Civic Intelligence

Pete & Arline Harman Trust Fund

990 • Fiscal year 2015 • EIN 94-2863346

May 01, 2014 to Apr 30, 2015 • Filed on Sep 10, 2015

C/O Deseret Trust CO PO Box 11558Salt Lake City, UT 84147-0558

(801) 363-2991

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

41st percentile

0.3%

Higher net margin than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

0.2%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$2,376,219

Up $1,326 (+0.1%) from 2014

Net Assets

Up

$2,376,219

Up $1,326 (+0.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$427,611

Up $937 (+0.2%) from 2014

Expenses

Down

$426,285

Down $1,289 (-0.3%) from 2014

Net Income

Up

$1,326

Up $2,226 (+247%) from 2014

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2012: $2,372,401Liabilities 2012: $0Net Assets 2012: $2,372,4012012Assets 2013: $2,375,793Liabilities 2013: $0Net Assets 2013: $2,375,7932013Assets 2014: $2,374,893Liabilities 2014: $0Net Assets 2014: $2,374,8932014Assets 2015: $2,376,219Liabilities 2015: $0Net Assets 2015: $2,376,2192015Assets 2016: $2,571,853Liabilities 2016: $0Net Assets 2016: $2,571,8532016Assets 2017: $3,811,304Liabilities 2017: $0Net Assets 2017: $3,811,3042017Assets 2018: $3,597,355Liabilities 2018: $0Net Assets 2018: $3,597,3552018Assets 2019: $3,331,357Liabilities 2019: $0Net Assets 2019: $3,331,3572019Assets 2020: $55,151,698Liabilities 2020: $0Net Assets 2020: $55,151,6982020Assets 2021: $58,110,339Liabilities 2021: $0Net Assets 2021: $58,110,3392021Assets 2022: $59,077,970Liabilities 2022: $0Net Assets 2022: $59,077,9702022Assets 2023: $58,956,585Liabilities 2023: $0Net Assets 2023: $58,956,5852023Assets 2024: $58,258,735Liabilities 2024: $0Net Assets 2024: $58,258,7352024Assets 2025: $58,209,826Liabilities 2025: $0Net Assets 2025: $58,209,8262025

Highlighted filing

2015

Assets$2,376,219
Liabilities$0
Net Assets$2,376,219

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2012: $533,003Expenses 2012: $422,535Net Income 2012: $110,4682012Expenses 2013: $423,4822013Revenue 2014: $426,674Expenses 2014: $427,574Net Income 2014: -$9002014Revenue 2015: $427,611Expenses 2015: $426,285Net Income 2015: $1,3262015Revenue 2016: $1,219,454Expenses 2016: $1,023,937Net Income 2016: $195,5172016Revenue 2017: $2,057,669Expenses 2017: $818,398Net Income 2017: $1,239,2712017Revenue 2018: $1,185,285Expenses 2018: $1,399,234Net Income 2018: -$213,9492018Revenue 2019: $1,153,267Expenses 2019: $1,419,265Net Income 2019: -$265,9982019Revenue 2020: $53,360,225Expenses 2020: $1,539,884Net Income 2020: $51,820,3412020Revenue 2021: $4,211,444Expenses 2021: $1,252,803Net Income 2021: $2,958,6412021Revenue 2022: $2,949,653Expenses 2022: $1,982,022Net Income 2022: $967,6312022Revenue 2023: $1,932,409Expenses 2023: $2,053,794Net Income 2023: -$121,3852023Revenue 2024: $1,734,577Expenses 2024: $2,432,427Net Income 2024: -$697,8502024Revenue 2025: $2,515,453Expenses 2025: $2,564,362Net Income 2025: -$48,9092025

Highlighted filing

2015

Revenue$427,611
Expenses$426,285
Net Income$1,326
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Sep 10, 2015
Return Version
2014v5.0
Gross Receipts
$427,611
Mission and Program Overview

Mission

Provides support to churches, educational institutions other charitable programs that assist people, especially young people, to make a difference to society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,116,491$2,116,491→ $0
Investments in Publicly Traded Securities$2,064,128$2,065,339▲ $1,211
Savings and Temporary Cash Investments$310,765$310,880▲ $115
Rtn Earn Endowment Incm Other Fnds$258,402$259,728▲ $1,326
Total Assets$2,374,893$2,376,219▲ $1,326
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,374,893$2,376,219▲ $1,326
Total Liabilities and Net Assets / Fund Balance$2,374,893$2,376,219▲ $1,326
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$0
Investment Income
$427,111
Other Revenue
$0
All Other Contributions
$500
Change in Net Assets
$1,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$408,611
Other Expenses$17,674
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$408,611--$408,611
Fees for Service Investment Mgmnt Fees-$17,674-$17,674
Total Functional Expenses$408,611$17,674$0$426,285
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Brigham Young UnivresityProvo, UT501 C3Support University$205,000
University of UtahSalt Lake City, UT501 C3Scholarships$40,000
West Valley City Sr ProgramWest Valley City, UT501 C3Support for Sr Citizens$40,000
Myclymonds High SchoolOakland, CA501 C3Educational Grants$30,000
Brigham Young University - College of Family Home & Social SciencesProvo, UT501 C3Scholarships$25,000
Alzheimers Assoc of Greater CAMountain View, CA501 C3Support Charity$20,000
National Alzheimers AssociationChicago, IL501 C3Support Charity$20,000
Hotel & Restaurant Education FoundationSan Francisco, CA501 C3Educational Grants$10,000
International Gold & Silver Plate SocietyChicago, IL501 C3Scholarships$5,000
Berea CollegeBerea, KY501 C3Educational Grants$4,000
Miami Dade CollegeMiami, FL501 C3Scholarship$2,611
Culinary Institute of AmericaHyde Park, NY501 C3Educational Grants$2,000
United Cerebal PalsySalt Lake City, UT501 C3Support Charity$2,000
Washington State UniversityPullman, WA501 C3Scholarships$2,000
Salt Lake Community CollegeSalt Lake City, UT501 C3Scholarships$1,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 10B

