Civic Intelligence

Leon and Arline Harman Foundation Inc.

990PF • Fiscal year 2014 • EIN 20-1738267

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

5544 Green StreetSalt Lake City, UT 84123

(801) 990-2805

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

96th percentile

60%

Faster asset growth than 96% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$20,742,624

Up $7,789,773 (+60%) from 2013

Net Assets

Up

$20,742,624

Up $7,789,774 (+60%) from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue

Up

$8,734,383

Up $2,430,681 (+39%) from 2013

Expenses

Up

$944,609

Up $81,117 (+9.4%) from 2013

Net Income

Up

$7,789,774

Up $2,349,564 (+43%) from 2013

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

2014

Assets$20,742,624
Liabilities$0
Net Assets$20,742,624

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

2014

Revenue$8,734,383
Expenses$944,609
Net Income$7,789,774
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
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

Filer Name
The Leon & Arline Harman Foundation
EIN
20-1738267
Address
5544 GREEN STREET, SALT LAKE CITY, UT 84123

Signing Officer

Name
Barry Harman
Title
President
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Winkler Siebenhaar & Associates LLC
Address
2150 S 1300 E Ste 500, Salt Lake City, UT 84106
Preparer
Donald W Winkler
Phone
8019902805
Raw XML Appendix372 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/CompensationOfHghstPdCntrctGrp/PersonNm0JULIE A BERREY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARRY HARMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAWN COOK
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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SALT LAKE CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084123
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JANET LINT
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0774586
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST APPLICANTS WITH THEIR INDIVIDUAL EDUCATIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CENTER FOR FAMILY PHILANTHROPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05544 S GREEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11101 CONNECTICUT AVENYE NW SUITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MURRAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0779586
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/AppliedToCurrentYearAmt0920351
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0986593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt066242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0229305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0238049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0262644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0260503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0286926
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt066242
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0220684
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0990501
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0229305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0238049
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0262644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0260503
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0920351
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01211185
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01277427
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt014605
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt014605
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014605
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt014605
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt22373
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt389385
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4197
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt52559
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMITTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MANAGEMENT FEES-PORTFOLIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22373
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt389385
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4197
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52559
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22373
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt389385
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4197
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt52559
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22373
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt389385
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4197
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52559
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt022909
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022909
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DIRECTOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt022909
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022909
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02194
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt13488
TaxesSchedule/TaxesDetail/Amt024258
TaxesSchedule/TaxesDetail/Amt12194
TaxesSchedule/TaxesDetail/Amt23488
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2REAL ESTATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02194
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13488
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02194
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13488
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY HARMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEON & ARLINE HARMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0201738267
ReturnHeader/Filer/USAddress/AddressLine1Txt05544 GREEN STREET
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Winkler Siebenhaar & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02150 S 1300 E Ste 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084106
ReturnHeader/PreparerPersonGrp/PhoneNum08019902805
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD W WINKLER
ReturnHeader/ReturnTs02015-05-15T09:24:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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