Civic Intelligence

The Harlamert Charitable Foundation

990EZ • Fiscal year 2023 • EIN 46-1416265

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

222 Linwood St Suite ADayton, OH 45405

(937) 228-7075

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

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

33rd percentile

-5.4%

Higher net margin than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

-0.0%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$111,024

Flat from 2023

Net Assets

$111,024

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$14,303

Flat from 2023

Expenses

Flat

$15,081

Flat from 2023

Net Income

Flat

-$778

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $110,523Liabilities 2013: $02013Assets 2014: $111,881Liabilities 2014: $02014Assets 2021: $116,330Liabilities 2021: $0Net Assets 2021: $116,3302021Assets 2022: $111,802Liabilities 2022: $0Net Assets 2022: $111,8022022Assets 2023: $111,024Net Assets 2023: $111,0242023Assets 2023: $111,024Liabilities 2023: $02023Assets 2024: $111,205Net Assets 2024: $111,2052024

Highlighted filing

2023

Assets$111,024
Liabilities-
Net Assets$111,024

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2013: $30,843Expenses 2013: $10,875Net Income 2013: $19,9682013Revenue 2014: $14,983Expenses 2014: $13,625Net Income 2014: $1,3582014Revenue 2021: $13,180Expenses 2021: $22,058Net Income 2021: -$8,8782021Revenue 2022: $14,304Expenses 2022: $18,832Net Income 2022: -$4,5282022Revenue 2023: $14,303Expenses 2023: $15,081Net Income 2023: -$7782023Revenue 2023: $14,303Expenses 2023: $15,081Net Income 2023: -$7782023Revenue 2024: $14,306Expenses 2024: $14,125Net Income 2024: $1812024

Highlighted filing

2023

Revenue$14,303
Expenses$15,081
Net Income-$778
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Gross Receipts
$14,303
Mission and Program Overview

Mission

Support specific charitable organization

Program Services

DescriptionGrantsExpenses
CHARITABLE DONATIONS TO SPECIFIED SUPPORTED ORGANIZATIONS$15,000$15,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOPE E MCGINNISPresident-$0--
BRANDY N MCFALLDirector-$0--
PATRICK NUGENTDirector-$0--
TIMOTHY R FRANCISDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Harlamert Charitable Foundation
EIN
46-1416265
Phone
9372287075
Address
222 LINWOOD ST SUITE A, DAYTON, OH 45405

Signing Officer

Name
Hope E Mcginnis
Title
President
Phone
9372287075
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Smith Stueve Pll
Address
222 LINWOOD STREET, DAYTON, OH 45405
Preparer
Hope E Mcginnis
Phone
9372287075
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

List of grants paid, part i, line 10 activity charity grantee oakwood schools foundation street 20 rubicon rd city, state, zip dayton, oh 45419 relationship supported organization amount 5000 activity charity grantee dayton philharmonic orchestra street 126 n main st, ste 210 city, state, zip dayton, oh 45402 relationship supported organization amount 5000 activity charity grantee westminster presbyterian church street 125 n wilkinson st city, state, zip dayton, oh 45402 relationship supported organization amount 5000

Form 990-ez, Part I, Line 16

Expenses check printing 81 total 81

Raw XML Appendix152 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/PhoneNum09372287075
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111802
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-778
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt014303
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIMOTHY R FRANCIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt081
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SPECIFIC CHARITABLE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE DONATIONS TO SPECIFIED SUPPORTED ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt015081
IRS990EZ/TotalProgramServiceExpensesAmt015000
IRS990EZ/TotalRevenueAmt014303
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0316000101
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1341557471
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2310537175
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd21
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt25000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DAYTON PHILHARMONIC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1OAKWOOD SCHOOLS FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WESTMINSTER PRESBYTERIAN CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0DAYTON PHILHARMONIC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1OAKWOOD SCHOOLS FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt2WESTMINSTER PRESBYTERIAN CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt015000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LIST OF GRANTS PAID, PART I, LINE 10 ACTIVITY CHARITY GRANTEE OAKWOOD SCHOOLS FOUNDATION STREET 20 RUBICON RD CITY, STATE, ZIP DAYTON, OH 45419 RELATIONSHIP SUPPORTED ORGANIZATION AMOUNT 5000 ACTIVITY CHARITY GRANTEE DAYTON PHILHARMONIC ORCHESTRA STREET 126 N MAIN ST, STE 210 CITY, STATE, ZIP DAYTON, OH 45402 RELATIONSHIP SUPPORTED ORGANIZATION AMOUNT 5000 ACTIVITY CHARITY GRANTEE WESTMINSTER PRESBYTERIAN CHURCH STREET 125 N WILKINSON ST CITY, STATE, ZIP DAYTON, OH 45402 RELATIONSHIP SUPPORTED ORGANIZATION AMOUNT 5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CHECK PRINTING 81 TOTAL 81
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09372287075
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARLAMERT CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARL
ReturnHeader/Filer/EIN0461416265
ReturnHeader/Filer/PhoneNum09372287075
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOPE E MCGINNIS
ReturnHeader/ReturnTs02024-05-02T14:28:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOPE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGINNIS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings