Civic Intelligence

Columbian Harmony Capital Acct 610004061

EIN 52-6039286 • 501(c)13 • Richmond, VA

Profile

A federal judge required the society to assure the perpetual care of the harmony section of national harmony memorial park

9030 Stony Point Parkway Ste 300Richmond, VA 23235

n/A

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

34%

Higher net margin than 58% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$8,000

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Asset Growth

24th percentile

1.3%

Faster asset growth than 24% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

22%

Faster revenue growth than 59% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,844,403

Up $50,183 (+1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,844,403

Up $50,183 (+1.3%) from 2023

Revenue

Up

$145,605

Up $25,856 (+22%) from 2023

Expenses

Up

$95,707

Up $10,563 (+12%) from 2023

Net Income

Up

$49,898

Up $15,293 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,477,220Liabilities 2011: $0Net Assets 2011: $3,477,2202011Assets 2012: $3,533,872Liabilities 2012: $0Net Assets 2012: $3,533,8722012Assets 2013: $3,721,705Liabilities 2013: $0Net Assets 2013: $3,721,7052013Assets 2014: $3,781,656Liabilities 2014: $0Net Assets 2014: $3,781,6562014Assets 2015: $3,643,253Liabilities 2015: $0Net Assets 2015: $3,643,2532015Assets 2016: $3,726,575Liabilities 2016: $0Net Assets 2016: $3,726,5752016Assets 2017: $4,075,642Liabilities 2017: $0Net Assets 2017: $4,075,6422017Assets 2018: $3,851,394Liabilities 2018: $3,851,394Net Assets 2018: $02018Assets 2019: $4,399,833Liabilities 2019: $4,399,833Net Assets 2019: $02019Assets 2020: $4,764,019Liabilities 2020: $0Net Assets 2020: $4,764,0192020Assets 2021: $3,753,270Liabilities 2021: $0Net Assets 2021: $3,753,2702021Assets 2022: $3,759,758Liabilities 2022: $0Net Assets 2022: $3,759,7582022Assets 2023: $3,794,220Liabilities 2023: $0Net Assets 2023: $3,794,2202023Assets 2024: $3,844,403Liabilities 2024: $0Net Assets 2024: $3,844,4032024

Highlighted filing

2024

Assets$3,844,403
Liabilities$0
Net Assets$3,844,403

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $147,856Expenses 2011: $135,842Net Income 2011: $12,0142011Revenue 2012: $119,172Expenses 2012: $106,709Net Income 2012: $12,4632012Revenue 2013: $107,172Expenses 2013: $106,271Net Income 2013: $9012013Revenue 2014: $119,838Expenses 2014: $126,182Net Income 2014: -$6,3442014Revenue 2015: $108,235Expenses 2015: $111,481Net Income 2015: -$3,2462015Revenue 2016: $113,759Expenses 2016: $109,098Net Income 2016: $4,6612016Revenue 2017: $111,211Expenses 2017: $90,672Net Income 2017: $20,5392017Revenue 2018: $0Expenses 2018: $110,482Net Income 2018: -$110,4822018Revenue 2019: $120,102Expenses 2019: $116,050Net Income 2019: $4,0522019Revenue 2020: $111,899Expenses 2020: $95,349Net Income 2020: $16,5502020Revenue 2021: $297,451Expenses 2021: $97,416Net Income 2021: $200,0352021Revenue 2022: $108,092Expenses 2022: $99,570Net Income 2022: $8,5222022Revenue 2023: $119,749Expenses 2023: $85,144Net Income 2023: $34,6052023Revenue 2024: $145,605Expenses 2024: $95,707Net Income 2024: $49,8982024

Highlighted filing

2024

Revenue$145,605
Expenses$95,707
Net Income$49,898

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.15$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.12$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.11$0.10$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.30$0.10$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.11$0.10$0.02
2019Summary only. Only limited summary data is available for this year.$4.40$4.40$0.00$0.12$0.12$0.00
2018Summary only. Only limited summary data is available for this year.$3.85$3.85$0.00$0.00$0.11$0.11
2017Summary only. Only limited summary data is available for this year.$4.08$0.00$4.08$0.11$0.09$0.02
2016Summary only. Only limited summary data is available for this year.$3.73$0.00$3.73$0.11$0.11$0.00
2015Summary only. Only limited summary data is available for this year.$3.64$0.00$3.64$0.11$0.11$0.00
2014Summary only. Only limited summary data is available for this year.$3.78$0.00$3.78$0.12$0.13$0.01
2013Summary only. Only limited summary data is available for this year.$3.72$0.00$3.72$0.11$0.11$0.00
2012Summary only. Only limited summary data is available for this year.$3.53$0.00$3.53$0.12$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$3.48$0.00$3.48$0.15$0.14$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 16, 2025
Return Version
2024v5.1
Gross Receipts
$461,384
Mission and Program Overview

