Civic Intelligence

J H Harvey Trust

990PF • Fiscal year 2020 • EIN 74-6031695

Dec 01, 2019 to Nov 30, 2020 • Filed on Aug 12, 2021

6325 S Rainbow Blvd 3rd FLLas Vegas, NV 89118

(336) 747-8667

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

16th percentile

-27%

Higher net margin than 16% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$156,470

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

23rd percentile

-1.8%

Faster asset growth than 23% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-9.6%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$16,744,849

Down $311,040 (-1.8%) from 2019

Net Assets

Down

$16,744,849

Down $311,040 (-1.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$1,135,170

Down $120,301 (-9.6%) from 2019

Expenses

Down

$1,441,091

Down $108,369 (-7.0%) from 2019

Net Income

Down

-$305,921

Down $11,932 (-4.1%) from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $15,795,818Liabilities 2011: $6542011Assets 2012: $15,489,946Liabilities 2012: $20,6892012Assets 2013: $15,891,866Liabilities 2013: $35,7532013Assets 2014: $16,193,397Liabilities 2014: $02014Assets 2015: $16,560,624Liabilities 2015: $02015Assets 2019: $17,055,889Liabilities 2019: $0Net Assets 2019: $17,055,8892019Assets 2020: $16,744,849Liabilities 2020: $0Net Assets 2020: $16,744,8492020Assets 2021: $17,531,021Liabilities 2021: $0Net Assets 2021: $17,531,0212021Assets 2022: $16,558,159Liabilities 2022: $0Net Assets 2022: $16,558,1592022Assets 2023: $15,580,107Liabilities 2023: $0Net Assets 2023: $15,580,1072023Assets 2024: $17,764,308Liabilities 2024: $0Net Assets 2024: $17,764,3082024

Highlighted filing

2020

Assets$16,744,849
Liabilities$0
Net Assets$16,744,849

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,918,600Expenses 2011: $1,314,725Net Income 2011: $603,8752011Revenue 2012: $1,096,169Expenses 2012: $1,422,076Net Income 2012: -$325,9072012Revenue 2013: $1,269,271Expenses 2013: $882,415Net Income 2013: $386,8562013Revenue 2014: $1,345,159Expenses 2014: $1,007,875Net Income 2014: $337,2842014Revenue 2015: $884,689Expenses 2015: $804,970Net Income 2015: $79,7192015Revenue 2019: $1,255,471Expenses 2019: $1,549,460Net Income 2019: -$293,9892019Revenue 2020: $1,135,170Expenses 2020: $1,441,091Net Income 2020: -$305,9212020Revenue 2021: $2,222,446Expenses 2021: $1,466,537Net Income 2021: $755,9092021Revenue 2022: $733,133Expenses 2022: $1,719,206Net Income 2022: -$986,0732022Revenue 2023: $992,162Expenses 2023: $1,639,028Net Income 2023: -$646,8662023Revenue 2024: $3,915,828Expenses 2024: $1,619,087Net Income 2024: $2,296,7412024

Highlighted filing

2020

Revenue$1,135,170
Expenses$1,441,091
Net Income-$305,921
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Aug 12, 2021
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NA-STMT ATrustee-$156,470-$156,470
Filing and Contact Details

Filer

Filer Name
J H Harvey Trust
EIN
74-6031695
Address
6325 S RAINBOW BLVD 3RD FL, LAS VEGAS, NV 89118

Signing Officer

Name
Stacey Ashton
Title
Avp, Fid Tax Liaison
Signed
2021-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Hampton Brown & Associates PC
Address
615 N Upper Broadway Ste 1930, Corpus Christi, TX 78401
Preparer
Jerry G Hampton
Phone
3618887711
Raw XML Appendix363 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT A-----------PAGE 6, PART VIII, LINE 1, INFORMATION ABOUT TRUSTEE:THE CORPORATE TRUSTEE'S COMPENSATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENT REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD MAC D1114-
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028262
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03367478667
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1614788
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3200970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EDUC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0RICE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SCOTTISH RITE HOSPITAL FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MASONIC HOME SCHOOL OF TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3METHODIST CHILDREN'S HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 1892
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12222 WELBORN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21240 KELLER PKWY SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31111 HERRING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KELLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WACO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd376708
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01217698
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020906
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01220653
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01234460
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01241559
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01213554
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01220653
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05119
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE ON INVESTMENTS ACCOUNTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AD VALOREM TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEDERAL INCOME TAX REFUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3GROSS PRODUCTION TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE - INVEST PROP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6INVESTMENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7LEASE OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8PROPERTY TAX - INVEST PROP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013616
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt112927
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23186
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3141
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4194
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt526550
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt63228
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt7678
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt816524
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013616
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-23498
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212927
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33503
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5194
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt626550
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt77473
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8678
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt916524
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt057581
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt061720
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY ASHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AVP, FID TAX LIAISON
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J H HARVEY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELL FARGO BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0JHHA
ReturnHeader/Filer/EIN0746031695
ReturnHeader/Filer/USAddress/AddressLine1Txt06325 S RAINBOW BLVD 3RD FL
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742640010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hampton Brown & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0615 N Upper Broadway Ste 1930
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Corpus Christi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078401
ReturnHeader/PreparerPersonGrp/PhoneNum03618887711
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY G HAMPTON
ReturnHeader/ReturnTs02021-08-13T07:35:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

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