Civic Intelligence

The Handley Regional Library Endowment Fund

990 • Fiscal year 2014 • EIN 54-1799279

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileWWW.HANDLEYREGIONAL.ORG
P O Box 5822604

(540) 662-9041

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

69th percentile

9.3%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

36%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,599,488

Up $135,639 (+9.3%) from 2013

Net Assets

Up

$1,599,488

Up $135,639 (+9.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin98th percentile

Revenue

$125,183

No earlier filing loaded for comparison.

Expenses

Up

$9,262

Up $460 (+5.2%) from 2013

Net Income

$115,921

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,476,067Liabilities 2011: $0Net Assets 2011: $1,476,0672011Assets 2012: $1,394,015Liabilities 2012: $0Net Assets 2012: $1,394,0152012Assets 2013: $1,463,849Liabilities 2013: $0Net Assets 2013: $1,463,8492013Assets 2014: $1,599,488Liabilities 2014: $0Net Assets 2014: $1,599,4882014Assets 2015: $2,867,083Liabilities 2015: $0Net Assets 2015: $2,867,0832015Assets 2016: $2,819,849Liabilities 2016: $0Net Assets 2016: $2,819,8492016Assets 2017: $3,035,564Liabilities 2017: $0Net Assets 2017: $3,035,5642017Assets 2018: $3,094,920Liabilities 2018: $0Net Assets 2018: $3,094,9202018Assets 2019: $3,102,507Liabilities 2019: $0Net Assets 2019: $3,102,5072019Assets 2020: $3,065,447Liabilities 2020: $0Net Assets 2020: $3,065,4472020Assets 2021: $3,433,675Liabilities 2021: $0Net Assets 2021: $3,433,6752021Assets 2022: $2,967,309Liabilities 2022: $0Net Assets 2022: $2,967,3092022Assets 2023: $3,069,261Liabilities 2023: $0Net Assets 2023: $3,069,2612023Assets 2024: $3,238,555Liabilities 2024: $0Net Assets 2024: $3,238,5552024Assets 2025: $3,436,433Liabilities 2025: $0Net Assets 2025: $3,436,4332025

Highlighted filing

2014

Assets$1,599,488
Liabilities$0
Net Assets$1,599,488
Open 2014 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $49,243Expenses 2011: $8,589Net Income 2011: $40,6542011Expenses 2012: $8,5562012Expenses 2013: $8,8022013Revenue 2014: $125,183Expenses 2014: $9,262Net Income 2014: $115,9212014Revenue 2015: $1,414,485Expenses 2015: $10,345Net Income 2015: $1,404,1402015Revenue 2016: $47,825Expenses 2016: $15,719Net Income 2016: $32,1062016Revenue 2017: $248,600Expenses 2017: $16,472Net Income 2017: $232,1282017Revenue 2018: $142,230Expenses 2018: $18,852Net Income 2018: $123,3782018Revenue 2019: $72,842Expenses 2019: $18,571Net Income 2019: $54,2712019Revenue 2020: $226,514Expenses 2020: $18,470Net Income 2020: $208,0442020Revenue 2021: $73,400Expenses 2021: $19,485Net Income 2021: $53,9152021Revenue 2022: $169,722Expenses 2022: $23,482Net Income 2022: $146,2402022Revenue 2023: $11,658Expenses 2023: $17,890Net Income 2023: -$6,2322023Revenue 2024: $187,918Expenses 2024: $18,588Net Income 2024: $169,3302024Revenue 2025: $142,796Expenses 2025: $19,870Net Income 2025: $122,9262025

Highlighted filing

2014

Revenue$125,183
Expenses$9,262
Net Income$115,921
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$350,745
Mission and Program Overview

Mission

To raise funds to provide for the expansion and growth needs of the handley regional library, winchester, virginia.

To raise funds to provide for the expansion and growth needs of the handley regional library, winchester, virginia

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,434,885$1,583,968▲ $149,083
Cash and Non-Interest-Bearing Accounts$28,964$15,520▼ $13,444
Total Assets$1,463,849$1,599,488▲ $135,639
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$951,609$1,085,103▲ $133,494
Temporarily Rstr Net Assets$512,240$514,385▲ $2,145
Total Net Assets Fund Balance$1,463,849$1,599,488▲ $135,639
Total Liabilities and Net Assets / Fund Balance$1,463,849$1,599,488▲ $135,639

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$114,574--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$512,240$2,146--$514,386
2012$508,517$3,723--$512,240
2011$503,589$4,928--$508,517
2010$501,137$2,452--$503,589
2009$496,848$4,289--$501,137
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
N Hartley Schearer JrChair
James RileyDirector
Marjorie LewisDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,146
Program Service Revenue
$0
Investment Income
$123,037
Other Revenue
$0
All Other Contributions
$2,146
Change in Net Assets
$115,921

Audited Revenue Reconciliation

Revenue per Audited Statements
$125,183
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$100,350
Total Revenue per Audited Statements
$225,533
Total Revenue per Form 990
$125,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,262
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$9,262--$9,262
Total Functional Expenses$9,262$0$0$9,262

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,262
Total Expenses per Audited Statements$9,262
Total Expenses per Form 990$9,262
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A copy of form 990 is provided to each board member and officer for comments and questions.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

EIN
54-1799279
Phone
5406629041

Signing Officer

Name
N Hartley Schearer Jr
Title
Chair
Phone
5406629041
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
N Hartley Schearer Jr
Formed
1997
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Preparer
Heather J Tweedie CPA
Phone
5406620325
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer to governmental unit -80,632.”

Raw XML Appendix302 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10THE HANDLEY REGIONAL LIBRARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO EACH BOARD MEMBER AND OFFICER FOR COMMENTS AND QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSFER TO GOVERNMENTAL UNIT -80,632.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HOTTEL & WILLIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10314 NORTH BRADDOCK STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode022601
ReturnHeader/PreparerPersonGrp/PhoneNum05406620325
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER J TWEEDIE CPA
ReturnHeader/ReturnTs02014-11-21T08:29:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,599,488
Liabilities
$0
Net assets
$1,599,488
Revenue
$125,183
Expenses
$9,262
Net income
$115,921
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.14$0.02$0.12
2024Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.19$0.02$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.01$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.17$0.02$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.07$0.02$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.23$0.02$0.21
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.07$0.02$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.14$0.02$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.25$0.02$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.05$0.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$1.41$0.01$1.40
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.13$0.01$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.01
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.05$0.01$0.04