Civic Intelligence

Creel-Harison Foundation Inc.

990PF • Fiscal year 2018 • EIN 22-3875267

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 17, 2019

Organization Profile
PO Box 669Augusta, GA 30903

(706) 729-2001

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$47,500

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

85th percentile

21%

Faster asset growth than 85% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

166%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$9,121,148

Up $1,556,342 (+21%) from 2017

Net Assets

Up

$9,119,955

Up $1,557,335 (+21%) from 2017

Liabilities

Down

$1,193

Down $993 (-45%) from 2017

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin91st percentile

Revenue

Up

$2,727,390

Up $1,701,746 (+166%) from 2017

Expenses

Up

$1,170,055

Up $16,185 (+1.4%) from 2017

Net Income

Up

$1,557,335

Up $1,685,561 (+1315%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,673,004Liabilities 2010: $840Net Assets 2010: $9,672,1642010Assets 2011: $9,201,899Liabilities 2011: $2,328Net Assets 2011: $9,199,5712011Assets 2012: $8,847,304Liabilities 2012: $10,349Net Assets 2012: $8,836,9552012Assets 2013: $8,315,983Liabilities 2013: $13,739Net Assets 2013: $8,302,2442013Assets 2014: $8,320,328Liabilities 2014: $12,894Net Assets 2014: $8,307,4342014Assets 2015: $7,915,946Liabilities 2015: $11,056Net Assets 2015: $7,904,8902015Assets 2016: $7,692,094Liabilities 2016: $1,248Net Assets 2016: $7,690,8462016Assets 2017: $7,564,806Liabilities 2017: $2,186Net Assets 2017: $7,562,6202017Assets 2018: $9,121,148Liabilities 2018: $1,193Net Assets 2018: $9,119,9552018Assets 2019: $11,610,519Liabilities 2019: $155Net Assets 2019: $11,610,3642019Assets 2020: $12,745,523Liabilities 2020: $1,452Net Assets 2020: $12,744,0712020Assets 2021: $13,579,646Liabilities 2021: $1,248Net Assets 2021: $13,578,3982021Assets 2022: $13,833,301Liabilities 2022: $1,248Net Assets 2022: $13,832,0532022Assets 2023: $13,192,979Liabilities 2023: $624Net Assets 2023: $13,192,3552023Assets 2024: $13,661,404Liabilities 2024: $727Net Assets 2024: $13,660,6772024

Highlighted filing

2018

Assets$9,121,148
Liabilities$1,193
Net Assets$9,119,955
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $921,3352010Expenses 2011: $956,6682011Expenses 2012: $1,046,1902012Revenue 2013: $481,667Expenses 2013: $1,016,378Net Income 2013: -$534,7112013Revenue 2014: $1,089,133Expenses 2014: $1,083,943Net Income 2014: $5,1902014Revenue 2015: $775,114Expenses 2015: $1,177,658Net Income 2015: -$402,5442015Revenue 2016: $829,798Expenses 2016: $1,043,842Net Income 2016: -$214,0442016Revenue 2017: $1,025,644Expenses 2017: $1,153,870Net Income 2017: -$128,2262017Revenue 2018: $2,727,390Expenses 2018: $1,170,055Net Income 2018: $1,557,3352018Revenue 2019: $3,698,441Expenses 2019: $1,218,032Net Income 2019: $2,480,4092019Revenue 2020: $2,402,099Expenses 2020: $1,268,392Net Income 2020: $1,133,7072020Revenue 2021: $2,140,301Expenses 2021: $1,305,974Net Income 2021: $834,3272021Revenue 2022: $1,809,717Expenses 2022: $1,556,062Net Income 2022: $253,6552022Revenue 2023: $859,056Expenses 2023: $1,498,754Net Income 2023: -$639,6982023Revenue 2024: $2,013,695Expenses 2024: $1,545,373Net Income 2024: $468,3222024

