The Harlamert Charitable Foundation

990EZ • Fiscal year 2022 • EIN 46-1416265

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 24, 2023

Organization Profile N/A

8470 E New Carlisle RdNew Carlisle, OH 45344

(937) 231-1010

Siviq Scores

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

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

-32%

Higher net margin than 14% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

-3.9%

Faster asset growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

8.5%

Faster revenue growth than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$111,802

Down $4,528 (-3.9%) from 2021

Net Assets

Down

$111,802

Down $4,528 (-3.9%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin14th percentile

Revenue

$14,304

Up $1,124 (+8.5%) from 2021

Expenses

Down

$18,832

Down $3,226 (-15%) from 2021

Net Income

-$4,528

Up $4,350 (+49%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

Highlighted filing

2022

Assets$111,802

Liabilities$0

Net Assets$111,802

Open 2022 Filing

Operations Trend

Revenue Growth49th percentile

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

Highlighted filing

2022

Revenue$14,304

Expenses$18,832

Net Income-$4,528

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Oct 24, 2023
Return Version: 2022v5.0
Gross Receipts: $14,304

Mission and Program Overview

Mission

Support specific charitable organization

Program Services

Description	Grants	Expenses
CHARITABLE DONATIONS TO SPECIFIED SUPPORTED ORGANIZATIONS	$18,750	-

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BRUCE D SMITH	President	-	$0	-	-
BRANDY MCFALL	Director	-	$0	-	-
ROBERT HARLAMERT	Director	-	$0	-	-
PAUL HELFRICH	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Harlamert Charitable Foundation
EIN: 46-1416265
Address: 8470 E NEW CARLISLE RD, New Carlisle, OH 45344

Signing Officer

Name: Bruce D Smith
Title: President
Phone: 9372311010
Signed: 2023-10-24
Discuss with paid preparer: No

Preparer

Firm: Bruce Smith
Address: 8470 E New Carlisle Rd, New Carlisle, OH 45344
Preparer: Bruce Smith
Phone: 9378451093

Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity CHARITY Grantee OAKWOOD SCHOOLS FOUNDATION Street 20 RUBICON RD City, State, Zip Dayton, OH 45419Relationship SUPPORTED ORGANIZATION Amount 6,750Activity CHARITY Grantee DAYTON PHILHARMONIC ORCHESTRA Street 126 N MAIN ST, STE 210 City, State, Zip Dayton, OH 45402Relationship SUPPORTED ORGANIZATION Amount 6,000Activity CHARITY Grantee ELEVATE CHRISTIAN CHURCH Street 104 BERNIE TRAIL City, State, Zip Nicholasville, KY 40356Relationship SUPPORTED ORGANIZATION Amount 6,000”

Description of other expenses Part I line 16

“Description AmountFILING FEES 50CHECK PRINTING 32”

Raw XML Appendix165 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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IRS990EZ/BooksInCareOfDetail/PersonNm	0	BRUCE D SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9372311010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	8470 E NEW CARLISLE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	New Carlisle
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	45344
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	116330
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	111802
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-4528
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	116330
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	111802
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	18750
IRS990EZ/GrossReceiptsAmt	0	14304
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	14304
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	116330
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	111802
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	116330
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	111802
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	BRUCE D SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	BRANDY MCFALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	ROBERT HARLAMERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	PAUL HELFRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	DIRECTOR
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	82
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	SUPPORT SPECIFIC CHARITABLE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	CHARITABLE DONATIONS TO SPECIFIED SUPPORTED ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	18750
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	18832
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	14304
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd	0	true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	SUPPORTED ORGANIZATION SUBSTITUTED:ELEVATE CHRISTIAN CHURCH, INC 48-4887056SUBSTITUTED FOR WESTMINSTER PRESBYTERIAN CHURCH 31-0537175THE COVID PANDEMIC CAUSED A DISRUPTION IN THE SCHEDULED PERFORMANCES WHICH WERE THE INTENDED PURPOSE OF THIS DESIGNATED ORGANIZATION.ELEVATE CHURCH WAS SUBSTITUTED UNDER THE FOUNDATIONS AUTHORITY TO PROVIDE ADULT CHRISTIAN EDUCATION AND MUSICAL INSTRUMENT AUGMENTATION OF SUNDAY MORNING RELIGIOUS MUSIC PRESENTATIONS, AS DIRECTED BY THE ORIGINAL INTENT OF THE FOUNDATIONS DONOR, AND HIS SUBSEQUENT WRITTEN EXPRESSED WISHES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	Add substitute or remove supported organizations Part IV line 5a
IRS990ScheduleA/IRSWrittenDeterminationInd	0	X
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	3
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	3
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	316000101
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	1	341557471
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	2	852507425
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	1	true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	2	false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	10
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	1	10
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	2	1
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	1	0
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	2	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	6000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	1	6750
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	2	6000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	DAYTON PHILHARMONIC ORCHESTRA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	1	OAKWOOD SCHOOLS FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	2	ELEVATE CHRISTIAN CHURCH INC
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	18750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Activity CHARITY Grantee OAKWOOD SCHOOLS FOUNDATION Street 20 RUBICON RD City, State, Zip Dayton, OH 45419Relationship SUPPORTED ORGANIZATION Amount 6,750Activity CHARITY Grantee DAYTON PHILHARMONIC ORCHESTRA Street 126 N MAIN ST, STE 210 City, State, Zip Dayton, OH 45402Relationship SUPPORTED ORGANIZATION Amount 6,000Activity CHARITY Grantee ELEVATE CHRISTIAN CHURCH Street 104 BERNIE TRAIL City, State, Zip Nicholasville, KY 40356Relationship SUPPORTED ORGANIZATION Amount 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description AmountFILING FEES 50CHECK PRINTING 32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd	0	00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	0
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRUCE D SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9372311010
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE HARLAMERT CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HARL
ReturnHeader/Filer/EIN	0	461416265
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	8470 E NEW CARLISLE RD
ReturnHeader/Filer/USAddress/CityNm	0	New Carlisle
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	45344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Bruce Smith
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	8470 E New Carlisle Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	New Carlisle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	45344
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9378451093
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Bruce Smith
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2023-10-24T14:03:45-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	SMITH
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $111,802
Liabilities: $0
Net assets: $111,802
Revenue: $14,304
Expenses: $18,832
Net income: -$4,528

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.11		$1.11	$0.14	$0.14	$0.00
2023Summary only. Only limited summary data is available for this year.	$1.11	$0.00		$0.14	$0.15	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$1.12	$0.00	$1.12	$0.14	$0.19	$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.16	$0.00	$1.16	$0.13	$0.22	$0.09
2014Summary only. Only limited summary data is available for this year.	$1.12	$0.00		$0.15	$0.14	$0.01
2013Summary only. Only limited summary data is available for this year.	$1.11	$0.00		$0.31	$0.11	$0.20