Civic Intelligence

Heart of a Warrior Foundation

990 • Fiscal year 2020 • EIN 46-3732895

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 12, 2021

6182 E US Highway 64Lexington, NC 27292

(336) 249-6001

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-382%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-74%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$181,639

Down $143,781 (-44%) from 2019

Net Assets

Down

$181,039

Down $144,381 (-44%) from 2019

Liabilities

Up

$600

Up $600 from 2019

Revenue

Down

$37,785

Down $109,827 (-74%) from 2019

Expenses

Up

$182,166

Up $64,877 (+55%) from 2019

Net Income

Down

-$144,381

Down $174,704 (-576%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $145,847Liabilities 2014: $4,650Net Assets 2014: $141,1972014Assets 2015: $193,590Liabilities 2015: $0Net Assets 2015: $193,5902015Assets 2016: $327,337Liabilities 2016: $0Net Assets 2016: $327,3372016Assets 2017: $273,384Liabilities 2017: $0Net Assets 2017: $273,3842017Assets 2018: $295,097Liabilities 2018: $0Net Assets 2018: $295,0972018Assets 2019: $325,420Liabilities 2019: $0Net Assets 2019: $325,4202019Assets 2020: $181,639Liabilities 2020: $600Net Assets 2020: $181,0392020Assets 2021: $134,728Liabilities 2021: $0Net Assets 2021: $134,7282021Assets 2022: $132,149Liabilities 2022: $0Net Assets 2022: $132,1492022Assets 2023: $125,789Liabilities 2023: $0Net Assets 2023: $125,7892023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$181,639
Liabilities$600
Net Assets$181,039

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2014: $197,263Expenses 2014: $56,066Net Income 2014: $141,1972014Revenue 2015: $95,518Expenses 2015: $43,125Net Income 2015: $52,3932015Revenue 2016: $165,911Expenses 2016: $32,164Net Income 2016: $133,7472016Revenue 2017: $162,748Expenses 2017: $216,701Net Income 2017: -$53,9532017Revenue 2018: $152,558Expenses 2018: $130,845Net Income 2018: $21,7132018Revenue 2019: $147,612Expenses 2019: $117,289Net Income 2019: $30,3232019Revenue 2020: $37,785Expenses 2020: $182,166Net Income 2020: -$144,3812020Revenue 2021: $2,738Expenses 2021: $49,049Net Income 2021: -$46,3112021Revenue 2022: $3,050Expenses 2022: $5,629Net Income 2022: -$2,5792022Revenue 2023: $1,396Expenses 2023: $7,756Net Income 2023: -$6,3602023Revenue 2024: $0Expenses 2024: $125,789Net Income 2024: -$125,7892024

Highlighted filing

2020

Revenue$37,785
Expenses$182,166
Net Income-$144,381
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 12, 2021
Return Version
2019v5.2
Gross Receipts
$40,975
Mission and Program Overview

Mission

To honor and preserve the memory of fallen navy seal, joshua thomas harris, and to provide funding to various national and local charities in his memory.

To honor and preserve memory of fallen navy seal, joshua thomas harris, and to provide funding to various national and local charities in his memory.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$325,420$181,639▼ $143,781
Total Assets$325,420$181,639▼ $143,781
Liabilities
Accounts Payable and Accrued Expenses-$600-
Total Liabilities$0$600▲ $600
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$325,420$181,039▼ $144,381
Total Net Assets Fund Balance$325,420$181,039▼ $144,381
Total Liabilities and Net Assets / Fund Balance$325,420$181,639▼ $143,781
Compensation and Service Providers

Board Members and Trustees

NameTitle
Samuel R Harris IiPresident/director
M K Harris ThomasVice President
A Lee ThomasDirector
Jake LohrDirector
Jeff BossDirector
Kole StuartDirector
Marcus a CaponeDirector
Thomas a HarrisDirector
S Ranchor Harris IiiSecretary/director
Evelyn L HarrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,946
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-2,161
Change in Net Assets
$-144,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$146,175
Other Expenses$35,991
Total Fundraising Expense$12,686
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$146,175--$146,175
Fees for Services Management-$18,245$12,164$30,409
Office Expenses-$2,678-$2,678
Travel$2,251--$2,251
Fees for Services Other--$522$522
Information Technology-$131-$131
Total Functional Expenses$148,426$21,054$12,686$182,166
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Navy Seal FoundationVirginia Beach, VA-To Assist the Foundation to Provide Immediate and Ongoing Support and Assistance to the Naval Special Warfare Community and Its Families.$90,000
Vets Veterans Exploring Treatment Solutions IncSouthlake, TX-To End the Veteran Suicide Epidemic by Providing Resources, Research, and Advocacy for US Military Veterans Seeking Psychedelic-assisted Therapies for Tbi, Ptsd, Addiction, and Other Mental Health Conditions.$40,000
Home Front K9 Project IncPaisley, FL-To Provide Special Forces Familes and Disabled Veterans With K9 Companions.$15,000
The Amen ClinicCosta Mesa, CA-To Assist Patients With Struggling Neurological Issues Get a New Chance at Life.$675
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,190
Fundraising Gross Income$1,029
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$5,600$875-$875
Auction$1,000$154$2,299$-2,145
Total Events$40,975$1,029$3,190$-2,161
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Samuel r harris ii mary-maria kirstin harris thomas president vice-president family samuel r harris ii andrew lee thomas president treasurer family samuel r harris ii samuel ranchor harris iii president secretary family samuel r harris ii thomas alfred harris president director family mary-maria kristin harris thomas andrew lee thomas vice-president treasurer family mary-maria kristin harris thomas samuel ranchor harris iii vice-president secretary family mary-maria kristin harris thomas thomas alfred harris vice-president director family samuel ranchor harris iii thomas alfred harris secretary director family samuel ranchor harris iii andrew lee thomas secretary treasurer family

