Civic Intelligence

John D Hartness Charitable Foundation Inc

990PF • Fiscal year 2020 • EIN 58-2585362

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

PO Box 708Rocky Mount, NC 27802

(252) 446-5462

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.00x

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Net Margin

36th percentile

-37%

Higher net margin than 36% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Asset Growth

22nd percentile

-19%

Faster asset growth than 22% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

143%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$12,857

Down $2,949 (-19%) from 2019

Net Assets

Down

$12,857

Down $2,949 (-19%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$8,075

Up $4,753 (+143%) from 2019

Expenses

Up

$11,024

Up $5,005 (+83%) from 2019

Net Income

Down

-$2,949

Down $252 (-9.3%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2007: $74,906Liabilities 2007: $02007Assets 2013: $41,105Liabilities 2013: $02013Assets 2014: $40,962Liabilities 2014: $0Net Assets 2014: $40,9622014Assets 2015: $37,120Liabilities 2015: $0Net Assets 2015: $37,1202015Assets 2016: $25,959Liabilities 2016: $0Net Assets 2016: $25,9592016Assets 2017: $19,438Liabilities 2017: $0Net Assets 2017: $19,4382017Assets 2018: $18,503Liabilities 2018: $0Net Assets 2018: $18,5032018Assets 2019: $15,806Liabilities 2019: $0Net Assets 2019: $15,8062019Assets 2020: $12,857Liabilities 2020: $0Net Assets 2020: $12,8572020Assets 2021: $13,239Liabilities 2021: $0Net Assets 2021: $13,2392021Assets 2022: $11,310Liabilities 2022: $0Net Assets 2022: $11,3102022Assets 2023: $11,190Liabilities 2023: $0Net Assets 2023: $11,1902023Assets 2024: $11,031Liabilities 2024: $0Net Assets 2024: $11,0312024

Highlighted filing

2020

Assets$12,857
Liabilities$0
Net Assets$12,857

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2007: $3,524Expenses 2007: $8,191Net Income 2007: -$4,6672007Revenue 2013: $5,834Expenses 2013: $5,945Net Income 2013: -$1112013Revenue 2014: $9,573Expenses 2014: $9,716Net Income 2014: -$1432014Revenue 2015: $3,550Expenses 2015: $7,392Net Income 2015: -$3,8422015Revenue 2016: $29,962Expenses 2016: $41,123Net Income 2016: -$11,1612016Revenue 2017: -$523Expenses 2017: $5,998Net Income 2017: -$6,5212017Revenue 2018: $5,023Expenses 2018: $5,958Net Income 2018: -$9352018Revenue 2019: $3,322Expenses 2019: $6,019Net Income 2019: -$2,6972019Revenue 2020: $8,075Expenses 2020: $11,024Net Income 2020: -$2,9492020Revenue 2021: $11,468Expenses 2021: $11,086Net Income 2021: $3822021Revenue 2022: $9,086Expenses 2022: $11,015Net Income 2022: -$1,9292022Revenue 2023: $10,775Expenses 2023: $10,895Net Income 2023: -$1202023Revenue 2024: $500Expenses 2024: $659Net Income 2024: -$1592024

Highlighted filing

2020

Revenue$8,075
Expenses$11,024
Net Income-$2,949
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 7, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD VPresident/Di-$0--
PATSY H NEWTONVP/Director-$0--
THOMAS S HARTNESSSec/Trea/Director-$0--
JOHN D HARTNESS JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
John D Hartness Charitable
EIN
58-2585362
Phone
2524465462
Address
PO BOX 708, ROCKY MOUNT, NC 27802

Signing Officer

Name
Richard V
Title
President/director
Phone
2524465462
Signed
2021-03-07

Preparer

Firm
Bunch & Company Llp
Address
PO BOX 7608, ROCKY MOUNT, NC 27804-0608
Preparer
Julian B Gassaway Iii CPA
Phone
2524430551
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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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01621
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01621
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052769
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07735
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02758
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036834
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07735
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054390
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046655
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0469
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0469
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1500
TaxesSchedule/TaxesDetail/Amt055
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD V
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02524465462
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN D HARTNESS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0582585362
ReturnHeader/Filer/PhoneNum02524465462
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 708
ReturnHeader/Filer/USAddress/CityNm0ROCKY MOUNT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561852200
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUNCH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7608
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKY MOUNT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0278040608
ReturnHeader/PreparerPersonGrp/PhoneNum02524430551
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIAN B GASSAWAY III CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-26T14:31:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD V
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARTNESS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.50$0.66$0.16
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$10.8$10.9$0.12
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$9.09$11.0$1.93
2021Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$11.5$11.1$0.38
2020Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$8.08$11.0$2.95
2019Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$3.32$6.02$2.70
2018Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$5.02$5.96$0.94
2017Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$0.52$6.00$6.52
2016Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$30.0$41.1$11.2
2015Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$3.55$7.39$3.84
2014Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$9.57$9.72$0.14
2013Summary only. Only limited summary data is available for this year.$41.1$0.00$5.83$5.95$0.11
2007Summary only. Only limited summary data is available for this year.$74.9$0.00$3.52$8.19$4.67