Civic Intelligence

James E Harris Jr Charitable Foundation

990PF • Fiscal year 2020 • EIN 58-1821215

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization Profile
4334 Bridgewood LaneCharlotte, NC 28226

(704) 277-1600

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

23rd percentile

-21%

Higher net margin than 23% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

36th percentile

-3.8%

Faster asset growth than 36% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$400,739

Down $16,013 (-3.8%) from 2019

Net Assets

$400,739

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin23rd percentile

Revenue

Up

$74,844

Up $18,235 (+32%) from 2019

Expenses

Down

$90,857

Down $8,082 (-8.2%) from 2019

Net Income

Up

-$16,013

Up $26,317 (+62%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2011: $344,534Liabilities 2011: $02011Assets 2012: $566,151Liabilities 2012: $02012Assets 2013: $579,471Liabilities 2013: $02013Assets 2014: $595,291Liabilities 2014: $02014Assets 2015: $559,127Liabilities 2015: $02015Assets 2019: $416,752Liabilities 2019: $02019Assets 2020: $400,739Liabilities 2020: $0Net Assets 2020: $400,7392020Assets 2021: $607,810Liabilities 2021: $0Net Assets 2021: $607,8102021Assets 2022: $533,446Liabilities 2022: $0Net Assets 2022: $533,4462022Assets 2023: $475,496Liabilities 2023: $0Net Assets 2023: $475,4962023Assets 2024: $697,465Liabilities 2024: $0Net Assets 2024: $697,4652024

Highlighted filing

2020

Assets$400,739
Liabilities$0
Net Assets$400,739
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$400K$200K$0-$200KRevenue 2011: $29,077Expenses 2011: $25,020Net Income 2011: $4,0572011Revenue 2012: $267,191Expenses 2012: $23,574Net Income 2012: $243,6172012Revenue 2013: $44,712Expenses 2013: $31,392Net Income 2013: $13,3202013Revenue 2014: $47,050Expenses 2014: $31,230Net Income 2014: $15,8202014Revenue 2015: $31,619Expenses 2015: $67,783Net Income 2015: -$36,1642015Revenue 2019: $56,609Expenses 2019: $98,939Net Income 2019: -$42,3302019Revenue 2020: $74,844Expenses 2020: $90,857Net Income 2020: -$16,0132020Revenue 2021: $311,589Expenses 2021: $104,518Net Income 2021: $207,0712021Revenue 2022: $45,323Expenses 2022: $119,687Net Income 2022: -$74,3642022Revenue 2023: $60,609Expenses 2023: $118,559Net Income 2023: -$57,9502023Revenue 2024: $331,804Expenses 2024: $109,835Net Income 2024: $221,9692024

Highlighted filing

2020

Revenue$74,844
Expenses$90,857
Net Income-$16,013
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E HARRIS JRDirector-$0--
CYNTHIA E HARRISDirector-$0--
JAMES E HARRIS IIIDirector-$0--
JOCELYN H LAROCQUEDirector-$0--
Filing and Contact Details

Filer

Filer Name
James E Harris Jr Charitable
EIN
58-1821215
Phone
7042771600
Address
4334 BRIDGEWOOD LANE, CHARLOTTE, NC 28226

Signing Officer

Name
James E Harris Jr
Title
Director
Phone
7042771600
Signed
2021-05-07

Preparer

Firm
Mckinzie Thompson & Van Dyne Pllc
Address
831 E MOREHEAD ST STE 640, CHARLOTTE, NC 28202-2777
Preparer
Suzanne Mckinzie
Phone
7043351450
Raw XML Appendix277 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 E HARRIS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CYNTHIA E HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES E HARRIS III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOCELYN H LAROCQUE
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CYNTHIA HARRIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04251 GULF SHORE BLVD N UNIT 12A
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034103
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011962
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt03186
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt13776
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01 SH AMAZON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc158 SHS PINNACLE FINANCIAL
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0527
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0527
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021
TaxesSchedule/TaxesDetail/Amt02019
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01097
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E HARRIS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07042771600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES E HARRIS JR CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0581821215
ReturnHeader/Filer/PhoneNum07042771600
ReturnHeader/Filer/USAddress/AddressLine1Txt04334 BRIDGEWOOD LANE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270559748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCKINZIE THOMPSON & VAN DYNE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0831 E MOREHEAD ST STE 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282022777
ReturnHeader/PreparerPersonGrp/PhoneNum07043351450
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE MCKINZIE
ReturnHeader/ReturnTs02021-05-07T18:02:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,739
Liabilities
$0
Net assets
$400,739
Revenue
$74,844
Expenses
$90,857
Net income
-$16,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$3.32$1.10$2.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$0.61$1.19$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$0.45$1.20$0.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$0.00$6.08$3.12$1.05$2.07
2020Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.75$0.91$0.16
2019Summary only. Only limited summary data is available for this year.$4.17$0.00$0.57$0.99$0.42
2015Summary only. Only limited summary data is available for this year.$5.59$0.00$0.32$0.68$0.36
2014Summary only. Only limited summary data is available for this year.$5.95$0.00$0.47$0.31$0.16
2013Summary only. Only limited summary data is available for this year.$5.79$0.00$0.45$0.31$0.13
2012Summary only. Only limited summary data is available for this year.$5.66$0.00$2.67$0.24$2.44
2011Summary only. Only limited summary data is available for this year.$3.45$0.00$0.29$0.25$0.04