Form 990, Part VI, Section B, Line 11B

Form 990 is made available to all board members before filing the return. If the board is satisfied with the return, an officer signs the return and it is filed.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Heart of a Warrior Foundation
EIN
46-3732895
Phone
3362496001
Address
6182 E US HIGHWAY 64, LEXINGTON, NC 27292

Signing Officer

Name
Samuel R Harris Ii
Title
President/director
Phone
3362496001
Signed
2021-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samuel R Harris Ii
Formed
2013
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Smith Leonard Pllc
Address
11 SHOAF STREET, LEXINGTON, NC 27292
Preparer
Maria a Williamson
Phone
3362432772
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt01029
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2161
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0840
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03139
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02299
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt090000
IRS990ScheduleI/RecipientTable/CashGrantAmt1675
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt340000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST THE FOUNDATION TO PROVIDE IMMEDIATE AND ONGOING SUPPORT AND ASSISTANCE TO THE NAVAL SPECIAL WARFARE COMMUNITY AND ITS FAMILIES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO ASSIST PATIENTS WITH STRUGGLING NEUROLOGICAL ISSUES GET A NEW CHANCE AT LIFE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO PROVIDE SPECIAL FORCES FAMILES AND DISABLED VETERANS WITH K9 COMPANIONS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO END THE VETERAN SUICIDE EPIDEMIC BY PROVIDING RESOURCES, RESEARCH, AND ADVOCACY FOR US MILITARY VETERANS SEEKING PSYCHEDELIC-ASSISTED THERAPIES FOR TBI, PTSD, ADDICTION, AND OTHER MENTAL HEALTH CONDITIONS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NAVY SEAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE AMEN CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HOME FRONT K9 PROJECT INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3VETS VETERANS EXPLORING TREATMENT SOLUTIONS INC
IRS990ScheduleI/RecipientTable/RecipientEIN0311728910
IRS990ScheduleI/RecipientTable/RecipientEIN1471213066
IRS990ScheduleI/RecipientTable/RecipientEIN2811041878
IRS990ScheduleI/RecipientTable/RecipientEIN3841956561
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01619 D STREET BLDG 5326
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13150 BRISTOL STREET SUITE 400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt246600 DEEP WOODS RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 92040
IRS990ScheduleI/RecipientTable/USAddress/CityNm0VIRGINIA BEACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm1COSTA MESA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PAISLEY
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SOUTHLAKE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd023459
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192626
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd232767
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd376092
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SAMUEL R HARRIS II MARY-MARIA KIRSTIN HARRIS THOMAS PRESIDENT VICE-PRESIDENT FAMILY SAMUEL R HARRIS II ANDREW LEE THOMAS PRESIDENT TREASURER FAMILY SAMUEL R HARRIS II SAMUEL RANCHOR HARRIS III PRESIDENT SECRETARY FAMILY SAMUEL R HARRIS II THOMAS ALFRED HARRIS PRESIDENT DIRECTOR FAMILY MARY-MARIA KRISTIN HARRIS THOMAS ANDREW LEE THOMAS VICE-PRESIDENT TREASURER FAMILY MARY-MARIA KRISTIN HARRIS THOMAS SAMUEL RANCHOR HARRIS III VICE-PRESIDENT SECRETARY FAMILY MARY-MARIA KRISTIN HARRIS THOMAS THOMAS ALFRED HARRIS VICE-PRESIDENT DIRECTOR FAMILY SAMUEL RANCHOR HARRIS III THOMAS ALFRED HARRIS SECRETARY DIRECTOR FAMILY SAMUEL RANCHOR HARRIS III ANDREW LEE THOMAS SECRETARY TREASURER FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS BEFORE FILING THE RETURN. IF THE BOARD IS SATISFIED WITH THE RETURN, AN OFFICER SIGNS THE RETURN AND IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0325420
IRS990/TotalAssetsEOYAmt0181639
IRS990/TotalAssetsGrp/BOYAmt0325420
IRS990/TotalAssetsGrp/EOYAmt0181639
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt039946
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012686
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021054
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0148426
IRS990/TotalFunctionalExpensesGrp/TotalAmt0182166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0600
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0600
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0325420
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0181039
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0148426
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-2161
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt037785
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0325420
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0181639
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02251
IRS990/TravelGrp/TotalAmt02251
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06182 E US HWY 64
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027292
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL R HARRIS II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03362496001
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEART OF A WARRIOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0463732895
ReturnHeader/Filer/PhoneNum03362496001
ReturnHeader/Filer/USAddress/AddressLine1Txt06182 E US HIGHWAY 64
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027292
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205907591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH LEONARD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 SHOAF STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027292
ReturnHeader/PreparerPersonGrp/PhoneNum03362432772
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIA A WILLIAMSON
ReturnHeader/ReturnTs02021-02-16T14:18:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30

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