Civic Intelligence

Bill and Helen Harris Charitable Education Trust

EIN 26-4063516 • Wirtz, VA

773 3 Quarter Point RoadWirtz, VA 24184
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

18th percentile

-40%

Higher net margin than 18% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$53,390

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 90.5% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

45th percentile

-5.2%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

5.3%

Faster revenue growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$432,052

Down $23,765 (-5.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$432,052

Down $23,765 (-5.2%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin18th percentile

Revenue

Up

$58,992

Up $2,985 (+5.3%) from 2024

Expenses

Up

$82,757

Up $22,832 (+38%) from 2024

Net Income

Down

-$23,765

Down $19,847 (-507%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$432,052
Liabilities$0
Net Assets$432,052
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$58,992
Expenses$82,757
Net Income-$23,765
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$432,052
Liabilities
$0
Net assets
$432,052
Revenue
$58,992
Expenses
$82,757
Net income
-$23,765
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 2, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD R HENCKTrustee-$53,390-$53,390
Filing and Contact Details

Filer

Filer Name
Bill and Helen Harris Charitable
EIN
26-4063516
Phone
8042402874
Address
773 3 QUARTER POINT ROAD, WIRTZ, VA 24184

Signing Officer

Name
Donald R Henck
Title
Trustee
Signed
2025-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Foti Flynn Lowen & Co PC
Address
PO Box 12765, Roanoke, VA 24028
Preparer
Robert G Jennings CPA
Phone
5403449246
Raw XML Appendix299 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/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ELIGIBILITY: INDIVIDUALS ELIGIBLE TO RECEIVE FUNDS FROM BILL & HELEN HARRIS CHARITABLE EDUCATION TRUST WILL BE SELECTED FROM CENTRAL VA 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 OF RECOMMENDATION. 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/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TUITION FOR JACLYN PADILLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TUITION FOR AUSTYN MORRIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2STUDENT AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TUITION FOR KYRA WAGG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TUITION FOR MAKALA MAHIEU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GERMANA COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSITY OF LYNCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2GALAX FOUNDATION FOR EXCELLENCE IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LIBERTY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PIEDMONT COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010000 GERMANA POINT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11501 LAKESIDE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31971 UNIVERSITY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4501 COLLEGE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FREDERICKSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LYNCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GALAX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LYNCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd124501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd224333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd324515
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422902
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028000
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/AppliedToCurrentYearAmt024048
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030647
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051858
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054695
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt027810
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030647
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0413
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0804
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD R HENCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILL AND HELEN HARRIS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0264063516
ReturnHeader/Filer/PhoneNum08042402874
ReturnHeader/Filer/USAddress/AddressLine1Txt0773 3 QUARTER POINT ROAD
ReturnHeader/Filer/USAddress/CityNm0WIRTZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024184
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208087076
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foti Flynn Lowen & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 12765
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roanoke
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024028
ReturnHeader/PreparerPersonGrp/PhoneNum05403449246
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G JENNINGS CPA
ReturnHeader/ReturnTs02025-09-02T07:13:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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