Civic Intelligence

Brian and Phyllis Harvey Foundation

990PF • Fiscal year 2016 • EIN 95-4833595

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
10940 Wilshire BlvdLos Angeles, CA 90024

(310) 208-8077

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

88th percentile

26%

Faster asset growth than 88% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

2091%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,383,341

Up $1,743,039 (+26%) from 2015

Net Assets

Up

$8,383,341

Up $1,743,039 (+26%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin96th percentile

Revenue

Up

$2,086,638

Up $1,991,398 (+2091%) from 2015

Expenses

Down

$357,169

Down $19,841 (-5.3%) from 2015

Net Income

Up

$1,729,469

Up $2,011,239 (+714%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,748,014Liabilities 2011: $02011Assets 2012: $5,229,324Liabilities 2012: $0Net Assets 2012: $5,229,3242012Assets 2013: $7,211,103Liabilities 2013: $0Net Assets 2013: $7,211,1032013Assets 2014: $6,946,923Liabilities 2014: $02014Assets 2015: $6,640,302Liabilities 2015: $0Net Assets 2015: $6,640,3022015Assets 2016: $8,383,341Liabilities 2016: $0Net Assets 2016: $8,383,3412016Assets 2017: $8,050,029Liabilities 2017: $0Net Assets 2017: $8,050,0292017Assets 2018: $8,350,149Liabilities 2018: $0Net Assets 2018: $8,350,1492018Assets 2019: $8,436,888Liabilities 2019: $0Net Assets 2019: $8,436,8882019Assets 2020: $7,983,197Liabilities 2020: $0Net Assets 2020: $7,983,1972020Assets 2021: $7,069,765Liabilities 2021: $0Net Assets 2021: $7,069,7652021Assets 2022: $6,829,200Liabilities 2022: $0Net Assets 2022: $6,829,2002022Assets 2023: $8,380,782Liabilities 2023: $0Net Assets 2023: $8,380,7822023Assets 2024: $13,926,292Liabilities 2024: $41,484Net Assets 2024: $13,884,8082024

Highlighted filing

2016

Assets$8,383,341
Liabilities$0
Net Assets$8,383,341
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,226,647Expenses 2011: $251,130Net Income 2011: $975,5172011Expenses 2012: $522,2402012Revenue 2013: $1,954,147Expenses 2013: $19,970Net Income 2013: $1,934,1772013Revenue 2014: -$32,409Expenses 2014: $184,169Net Income 2014: -$216,5782014Revenue 2015: $95,240Expenses 2015: $377,010Net Income 2015: -$281,7702015Revenue 2016: $2,086,638Expenses 2016: $357,169Net Income 2016: $1,729,4692016Revenue 2017: $178,880Expenses 2017: $544,017Net Income 2017: -$365,1372017Revenue 2018: $1,184,189Expenses 2018: $799,810Net Income 2018: $384,3792018Revenue 2019: $589,856Expenses 2019: $594,950Net Income 2019: -$5,0942019Revenue 2020: $117,348Expenses 2020: $565,217Net Income 2020: -$447,8692020Revenue 2021: $83,599Expenses 2021: $960,755Net Income 2021: -$877,1562021Revenue 2022: $255,051Expenses 2022: $484,171Net Income 2022: -$229,1202022Revenue 2023: $1,606,856Expenses 2023: $947,015Net Income 2023: $659,8412023Revenue 2024: $6,818,053Expenses 2024: $1,028,837Net Income 2024: $5,789,2162024

Highlighted filing

2016

Revenue$2,086,638
Expenses$357,169
Net Income$1,729,469
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN L HARVEYDirector-$0--
DARIN HARVEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Brian and Phyllis Harvey Foundation
EIN
95-4833595
Phone
3102088077
Address
10940 WILSHIRE BLVD, LOS ANGELES, CA 90024

