Ellen Harvey Foundation Inc

Nonprofit profile at a glance

EIN
136082368
IRS 990-PF coverage
2011–2023
Forms available
Form 990-PF 2023
Location
Woodmere, NY, USA
Phone
2129319232
Rating
76
Verdict
SUPPORTED
Rating confidence
Standard

Reported finances

Revenue
$22,373
Expenses
$8,885

Source: IRS Form 990-PF. Selected filing: tax year 2023. Amounts in USD.

Overview

Mission

Ellen Harvey Foundation Inc is a nonprofit. Location: Woodmere, NY. EIN 136082368. Tax year 2023 Form 990-PF reports $22.4K revenue and $8.9K expenses.

What it reported funding in 2023

The foundation reported 6 grants totaling $7,465. The stated grant purposes included healthcare services-kidney specialization, diabetes, religious affiliation, and general purpose, plus 1 other reported purpose.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.

The verdict

SUPPORTED - The filed numbers largely add up and the filing identifies who received its grants. A relatively small share of available resources goes to charitable grants.

Rating breakdown

  • Grant Deployment: 34
  • Cost Efficiency: 84
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 95

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 34.3%; rating input score 34; 7th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 84%; rating input score 84; 63rd percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 18 of 18 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: NotApplicable
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 54; rating input score 95; 95th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 34.3% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 95th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 13 filing years from 2011 to 2023
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Grant Deployment: Grant deployment ratio scored 34/100.