Civic Intelligence

J H Harvey Trust

990PF • Fiscal year 2022 • EIN 74-6031695

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 10, 2023

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

6th percentile

-135%

Higher net margin than 6% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$175,472

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

30th percentile

-5.5%

Faster asset growth than 30% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-67%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$16,558,159

Down $972,862 (-5.5%) from 2021

Net Assets

Down

$16,558,159

Down $972,862 (-5.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$733,133

Down $1,489,313 (-67%) from 2021

Expenses

Up

$1,719,206

Up $252,669 (+17%) from 2021

Net Income

Down

-$986,073

Down $1,741,982 (-230%) from 2021

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

2022

Assets$16,558,159
Liabilities$0
Net Assets$16,558,159

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

2022

Revenue$733,133
Expenses$1,719,206
Net Income-$986,073
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 10, 2023
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NA-STMT ATrustee-$175,472-$175,472
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
2023-10-10
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 Appendix342 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/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/TotalGrantOrContriPdDurYrAmt01400579
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/AppliedToCurrentYearAmt017790
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01400579
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01362841
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01418369
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01345051
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01400579
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AD VALOREM TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ATTORNEY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FEDERAL INCOME TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4GROSS PRODUCTION TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INSURANCE - INVEST PROP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7INVESTMENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8INVESTMENT PROPERTY EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9LEASE OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10PROPERTY TAX - INVEST PROP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03430
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1682
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt212920
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt34943
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4173
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5128
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt618596
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt730
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt8731
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt94671
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1035960
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03430
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1682
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt254155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt312920
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45442
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5173
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt718596
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt96668
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt104671
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1135960
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0100074
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0108748
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013211
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCES ON INVESTMENT ACCOUNTS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY ASHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AVP, FID TAX LIAISON
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-10
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/ReturnTs02023-10-12T08:03:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STACEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASHTON
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

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