Civic Intelligence

Helen White Harvey Foundation

990PF • Fiscal year 2023 • EIN 20-2733105

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profile
1545 Pinetop RoadWoodland, PA 16881

(724) 689-7834

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-141%

Higher net margin than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.6%

Faster asset growth than 39% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$223,102

Down $10,655 (-4.6%) from 2022

Net Assets

Down

$223,102

Down $10,655 (-4.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin7th percentile

Revenue

Down

$7,995

Down $2,235 (-22%) from 2022

Expenses

Up

$19,304

Up $536 (+2.9%) from 2022

Net Income

Down

-$11,309

Down $2,771 (-32%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$300K$200K$100K$0Assets 2011: $298,796Liabilities 2011: $02011Assets 2012: $299,121Liabilities 2012: $02012Assets 2013: $275,969Liabilities 2013: $02013Assets 2014: $245,074Liabilities 2014: $02014Assets 2015: $241,366Liabilities 2015: $02015Assets 2019: $258,553Liabilities 2019: $02019Assets 2020: $249,636Liabilities 2020: $0Net Assets 2020: $249,6362020Assets 2021: $242,737Liabilities 2021: $0Net Assets 2021: $242,7372021Assets 2022: $233,757Liabilities 2022: $0Net Assets 2022: $233,7572022Assets 2023: $223,102Liabilities 2023: $0Net Assets 2023: $223,1022023Assets 2024: $220,168Liabilities 2024: $0Net Assets 2024: $220,1682024

Highlighted filing

2023

Assets$223,102
Liabilities$0
Net Assets$223,102
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $39,507Expenses 2011: $30,016Net Income 2011: $9,4912011Revenue 2012: $23,520Expenses 2012: $23,195Net Income 2012: $3252012Revenue 2013: $5,020Expenses 2013: $28,172Net Income 2013: -$23,1522013Revenue 2014: -$9,310Expenses 2014: $21,585Net Income 2014: -$30,8952014Revenue 2015: $12,455Expenses 2015: $16,163Net Income 2015: -$3,7082015Revenue 2019: $9,808Expenses 2019: $18,203Net Income 2019: -$8,3952019Revenue 2020: $11,579Expenses 2020: $20,496Net Income 2020: -$8,9172020Revenue 2021: $10,057Expenses 2021: $16,956Net Income 2021: -$6,8992021Revenue 2022: $10,230Expenses 2022: $18,768Net Income 2022: -$8,5382022Revenue 2023: $7,995Expenses 2023: $19,304Net Income 2023: -$11,3092023Revenue 2024: $16,914Expenses 2024: $18,606Net Income 2024: -$1,6922024

Highlighted filing

2023

Revenue$7,995
Expenses$19,304
Net Income-$11,309
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHELL R HARVEYChairman / MPT$0--
GIL WIDENHOFERBoard Of Director-$0--
Filing and Contact Details

Filer

Filer Name
Helen White Harvey Foundation
EIN
20-2733105
Phone
7246897834
Address
1545 PINETOP ROAD, WOODLAND, PA 16881

Signing Officer

Name
Mitchell R Harvey
Title
Chairman / Manager
Phone
7246897834
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Lively & Associates Pllc
Address
510 STAFFORD DR, PRINCETON, WV 24740
Preparer
Kevin T Worley
Phone
3044258771
Raw XML Appendix302 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt010856
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01671
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010375
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03560
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016000
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010375
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05231
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt128853
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt236031
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt331935
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt427849
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt521705
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt69000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt710000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt810000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt910150
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ALTERNATIVE CREDIT INCOME FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CAPITAL INCOME BUILDER FUND CL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2DOUBLELINE TOTAL RETURN BOND FUND CL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3PIMCO INCOME FUND CL I - 2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4TRANSAMERICA ST BOND FUND CL I
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5ISHARES TR CORE MODERATE ALLOCATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6JPMORGAN GLOBAL GTD MED TM 3/31/23
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7JPMORGAN GLOBAL GTD 9/6/24
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8JPMORGAN GLOBAL GTD MED TM 3/5/25
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9CITIGROUP GLOBAL MED TM 9/3/27
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt130011
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt237325
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt333734
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt428800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt521705
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt610000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt710000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt810631
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt034790
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt132136
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt231202
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt330442
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt428097
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt524159
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt613125
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt711445
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt810483
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0142
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BALANCE DUE WITH 2022 RETURN
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0796
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02563
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCHELL R HARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN / MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum07246897834
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN WHITE HARVEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0202733105
ReturnHeader/Filer/PhoneNum07246897834
ReturnHeader/Filer/USAddress/AddressLine1Txt01545 PINETOP ROAD
ReturnHeader/Filer/USAddress/CityNm0WOODLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016881
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204130124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIVELY & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 STAFFORD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRINCETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024740
ReturnHeader/PreparerPersonGrp/PhoneNum03044258771
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN T WORLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-10T08:20:34-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MITCHELL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARVEY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,102
Liabilities
$0
Net assets
$223,102
Revenue
$7,995
Expenses
$19,304
Net income
-$11,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.17$0.19$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.08$0.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.10$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.10$0.17$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.12$0.20$0.09
2019Summary only. Only limited summary data is available for this year.$2.59$0.00$0.10$0.18$0.08
2015Summary only. Only limited summary data is available for this year.$2.41$0.00$0.12$0.16$0.04
2014Summary only. Only limited summary data is available for this year.$2.45$0.00$0.09$0.22$0.31
2013Summary only. Only limited summary data is available for this year.$2.76$0.00$0.05$0.28$0.23
2012Summary only. Only limited summary data is available for this year.$2.99$0.00$0.24$0.23$0.00
2011Summary only. Only limited summary data is available for this year.$2.99$0.00$0.40$0.30$0.09