Civic Intelligence

William Edwin Hall Foundation Inc.

990 • Fiscal year 2016 • EIN 13-6105057

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

Organization ProfileWWW.CFSOAZ.ORG
6420 E Broadway Blvd Suite A100Tucson, AZ 85710

(520) 770-0800

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

1st percentile

-533%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

95th percentile

$183,333

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 2787.9% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

18th percentile

-8.9%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$619,920

Down $60,689 (-8.9%) from 2015

Net Assets

Down

$619,920

Down $58,189 (-8.6%) from 2015

Liabilities

Down

$0

Down $2,500 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin1st percentile

Revenue

Down

$6,576

Down $11,658 (-64%) from 2015

Expenses

Down

$41,639

Down $6,484 (-13%) from 2015

Net Income

Down

-$35,063

Down $5,174 (-17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$800K$600K$400K$200K$0Assets 2010: $629,720Liabilities 2010: $39,366Net Assets 2010: $590,3542010Assets 2011: $713,246Liabilities 2011: $37,730Net Assets 2011: $675,5162011Assets 2012: $658,816Liabilities 2012: $35,650Net Assets 2012: $623,1662012Assets 2013: $650,719Liabilities 2013: $0Net Assets 2013: $650,7192013Assets 2014: $715,249Liabilities 2014: $0Net Assets 2014: $715,2492014Assets 2015: $680,609Liabilities 2015: $2,500Net Assets 2015: $678,1092015Assets 2016: $619,920Liabilities 2016: $0Net Assets 2016: $619,9202016Assets 2017: $606,760Liabilities 2017: $0Net Assets 2017: $606,7602017Assets 2018: $610,310Liabilities 2018: $0Net Assets 2018: $610,3102018Assets 2019: $589,703Liabilities 2019: $0Net Assets 2019: $589,7032019Assets 2020: $571,857Liabilities 2020: $1,925Net Assets 2020: $569,9322020Assets 2021: $663,369Liabilities 2021: $0Net Assets 2021: $663,3692021Assets 2022: $544,600Liabilities 2022: $0Net Assets 2022: $544,6002022Assets 2023: $559,835Liabilities 2023: $0Net Assets 2023: $559,8352023Assets 2024: $568,929Liabilities 2024: $0Net Assets 2024: $568,9292024

Highlighted filing

2016

Assets$619,920
Liabilities$0
Net Assets$619,920
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200K$100K$0-$100KRevenue 2010: $135,199Expenses 2010: $49,020Net Income 2010: $86,1792010Expenses 2011: $48,3762011Expenses 2012: $45,6552012Expenses 2013: $44,6372013Revenue 2014: $30,279Expenses 2014: $46,578Net Income 2014: -$16,2992014Revenue 2015: $18,234Expenses 2015: $48,123Net Income 2015: -$29,8892015Revenue 2016: $6,576Expenses 2016: $41,639Net Income 2016: -$35,0632016Revenue 2017: $18,489Expenses 2017: $93,407Net Income 2017: -$74,9182017Revenue 2018: $19,186Expenses 2018: $42,417Net Income 2018: -$23,2312018Revenue 2019: $13,496Expenses 2019: $39,413Net Income 2019: -$25,9172019Revenue 2020: $24,903Expenses 2020: $38,676Net Income 2020: -$13,7732020Revenue 2021: $44,501Expenses 2021: $42,772Net Income 2021: $1,7292021Revenue 2022: $14,278Expenses 2022: $42,995Net Income 2022: -$28,7172022Revenue 2023: $13,547Expenses 2023: $36,091Net Income 2023: -$22,5442023Revenue 2024: $17,485Expenses 2024: $43,872Net Income 2024: -$26,3872024

Highlighted filing

2016

Revenue$6,576
Expenses$41,639
Net Income-$35,063
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$135,262
Mission and Program Overview

