Civic Intelligence

Charles W Harris Foundation

990PF • Fiscal year 2020 • EIN 26-4536771

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 17, 2021

Organization Profile
5319 S Lewis Suite 110Tulsa, OK 74105

(918) 665-1919

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

5th percentile

-138%

Higher net margin than 5% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

30th percentile

-0.2%

Faster asset growth than 30% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-13%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$11,225,778

Down $18,891 (-0.2%) from 2019

Net Assets

Down

$11,225,778

Down $18,891 (-0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin5th percentile

Revenue

Down

$13,720

Down $2,031 (-13%) from 2019

Expenses

Down

$32,611

Down $15,890 (-33%) from 2019

Net Income

Up

-$18,891

Up $13,859 (+42%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,681Liabilities 2011: $0Net Assets 2011: $2,6812011Assets 2012: $2,470Liabilities 2012: $0Net Assets 2012: $2,4702012Assets 2013: $2,469Liabilities 2013: $0Net Assets 2013: $2,4692013Assets 2014: $2,469Liabilities 2014: $0Net Assets 2014: $2,4692014Assets 2018: $11,277,419Liabilities 2018: $0Net Assets 2018: $11,277,4192018Assets 2019: $11,244,669Liabilities 2019: $0Net Assets 2019: $11,244,6692019Assets 2020: $11,225,778Liabilities 2020: $0Net Assets 2020: $11,225,7782020Assets 2021: $11,805,051Liabilities 2021: $0Net Assets 2021: $11,805,0512021Assets 2022: $10,924,158Liabilities 2022: $0Net Assets 2022: $10,924,1582022Assets 2023: $10,344,570Liabilities 2023: $0Net Assets 2023: $10,344,5702023Assets 2024: $10,185,444Liabilities 2024: $0Net Assets 2024: $10,185,4442024

Highlighted filing

2020

Assets$11,225,778
Liabilities$0
Net Assets$11,225,778
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,7402011Expenses 2012: $2,2112012Revenue 2013: $1,710Expenses 2013: $1,711Net Income 2013: -$12013Revenue 2014: $1,725Expenses 2014: $1,725Net Income 2014: $02014Revenue 2018: $11,275,000Expenses 2018: $250Net Income 2018: $11,274,7502018Revenue 2019: $15,751Expenses 2019: $48,501Net Income 2019: -$32,7502019Revenue 2020: $13,720Expenses 2020: $32,611Net Income 2020: -$18,8912020Revenue 2021: $608,156Expenses 2021: $28,883Net Income 2021: $579,2732021Revenue 2022: -$63,681Expenses 2022: $817,212Net Income 2022: -$880,8932022Revenue 2023: $196,600Expenses 2023: $776,188Net Income 2023: -$579,5882023Revenue 2024: $572,763Expenses 2024: $731,889Net Income 2024: -$159,1262024

Highlighted filing

2020

Revenue$13,720
Expenses$32,611
Net Income-$18,891
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH A KERSEYPresident-$0--
ROBYN OWENSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Charles W Harris Foundation
EIN
26-4536771
Phone
9186651919
Address
5319 S LEWIS SUITE 110, TULSA, OK 74105

Signing Officer

Name
Elizabeth a Kersey
Title
President
Signed
2021-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Gates Winden & Associates Pc
Address
1924 S UTICA AVE STE 710, TULSA, OK 74104
Preparer
Patricia S Gates CPA
Phone
9187450297
Raw XML Appendix285 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT REGARDING OWNERSHIP IN CONTROLLED ENTITYPART VII-A, QUESTION 11ON DECEMBER 7, 2018, 100% OF THE STOCK OF TRANSPORTATION LEASING COMPANY WAS ACQUIRED BY BEQUEST FROM THE CHARLES W. HARRIS ESTATE. TRANSPORTATION LEASING COMPANYEIN: 73-07071355319 S LEWIS SUITE 110TULSA, OK 74105THE CONTROLLED ENTITY IS AN EXCESS BUSINESS HOLDING. THE FOUNDATION PLANS TO DISPOSE OF ITS INTEREST IN THE COMPANY WITHIN 5 YEARS TO AVOID THE EXCESS BUSINESS HOLDINGS TAX.MINIMUM INVESTMENT RETURNPART XCLOSELY HELD STOCK OWNED (BELOW) BY A DECEDENT WAS BEQUEATHED TO THE FOUNDATION. THE STOCK MAY NOT BE SOLD UNTIL THE ESTATE IS TERMINATED FOR FEDERAL INCOME TAX PURPOSES. THE FORM 706, ESTATE TAX RETURN, WAS FILED IN FEBRUARY 2019. EXECUTOR HAS REQUESTED AN IRS RELEASE LETTER FOR THE ESTATE BUT HAS YET TO RECEIVE IT. THE beneficial interest is still considered excludable from MINIMUM INVESTMENT RETURN calculations even though the foundation follows FASB ASC 958 and is required to include the assets on its balance sheet. ONCE LIQUIDATED, THE ASSETS WILL BE USED FOR CHARITABLE PURPOSES.TRANSPORTATION LEASING COMPANY100% OWNERSHIPVALUE: $10,775,000EIN: 73-07071355319 S LEWIS SUITE 110TULSA, OK 74105
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0913
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt024087
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022813
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021900
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024087
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0793
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03538
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03538
TaxesSchedule/TaxesDetail/Amt0366
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH A KERSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES W HARRIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0264536771
ReturnHeader/Filer/PhoneNum09186651919
ReturnHeader/Filer/USAddress/AddressLine1Txt05319 S LEWIS SUITE 110
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202504265
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GATES WINDEN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01924 S UTICA AVE STE 710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074104
ReturnHeader/PreparerPersonGrp/PhoneNum09187450297
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA S GATES CPA
ReturnHeader/ReturnTs02021-08-18T08:54:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KERSEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,225,778
Liabilities
$0
Net assets
$11,225,778
Revenue
$13,720
Expenses
$32,611
Net income
-$18,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.57$0.73$0.16
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.20$0.78$0.58
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.06$0.82$0.88
2021Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.61$0.03$0.58
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.01$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.02$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$11.3$0.00$11.3
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00