Civic Intelligence

Stephen & Julia Harmelin Family Fdn

990PF • Fiscal year 2021 • EIN 23-2407708

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 29, 2021

1500 Market Street 3500EPhiladelphia, 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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

86th percentile

50%

Higher net margin than 86% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

96th percentile

252%

Faster asset growth than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

33%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$13,969

Up $10,000 (+252%) from 2020

Net Assets

Up

$13,969

Up $10,000 (+252%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$20,000

Up $5,000 (+33%) from 2020

Expenses

Down

$10,000

Down $4,250 (-30%) from 2020

Net Income

Up

$10,000

Up $9,250 (+1233%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$13,969
Liabilities$0
Net Assets$13,969

Operations Trend

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

2021

Revenue$20,000
Expenses$10,000
Net Income$10,000
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 29, 2021
Return Version
2020v4.0
Compensation and Service Providers

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 3500E, Philadelphia, PA 19102

Signing Officer

Name
Stephen J Harmelin
Title
President
Signed
2021-12-29
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 Appendix201 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/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02155757000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General operations
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0National Constitution Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1The Barnes Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12025 Benjamin Franklin Parkway
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01500 Market Street 3500E
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen J Harmelin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen & Julia Harmelin Family Fdn
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0232407708
ReturnHeader/Filer/PhoneNum02155757000
ReturnHeader/Filer/USAddress/AddressLine1Txt01500 Market Street 3500E
ReturnHeader/Filer/USAddress/CityNm0Philadelphia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232517211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carper & Holmes LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0919 Conestoga Rd Bldg 2 Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rosemont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019010
ReturnHeader/PreparerPersonGrp/PhoneNum06105269514
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara H Carper
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-12-29T10:59:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephen J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Harmelin
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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