Civic Intelligence

Harmon Family Foundation

990PF • Fiscal year 2014 • EIN 75-3225655

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 20, 2015

Organization Profile
6455 Wheatstone CourtMaumee, OH 43537

(419) 861-1120

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

2nd percentile

-254%

Higher net margin than 2% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

10th percentile

-14%

Faster asset growth than 10% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

35%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$959,401

Down $161,567 (-14%) from 2013

Net Assets

Down

$959,401

Down $161,567 (-14%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin2nd percentile

Revenue

Up

$54,615

Up $14,104 (+35%) from 2013

Expenses

Up

$193,358

Up $185,832 (+2469%) from 2013

Net Income

Down

-$138,743

Down $171,728 (-521%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,116,988Liabilities 2011: $0Net Assets 2011: $1,116,9882011Assets 2012: $1,046,113Liabilities 2012: $0Net Assets 2012: $1,046,1132012Assets 2013: $1,120,968Liabilities 2013: $0Net Assets 2013: $1,120,9682013Assets 2014: $959,401Liabilities 2014: $0Net Assets 2014: $959,4012014Assets 2015: $907,763Liabilities 2015: $0Net Assets 2015: $907,7632015Assets 2016: $732,440Liabilities 2016: $0Net Assets 2016: $732,4402016Assets 2017: $702,811Liabilities 2017: $0Net Assets 2017: $702,8112017Assets 2018: $569,209Liabilities 2018: $0Net Assets 2018: $569,2092018Assets 2019: $541,436Liabilities 2019: $0Net Assets 2019: $541,4362019Assets 2020: $358,213Liabilities 2020: $0Net Assets 2020: $358,2132020Assets 2021: $408,644Liabilities 2021: $0Net Assets 2021: $408,6442021Assets 2022: $384,264Liabilities 2022: $0Net Assets 2022: $384,2642022Assets 2023: $385,847Liabilities 2023: $0Net Assets 2023: $385,8472023Assets 2024: $391,568Liabilities 2024: $0Net Assets 2024: $391,5682024

Highlighted filing

2014

Assets$959,401
Liabilities$0
Net Assets$959,401
Open 2014 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $156,5092011Expenses 2012: $132,4902012Revenue 2013: $40,511Expenses 2013: $7,526Net Income 2013: $32,9852013Revenue 2014: $54,615Expenses 2014: $193,358Net Income 2014: -$138,7432014Revenue 2015: $30,518Expenses 2015: $46,093Net Income 2015: -$15,5752015Revenue 2016: $28,910Expenses 2016: $212,156Net Income 2016: -$183,2462016Revenue 2017: $45,364Expenses 2017: $120,264Net Income 2017: -$74,9002017Revenue 2018: $55,758Expenses 2018: $98,226Net Income 2018: -$42,4682018Revenue 2019: $34,977Expenses 2019: $97,773Net Income 2019: -$62,7962019Revenue 2020: $26,841Expenses 2020: $194,578Net Income 2020: -$167,7372020Revenue 2021: $11,858Expenses 2021: $100Net Income 2021: $11,7582021Revenue 2022: $4,596Expenses 2022: $266Net Income 2022: $4,3302022Revenue 2023: $13,445Expenses 2023: $277Net Income 2023: $13,1682023Revenue 2024: $6,099Expenses 2024: $378Net Income 2024: $5,7212024

Highlighted filing

2014

Revenue$54,615
Expenses$193,358
Net Income-$138,743
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 20, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD J HARMONTrustee-$0--
JOLE R HARMONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harmon Family Foundation
EIN
75-3225655
Phone
4198611120
Address
6455 WHEATSTONE COURT, MAUMEE, OH 43537

Signing Officer

Name
Jole Harmon
Title
Trustee
Phone
4198611120
Signed
2015-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Mosley Pfundt & Glick Inc
Address
6455 WHEATSTONE CT, MAUMEE, OH 43537
Preparer
Thomas D Wesenberg CPA
Phone
4198611120
Raw XML Appendix320 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23403.864 PIMCO TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31100.413 FIRST EAGLE US VALUE FD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD J HARMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOLE R HARMON
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06455 WHEATSTONE COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MAUMEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043537
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MOSLEY PFUNDT AND GLICK INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum04198611120
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD J JOLE R HARMON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0186668
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROJECT SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OHIO STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SOPHIA CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBL CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBL CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01480 WEST LANE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16832 CONVENT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143560
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0186818
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/AppliedToCurrentYearAmt050972
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt072256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0149234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt076407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt069661
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt069661
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0433943
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0136046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt072256
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0149234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt076407
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0187018
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0136046
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0503604
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0367558
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt023417
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET UNREALIZED LOSSES-INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OHIO CHARITABLE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS (K-1)
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0541
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1541
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEG AAF TEI K-1 PORTFOLIO INC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt014748
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt014748
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0593
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04798
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04798
TaxesSchedule/TaxesDetail/Amt0789
TaxesSchedule/TaxesDetail/Amt1212
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID ON INVESTMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0212
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOLE HARMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04198611120
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARMON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARM
ReturnHeader/Filer/EIN0753225655
ReturnHeader/Filer/PhoneNum04198611120
ReturnHeader/Filer/USAddress/AddressLine1Txt06455 WHEATSTONE COURT
ReturnHeader/Filer/USAddress/CityNm0MAUMEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043537
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263710272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSLEY PFUNDT & GLICK INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06455 WHEATSTONE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198611120
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS D WESENBERG CPA
ReturnHeader/ReturnTs02015-10-21T11:10:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$959,401
Liabilities
$0
Net assets
$959,401
Revenue
$54,615
Expenses
$193,358
Net income
-$138,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.01$0.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.01$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.03$0.19$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.03$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.06$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.05$0.12$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.03$0.21$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.19$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04$0.01$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.16
Peer Organizations

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