Civic Intelligence

The Handley Regional Library Endowment Fund

990 • Fiscal year 2020 • EIN 54-1799279

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 21, 2020

Organization ProfileWWW.HANDLEYREGIONAL.ORG
PO Box 58Winchester, VA 22604

(540) 662-9041

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-1.2%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

211%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$3,065,447

Down $37,060 (-1.2%) from 2019

Net Assets

Down

$3,065,447

Down $37,060 (-1.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin98th percentile

Revenue

Up

$226,514

Up $153,672 (+211%) from 2019

Expenses

Down

$18,470

Down $101 (-0.5%) from 2019

Net Income

Up

$208,044

Up $153,773 (+283%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2020

Assets$3,065,447
Liabilities$0
Net Assets$3,065,447
Open 2020 Filing

Operations Trend

Revenue Growth96th 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

2020

Revenue$226,514
Expenses$18,470
Net Income$208,044
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 21, 2020
Return Version
2019v5.1
Gross Receipts
$1,694,001
Mission and Program Overview

Mission

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$3,021,849$2,976,138▼ $45,711
Cash and Non-Interest-Bearing Accounts$80,658$89,309▲ $8,651
Total Assets$3,102,507$3,065,447▼ $37,060
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,844,695$1,844,695→ $0
Net Assets Without Donor Restrictions$1,257,812$1,220,752▼ $37,060
Total Net Assets Fund Balance$3,102,507$3,065,447▼ $37,060
Total Liabilities and Net Assets / Fund Balance$3,102,507$3,065,447▼ $37,060

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,759,564--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,844,695---$1,844,695
2018$1,844,695---$1,844,695
2017$1,844,695---$1,844,695
2016$1,844,695---$1,844,695
2015$1,843,206$1,489--$1,844,695
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$226,514
Other Revenue
$0
Change in Net Assets
$208,044

Audited Revenue Reconciliation

Revenue per Audited Statements
$226,514
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-108,604
Total Revenue per Audited Statements
$117,910
Total Revenue per Form 990
$226,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,470
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$18,470--$18,470
Total Functional Expenses$18,470$0$0$18,470

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,470
Total Expenses per Audited Statements$18,470
Total Expenses per Form 990$18,470
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“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 and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Handley Regional Library
EIN
54-1799279
Phone
5406629041
Address
PO BOX 58, WINCHESTER, VA 22604

Signing Officer

Name
N Hartley Schearer Jr
Title
Chair
Phone
5406629041
Signed
2020-10-21
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

Firm
Yount Hyde & Barbour Pc
Address
PO BOX 2560, WINCHESTER, VA 22604-1760
Preparer
Jennifer R Files CPA
Phone
5406623417
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer to governmental unit -136,500.”

Financial Statement Notes

Part V, Line 4

“To provide for the growth and expansion needs of the handley regional library.”

Raw XML Appendix329 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/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO EACH BOARD MEMBER AND OFFICER FOR COMMENTS AND QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSFER TO GOVERNMENTAL UNIT -136,500.
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0226514
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03102507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03065447
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 58
IRS990/USAddress/CityNm0WINCHESTER
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022601
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.HANDLEYREGIONAL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0N HARTLEY SCHEARER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05406629041
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HANDLEY REGIONAL LIBRARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0HAND
ReturnHeader/Filer/EIN0541799279
ReturnHeader/Filer/PhoneNum05406629041
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 58
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022604
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E8173C116D28563F4997AFCDA27FD9A4B2FA8FA7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.4.100.170
ReturnHeader/FilingSecurityInformation/IPDt02020-10-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:42:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541149263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNT HYDE & BARBOUR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2560
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0226041760
ReturnHeader/PreparerPersonGrp/PhoneNum05406623417
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER R FILES CPA
ReturnHeader/ReturnTs02020-10-27T15:56:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,065,447
Liabilities
$0
Net assets
$3,065,447
Revenue
$226,514
Expenses
$18,470
Net income
$208,044
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