Skip to content
ProPublica Donate
ProPublica Donate

Harvey E Najim Charitable Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$7.19M (2023)

Expenses
$9.41M (2023)

Total Assets
$97.7M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,187,819
Expenses
$9,405,219
Net Income
-$2,217,400
Net Assets
$97,744,165
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $332,952
4.6%
Dividends $2,326,127
32.4%
Sales of Assets $4,689,562
65.2%
Other Income -$160,822
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,475,242
90.1%
Compensation of Officers* $111,572
1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $97,744,165
Total Liabilities $0
Net Assets $97,744,165
Compensation
Key Employees and Officers Compensation Other
Melissa Bauman (President) $111,572 $13,316
Harvey E Najim (Chairman) $0 $0
Carrie N Matthiesen (Director) $0 $0
Christine N Ray (Director) $0 $0
Roy Terracina (Treasurer) $0 $0
Don Harris (Director) $0 $0
Jim House (Vice Chair) $0 $0
Doug Cross (Secretary) $0 $0
Rebecca Cervantez (Vice Preside) $0 $0
Rebecca Cedillo (Director) $0 $0
Peggy Eighmy (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,426,030
Expenses
$10,060,451
Net Income
-$1,634,421
Net Assets
$99,961,565
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $398,932
4.7%
Dividends $2,467,389
29.3%
Sales of Assets $5,626,777
66.8%
Other Income -$67,068
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,878,788
88.3%
Compensation of Officers* $91,165
0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $99,961,565
Total Liabilities $0
Net Assets $99,961,565
Compensation
Key Employees and Officers Compensation Other
Melissa Bauman (Executive Di) $91,165 $8,216
Harvey E Najim (President/Ch) $0 $0
Carrie N Matthiesen (Director) $0 $0
Christine N Ray (Director) $0 $0
Roy Terracina (Treasurer) $0 $0
Don Harris (Director) $0 $0
Jim House (Vice Chair) $0 $0
Brandon Logan (Director) $0 $0
Doug Cross (Secretary) $0 $0
Rebecca Cervantez (Vice Preside) $0 $0
Rebecca Cedillo (Director) $0 $0
Peggy Eighmy (Director) $0 $0
Jon Coker (Director) $0 $0
Navarra Williams (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,320,376
Expenses
$8,261,370
Net Income
$59,006
Net Assets
$101,595,986
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,000
0.1%
Interest Revenue $390,435
4.7%
Dividends $2,611,152
31.4%
Sales of Assets $5,451,053
65.5%
Other Income -$137,264
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,208,325
87.3%
Compensation of Officers* $87,336
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $101,595,986
Total Liabilities $0
Net Assets $101,595,986
Compensation
Key Employees and Officers Compensation Other
Melissa Bauman (Executive Di) $87,336 $6,497
Harvey E Najim (President) $0 $0
Carrie N Matthiesen (Director) $0 $0
Christine N Ray (Director) $0 $0
Roy Terracina (Director) $0 $0
Don Harris (Director) $0 $0
Jim House (Director) $0 $0
Brandon Logan (Director) $0 $0
Doug Cross (Director) $0 $0
Rebecca Cervantez (Director) $0 $0
Rebecca Cedillo (Director) $0 $0
Peggy Eighmy (Director) $0 $0
Jon Coker (Director) $0 $0
Navarra Williams (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,187,451
Expenses
$7,379,404
Net Income
-$191,953
Net Assets
$101,536,979
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $900,000
12.5%
Interest Revenue $470,684
6.5%
Dividends $1,877,651
26.1%
Sales of Assets $3,865,654
53.8%
Other Income $73,462
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,295,783
85.3%
Compensation of Officers* $83,206
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $101,536,980
Total Liabilities $1
Net Assets $101,536,979
Compensation
Key Employees and Officers Compensation Other
Melissa Bauman (Executive Di) $83,206 $5,212
Harvey E Najim (President) $0 $46,976
Carrie N Matthiesen (Director) $0 $0
Christine N Ray (Director) $0 $0
Roy Terracina (Director) $0 $0
Don Harris (Director) $0 $0
Jim House (Director) $0 $0
Brandon Logan (Director) $0 $0
Doug Cross (Director) $0 $0
Rebecca Cervantez (Director) $0 $0
Rebecca Cedillo (Director) $0 $0
Peggy Eighmy (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,365,205
Expenses
$7,741,544
Net Income
-$2,376,339
Net Assets
$101,728,928
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $428,136
8.0%
Dividends $2,242,335
41.8%
Sales of Assets $2,694,734
50.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,862,178
88.6%
Compensation of Officers* $71,709
0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $101,728,929
Total Liabilities $1
Net Assets $101,728,928
Compensation
Key Employees and Officers Compensation Other
Melissa Reed (Executive Di) $64,709 $5,257
Melissa Bauman (Executive Di) $7,000 $0
Harvey E Najim (President) $0 $800
Carrie N Matthiesen (Director) $0 $0
Christine N Ray (Director) $0 $0
Roy Terracina (Director) $0 $0
Don Harris (Director) $0 $0
Jim House (Director) $0 $0
Nancy May (Director) $0 $0
Brandon Logan (Director) $0 $0
Barbara Gentry (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,167,790
Expenses
$7,027,183
Net Income
$1,140,607
Net Assets
