Civic Intelligence

Harmon Foundation Inc.

990PF • Fiscal year 2017 • EIN 13-5562236

Jan 01, 2017 to Dec 31, 2017 • Filed on May 21, 2018

30 Jericho Executive PlazaJericho, NY 11753-1028

(516) 282-7070

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

25th percentile

-10%

Higher net margin than 25% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$232,536

Down $29,284 (-11%) from 2016

Net Assets

Down

$232,536

Down $29,284 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$289,511

Up $75,599 (+35%) from 2016

Expenses

Up

$318,794

Up $15,164 (+5.0%) from 2016

Net Income

Up

-$29,283

Up $60,435 (+67%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $413,728Liabilities 2011: $02011Assets 2012: $380,079Liabilities 2012: $02012Assets 2013: $381,232Liabilities 2013: $02013Assets 2014: $369,829Liabilities 2014: $0Net Assets 2014: $369,8292014Assets 2015: $351,536Liabilities 2015: $0Net Assets 2015: $351,5362015Assets 2016: $261,820Liabilities 2016: $0Net Assets 2016: $261,8202016Assets 2017: $232,536Liabilities 2017: $0Net Assets 2017: $232,5362017Assets 2018: $213,713Liabilities 2018: $0Net Assets 2018: $213,7132018Assets 2019: $249,662Liabilities 2019: $0Net Assets 2019: $249,6622019Assets 2020: $234,308Liabilities 2020: $0Net Assets 2020: $234,3082020Assets 2021: $291,244Liabilities 2021: $160Net Assets 2021: $291,0842021Assets 2022: $296,905Liabilities 2022: $12022Assets 2023: $259,798Liabilities 2023: $260,6642023Assets 2024: $443,597Liabilities 2024: $0Net Assets 2024: $443,5972024

Highlighted filing

2017

Assets$232,536
Liabilities$0
Net Assets$232,536

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $275,413Expenses 2011: $318,831Net Income 2011: -$43,4182011Revenue 2012: $290,574Expenses 2012: $324,224Net Income 2012: -$33,6502012Revenue 2013: $312,991Expenses 2013: $311,838Net Income 2013: $1,1532013Revenue 2014: $321,782Expenses 2014: $333,185Net Income 2014: -$11,4032014Revenue 2015: $292,845Expenses 2015: $311,138Net Income 2015: -$18,2932015Revenue 2016: $213,912Expenses 2016: $303,630Net Income 2016: -$89,7182016Revenue 2017: $289,511Expenses 2017: $318,794Net Income 2017: -$29,2832017Revenue 2018: $295,882Expenses 2018: $314,706Net Income 2018: -$18,8242018Revenue 2019: $342,005Expenses 2019: $306,056Net Income 2019: $35,9492019Revenue 2020: $288,795Expenses 2020: $304,148Net Income 2020: -$15,3532020Revenue 2021: $376,707Expenses 2021: $319,931Net Income 2021: $56,7762021Revenue 2022: $319,517Expenses 2022: $313,697Net Income 2022: $5,8202022Revenue 2023: $41,142Expenses 2023: $338,913Net Income 2023: -$297,7712023Revenue 2024: $833,912Expenses 2024: $389,449Net Income 2024: $444,4632024

Highlighted filing

2017

Revenue$289,511
Expenses$318,794
Net Income-$29,283
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 21, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA HARMON WALKERChairman-$0--
KANE CLAWSONPresident-$0--
ROB SMITHVice President-$0--
A C BARNES MCNEVIN IIITreasurer-$0--
LISA F HARMONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Harmon Foundation Inc
EIN
13-5562236
Phone
5162827070
Address
30 JERICHO EXECUTIVE PLAZA, JERICHO, NY 11753-1028

Signing Officer

Name
Barnes Mcnevin Iii
Title
Treasurer
Phone
5162827070
Signed
2018-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Boyce Hughes & Associates Llp
Address
30 JERICHO EXECUTIVE PLAZA - STE 20, JERICHO, NY 11753-1028
Preparer
Robert J Coburn CPA
Phone
5162827070
Raw XML Appendix358 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LISA HARMON WALKER
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0324785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0304903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0317401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.479757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.488910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.463845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.499463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.454489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.492076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0576949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0608728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0654165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0650268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0670870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0645024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0313656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt02.398783
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0313412
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0313656
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0244
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0313656
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt030 JERICHO EXEC PLAZA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JERICHO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0117531028
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BOYCE HUGHES & ASSOCLLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum05162827070
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0273900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE FROM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0YEAR END COMPILATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0REPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011753
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0273900
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/AppliedToCurrentYearAmt028603
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt0285053
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028603
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0313656
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0285053
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0285053
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HARMON TRUST FDN CO JP MORGAN CHASE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0245 PARK AVENUE - 15TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010167
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0260000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt047
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt047
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04889
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1249
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt019/19 INV COUNSEL INVESTMENT COUNSEL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BNY MELLON CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04889
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1249
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF EXCISE TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARNES MCNEVIN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05162827070
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARMON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HARM
ReturnHeader/Filer/EIN0135562236
ReturnHeader/Filer/PhoneNum05162827070
ReturnHeader/Filer/USAddress/AddressLine1Txt030 JERICHO EXECUTIVE PLAZA
ReturnHeader/Filer/USAddress/CityNm0JERICHO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0117531028
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId083A125028FFE34B9C01444519236AF4218EA81CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE30EF9F0071A9FD04AAF02D594F1BE106A06EA8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.56.146.50
ReturnHeader/FilingSecurityInformation/IPDt02018-06-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:24:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOYCE HUGHES & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 JERICHO EXECUTIVE PLAZA - STE 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERICHO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117531028
ReturnHeader/PreparerPersonGrp/PhoneNum05162827070
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J COBURN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-05T11:24:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$8.34$3.89$4.44
2023Summary only. Only limited summary data is available for this year.$2.60$2.61$0.41$3.39$2.98
2022Summary only. Only limited summary data is available for this year.$2.97$0.00$3.20$3.14$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$3.77$3.20$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$2.89$3.04$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$3.42$3.06$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$2.96$3.15$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$2.90$3.19$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$2.14$3.04$0.90
2015Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$2.93$3.11$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$3.22$3.33$0.11
2013Summary only. Only limited summary data is available for this year.$3.81$0.00$3.13$3.12$0.01
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$2.91$3.24$0.34
2011Summary only. Only limited summary data is available for this year.$4.14$0.00$2.75$3.19$0.43
Peer Organizations

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