Civic Intelligence

Greater Houston Community Foundation

990 • Fiscal year 2019 • EIN 84-3567749

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

515 Post Oak Blvd No 1000Houston, TX 77027

(713) 333-2200

Siviq Scores

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

Liabilities / Assets

47th percentile

0.02x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.02x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

99th percentile

94%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

98th percentile

$306,939

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 33.2% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$892,489

No earlier filing loaded for comparison.

Net Assets

$871,945

No earlier filing loaded for comparison.

Liabilities

$20,544

No earlier filing loaded for comparison.

Revenue

$923,860

No earlier filing loaded for comparison.

Expenses

$51,915

No earlier filing loaded for comparison.

Net Income

$871,945

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $892,489Liabilities 2019: $20,544Net Assets 2019: $871,9452019Assets 2020: $1,595,108Liabilities 2020: $240,836Net Assets 2020: $1,354,2722020Assets 2021: $1,281,261Liabilities 2021: $84,960Net Assets 2021: $1,196,3012021Assets 2022: $816,451Liabilities 2022: $93,029Net Assets 2022: $723,4222022Assets 2023: $1,970,294Liabilities 2023: $50,571Net Assets 2023: $1,919,7232023Assets 2024: $1,875,122Liabilities 2024: $90,489Net Assets 2024: $1,784,6332024

Highlighted filing

2019

Assets$892,489
Liabilities$20,544
Net Assets$871,945

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $923,860Expenses 2019: $51,915Net Income 2019: $871,9452019Revenue 2020: $2,168,122Expenses 2020: $1,685,795Net Income 2020: $482,3272020Revenue 2021: $2,534,416Expenses 2021: $2,692,387Net Income 2021: -$157,9712021Revenue 2022: $1,758,384Expenses 2022: $2,231,263Net Income 2022: -$472,8792022Revenue 2023: $2,767,669Expenses 2023: $1,556,749Net Income 2023: $1,210,9202023Revenue 2024: $1,825,286Expenses 2024: $1,985,714Net Income 2024: -$160,4282024

Highlighted filing

2019

Revenue$923,860
Expenses$51,915
Net Income$871,945
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$923,860
Mission and Program Overview

Mission

To be a resource for those affected by disaster, and ensure community resiliency for the future.

To build the groundwork necessary to become a permanent resource for those affected by disaster, and ensure community resiliency for the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$892,360-
Rtn Earn Endowment Incm Other Fnds$0$871,945▲ $871,945
Pledges and Grants Receivable-$129-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$892,489▲ $892,489
Liabilities
Accounts Payable and Accrued Expenses-$20,544-
Total Liabilities$0$20,544▲ $20,544
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$871,945▲ $871,945
Total Liabilities and Net Assets / Fund Balance$0$892,489▲ $892,489
Compensation and Service Providers

Employees

NameTitleOtherTotal
Diane ZarzueloChair/director$146,763$146,763

Board Members and Trustees

NameTitle
Mary VazquezSecretary/director
Renee Wizig-barriosTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$922,621
Program Service Revenue
$0
Investment Income
$1,239
Other Revenue
$0
All Other Contributions
$30,000
Change in Net Assets
$871,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$24,000$1,881-$25,881
Fees for Services Management$14,500--$14,500
Advertising$7,000--$7,000
Travel$4,496--$4,496
Office Expenses$26--$26
Conferences and Meetings-$12-$12
Total Functional Expenses$50,022$1,893$0$51,915
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Harvey home connect has a sole member, greater houston community foundation, a texas nonprofit corporation.

Form 990, Part VI, Section A, Line 7B

Merger, acquisition or consolidation of the corporation; borrowing or lending of money or the creation of indebtedness through the guaranty of another's debt or similar action; removal of one or more members of the board of directors; and imposing any restriction on the corporation to comply with article nine of the certificate of formation are reserved to the member.

Form 990, Part VI, Section A, Line 8B

Organization does not have any committee with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The final document was distributed via email to the board members for review prior to filing. The assistant controller and tax manager of the greater houston community foundation initially review the 990. Upon the resolution of any questions raised by these two individuals and any changes that result from this review, the completed document is then distributed to the principal officer for their review. Once reviewed by this individual, and updated with any changes, a finalized copy is provided to this individual for final review and approval, prior to distribution to the board.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is distributed to all directors, non-director committee members, and employees annually. They are asked to acknowledge receipt by returning a signed acknowledgement. When discussion occurs and/or votes are taken in committee and/or board members and a member indicates a conflict of interest, such conflicts are noted in the minutes of the meeting and the member abstains from any vote taken.

