Civic Intelligence

Leon and Arline Harman Foundation Inc.

990PF • Fiscal year 2013 • EIN 20-1738267

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

5544 Green Street84123

(801) 990-2805

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

97th percentile

72%

Faster asset growth than 97% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

88th percentile

89%

Faster revenue growth than 88% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2011 to 2013

Assets

Up

$12,952,851

Up $5,440,210 (+72%) from 2012

Net Assets

Up

$12,952,850

Up $5,440,210 (+72%) from 2012

Liabilities

Flat

$1

Flat from 2012

Revenue

$6,303,702

No earlier filing loaded for comparison.

Expenses

Up

$863,492

Up $215,496 (+33%) from 2012

Net Income

$5,440,210

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $6,346,859Liabilities 2011: $02011Assets 2012: $7,512,641Liabilities 2012: $1Net Assets 2012: $7,512,6402012Assets 2013: $12,952,851Liabilities 2013: $1Net Assets 2013: $12,952,8502013Assets 2014: $20,742,624Liabilities 2014: $0Net Assets 2014: $20,742,6242014Assets 2015: $20,583,459Liabilities 2015: $0Net Assets 2015: $20,583,4592015Assets 2016: $19,944,556Liabilities 2016: $0Net Assets 2016: $19,944,5562016Assets 2017: $19,620,875Liabilities 2017: $0Net Assets 2017: $19,620,8752017Assets 2019: $20,057,765Liabilities 2019: $0Net Assets 2019: $20,057,7652019Assets 2020: $19,801,907Liabilities 2020: $0Net Assets 2020: $19,801,9072020Assets 2021: $21,123,407Liabilities 2021: $12021Assets 2022: $20,321,171Liabilities 2022: $0Net Assets 2022: $20,321,1712022Assets 2023: $19,463,194Liabilities 2023: $12023Assets 2024: $19,607,210Liabilities 2024: $0Net Assets 2024: $19,607,2102024

Highlighted filing

2013

Assets$12,952,851
Liabilities$1
Net Assets$12,952,850

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,771,183Expenses 2011: $611,481Net Income 2011: $1,159,7022011Expenses 2012: $647,9962012Revenue 2013: $6,303,702Expenses 2013: $863,492Net Income 2013: $5,440,2102013Revenue 2014: $8,734,383Expenses 2014: $944,609Net Income 2014: $7,789,7742014Revenue 2015: $892,467Expenses 2015: $1,051,632Net Income 2015: -$159,1652015Revenue 2016: $358,833Expenses 2016: $997,736Net Income 2016: -$638,9032016Revenue 2017: $751,909Expenses 2017: $1,075,590Net Income 2017: -$323,6812017Revenue 2019: $1,062,046Expenses 2019: $1,063,675Net Income 2019: -$1,6292019Revenue 2020: $951,395Expenses 2020: $1,207,253Net Income 2020: -$255,8582020Revenue 2021: $2,652,008Expenses 2021: $1,330,508Net Income 2021: $1,321,5002021Revenue 2022: $540,086Expenses 2022: $1,342,322Net Income 2022: -$802,2362022Revenue 2023: $433,175Expenses 2023: $1,291,152Net Income 2023: -$857,9772023Revenue 2024: $1,309,532Expenses 2024: $1,165,516Net Income 2024: $144,0162024

Highlighted filing

2013

Revenue$6,303,702
Expenses$863,492
Net Income$5,440,210
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY HARMANPresidentPT$0--
DAWN COOKVice President-$0--
TODD B HARMANTrustee-$0--
MARK B HARMANSecretary-$0--
JACOB FLORENCETreasurer-$0--
Filing and Contact Details

Filer

EIN
20-1738267

Signing Officer

Name
Barry Harman
Title
President
Signed
2014-05-08
Discuss with paid preparer
Yes

Preparer

Preparer
Donald W Winkler
Phone
8019902805
Raw XML Appendix371 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/PersonNm0BARRY HARMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAWN COOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TODD B HARMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK B HARMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JACOB FLORENCE
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine105544 GREEN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0SALT LAKE CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode084123
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10JANET LINT
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0777795
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST APPLICANTS WITH THEIR INDIVIDUAL EDUCATIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine105544 S GREEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MURRAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode084123
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0777795
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/AppliedToCurrentYearAmt0627840
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0627840
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0238049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0262644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0260503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0286926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0285021
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0285021
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01277427
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0229305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0238049
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0262644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0260503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0286926
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0857145
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0229305
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01562448
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01333143
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LEON ARLINE HARMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1026510 ALTAMONT DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0LOS ALTOS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode094022
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05010533
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05010533
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc057,700 SH PEPSICO INC; 15,000 SH YUM BRANDS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-01-03
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0488
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0488
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0488
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0488
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt22968
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt315
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt466169
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt51576
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMITTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MANAGEMENT FEES-PORTFOLIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22968
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt315
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt466169
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt51576
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22968
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt315
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt466169
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt51576
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22968
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt466169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51576
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01797
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01797
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DIRECTOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01797
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01797
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0936
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt13470
TaxesSchedule/TaxesDetail/Amt05422
TaxesSchedule/TaxesDetail/Amt1936
TaxesSchedule/TaxesDetail/Amt23470
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2REAL ESTATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0936
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13470
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0936
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13470
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY HARMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE LEON & ARLINE HARMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0201738267
ReturnHeader/Filer/USAddress/AddressLine105544 GREEN STREET
ReturnHeader/Filer/USAddress/City0SALT LAKE CITY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Winkler Siebenhaar & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102150 S 1300 E Ste 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode084106
ReturnHeader/PreparerPersonGrp/PhoneNum08019902805
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD W WINKLER
ReturnHeader/ReturnTs02014-05-08T13:11:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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