Civic Intelligence

Hamblen County Foundation for Educational Excellence & Achievement

990 • Fiscal year 2020 • EIN 62-1470855

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 26, 2021

PO Box 2156Morristown, TN 37816

(423) 581-5334

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.24x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-155%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

42nd percentile

$31,200

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 31.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

11th percentile

-8.0%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-33%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,228,752

Down $106,757 (-8.0%) from 2019

Net Assets

Down

$1,204,408

Down $121,439 (-9.2%) from 2019

Liabilities

Up

$24,344

Up $14,682 (+152%) from 2019

Revenue

Down

$99,431

Down $49,911 (-33%) from 2019

Expenses

Down

$253,235

Down $23,288 (-8.4%) from 2019

Net Income

Down

-$153,804

Down $26,623 (-21%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $868,877Liabilities 2011: $20,219Net Assets 2011: $848,6582011Assets 2012: $905,888Liabilities 2012: $20,231Net Assets 2012: $885,6572012Assets 2013: $1,018,107Liabilities 2013: $21,644Net Assets 2013: $996,4632013Assets 2014: $1,019,513Liabilities 2014: $21,393Net Assets 2014: $998,1202014Assets 2015: $932,207Liabilities 2015: $21,533Net Assets 2015: $910,6742015Assets 2016: $1,372,823Liabilities 2016: $13,625Net Assets 2016: $1,359,1982016Assets 2017: $1,596,344Liabilities 2017: $12,000Net Assets 2017: $1,584,3442017Assets 2018: $1,434,975Liabilities 2018: $11,295Net Assets 2018: $1,423,6802018Assets 2019: $1,335,509Liabilities 2019: $9,662Net Assets 2019: $1,325,8472019Assets 2020: $1,228,752Liabilities 2020: $24,344Net Assets 2020: $1,204,4082020Assets 2021: $1,212,032Liabilities 2021: $12,879Net Assets 2021: $1,199,1532021Assets 2022: $1,149,455Liabilities 2022: $14,571Net Assets 2022: $1,134,8842022Assets 2023: $1,140,342Liabilities 2023: $17,257Net Assets 2023: $1,123,0852023Assets 2024: $1,172,413Liabilities 2024: $25,034Net Assets 2024: $1,147,3792024Assets 2025: $1,200,967Liabilities 2025: $12,060Net Assets 2025: $1,188,9072025

Highlighted filing

2020

Assets$1,228,752
Liabilities$24,344
Net Assets$1,204,408

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $191,245Expenses 2011: $138,778Net Income 2011: $52,4672011Expenses 2012: $121,9242012Expenses 2013: $157,5372013Revenue 2014: $165,577Expenses 2014: $166,801Net Income 2014: -$1,2242014Revenue 2015: $198,638Expenses 2015: $219,038Net Income 2015: -$20,4002015Revenue 2016: $611,343Expenses 2016: $161,192Net Income 2016: $450,1512016Revenue 2017: $438,087Expenses 2017: $238,028Net Income 2017: $200,0592017Revenue 2018: $113,304Expenses 2018: $284,151Net Income 2018: -$170,8472018Revenue 2019: $149,342Expenses 2019: $276,523Net Income 2019: -$127,1812019Revenue 2020: $99,431Expenses 2020: $253,235Net Income 2020: -$153,8042020Revenue 2021: $81,347Expenses 2021: $234,200Net Income 2021: -$152,8532021Revenue 2022: $332,322Expenses 2022: $265,373Net Income 2022: $66,9492022Revenue 2023: $233,792Expenses 2023: $280,674Net Income 2023: -$46,8822023Revenue 2024: $230,307Expenses 2024: $271,432Net Income 2024: -$41,1252024Revenue 2025: $172,955Expenses 2025: $215,449Net Income 2025: -$42,4942025

Highlighted filing

2020

Revenue$99,431
Expenses$253,235
Net Income-$153,804
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 26, 2021
Return Version
2019v5.1
Gross Receipts
$110,144
Mission and Program Overview

Mission

Support excellence in public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$886,746$940,893▲ $54,147
Pledges and Grants Receivable$281,553$188,449▼ $93,104
Cash and Non-Interest-Bearing Accounts$167,210$99,410▼ $67,800
Total Assets$1,335,509$1,228,752▼ $106,757
Liabilities
Other Liabilities$0$14,400▲ $14,400
Accounts Payable and Accrued Expenses$9,662$9,944▲ $282
Total Liabilities$9,662$24,344▲ $14,682
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$939,294$910,959▼ $28,335
Net Assets With Donor Restrictions$386,553$293,449▼ $93,104
Total Net Assets Fund Balance$1,325,847$1,204,408▼ $121,439
Total Liabilities and Net Assets / Fund Balance$1,335,509$1,228,752▼ $106,757
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stan HarvilleExecutive DirectorFT$31,200$31,200

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$66,509
Program Service Revenue
$0
Investment Income
$28,330
Other Revenue
$4,592
All Other Contributions
$66,509
Change in Net Assets
$-153,804

