Civic Intelligence

Harris Foundation

990PF • Fiscal year 2014 • EIN 54-1844579

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

6315 Three Chopt RoadRichmond, VA 23226

(804) 648-0072

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

69th percentile

7.4%

Faster asset growth than 69% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

194%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,783,732

Up $191,707 (+7.4%) from 2013

Net Assets

Up

$2,783,732

Up $191,707 (+7.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$476,937

Up $314,547 (+194%) from 2013

Expenses

Down

$285,230

Down $1,160 (-0.4%) from 2013

Net Income

Up

$191,707

Up $315,707 (+255%) from 2013

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,959,012Liabilities 2011: $0Net Assets 2011: $2,959,0122011Assets 2012: $2,716,025Liabilities 2012: $0Net Assets 2012: $2,716,0252012Assets 2013: $2,592,025Liabilities 2013: $0Net Assets 2013: $2,592,0252013Assets 2014: $2,783,732Liabilities 2014: $0Net Assets 2014: $2,783,7322014Assets 2015: $2,371,000Liabilities 2015: $02015Assets 2016: $2,371,969Liabilities 2016: $0Net Assets 2016: $2,371,9692016Assets 2017: $2,209,564Liabilities 2017: $0Net Assets 2017: $2,209,5642017Assets 2018: $1,973,702Liabilities 2018: $0Net Assets 2018: $1,973,7022018Assets 2019: $1,841,438Liabilities 2019: $0Net Assets 2019: $1,841,4382019Assets 2020: $1,700,849Liabilities 2020: $0Net Assets 2020: $1,700,8492020Assets 2021: $1,537,235Liabilities 2021: $0Net Assets 2021: $1,537,2352021Assets 2022: $1,369,762Liabilities 2022: $0Net Assets 2022: $1,369,7622022Assets 2023: $1,333,722Liabilities 2023: $1,164Net Assets 2023: $1,332,5582023Assets 2024: $1,381,002Liabilities 2024: $634Net Assets 2024: $1,380,3682024

Highlighted filing

2014

Assets$2,783,732
Liabilities$0
Net Assets$2,783,732

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $316,1792011Expenses 2012: $375,0942012Revenue 2013: $162,390Expenses 2013: $286,390Net Income 2013: -$124,0002013Revenue 2014: $476,937Expenses 2014: $285,230Net Income 2014: $191,7072014Revenue 2015: $34,466Expenses 2015: $426,374Net Income 2015: -$391,9082015Revenue 2016: $374,697Expenses 2016: $331,582Net Income 2016: $43,1152016Revenue 2017: $163,291Expenses 2017: $324,952Net Income 2017: -$161,6612017Revenue 2018: $109,585Expenses 2018: $344,496Net Income 2018: -$234,9112018Revenue 2019: $148,895Expenses 2019: $280,739Net Income 2019: -$131,8442019Revenue 2020: $196,179Expenses 2020: $336,906Net Income 2020: -$140,7272020Revenue 2021: $273,839Expenses 2021: $437,522Net Income 2021: -$163,6832021Revenue 2022: $284,788Expenses 2022: $452,163Net Income 2022: -$167,3752022Revenue 2023: $533,442Expenses 2023: $430,369Net Income 2023: $103,0732023Revenue 2024: $432,709Expenses 2024: $384,736Net Income 2024: $47,9732024

Highlighted filing

2014

Revenue$476,937
Expenses$285,230
Net Income$191,707
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
H Hiter Harris IIIPresident-$0--
Jil W HarrisSecty/Treas-$0--
Katherine Alexander HarrisDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harris Foundation
EIN
54-1844579
Phone
8046480072
Address
6315 Three Chopt Road, Richmond, VA 23226

Signing Officer

Name
H Hiter Harris III
Title
President
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Ragland Ltd
Address
7204 Glen Forest Drive Suite 300, Richmond, VA 23226
Preparer
Elaine M Ragland CPA
Phone
8042888516
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7143417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8292300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9150799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10125206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIFTH THIRD BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1IShards Russell 2000 Value ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Legg Mason Clearbridge Small Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Invesco Intl Growth Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Oppenheimer Intl Growth Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Vanguard FTSE Emerging Markets ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SPDR Barclays
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7COLUMBIA SELECT LARGE CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8COLUMBIA MID CAP GROWTH-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9COLUMBIA SMALL CAP GROWTH-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10COLUMBIA SMALL CAP VALUE-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11HARBOR INTERNATIONAL FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12JOHN HANCOCK FDS III INTL GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ISHARES BARCLAYS INTERMED CR BD FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PIMCO TOTAL RETURN FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15EXCELSIOR MULTI-STRATEGY HEDGE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16PIMCO COMMODITY REALRETURN STRATEGY FND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD MSCI EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18DIGITAL REALTY TRUST INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19Vanguard Mid-Cap ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt067617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt199818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2172330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3170849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4157279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt574732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6328197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7138985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8307356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt982219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10135916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt065477
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0411406
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt054
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0476937
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0476937
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04565
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt066548
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0411406
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0245760
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0245760
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt065477
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt065477
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt065477
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0191707
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01497838
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt054
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt054
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt054
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0411406
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0464337
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01017
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012625
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0-25
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt066548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0245760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0285230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0476937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0476937
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt039470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt083774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0411406
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01017
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0191707
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02783732
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02592025
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02783732
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0161672
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0161672
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0161672
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0170959
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09287
IRS990PF/DistributableAmountGrp/TotalTaxAmt09287
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09287
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09287
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09287
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03200
IRS990PF/FMVAssetsEOYAmt03598212
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0204438
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0982658
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0866371
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01653728
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02438
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03308
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03308
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01521391
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01708175
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01735298
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt01240
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt01440
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt01440
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02592025
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02783732
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt084298
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0204438
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02592025
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02783732
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03598212
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02592025
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02783732
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02592025
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02783732
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03471239
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0130727
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03340512
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052069
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0170959
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03419170
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.43$0.38$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.53$0.43$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.28$0.45$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.27$0.44$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.20$0.34$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.15$0.28$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.11$0.34$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.16$0.32$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.37$0.33$0.04
2015Summary only. Only limited summary data is available for this year.$2.37$0.00$0.03$0.43$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.48$0.29$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.16$0.29$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.38
2011Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.32