Civic Intelligence

Leon and Arline Harman Foundation Inc.

990PF • Fiscal year 2017 • EIN 20-1738267

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

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

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

8th percentile

-43%

Higher net margin than 8% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

25th percentile

-1.6%

Faster asset growth than 25% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

110%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Down

$19,620,875

Down $323,681 (-1.6%) from 2016

Net Assets

Down

$19,620,875

Down $323,681 (-1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$751,909

Up $393,076 (+110%) from 2016

Expenses

Up

$1,075,590

Up $77,854 (+7.8%) from 2016

Net Income

Up

-$323,681

Up $315,222 (+49%) from 2016

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

2017

Assets$19,620,875
Liabilities$0
Net Assets$19,620,875

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

2017

Revenue$751,909
Expenses$1,075,590
Net Income-$323,681
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY HARMANPresidentPT$0--
DAWN COOKVice President-$0--
TODD B HARMANSecretary-$0--
JAMES GUILKEYDirector-$0--
JACOB FLORENCETreasurer-$0--
ELAINE C HARMANTrustee-$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
2018-05-02
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 Appendix370 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/PersonNm3JAMES GUILKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JACOB FLORENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ELAINE C HARMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Treasurer
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt018794407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt019514673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt020369297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt013041963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07370065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0950780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.286018
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0950780
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0950780
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0950780
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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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
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JANET LINT
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0931290
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/TotalGrantOrContriPdDurYrAmt0931290
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/AppliedToCurrentYearAmt0950780
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0969021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt018241
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0229305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0238049
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt018241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0219808
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0229305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0229305
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0950780
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0449113
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0467354
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2115353
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3422
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4578
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMITTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES-PORTFOLIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1422
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2578
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2115353
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3422
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4578
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2115353
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3422
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4578
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt18731
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18731
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1RESEARCH EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt18731
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt18731
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt03147
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt13029
TaxesSchedule/TaxesDetail/Amt09427
TaxesSchedule/TaxesDetail/Amt13147
TaxesSchedule/TaxesDetail/Amt23029
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2REAL ESTATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03147
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13029
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03147
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13029
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY HARMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
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/PreparerFirmEIN0455561171
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/ReturnTs02018-05-02T10:19:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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