Civic Intelligence

Harmony Ark Education Foundation

990EZ • Fiscal year 2021 • EIN 68-0257153

Aug 01, 2020 to Jul 31, 2021 • Filed on Mar 08, 2023

Organization ProfileWWW.harmonyark.org
1935 Bohemian HighwayOccidental, CA 95465

(415) 812-3924

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

4th percentile

-217%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-36%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$85,697

Down $28,214 (-25%) from 2020

Net Assets

$85,697

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$13,029

Down $7,339 (-36%) from 2020

Expenses

Down

$41,243

Down $915 (-2.2%) from 2020

Net Income

Down

-$28,214

Down $6,424 (-29%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$150K$100K$50K$0Assets 2011: $123,276Liabilities 2011: $02011Assets 2012: $132,440Liabilities 2012: $02012Assets 2013: $113,887Liabilities 2013: $02013Assets 2014: $112,506Liabilities 2014: $02014Assets 2015: $104,553Liabilities 2015: $02015Assets 2016: $94,582Net Assets 2016: $94,5822016Assets 2017: $117,368Net Assets 2017: $117,3682017Assets 2018: $124,234Liabilities 2018: $02018Assets 2019: $135,701Liabilities 2019: $02019Assets 2020: $113,911Liabilities 2020: $02020Assets 2021: $85,697Net Assets 2021: $85,6972021Assets 2022: $101,916Net Assets 2022: $101,9162022Assets 2023: $85,250Liabilities 2023: $02023Assets 2024: $90,015Liabilities 2024: $02024Assets 2025: $112,075Net Assets 2025: $112,0752025

Highlighted filing

2021

Assets$85,697
Liabilities-
Net Assets$85,697
Open 2021 Filing

Operations Trend

Revenue Growth23rd percentile

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

$100K$50K$0-$50KRevenue 2011: $33,593Expenses 2011: $69,554Net Income 2011: -$35,9612011Revenue 2012: $45,154Expenses 2012: $35,990Net Income 2012: $9,1642012Revenue 2013: $46,980Expenses 2013: $65,533Net Income 2013: -$18,5532013Revenue 2014: $40,006Expenses 2014: $41,387Net Income 2014: -$1,3812014Revenue 2015: $28,904Expenses 2015: $36,857Net Income 2015: -$7,9532015Revenue 2016: $24,699Expenses 2016: $34,670Net Income 2016: -$9,9712016Revenue 2017: $90,058Expenses 2017: $67,272Net Income 2017: $22,7862017Revenue 2018: $75,410Expenses 2018: $68,544Net Income 2018: $6,8662018Revenue 2019: $50,720Expenses 2019: $39,253Net Income 2019: $11,4672019Revenue 2020: $20,368Expenses 2020: $42,158Net Income 2020: -$21,7902020Revenue 2021: $13,029Expenses 2021: $41,243Net Income 2021: -$28,2142021Revenue 2022: $30,211Expenses 2022: $13,992Net Income 2022: $16,2192022Revenue 2023: $67,423Expenses 2023: $84,089Net Income 2023: -$16,6662023Revenue 2024: $62,209Expenses 2024: $57,444Net Income 2024: $4,7652024Revenue 2025: $54,902Expenses 2025: $32,842Net Income 2025: $22,0602025

Highlighted filing

2021

Revenue$13,029
Expenses$41,243
Net Income-$28,214
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Mar 8, 2023
Return Version
2020v4.0
Gross Receipts
$13,629
Mission and Program Overview

Mission

Funding of educational programs and services

The harmony ark education foundation is a broadly-based, nonprofit, community organizaiton whose purpose is exclusively educational and charitable and is to secure and distribute contributions from individuals, corporations and foundations for the benefit of the students in the harmony union school district.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING FOR EDUCATIONAL PROGRAMS AND SERVICES FOR HARMONY UNION SCHOOL DISTRICT STUDENTS.-$41,023
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAITLEN O'NEILLPresident-$0--
SARAH LAIRDVice President-$0--
SUE DAVISTreasurer-$0--
SARAH WIELANDSecretary-$0--
MARNI DAVISOfficer-$0--
LILY BORGESONOfficer-$0--
GAIA FARINAOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Harmony Ark Education Foundation
EIN
68-0257153
Address
1935 BOHEMIAN HIGHWAY, OCCIDENTAL, CA 95465

