Harvey Family Foundation (EIN 852027417) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

Armon Harvey

Tax Period

2024-01-01 to 2024-12-31

Harvey Family Foundation, founded in 2018, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Expenses of $1.5M left a modest 14% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,722,263

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,722,263

Expense Breakdown

Grants Paid $1,142,890

Salaries & Benefits $215,067

Fundraising Expenses $57,716

Program Expenses $1,349,062

Other Expenses $127,616

TOTAL EXPENSES $1,485,573

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,722,263	N/A	N/A
Expenses	$1,485,573	N/A	N/A
Net Income	$236,690	N/A	N/A

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$84,456

Total Directors

Key Employees

$51,923

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Armon Harvey	President and Executive Director	40.00	Officer Highest	$78,461	$0	$78,461
Dwayne Harvey	Secretary	1.00	Officer	$1,750	$0	$1,750
Nikita Turner	Treasurer	2.00	Officer	$4,245	$0	$4,245
Clariza Marin	CFO and COO	50.00	Key Emp	$51,923	$0	$51,923

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,722,263	$1,485,573	$446,169	$236,690
2024	No data	No data	No data	No data

Harvey Family Foundation