Civic Intelligence

The Bill and Helen Harris Charitable Education Trust

990PF • Fiscal year 2020 • EIN 26-4063516

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 27, 2022

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

99th percentile

132%

Higher net margin than 99% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$43,900

Higher top officer pay than 73% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

3rd percentile

-35%

Faster asset growth than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Down

$500,118

Down $274,270 (-35%) from 2019

Net Assets

Down

$500,118

Down $274,270 (-35%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

-$207,294

Down $298,535 (-327%) from 2019

Expenses

Up

$66,976

Up $9,500 (+17%) from 2019

Net Income

Down

-$274,270

Down $308,035 (-912%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$500,118
Liabilities$0
Net Assets$500,118

Operations Trend

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

2020

Revenue-$207,294
Expenses$66,976
Net Income-$274,270
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 27, 2022
Return Version
2019v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD R HENCKTrustee-$43,900-$43,900
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLONGWOOD UNIVERSITYTUITION FOR KAYLA CUNNINGHAMPUBLICFARMVILLE, VA, US$4,000
Paid GrantOLD DOMINION UNIVERSITYTUITION FOR ALICIA FIGGINSPUBLICNORFOLK, VA, US$2,000
Paid GrantGEORGE MASON UNIVERSITYTUITION FOR RACHAEL LA DOUCEURPUBLICFAIRFAX, VA, US$1,500
Paid GrantLONGWOOD UNIVERSITYTUITION FOR JACLYN HULLISPUBLICFARMVILLE, VA, US$1,000
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
2022-01-27
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 Appendix368 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/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/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TUITION FOR RACHAEL LA DOUCEUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TUITION FOR KAYLA CUNNINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TUITION FOR JACLYN HULLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TUITION FOR ALICIA FIGGINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GEORGE MASON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LONGWOOD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LONGWOOD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OLD DOMINION UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04400 UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1201 HIGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2201 HIGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35115 HAMPTON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FAIRFAX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FARMVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FARMVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123909
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223909
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd323529
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08500
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/AppliedToCurrentYearAmt020381
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010069
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013102
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010069
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REPAIRS/MAINTENANCE-REAL PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01610
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11094
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21617
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt376
TaxesSchedule/TaxesDetail/Amt03404
TaxesSchedule/TaxesDetail/Amt1180
TaxesSchedule/TaxesDetail/Amt2184
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/NetInvestmentIncomeAmt2184
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD R HENCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05406721062
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-27
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/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/ReturnTs02022-02-03T12:13:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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