Civic Intelligence

The Stephen J Harmelin Charitable Trust

990PF • Fiscal year 2017 • EIN 26-6177995

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 31, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

59%

Faster asset growth than 88% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-7.7%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$6,495

Up $2,408 (+59%) from 2016

Net Assets

Up

$6,495

Up $2,408 (+59%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$12,000

Down $1,000 (-7.7%) from 2016

Expenses

Down

$9,592

Down $65 (-0.7%) from 2016

Net Income

Down

$2,408

Down $935 (-28%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2016: $4,087Liabilities 2016: $0Net Assets 2016: $4,0872016Assets 2017: $6,495Liabilities 2017: $0Net Assets 2017: $6,4952017Assets 2020: $34,043Liabilities 2020: $0Net Assets 2020: $34,0432020Assets 2021: $32,250Liabilities 2021: $0Net Assets 2021: $32,2502021Assets 2022: $29,695Liabilities 2022: $0Net Assets 2022: $29,6952022Assets 2023: $24,857Liabilities 2023: $0Net Assets 2023: $24,8572023Assets 2024: $19,826Liabilities 2024: $0Net Assets 2024: $19,8262024

Highlighted filing

2017

Assets$6,495
Liabilities$0
Net Assets$6,495

Operations Trend

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

$20K$10K$0-$10KRevenue 2016: $13,000Expenses 2016: $9,657Net Income 2016: $3,3432016Revenue 2017: $12,000Expenses 2017: $9,592Net Income 2017: $2,4082017Revenue 2020: $275Expenses 2020: $8,078Net Income 2020: -$7,8032020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2017

Revenue$12,000
Expenses$9,592
Net Income$2,408
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN J HARMELIN ESQ CO DILWORTHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Stephen J Harmelin Charitable Trust
EIN
26-6177995
Phone
2155757000
Address
1500 Market Street, Philadelphia, PA 19102

Signing Officer

Name
Stephen J Harmelin
Title
Trustee
Phone
2155757000
Signed
2018-10-31

Preparer

Firm
Dilworth Paxson LLP
Address
1500 Market St Ste 3500E, Philadelphia, PA 19102-2101
Preparer
Nicholas Koontz
Phone
2155757000
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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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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/Filer/EIN0266177995
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ReturnHeader/FilingSecurityInformation/IPTm007:45:00
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ReturnHeader/PreparerPersonGrp/PhoneNum02155757000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS KOONTZ
ReturnHeader/ReturnTs02018-11-01T07:45:05-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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