Signing Officer

Name
Susan Davis
Title
Treasurer
Signed
2023-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Torkelson & Associates CPAs LLP
Address
3835 Cypress Dr STE 110, Petaluma, CA 94954
Preparer
Jenny C Mahrt EA
Phone
7077952691
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $262”

Other Expenses.1

“SCHOOL SUPPORT $40150”

Other Expenses.2

“Teacher supplies/support $516”

Other Expenses.3

“BANK CHARGES $200”

Other Expenses.4

“SHAPED EXPENSES $95”

Other Expenses.5

“TAX & FILING FEES $20”

Raw XML Appendix159 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUSAN DAVIS
IRS990EZ/BooksInCareOfDetail/PhoneNum04158123924
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01935 BOHEMIAN HWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCCIDENTAL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095465
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0113911
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085697
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013512
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28214
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0113911
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085697
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt013629
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0117
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113911
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085697
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0113911
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085697
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAITLEN O'NEILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH LAIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH WIELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARNI DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LILY BORGESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GAIA FARINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041243
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE HARMONY ARK EDUCATION FOUNDATION IS A BROADLY-BASED, NONPROFIT, COMMUNITY ORGANIZAITON WHOSE PURPOSE IS EXCLUSIVELY EDUCATIONAL AND CHARITABLE AND IS TO SECURE AND DISTRIBUTE CONTRIBUTIONS FROM INDIVIDUALS, CORPORATIONS AND FOUNDATIONS FOR THE BENEFIT OF THE STUDENTS IN THE HARMONY UNION SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDING FOR EDUCATIONAL PROGRAMS AND SERVICES FOR HARMONY UNION SCHOOL DISTRICT STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041023
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0600
IRS990EZ/SpecialEventsNetIncomeLossAmt0-600
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041243
IRS990EZ/TotalProgramServiceExpensesAmt041023
IRS990EZ/TotalRevenueAmt013029
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.harmonyark.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012297
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035443
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt089935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0164413
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0164413
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013512
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012297
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013226
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt035443
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt089935
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0164413
IRS990ScheduleA/TotalSupportAmt0164413
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL SUPPORT $40150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER SUPPLIES/SUPPORT $516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SHAPED EXPENSES $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX & FILING FEES $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
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/PersonNm0SUSAN DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARMONY ARK EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARM
ReturnHeader/Filer/EIN0680257153
ReturnHeader/Filer/USAddress/AddressLine1Txt01935 BOHEMIAN HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0OCCIDENTAL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095465
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263701192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Torkelson & Associates CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03835 Cypress Dr STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Petaluma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094954
ReturnHeader/PreparerPersonGrp/PhoneNum07077952691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jenny C Mahrt EA
ReturnHeader/ReturnTs02023-04-21T10:51:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,697
Liabilities
-
Net assets
$85,697
Revenue
$13,029
Expenses
$41,243
Net income
-$28,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$1.12$0.55$0.33$0.22
2024Summary only. Only limited summary data is available for this year.$0.90$0.00$0.62$0.57$0.05
2023Summary only. Only limited summary data is available for this year.$0.85$0.00$0.67$0.84$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$1.02$0.30$0.14$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.13$0.41$0.28
2020Summary only. Only limited summary data is available for this year.$1.14$0.00$0.20$0.42$0.22
2019Summary only. Only limited summary data is available for this year.$1.36$0.00$0.51$0.39$0.11
2018Summary only. Only limited summary data is available for this year.$1.24$0.00$0.75$0.69$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.90$0.67$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.95$0.25$0.35$0.10
2015Summary only. Only limited summary data is available for this year.$1.05$0.00$0.29$0.37$0.08
2014Summary only. Only limited summary data is available for this year.$1.13$0.00$0.40$0.41$0.01
2013Summary only. Only limited summary data is available for this year.$1.14$0.00$0.47$0.66$0.19
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$0.45$0.36$0.09
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.34$0.70$0.36
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits