Civic Intelligence

Harvey Foundation Inc.

990EZ • Fiscal year 2020 • EIN 81-2620108

Jan 01, 2020 to Dec 31, 2020 • Filed on Jan 06, 2023

5 Meadow View DrNantucket, MA 02554

(508) 247-1756

Siviq Scores

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

Liabilities / Assets

68th percentile

0.04x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.09x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

31st percentile

-7.2%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

34th percentile

-4.5%

Faster asset growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

401%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$213,976

Down $10,103 (-4.5%) from 2019

Net Assets

Down

$206,024

Down $6,736 (-3.2%) from 2019

Liabilities

Down

$7,952

Down $3,367 (-30%) from 2019

Revenue

Up

$93,356

Up $74,714 (+401%) from 2019

Expenses

Up

$100,100

Up $82,917 (+483%) from 2019

Net Income

Down

-$6,744

Down $8,203 (-562%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $119,176Liabilities 2015: $177Net Assets 2015: $118,9992015Assets 2016: $175,018Net Assets 2016: $175,0182016Assets 2017: $199,461Liabilities 2017: $2,100Net Assets 2017: $197,3612017Assets 2018: $219,785Liabilities 2018: $8,475Net Assets 2018: $211,3102018Assets 2019: $224,079Liabilities 2019: $11,319Net Assets 2019: $212,7602019Assets 2020: $213,976Liabilities 2020: $7,952Net Assets 2020: $206,0242020Assets 2022: $350,526Liabilities 2022: $1,173Net Assets 2022: $349,3532022Assets 2023: $422,591Liabilities 2023: $1,321Net Assets 2023: $421,2702023Assets 2024: $451,905Liabilities 2024: $1,320Net Assets 2024: $450,5852024

Highlighted filing

2020

Assets$213,976
Liabilities$7,952
Net Assets$206,024

Operations Trend

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

$200K$100K$0-$100KRevenue 2015: $119,730Expenses 2015: $731Net Income 2015: $118,9992015Revenue 2016: $68,175Expenses 2016: $12,156Net Income 2016: $56,0192016Revenue 2017: $49,855Expenses 2017: $27,512Net Income 2017: $22,3432017Revenue 2018: $21,239Expenses 2018: $7,290Net Income 2018: $13,9492018Revenue 2019: $18,642Expenses 2019: $17,183Net Income 2019: $1,4592019Revenue 2020: $93,356Expenses 2020: $100,100Net Income 2020: -$6,7442020Revenue 2022: $197,671Expenses 2022: $94,770Net Income 2022: $102,9012022Revenue 2023: $183,467Expenses 2023: $117,556Net Income 2023: $65,9112023Revenue 2024: $111,470Expenses 2024: $82,155Net Income 2024: $29,3152024

Highlighted filing

2020

Revenue$93,356
Expenses$100,100
Net Income-$6,744
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 6, 2023
Return Version
2020v4.0
Gross Receipts
$93,356
Mission and Program Overview

Mission

To award scholarships in memory of robin harvey to qualified students who plan to continue post secondary education after graduation and to make gifts or grants to such organizations as permissable for a corporation organized in massachusetts.

Program Services

DescriptionGrantsExpenses
HARVEY OPEN. GOLFING TOURNAMENT TO RAISE MONEY FOR DONATIONS.-$40,105
GRACEFUL GIVING /MEAL PROGRAM-$32,039
FUNDRAISING RUN - RACE HELD IN HONOR OF ROBIN HARVEY. SCHOLARSHIPS WERE PROVIDED AND WILL CONTINUE TO BE PROVIDED FROM THE RACE FUNDRAISER.-$11,931
MARCH MADNESS 3V3 - BASKETBALL EVENT FOR CHILDREN - HELD TO RAISE MONEY FOR DONATIONS.-$11,220
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADRIENE LOMBARDIPresident-$0--
MELANIE SABINTreasurer-$0--
TRAVIS LOMBARDIVice Preside-$0--
ELIZABETH REINEMOClerk-$0--
JEANNE DIAMONDDirector-$0--
MIN DAYDirector-$0--
JAMES PIGNATODirector-$0--
EDWARD SANFORDDirector-$0--
JEAN MARIE GRASINGDirector-$0--
JERRY W ADAMSDirector-$0--
KARI HARVEYDirector-$0--
JOCELYN BENIDirector-$0--
JAMIE FOSTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harvey Foundation Inc
EIN
81-2620108
Phone
5082471756
Address
5 MEADOW VIEW DR, NANTUCKET, MA 02554

