Civic Intelligence

Harper Family Charitable Foundation Inc

EIN 02-0685568 • Mount Dora, FL

6917 South Round Lake RoadMount Dora, FL 32757
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$18,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

$10M-$25M nonprofits • Source year 2023

Asset Growth

54th percentile

5.3%

Faster asset growth than 54% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$15,438,429

Up $781,470 (+5.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$15,438,429

Up $781,470 (+5.3%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin8th percentile

Revenue

Down

$892,339

Down $4,971,687 (-85%) from 2023

Expenses

Up

$1,355,866

Up $642,069 (+90%) from 2023

Net Income

Down

-$463,527

Down $5,613,756 (-109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $8,350,480Liabilities 2011: $02011Assets 2012: $8,104,066Liabilities 2012: $02012Assets 2013: $8,401,764Liabilities 2013: $02013Assets 2014: $8,997,251Liabilities 2014: $0Net Assets 2014: $8,997,2512014Assets 2015: $8,782,637Liabilities 2015: $0Net Assets 2015: $8,782,6372015Assets 2016: $8,365,618Liabilities 2016: $0Net Assets 2016: $8,365,6182016Assets 2017: $8,822,777Liabilities 2017: $0Net Assets 2017: $8,822,7772017Assets 2018: $9,000,206Liabilities 2018: $0Net Assets 2018: $9,000,2062018Assets 2019: $8,950,674Liabilities 2019: $0Net Assets 2019: $8,950,6742019Assets 2020: $8,892,942Liabilities 2020: $0Net Assets 2020: $8,892,9422020Assets 2021: $11,007,129Liabilities 2021: $0Net Assets 2021: $11,007,1292021Assets 2022: $8,665,028Liabilities 2022: $0Net Assets 2022: $8,665,0282022Assets 2023: $14,656,959Liabilities 2023: $0Net Assets 2023: $14,656,9592023Assets 2024: $15,438,429Liabilities 2024: $0Net Assets 2024: $15,438,4292024

Highlighted filing

2024

Assets$15,438,429
Liabilities$0
Net Assets$15,438,429
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $474,518Expenses 2011: $515,324Net Income 2011: -$40,8062011Revenue 2012: $392,863Expenses 2012: $514,305Net Income 2012: -$121,4422012Revenue 2013: $413,388Expenses 2013: $515,347Net Income 2013: -$101,9592013Revenue 2014: $709,489Expenses 2014: $536,257Net Income 2014: $173,2322014Revenue 2015: $457,709Expenses 2015: $558,642Net Income 2015: -$100,9332015Revenue 2016: $638,124Expenses 2016: $515,273Net Income 2016: $122,8512016Revenue 2017: $390,124Expenses 2017: $532,205Net Income 2017: -$142,0812017Revenue 2018: $514,414Expenses 2018: $561,607Net Income 2018: -$47,1932018Revenue 2019: $469,688Expenses 2019: $554,837Net Income 2019: -$85,1492019Revenue 2020: $363,676Expenses 2020: $474,587Net Income 2020: -$110,9112020Revenue 2021: $690,551Expenses 2021: $645,014Net Income 2021: $45,5372021Revenue 2022: $814,053Expenses 2022: $655,508Net Income 2022: $158,5452022Revenue 2023: $5,864,026Expenses 2023: $713,797Net Income 2023: $5,150,2292023Revenue 2024: $892,339Expenses 2024: $1,355,866Net Income 2024: -$463,5272024

Highlighted filing

2024

Revenue$892,339
Expenses$1,355,866
Net Income-$463,527
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,438,429
Liabilities
$0
Net assets
$15,438,429
Revenue
$892,339
Expenses
$1,355,866
Net income
-$463,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.89$1.36$0.46
2023Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$5.86$0.71$5.15
2022Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.81$0.66$0.16
2021Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.69$0.65$0.05
2020Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$0.36$0.47$0.11
2019Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$0.47$0.55$0.09
2018Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.51$0.56$0.05
2017Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.39$0.53$0.14
2016Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.64$0.52$0.12
2015Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.46$0.56$0.10
2014Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.71$0.54$0.17
2013Summary only. Only limited summary data is available for this year.$8.40$0.00$0.41$0.52$0.10
2012Summary only. Only limited summary data is available for this year.$8.10$0.00$0.39$0.51$0.12
2011Summary only. Only limited summary data is available for this year.$8.35$0.00$0.47$0.52$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANCE D SMITHPres/DirectorPT$18,000-$18,000
TERESA HARRISTreas/DirectorPT$18,000-$18,000
PATRICK J DOUGHERTYSec/VP/DirectorPT$18,000-$18,000
Filing and Contact Details

Filer

Filer Name
Harper Family Charitable Foundation Inc
EIN
02-0685568
Phone
4078864613
Address
6917 SOUTH ROUND LAKE ROAD, MOUNT DORA, FL 32757

Signing Officer

Name
Lance D Smith
Title
Pres/Director
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Patrick J Dougherty CPA PA
Address
2781 W State Road 434, Longwood, FL 32779
Preparer
Patrick J Dougherty
Phone
4077881333
Raw XML AppendixShowing 400 of 766 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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