Highlighted filing

2018

Revenue$2,727,390
Expenses$1,170,055
Net Income$1,557,335
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBBIE T WHITEDirectorPT$47,500-$47,500
PAMELA JAMES DOUMARTrustee-$10,000-$10,000
PHIL S HARISON JRTrustee-$10,000-$10,000
MARY ANNE PLUNKETTTrustee-$10,000-$10,000
FRED SIMS JRTrustee-$10,000-$10,000
ELEANOR H TAYLORTrustee-$10,000-$10,000
CLINT BRYANTTrustee-$2,500-$2,500
MARK MAUNDTrustee-$2,500-$2,500
JULIE M HARISON RESIGNEDTrustee-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Creel-harison Foundation Inc
EIN
22-3875267
Phone
7067292001
Address
PO BOX 669, AUGUSTA, GA 30903

Signing Officer

Name
Phil Harison Jr
Title
President
Phone
7067243550
Signed
2019-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
1029 GREENE STREET, AUGUSTA, GA 30901
Preparer
Elizabeth Morrison
Phone
7067243557
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4SECRETARY DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5CREDENZA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6DESK TOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc84 CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10SCHUMACHER FABRIC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11PAYNE WALLPAPER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12BRUNSCHWIG & GIL FABRIC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13CLARENCE HOUSE WALLPAPER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14MASLAND CARPET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15MITCHELL DESIGNS GRASSCL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16DRAPERIES W/CORNICES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18TELEPHONE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20SILK FICUS TREE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21PICTURE FRAME
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22SHADE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24TABLE & LAMP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26CARPET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27PAINTINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30LEASEHOLD IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc311424 WALTON WAY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32CONSOLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35FAX
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36APPLE COMUPTER, SOFTWARE, EXTERNAL HARD DRIVE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CHARLES SCHWAB (4007-1727) - CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1EATON VANCE FLOATING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BLACKROCK TOTAL RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3OPPENHEIMER DEVELOPING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01958044
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1400000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2600000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3200000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01933955
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1385485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2602661
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3169320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03617931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11204864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2250000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013903914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11622189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2215868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB (4007-1727) - STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CHARLES SCHWAB (4007-1727) -EXCHANGE TRADED FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MFS INTL VALUE CL
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0473902
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02189811
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt040827
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt022850
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02727390
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02727390
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02189811
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt078750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt026250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0105000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0834711
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0834711
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt08745
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt08745
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0473902
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0473902
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01557335
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt022850
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt022850
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03772302
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt040827
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt040827
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt055424
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt018475
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt073899
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02189811
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02564786
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt022850
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt05674
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01891
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07565
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04923
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01642
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06565
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0101450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0101450
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02763
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0920
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt03683
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03182
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt023440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0987193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0162604
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01170055
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02727390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02727390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0152482
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0162604
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0335344
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0148
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42003-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52004-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62006-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72006-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82002-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92005-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102005-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112007-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122000-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132005-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142007-02-08

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,121,148
Liabilities
$1,193
Net assets
$9,119,955
Revenue
$2,727,390
Expenses
$1,170,055
Net income
$1,557,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$2.01$1.55$0.47
2023Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.86$1.50$0.64
2022Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$1.81$1.56$0.25
2021Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$2.14$1.31$0.83
2020Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$2.40$1.27$1.13
2019Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$3.70$1.22$2.48
2018Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$2.73$1.17$1.56
2017Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$1.03$1.15$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.83$1.04$0.21
2015Detailed filing. Detailed filing data is available for this year.$7.92$0.01$7.90$0.78$1.18$0.40
2014Detailed filing. Detailed filing data is available for this year.$8.32$0.01$8.31$1.09$1.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$8.32$0.01$8.30$0.48$1.02$0.53
2012Detailed filing. Detailed filing data is available for this year.$8.85$0.01$8.84$1.05
2011Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$0.96
2010Detailed filing. Detailed filing data is available for this year.$9.67$0.00$9.67$0.92
Peer Organizations

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