Civic Intelligence

Berkeley and George Harris Charitable Foundation

990PF • Fiscal year 2018 • EIN 56-6297219

Oct 01, 2017 to Sep 30, 2018 • Filed on Nov 15, 2018

Organization Profile
405 SILVERSIDE RD Suite STE 250Wilmington, DE 19809

(302) 792-3502

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

58th percentile

3.1%

Faster asset growth than 58% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2016 to 2018

Revenue Growth

30th percentile

-5.2%

Faster revenue growth than 30% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$610,581

Up $21,765 (+3.7%) from 2017

Net Assets

Up

$610,581

Up $21,765 (+3.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin81st percentile

Revenue

Up

$80,675

Up $11,426 (+16%) from 2017

Expenses

Up

$58,910

Up $3,580 (+6.5%) from 2017

Net Income

Up

$21,765

Up $7,846 (+56%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2018

Assets$610,581
Liabilities$0
Net Assets$610,581
Open 2018 Filing

Operations Trend

Revenue Growth30th 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

2018

Revenue$80,675
Expenses$58,910
Net Income$21,765
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

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

Filer

Filer Name
Berkeley & George Harris
EIN
56-6297219
In Care Of
% OPPENHEIMER TRUST COMPANY
Phone
3027923502
Address
405 SILVERSIDE RD Suite STE 250, WILMINGTON, DE 19809

Signing Officer

Name
Berkley Harris
Title
Trustee
Phone
3027923502
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Leeper Kean & Rumley Llp
Address
3625 N ELM STREET SUITE 100-A, GREENSBORO, NC 27455
Preparer
Elizabeth a Bowman
Phone
3362743700
Raw XML Appendix276 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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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt046556
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt047213
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0657
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0560
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0588816
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0958644
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt038488
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0920156
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014380
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt047213
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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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/UndistributedIncomeGrp/PriorYear1Yr02015
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt045741
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt043085
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PASS-THRU INCOME - MAGELLAN MIDSTREAM
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PASS-THRU INCOME - PLAINS ALL AMERICAN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01428
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111633
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt217
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01428
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt111633
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt217
TaxesSchedule/TaxesDetail/Amt082
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR BALANCE DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt082
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERKLEY HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03027923502
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKELEY & GEORGE HARRIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0566297219
ReturnHeader/Filer/InCareOfNm0% OPPENHEIMER TRUST COMPANY
ReturnHeader/Filer/PhoneNum03027923502
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 SILVERSIDE RD Suite STE 250
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019809
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0217418A84463E0D9A2B0864A6C01688F37FD046D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C0ACFDF11E59418A4182E5AFE4260BBC7997572
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId056669920190355000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.194.18.50
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEEPER KEAN & RUMLEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03625 N ELM STREET SUITE 100-A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027455
ReturnHeader/PreparerPersonGrp/PhoneNum03362743700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH A BOWMAN
ReturnHeader/ReturnTs02019-02-04T16:33:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$610,581
Liabilities
$0
Net assets
$610,581
Revenue
$80,675
Expenses
$58,910
Net income
$21,765
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