Civic Intelligence

The James B Near Family Foundation C/O Jim Near

EIN 57-1109864 • North Charleston, SC

1027 Bethany StreetNorth Charleston, SC 29405
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

44th percentile

0.00x

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

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

Net Margin

2nd percentile

-473%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

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

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

54%

Faster revenue growth than 80% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$0

Down $4,054,547 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $4,054,547 (-100%) from 2017

Revenue

Up

$855,487

Up $301,163 (+54%) from 2017

Expenses

Up

$4,901,246

Up $4,603,843 (+1548%) from 2017

Net Income

Down

-$4,045,759

Down $4,302,680 (-1675%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $2,139,652Liabilities 2010: $0Net Assets 2010: $2,139,6522010Assets 2011: $2,500,456Liabilities 2011: $12011Assets 2012: $2,430,929Liabilities 2012: $0Net Assets 2012: $2,430,9292012Assets 2013: $2,928,781Liabilities 2013: $1Net Assets 2013: $2,928,7812013Assets 2014: $3,259,699Liabilities 2014: $1Net Assets 2014: $3,259,6992014Assets 2015: $3,480,501Liabilities 2015: $1Net Assets 2015: $3,480,5012015Assets 2016: $3,797,626Liabilities 2016: $0Net Assets 2016: $3,797,6262016Assets 2017: $4,054,547Liabilities 2017: $0Net Assets 2017: $4,054,5472017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0MExpenses 2010: $228,7042010Revenue 2011: $319,903Expenses 2011: $244,980Net Income 2011: $74,9232011Expenses 2012: $221,4122012Revenue 2013: $730,137Expenses 2013: $232,285Net Income 2013: $497,8522013Revenue 2014: $584,832Expenses 2014: $253,914Net Income 2014: $330,9182014Revenue 2015: $449,310Expenses 2015: $228,508Net Income 2015: $220,8022015Revenue 2016: $598,425Expenses 2016: $281,300Net Income 2016: $317,1252016Revenue 2017: $554,324Expenses 2017: $297,403Net Income 2017: $256,9212017Revenue 2018: $855,487Expenses 2018: $4,901,246Net Income 2018: -$4,045,7592018

Highlighted filing

2018

Revenue$855,487
Expenses$4,901,246
Net Income-$4,045,759

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES B NEAR JRDirectorPT$0--
SUSAN NEARBoard Member-$0--
JEAN ROUSEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The James B Near Family Foundation
EIN
57-1109864
Phone
8437545848
Address
1027 BETHANY STREET, NORTH CHARLESTON, SC 29405

Signing Officer

Name
James B Near
Title
President
Phone
8437545848
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Dixon Hughes Goodman Llp
Address
525 EAST BAY STREET STE 100, CHARLESTON, SC 29403
Preparer
Paul K Hooker Jr
Phone
8437226443
Raw XML Appendix326 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES B NEAR JR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JAMES B NEAR CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0150 N COLLEGE STREET STE 2800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028255
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04860531
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0209894
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0209894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt055685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt056404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt064020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt064020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04790211
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04650637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055685
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt056404
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04860531
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04650637
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04854231
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0203594
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE ORGANIZATION DISSOLVED AND DISTRIBUTED ALL OF ITS ASSETS DURING THE YEAR.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04903
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13885
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO COST BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1RESERVE TO MAKE ANY FEE PAYMENTS AFTER YEAR END
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt035965
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt035965
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES B NEAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08437545848
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES B NEAR FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JIM NEAR
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0571109864
ReturnHeader/Filer/PhoneNum08437545848
ReturnHeader/Filer/USAddress/AddressLine1Txt01027 BETHANY STREET
ReturnHeader/Filer/USAddress/CityNm0NORTH CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId048FB394F9AA065459641371F168D9F2AFFFBB473
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.241.144.70
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:23:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0525 EAST BAY STREET STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029403
ReturnHeader/PreparerPersonGrp/PhoneNum08437226443
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL K HOOKER JR
ReturnHeader/ReturnTs02019-11-14T14:29:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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