Civic Intelligence

Stephen & Julia Harmelin Family Fdn

990PF • Fiscal year 2022 • EIN 23-2407708

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 16, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

6th percentile

-72%

Faster asset growth than 6% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,969

Down $10,000 (-72%) from 2021

Net Assets

Down

$3,969

Down $10,000 (-72%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$0

Down $20,000 (-100%) from 2021

Expenses

Flat

$10,000

Flat from 2021

Net Income

Down

-$10,000

Down $20,000 (-200%) from 2021

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

2022

Assets$3,969
Liabilities$0
Net Assets$3,969

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

2022

Revenue$0
Expenses$10,000
Net Income-$10,000
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 16, 2023
Return Version
2021v4.1
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
2023-02-16
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 Appendix191 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/PersonNm0Stephen J Harmelin
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt010000
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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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
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02155757000
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1The Barnes Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12025 Benjamin Franklin Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Philadelphia
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen J Harmelin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-16
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/ReturnTs02023-02-16T10:45:25-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephen J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Harmelin
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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