Civic Intelligence

We Heart Harlie & Friends Foundation Inc.

990EZ • Fiscal year 2019 • EIN 46-5072425

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization Profilewww.weheartharlieandfriends.org
PO Box 29765Henrico, VA 23242

(804) 921-0821

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

58th percentile

7.4%

Higher net margin than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

19%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-9.0%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$79,994

Up $12,513 (+19%) from 2018

Net Assets

Up

$79,994

Up $12,513 (+19%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Down

$168,694

Down $16,646 (-9.0%) from 2018

Expenses

Up

$156,181

Up $35,282 (+29%) from 2018

Net Income

Down

$12,513

Down $51,928 (-81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$80K$60K$40K$20K$0Assets 2015: $7,784Liabilities 2015: $0Net Assets 2015: $7,7842015Assets 2016: $629Net Assets 2016: $6292016Assets 2017: $3,040Net Assets 2017: $3,0402017Assets 2018: $67,481Net Assets 2018: $67,4812018Assets 2019: $79,994Net Assets 2019: $79,9942019Assets 2020: $51,947Net Assets 2020: $51,9472020Assets 2021: $49,937Net Assets 2021: $49,9372021Assets 2022: $30,885Net Assets 2022: $30,8852022Assets 2023: $45,788Net Assets 2023: $45,7882023Assets 2024: $24,234Net Assets 2024: $24,2342024

Highlighted filing

2019

Assets$79,994
Liabilities-
Net Assets$79,994
Open 2019 Filing

Operations Trend

Revenue Growth35th percentile

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

$200K$100K$0-$100KRevenue 2015: $60,634Expenses 2015: $70,591Net Income 2015: -$9,9572015Revenue 2016: $95,365Expenses 2016: $102,520Net Income 2016: -$7,1552016Revenue 2017: $89,332Expenses 2017: $86,921Net Income 2017: $2,4112017Revenue 2018: $185,340Expenses 2018: $120,899Net Income 2018: $64,4412018Revenue 2019: $168,694Expenses 2019: $156,181Net Income 2019: $12,5132019Revenue 2020: $4,834Expenses 2020: $32,881Net Income 2020: -$28,0472020Revenue 2021: $28,380Expenses 2021: $30,390Net Income 2021: -$2,0102021Revenue 2022: $33,480Expenses 2022: $52,532Net Income 2022: -$19,0522022Revenue 2023: $34,242Expenses 2023: $19,339Net Income 2023: $14,9032023Revenue 2024: $52,543Expenses 2024: $74,097Net Income 2024: -$21,5542024

Highlighted filing

2019

Revenue$168,694
Expenses$156,181
Net Income$12,513
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.0
Gross Receipts
$168,694
Mission and Program Overview

Mission

To offset the financial strain of families with medically fragile children

Program Services

DescriptionGrantsExpenses
To offset the financial strain of medically fragile children.$67,600$67,600
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie CarterPresident-$0--
Jordan JacobsonVice President-$0--
Christy Staples HoltonDirector-$0--
Donna HayesDirector-$0--
Meredyth BryantDirector-$0--
Tarren LawDirector-$0--
Filing and Contact Details

Filer

Filer Name
We Heart Harlie & Friends Foundation Inc
EIN
46-5072425
Phone
8049210821
Address
PO Box 29765, Henrico, VA 23242

Signing Officer

Name
Leslie Carter
Title
Vice President
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Sarah A Fox CPA LLC
Address
12109 Morestead Court, Glen Allen, VA 23059
Preparer
Sarah A Fox CPA
Phone
8049948685
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: The Harlie Fund | Cash Amount Given: $15000”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Various | Cash Amount Given: $52600”

Other Expenses.1002

“Office Expenses $2635”

Other Expenses.1

“Gala Event $64556”

Other Expenses.2

“Turkey Trot Event $13619”

Other Expenses.3

“Cornhole Event $4311”

Other Expenses.4

“Promotional Items $3460”

Raw XML Appendix159 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08049210821
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 29765
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Glen Allen
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067481
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IRS990EZ/GrossReceiptsAmt0168694
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Leslie Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jordan Jacobson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christy Staples Holton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Donna Hayes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Meredyth Bryant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tarren Law
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt088581
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To offset the financial strain of families with medically fragile children
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To offset the financial strain of medically fragile children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt067600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0156181
IRS990EZ/TotalProgramServiceExpensesAmt067600
IRS990EZ/TotalRevenueAmt0168694
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.weheartharlieandfriends.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0168694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0184073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt089332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt095365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0598098
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0598098
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0168694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0184073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt089332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt095365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060634
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0598098
IRS990ScheduleA/TotalSupportAmt0598098
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: The Harlie Fund | Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Various | Cash Amount Given: $52600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $2635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Gala Event $64556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Turkey Trot Event $13619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Cornhole Event $4311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Promotional Items $3460
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie Carter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0We Heart Harlie & Friends Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WEHE
ReturnHeader/Filer/EIN0465072425
ReturnHeader/Filer/PhoneNum08049210821
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 29765
ReturnHeader/Filer/USAddress/CityNm0Henrico
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824190671
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sarah A Fox CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012109 Morestead Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glen Allen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023059
ReturnHeader/PreparerPersonGrp/PhoneNum08049948685
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah A Fox CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-15T05:05:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$79,994
Liabilities
-
Net assets
$79,994
Revenue
$168,694
Expenses
$156,181
Net income
$12,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.53$0.74$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.34$0.19$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.33$0.53$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.28$0.30$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.05$0.33$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.80$1.69$1.56$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.67$1.85$1.21$0.64
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.89$0.87$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.95$1.03$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.61$0.71$0.10