Civic Intelligence

Harmes C Fishback Foundation Trust

990T • Fiscal year 2023 • EIN 84-6094542

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

8 Village RoadEnglewood, CO 80110

(203) 622-1382

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

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.

$20M$15M$10M$5.0M$0Assets 2011: $3,368,090Liabilities 2011: $02011Assets 2012: $2,978,850Liabilities 2012: $02012Assets 2013: $4,481,952Liabilities 2013: $02013Assets 2014: $4,476,707Liabilities 2014: $0Net Assets 2014: $4,476,7072014Assets 2015: $5,129,828Liabilities 2015: $0Net Assets 2015: $5,129,8282015Assets 2016: $5,540,783Liabilities 2016: $0Net Assets 2016: $5,540,7832016Assets 2017: $13,000,704Liabilities 2017: $0Net Assets 2017: $13,000,7042017Assets 2018: $13,083,697Liabilities 2018: $0Net Assets 2018: $13,083,6972018Assets 2019: $14,129,666Liabilities 2019: $2,015,599Net Assets 2019: $12,114,0672019Assets 2020: $13,285,039Liabilities 2020: $2,279,846Net Assets 2020: $11,005,1932020Assets 2021: $12,537,924Liabilities 2021: $203,905Net Assets 2021: $12,334,0192021Assets 2022: $12,230,463Liabilities 2022: $202,786Net Assets 2022: $12,027,6772022Assets 2023: $19,959,764Liabilities 2023: $202,786Net Assets 2023: $19,756,9782023Assets 2024: $10,333,161Liabilities 2024: $203,026Net Assets 2024: $10,130,1352024

Latest loaded filing

2024

Assets$10,333,161
Liabilities$203,026
Net Assets$10,130,135

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $547,165Expenses 2011: $625,935Net Income 2011: -$78,7702011Revenue 2012: $178,938Expenses 2012: $568,178Net Income 2012: -$389,2402012Revenue 2013: $2,015,276Expenses 2013: $512,174Net Income 2013: $1,503,1022013Revenue 2014: $655,848Expenses 2014: $661,093Net Income 2014: -$5,2452014Revenue 2015: $1,403,826Expenses 2015: $750,705Net Income 2015: $653,1212015Revenue 2016: $1,383,803Expenses 2016: $972,848Net Income 2016: $410,9552016Revenue 2017: $8,297,922Expenses 2017: $838,001Net Income 2017: $7,459,9212017Revenue 2018: $1,234,369Expenses 2018: $1,151,376Net Income 2018: $82,9932018Revenue 2019: $230,631Expenses 2019: $1,200,261Net Income 2019: -$969,6302019Revenue 2020: $68,460Expenses 2020: $1,177,334Net Income 2020: -$1,108,8742020Revenue 2021: $2,585,679Expenses 2021: $1,256,853Net Income 2021: $1,328,8262021Revenue 2022: $646,040Expenses 2022: $952,382Net Income 2022: -$306,3422022Revenue 2023: $8,575,517Expenses 2023: $846,216Net Income 2023: $7,729,3012023Revenue 2024: $500,281Expenses 2024: $733,347Net Income 2024: -$233,0662024

Latest loaded filing

2024

Revenue$500,281
Expenses$733,347
Net Income-$233,066
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Harmes C Fishback Foundation
EIN
84-6094542
Phone
2036221382
Address
8 Village Road, Englewood, CO 80110

Signing Officer

Name
Craig R Stapleton
Title
Trustee
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Trimble Weist Dye & Ezra CPAs
Address
5990 Greenwood Plaza Blvd Suite 203, Greenwood Village, CO 80111
Preparer
David H Ezra
Phone
3032208899
Raw XML Appendix92 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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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-2340
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0-896
IRS1041ScheduleD/Form4797GainOrLossAmt0867
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt01444
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IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt01444
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-2340
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0-896
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0577
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0577
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt02340
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-2340
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0577
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Brightline Capital Partners LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0577
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0577
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt02340
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IRS990T/BooksInCareOfDetail/PersonNm0Jenna Stapleton
IRS990T/BooksInCareOfDetail/PhoneNum02036221382
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt08 Village Road
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Englewood
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd080110
IRS990T/BookValueAssetsEOYAmt019959764
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt01642
IRS990T/OverpaymentSection/OverpaymentAmt01642
IRS990T/PriorYearOverpaymentCreditAmt01642
IRS990TScheduleA/CapitalLossLimitationAmt0-896
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
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IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-2399
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-3295
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-3295
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Partner in Brightline Capital Partners, LP
IRS990TScheduleA/UBIBeforeNOLDedAmt0-3295
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-3295
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01642
IRS990T/TotalUBTIAmt00
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ReturnHeader/BusinessOfficerGrp/PersonNm0Craig R Stapleton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Harmes C Fishback Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust
ReturnHeader/Filer/BusinessNameControlTxt0HARM
ReturnHeader/Filer/EIN0846094542
ReturnHeader/Filer/PhoneNum02036221382
ReturnHeader/Filer/USAddress/AddressLine1Txt08 Village Road
ReturnHeader/Filer/USAddress/CityNm0Englewood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05990 Greenwood Plaza Blvd Suite 203
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ReturnHeader/PreparerPersonGrp/PhoneNum03032208899
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ReturnHeader/TaxPeriodEndDt02023-12-31
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.20$10.1$0.50$0.73$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.20$19.8$8.58$0.85$7.73
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$12.2$0.20$12.0$0.65$0.95$0.31
2021Detailed filing. Detailed filing data is available for this year.$12.5$0.20$12.3$2.59$1.26$1.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$2.28$11.0$0.07$1.18$1.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$2.02$12.1$0.23$1.20$0.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$1.23$1.15$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$8.30$0.84$7.46
2016Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$1.38$0.97$0.41
2015Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$1.40$0.75$0.65
2014Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.66$0.66$0.01
2013Summary only. Only limited summary data is available for this year.$4.48$0.00$2.02$0.51$1.50
2012Summary only. Only limited summary data is available for this year.$2.98$0.00$0.18$0.57$0.39
2011Summary only. Only limited summary data is available for this year.$3.37$0.00$0.55$0.63$0.08