Civic Intelligence

Harte Research Support Foundation

990 • Fiscal year 2019 • EIN 74-2976236

Sep 01, 2018 to Aug 31, 2019 • Filed on Apr 23, 2020

Organization ProfileN/A

Refreshing map…

20742 Stone Oak Parkway Suite 107San Antonio, TX 78258

(210) 828-1505

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

3rd percentile

0.00x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

37th percentile

1.2%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

51%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$42,018,937

Up $486,767 (+1.2%) from 2018

Net Assets

Up

$42,018,937

Up $486,767 (+1.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin75th percentile

Revenue

Up

$3,281,428

Up $1,114,779 (+51%) from 2018

Expenses

Down

$2,794,661

Down $330,989 (-11%) from 2018

Net Income

Up

$486,767

Up $1,445,768 (+151%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$60M$40M$20M$0Assets 2011: $33,327,685Liabilities 2011: $0Net Assets 2011: $33,327,6852011Assets 2012: $35,716,604Liabilities 2012: $0Net Assets 2012: $35,716,6042012Assets 2013: $36,751,886Liabilities 2013: $0Net Assets 2013: $36,751,8862013Assets 2014: $38,511,476Liabilities 2014: $5,091Net Assets 2014: $38,506,3852014Assets 2015: $40,595,436Liabilities 2015: $5,797Net Assets 2015: $40,589,6392015Assets 2016: $41,256,673Liabilities 2016: $4,912Net Assets 2016: $41,251,7612016Assets 2017: $42,496,302Liabilities 2017: $5,131Net Assets 2017: $42,491,1712017Assets 2018: $41,532,170Liabilities 2018: $0Net Assets 2018: $41,532,1702018Assets 2019: $42,018,937Liabilities 2019: $0Net Assets 2019: $42,018,9372019Assets 2020: $42,246,990Liabilities 2020: $0Net Assets 2020: $42,246,9902020Assets 2021: $48,368,589Liabilities 2021: $0Net Assets 2021: $48,368,5892021Assets 2022: $49,417,293Liabilities 2022: $0Net Assets 2022: $49,417,2932022Assets 2023: $48,039,267Liabilities 2023: $0Net Assets 2023: $48,039,2672023Assets 2025: $48,255,758Liabilities 2025: $0Net Assets 2025: $48,255,7582025

Highlighted filing

2019

Assets$42,018,937
Liabilities$0
Net Assets$42,018,937
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,720,268Expenses 2011: $2,635,771Net Income 2011: $84,4972011Revenue 2012: $4,117,235Expenses 2012: $1,728,316Net Income 2012: $2,388,9192012Revenue 2013: $3,713,644Expenses 2013: $2,678,362Net Income 2013: $1,035,2822013Revenue 2014: $3,731,610Expenses 2014: $1,977,111Net Income 2014: $1,754,4992014Revenue 2015: $5,309,535Expenses 2015: $3,226,281Net Income 2015: $2,083,2542015Revenue 2016: $711,145Expenses 2016: $113,268Net Income 2016: $597,8772016Revenue 2017: $3,926,455Expenses 2017: $2,687,045Net Income 2017: $1,239,4102017Revenue 2018: $2,166,649Expenses 2018: $3,125,650Net Income 2018: -$959,0012018Revenue 2019: $3,281,428Expenses 2019: $2,794,661Net Income 2019: $486,7672019Revenue 2020: $2,556,308Expenses 2020: $2,328,255Net Income 2020: $228,0532020Revenue 2021: $9,279,964Expenses 2021: $3,158,365Net Income 2021: $6,121,5992021Revenue 2022: $4,423,884Expenses 2022: $3,375,180Net Income 2022: $1,048,7042022Revenue 2023: $1,400,335Expenses 2023: $2,778,361Net Income 2023: -$1,378,0262023Revenue 2025: $5,103,612Expenses 2025: $4,750,240Net Income 2025: $353,3722025

