite 1200, Birmingham, AL 35203
Preparer
Greg P Logan
Phone
2054884330
Raw XML Appendix350 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/PersonNm0Billy L Harbert Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Anne H Moulton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Elizabeth S Cornay
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02058022800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Billy L Harbert Jr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GLOBAL NETWORK FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF ALABAMA AT BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 PEACHTREE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11720 2ND AVE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135294
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01100000
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/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01095320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt099296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0199993
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02494609
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01100000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01095320
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt099296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0199993
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01100000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02494609
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01394609
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Billy L Harbert Jr
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Billy L Harbert Jr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0546 Olde English Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1546 Olde English Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Birmingham
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Birmingham
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035223
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd135223
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01226125
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1101985
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01226125
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc025,000 SHS SERVISFIRST BANCSHARES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-12-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0151
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH - INVESTMENT ANNUAL FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0151
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0BIlly L Harbert Jr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0546 Olde English Lane
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Birmingham
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0AL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd035223
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Billy L Harbert Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02058022800
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Joy & Bill Harbert Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOY&
ReturnHeader/Filer/EIN0721370674
ReturnHeader/Filer/PhoneNum02058022800
ReturnHeader/Filer/USAddress/AddressLine1Txt0Post Office Box 531390
ReturnHeader/Filer/USAddress/CityNm0Birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035253
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201365485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Arlington Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 Morris Avenue Suite 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035203
ReturnHeader/PreparerPersonGrp/PhoneNum02054884330
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg P Logan
ReturnHeader/ReturnTs02016-05-10T14:38:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$247,771
Liabilities
$0
Net assets
$247,771
Revenue
$1,297,001
Expenses
$1,103,662
Net income
$193,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.22$0.11$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.10$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.25$0.28$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$0.10$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.11$1.93$1.83
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.12$0.03$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$1.84$0.10$1.73
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.03$1.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.30$1.10$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.15$1.10$0.05
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.10$0.10$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00
2011Summary only. Only limited summary data is available for this year.$0.04$0.00$0.20$0.20$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00