Civic Intelligence

The Hale Family Foundation

EIN 20-0976212 • Naples, FL

704 Tamarind CTNaples, FL 34108
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

5th percentile

-533%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

303%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$153,141

Down $33,978 (-18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$153,141

Down $33,978 (-18%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Up

$6,369

Up $4,787 (+303%) from 2023

Expenses

Down

$40,347

Down $4,634 (-10%) from 2023

Net Income

Up

-$33,978

Up $9,421 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $397,366Liabilities 2010: $0Net Assets 2010: $397,3662010Assets 2011: $387,532Liabilities 2011: $0Net Assets 2011: $387,5322011Assets 2012: $390,608Liabilities 2012: $0Net Assets 2012: $390,6082012Assets 2013: $373,936Liabilities 2013: $02013Assets 2014: $458,155Liabilities 2014: $0Net Assets 2014: $458,1552014Assets 2015: $432,579Liabilities 2015: $0Net Assets 2015: $432,5792015Assets 2016: $387,821Liabilities 2016: $0Net Assets 2016: $387,8212016Assets 2017: $348,392Liabilities 2017: $0Net Assets 2017: $348,3922017Assets 2018: $319,488Liabilities 2018: $0Net Assets 2018: $319,4882018Assets 2019: $278,348Liabilities 2019: $0Net Assets 2019: $278,3482019Assets 2020: $268,597Liabilities 2020: $0Net Assets 2020: $268,5972020Assets 2021: $242,230Liabilities 2021: $0Net Assets 2021: $242,2302021Assets 2022: $230,518Liabilities 2022: $0Net Assets 2022: $230,5182022Assets 2023: $187,119Liabilities 2023: $0Net Assets 2023: $187,1192023Assets 2024: $153,141Liabilities 2024: $0Net Assets 2024: $153,1412024

Highlighted filing

2024

Assets$153,141
Liabilities$0
Net Assets$153,141
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $31,5082010Expenses 2011: $26,1672011Expenses 2012: $43,3572012Revenue 2013: $17,090Expenses 2013: $33,762Net Income 2013: -$16,6722013Revenue 2014: $121,190Expenses 2014: $36,971Net Income 2014: $84,2192014Revenue 2015: $12,035Expenses 2015: $37,611Net Income 2015: -$25,5762015Revenue 2016: $9,814Expenses 2016: $54,572Net Income 2016: -$44,7582016Revenue 2017: $10,642Expenses 2017: $50,071Net Income 2017: -$39,4292017Revenue 2018: $1,340Expenses 2018: $30,244Net Income 2018: -$28,9042018Revenue 2019: $5,618Expenses 2019: $46,758Net Income 2019: -$41,1402019Revenue 2020: $12,736Expenses 2020: $22,487Net Income 2020: -$9,7512020Revenue 2021: $15,691Expenses 2021: $42,058Net Income 2021: -$26,3672021Revenue 2022: $27,347Expenses 2022: $39,059Net Income 2022: -$11,7122022Revenue 2023: $1,582Expenses 2023: $44,981Net Income 2023: -$43,3992023Revenue 2024: $6,369Expenses 2024: $40,347Net Income 2024: -$33,9782024

Highlighted filing

2024

Revenue$6,369
Expenses$40,347
Net Income-$33,978
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,141
Liabilities
$0
Net assets
$153,141
Revenue
$6,369
Expenses
$40,347
Net income
-$33,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.06$0.40$0.34
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.02$0.45$0.43
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.27$0.39$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.16$0.42$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.13$0.22$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.06$0.47$0.41
2018Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.01$0.30$0.29
2017Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.11$0.50$0.39
2016Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.10$0.55$0.45
2015Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.12$0.38$0.26
2014Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$1.21$0.37$0.84
2013Summary only. Only limited summary data is available for this year.$3.74$0.00$0.17$0.34$0.17
2012Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.43
2011Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.26
2010Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 17, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J JOSEPH HALE JRPresident-$0--
LINDA DAYHUFF HALEVice President-$0--
BRITTEN WOODSIDE HALEDirector-$0--
ANDREW GRANT HALEDirector-$0--
KATHERINE HALE GRAMBLINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Hale Family Foundation
EIN
20-0976212
Phone
5133783300
Address
704 TAMARIND CT, NAPLES, FL 34108

Signing Officer

Name
Jjoseph Hale Jr
Title
President
Phone
5133783300
Signed
2025-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Richard E Hennessey
Address
3511 BAY ROAD N DRIVE, INDIANAPOLIS, IN 46240
Preparer
Richard E Hennessey
Phone
3174189473
Raw XML AppendixShowing 400 of 542 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J JOSEPH HALE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA DAYHUFF HALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRITTEN WOODSIDE HALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ANDREW GRANT HALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4KATHERINE HALE GRAMBLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL ASSISTANCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL ASSISTANCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt20NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt21NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt22NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4408 6TH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 W 86TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81258 WINDSOR ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9P O BOX 40817
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1017 SOUTH WATER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113001 SUMMER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121 NEW STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14PO BOX 55012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt151630 N MERIDIAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt168950 OTIS AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19955 GLENWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt207700 N MERIDIAN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2130 N 2ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2210624 S EASTERN AVE A-1052
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENCASTLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COLUMBUS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8INDIANAPOLIS

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