Civic Intelligence

Leon and Arline Harman Foundation Inc.

990PF • Fiscal year 2016 • EIN 20-1738267

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

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

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

3rd percentile

-178%

Higher net margin than 3% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

24th percentile

-3.1%

Faster asset growth than 24% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-60%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$19,944,556

Down $638,903 (-3.1%) from 2015

Net Assets

Down

$19,944,556

Down $638,903 (-3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$358,833

Down $533,634 (-60%) from 2015

Expenses

Down

$997,736

Down $53,896 (-5.1%) from 2015

Net Income

Down

-$638,903

Down $479,738 (-301%) from 2015

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

2016

Assets$19,944,556
Liabilities$0
Net Assets$19,944,556

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

2016

Revenue$358,833
Expenses$997,736
Net Income-$638,903
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
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
2017-05-15
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 Appendix381 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0572626
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.08156
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt019514673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt020369297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt013041963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07370065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06283097
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05544 GREEN STREET
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/Amt0858631
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/AddressLine1Txt05544 S GREEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MURRAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084123
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0858631
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/AppliedToCurrentYearAmt0889716
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0930293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt040577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0229305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0238049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0262644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt040577
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0222067
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0467354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0229305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0238049
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0889716
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0689421
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0729998
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt03444
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03444
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03444
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03444
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0317
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1800
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt22373
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt393174
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4697
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt5551
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/DisbursementsCharitablePrpsAmt0800
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12373
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2697
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3551
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0317
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1800
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22373
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt393174
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4697
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5551
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0317
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22373
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt393174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4697
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5551
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt013598
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013598
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DIRECTOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt013598
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013598
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt04110
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt13557
TaxesSchedule/TaxesDetail/Amt014529
TaxesSchedule/TaxesDetail/Amt14110
TaxesSchedule/TaxesDetail/Amt23557
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2REAL ESTATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt04110
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13557
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13557
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY HARMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
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/ReturnTs02017-05-15T08:57:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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