Civic Intelligence

Stephen & Julia Harmelin Family Fdn

990PF • Fiscal year 2023 • EIN 23-2407708

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 31, 2024

Organization Profile
c/o Carper 919 Conestoga Rd 2-205Rosemont, PA 19010

(610) 526-9514

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.5%

Faster asset growth than 43% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$3,869

Down $100 (-2.5%) from 2022

Net Assets

Down

$3,869

Down $100 (-2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Down

$100

Down $9,900 (-99%) from 2022

Net Income

Up

-$100

Up $9,900 (+99%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$3,869
Liabilities$0
Net Assets$3,869
Open 2023 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

2023

Revenue$0
Expenses$100
Net Income-$100
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 31, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th 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
6105269514
Address
c/o Carper 919 Conestoga Rd 2-205, Rosemont, PA 19010

Signing Officer

Name
Stephen J Harmelin
Title
President
Signed
2024-01-31
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 Appendix171 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03919
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03919
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt059
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0193
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03860
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03919
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Stephen J Harmelin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres & Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01500 Market Street 3500E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Philadelphia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019102
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0100
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0100
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01500 Market St Suite 3500E
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Philadelphia
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Stephen J Harmelin Esq
IRS990PF/StatementsRegardingActyGrp/PhoneNum02155757000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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/AppliedToCurrentYearAmt0100
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09597
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04749
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023313
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037909
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09599
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013964
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04749
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061222
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061315
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen J Harmelin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen & Julia Harmelin Family Fdn
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0232407708
ReturnHeader/Filer/PhoneNum06105269514
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Carper 919 Conestoga Rd 2-205
ReturnHeader/Filer/USAddress/CityNm0Rosemont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-01-31T09:59:29-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephen J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Harmelin
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,869
Liabilities
$0
Net assets
$3,869
Revenue
$0
Expenses
$100
Net income
-$100
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