Highlighted filing

2019

Revenue$3,281,428
Expenses$2,794,661
Net Income$486,767
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Apr 23, 2020
Return Version
2018v3.2
Gross Receipts
$22,877,666
Mission and Program Overview

Mission

Educational support for texas a&m university - corpus christi

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$41,532,170$42,018,937▲ $486,767
Investments in Publicly Traded Securities$34,312,366$36,124,334▲ $1,811,968
Savings and Temporary Cash Investments$1,219,679$5,894,556▲ $4,674,877
Land, Buildings, and Equipment, Net$125$47▼ $78
Total Assets$41,532,170$42,018,937▲ $486,767
Other Assets Total$6,000,000--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$41,532,170$42,018,937▲ $486,767
Total Liabilities and Net Assets / Fund Balance$41,532,170$42,018,937▲ $486,767

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$47$5,704$5,751
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David L SinakTrustee
Jonathan M HornblowerTrustee
William S HarteTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
1919 Investment CounselInvestment Mgmt640 FIFTH AVENUE 9TH FLOOR, New York, NY 10019$151,117
Capital Counsel LLCInvestment Mgmt527 MADISON AVENUE 19TH FLOOR, New York, NY 10022$124,315
Frost Bank TrusteeInvestment MgmtPO BOX 2950 TAX DEPT T-8, San Antonio, TX 78299$123,692
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,281,428
Other Revenue
$0
Change in Net Assets
$486,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,376,844
Other Expenses$417,817
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,376,844--$2,376,844
Fees for Service Investment Mgmnt Fees-$405,295-$405,295
Fees for Services Accounting-$8,035-$8,035
Travel-$3,518-$3,518
Other Expenses-$167-$167
Depreciation Depletion$39$39-$78
Total Functional Expenses$2,376,883$417,778$0$2,794,661
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas A&m University-corpus ChristiCorpus Christi, TX170Educational Support$2,376,844
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The entire form 990 is sent out to the trustees of the organization for review before filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public by providing copies upon request.”

Filing and Contact Details

Filer

Filer Name
Harte Research Support Foundation
EIN
74-2976236
Phone
2108281505
Address
20742 STONE OAK PARKWAY SUITE 107, SAN ANTONIO, TX 78258

Signing Officer

Name
David L Sinak
Title
Trustee
Phone
2108281505
Signed
2020-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William S Harte
Formed
2000
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
1

Preparer

Firm
Collie & Company Cpas Pllc
Address
20742 STONE OAK PARKWAY SUITE 107, SAN ANTONIO, TX 78258-7478
Preparer
Wayne E Collie
Phone
2108281505
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Depreciation expense on office equipment.”

