Civic Intelligence

Robert M Harris & Marilyn a Harris Charitable Foundation Tr Agmt

990PF • Fiscal year 2020 • EIN 83-6338478

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
PO Box 711Smithtown, NY 11787

(516) 745-8806

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

99th percentile

846%

Faster asset growth than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

644%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,052,080

Up $940,830 (+846%) from 2019

Net Assets

Up

$1,052,080

Up $940,830 (+846%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Up

$947,267

Up $819,992 (+644%) from 2019

Expenses

Down

$11,190

Down $4,835 (-30%) from 2019

Net Income

Up

$936,077

Up $824,827 (+741%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$3.0M$2.0M$1.0M$0Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $111,250Liabilities 2019: $0Net Assets 2019: $111,2502019Assets 2020: $1,052,080Liabilities 2020: $0Net Assets 2020: $1,052,0802020Assets 2021: $1,289,801Liabilities 2021: $0Net Assets 2021: $1,289,8012021Assets 2022: $2,330,643Liabilities 2022: $0Net Assets 2022: $2,330,6432022Assets 2023: $2,330,634Liabilities 2023: $12023Assets 2024: $2,485,337Liabilities 2024: $0Net Assets 2024: $2,485,3372024

Highlighted filing

2020

Assets$1,052,080
Liabilities$0
Net Assets$1,052,080
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $127,275Expenses 2019: $16,025Net Income 2019: $111,2502019Revenue 2020: $947,267Expenses 2020: $11,190Net Income 2020: $936,0772020Revenue 2021: $306,503Expenses 2021: $67,394Net Income 2021: $239,1092021Revenue 2022: $1,125,221Expenses 2022: $90,681Net Income 2022: $1,034,5402022Revenue 2023: $126,760Expenses 2023: $126,769Net Income 2023: -$92023Revenue 2024: $310,389Expenses 2024: $155,686Net Income 2024: $154,7032024

Highlighted filing

2020

Revenue$947,267
Expenses$11,190
Net Income$936,077
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M HARRISTrustee-$0--
MARILYN A HARRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert M Harris & Marilyn a Harris
EIN
83-6338478
Phone
5167458806
Address
PO BOX 711, SMITHTOWN, NY 11787

Signing Officer

Name
Robert M Harris
Title
Trustee
Phone
5167458806
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Weisberg Mole Krantz & Goldfarb Llp
Address
185 CROSSWAYS PARK DRIVE, WOODBURY, NY 11797-2040
Preparer
Philip Goldfarb
Phone
5169333800
Raw XML Appendix277 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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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4FACEBOOK INC CL A COMMON STOCK
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IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32020-02-11
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE AND MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07346
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07346
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1201
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04753
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
TaxesSchedule/TaxesDetail/Amt087
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt087
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05167458806
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT M HARRIS & MARILYN A HARRIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0836338478
ReturnHeader/Filer/PhoneNum05167458806
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 711
ReturnHeader/Filer/USAddress/CityNm0SMITHTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011787
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113619178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEISBERG MOLE KRANTZ & GOLDFARB LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0185 CROSSWAYS PARK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117972040
ReturnHeader/PreparerPersonGrp/PhoneNum05169333800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP GOLDFARB
ReturnHeader/ReturnTs02021-11-16T09:14:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS
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
$1,052,080
Liabilities
$0
Net assets
$1,052,080
Revenue
$947,267
Expenses
$11,190
Net income
$936,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.31$0.16$0.15
2023Summary only. Only limited summary data is available for this year.$2.33$0.00$0.13$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$1.13$0.09$1.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.31$0.07$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.95$0.01$0.94
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.13$0.02$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00