Not applicable

Form 990, Part VI, Section B, Line 12B and 12C

Not applicable

Form 990, Part VI, Section B, Line 15A and 15B

Not applicable

Form 990, Part VI, Section B, Line 16B

Not applicable

Form 990, Part VI, Section C, Line 18

We make our governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Pete & Arline Harman Trust Fund
EIN
94-2863346
Phone
8013632991
Address
C/O DESERET TRUST CO PO BOX 11558, SALT LAKE CITY, UT 84147-0558

Signing Officer

Name
E Bruce Haws Trust Officer
Title
Trust Officer
Signed
2015-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James D Olsen Co Harman Management
Formed
1982
Legal Domicile
Ut
Voting Board Members
4
Independent Board Members
3
Employees
0

Preparer

Firm
Deseret Trust Company
Address
PO Box 11558, Salt Lake City, UT 84147
Preparer
Bruce Walkup
Phone
8014331525
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line lc

Not applicable

Form 990, Part V, Line 2B

Not applicable

Form 990, Part V, Line 3B

Not applicable

Form 990, Part V, Line 5C

Not applicable

Form 990, Part V, Line 6B

Not applicable

Form 990, Part V, Line 7B, 7C, 7D, 7G, 7H

Not applicable

Form 990, Part V, Line 10A and 10B

Not applicable

Form 990, Part V, Line 11A and 11B

Not applicable

Form 990, Part V, Line 12A and 12B

Not applicable

Form 990, Part V, Line 13B and 13C

Not applicable

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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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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt650 Phelan Ave
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt114600 S Redwood Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12B340 ASB
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13B340 ASB
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14300 NE 2nd Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Salt Lake City
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Oakland
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Mountain View
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Chicago
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Salt Lake City
IRS990ScheduleI/RecipientTable/USAddress/CityNm5West Valley City
IRS990ScheduleI/RecipientTable/USAddress/CityNm6San Francisco
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Chicago
IRS990ScheduleI/RecipientTable/USAddress/CityNm8Hyde Park
IRS990ScheduleI/RecipientTable/USAddress/CityNm9Berea
IRS990ScheduleI/RecipientTable/USAddress/CityNm10Pullman
IRS990ScheduleI/RecipientTable/USAddress/CityNm11Salt Lake City
IRS990ScheduleI/RecipientTable/USAddress/CityNm12Provo
IRS990ScheduleI/RecipientTable/USAddress/CityNm13Provo
IRS990ScheduleI/RecipientTable/USAddress/CityNm14Miami
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd12UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd13UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd14FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd084112
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194607
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294043
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd360601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd484119
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd584119
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd694112
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd760601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd812538
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd940403
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1099164
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1184123
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1284602
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1384602
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1433132
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc4FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc5FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc6FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc7FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc8FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc9FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc10FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc11FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc12FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc13FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc14FMV
IRS990ScheduleI/TotalOtherOrgCnt015
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14We make our governing documents and financial statements available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Line lc
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part V, Line 2b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part V, Line 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part V, Line 5c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part V, Line 6b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part V, Line 7b, 7c, 7d, 7g, 7h
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part V, Line 10a and 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part V, Line 11a and 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part V, Line 12a and 12b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part V, Line 13b and 13c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part VI, Section B, Line 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part VI, Section B, Line 12b and 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part VI, Section B, Line 15a and 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part VI, Section B, Line 16b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part VI, Section C, Line 18
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02374893
IRS990/TotalAssetsEOYAmt02376219
IRS990/TotalAssetsGrp/BOYAmt02374893
IRS990/TotalAssetsGrp/EOYAmt02376219
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017674
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0408611
IRS990/TotalFunctionalExpensesGrp/TotalAmt0426285
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02374893
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02376219
IRS990/TotalProgramServiceExpensesAmt0408611
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0425899
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0427611
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02374893
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02376219
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0199 1ST ST No 212
IRS990/USAddress/CityNm0LOS ALTOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.2$0.00$58.2$2.52$2.56$0.05
2024Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$1.73$2.43$0.70
2023Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$1.93$2.05$0.12
2022Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$2.95$1.98$0.97
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.1$0.00$58.1$4.21$1.25$2.96
2020Summary only. Only limited summary data is available for this year.$55.2$0.00$55.2$53.4$1.54$51.8
2019Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$1.15$1.42$0.27
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.19$1.40$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$2.06$0.82$1.24
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$1.22$1.02$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.43$0.43$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.43$0.43$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.00$2.38$0.42
2012Summary only. Only limited summary data is available for this year.$2.37$0.00$2.37$0.53$0.42$0.11