Civic Intelligence

Berkeley and George Harris Charitable Foundation

990PF • Fiscal year 2013 • EIN 56-6297219

Oct 01, 2012 to Sep 30, 2013 • Filed on Apr 30, 2014

Organization Profile
C/O Oppenheimer And CO Inc800 GREEN VALLEY ROAD STE 300 SuitSeattle, WA 27408
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

27th percentile

-7.9%

Higher net margin than 27% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

41st percentile

-0.4%

Faster asset growth than 41% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

96th percentile

326%

Faster revenue growth than 96% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$542,713

Down $1,963 (-0.4%) from 2012

Net Assets

$542,713

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin27th percentile

Revenue

Up

$37,146

Up $28,420 (+326%) from 2012

Expenses

Down

$40,092

Down $865 (-2.1%) from 2012

Net Income

Up

-$2,946

Up $29,285 (+91%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$800K$600K$400K$200K$0Assets 2011: $576,907Liabilities 2011: $02011Assets 2012: $544,676Liabilities 2012: $02012Assets 2013: $542,713Liabilities 2013: $1Net Assets 2013: $542,7132013Assets 2014: $531,841Liabilities 2014: $1Net Assets 2014: $531,8412014Assets 2015: $535,719Liabilities 2015: $1Net Assets 2015: $535,7192015Assets 2016: $574,727Liabilities 2016: $1Net Assets 2016: $574,7272016Assets 2017: $588,816Liabilities 2017: $0Net Assets 2017: $588,8162017Assets 2018: $610,581Liabilities 2018: $0Net Assets 2018: $610,5812018Assets 2019: $563,713Liabilities 2019: $1Net Assets 2019: $563,7132019Assets 2020: $538,444Liabilities 2020: $1Net Assets 2020: $538,4442020Assets 2021: $576,049Liabilities 2021: $1Net Assets 2021: $576,0492021Assets 2022: $619,537Liabilities 2022: $0Net Assets 2022: $619,5372022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2013

Assets$542,713
Liabilities$1
Net Assets$542,713
Open 2013 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $13,060Expenses 2011: $56,389Net Income 2011: -$43,3292011Revenue 2012: $8,726Expenses 2012: $40,957Net Income 2012: -$32,2312012Revenue 2013: $37,146Expenses 2013: $40,092Net Income 2013: -$2,9462013Revenue 2014: $32,238Expenses 2014: $45,157Net Income 2014: -$12,9192014Revenue 2015: $48,206Expenses 2015: $45,315Net Income 2015: $2,8912015Revenue 2016: $89,732Expenses 2016: $52,387Net Income 2016: $37,3452016Revenue 2017: $69,249Expenses 2017: $55,330Net Income 2017: $13,9192017Revenue 2018: $80,675Expenses 2018: $58,910Net Income 2018: $21,7652018Revenue 2019: $37,480Expenses 2019: $84,348Net Income 2019: -$46,8682019Revenue 2020: $17,675Expenses 2020: $42,944Net Income 2020: -$25,2692020Revenue 2021: $96,715Expenses 2021: $59,110Net Income 2021: $37,6052021Revenue 2022: $118,574Expenses 2022: $75,086Net Income 2022: $43,4882022Revenue 2023: $210,269Expenses 2023: $829,806Net Income 2023: -$619,5372023

Highlighted filing

2013

Revenue$37,146
Expenses$40,092
Net Income-$2,946
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Apr 30, 2014
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERKELEY H HARRISTrustee-$0--
GEORGE HARRISTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENTCHARITABLE-GREENSBORO, NC, US$29,100
Approved Future GrantGREENSBORO DAY SCHOOLCHARITABLE-GREENSBORO, NC, US$5,000
Approved Future GrantGREENWAYCHARITABLE-GREENSBORO, NC, US$1,000
Filing and Contact Details

Filer

EIN
56-6297219
Raw XML Appendix304 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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OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0465
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1357
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome232
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0465
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1357
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks232
OtherIncreasesSchedule/OtherIncreases/Amount0969
OtherIncreasesSchedule/OtherIncreases/Amount114
OtherIncreasesSchedule/OtherIncreases/Description0PASS-THRU DISTRIBUTIONS IN EXCESS OF INC
OtherIncreasesSchedule/OtherIncreases/Description1FEDERAL TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount08623
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount11061
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome08623
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome11061
TaxesSchedule/Taxes/Category0ESTIMATED TAX PAYMENTS
TaxesSchedule/Taxes/Category1FOREIGN TAXES WITHHELD
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0566297219
ReturnHeader/Filer/InCareOfName0% OPPENHEIMER AND CO INC
ReturnHeader/Filer/Name/BusinessNameLine10BERKELEY & GEORGE HARRIS
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0BERK
ReturnHeader/Filer/Phone03365747401
ReturnHeader/Filer/USAddress/AddressLine10C/O OPPENHEIMER AND CO INC
ReturnHeader/Filer/USAddress/AddressLine20800 GREEN VALLEY ROAD STE 300 Suit
ReturnHeader/Filer/USAddress/City0GREENSBORO
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027408
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-04-30
ReturnHeader/Officer/Name0GEORGE HARRIS
ReturnHeader/Officer/Phone03365747401
ReturnHeader/Officer/Title0OWNER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LEEPER KEAN & RUMLEY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103625 N ELM STREET SUITE 100-A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GREENSBORO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode027455
ReturnHeader/Preparer/Phone03362743700
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-15T09:29:09-05:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$542,713
Liabilities
$1
Net assets
$542,713
Revenue
$37,146
Expenses
$40,092
Net income
-$2,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.10$8.30$6.20
2022Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$1.19$0.75$0.43
2021Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.97$0.59$0.38
2020Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.18$0.43$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.37$0.84$0.47
2018Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.81$0.59$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.69$0.55$0.14
2016Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.90$0.52$0.37
2015Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.48$0.45$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.32$0.45$0.13
2013Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.37$0.40$0.03
2012Summary only. Only limited summary data is available for this year.$5.45$0.00$0.09$0.41$0.32
2011Summary only. Only limited summary data is available for this year.$5.77$0.00$0.13$0.56$0.43