Haley Family Foundation

990PF • Fiscal year 2016 • EIN 04-3356222

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile

148 Linden Street No 203Wellesley, MA 02482

(781) 239-2904

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

-2.5%

Higher net margin than 37% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

-34%

Faster asset growth than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

-54%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$5,123

Down $2,590 (-34%) from 2015

Net Assets

$5,123

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin37th percentile

Revenue

Down

$102,655

Down $120,874 (-54%) from 2015

Expenses

Down

$105,245

Down $128,240 (-55%) from 2015

Net Income

-$2,590

Up $7,366 (+74%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2016

Assets$5,123

Liabilities$0

Net Assets$5,123

Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2016

Revenue$102,655

Expenses$105,245

Net Income-$2,590

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: May 15, 2017
Return Version: 2016v3.1

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Steven Haley	Trustee	-	$0	-	-
Kathleen Haley	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Haley Family Foundation
EIN: 04-3356222
In Care Of: % STEVEN HALEY
Phone: 7812392904
Address: 148 Linden Street No 203, Wellesley, MA 02482

Signing Officer

Name: Steven Haley
Title: Trustee
Phone: 7812392904
Signed: 2017-05-15
Discuss with paid preparer: Yes

Preparer

Firm: Withumsmithbrownpc
Address: 155 SEAPORT BOULEVARD, BOSTON, MA 02210
Preparer: Thomas F Walsh
Phone: 6172273333

Raw XML Appendix318 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/FMVAssetsEOYAmt	0	4563
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	1231
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Steven Haley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Kathleen Haley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	EDUCATIONAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Brigham & Women's Hospita
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Middlesex School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Boston College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	Scholar Athletes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1400 Lowell Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	140 COMMONWEALTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	57 Magazine Street
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Concord
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Roxbury
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	01742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	02115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	02119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	105000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	467
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	231070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	408037
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	512525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1429897
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1074832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1074832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2686062
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	104533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	231070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	408037
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	512525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1429897
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	105000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	104533
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3760894
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3656361
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Steven Haley
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	148 LINDEN STREET SUITE 203
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	WELLESLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	02482
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	103000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	175
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	860
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	860
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	EFG PRIVATE BANK LIMITED - LIN
TaxesSchedule/TaxesDetail/Amt	0	70
TaxesSchedule/TaxesDetail/CategoryTxt	0	2015 MASSACHUSETTS PC FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	70
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEVEN HALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7812392904
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Haley Family Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	Steven and Kathleen Haley Trustees
ReturnHeader/Filer/BusinessNameControlTxt	0	HALE
ReturnHeader/Filer/EIN	0	043356222
ReturnHeader/Filer/InCareOfNm	0	% STEVEN HALEY
ReturnHeader/Filer/PhoneNum	0	7812392904
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	148 Linden Street No 203
ReturnHeader/Filer/USAddress/CityNm	0	Wellesley
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	02482
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	85EA2F68231F9CA8355771F4298A18E5E10FF863
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	14A50C3B679621227E3EAAB5735B90718EFE6835
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	22006220172145000041
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2017-08-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	209.160.145.218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	155 SEAPORT BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02210
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6172273333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Thomas F Walsh
ReturnHeader/ReturnTs	0	2017-08-02T14:48:35-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,123
Liabilities: $0
Net assets: $5,123
Revenue: $102,655
Expenses: $105,245
Net income: -$2,590

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.00	$0.00	$0.00	$0.03	$0.03	$0.01
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$0.01	$0.00	$0.01	$0.03	$0.03	$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.00	$0.00	$0.00	$0.03	$0.08	$0.05
2016Detailed filing. Detailed filing data is available for this year.	$0.05	$0.00	$0.05	$1.03	$1.05	$0.03
2015Summary only. Only limited summary data is available for this year.	$0.08	$0.00		$2.24	$2.33	$0.10