$103,794,001
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $283,192
3.5%
Dividends $2,341,130
28.7%
Sales of Assets $5,543,468
67.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,139,944
87.4%
Compensation of Officers* $78,482
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $103,794,001
Total Liabilities $0
Net Assets $103,794,001
Compensation
Key Employees and Officers Compensation Other
Melissa Bauman (Executive Director) $78,482 $8,385
Harvey E Najim (President) $0 $970
Carrie N Matthiesen (Director) $0 $0
Christine N Ray (Director) $0 $0
Roy Terracina (Director) $0 $0
Don Harris (Director) $0 $0
Jim House (Director) $0 $0
Nancy May (Director) $0 $0
Brandon Logan (Director) $0 $0
Barbara Gentry (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,825,715
Expenses
$5,326,662
Net Income
-$1,500,947
Net Assets
$102,653,394
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $202,182
5.3%
Dividends $2,031,749
53.1%
Sales of Assets $1,476,233
38.6%
Other Income $115,551
3.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,687,301
88.0%
Compensation of Officers* $76,983
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $102,653,394
Total Liabilities $0
Net Assets $102,653,394
Compensation
Key Employees and Officers Compensation Other
Melissa Bauman (Executive Director) $76,983 $6,917
Harvey E Najim (President) $0 $750
Carrie N Matthiesen (Director) $0 $0
Christine N Ray (Director) $0 $0
Roy Terracina (Director) $0 $0
Don Harris (Director) $0 $0
Jim House (Director) $0 $0
Nancy May (Director) $0 $0
Brandon Logan (Director) $0 $0
Barbara Gentry (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,424,721
Expenses
$5,662,895
Net Income
$38,761,826
Net Assets
$104,154,341
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,048,586
92.4%
Interest Revenue $238,051
0.5%
Dividends $1,578,524
3.6%
Sales of Assets $1,502,911
3.4%
Other Income $56,649
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,089,152
89.9%
Compensation of Officers* $75,451
1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $104,154,341
Total Liabilities $0
Net Assets $104,154,341
Compensation
Key Employees and Officers Compensation Other
Melissa Bauman (Executive Director) $75,451 $5,516
Harvey E Najim (President) $0 $1,297
Carrie N Matthiesen (Director) $0 $0
Christine N Ray (Director) $0 $0
Roy Terracina (Director) $0 $0
Don Harris (Director) $0 $0
Jim House (Director) $0 $0
Nancy Najim (Director) $0 $0
Brandon Logan (Director) $0 $0
Barbara Gentry (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,784,205
Expenses
$5,345,087
Net Income
-$2,560,882
Net Assets
$65,392,515
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $326,887
11.7%
Dividends $1,656,208
59.5%
Sales of Assets $715,952
25.7%
Other Income $85,158
3.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,842,932
90.6%
Compensation of Officers* $73,764
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $65,392,515
Total Liabilities $0
Net Assets $65,392,515
Compensation
Key Employees and Officers Compensation Other
Melissa Bauman (Executive Director) $73,764 $610
Harvey E Najim (Director) $0 $750
Carrie N Matthiesen (Director) $0 $0
Christine N Ray (Director) $0 $0
Roy Terracina (Director) $0 $0
Don Harris (Director) $0 $0
Jim House (Director) $0 $0
Nancy May (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,984,638
Expenses
$5,034,941
Net Income
-$50,303
Net Assets
$67,953,397
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,010,000
40.3%
Interest Revenue $790,474
15.9%
Dividends $1,201,171
24.1%
Sales of Assets $982,993
19.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,565,351
90.7%
Compensation of Officers* $71,892
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $67,953,397
Total Liabilities $0
Net Assets $67,953,397
Compensation
Key Employees and Officers Compensation Other
Melissa Bauman (Executive Director) $71,892 $477
Harvey E Najim (Director) $0 $750
Carrie N Matthiesen (Director) $0 $0
Christine N Ray (Director) $0 $0
Roy Terracina (Director) $0 $0
Don Harris (Director) $0 $0
Jim House (Director) $0 $0
Nancy May (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,102,610
Expenses
$4,766,339
Net Income
-$2,663,729
Net Assets
$68,003,699
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,000
0.8%
Interest Revenue $1,266,126
60.2%
Dividends $1,063,667
50.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,448,271
93.3%
Compensation of Officers* $50,046
1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $68,003,700
Total Liabilities $1
Net Assets $68,003,699

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,519,119
Expenses
$4,718,975
Net Income
-$2,199,856
Net Assets
$70,667,428
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,740,611
69.1%
Dividends $870,485
34.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,442,877
94.1%
Compensation of Officers* $66,901
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $70,667,429
Total Liabilities $1
Net Assets $70,667,428

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »