Civic Intelligence

The Joy & Bill Harbert Foundation

990PF • Fiscal year 2018 • EIN 72-1370674

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 26, 2019

Organization Profile
Post Office Box 531390Birmingham, AL 35253

(205) 802-2800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,066,349

Flat from 2018

Net Assets

Flat

$1,066,349

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$117,299

Flat from 2018

Expenses

Flat

$27,577

Flat from 2018

Net Income

Flat

$89,722

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$1,066,349
Liabilities$0
Net Assets$1,066,349
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$117,299
Expenses$27,577
Net Income$89,722
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 26, 2019
Return Version
2018v3.1
Compensation and Service Providers

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
2019-04-26
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 Appendix344 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HIGHLANDS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04901 OLD LEEDS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035213
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt025000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt094695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt069695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt083148
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01112677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01100000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01095320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt099296
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt069695
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029601
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03391145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt083148
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01112677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01100000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01095320
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03420746
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03490441
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BILLY L HARBERT JR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0546 OLDE ENGLISH LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BIRMINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035223
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0152
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH - INVESTMENT ANNUAL FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0152
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
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt040
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt040
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILLY L HARBERT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02058022800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-26
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E5FD5817DD64B3483BF66F4830AA3E03E78B19F3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.192.139.138
ReturnHeader/FilingSecurityInformation/IPDt02019-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:02:44
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/PreparationDt02019-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG P LOGAN
ReturnHeader/ReturnTs02019-05-09T17:10:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,066,349
Liabilities
$0
Net assets
$1,066,349
Revenue
$117,299
Expenses
$27,577
Net income
$89,722
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
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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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