Harvey Family Foundation

Nonprofit profile at a glance

EIN
852027417
IRS 990 coverage
2024–2024
Forms available
Form 990 2024, Form 990-N 2023
Location
San Diego, CA, USA
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$1,722,263
Expenses
$1,485,573
Assets
$446,169
Liabilities
$144,399

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Armon Harvey (President and Executive Director)

Highest reported compensation

  • Armon Harvey (President and Executive Director): $78,461 total reported compensation
  • Clariza Marin (CFO and COO): $51,923 total reported compensation
  • Nikita Turner (Treasurer): $4,245 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Harvey Family Foundation strengthens underserved San Diego-area communities by providing essential services to families expanding opportunities for youth to pursue higher education and coordinating community resource and resiliency programs. In 2024 the Foundation focused heavily on disaster-recovery and relief efforts supporting families affected by severe flooding in local neighborhoods while continuing youth and community outreach initiatives.

What it reported doing in 2024

Provided emergency meal distribution household-restoration support and case-management assistance for families displaced by regional flooding. Accomplishments: Distributed approximately 365,000 worth of prepared meals provided $30,000 in temporary lodging assistance for displaced families and delivered $450,000 in home-restoration support to households that suffered major damage. Total program revenue:$845,000 funded primarily through agency reimbursements and philanthropic disaster-relief grants. Total program expenses: $845,000 Grants to others: $450,000 restoration-aid disbursements to eligible families contractors.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 96
  • Accountability: 91
  • Sustainability: 43
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 78.3%; rating input score 78
  • Program expense ratio: 90.8%; rating input score 91
  • Fundraising efficiency: $29.84 raised per $1 spent on fundraising; rating input score 68; 68th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 19th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 99.7%; rating input score 100; 50th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 13.7%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 0.3; rating input score 14; 14th percentile among comparable filings
  • Liabilities to assets ratio: 0.32; rating input score 23; 23rd percentile among comparable filings
  • Officer compensation ratio: 9.2%; rating input score 39; 39th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 78.3% of revenue deployed · 90.8% of spending went to programs
  • Governance: 3 of 3 board members independent · 7 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $1.3M in reported program spending
  • Leadership: top reported pay $78K · 4 people listed
  • Consistency: 40 of 43 current checks pass · 3 findings to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 1 filing year from 2024
  • Contacts: How to reach this organization
  • Money network: 4 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.

  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 14/100.
  • High — Sustainability: Liabilities to assets ratio scored 23/100.
  • Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Part IX GrantsToDomesticIndividuals column sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 39/100.