Mission

A federal judge required the society to assure the perpetual care of the harmony section of national harmony memorial park

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,651,216$3,663,335▲ $12,119
Savings and Temporary Cash Investments$143,004$181,068▲ $38,064
Total Assets$3,794,220$3,844,403▲ $50,183
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,794,220$3,844,403▲ $50,183
Total Net Assets Fund Balance$3,794,220$3,844,403▲ $50,183
Total Liabilities and Net Assets / Fund Balance$3,794,220$3,844,403▲ $50,183
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Benjamin LambertonParliamentarianPT$8,000$8,000
Caspa L Harris IiiTreasurerPT$8,000$8,000
Julia a IvesDirectorPT$8,000$8,000
Lauret SavoyDirectorPT$8,000$8,000
Patricia C SlubySecretaryPT$8,000$8,000
Wallace P WormleyChair & PresidentPT$8,000$8,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$145,605
Other Revenue
$0
Change in Net Assets
$49,898
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$48,000
Other Expenses$47,707
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$48,000-$48,000
Fees for Service Investment Mgmnt Fees-$42,275-$42,275
Insurance-$1,949-$1,949
Fees for Services Other-$1,914-$1,914
Fees for Services Accounting-$1,200-$1,200
All Other Expenses-$369-$369
Total Functional Expenses$0$95,707$0$95,707
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

Organization has 6 voting members who independently vote.

Form 990, Page 6, Part VI, Line 2

Patricia C. Sluby - mother & Julia A. Ives - daughter

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

Meeting minutes are always taken by the secretary, Patricia C. Sluby. Minutes available upon request

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

No documents for committees with authority to act on behalf of the governing body

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Independent review by each member. Comments provided to President

Form 990, Page 6, Part VI, Line 18

Upon Request

Form 990, Page 6, Part VI, Line 19

Upon Request

Filing and Contact Details

Filer

Filer Name
Columbian Harmony Capital Acct 610004061
EIN
52-6039286
Phone
5408823638
Address
9030 STONY POINT PARKWAY STE 300, RICHMOND, VA 23235

Signing Officer

Name
Wallace P Wormley
Title
President
Phone
5408823638
Signed
2025-05-16

Organization Details

Principal Officer
Caspa Harris Iii
Formed
1967
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
3
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET STE 201, RICHMOND, VA 23223
Preparer
Doak Arthur Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Part XI Line 9

Mutual fund adjustment to income $375.38

Part XI Line 9

Return of capital adjustment ($56.00)

Part XI Line 9

Income Pd in 2025 taxed in 2024 ($972.09)

Part XI Line 9

Income Pd in 2023 taxed in 2024 $1,281.15

Part XI Line 9

Accrued int on purch ($372.22)

Part XI Line 9

Accrued int from prior year $29.17

Explanation for Form 990, Part XI, Line 9

Changes in basis of assets due to return of capital -$56, income posted in 2025 for 2024 -$972., 2023 transactions posted in 2024 $1,281., 2025 accrued interest -$372, mutual fund earnings $375., 2024 accrued interest 29.

Raw XML Appendix306 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MUTUAL FUND ADJUSTMENT TO INCOME $375.38
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Income Pd in 2025 taxed in 2024 ($972.09)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Income Pd in 2023 taxed in 2024 $1,281.15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCRUED INT ON PURCH ($372.22)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCRUED INT FROM PRIOR YEAR $29.17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Organization has 6 voting members who independently vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Patricia C. Sluby - mother & Julia A. Ives - daughter
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Meeting minutes are always taken by the secretary, Patricia C. Sluby. Minutes available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9No documents for committees with authority to act on behalf of the governing body
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Independent review by each member. Comments provided to President
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Changes in basis of assets due to return of capital -$56, income posted in 2025 for 2024 -$972., 2023 transactions posted in 2024 $1,281., 2025 accrued interest -$372, mutual fund earnings $375., 2024 accrued interest 29.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XI LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XI LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK ARTHUR PFAFF
ReturnHeader/ReturnTs02025-05-21T13:01:22-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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