Civic Intelligence

Pete & Arline Harman Trust Fund

990 • Fiscal year 2017 • EIN 94-2863346

May 01, 2016 to Apr 30, 2017 • Filed on Aug 01, 2017

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

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

91st percentile

48%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

69%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,811,304

Up $1,239,451 (+48%) from 2016

Net Assets

Up

$3,811,304

Up $1,239,451 (+48%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$2,057,669

Up $838,215 (+69%) from 2016

Expenses

Down

$818,398

Down $205,539 (-20%) from 2016

Net Income

Up

$1,239,271

Up $1,043,754 (+534%) from 2016

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

2017

Assets$3,811,304
Liabilities$0
Net Assets$3,811,304

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

2017

Revenue$2,057,669
Expenses$818,398
Net Income$1,239,271
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Aug 1, 2017
Return Version
2016v3.0
Gross Receipts
$2,057,676
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$2,120,553▲ $4,062
Investments in Publicly Traded Securities$2,066,765$2,067,530▲ $765
Savings and Temporary Cash Investments$505,088$1,743,774▲ $1,238,686
Rtn Earn Endowment Incm Other Fnds$455,362$1,690,751▲ $1,235,389
Total Assets$2,571,853$3,811,304▲ $1,239,451
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,571,853$3,811,304▲ $1,239,451
Total Liabilities and Net Assets / Fund Balance$2,571,853$3,811,304▲ $1,239,451
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,627,878
Program Service Revenue
$0
Investment Income
$429,791
Other Revenue
$0
All Other Contributions
$1,627,878
Change in Net Assets
$1,239,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$800,000
Other Expenses$18,398
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$800,000--$800,000
Fees for Services Other-$18,398-$18,398
Total Functional Expenses$800,000$18,398$0$818,398
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Brigham Young UnivresityProvo, UT501 C3Support University$370,000
Kqed IncSan Francisco, CA501 C3Support Charity$50,000
West Valley City Sr ProgramWest Valley City, UT501 C3Support for Sr Citizens$40,000
Women's Resource CenterHowell, MI501c3Scholarships$40,000
Myclymonds High SchoolOakland, CA501 C3Educational Grants$30,000
Berea CollegeBerea, KY501 C3Educational Grants$25,000
Intermountain Healthcare FoundationSalt Lake City, UT501 C3Support Charity$25,000
Lucille Packard Foundations for Children's HealthPalo Alto, CA501 C3Support Charity$25,000
Mali Rising FoundationSalt Lake City, UT501 C3Support Charity$25,000
The Leukemia & Lymphoma SocietyWhite Plains, NY501 C3Support Charity$25,000
Alzheimers Assoc of Greater CAMountain View, CA501 C3Support Charity$20,000
National Alzheimers AssociationChicago, IL501 C3Support Charity$20,000
Washington State UniversityPullman, WA501 C3Scholarships$20,000
Second Harvest Food Bank of Santa Clara & San MateoSan Jose, CA501 C3Support Charity$15,000
American Red CrossWashington, DC501 C3Support Charity$10,000
GLIDE FoundationSan Francisco, CA501c3Support Charity$10,000
St Anthony's Food PantrySt Louis, MO501c3Support Charity$10,000
Stanford UniversitiesStanford, CA501c3Support Charity$10,000
Boy Scouts of AmericaIrving, TX501 C3Support Charity$5,000
Boys & Girls ClubAtlanta, GA501 C3Support Charity$5,000
Girl ScoutsNew York, NY501 C3Support Charity$5,000
Guide Dogs for the BlindCassville, NY501 C3Support Charity$5,000
International Gold & Silver Plate SocietyChicago, IL501 C3Scholarships$5,000
Young LifeColorado Springs, CO501c3Support Charity$5,000
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
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
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 12C