Raw XML Appendix354 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EDUCATIONAL SUPPORT FOR TEXAS A&M UNIVERSITY - CORPUS CHRISTI
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0COLLIE COMPANY PLLC CPAS
IRS990/BooksInCareOfDetail/PhoneNum02108281505
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt020742 STONE OAK PKWY 107
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078258
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0151117
IRS990/ContractorCompensationGrp/CompensationAmt1124315
IRS990/ContractorCompensationGrp/CompensationAmt2123692
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0640 FIFTH AVENUE 9TH FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1527 MADISON AVENUE 19TH FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 2950 TAX DEPT T-8
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SAN ANTONIO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd010019
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd110022
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd278299
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt01919 INVESTMENT COUNSEL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1CAPITAL COUNSEL LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2FROST BANK TRUSTEE
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MGMT
IRS990/ContractorCompensationGrp/ServicesDesc1INVESTMENT MGMT
IRS990/ContractorCompensationGrp/ServicesDesc2INVESTMENT MGMT
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt02376844
IRS990/CYInvestmentIncomeAmt03281428
IRS990/CYOtherExpensesAmt0417817
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0486767
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02794661
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03281428
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt039
IRS990/DepreciationDepletionGrp/ProgramServicesAmt039
IRS990/DepreciationDepletionGrp/TotalAmt078
IRS990/Desc0GRANTS PAID THAT HAVE BENEFIT TO TEXAS A & M UNIVERSITY - CORPUS CHRISTI FOR EDUCATIONAL PURPOSES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02376844
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08035
IRS990/FeesForServicesAccountingGrp/TotalAmt08035
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0405295
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0405295
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID L SINAK
IRS990/Form990PartVIISectionAGrp/PersonNm1JONATHAN M HORNBLOWER
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM S HARTE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0302811
IRS990/GainOrLossGrp/SecuritiesAmt02313242
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt02376844
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02376844
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02376844
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0302811
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021909480
IRS990/GrossReceiptsAmt022877666
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0665375
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0665375
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt034312366
IRS990/InvestmentsPubTradedSecGrp/EOYAmt036124334
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05704
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0125
IRS990/LandBldgEquipBasisNetGrp/EOYAmt047
IRS990/LandBldgEquipCostOrOtherBssAmt05751
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019596238
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATIONAL SUPPORT FOR TEXAS A&M UNIVERSITY - CORPUS CHRISTI
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt041532170
IRS990/NetAssetsOrFundBalancesEOYAmt042018937
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02616053
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02616053
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06000000
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0724
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1167
IRS990/OtherExpensesGrp/TotalAmt0724
IRS990/OtherExpensesGrp/TotalAmt1167
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM S HARTE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0DEPRECIATION EXPENSE ON OFFICE EQUIPMENT.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt039
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02599389
IRS990/PYInvestmentIncomeAmt02166649
IRS990/PYOtherExpensesAmt0422671
IRS990/PYRevenuesLessExpensesAmt0-959001
IRS990/PYSalariesCompEmpBnftPaidAmt0103590
IRS990/PYTotalExpensesAmt03125650
IRS990/PYTotalRevenueAmt02166649
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0486767
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt041532170