Form 990, Part VI, Section C, Line 19

Copies of the certificate of formation, bylaws, and conflicts of interest policy may be obtained by calling the office. The organization's financials are not audited. A copy of the combined audited financials for the related organizations, greater houston community foundation, may be requested by calling the office.

Filing and Contact Details

Filer

Filer Name
Harvey Home Connect
EIN
84-3567749
Phone
7133332200
Address
515 POST OAK BLVD NO 1000, HOUSTON, TX 77027

Signing Officer

Name
Renee Wizig-barrios
Title
Treasurer/director
Phone
7133332200
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renee Wizig-barrios
Formed
2019
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
3

Preparer

Firm
Harper & Pearson Company Pc
Address
ONE RIVERWAY SUITE 1900, HOUSTON, TX 77056
Preparer
Guy T Tabor CPA
Phone
7136222310
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation believes that all significant tax positions utilized by the foundation will more likely than not be sustained upon examination. As of december 31, 2019, the tax years that remain subject to examination by the major tax jurisdictions under the statute of limitations are from the years 2016 through 2018 with limited exceptions. Tax penalties and interest, if any, would be accrued as incurred and would be classified as general and administrative expense in the statements of activities.

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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE FOUNDATION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2019, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEARS 2016 THROUGH 2018 WITH LIMITED EXCEPTIONS. TAX PENALTIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSE IN THE STATEMENTS OF ACTIVITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HARVEY HOME CONNECT HAS A SOLE MEMBER, GREATER HOUSTON COMMUNITY FOUNDATION, A TEXAS NONPROFIT CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MERGER, ACQUISITION OR CONSOLIDATION OF THE CORPORATION; BORROWING OR LENDING OF MONEY OR THE CREATION OF INDEBTEDNESS THROUGH THE GUARANTY OF ANOTHER'S DEBT OR SIMILAR ACTION; REMOVAL OF ONE OR MORE MEMBERS OF THE BOARD OF DIRECTORS; AND IMPOSING ANY RESTRICTION ON THE CORPORATION TO COMPLY WITH ARTICLE NINE OF THE CERTIFICATE OF FORMATION ARE RESERVED TO THE MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FINAL DOCUMENT WAS DISTRIBUTED VIA EMAIL TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. THE ASSISTANT CONTROLLER AND TAX MANAGER OF THE GREATER HOUSTON COMMUNITY FOUNDATION INITIALLY REVIEW THE 990. UPON THE RESOLUTION OF ANY QUESTIONS RAISED BY THESE TWO INDIVIDUALS AND ANY CHANGES THAT RESULT FROM THIS REVIEW, THE COMPLETED DOCUMENT IS THEN DISTRIBUTED TO THE PRINCIPAL OFFICER FOR THEIR REVIEW. ONCE REVIEWED BY THIS INDIVIDUAL, AND UPDATED WITH ANY CHANGES, A FINALIZED COPY IS PROVIDED TO THIS INDIVIDUAL FOR FINAL REVIEW AND APPROVAL, PRIOR TO DISTRIBUTION TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL DIRECTORS, NON-DIRECTOR COMMITTEE MEMBERS, AND EMPLOYEES ANNUALLY. THEY ARE ASKED TO ACKNOWLEDGE RECEIPT BY RETURNING A SIGNED ACKNOWLEDGEMENT. WHEN DISCUSSION OCCURS AND/OR VOTES ARE TAKEN IN COMMITTEE AND/OR BOARD MEMBERS AND A MEMBER INDICATES A CONFLICT OF INTEREST, SUCH CONFLICTS ARE NOTED IN THE MINUTES OF THE MEETING AND THE MEMBER ABSTAINS FROM ANY VOTE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIES OF THE CERTIFICATE OF FORMATION, BYLAWS, AND CONFLICTS OF INTEREST POLICY MAY BE OBTAINED BY CALLING THE OFFICE. THE ORGANIZATION'S FINANCIALS ARE NOT AUDITED. A COPY OF THE COMBINED AUDITED FINANCIALS FOR THE RELATED ORGANIZATIONS, GREATER HOUSTON COMMUNITY FOUNDATION, MAY BE REQUESTED BY CALLING THE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
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IRS990/TerminateOperationsInd00
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IRS990/TotalRevenueGrp/ExclusionAmt01239
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0923860
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TravelGrp/TotalAmt04496
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE WIZIG-BARRIOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07133332200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:21:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741695589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARPER & PEARSON COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE RIVERWAY SUITE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136222310
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GUY T TABOR CPA
ReturnHeader/ReturnTs02020-11-16T13:03:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-17
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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