Civic Intelligence

The Bill and Helen Harris Charitable Education Trust

990PF • Fiscal year 2019 • EIN 26-4063516

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 04, 2019

Organization Profile
PO Box 56Somerset, VA 22972

(540) 672-1062

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$43,380

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 47.5% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

197%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$774,388

Up $12,032 (+1.6%) from 2018

Net Assets

Up

$774,388

Up $12,032 (+1.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin86th percentile

Revenue

Up

$91,241

Up $60,514 (+197%) from 2018

Expenses

Down

$57,476

Down $46,848 (-45%) from 2018

Net Income

Up

$33,765

Up $107,362 (+146%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.0M$500K$0Assets 2017: $838,295Liabilities 2017: $0Net Assets 2017: $838,2952017Assets 2018: $762,356Liabilities 2018: $0Net Assets 2018: $762,3562018Assets 2019: $774,388Liabilities 2019: $0Net Assets 2019: $774,3882019Assets 2020: $500,118Liabilities 2020: $0Net Assets 2020: $500,1182020Assets 2021: $480,133Liabilities 2021: $0Net Assets 2021: $480,1332021Assets 2022: $478,852Liabilities 2022: $0Net Assets 2022: $478,8522022Assets 2023: $459,735Liabilities 2023: $0Net Assets 2023: $459,7352023Assets 2024: $455,817Liabilities 2024: $0Net Assets 2024: $455,8172024Assets 2025: $432,052Liabilities 2025: $0Net Assets 2025: $432,0522025

Highlighted filing

2019

Assets$774,388
Liabilities$0
Net Assets$774,388
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100K-$200K-$300KRevenue 2017: $13,893Expenses 2017: $73,413Net Income 2017: -$59,5202017Revenue 2018: $30,727Expenses 2018: $104,324Net Income 2018: -$73,5972018Revenue 2019: $91,241Expenses 2019: $57,476Net Income 2019: $33,7652019Revenue 2020: -$207,294Expenses 2020: $66,976Net Income 2020: -$274,2702020Revenue 2021: $28,176Expenses 2021: $48,161Net Income 2021: -$19,9852021Revenue 2022: $85,540Expenses 2022: $86,821Net Income 2022: -$1,2812022Revenue 2023: $30,968Expenses 2023: $50,085Net Income 2023: -$19,1172023Revenue 2024: $56,007Expenses 2024: $59,925Net Income 2024: -$3,9182024Revenue 2025: $58,992Expenses 2025: $82,757Net Income 2025: -$23,7652025

Highlighted filing

2019

Revenue$91,241
Expenses$57,476
Net Income$33,765
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD R HENCKTrustee-$43,380-$43,380
Filing and Contact Details

Filer

Filer Name
Bill and Helen Harris Charitable
EIN
26-4063516
Phone
5406721062
Address
PO BOX 56, SOMERSET, VA 22972

