Civic Intelligence

Halbert Harmon Foundation Inc.

990PF • Fiscal year 2017 • EIN 20-0214688

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

55 Main StreetColleyville, TX 76034

(817) 514-7411

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

56th percentile

5.1%

Faster asset growth than 56% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

97%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,076,416

Up $246,954 (+5.1%) from 2016

Net Assets

Up

$5,076,416

Up $246,954 (+5.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$562,068

Up $276,178 (+97%) from 2016

Expenses

Up

$315,114

Up $31,007 (+11%) from 2016

Net Income

Up

$246,954

Up $245,171 (+13750%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $3,267,807Liabilities 2011: $0Net Assets 2011: $3,267,8072011Assets 2012: $3,562,947Liabilities 2012: $12012Assets 2013: $3,981,540Liabilities 2013: $0Net Assets 2013: $3,981,5402013Assets 2014: $4,389,534Liabilities 2014: $0Net Assets 2014: $4,389,5342014Assets 2015: $4,827,679Liabilities 2015: $0Net Assets 2015: $4,827,6792015Assets 2016: $4,829,462Liabilities 2016: $0Net Assets 2016: $4,829,4622016Assets 2017: $5,076,416Liabilities 2017: $0Net Assets 2017: $5,076,4162017Assets 2018: $5,635,522Liabilities 2018: $0Net Assets 2018: $5,635,5222018Assets 2019: $5,302,800Liabilities 2019: $02019Assets 2020: $5,658,977Liabilities 2020: $0Net Assets 2020: $5,658,9772020Assets 2021: $7,155,417Liabilities 2021: $0Net Assets 2021: $7,155,4172021Assets 2022: $7,297,510Liabilities 2022: $0Net Assets 2022: $7,297,5102022Assets 2023: $7,171,402Liabilities 2023: $0Net Assets 2023: $7,171,4022023Assets 2024: $8,137,447Liabilities 2024: $0Net Assets 2024: $8,137,4472024

Highlighted filing

2017

Assets$5,076,416
Liabilities$0
Net Assets$5,076,416

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $65,0642011Revenue 2012: $489,405Expenses 2012: $70,214Net Income 2012: $419,1912012Revenue 2013: $482,827Expenses 2013: $64,234Net Income 2013: $418,5932013Revenue 2014: $515,799Expenses 2014: $107,805Net Income 2014: $407,9942014Revenue 2015: $575,232Expenses 2015: $137,087Net Income 2015: $438,1452015Revenue 2016: $285,890Expenses 2016: $284,107Net Income 2016: $1,7832016Revenue 2017: $562,068Expenses 2017: $315,114Net Income 2017: $246,9542017Revenue 2018: $915,438Expenses 2018: $356,332Net Income 2018: $559,1062018Revenue 2019: $76,742Expenses 2019: $409,464Net Income 2019: -$332,7222019Revenue 2020: $780,216Expenses 2020: $424,039Net Income 2020: $356,1772020Revenue 2021: $1,926,902Expenses 2021: $430,462Net Income 2021: $1,496,4402021Revenue 2022: $792,879Expenses 2022: $650,786Net Income 2022: $142,0932022Revenue 2023: $448,538Expenses 2023: $574,646Net Income 2023: -$126,1082023Revenue 2024: $1,615,305Expenses 2024: $649,260Net Income 2024: $966,0452024

Highlighted filing

2017

Revenue$562,068
Expenses$315,114
Net Income$246,954
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David S HalbertDir, Pres-$0--
Andrew W HarmonDirector-$0--
Belinda Jo HarmonDir, VP-$0--
Christopher HarmonSec, Director-$0--
David Todd HarmonDirector-$0--
Jon Mark HarmonVP, Director-$0--
Robert G HarmonDir, VP-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantABILENE CHRISTIAN UNIVERSITYJack Maxwell Friendship Sculpture ProjectPCABILENE, TX, US$110,275
Paid GrantABILENE CHRISTIAN UNIVERSITYAthletic ProgramPCABILENE, TX, US$50,000
Paid GrantABILENE CHRISTIAN UNIVERSITYJack Maxwell Friendship sculpture ProjectPCABILENE, TX, US$36,825
Paid GrantFORTRESS YOUTH DEVELOPMENT CENTER INCGeneral & UnrestrictedPCFORT WORTH, TX, US$10,000
Paid GrantZOIES PLACEGeneral & UnrestrictedPCDALLAS, TX, US$10,000
Paid GrantABILENE CHRISTIAN UNIVERSITYMen's Basketball Exellence FundPCABILENE, TX, US$5,000
Paid GrantETERNAL THREADS INCGeneral & UnrestrictedPCABILENE, TX, US$5,000
Paid GrantGRANBURY CHURCH OF CHRISTMark and Ali Kaiser-Crescimento Limpo ProjectPCGRANBURY, TX, US$5,000
Paid GrantHIGHLAND CHURCH OF CHRISTGeneral & UnrestrictedPCABILENE, TX, US$5,000
Paid GrantABILENE CHRISTIAN UNIVERSITYAthletics FundPCABILENE, TX, US$800
Filing and Contact Details

Filer

Filer Name
Halbert Harmon Foundation
EIN
20-0214688
In Care Of
% Halbert Harmon Foundation
Phone
8175147411
Address
55 Main Street, Colleyville, TX 76034

Signing Officer

Name
Christopher Harmon
Title
secretary
Phone
8175147411
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt071710
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0237900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0279255
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt071710
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt071710
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01442181
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0535
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0535
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0210568
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0231854
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt023562
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt050479
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt050479
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt077214
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05076416
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05076416
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0299429
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0299429
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0301748
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02319
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$1.62$0.65$0.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.00$7.17$0.45$0.57$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$0.79$0.65$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.00$7.16$1.93$0.43$1.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$0.78$0.42$0.36
2019Summary only. Only limited summary data is available for this year.$5.30$0.00$0.08$0.41$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.92$0.36$0.56
2017Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.56$0.32$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.29$0.28$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.58$0.14$0.44
2014Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.52$0.11$0.41
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.48$0.06$0.42
2012Summary only. Only limited summary data is available for this year.$3.56$0.00$0.49$0.07$0.42
2011Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.07
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