Civic Intelligence

Stephen & Julia Harmelin Family Fdn

990PF • Fiscal year 2020 • EIN 23-2407708

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 08, 2021

Organization Profile
1500 Market StreetPhiladelphia, PA 19102

(215) 575-7000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

51st percentile

5.0%

Higher net margin than 51% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$3,969

Up $750 (+23%) from 2019

Net Assets

Up

$3,969

Up $750 (+23%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin51st percentile

Revenue

Up

$15,000

Up $15,000 from 2019

Expenses

Up

$14,250

Up $9,250 (+185%) from 2019

Net Income

Up

$750

Up $5,750 (+115%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$60K$40K$20K$0Assets 2012: $57,231Liabilities 2012: $02012Assets 2013: $40,461Liabilities 2013: $02013Assets 2014: $21,991Liabilities 2014: $02014Assets 2015: $43,491Liabilities 2015: $02015Assets 2016: $18,569Liabilities 2016: $02016Assets 2018: $8,219Liabilities 2018: $0Net Assets 2018: $8,2192018Assets 2019: $3,219Liabilities 2019: $0Net Assets 2019: $3,2192019Assets 2020: $3,969Liabilities 2020: $0Net Assets 2020: $3,9692020Assets 2021: $13,969Liabilities 2021: $0Net Assets 2021: $13,9692021Assets 2022: $3,969Liabilities 2022: $0Net Assets 2022: $3,9692022Assets 2023: $3,869Liabilities 2023: $0Net Assets 2023: $3,8692023Assets 2024: $3,869Liabilities 2024: $0Net Assets 2024: $3,8692024Assets 2025: $3,869Liabilities 2025: $0Net Assets 2025: $3,8692025

Highlighted filing

2020

Assets$3,969
Liabilities$0
Net Assets$3,969
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2012: $20,000Expenses 2012: $22,280Net Income 2012: -$2,2802012Revenue 2013: $15,250Expenses 2013: $32,020Net Income 2013: -$16,7702013Revenue 2014: $7,500Expenses 2014: $25,970Net Income 2014: -$18,4702014Revenue 2015: $40,000Expenses 2015: $18,500Net Income 2015: $21,5002015Revenue 2016: $7,500Expenses 2016: $32,422Net Income 2016: -$24,9222016Revenue 2018: $20,000Expenses 2018: $24,750Net Income 2018: -$4,7502018Revenue 2019: $0Expenses 2019: $5,000Net Income 2019: -$5,0002019Revenue 2020: $15,000Expenses 2020: $14,250Net Income 2020: $7502020Revenue 2021: $20,000Expenses 2021: $10,000Net Income 2021: $10,0002021Revenue 2022: $0Expenses 2022: $10,000Net Income 2022: -$10,0002022Revenue 2023: $0Expenses 2023: $100Net Income 2023: -$1002023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024Revenue 2025: $0Expenses 2025: $0Net Income 2025: $02025

Highlighted filing

2020

Revenue$15,000
Expenses$14,250
Net Income$750
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 8, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen J HarmelinPres & Treas-$0--
Filing and Contact Details

Filer

Filer Name
Stephen & Julia Harmelin Family Fdn
EIN
23-2407708
Phone
2155757000
Address
1500 Market Street, Philadelphia, PA 19102

Signing Officer

Name
Stephen J Harmelin
Title
President
Signed
2021-01-08
Discuss with paid preparer
Yes

Preparer

Firm
Carper & Holmes LLP
Address
919 Conestoga Rd Bldg 2 Suite 205, Rosemont, PA 19010
Preparer
Barbara H Carper
Phone
6105269514
Raw XML Appendix240 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1National Constitution Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Barnes Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Rendell Center for Civics and C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Temple University Beasley School of
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5University of Pittsburgh Birmingham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Trustees of the University of Pa
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara H Carper
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-01-08T12:50:32-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,969
Liabilities
$0
Net assets
$3,969
Revenue
$15,000
Expenses
$14,250
Net income
$750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.00$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.00$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.00$10.0$10.0
2021Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$20.0$10.0$10.0
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$15.0$14.3$0.75
2019Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.00$5.00$5.00
2018Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$20.0$24.8$4.75
2016Summary only. Only limited summary data is available for this year.$18.6$0.00$7.50$32.4$24.9
2015Summary only. Only limited summary data is available for this year.$43.5$0.00$40.0$18.5$21.5
2014Summary only. Only limited summary data is available for this year.$22.0$0.00$7.50$26.0$18.5
2013Summary only. Only limited summary data is available for this year.$40.5$0.00$15.3$32.0$16.8
2012Summary only. Only limited summary data is available for this year.$57.2$0.00$20.0$22.3$2.28