Civic Intelligence

James E Harris Jr Charitable Foundation

990PF • Fiscal year 2021 • EIN 58-1821215

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

91st percentile

66%

Higher net margin than 91% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

87th percentile

52%

Faster asset growth than 87% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

316%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$607,810

Up $207,071 (+52%) from 2020

Net Assets

Up

$607,810

Up $207,071 (+52%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin91st percentile

Revenue

Up

$311,589

Up $236,745 (+316%) from 2020

Expenses

Up

$104,518

Up $13,661 (+15%) from 2020

Net Income

Up

$207,071

Up $223,084 (+1393%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2021

Assets$607,810
Liabilities$0
Net Assets$607,810
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$311,589
Expenses$104,518
Net Income$207,071
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th 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
2022-05-05

Preparer

Firm
Thompson Whitlock Pllc
Address
831 E MOREHEAD ST STE 640, CHARLOTTE, NC 28202-2777
Preparer
Suzanne Mckinzie
Phone
7043351450
Raw XML Appendix286 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02450410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED STATEMENT
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt035800
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500 SHS ROYAL BANK OF CANADA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES E HARRIS JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100603
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100603
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/AppliedToCurrentYearAmt02882
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt099297
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0112547
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102179
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0109665
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt099297
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/TotalContributionsAmt011878
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt010362
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11516
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc050 SHS CROWDSTRIKE HOLDINGS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc15 SHS NVIDIA CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-12-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0527
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0527
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0486
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0486
TaxesSchedule/TaxesDetail/Amt02339
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0610
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E HARRIS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07042771600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
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/BusinessNameLine1Txt0THOMPSON WHITLOCK 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/PreparationDt02022-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE MCKINZIE
ReturnHeader/ReturnTs02022-05-05T12:17:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$607,810
Liabilities
$0
Net assets
$607,810
Revenue
$311,589
Expenses
$104,518
Net income
$207,071
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
2021Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$3.12$1.05$2.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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