Signing Officer

Name
Donald R Henck
Title
Trustee
Phone
5406721062
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
The Tax Complex Lc
Address
1650 WILLOW LAWN DR STE 200, RICHMOND, VA 23230-3435
Preparer
Scott a Beavers
Phone
8042822444
Raw XML Appendix364 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/StatementsRegardingActyGrp/PhoneNum05406721062
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION PROCEDURE: I. APPLICATION FORMS ARE AVAILABLE FROM THE SCHOOL GUIDANCE DEPARTMENT IN CENTRAL VIRGINIA HIGH SCHOOLS. 2. EACH APPLICANT SHOULD REQUEST A TRANSCRIPT TO BE INCLUDED WITH THE APPLICATION. 3. APPLICANTS MUST WRITE A SHORT STATEMENT (NO MORE THAN 500 WORDS) WHICH SUMMARIZES INFORMATION ABOUT THEIR GOALS, FINANCIAL NEEDS AND COMMUNITY SERVICE AS SHOWN ON THE APPLICATION FORM. 4. A SCHOLARSHIP FINANCIAL FORRN SHOULD BE INCLUDED. 5. TWO LETTERS OF RECOMMENDATION. ONLY ONE MAY BE FROM A TEACHER OR SCHOOL ADMINISTRATOR. 6. ANY OTHER RELEVANT DOCUMENTS REQUIRED BY THE HIGH SCHOOL APPLICATION PROCESS SHOULD BE INCLUDED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DONALD R HENCK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05406721062
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 56
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SOMERSET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd022972
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ELIGIBILITY: INDIVIDUALS ELIGIBLE TO RECEIVE FUNDS FROM BILL AND HELEN HARRIS CHARITABLE EDUCATION TRUST WILL BE SELECTED FROM CENTRAL VIRGINIA HIGH SCHOOLS, AND WILL BE LIMITED TO HIGHER EDUCATION PROGRAMS WITHIN THE 50 UNITED STATES. SPECIFIC CRITERIA FOR ELIGIBILITY: 1. HIGH SCHOOL GPA OF 2.5 OR BETTER ON A 4.0 SCALE. 2. HAVE ENGAGED IN COMMUNITY SERVICE OF A SIGNIFICANT NATURE. 3. GOOD CHARACTER AS SHOWN THROUGH LETTERS OFRECOMMENDATION. 4. HAVE DEMONSTRATED FINANCIAL NEED. 5. WILL BE PURSUING AN UNDERGRADUATE OR ASSOCIATE DEGREE OR DIPLOMA AT A RECOGNIZED JUNIOR COLLEGE, COLLEGE, UNIVERSITY OR TRADE SCHOOL. SCHOLARSHIP RECIPIENTS MUST MAINTAIN A 2.5 GPA. THE RECIPIENTS WILL BE REQUIRED TO MEET WITH THE TRUST'S EXECUTIVE DIRECTOR ANNUALLY TO DELIVER THEIR RENEWAL REQUEST & TO REVIEW THEIR PROGRESS. THE TRUST SHALL RECEIVE AS PART OF THE RENEWAL PROCESS A VERIFIED REPORT FROM THE EDUCATIONAL INSTITUTION AT LEAST ONCE EACH YEAR TO CONFIRM THE STUDENT'S ACADEMIC STATUS & ELIGIBILITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TUITION FOR CARL WIMMER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GEORGE MASON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04400 UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FAIRFAX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022030
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021476
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05214
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026690
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010069
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05214
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HELEN HARRIS REVOCABLE TRUST UA 32601
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 56
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SOMERSET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022972
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt065226
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt065226
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0487 SHS MO - $25,061; 750 SHS DNP - $8,164; 243 SHS PM - $ 18,061; 248 SHS VZ - $13,940
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt021733
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUST CONTRIBUTION OF SECURITIES TO TAX COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REPAIRS/MAINTENANCE-REAL PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0670
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03590
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03590
TaxesSchedule/TaxesDetail/Amt01836
TaxesSchedule/TaxesDetail/Amt1520
TaxesSchedule/TaxesDetail/Amt2169
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2169
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD R HENCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05406721062
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILL AND HELEN HARRIS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0264063516
ReturnHeader/Filer/PhoneNum05406721062
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 56
ReturnHeader/Filer/USAddress/CityNm0SOMERSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022972
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DCC7256C2482AF3A81F726A6538E36811877B9A7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.163.199.1
ReturnHeader/FilingSecurityInformation/IPDt02019-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:28:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541757954
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE TAX COMPLEX LC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01650 WILLOW LAWN DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0232303435
ReturnHeader/PreparerPersonGrp/PhoneNum08042822444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A BEAVERS
ReturnHeader/ReturnTs02019-11-12T09:41:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$774,388
Liabilities
$0
Net assets
$774,388
Revenue
$91,241
Expenses
$57,476
Net income
$33,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.59$0.83$0.24
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.56$0.60$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.31$0.50$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.86$0.87$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.28$0.48$0.20
2020Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$2.07$0.67$2.74
2019Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.91$0.57$0.34
2018Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.31$1.04$0.74
2017Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.14$0.73$0.60