Audited Revenue Reconciliation

Revenue per Audited Statements
$93,094
Revenue Not Reported on Financial Statements
$6,337
Revenue Not Reported on Form 990
$43,078
Total Revenue per Audited Statements
$136,172
Total Revenue per Form 990
$99,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,588
Salaries, Compensation, and Employee Benefits$76,647
Total Fundraising Expense$6,588
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$18,820$16,560$2,820$38,200
Current Officers, Directors, Trustees, and Key Employees$23,100$6,600$3,300$33,000
Office Expenses$3,498$13,552-$17,050
Other Expenses$11,217--$11,217
Advertising$9,783$282-$10,065
Fees for Service Investment Mgmnt Fees-$6,337-$6,337
Payroll Taxes$3,207$1,772$468$5,447
Occupancy-$5,224-$5,224
Insurance-$1,725-$1,725
Total Functional Expenses$194,595$52,052$6,588$253,235

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$257,611
Total Expenses per Form 990$253,235
Expenses per Audited Statements$246,898
Expenses Not Reported on Form 990$10,713
Expenses Not Reported on Financial Statements$6,337
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,305
Fundraising Direct Expenses$10,713
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Protection Loan$14,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by executive director and treasurer before filing.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Hamblen County Foundation for
EIN
62-1470855
Phone
4235815334
Address
PO BOX 2156, MORRISTOWN, TN 37816

Signing Officer

Name
Natasha Moore CPA
Title
Treasurer
Phone
4235815334
Signed
2021-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stan Harville
Formed
1991
Legal Domicile
Tn
Voting Board Members
20
Independent Board Members
20
Employees
4
Volunteers
150

Preparer

Firm
Purkey Carter Compton Swann & Carter
Address
PLLC PO BOX 727, MORRISTOWN, TN 37815
Preparer
Natasha a Moore CPA
Phone
4235864850
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising expenses

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising expenses

Schedule D Line 2D

$10,713 of direct fundraising expense reallocated for form 990 purposes.

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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01725
IRS990/InsuranceGrp/TotalAmt01725
IRS990/InvestmentIncomeGrp/ExclusionAmt028330
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028330
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0886746
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0940893
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT EXCELLENCE IN PUBLIC EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01325847
IRS990/NetAssetsOrFundBalancesEOYAmt01204408
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt04592
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04592
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt032365
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0939294
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0910959
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05224
IRS990/OccupancyGrp/TotalAmt05224
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013552
IRS990/OfficeExpensesGrp/ProgramServicesAmt03498
IRS990/OfficeExpensesGrp/TotalAmt017050
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0JUNIOR ACHIEVEMENT/CORE
IRS990/OtherExpensesGrp/Desc1READY BY 6
IRS990/OtherExpensesGrp/Desc2COMMUNITY INVOLVEMENT P
IRS990/OtherExpensesGrp/Desc3POST SECONDARY EDUCATIO
IRS990/OtherExpensesGrp/ProgramServicesAmt078587
IRS990/OtherExpensesGrp/ProgramServicesAmt133783
IRS990/OtherExpensesGrp/ProgramServicesAmt212600
IRS990/OtherExpensesGrp/ProgramServicesAmt311217
IRS990/OtherExpensesGrp/TotalAmt078587
IRS990/OtherExpensesGrp/TotalAmt133783
IRS990/OtherExpensesGrp/TotalAmt212600
IRS990/OtherExpensesGrp/TotalAmt311217
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt014400
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02820
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016560
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018820
IRS990/OtherSalariesAndWagesGrp/TotalAmt038200
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0468
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01772
IRS990/PayrollTaxesGrp/ProgramServicesAmt03207
IRS990/PayrollTaxesGrp/TotalAmt05447
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0281553
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0188449
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STAN HARVILLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0111821
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt027488
IRS990/PYOtherExpensesAmt0203106
IRS990/PYOtherRevenueAmt010033
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-127181
IRS990/PYSalariesCompEmpBnftPaidAmt073417
IRS990/PYTotalExpensesAmt0276523
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0149342
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-153804
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt066509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0111821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt069056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0394984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0567390
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01209760
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt027488
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023886
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023553
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0123525
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90740
IRS990ScheduleA/PublicSupportPY170Pct00.92080
IRS990ScheduleA/PublicSupportTotal170Amt01209760
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066509
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0111821
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt069056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0394984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0567390
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01209760
IRS990ScheduleA/TotalSupportAmt01333285
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt010713
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06337
IRS990ScheduleD/ExpensesSubtotalAmt0246898
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06337
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06337
IRS990ScheduleD/NetUnrealizedGainsInvstAmt032365
IRS990ScheduleD/OtherExpensesIncludedAmt010713
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL PROTECTION LOAN
IRS990ScheduleD/OtherRevenueAmt010713
IRS990ScheduleD/RevenueNotReportedAmt043078
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06337
IRS990ScheduleD/RevenueSubtotalAmt093094
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2$10,713 OF DIRECT FUNDRAISING EXPENSE REALLOCATED FOR FORM 990 PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0253235
IRS990ScheduleD/TotalLiabilityAmt014400
IRS990ScheduleD/TotalRevenuePerForm990Amt099431
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0136172
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0257611
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY EXECUTIVE DIRECTOR AND TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.17$0.22$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.03$1.15$0.23$0.27$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.02$1.12$0.23$0.28$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.13$0.33$0.27$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$0.08$0.23$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.02$1.20$0.10$0.25$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$0.15$0.28$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.11$0.28$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.58$0.44$0.24$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.01$1.36$0.61$0.16$0.45
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.02$0.91$0.20$0.22$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.02$1.00$0.17$0.17$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.02$1.00$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.02$0.89$0.12
2011Summary only. Only limited summary data is available for this year.$0.87$0.02$0.85$0.19$0.14$0.05