Civic Intelligence

Haver Foundation

990PF • Fiscal year 2021 • EIN 82-6126398

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 01, 2022

Organization Profile
35 Music Square East 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

Higher debt load relative to assets than 19% of similar nonprofits.

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

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

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

Net Margin

90th percentile

69%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

30th percentile

$49,398

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

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

Asset Growth

64th percentile

14%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

73rd percentile

47%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$17,913,920

Up $2,243,219 (+14%) from 2020

Net Assets

Up

$17,913,920

Up $2,243,219 (+14%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin90th percentile

Revenue

Up

$3,254,169

Up $1,038,948 (+47%) from 2020

Expenses

Up

$1,010,950

Up $175,805 (+21%) from 2020

Net Income

Up

$2,243,219

Up $863,143 (+63%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2021

Assets$17,913,920
Liabilities$1
Net Assets$17,913,920
Open 2021 Filing

Operations Trend

Revenue Growth73rd 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

2021

Revenue$3,254,169
Expenses$1,010,950
Net Income$2,243,219
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 1, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PENDLETON SQUARE TRUST COMPANYBank Trustee-$49,398-$49,398
MAURINE A HAVERIndividual Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Haver Foundation
EIN
82-6126398
Phone
6155151205
Address
35 MUSIC SQUARE EAST 320, NASHVILLE, TN 37203

Signing Officer

Name
Carolyn Hannon
Title
Trustee
Phone
6155151205
Signed
2022-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Lbmc Pc
Address
PO BOX 1869, BRENTWOOD, TN 37024-1869
Preparer
Jordan Felts
Phone
6153774600
Raw XML Appendix395 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/GrantOrContributionPurposeTxt3TO FULFILL THE EXEMPT PURPOSES OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO FULFILL THE EXEMPT PURPOSES OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO FULFILL THE EXEMPT PURPOSES OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO FULFILL THE EXEMPT PURPOSES OF THE CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2815 MEDARY AVE BOX 525
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31920 L ST NW SUITE 300
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt517 SPRING BROOK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6124 MOUNT AUBURN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATHENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BROOKINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4VERMILLION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MORRISTOWN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0787714
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0783529
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0140156
TaxesSchedule/TaxesDetail/Amt011310
TaxesSchedule/TaxesDetail/Amt116687
TaxesSchedule/TaxesDetail/Amt25685
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt2ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011310
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN HANNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06155151205
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-01
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 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/PreparationDt02022-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JORDAN FELTS
ReturnHeader/ReturnTs02022-06-02T11:14:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HANNON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$17,913,920
Liabilities
$1
Net assets
$17,913,920
Revenue
$3,254,169
Expenses
$1,010,950
Net income
$2,243,219
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