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt042018937
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01219679
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05894556
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TAXPAYER MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION AS FOLLOWS: THE TAXPAYER HAS ONLY ONE SUPPORTED ORGANIZATION, WHICH IS A MAJOR PUBLIC UNIVERSITY (TEXAS A&M UNIVERSITY - CORPUS CHRISTI). TAXPAYER IS THE ONLY ENDOWMENT FUND FOR THE MARINE RESEARCH INSTITUTE (THE "INSTITUTE") AT THE SUPPORTED ORGANIZATION. PURSUANT TO A GIFT AGREEMENT BETWEEN THE TAXPAYER AND THE SUPPORTED ORGANIZATION, THE TAXPAYER'S TRUSTEES PROVIDE OVERSIGHT THAT THE INSTITUTE IS BEING DEVELOPED AND ADMINISTERED IN A MANNER CONSISTENT WITH THE OBJECTIVES OF THE TAXPAYER. THE TAXPAYER'S TRUSTEES MEET WITH THE SUPPORTED ORGANIZATION AT LEAST TWICE ANNUALLY TO REVIEW, INTER ALIA, THE INSTITUTE'S BUDGET, PROGRAMS, POLICIES AND EMPLOYEES, IT'S USE OF GRANT FUNDS, ACCOMPLISHMENTS AND FUTURE PLANS, AND IT'S OTHER FUNDING SOURCES. THE INSTITUTE'S BUDGET AND SPENDING, AND HENCE IT'S CHOICE OF PROGRAMS AND ACTIVITIES, ARE APPROVED BY THE TAXPAYER'S TRUSTEES EACH YEAR. ONE OR MORE TRUSTEES ATTEND PROGRAMS OF THE INSTITUTE AND HOST WORKING SESSIONS OF THE KEY INSTITUTE PERSONNEL AND OUTSIDE PEERS EACH YEAR TO FURTHER ENHANCE AND PUBLICIZE THE WORK OF THE INSTITUTE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE TAXPAYER'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR AS FOLLOWS: THE TAXPAYER HAS ONLY ONE SUPPORTED ORGANIZATION, WHICH IS A MAJOR PUBLIC UNIVERSITY (TEXAS A&M UNIVERSITY - CORPUS CHRISTI) WITH A MARINE RESEARCH INSTITUTE (THE "INSTITUTE") FOR WHICH THE TAXPAYER IS THE ONLY ENDOWMENT FUND. THE PRESIDENT OF THE SUPPORTED ORGANIZATION IS AN EX OFFICIO TRUSTEE OF THE TAXPAYER, AND IN THAT CAPACITY ATTENDS TRUSTEE MEETINGS AND CONSENTS TO INVESTMENT POLICIES DETERMINED BY THE TRUSTEES. THE PRESIDENT OF THE SUPPORTED ORGANIZATION AND THE DIRECTOR OF THE INSTITUTE (AND THEIR STAFFS) WORK TOGETHER WITH THE TRUSTEES IN DEVELOPING THE INSTITUTE'S BUDGET AND THE MANNER AND TIMING IN WHICH THE TAXPAYER FUNDS THAT BUDGET, WHICH IS THE ONLY GRANT MAKING ACTIVITY OF THE TAXPAYER. HENCE THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE TAXPAYER'S INCOME AND ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TAXPAYER HAS A SINGLE SUPPORTED ORGANIZATION, WHICH IS A MAJOR PUBLIC UNIVERSITY: TEXAS A&M UNIVERSITY - CORPUS CHRISTI). THE TAXPAYER'S ACTIVITIES FURTHER THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSES OF EDUCATION AND RESEARCH BY PROVIDING GRANTS WHICH ARE THE SOLE ENDOWMENT FUNDING FOR THE SUPPORTED ORGANIZATION'S MARINE RESEARCH INSTITUTE (THE "INSTITUTE"). THE TAXPAYER IS RESPONSIVE TO THE SUPPORTED ORGANIZATION BY WORKING JOINTLY WITH IT TO DEVELOP BUDGETS, POLICIES AND PROGRAMS FOR THE INSTITUTE AND FUNDING THOSE ACTIVITIES WITH GRANTS AT MUTUALLY AGREED TIMES, AND TO ASSIST IT IN RAISING OTHER SOURCES OF FUNDING. THE TAXPAYER HAS DETERMINED THAT THESE ACTIVITIES CONSTITUTE SUBSTANTIALLY ALL ITS ACTIVITIES BECAUSE THEY ARE ITS ONLY ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE ACTIVITIES DESCRIBED IN 2A ABOVE CONSTITUTE ACTIVITIES THAT, BUT FOR TAXPAYER'S INVOLVEMENT, THE SUPPORTED ORGANIZATION NORMALLY WOULD HAVE BEEN ENGAGED IN BECAUSE THE SUPPORTED ORGANIZATION IS A MAJOR PUBLIC UNIVERSITY WHOSE VERY EXISTENCE AND MISSION IS TO BE CONSTANTLY ENGAGED IN TEACHING AND RESEARCH. THE SUPPORTED ORGANIZATION'S MARINE RESEARCH INSTITUTE TO WHICH THE TAXPAYER'S ACTIVITIES ARE DIRECTED WILL OPERATE WITH OR WITHOUT THE TAXPAYER'S INVOLVEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741760663
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02376844
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TEXAS A&M UNIVERSITY - CORPUS CHRISTI
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0TEXAS A&M UNIVERSITY - CORPUS CHRISTI
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt02376844
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt047
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05704
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05751
IRS990ScheduleD/TotalBookValueLandBuildingsAmt047
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt02376844
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TEXAS A&M UNIVERSITY-CORPUS CHRISTI
IRS990ScheduleI/RecipientTable/RecipientEIN0741760663
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06300 OCEAN DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CORPUS CHRISTI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078412
