Civic Intelligence

James H Harless Foundation Inc.

990 • Fiscal year 2014 • EIN 23-7093387

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

P O Box 1210Gilbert, WV 25621

(304) 664-3227

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

87th percentile

29%

Faster asset growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

2355%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,079,785

Up $469,325 (+29%) from 2013

Net Assets

Up

$2,079,785

Up $469,325 (+29%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$711,851

Up $682,856 (+2355%) from 2013

Expenses

Up

$242,526

Up $191,523 (+376%) from 2013

Net Income

Up

$469,325

Up $491,333 (+2233%) from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $359,232Net Assets 2011: $359,2322011Assets 2012: $1,632,468Liabilities 2012: $0Net Assets 2012: $1,632,4682012Assets 2013: $1,610,460Liabilities 2013: $0Net Assets 2013: $1,610,4602013Assets 2014: $2,079,785Liabilities 2014: $0Net Assets 2014: $2,079,7852014Assets 2019: $7,905,264Liabilities 2019: $0Net Assets 2019: $7,905,2642019Assets 2020: $8,394,465Liabilities 2020: $0Net Assets 2020: $8,394,4652020Assets 2021: $9,194,424Liabilities 2021: $1,082Net Assets 2021: $9,193,3422021Assets 2022: $9,953,607Liabilities 2022: $1,072Net Assets 2022: $9,952,5352022Assets 2023: $10,126,722Liabilities 2023: $7,000Net Assets 2023: $10,119,7222023Assets 2024: $10,265,706Liabilities 2024: $7,305Net Assets 2024: $10,258,4012024

Highlighted filing

2014

Assets$2,079,785
Liabilities$0
Net Assets$2,079,785

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,520Expenses 2011: $114,468Net Income 2011: -$112,9482011Expenses 2012: $154,4372012Revenue 2013: $28,995Expenses 2013: $51,003Net Income 2013: -$22,0082013Revenue 2014: $711,851Expenses 2014: $242,526Net Income 2014: $469,3252014Revenue 2019: $677,044Expenses 2019: $479,367Net Income 2019: $197,6772019Revenue 2020: $878,806Expenses 2020: $389,605Net Income 2020: $489,2012020Revenue 2021: $1,240,048Expenses 2021: $441,170Net Income 2021: $798,8782021Revenue 2022: $1,225,975Expenses 2022: $466,784Net Income 2022: $759,1912022Revenue 2023: $633,928Expenses 2023: $472,981Net Income 2023: $160,9472023Revenue 2024: $919,534Expenses 2024: $791,855Net Income 2024: $127,6792024

Highlighted filing

2014

Revenue$711,851
Expenses$242,526
Net Income$469,325
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Gross Receipts
$1,120,254
Mission and Program Overview

Mission

The primary purpose of the organization is to operate exclusively for the benefit of, to perform the functions of, and to carry out the purposes of the foundation for the tri-state community, inc. And the larry joe harless community center foundation, inc.

TO OPERATE EXCLUSIVELY AS A 509(a)(3) SUPPORTING ORGANIZATION FOR THE BENEFIT OF THE LARRY JOE HARLESS COMMUNITY CENTER FOUNDATION, INC. AND THE FOUNDATION FOR THE TRI-STATE COMMUNITY, INC.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,126,752$1,523,789▲ $397,037
Land, Buildings, and Equipment, Net$446,062$450,223▲ $4,161
Savings and Temporary Cash Investments$56,977$86,967▲ $29,990
Cash and Non-Interest-Bearing Accounts$-19,535$18,806▲ $38,341
Total Assets$1,610,460$2,079,785▲ $469,325
Other Assets Total$204--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$800,000$1,233,850▲ $433,850
Unrestricted Net Assets$810,460$845,935▲ $35,475
Total Net Assets Fund Balance$1,610,460$2,079,785▲ $469,325
Total Liabilities and Net Assets / Fund Balance$1,610,460$2,079,785▲ $469,325

Asset Categories

AssetBook ValueDepreciationBasis
Land$413,300-$413,300
Other Land Buildings$36,923-$36,923
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dan R MooreDirector
Gary G WhitePres/Director
Bc Mcginnis IiiSec/Director
Sharon MurphyTreas/Director
Mary Witten WisemanVice Pres/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$632,073
Program Service Revenue
$0
Investment Income
$79,778
Other Revenue
$0
All Other Contributions
$632,073
Change in Net Assets
$469,325

