Civic Intelligence

The Henley Foundation

990PF • Fiscal year 2019 • EIN 01-6143548

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 03, 2020

Organization Profile
829 Plantation Crossing Drive 26Matthews, NC 28105

(980) 262-4255

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2019 filings • NTEE T20Z • <$500k nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.00x

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

2019 filings • NTEE T20Z • <$500k nonprofits • Source year 2019

Net Margin

20th percentile

-194%

Higher net margin than 20% of similar nonprofits.

2019 filings • NTEE T20Z • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2019 filings • NTEE T20Z • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-6.1%

Faster asset growth than 42% of similar nonprofits.

2019 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-38%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$143,747

Down $9,418 (-6.1%) from 2018

Net Assets

Down

$143,747

Down $9,418 (-6.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin20th percentile

Revenue

Down

$4,862

Down $3,010 (-38%) from 2018

Expenses

Down

$14,280

Down $6,159 (-30%) from 2018

Net Income

Up

-$9,418

Up $3,149 (+25%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $184,049Liabilities 2011: $02011Assets 2012: $171,206Liabilities 2012: $02012Assets 2013: $167,122Liabilities 2013: $02013Assets 2014: $172,405Liabilities 2014: $02014Assets 2015: $177,471Liabilities 2015: $02015Assets 2018: $153,165Liabilities 2018: $0Net Assets 2018: $153,1652018Assets 2019: $143,747Liabilities 2019: $0Net Assets 2019: $143,7472019Assets 2020: $134,790Liabilities 2020: $0Net Assets 2020: $134,7902020Assets 2021: $126,653Liabilities 2021: $0Net Assets 2021: $126,6532021Assets 2022: $116,185Liabilities 2022: $0Net Assets 2022: $116,1852022Assets 2023: $114,532Liabilities 2023: $0Net Assets 2023: $114,5322023Assets 2024: $112,297Liabilities 2024: $0Net Assets 2024: $112,2972024

Highlighted filing

2019

Assets$143,747
Liabilities$0
Net Assets$143,747
Open 2019 Filing

Operations Trend

Revenue Growth21st percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $10,171Expenses 2011: $14,167Net Income 2011: -$3,9962011Revenue 2012: $958Expenses 2012: $13,801Net Income 2012: -$12,8432012Revenue 2013: $9,631Expenses 2013: $13,715Net Income 2013: -$4,0842013Revenue 2014: $19,951Expenses 2014: $14,668Net Income 2014: $5,2832014Revenue 2015: $18,874Expenses 2015: $13,808Net Income 2015: $5,0662015Revenue 2018: $7,872Expenses 2018: $20,439Net Income 2018: -$12,5672018Revenue 2019: $4,862Expenses 2019: $14,280Net Income 2019: -$9,4182019Revenue 2020: $3,690Expenses 2020: $12,647Net Income 2020: -$8,9572020Revenue 2021: $7,409Expenses 2021: $15,546Net Income 2021: -$8,1372021Revenue 2022: $3,400Expenses 2022: $13,868Net Income 2022: -$10,4682022Revenue 2023: $12,483Expenses 2023: $14,136Net Income 2023: -$1,6532023Revenue 2024: $12,607Expenses 2024: $14,842Net Income 2024: -$2,2352024

Highlighted filing

2019

Revenue$4,862
Expenses$14,280
Net Income-$9,418
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 3, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK E BEANETrustee-$0--
ANDREA R BEANETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Henley Foundation
EIN
01-6143548
Phone
9802624255
Address
829 PLANTATION CROSSING DRIVE 26, MATTHEWS, NC 28105

Signing Officer

Name
Frank E Beane
Title
Trustee
Phone
2075526103
Signed
2020-04-03
Discuss with paid preparer
Yes

Preparer

Firm
DAVIES GOLDSTEIN & ASSOCIATES CPA'S
Address
PO BOX 156, MATTHEWS, NC 28106
Preparer
Jeffrey I Goldstein
Phone
7046840555
Raw XML Appendix356 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WDAV CLASSICAL PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PEN BAY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5MT SAINI HEALTH SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ACTS LEGACY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7KENT SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8ROCKPORT LIBRARY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9CLASSROOM CENTRAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10YALE UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16 GLEN COVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 2006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92116 WILKINSON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO BOX 2038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ROCKPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WEST POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7KENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ROCKPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104856
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204856
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd404856
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd619486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd706757
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd804856
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd928208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1006521
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011750
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09118
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01761
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015272
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0438
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01761
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011802
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02684
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017272
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014588
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AGENCY FEES- COASTLINE TRUST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01796
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt232
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01796
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt232
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08
TaxesSchedule/TaxesDetail/Amt052
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt052
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK E BEANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02075526103
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HENLEY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FRANK & ANDREA BEANE TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0HENL
ReturnHeader/Filer/EIN0016143548
ReturnHeader/Filer/PhoneNum09802624255
ReturnHeader/Filer/USAddress/AddressLine1Txt0829 PLANTATION CROSSING DRIVE 26
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId043ED8F501A7544C4432D9FF5E5EF7EEA1649791A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD104542DC63F9646C0CAD32E1690241BDB3ABB7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.95.24.2
ReturnHeader/FilingSecurityInformation/IPDt02020-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:35:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262669494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES GOLDSTEIN & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTHEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02020-04-10T11:35:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,747
Liabilities
$0
Net assets
$143,747
Revenue
$4,862
Expenses
$14,280
Net income
-$9,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.13$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.14$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07$0.16$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.04$0.13$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.05$0.14$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08$0.20$0.13
2015Summary only. Only limited summary data is available for this year.$1.77$0.00$0.19$0.14$0.05
2014Summary only. Only limited summary data is available for this year.$1.72$0.00$0.20$0.15$0.05
2013Summary only. Only limited summary data is available for this year.$1.67$0.00$0.10$0.14$0.04
2012Summary only. Only limited summary data is available for this year.$1.71$0.00$0.01$0.14$0.13
2011Summary only. Only limited summary data is available for this year.$1.84$0.00$0.10$0.14$0.04