Not applicable

Form 990, Part VI, Section B, Line 15A 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 document 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
Title
Trust Officer
Signed
2017-08-01
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
Address
PO BOX 11558, Salt Lake City, UT 84147
Preparer
Bruce W Walkup
Phone
8017186326
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1C

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 11B

Not applicable

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

Not applicable

Form 990, Part V, Line 13B 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/PurposeOfGrantTxt5EDUCATIONAL GRANTS
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4INTERNATIONAL GOLD & SILVER PLATE SOCIETY
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6WASHINGTON STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7BRIGHAM YOUNG UNIVRESITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8BOY SCOUTS OF AMERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9Girl Scouts
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10Boys & Girls Club
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11Guide Dogs for the Blind
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12KQED INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13The Leukemia & Lymphoma Society
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14Mali Rising Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15Intermountain Healthcare Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16American Red Cross
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17Lucille Packard Foundations for Children's Health
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt18Second Harvest Food Bank of Santa Clara & San Mateo
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt19Women's Resource Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt20Young Life
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt21St Anthony's Food Pantry
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt22GLIDE Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt23Stanford Universities
IRS990ScheduleI/RecipientTable/RecipientEIN0943253399
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IRS990ScheduleI/RecipientTable/RecipientEIN18942614101
IRS990ScheduleI/RecipientTable/RecipientEIN19382262728
IRS990ScheduleI/RecipientTable/RecipientEIN20840385934
IRS990ScheduleI/RecipientTable/RecipientEIN21770244191
IRS990ScheduleI/RecipientTable/RecipientEIN22941156481
IRS990ScheduleI/RecipientTable/RecipientEIN23941156365
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02607 Mytrle Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11060 LaAVenida Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2225 N Michigan
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt33600 South Constitution Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4180 North Stetson Suite 850
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5101 Chestnut St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO Box 61042
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7B340 ASB
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt81325 West Walnut Ln
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9420 5th Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt101275 Peachtree ST NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt111210 Hardscrabble Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1226901 Mariposa St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt131311 Mamaroneck Avenue Suite 310
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14PO Box 277
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1536 S State St Ste 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt162025 E St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt17400 Hamilton Ave Ste 340
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt18750 Curtner Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt192895 W Grand Riv Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt20420 N Cascade Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt213140 Meramec
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22330 Ellis St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23PO Box 204066
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Oakland
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Mountain View
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Chicago
IRS990ScheduleI/RecipientTable/USAddress/CityNm3West Valley City
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Chicago
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Berea
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Pullman
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Provo
IRS990ScheduleI/RecipientTable/USAddress/CityNm8Irving
IRS990ScheduleI/RecipientTable/USAddress/CityNm9New York
IRS990ScheduleI/RecipientTable/USAddress/CityNm10Atlanta
IRS990ScheduleI/RecipientTable/USAddress/CityNm11Cassville
IRS990ScheduleI/RecipientTable/USAddress/CityNm12San Francisco
IRS990ScheduleI/RecipientTable/USAddress/CityNm13White Plains
IRS990ScheduleI/RecipientTable/USAddress/CityNm14Salt Lake City
IRS990ScheduleI/RecipientTable/USAddress/CityNm15Salt Lake City
IRS990ScheduleI/RecipientTable/USAddress/CityNm16Washington
IRS990ScheduleI/RecipientTable/USAddress/CityNm17Palo Alto
IRS990ScheduleI/RecipientTable/USAddress/CityNm18San Jose
IRS990ScheduleI/RecipientTable/USAddress/CityNm19Howell
IRS990ScheduleI/RecipientTable/USAddress/CityNm20Colorado Springs
IRS990ScheduleI/RecipientTable/USAddress/CityNm21St Louis
IRS990ScheduleI/RecipientTable/USAddress/CityNm22San Francisco
IRS990ScheduleI/RecipientTable/USAddress/CityNm23Stanford
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd12CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd13NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd14UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd15UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd16DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd17CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd18CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd19MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd20CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd21MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd22CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd23CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094607
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2294102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2394309
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV

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