Civic Intelligence

Haver Foundation

990PF • Fiscal year 2020 • EIN 82-6126398

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
35 Music Square East No 320Nashville, TN 37203

(615) 515-1205

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

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

28th percentile

$39,422

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

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

Asset Growth

63rd percentile

9.7%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$15,670,701

Up $1,380,076 (+9.7%) from 2019

Net Assets

Up

$15,670,701

Up $1,380,076 (+9.7%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin91st percentile

Revenue

Down

$2,215,221

Down $451,238 (-17%) from 2019

Expenses

Up

$835,145

Up $125,618 (+18%) from 2019

Net Income

Down

$1,380,076

Down $576,856 (-29%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$30M$20M$10M$0Assets 2018: $12,333,693Liabilities 2018: $0Net Assets 2018: $12,333,6932018Assets 2019: $14,290,625Liabilities 2019: $1Net Assets 2019: $14,290,6252019Assets 2020: $15,670,701Liabilities 2020: $0Net Assets 2020: $15,670,7012020Assets 2021: $17,913,920Liabilities 2021: $1Net Assets 2021: $17,913,9202021Assets 2022: $19,732,967Liabilities 2022: $1Net Assets 2022: $19,732,9672022Assets 2023: $20,817,113Liabilities 2023: $1Net Assets 2023: $20,817,1132023Assets 2024: $21,513,645Liabilities 2024: $0Net Assets 2024: $21,513,6452024

Highlighted filing

2020

Assets$15,670,701
Liabilities$0
Net Assets$15,670,701
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2018: $2,286,144Expenses 2018: $142,700Net Income 2018: $2,143,4442018Revenue 2019: $2,666,459Expenses 2019: $709,527Net Income 2019: $1,956,9322019Revenue 2020: $2,215,221Expenses 2020: $835,145Net Income 2020: $1,380,0762020Revenue 2021: $3,254,169Expenses 2021: $1,010,950Net Income 2021: $2,243,2192021Revenue 2022: $3,002,686Expenses 2022: $1,183,639Net Income 2022: $1,819,0472022Revenue 2023: $2,262,003Expenses 2023: $1,177,857Net Income 2023: $1,084,1462023Revenue 2024: $1,952,058Expenses 2024: $1,255,526Net Income 2024: $696,5322024

Highlighted filing

2020

Revenue$2,215,221
Expenses$835,145
Net Income$1,380,076
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PENDLETON SQUARE TRUST COMPANYBank Trustee-$39,422-$39,422
MAURINE A HAVERIndividual Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Haver Foundation
EIN
82-6126398
Phone
6155151205
Address
35 MUSIC SQUARE EAST NO 320, NASHVILLE, TN 37203

Signing Officer

Name
Carolyne Hannon
Title
Trustee
Phone
6155151205
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Lbmc Pc
Address
PO BOX 1869, BRENTWOOD, TN 37024-1869
Preparer
Elizabeth Paily
Phone
6153774600
Raw XML Appendix365 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FULFILL THE EXEMPT PURPOSES OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FULFILL THE EXEMPT PURPOSES OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FULFILL THE EXEMPT PURPOSES OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO FULFILL THE EXEMPT PURPOSES OF THE CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SOUTH DAKOTA STATE UNIVERSITY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2414 E CLARK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31920 L ST NW SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4815 MEDARY AVE BOX 525
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATHENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VERMILLION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0667400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0661281
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MAURINE A HAVER
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010165
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IRS990ScheduleB/GeneralRuleInd0X
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0101
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0117514
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0117514
TaxesSchedule/TaxesDetail/Amt08653
TaxesSchedule/TaxesDetail/Amt12156
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08653
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYNE HANNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06155151205
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAVER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PENDLETON SQUARE TRUST COMPANY LLC
ReturnHeader/Filer/BusinessNameControlTxt0HAVE
ReturnHeader/Filer/EIN0826126398
ReturnHeader/Filer/PhoneNum06155151205
ReturnHeader/Filer/USAddress/AddressLine1Txt035 MUSIC SQUARE EAST NO 320
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621199757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LBMC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1869
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370241869
ReturnHeader/PreparerPersonGrp/PhoneNum06153774600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH PAILY
ReturnHeader/ReturnTs02021-05-17T09:27:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLYNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HANNON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,670,701
Liabilities
$0
Net assets
$15,670,701
Revenue
$2,215,221
Expenses
$835,145
Net income
$1,380,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$1.95$1.26$0.70
2023Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$2.26$1.18$1.08
2022Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$3.00$1.18$1.82
2021Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$3.25$1.01$2.24
2020Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$2.22$0.84$1.38
2019Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$2.67$0.71$1.96
2018Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$2.29$0.14$2.14