Civic Intelligence

Harmes C Fishback Foundation Trust

990PF • Fiscal year 2016 • EIN 84-6094542

Jan 01, 2016 to Dec 31, 2016 • Filed on May 17, 2017

8 Village RoadEnglewood, CO 80110

(203) 622-1382

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$30,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

72nd percentile

8.0%

Faster asset growth than 72% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-1.4%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$5,540,783

Up $410,955 (+8.0%) from 2015

Net Assets

Up

$5,540,783

Up $410,955 (+8.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$1,383,803

Down $20,023 (-1.4%) from 2015

Expenses

Up

$972,848

Up $222,143 (+30%) from 2015

Net Income

Down

$410,955

Down $242,166 (-37%) from 2015

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

Highlighted filing

2016

Assets$5,540,783
Liabilities$0
Net Assets$5,540,783

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

Highlighted filing

2016

Revenue$1,383,803
Expenses$972,848
Net Income$410,955
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 17, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenna StapletonExec DirectorPT$30,000-$30,000
Benjamin F Stapleton IIITrustee-$0--
Craig R StapletonTrustee-$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
Katharine H Stapleton
Title
Trustee
Signed
2017-05-17
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 AppendixShowing 400 of 1,088 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/PropertyDesc52500 T-Mobile US Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc67500 T-Mobile US Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73072 T-Mobile US Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc84000 T-Mobile US Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc910000 T-Mobile US Inc
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Benjamin F Stapleton III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Craig R Stapleton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jenna Stapleton
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Exec Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0125 Park Avenue Apt 9B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1135 East Putnam Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24461 Preserve Parkway South
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New York
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.281349
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08 Village Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Englewood
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jenna Stapleton
IRS990PF/StatementsRegardingActyGrp/PhoneNum02036221382
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No formal application required
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Jenna Stapleton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02036221382
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt08 Village Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Englewood
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd080110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt128333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt226000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt650100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt830000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1815000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt242000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt253500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt265000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt285000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt301000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt323000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt335000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt347000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt351000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3622000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt382500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt396500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt412500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt432500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4412500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt456500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4620000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt475000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt481000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt495000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt533000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt545000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt551500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt561500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt581000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5911000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt605000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt611000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt645000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt661000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt671000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt681000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt695000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt701000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt722500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt735000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt741000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt755000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt761000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CULTURAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CULTURAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CULTURAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CULTURAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CULTURAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Cultural
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7HEALTH & HOSPITALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL

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
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