Civic Intelligence

Steven Halmos Family Foundation Inc.

EIN 83-0305837 • Fort Lauderdale, FL

Pub. 78 Eligible
17 West Las Olas Blvd Ste 1650Fort Lauderdale, FL 33301
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.15x

Higher debt load relative to revenue than 68% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-37%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

33rd percentile

-1.5%

Faster asset growth than 33% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-44%

Faster revenue growth than 8% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$4,627,512

Down $68,285 (-1.5%) from 2023

Liabilities

Down

$25,500

Down $5,863 (-19%) from 2023

Net Assets

Down

$4,602,012

Down $62,422 (-1.3%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin12th percentile

Revenue

Down

$169,136

Down $132,175 (-44%) from 2023

Expenses

Down

$231,558

Down $82,802 (-26%) from 2023

Net Income

Down

-$62,422

Down $49,373 (-378%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,793,039Liabilities 2011: $02011Assets 2012: $4,940,493Liabilities 2012: $02012Assets 2013: $4,984,733Liabilities 2013: $02013Assets 2014: $5,079,271Liabilities 2014: $6,2372014Assets 2015: $5,004,747Liabilities 2015: $1Net Assets 2015: $5,004,7472015Assets 2016: $4,791,158Liabilities 2016: $0Net Assets 2016: $4,791,1582016Assets 2017: $5,398,407Liabilities 2017: $7,662Net Assets 2017: $5,390,7452017Assets 2018: $5,016,862Liabilities 2018: $0Net Assets 2018: $5,016,8622018Assets 2019: $4,664,456Liabilities 2019: $10,051Net Assets 2019: $4,654,4052019Assets 2020: $4,719,282Liabilities 2020: $1Net Assets 2020: $4,719,2822020Assets 2021: $4,813,722Liabilities 2021: $1Net Assets 2021: $4,813,7222021Assets 2022: $4,677,414Liabilities 2022: $83Net Assets 2022: $4,677,3312022Assets 2023: $4,695,797Liabilities 2023: $31,363Net Assets 2023: $4,664,4342023Assets 2024: $4,627,512Liabilities 2024: $25,500Net Assets 2024: $4,602,0122024

Highlighted filing

2024

Assets$4,627,512
Liabilities$25,500
Net Assets$4,602,012
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,139,826Expenses 2011: $84,341Net Income 2011: $3,055,4852011Revenue 2012: $218,558Expenses 2012: $71,104Net Income 2012: $147,4542012Revenue 2013: $289,668Expenses 2013: $245,428Net Income 2013: $44,2402013Revenue 2014: $354,286Expenses 2014: $265,985Net Income 2014: $88,3012014Revenue 2015: $252,025Expenses 2015: $320,312Net Income 2015: -$68,2872015Revenue 2016: $79,202Expenses 2016: $292,791Net Income 2016: -$213,5892016Revenue 2017: $908,804Expenses 2017: $309,217Net Income 2017: $599,5872017Revenue 2018: $132,153Expenses 2018: $506,036Net Income 2018: -$373,8832018Revenue 2019: $137,671Expenses 2019: $500,128Net Income 2019: -$362,4572019Revenue 2020: $75,249Expenses 2020: $10,372Net Income 2020: $64,8772020Revenue 2021: $103,728Expenses 2021: $9,288Net Income 2021: $94,4402021Revenue 2022: $102,803Expenses 2022: $239,194Net Income 2022: -$136,3912022Revenue 2023: $301,311Expenses 2023: $314,360Net Income 2023: -$13,0492023Revenue 2024: $169,136Expenses 2024: $231,558Net Income 2024: -$62,4222024

Highlighted filing

2024

Revenue$169,136
Expenses$231,558
Net Income-$62,422
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,627,512
Liabilities
$25,500
Net assets
$4,602,012
Revenue
$169,136
Expenses
$231,558
Net income
-$62,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.63$0.03$4.60$0.17$0.23$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.70$0.03$4.66$0.30$0.31$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.10$0.24$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.10$0.01$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.08$0.01$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.01$4.65$0.14$0.50$0.36
2018Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.13$0.51$0.37
2017Detailed filing. Detailed filing data is available for this year.$5.40$0.01$5.39$0.91$0.31$0.60
2016Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.08$0.29$0.21
2015Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.25$0.32$0.07
2014Summary only. Only limited summary data is available for this year.$5.08$0.01$0.35$0.27$0.09
2013Summary only. Only limited summary data is available for this year.$4.98$0.00$0.29$0.25$0.04
2012Summary only. Only limited summary data is available for this year.$4.94$0.00$0.22$0.07$0.15
2011Summary only. Only limited summary data is available for this year.$4.79$0.00$3.14$0.08$3.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN J HALMOSPresident-$0--
JEFFRY HALMOSTreasurer-$0--
MADELAINE G HALMOSVice President-$0--
STEPHANIE HALMOSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Steven Halmos Family Foundation Inc
EIN
83-0305837
Phone
9547604980
Address
17 WEST LAS OLAS BLVD STE 1650, FORT LAUDERDALE, FL 33301

Signing Officer

Name
Steven J Halmos
Title
President
Phone
9547604980
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Templeton & Company Llp
Address
201 EAST LAS OLAS BLVD STE 1650, FORT LAUDERDALE, FL 33301
Preparer
John Chenoweth
Phone
9543330001
Raw XML AppendixShowing 400 of 418 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9600 14TH STREET NW SUITE 500
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt24040
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt325000
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13131
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt24040
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt30
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13131
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt29153
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01000
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt062
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TaxesSchedule/TaxesDetail/CategoryTxt0OTHER FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt062
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14272
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN J HALMOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09547604980
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVEN HALMOS FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0830305837
ReturnHeader/Filer/PhoneNum09547604980
ReturnHeader/Filer/USAddress/AddressLine1Txt017 WEST LAS OLAS BLVD STE 1650

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