Civic Intelligence

Alice G Harrison Memorial Trust

990 • Fiscal year 2016 • EIN 95-6074647

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

Organization Profilewww.harrison-lahs.org
4650 West Olympic BlvdLos Angeles, CA 90019-1831

(323) 900-4506

Siviq Scores

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

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.43x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

7th percentile

-48%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$60,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 62.9% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

42nd percentile

-0.5%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$1,085,344

Down $5,203 (-0.5%) from 2015

Net Assets

Down

$1,044,566

Down $45,981 (-4.2%) from 2015

Liabilities

Up

$40,778

Up $40,778 from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin7th percentile

Revenue

Down

$95,396

Down $103,484 (-52%) from 2015

Expenses

Down

$141,377

Down $209,492 (-60%) from 2015

Net Income

Up

-$45,981

Up $106,008 (+70%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,465,386Liabilities 2012: $16,863Net Assets 2012: $1,448,5232012Assets 2013: $1,214,223Liabilities 2013: $0Net Assets 2013: $1,214,2232013Assets 2014: $1,248,072Liabilities 2014: $5,537Net Assets 2014: $1,242,5352014Assets 2015: $1,090,547Liabilities 2015: $0Net Assets 2015: $1,090,5472015Assets 2016: $1,085,344Liabilities 2016: $40,778Net Assets 2016: $1,044,5662016Assets 2017: $1,096,549Liabilities 2017: $56,107Net Assets 2017: $1,040,4422017Assets 2018: $1,076,623Liabilities 2018: $0Net Assets 2018: $1,076,6232018Assets 2019: $1,097,027Liabilities 2019: $0Net Assets 2019: $1,097,0272019Assets 2020: $1,057,419Liabilities 2020: $0Net Assets 2020: $1,057,4192020

Highlighted filing

2016

Assets$1,085,344
Liabilities$40,778
Net Assets$1,044,566
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2012: $102,132Expenses 2012: $428,423Net Income 2012: -$326,2912012Revenue 2013: $101,927Expenses 2013: $336,227Net Income 2013: -$234,3002013Revenue 2014: $246,018Expenses 2014: $217,706Net Income 2014: $28,3122014Revenue 2015: $198,880Expenses 2015: $350,869Net Income 2015: -$151,9892015Revenue 2016: $95,396Expenses 2016: $141,377Net Income 2016: -$45,9812016Revenue 2017: $111,850Expenses 2017: $115,974Net Income 2017: -$4,1242017Revenue 2018: $156,529Expenses 2018: $160,518Net Income 2018: -$3,9892018Revenue 2019: $134,855Expenses 2019: $126,702Net Income 2019: $8,1532019Revenue 2020: $94,487Expenses 2020: $89,008Net Income 2020: $5,4792020

Highlighted filing

2016

Revenue$95,396
Expenses$141,377
Net Income-$45,981
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$95,396
Mission and Program Overview

Mission

The purpose of the trust is to create a continuing trust with the intent that the income generated plus portions of the corpus, are authorized to be used to provide educational opportunities and experiences to the students of Los Angeles High School. It is further intended that the funds be used at the sole discretion of the trustees.

The Alice G. Harrison Memorial Trust is for the benefit of Los Angeles High School, a public high school. The trust only supplements some of the school activities from the income earned and investment income. There is an annual school budget for the expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,090,547$1,090,547→ $0
Investments Other Securities$1,051,452$1,031,682▼ $19,770
Cash and Non-Interest-Bearing Accounts$11,882$28,063▲ $16,181
Savings and Temporary Cash Investments$27,213$25,599▼ $1,614
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$-45,981▼ $45,981
Total Assets$1,090,547$1,085,344▼ $5,203
Liabilities
Other Liabilities$0$40,778▲ $40,778
Total Liabilities$0$40,778▲ $40,778
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,090,547$1,044,566▼ $45,981
Total Liabilities and Net Assets / Fund Balance$1,090,547$1,085,344▼ $5,203

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,031,682--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ms Joyce KleifieldDevelopment OfficerFT$60,000$60,000
Mr Aldo CoronadoAccountantPT$10,800$10,800

Board Members and Trustees

NameTitle
Dr David MeyerTrustee
Dr Eve ShermanTrustee
Dr Gail GarrettTrustee
Dr Helena Yoon-FotamillasTrustee
Mr Bruce CorwinTrustee
Mr Jerry PhillipsTrustee
Mr John HallTrustee
Mr Michael ScharfTrustee
Ms Carrie ChliyehTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$61,185
Program Service Revenue
$0
Investment Income
$33,798
Other Revenue
$413
All Other Contributions
$61,185
Change in Net Assets
$-45,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,281
Salaries, Compensation, and Employee Benefits$884
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$112,212--$112,212
Fees for Services Accounting-$10,800-$10,800
Fees for Services Management-$10,135-$10,135
Other Expenses$5,500--$5,500
Information Technology-$1,528-$1,528
Payroll Taxes-$884-$884
Fees for Services Other-$318-$318
Total Functional Expenses$117,712$23,665$0$141,377
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Balancing transaction$40,778
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“Upon completion of the Form 990 and schedules, the trustees are emailed the documents in advance of the next trustees' meeting. The agenda for the meeting has a line item where the Form 990 documents are reviewed and discussed.”

