Civic Intelligence

Brian and Phyllis Harvey Foundation

990PF • Fiscal year 2017 • EIN 95-4833595

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 09, 2018

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.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

2nd percentile

-204%

Higher net margin than 2% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

17th percentile

-4.0%

Faster asset growth than 17% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Down

$8,050,029

Down $333,312 (-4.0%) from 2016

Net Assets

Down

$8,050,029

Down $333,312 (-4.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$178,880

Down $1,907,758 (-91%) from 2016

Expenses

Up

$544,017

Up $186,848 (+52%) from 2016

Net Income

Down

-$365,137

Down $2,094,606 (-121%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$8,050,029
Liabilities$0
Net Assets$8,050,029

Operations Trend

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

2017

Revenue$178,880
Expenses$544,017
Net Income-$365,137
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 9, 2018
Return Version
2017v2.2
Compensation and Service Providers

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
2018-10-09
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 Appendix319 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT THE MISSON OF THE MESEUM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO ASSIST FAMILY WITH FINANCIAL HARDHSIP AS THEIR CHILD UNDERGOES CANCER TREATMENT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6CHILDRENS HOSPITAL LOS ANGELES
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/RecipientUSAddress/AddressLine1Txt06505 WILSHIRE BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 FIRST STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2605 THIRD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3474 S RAYMOND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44355 LAUREL CANYON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5100 RAOUL WALLENBERG PLACE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64650 SUNSET BOULEVARD 29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORTH HOLLYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690027
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0535000
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/AppliedToCurrentYearAmt0410654
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0410654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020362
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt034819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt078022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt078022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0182179
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0126998
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020362
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt034819
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0537652
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0126998
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0260201
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0133203
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & PROFESSIONAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt075
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0104
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0208
TaxesSchedule/TaxesDetail/Amt03649
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03649
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN L HARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-09
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/PreparerFirmEIN0954654536
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/ReturnTs02018-10-09T09:22:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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