Civic Intelligence

The Robert T and Judith B Hale Foundation

990PF • Fiscal year 2015 • EIN 20-1637454

Jan 01, 2015 to Dec 31, 2015 • Filed on May 18, 2016

Organization Profile
6624 George Washington WayNaples, FL 34108

(239) 592-5558

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

62nd percentile

3.2%

Faster asset growth than 62% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-35%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,288,158

Up $134,397 (+3.2%) from 2014

Net Assets

Up

$4,288,158

Up $134,397 (+3.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin98th percentile

Revenue

Down

$141,250

Down $76,034 (-35%) from 2014

Expenses

Down

$6,853

Down $4,103 (-37%) from 2014

Net Income

Down

$134,397

Down $71,931 (-35%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,612,372Liabilities 2011: $02011Assets 2012: $3,758,501Liabilities 2012: $0Net Assets 2012: $3,758,5012012Assets 2013: $3,947,433Liabilities 2013: $0Net Assets 2013: $3,947,4332013Assets 2014: $4,153,761Liabilities 2014: $0Net Assets 2014: $4,153,7612014Assets 2015: $4,288,158Liabilities 2015: $0Net Assets 2015: $4,288,1582015Assets 2016: $4,303,134Liabilities 2016: $0Net Assets 2016: $4,303,1342016

Highlighted filing

2015

Assets$4,288,158
Liabilities$0
Net Assets$4,288,158
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $99,140Expenses 2011: $747,686Net Income 2011: -$648,5462011Expenses 2012: $86,7202012Revenue 2013: $207,950Expenses 2013: $19,018Net Income 2013: $188,9322013Revenue 2014: $217,284Expenses 2014: $10,956Net Income 2014: $206,3282014Revenue 2015: $141,250Expenses 2015: $6,853Net Income 2015: $134,3972015Revenue 2016: $51,531Expenses 2016: $36,555Net Income 2016: $14,9762016

Highlighted filing

2015

Revenue$141,250
Expenses$6,853
Net Income$134,397
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 18, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH B HALETrustee-$0--
ROBERT HALE JRTrustee-$0--
ELIZABETH KENDALLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Robert T and Judith B Hale
EIN
20-1637454
Phone
2395925558
Address
6624 GEORGE WASHINGTON WAY, NAPLES, FL 34108

Signing Officer

Name
Judith B Hale
Title
Trustee
Phone
2395925558
Signed
2016-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Lgc&d Llp
Address
TEN WEYBOSSET STREET - SUITE 700, PROVIDENCE, RI 02903
Preparer
LYNN O'MARRA ESQUIRE
Phone
4014214800
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/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02395925558
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JUDITH B HALE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROBERT HALE JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2ELIZABETH KENDALL
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0233663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0233663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0467457
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0233663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0233794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0233794
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0233794
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0467457
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05553
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05553
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt141
TaxesSchedule/TaxesDetail/Amt0975
TaxesSchedule/TaxesDetail/Amt1284
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0975
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH B HALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02395925558
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT T AND JUDITH B HALE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0201637454
ReturnHeader/Filer/PhoneNum02395925558
ReturnHeader/Filer/USAddress/AddressLine1Txt06624 GEORGE WASHINGTON WAY
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453994797
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LGC&D LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TEN WEYBOSSET STREET - SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014214800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNN O'MARRA ESQUIRE
ReturnHeader/ReturnTs02016-08-15T10:22:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,288,158
Liabilities
$0
Net assets
$4,288,158
Revenue
$141,250
Expenses
$6,853
Net income
$134,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.05$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.14$0.01$0.13
2014Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.22$0.01$0.21
2013Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.21$0.02$0.19
2012Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.09
2011Summary only. Only limited summary data is available for this year.$3.61$0.00$0.10$0.75$0.65