Signing Officer

Name
Brian L Harvey
Title
President
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Goren Marcus Masino & Marsh
Address
11400 W Olympic Blvd Suite 350, Los Angeles, CA 90064-1540
Preparer
Gary a Masino CPA
Phone
3104778355
Raw XML Appendix317 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt05900
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02950
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02950
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0128793
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01667
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt056178
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0186638
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0186638
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0188413
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01667
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0350000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0350000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01900000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0128793
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0128793
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0128793
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01729469
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01262500
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt056178
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt056178
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt056178
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01667
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0182429
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt03442
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01248
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0188413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0352960
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0357169
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0186638
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02086638
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02960
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0909058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1351775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0912500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc036,500 RBS CAPITAL FUNDING TRUST V PFD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc114,000 ROYAL BANK OF SCOTLAND GRP PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01667
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt03442
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01729469
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013570
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08383341
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06640302
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08383341
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0332598
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0332598
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0332598
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0334422
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01824
IRS990PF/DistributableAmountGrp/TotalTaxAmt01824
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01824
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01824
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01824
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01878
IRS990PF/FMVAssetsEOYAmt08383341
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06640302
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08383341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02079604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02079604
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06640302
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06303737
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06303737
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06640302
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08383341
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08383341
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06640302
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08383341
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06640302
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08383341
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06790291
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06790291
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0101854
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0334422
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06688437
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06790291
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRIAN L HARVEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DARIN HARVEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010940 WILSHIRE BLVD 1900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110940 WILSHIRE BLVD 1900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0900243930
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1900243930
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0339739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0341563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0370000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0182398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0223000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0250000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.02602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.07691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.09616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06688437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06741080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07010116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05175131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02899555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02599850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0352960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253973
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0351136
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0352960
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01824
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0352960
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010940 WILSHIRE BLVD 1900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0900243930
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRIAN L HARVEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03102088077
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSISTANCE TO NEEDY FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MYELOFIBROSIS TISSUE BANK & CLINICAL DATABASE OF MOLECULAR AND BIOLOGICAL ABNORMALITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ANTI-SEMITISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UROLOGY DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JEWISH FEDERATION OF GREATER LOS AN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ANTI DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3THE JOHNS HOPKINS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CAMPBELL HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06505 WILSHIRE BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 FIRST STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2605 THIRD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33400 N CHARLES STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44355 LAUREL CANYON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORTH HOLLYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0350000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt0332598
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0332598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt034819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt078022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0120048
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0120048
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0133203
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020362
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt078022
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0352960
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020362
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0253251
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0232889
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BRIAN L HARVEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010940 WILSHIRE BLVD 1900
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090024
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01900000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SECRETARY OF STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021
TaxesSchedule/TaxesDetail/Amt01248
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01248
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN L HARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRIAN AND PHYLLIS HARVEY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO BRIAN HARVEY
ReturnHeader/Filer/BusinessNameControlTxt0BRIA
ReturnHeader/Filer/EIN0954833595
ReturnHeader/Filer/PhoneNum03102088077
ReturnHeader/Filer/USAddress/AddressLine1Txt010940 WILSHIRE BLVD
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goren Marcus Masino & Marsh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011400 W Olympic Blvd Suite 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900641540
ReturnHeader/PreparerPersonGrp/PhoneNum03104778355
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY A MASINO CPA
ReturnHeader/ReturnTs02017-05-12T15:28:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,383,341
Liabilities
$0
Net assets
$8,383,341
Revenue
$2,086,638
Expenses
$357,169
Net income
$1,729,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$0.04$13.9$6.82$1.03$5.79
2023Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$1.61$0.95$0.66
2022Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.26$0.48$0.23
2021Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.08$0.96$0.88
2020Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.12$0.57$0.45
2019Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.59$0.59$0.01
2018Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$1.18$0.80$0.38
2017Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.18$0.54$0.37
2016Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$2.09$0.36$1.73
2015Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.10$0.38$0.28
2014Summary only. Only limited summary data is available for this year.$6.95$0.00$0.03$0.18$0.22
2013Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$1.95$0.02$1.93
2012Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.52
2011Summary only. Only limited summary data is available for this year.$2.75$0.00$1.23$0.25$0.98