Civic Intelligence

Lucian a & Jerri Jeter Harvey Foundation

EIN 01-0554145 • Jackson, MS

Pub. 78 Eligible
2222 Eastover DriveJackson, MS 39211
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

1st percentile

-178300%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

0.0%

Faster revenue growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$82,760

Down $17,830 (-18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$82,760

Down $17,830 (-18%) from 2023

Revenue

Flat

$10

Flat from 2023

Expenses

Up

$17,840

Up $2,835 (+19%) from 2023

Net Income

Down

-$17,830

Down $2,835 (-19%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $186,899Liabilities 2010: $0Net Assets 2010: $186,8992010Assets 2011: $176,501Liabilities 2011: $0Net Assets 2011: $176,5012011Assets 2012: $199,163Liabilities 2012: $12012Assets 2013: $213,424Liabilities 2013: $0Net Assets 2013: $213,4242013Assets 2014: $202,445Liabilities 2014: $0Net Assets 2014: $202,4452014Assets 2015: $191,946Liabilities 2015: $0Net Assets 2015: $191,9462015Assets 2016: $181,427Liabilities 2016: $0Net Assets 2016: $181,4272016Assets 2017: $171,363Liabilities 2017: $0Net Assets 2017: $171,3632017Assets 2018: $161,778Liabilities 2018: $0Net Assets 2018: $161,7782018Assets 2019: $152,894Liabilities 2019: $0Net Assets 2019: $152,8942019Assets 2020: $144,598Liabilities 2020: $0Net Assets 2020: $144,5982020Assets 2021: $132,087Liabilities 2021: $0Net Assets 2021: $132,0872021Assets 2022: $115,585Liabilities 2022: $0Net Assets 2022: $115,5852022Assets 2023: $100,590Liabilities 2023: $0Net Assets 2023: $100,5902023Assets 2024: $82,760Liabilities 2024: $0Net Assets 2024: $82,7602024

Latest loaded filing

2024

Assets$82,760
Liabilities$0
Net Assets$82,760

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $8,2682010Expenses 2011: $10,9052011Revenue 2012: $30,376Expenses 2012: $7,714Net Income 2012: $22,6622012Revenue 2013: $25,222Expenses 2013: $10,961Net Income 2013: $14,2612013Revenue 2014: $127Expenses 2014: $11,106Net Income 2014: -$10,9792014Revenue 2015: $98Expenses 2015: $10,597Net Income 2015: -$10,4992015Revenue 2016: $88Expenses 2016: $10,607Net Income 2016: -$10,5192016Revenue 2017: $81Expenses 2017: $10,145Net Income 2017: -$10,0642017Revenue 2018: $85Expenses 2018: $9,670Net Income 2018: -$9,5852018Revenue 2019: $80Expenses 2019: $8,964Net Income 2019: -$8,8842019Revenue 2020: $61Expenses 2020: $8,357Net Income 2020: -$8,2962020Revenue 2021: $14Expenses 2021: $12,525Net Income 2021: -$12,5112021Revenue 2022: $13Expenses 2022: $16,515Net Income 2022: -$16,5022022Revenue 2023: $10Expenses 2023: $15,005Net Income 2023: -$14,9952023Revenue 2024: $10Expenses 2024: $17,840Net Income 2024: -$17,8302024

Latest loaded filing

2024

Revenue$10
Expenses$17,840
Net Income-$17,830

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.00$0.18$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.00$0.15$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.00$0.17$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.00$0.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.00$0.08$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.00$0.09$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.00$0.10$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.00$0.10$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.00$0.11$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.00$0.11$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.00$0.11$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.25$0.11$0.14
2012Summary only. Only limited summary data is available for this year.$1.99$0.00$0.30$0.08$0.23
2011Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 15, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerri Jeter HarveyPresident-$0--
Lucia Harvey WhiteVice-President-$0--
Robin L HarveySecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNorthminster Baptist ChurchTo support the purpose of the church-Jackson, MS, US$8,000
Paid GrantTest Taking Solution FoundationTo support the mission of the organization-Jackson, MS, US$3,000
Paid GrantMethodist RehabilitationTo support the mission of the organization-Jackson, MS, US$2,500
Paid GrantGarden Club of JacksonTo support the mission of the organization-Jackson, MS, US$1,000
Paid GrantSt Jude Children's HospitalTo support the mission of the organization-Memphis, TN, US$500
Paid GrantStewpot Community ServicesTo support the mission of the organization-Jackson, MS, US$500
Paid GrantMD AndersonTo support the mission of the organization-Houston, TX, US$250
Paid GrantTunnel To Towers FoundationTo support the mission of the organization-Staten Island, NY, US$200
Paid GrantToys For TotsTo support the mission of the organization-Houma, LA, US$120
Paid GrantPaws for Purple HeartsTo support the mission of the organization-Penngrove, CA, US$120
Paid GrantRonald McDonald HouseTo support the mission of the organization-Jackson, MS, US$108
Filing and Contact Details

Filer

Filer Name
Lucian A & Jerri Jeter Harvey Foundation
EIN
01-0554145
In Care Of
% JERRI JETER HARVEY
Phone
6013661531
Address
2222 Eastover Drive, Jackson, MS 39211

Signing Officer

Name
Lucian Harvey Jr
Title
President
Phone
6013661531
Signed
2026-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
1400 Meadowbrook Road Suite 300, Jackson, MS 39211-6349
Phone
6019486700
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jerri Jeter Harvey
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9To support the mission of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10To support the mission of the organization
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Toys For Tots
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Paws for Purple Hearts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MD Anderson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Test Taking Solution Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8St Jude Children's Hospital
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03955 Ridgewood Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11350 E Woodrow Wilson Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2310 Merrill Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32361 Hylan Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt410201 Old Redwood Hwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51515 Holcombe Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62104 Thousand Oaks Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72524 N State St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8262 Danny Thomas Pl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91100 W Capitol St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10P O Box 13026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Houma
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Staten Island
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Penngrove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Jackson
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd039211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd139216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd270363
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494951
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd577030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd639212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd739216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd838105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd939203
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016298
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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/AppliedToCurrentYearAmt03742
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039626
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012556
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012042
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08521
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06507
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02023
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016298
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012556
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039626
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027070
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCIAN HARVEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06013661531
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lucian A & Jerri Jeter Harvey Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0010554145
ReturnHeader/Filer/InCareOfNm0% JERRI JETER HARVEY
ReturnHeader/Filer/PhoneNum06013661531
ReturnHeader/Filer/USAddress/AddressLine1Txt02222 Eastover Drive
ReturnHeader/Filer/USAddress/CityNm0Jackson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 Meadowbrook Road Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jackson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0392116349
ReturnHeader/PreparerPersonGrp/PhoneNum06019486700
ReturnHeader/ReturnTs02026-03-31T11:01:51-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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