Mission

The william e. Hall foundation makes grants to charitable organizations for children's programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$680,609$619,920▼ $60,689
Total Assets$680,609$619,920▼ $60,689
Liabilities
Grants Payable$2,500--
Total Liabilities$2,500$0▼ $2,500
Net Assets / Fund Balance
Unrestricted Net Assets$678,109$619,920▼ $58,189
Total Net Assets Fund Balance$678,109$619,920▼ $58,189
Total Liabilities and Net Assets / Fund Balance$680,609$619,920▼ $60,689
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
William BrinckerhoffPresident
Charles GillispieTrustee
Fred ChaffeeTrustee
Gene ArmstrongTrustee
J Clinton MabieSecretary
Laura BrinckerhoffVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,576
Other Revenue
$0
Change in Net Assets
$-35,063
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,500
Other Expenses$9,139
Total Fundraising Expense$320
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,500--$32,500
Fees for Services Management$3,139$2,947$320$6,406
Fees for Services Accounting-$1,650-$1,650
Fees for Service Investment Mgmnt Fees-$1,073-$1,073
Office Expenses$5$5-$10
Total Functional Expenses$35,644$5,675$320$41,639
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Easter Seals Blake FoundationTucson, AZ501c3General Support$9,000
Tucson Presidio Trust for HistoricTucson, AZ501c3General Support$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“William brinckerhoff laura brinckerhoff president vp brother and sister”

Form 990, Page 6, Part VI, Line 11B

“Personnel and finance committee members from the community foundation for southern arizona review form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Officers and directors are required to disclose potential conflicts annually.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
William Edwin Hall Foundation Inc
EIN
13-6105057
Phone
5207700800
Address
6420 E BROADWAY BLVD SUITE A100, TUCSON, AZ 85710

Signing Officer

Name
J Clinton Mabie
Title
Secretary
Phone
5207700800
Signed
2017-05-10

Organization Details

Principal Officer
J Clinton Mabie
Formed
2003
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Ludwig Klewer & Co Pllc
Address
4783 E CAMP LOWELL DR, TUCSON, AZ 85712
Preparer
Julie S Klewer CPA
Phone
5205450500
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation's policy is to disclose or recognize income tax positions based on management's estimate of whether it is reasonably possible or probable, respectively, that a liability has been incurred for unrecognized income tax positions. As of june 30, 2016, management is not aware of any uncertain tax positions that are potentially material.”