Signing Officer

Name
Melanie Sabin
Title
Treasurer
Phone
5082471756
Signed
2023-01-06
Discuss with paid preparer
Yes

Preparer

Firm
Dennis & Associates Pc
Address
176 GRANITE STREET, QUINCY, MA 02169-5016
Preparer
David M Dennis CPA
Phone
6174796300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses graceful giving 5,000 office 4,805 insurance 1,611 total 11,416

Form 990-ez, Part II, Line 24

Inventories for sale or use 600 600 total 600 600

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 35 0 credit cards payable 11,276 7,952

Form 990-ez, Part III

To award scholarships in memory of robin harvey to qualified students who plan to continue post secondary education after graduation and to make gifts or grants to such organizations as permissable for a corporation organized in massachusetts.

Form 990-ez, Part III, Line 31

Graceful giving /meal program

Raw XML Appendix203 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.

Path#Value
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CompensationExplanation/CompensationExplanationGrp/PersonNm1MELANIE SABIN
CompensationExplanation/CompensationExplanationGrp/PersonNm2TRAVIS LOMBARDI
CompensationExplanation/CompensationExplanationGrp/PersonNm3ELIZABETH REINEMO
CompensationExplanation/CompensationExplanationGrp/PersonNm4JEANNE DIAMOND
CompensationExplanation/CompensationExplanationGrp/PersonNm5MIN DAY
CompensationExplanation/CompensationExplanationGrp/PersonNm6JAMES PIGNATO
CompensationExplanation/CompensationExplanationGrp/PersonNm7EDWARD SANFORD
CompensationExplanation/CompensationExplanationGrp/PersonNm8JEAN MARIE GRASING
CompensationExplanation/CompensationExplanationGrp/PersonNm9JERRY W ADAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm10KARI HARVEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JOCELYN BENI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0600
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0600
IRS990EZ/OtherExpensesTotalAmt011416
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO AWARD SCHOLARSHIPS IN MEMORY OF ROBIN HARVEY TO QUALIFIED STUDENTS WHO PLAN TO CONTINUE POST SECONDARY EDUCATION AFTER GRADUATION AND TO MAKE GIFTS OR GRANTS TO SUCH ORGANIZATIONS AS PERMISSABLE FOR A CORPORATION ORGANIZED IN MASSACHUSETTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING RUN - RACE HELD IN HONOR OF ROBIN HARVEY. SCHOLARSHIPS WERE PROVIDED AND WILL CONTINUE TO BE PROVIDED FROM THE RACE FUNDRAISER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HARVEY OPEN. GOLFING TOURNAMENT TO RAISE MONEY FOR DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MARCH MADNESS 3V3 - BASKETBALL EVENT FOR CHILDREN - HELD TO RAISE MONEY FOR DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3GRACEFUL GIVING /MEAL PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011931
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt140105
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211220
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt332039
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt095295
IRS990EZ/TotalRevenueAmt093356
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://HARVEYFOUNDATIONNANTUCKET.ORG/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt093356
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010144
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0119062
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES GRACEFUL GIVING 5,000 OFFICE 4,805 INSURANCE 1,611 TOTAL 11,416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 600 600 TOTAL 600 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 35 0 CREDIT CARDS PAYABLE 11,276 7,952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO AWARD SCHOLARSHIPS IN MEMORY OF ROBIN HARVEY TO QUALIFIED STUDENTS WHO PLAN TO CONTINUE POST SECONDARY EDUCATION AFTER GRADUATION AND TO MAKE GIFTS OR GRANTS TO SUCH ORGANIZATIONS AS PERMISSABLE FOR A CORPORATION ORGANIZED IN MASSACHUSETTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRACEFUL GIVING /MEAL PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-03-07 01:45:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MELANIE SABIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05082471756
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVEY FOUNDATION INC
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ReturnHeader/Filer/EIN0812620108
ReturnHeader/Filer/PhoneNum05082471756
ReturnHeader/Filer/USAddress/AddressLine1Txt05 MEADOW VIEW DR
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0176 GRANITE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021695016
ReturnHeader/PreparerPersonGrp/PhoneNum06174796300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M DENNIS CPA
ReturnHeader/ReturnTs02023-01-17T13:01:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SABIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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