Civic Intelligence

William Edwin Hall Foundation Inc.

990 • Fiscal year 2022 • EIN 13-6105057

Jul 01, 2021 to Jun 30, 2022 • Filed on May 08, 2023

Organization ProfileN/A
5049 E Broadway Blvd Suite 201Tucson, AZ 85711

(520) 770-0800

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

2nd percentile

-201%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

96th percentile

$186,086

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 1303.3% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

12th percentile

-18%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-68%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$544,600

Down $118,769 (-18%) from 2021

Net Assets

Down

$544,600

Down $118,769 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin2nd percentile

Revenue

Down

$14,278

Down $30,223 (-68%) from 2021

Expenses

Up

$42,995

Up $223 (+0.5%) from 2021

Net Income

Down

-$28,717

Down $30,446 (-1761%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2022

Assets$544,600
Liabilities$0
Net Assets$544,600
Open 2022 Filing

Operations Trend

Revenue Growth4th 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

2022

Revenue$14,278
Expenses$42,995
Net Income-$28,717
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 8, 2023
Return Version
2021v4.0
Gross Receipts
$201,792
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$663,369$544,600▼ $118,769
Total Assets$663,369$544,600▼ $118,769
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$663,369$544,600▼ $118,769
Total Net Assets Fund Balance$663,369$544,600▼ $118,769
Total Liabilities and Net Assets / Fund Balance$663,369$544,600▼ $118,769
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
J Clinton MabiePast Secreta$186,086$186,086
Mark MontoyaPast Interim$149,132$149,132
Jenny FlynnSecretary/tr$93,435$93,435

Board Members and Trustees

NameTitle
William BrinckerhoffPresident
Charles GillispieDirector
Fred ChaffeeDirector
J Clinton MabiePast Secretary
Laura BrinckerhoffVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$14,278
Other Revenue
$0
Change in Net Assets
$-28,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,500
Other Expenses$9,495
Total Fundraising Expense$3
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,500--$33,500
Fees for Services Management-$6,444-$6,444
Fees for Services Accounting-$2,230-$2,230
Fees for Service Investment Mgmnt Fees-$811-$811
Other Expenses$4$3$3$10
Total Functional Expenses$33,504$9,488$3$42,995
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Easter Seals Blake FoundationTucson, AZ501c3General Support$10,000
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 & 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

“All governing documents, including the conflict of interest and whistle- blower policy, are available upon request.”

Filing and Contact Details

Filer

Filer Name
William Edwin Hall Foundation Inc
EIN
13-6105057
Phone
5207700800
Address
5049 E BROADWAY BLVD SUITE 201, TUCSON, AZ 85711

Signing Officer

Name
Katherine Wait
Title
CFO
Phone
5207700800
Signed
2023-05-08

Organization Details

Principal Officer
Katherine Wait
Formed
2003
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
6

Preparer

Firm
Ludwig Klewer & Rudner 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 organization'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, 2022, management is not aware of any uncertain tax positions that are potentially material.”

Raw XML Appendix386 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PAST SECRETARY
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0J. CLINTON MABIE 97,734 88,352 0
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 4
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLIAM BRINCKERHOFF LAURA BRINCKERHOFF PRESIDENT VP BROTHER & 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/ExplanationTxt3ALL GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST AND WHISTLE- BLOWER POLICY, 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
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR S ARIZONA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942681765
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085711
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalProgramServiceExpensesAmt033504
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014278
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0544600
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE WAIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05207700800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
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/AddressLine1Txt05049 E BROADWAY BLVD SUITE 201
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364538293
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUDWIG KLEWER & RUDNER 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/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE S KLEWER CPA
ReturnHeader/ReturnTs02023-05-12T09:50:22-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAIT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$544,600
Liabilities
$0
Net assets
$544,600
Revenue
$14,278
Expenses
$42,995
Net income
-$28,717
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