Civic Intelligence

James E Harris Jr Charitable Foundation

990PF • Fiscal year 2023 • EIN 58-1821215

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-96%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

34%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$475,496

Down $57,950 (-11%) from 2022

Net Assets

Down

$475,496

Down $57,950 (-11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Up

$60,609

Up $15,286 (+34%) from 2022

Expenses

Down

$118,559

Down $1,128 (-0.9%) from 2022

Net Income

Up

-$57,950

Up $16,414 (+22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2023

Assets$475,496
Liabilities$0
Net Assets$475,496
Open 2023 Filing

Operations Trend

Revenue Growth75th 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

2023

Revenue$60,609
Expenses$118,559
Net Income-$57,950
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E HARRIS JRDirector-$0--
CYNTHIA E HARRISDirector-$0--
JAMES E HARRIS IIIDirector-$0--
JOCELYN H LAROCQUEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENTSUPPORT-CHARLOTTE, NC, US$115,896
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
2024-05-13

Preparer

Firm
Thompson Whitlock Pllc
Address
801 EAST BLVD STE 100, CHARLOTTE, NC 28203
Preparer
Suzanne Mckinzie
Phone
7043351450
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/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0452737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02363009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED STATEMENT
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt082011
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2200 SHS RAVE RESTAURANT GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3300 SHS CLOROX COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CASH IN LIEU
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES E HARRIS JR
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028226
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07042771600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES E HARRIS JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0115896
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O 4334 BRIDGEWOOD LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028226
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0115896
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/AppliedToCurrentYearAmt03235
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0114333
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109861
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0117568
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0106626
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0114333
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0527
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0527
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0472
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0472
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0500
TaxesSchedule/TaxesDetail/Amt0491
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0491
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E HARRIS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07042771600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270559748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMPSON WHITLOCK PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 EAST BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028203
ReturnHeader/PreparerPersonGrp/PhoneNum07043351450
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE MCKINZIE
ReturnHeader/ReturnTs02024-05-14T07:16:51-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS JR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$475,496
Liabilities
$0
Net assets
$475,496
Revenue
$60,609
Expenses
$118,559
Net income
-$57,950
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
2023Detailed filing. Detailed filing data is available for this year.$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
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