Civic Intelligence

Harte Research Support Foundation

990 • Fiscal year 2023 • EIN 74-2976236

Sep 01, 2022 to Aug 31, 2023 • Filed on May 29, 2024

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.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

3rd percentile

-98%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

18th percentile

-2.8%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Flat

$48,039,267

Flat from 2023

Net Assets

Flat

$48,039,267

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin3rd percentile

Revenue

Flat

$1,400,335

Flat from 2023

Expenses

Flat

$2,778,361

Flat from 2023

Net Income

Flat

-$1,378,026

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth18th 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 2023: $48,039,267Liabilities 2023: $0Net Assets 2023: $48,039,2672023Assets 2025: $48,255,758Liabilities 2025: $0Net Assets 2025: $48,255,7582025

Highlighted filing

2023

Assets$48,039,267
Liabilities$0
Net Assets$48,039,267
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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 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

2023

Revenue$1,400,335
Expenses$2,778,361
Net Income-$1,378,026
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
May 29, 2024
Return Version
2022v5.0
Gross Receipts
$24,226,626
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$49,417,293$48,039,267▼ $1,378,026
Investments in Publicly Traded Securities$44,866,216$46,129,322▲ $1,263,106
Savings and Temporary Cash Investments$4,551,077$1,909,945▼ $2,641,132
Total Assets$49,417,293$48,039,267▼ $1,378,026
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$49,417,293$48,039,267▼ $1,378,026
Total Liabilities and Net Assets / Fund Balance$49,417,293$48,039,267▼ $1,378,026
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
David L SinakTrustee
Jonathan M HornblowerTrustee
William S HarteTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
1919 Investment CounselInvestment Mgmt787 SEVENTH AVENUE 12TH FLOOR, New York, NY 10019$287,482
Capital Counsel LLCInvestment Mgmt527 MADISON AVENUE 19TH FLOOR, New York, NY 10022$274,502
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,400,335
Other Revenue
$0
Change in Net Assets
$-1,378,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,264,110
Other Expenses$514,251
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,264,110--$2,264,110
Fees for Service Investment Mgmnt Fees-$508,114-$508,114
Other Expenses-$6,137-$6,137
Total Functional Expenses$2,264,110$514,251$0$2,778,361
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas A&m University-corpus ChristiCorpus Christi, TX170Educational Support$2,264,110
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
No
Business relationship with 35% controlled entity
No
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
2024-05-29
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
0

Preparer

Firm
Collie & Company Cpas Pllc
Address
20742 STONE OAK PARKWAY SUITE 107, SAN ANTONIO, TX 78258-7478
Preparer
Brad T Collie
Phone
2108281505
Raw XML Appendix311 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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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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON REQUEST.
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ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,039,267
Liabilities
$0
Net assets
$48,039,267
Revenue
$1,400,335
Expenses
$2,778,361
Net income
-$1,378,026
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
2023Detailed filing. Detailed filing data is available for this year.$48.0$0.00$48.0$1.40$2.78$1.38
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
2019Summary only. Only limited summary 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