Civic Intelligence

J H Harvey Trust

990PF • Fiscal year 2021 • EIN 74-6031695

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 11, 2022

Organization Profile
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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

73rd percentile

34%

Higher net margin than 73% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$162,303

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

38th percentile

4.7%

Faster asset growth than 38% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

96%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$17,531,021

Up $786,172 (+4.7%) from 2020

Net Assets

Up

$17,531,021

Up $786,172 (+4.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin73rd percentile

Revenue

Up

$2,222,446

Up $1,087,276 (+96%) from 2020

Expenses

Up

$1,466,537

Up $25,446 (+1.8%) from 2020

Net Income

Up

$755,909

Up $1,061,830 (+347%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2021

Assets$17,531,021
Liabilities$0
Net Assets$17,531,021
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

2021

Revenue$2,222,446
Expenses$1,466,537
Net Income$755,909
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 11, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NA-STMT ATrustee-$162,303-$162,303
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
2022-10-11
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 Appendix336 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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ReturnHeader/ReturnTs02022-10-13T18:46:13-07:00
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ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,531,021
Liabilities
$0
Net assets
$17,531,021
Revenue
$2,222,446
Expenses
$1,466,537
Net income
$755,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$3.92$1.62$2.30
2023Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$0.99$1.64$0.65
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.73$1.72$0.99
2021Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$2.22$1.47$0.76
2020Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.14$1.44$0.31
2019Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.26$1.55$0.29
2015Summary only. Only limited summary data is available for this year.$16.6$0.00$0.88$0.80$0.08
2014Summary only. Only limited summary data is available for this year.$16.2$0.00$1.35$1.01$0.34
2013Summary only. Only limited summary data is available for this year.$15.9$0.04$1.27$0.88$0.39
2012Summary only. Only limited summary data is available for this year.$15.5$0.02$1.10$1.42$0.33
2011Summary only. Only limited summary data is available for this year.$15.8$0.00$1.92$1.31$0.60