Civic Intelligence

Berkeley and George Harris Charitable Foundation

990PF • Fiscal year 2014 • EIN 56-6297219

Oct 01, 2013 to Sep 30, 2014 • Filed on Nov 30, 2014

Organization Profile
C/O Oppenheimer Trust Company Of DE405 SILVERSIDE ROAD Suite STE 250Seattle, WA 19809

(336) 574-7401

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

11th percentile

-40%

Higher net margin than 11% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

33rd percentile

-2.0%

Faster asset growth than 33% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$531,841

Down $10,872 (-2.0%) from 2013

Net Assets

Down

$531,841

Down $10,872 (-2.0%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin11th percentile

Revenue

Down

$32,238

Down $4,908 (-13%) from 2013

Expenses

Up

$45,157

Up $5,065 (+13%) from 2013

Net Income

Down

-$12,919

Down $9,973 (-339%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2014

Assets$531,841
Liabilities$1
Net Assets$531,841
Open 2014 Filing

Operations Trend

Revenue Growth22nd 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

2014

Revenue$32,238
Expenses$45,157
Net Income-$12,919
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Nov 30, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERKELEY H HARRISTrustee-$0--
GEORGE HARRISTrustee-$0--
Filing and Contact Details

Filer

EIN
56-6297219
In Care Of
% OPPENHEIMER TRUST COMPANY
Phone
3365747401

Signing Officer

Name
George Harris
Title
Trustee
Phone
3365747401
Signed
2014-11-30
Discuss with paid preparer
Yes

Preparer

Preparer
Diane M Rumley
Phone
3365747401
Raw XML Appendix290 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01500
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018214
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt014024
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt032238
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018214
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12919
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019431
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014024
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12919
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02047
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0531841
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0542713
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0531841
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038519
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038519
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038519
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038908
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0389
IRS990PF/DistributableAmountGrp/TotalTaxAmt0389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0171
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0560
IRS990PF/FMVAssetsEOYAmt0810761
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018226
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0533675
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0513615
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0792535
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0542713
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0542713
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0790004
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015235
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0774769
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011850
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038908
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0778154
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0790004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10C/O OPPENHEIMER TRUST COMPANY OF DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11C/O OPPENHEIMER TRUST COMPANY OF DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1WILMINGTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1DE
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0DE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07970
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt024380
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030549
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024380
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PASS-THRU INCOME - MAGELLAN MIDSTREAM
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PASS-THRU INCOME - PLAINS ALL AMERICAN
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MISC. INCOME FROM CORPORATE ACTION
OtherIncreasesSchedule/OtherIncreasesDetail/Amount02047
OtherIncreasesSchedule/OtherIncreasesDetail/Description0PASS-THRU DISTRIBUTIONS IN EXCESS OF INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01168
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt19367
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt24
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01168
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt19367
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt24
TaxesSchedule/TaxesDetail/Amt0560
TaxesSchedule/TaxesDetail/Amt1208
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0560
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1208
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03365747401
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10BERKELEY & GEORGE HARRIS
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0566297219
ReturnHeader/Filer/InCareOfNm0% OPPENHEIMER TRUST COMPANY
ReturnHeader/Filer/PhoneNum03365747401
ReturnHeader/Filer/USAddress/AddressLine10C/O OPPENHEIMER TRUST COMPANY OF DE
ReturnHeader/Filer/USAddress/AddressLine20405 SILVERSIDE ROAD Suite STE 250
ReturnHeader/Filer/USAddress/City0WILMINGTON
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode019809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LEEPER KEAN & RUMLEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103625 N ELM STREET SUITE 100-A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027455
ReturnHeader/PreparerPersonGrp/PhoneNum03365747401
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE M RUMLEY
ReturnHeader/ReturnTs02014-12-18T09:06:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$531,841
Liabilities
$1
Net assets
$531,841
Revenue
$32,238
Expenses
$45,157
Net income
-$12,919
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