Civic Intelligence

Harmon Family Foundation

990PF • Fiscal year 2016 • EIN 75-3225655

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 15, 2017

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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

2nd percentile

-634%

Higher net margin than 2% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

8th percentile

-19%

Faster asset growth than 8% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-5.3%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$732,440

Down $175,323 (-19%) from 2015

Net Assets

Down

$732,440

Down $175,323 (-19%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$28,910

Down $1,608 (-5.3%) from 2015

Expenses

Up

$212,156

Up $166,063 (+360%) from 2015

Net Income

Down

-$183,246

Down $167,671 (-1077%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$732,440
Liabilities$0
Net Assets$732,440

Operations Trend

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

2016

Revenue$28,910
Expenses$212,156
Net Income-$183,246
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

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 R Harmon
Title
Trustee
Phone
4198611120
Signed
2017-08-15
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 Appendix331 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD J HARMON
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0207168
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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/Amt0186968
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION (BUILDING PROJECT)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OHIO STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WEST SIDE MONTESSORI 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/AddressLine1Txt17115 W BANCROFT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143615
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0206968
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/AppliedToCurrentYearAmt039696
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0136046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt072256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0149234
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0149234
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0375774
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0167472
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0136046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt072256
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0207168
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0167472
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0525008
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0357536
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OHIO CHARITABLE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01871
OtherIncreasesSchedule/OtherIncreasesDetail/Amt16052
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS (SCHWAB)
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAIN-INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04235
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04235
TaxesSchedule/TaxesDetail/Amt0491
TaxesSchedule/TaxesDetail/Amt1262
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID ON INVESTMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0262
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOLE R HARMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04198611120
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0648C8AD4B4919CE9EA9754D96F8D5D1D695341EB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B8C93D922C4DF1CD5B09BFE3ACBC95D8EFE7CC5
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/PreparationDt02017-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS D WESENBERG CPA
ReturnHeader/ReturnTs02017-08-28T11:26:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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