Civic Intelligence

The Henley Foundation

990PF • Fiscal year 2020 • EIN 01-6143548

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 22, 2021

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

85th percentile

0.00x

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

2020 filings • NTEE T20Z • <$500k nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.00x

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

2020 filings • NTEE T20Z • <$500k nonprofits • Source year 2020

Net Margin

17th percentile

-243%

Higher net margin than 17% of similar nonprofits.

2020 filings • NTEE T20Z • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE T20Z • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-6.2%

Faster asset growth than 42% of similar nonprofits.

2020 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-24%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$134,790

Down $8,957 (-6.2%) from 2019

Net Assets

Down

$134,790

Down $8,957 (-6.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin17th percentile

Revenue

Down

$3,690

Down $1,172 (-24%) from 2019

Expenses

Down

$12,647

Down $1,633 (-11%) from 2019

Net Income

Up

-$8,957

Up $461 (+4.9%) from 2019

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

2020

Assets$134,790
Liabilities$0
Net Assets$134,790
Open 2020 Filing

Operations Trend

Revenue Growth42nd 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

2020

Revenue$3,690
Expenses$12,647
Net Income-$8,957
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 22, 2021
Return Version
2020v4.0
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
2021-03-22
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 Appendix351 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/RecipientUSAddress/AddressLine1Txt5PO BOX 2006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt611205 LAWYERS RD STE A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt86 GLEN COVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9UNION ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10500 SPRATT ST B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1133 CHESTNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12DAVIDSON COLLEGE BOX 890
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO BOX 2038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEST POINT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5KENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ROCKPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9ROCKPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13NEW HAVEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506757
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628227
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd804856
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd904856
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1028206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1104856
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1228035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1306521
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09702
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01761
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01761
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013832
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0438
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01796
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010023
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0321
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015593
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015272
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AGENCY FEES- COASTLINE TRUST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01752
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt314
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01752
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt314
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt062
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt062
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt023
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK E BEANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02075526103
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HENLEY FOUNDATION
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/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/PreparationDt02021-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02021-03-30T13:51:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEANE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,790
Liabilities
$0
Net assets
$134,790
Revenue
$3,690
Expenses
$12,647
Net income
-$8,957
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
Peer Organizations

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