Form 990, Part VI, Section C, line 19

“The Harrison Trust was organized form the 1959 "will" of the deceased, Ms. Alice G. Harrison. Ms. Harrison was an alumna from Los Angeles High School. Ms. Harrison's will left insturctions to have her assets invested in such activities where the income be used for the sole purpose of supplementing the Los Angeles High School with the means to the educations opportunities for the students. To the extent of the cash available from the investments, and if needed, from the principal balance available form the trust investments. Los Angeles High School is supported by the public and state taxes; the trust only supplements certain school activities which enriches the educational experiences of the students. A yearly budget is presented to the trustees for their approval. The trustees can adjust the approved budget according to needs arising during the school year. The by-laws do not have a policy ealing with "conflict of interest" since the intent of the trust is to provide funds for the benefit of the students of Los Angeles High School only.”

Filing and Contact Details

Filer

Filer Name
Alice G Harrison Memorial Trust
EIN
95-6074647
Phone
3239004506
Address
4650 West Olympic Blvd, Los Angeles, CA 90019-1831

Signing Officer

Name
Joyce Kleifield
Title
Development Officer
Phone
3239004506
Signed
2017-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyce Kleifield
Formed
1959
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
0

Preparer

Firm
Mel Miyamoto and Associates
Address
444 N Larchmont Blvd Suite 208, Los Angeles, CA 90004
Preparer
Mel Miyamoto
Phone
3234624845
Raw XML Appendix370 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/EndingBalanceAmt01031682
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt01031682
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040778
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Balancing transaction
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01031682
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Wells Fargo Advisors
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01031682
IRS990ScheduleD/TotalLiabilityAmt040778
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Upon completion of the Form 990 and schedules, the trustees are emailed the documents in advance of the next trustees' meeting. The agenda for the meeting has a line item where the Form 990 documents are reviewed and discussed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Harrison Trust was organized form the 1959 "will" of the deceased, Ms. Alice G. Harrison. Ms. Harrison was an alumna from Los Angeles High School. Ms. Harrison's will left insturctions to have her assets invested in such activities where the income be used for the sole purpose of supplementing the Los Angeles High School with the means to the educations opportunities for the students. To the extent of the cash available from the investments, and if needed, from the principal balance available form the trust investments. Los Angeles High School is supported by the public and state taxes; the trust only supplements certain school activities which enriches the educational experiences of the students. A yearly budget is presented to the trustees for their approval. The trustees can adjust the approved budget according to needs arising during the school year. The by-laws do not have a policy ealing with "conflict of interest" since the intent of the trust is to provide funds for the benefit of the students of Los Angeles High School only.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01090547
IRS990/TotalAssetsEOYAmt01085344
IRS990/TotalAssetsGrp/BOYAmt01090547
IRS990/TotalAssetsGrp/EOYAmt01085344
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt061185
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023665
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0117712
IRS990/TotalFunctionalExpensesGrp/TotalAmt0141377
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt040778
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt040778
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01090547
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01044566
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0117712
IRS990/TotalReportableCompFromOrgAmt070800
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034211
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt095396
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01090547
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01085344
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04650 West Olympic Blvd
IRS990/USAddress/CityNm0Los Angeles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0900191831
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.harrison-lahs.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Joyce Kleifield
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Development Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum03239004506
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alice G Harrison Memorial Trust
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0956074647
ReturnHeader/Filer/PhoneNum03239004506
ReturnHeader/Filer/USAddress/AddressLine1Txt04650 West Olympic Blvd
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0900191831
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462056739
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mel Miyamoto and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 N Larchmont Blvd Suite 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090004
ReturnHeader/PreparerPersonGrp/PhoneNum03234624845
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mel Miyamoto
ReturnHeader/ReturnTs02017-02-15T19:13:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,085,344
Liabilities
$40,778
Net assets
$1,044,566
Revenue
$95,396
Expenses
$141,377
Net income
-$45,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.13$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.16$0.16$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.06$1.04$0.11$0.12$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.04$1.04$0.10$0.14$0.05
2015Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.20$0.35$0.15
2014Summary only. Only limited summary data is available for this year.$1.25$0.01$1.24$0.25$0.22$0.03
2013Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.10$0.34$0.23
2012Summary only. Only limited summary data is available for this year.$1.47$0.02$1.45$0.10$0.43$0.33