Audited Revenue Reconciliation

Revenue per Audited Statements
$711,851
Total Revenue per Audited Statements
$711,851
Total Revenue per Form 990
$711,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$224,849
Other Expenses$17,677
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$224,100--$224,100
Other Expenses$0$7,665$0$7,665
Fees for Services Accounting$0$5,150$0$5,150
Fees for Services Legal$0$1,860$0$1,860
Insurance$0$1,543$0$1,543
Grants to Domestic Individuals$749--$749
Office Expenses$0$238$0$238
Total Functional Expenses$224,849$17,677$0$242,526

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$242,526
Total Expenses per Audited Statements$242,526
Total Expenses per Form 990$242,526
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ljh Community Ctr FdnGilbert, WV509(a)(2)Program Support$160,850
Fdn Tri-state CommunityAshland, KY509(a)(1)Program Support$30,000
Jamie Darrin Christian AcademyGilbert, WV508(c)(1)(A)Teacher Salaries$15,100
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
James H Harless Foundation Inc
EIN
23-7093387
Phone
3046643227
Address
P O BOX 1210, GILBERT, WV 25621

Signing Officer

Name
Gary G White
Title
President
Phone
3046643227
Signed
2015-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary G White
Formed
2002
Legal Domicile
Wv
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
James D Thornburg CPA
Address
101 BLACKBERRY HILL, BARBOURSVILLE, WV 25504
Preparer
James D Thornburg
Phone
3042084606
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

A draft of form 990 is submitted to the foundation board

Pt VI, Line 11B

For discussion and comments. If there are no changes then

Pt VI, Line 11B

The final return is issued for signature and filing

Pt VI, Line 12C

Interested persons sign off annually on conflict of

Pt VI, Line 12C

Interest disclosure statements

Pt VI, Line 19

Requested information is either picked up at the physical

Pt VI, Line 19

Address of the foundation or it is mailed

Form 990EZ, Part I, Line 16

Director and officers liability insurance annual reports interest waived on town of gilbert note rec

Form 990EZ, Part II, Line 24

Scholarship loans receivable

Form 990EZ, Part II, Line 26

NONE

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IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0550749741
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1610729266
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0IRC 509(a)(2)
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc1IRC 509(a)(1)
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0160850
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt130000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LJH C CTR FDN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1FDN FOR TRI-STATE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0190850
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0242526
IRS990ScheduleD/LandGrp/BookValueAmt0413300
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0413300
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt036923
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt036923
IRS990ScheduleD/RevenueSubtotalAmt0711851
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0450223
IRS990ScheduleD/TotalExpensesPerForm990Amt0242526
IRS990ScheduleD/TotalRevenuePerForm990Amt0711851
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0711851
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0242526
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt1160850
IRS990ScheduleI/RecipientTable/CashGrantAmt215100
IRS990ScheduleI/RecipientTable/IRCSectionDesc0509(a)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1509(a)(2)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2508(c)(1)(A)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TEACHER SALARIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FDN TRI-STATE COMMUNITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LJH COMMUNITY CTR FDN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2JAMIE DARRIN CHRISTIAN ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0610729266
IRS990ScheduleI/RecipientTable/RecipientEIN1550749741
IRS990ScheduleI/RecipientTable/RecipientEIN2800458677
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0P O BOX 2096
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1P O BOX 1210
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2P BOX 402
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ASHLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1GILBERT
IRS990ScheduleI/RecipientTable/USAddress/CityNm2GILBERT
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WV
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd125621
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0REPORTS AND MEETINGS WITH THE RECIPIENTS OF PROGRAM SUPPORT
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS SUBMITTED TO THE FOUNDATION BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOR DISCUSSION AND COMMENTS. IF THERE ARE NO CHANGES THEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINAL RETURN IS ISSUED FOR SIGNATURE AND FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INTERESTED PERSONS SIGN OFF ANNUALLY ON CONFLICT OF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTEREST DISCLOSURE STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REQUESTED INFORMATION IS EITHER PICKED UP AT THE PHYSICAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADDRESS OF THE FOUNDATION OR IT IS MAILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DIRECTOR AND OFFICERS LIABILITY INSURANCE ANNUAL REPORTS INTEREST WAIVED ON TOWN OF GILBERT NOTE REC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCHOLARSHIP LOANS RECEIVABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NONE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
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IRS990/StatesWhereCopyOfReturnIsFldCd0WV
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0800000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01233850
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01610460
IRS990/TotalAssetsEOYAmt02079785
IRS990/TotalAssetsGrp/BOYAmt01610460
IRS990/TotalAssetsGrp/EOYAmt02079785
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0632073
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017677
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0224849
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242526
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01610460
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02079785
IRS990/TotalProgramServiceExpensesAmt0224849
IRS990/TotalRevenueGrp/ExclusionAmt079778
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0711851
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01610460
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02079785
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0810460
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0845935
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 1210
IRS990/USAddress/CityNm0GILBERT
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025621
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A

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