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PRIOR TO MAKING ANY GRANTS TO TEXAS A&M UNIVERSITY - CORPUS CHRISTI (THE SOLE GRANT RECIPIENT), WE REVIEW A PROPOSED BUDGET FOR THE USE OF GRANT FUNDS. WE HAVE ONE OR MORE REPRESENTATIVES ATTEND PROGRAMS AND ADVISORY COMMITTEE MEETINGS OF THE GRANT RECIPIENT, AT WHICH WE LEARN MORE ABOUT AND STAY FAMILIAR WITH THE ACTIVITIES AND OPERATIONS FOR WHICH OUR GRANT FUNDS ARE USED. AT THE END OF EACH YEAR, WE RECEIVE A REPORT AND BUDGET RECONCILIATION WITH RESPECT TO THE USE OF OUR GRANT FUNDS, AND REVIEW IT WITH THE GRANTEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEPRECIATION EXPENSE ON OFFICE EQUIPMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTIRE FORM 990 IS SENT OUT TO THE TRUSTEES OF THE ORGANIZATION FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt041532170
IRS990/TotalAssetsEOYAmt042018937
IRS990/TotalAssetsGrp/BOYAmt041532170
IRS990/TotalAssetsGrp/EOYAmt042018937
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0417778
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02376883
IRS990/TotalFunctionalExpensesGrp/TotalAmt02794661
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt041532170
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt042018937
IRS990/TotalOtherProgSrvcExpenseAmt039
IRS990/TotalProgramServiceExpensesAmt02376883
IRS990/TotalRevenueGrp/ExclusionAmt03281428
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03281428
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt041532170
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt042018937
IRS990/TravelGrp/ManagementAndGeneralAmt03518
IRS990/TravelGrp/TotalAmt03518
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020742 STONE OAK PARKWAY SUITE 107
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078258
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L SINAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02108281505
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARTE RESEARCH SUPPORT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HART
ReturnHeader/Filer/EIN0742976236
ReturnHeader/Filer/PhoneNum02108281505
ReturnHeader/Filer/USAddress/AddressLine1Txt020742 STONE OAK PARKWAY SUITE 107
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078258
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AEB0813E086BEE8CC5783982845D1F2F48A0EF42
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AEB0813E086BEE8CC5783982845D1F2F48A0EF42
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.242.165.10
ReturnHeader/FilingSecurityInformation/IPDt02020-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:06:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814756062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLLIE & COMPANY CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020742 STONE OAK PARKWAY SUITE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782587478
ReturnHeader/PreparerPersonGrp/PhoneNum02108281505
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE E COLLIE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-04T13:06:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,018,937
Liabilities
$0
Net assets
$42,018,937
Revenue
$3,281,428
Expenses
$2,794,661
Net income
$486,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Summary only. Only limited summary data is available for this year.$48.3$0.00$48.3$5.10$4.75$0.35
2023Summary only. Only limited summary data is available for this year.$48.0$0.00$48.0$1.40$2.78$1.38
2022Summary only. Only limited summary data is available for this year.$49.4$0.00$49.4$4.42$3.38$1.05
2021Summary only. Only limited summary data is available for this year.$48.4$0.00$48.4$9.28$3.16$6.12
2020Summary only. Only limited summary data is available for this year.$42.2$0.00$42.2$2.56$2.33$0.23
2019Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$3.28$2.79$0.49
2018Summary only. Only limited summary data is available for this year.$41.5$0.00$41.5$2.17$3.13$0.96
2017Summary only. Only limited summary data is available for this year.$42.5$0.01$42.5$3.93$2.69$1.24
2016Summary only. Only limited summary data is available for this year.$41.3$0.00$41.3$0.71$0.11$0.60
2015Summary only. Only limited summary data is available for this year.$40.6$0.01$40.6$5.31$3.23$2.08
2014Summary only. Only limited summary data is available for this year.$38.5$0.01$38.5$3.73$1.98$1.75
2013Summary only. Only limited summary data is available for this year.$36.8$0.00$36.8$3.71$2.68$1.04
2012Summary only. Only limited summary data is available for this year.$35.7$0.00$35.7$4.12$1.73$2.39
2011Summary only. Only limited summary data is available for this year.$33.3$0.00$33.3$2.72$2.64$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $25M-$50M nonprofits