Raw XML Appendix379 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE WILLIAM E. HALL FOUNDATION MAKES GRANTS TO CHARITABLE ORGANIZATIONS FOR CHILDREN'S PROGRAMS.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR S ARIZONA
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0COMMUNITY FOUNDATION FOR S ARIZONA
IRS990/BooksInCareOfDetail/PhoneNum05207700800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06420 E BROADWAY BLVD SUITE A100
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUCSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085710
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt032500
IRS990/CYInvestmentIncomeAmt06576
IRS990/CYOtherExpensesAmt09139
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-35063
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt041639
IRS990/CYTotalFundraisingExpenseAmt0320
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06576
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE FOUNDATION MAKES GRANTS TO NUMEROUS ORGANIZATIONS THROUGHOUT THE UNITED STATES THAT PROVIDE PROGRAMS FOR CHILDREN.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt035644
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01650
IRS990/FeesForServicesAccountingGrp/TotalAmt01650
IRS990/FeesForServicesManagementGrp/FundraisingAmt0320
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt02947
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt03139
IRS990/FeesForServicesManagementGrp/TotalAmt06406
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01073
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01073
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.02
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.02
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.02
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.02
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.02
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.02
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt018383
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0J CLINTON MABIE
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM BRINCKERHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm2LAURA BRINCKERHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm3GENE ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES GILLISPIE
IRS990/Form990PartVIISectionAGrp/PersonNm5FRED CHAFFEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0164950
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-13623
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt032500
IRS990/GrantsPayableGrp/BOYAmt02500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt032500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt032500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0115063
IRS990/GrossReceiptsAmt0135262
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt020199
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020199
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0680609
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0619920
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0128686
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE WILLIAM E. HALL FOUNDATION MAKES GRANTS TO CHARITABLE ORGANIZATIONS FOR CHILDREN'S PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0678109
IRS990/NetAssetsOrFundBalancesEOYAmt0619920
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13623
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13623
IRS990/NetUnrlzdGainsLossesInvstAmt0-23126
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05
IRS990/OfficeExpensesGrp/ProgramServicesAmt05
IRS990/OfficeExpensesGrp/TotalAmt010
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0J CLINTON MABIE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt038500
IRS990/PYInvestmentIncomeAmt018234
IRS990/PYOtherExpensesAmt09623
IRS990/PYRevenuesLessExpensesAmt0-29889
IRS990/PYTotalExpensesAmt048123
IRS990/PYTotalRevenueAmt018234
IRS990/ReconcilationRevenueExpnssAmt0-35063
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0942681765
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06406
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt06406
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S POLICY IS TO DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX POSITIONS. AS OF JUNE 30, 2016, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt09000
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EASTER SEALS BLAKE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TUCSON PRESIDIO TRUST FOR HISTORIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0PRESERVATION
IRS990ScheduleI/RecipientTable/RecipientEIN0860093224
IRS990ScheduleI/RecipientTable/RecipientEIN1860687426
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07750 E BROADWAY BLVD SUITE C200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1334
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TUCSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TUCSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085710
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1857021334
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PRIOR TO THE DISTRIBUTION OF FUNDS, ORGANIZATIONS ARE REVIEWED TO ENSURE THAT THEIR CHARITABLE STATUS IS CURRENT THROUGH THE IRS PUBLICATIONS. AT THE REQUEST OF THE DONOR, AND WITHIN THE GUIDELINES OF THE IRS, GRANTS ARE FURTHER MONITORED TO ENSURE THAT GRANTS FULFILL THE RECOMMENDATIONS AND/OR INTENTIONS OF THE DONOR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0164950
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06534
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011849
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0J CLINTON MABIE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0183333
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLIAM BRINCKERHOFF LAURA BRINCKERHOFF PRESIDENT VP BROTHER AND SISTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERSONNEL AND FINANCE COMMITTEE MEMBERS FROM THE COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA REVIEW FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR S ARIZONA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942681765
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06420 E BROADWAY BLVD SUITE A100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TUCSON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085710
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0680609
IRS990/TotalAssetsEOYAmt0619920
IRS990/TotalAssetsGrp/BOYAmt0680609
IRS990/TotalAssetsGrp/EOYAmt0619920
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0320
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05675
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035644
IRS990/TotalFunctionalExpensesGrp/TotalAmt041639
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02500
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02500
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0678109
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0619920
IRS990/TotalOtherCompensationAmt018383
IRS990/TotalProgramServiceExpensesAmt035644
IRS990/TotalRevenueGrp/ExclusionAmt06576
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06576
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0680609
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0619920
IRS990/TotReportableCompRltdOrgAmt0164950
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0678109
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0619920
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06420 E BROADWAY BLVD SUITE A100
IRS990/USAddress/CityNm0TUCSON
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085710
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CFSOAZ.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0J CLINTON MABIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05207700800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM EDWIN HALL FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O COMMUNITY FOUNDATION FOR S AZ
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0136105057
ReturnHeader/Filer/PhoneNum05207700800
ReturnHeader/Filer/USAddress/AddressLine1Txt06420 E BROADWAY BLVD SUITE A100
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085710
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364538293
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUDWIG KLEWER & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04783 E CAMP LOWELL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085712
ReturnHeader/PreparerPersonGrp/PhoneNum05205450500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE S KLEWER CPA
ReturnHeader/ReturnTs02017-05-12T10:52:33-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$619,920
Liabilities
$0
Net assets
$619,920
Revenue
$6,576
Expenses
$41,639
Net income
-$35,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.17$0.44$0.26
2023Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.14$0.36$0.23
2022Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.14$0.43$0.29
2021Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.45$0.43$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.72$0.02$5.70$0.25$0.39$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.13$0.39$0.26
2018Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.19$0.42$0.23
2017Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.18$0.93$0.75
2016Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.07$0.42$0.35
2015Detailed filing. Detailed filing data is available for this year.$6.81$0.03$6.78$0.18$0.48$0.30
2014Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.30$0.47$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.51$0.00$6.51$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.59$0.36$6.23$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.13$0.38$6.76$0.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$0.39$5.90$1.35$0.49$0.86