Civic Intelligence

Hale Family Foundation

990 • Fiscal year 2014 • EIN 20-1687722

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization ProfileN/A
5030 E 101st Street No BTulsa, OK 74137

(918) 712-8487

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

87th percentile

$395,503

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 25.5% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

51st percentile

3.7%

Faster asset growth than 51% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

56%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$21,416,661

Up $771,173 (+3.7%) from 2013

Net Assets

Up

$21,413,861

Up $798,598 (+3.9%) from 2013

Liabilities

Down

$2,800

Down $27,425 (-91%) from 2013

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin91st percentile

Revenue

Up

$1,552,507

Up $555,195 (+56%) from 2013

Expenses

Down

$753,909

Down $30,662 (-3.9%) from 2013

Net Income

Up

$798,598

Up $585,857 (+275%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$30M$20M$10M$0Assets 2010: $20,955,901Liabilities 2010: $0Net Assets 2010: $20,955,9012010Assets 2011: $20,946,113Liabilities 2011: $2,800Net Assets 2011: $20,943,3132011Assets 2012: $20,405,322Liabilities 2012: $2,800Net Assets 2012: $20,402,5222012Assets 2013: $20,645,488Liabilities 2013: $30,225Net Assets 2013: $20,615,2632013Assets 2014: $21,416,661Liabilities 2014: $2,800Net Assets 2014: $21,413,8612014Assets 2015: $21,511,220Liabilities 2015: $2,800Net Assets 2015: $21,508,4202015Assets 2016: $21,584,594Liabilities 2016: $0Net Assets 2016: $21,584,5942016Assets 2017: $20,611,403Liabilities 2017: $28,249Net Assets 2017: $20,583,1542017Assets 2018: $20,524,295Liabilities 2018: $0Net Assets 2018: $20,524,2952018Assets 2019: $20,862,471Liabilities 2019: $741,734Net Assets 2019: $20,120,7372019Assets 2020: $20,181,897Liabilities 2020: $910,786Net Assets 2020: $19,271,1112020Assets 2021: $20,115,804Liabilities 2021: $1,002,099Net Assets 2021: $19,113,7052021Assets 2022: $20,607,906Liabilities 2022: $1,064,559Net Assets 2022: $19,543,3472022Assets 2023: $20,904,118Liabilities 2023: $898,632Net Assets 2023: $20,005,4862023Assets 2024: $23,277,690Liabilities 2024: $1,005,194Net Assets 2024: $22,272,4962024

Highlighted filing

2014

Assets$21,416,661
Liabilities$2,800
Net Assets$21,413,861
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2010: $671,063Expenses 2010: $758,742Net Income 2010: -$87,6792010Revenue 2011: $18,465Expenses 2011: $31,053Net Income 2011: -$12,5882011Expenses 2012: $779,9362012Revenue 2013: $997,312Expenses 2013: $784,571Net Income 2013: $212,7412013Revenue 2014: $1,552,507Expenses 2014: $753,909Net Income 2014: $798,5982014Revenue 2015: $425,598Expenses 2015: $331,039Net Income 2015: $94,5592015Revenue 2016: $555,184Expenses 2016: $479,010Net Income 2016: $76,1742016Revenue 2017: -$194,774Expenses 2017: $806,666Net Income 2017: -$1,001,4402017Revenue 2018: $764,985Expenses 2018: $823,844Net Income 2018: -$58,8592018Revenue 2019: $367,500Expenses 2019: $771,058Net Income 2019: -$403,5582019Revenue 2020: $63,560Expenses 2020: $913,186Net Income 2020: -$849,6262020Revenue 2021: $847,493Expenses 2021: $1,004,899Net Income 2021: -$157,4062021Revenue 2022: $1,532,936Expenses 2022: $1,103,296Net Income 2022: $429,6402022Revenue 2023: $1,361,728Expenses 2023: $899,589Net Income 2023: $462,1392023Revenue 2024: $3,289,338Expenses 2024: $1,022,328Net Income 2024: $2,267,0102024

Highlighted filing

2014

Revenue$1,552,507
Expenses$753,909
Net Income$798,598
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$1,552,507
Mission and Program Overview

Mission

This corporation is organized for the specific and primary purpose of benefitting, performing the functions of, or carrying out the purposes of that class of publicly supported organizations, including tulsa community foundation that are described in sections 501(c)(3) and 509(a)(1) or (2) of the internal revenue code and that engage in charitable activities which are consistent with the charitable purposes of tulsa community foundation.

This corporation is organized for the specific and primary purpose of benefiting, performing the functions of, or carrying out the purposes of that class of publicly supported organizations, including tulsa community foundation, that are described in sections 501 (c)(3) and 509 (a)(1) or (2) of the internal revenue code and that engage in charitable activities which are consistent with the charitable purposes of tulsa community foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$20,615,263$21,413,861▲ $798,598
Investments Other Securities$20,637,489$21,409,193▲ $771,704
Cash and Non-Interest-Bearing Accounts$699$168▼ $531
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$20,645,488$21,416,661▲ $771,173
Other Assets Total$7,300$7,300→ $0
Liabilities
Accounts Payable and Accrued Expenses$30,225$2,800▼ $27,425
Total Liabilities$30,225$2,800▼ $27,425
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,615,263$21,413,861▲ $798,598
Total Liabilities and Net Assets / Fund Balance$20,645,488$21,416,661▲ $771,173

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$21,409,193--
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Deborah HaleDonor Cl Director
John HaleDonor Cl Director
David RayTcf Cl Director
Henry G WillTcf Cl Director
Phil Lakin JrTcf Cl Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,552,507
Change in Net Assets
$798,598
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$723,803
Other Expenses$30,106
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$723,803--$723,803
Other Expenses$25,006--$25,006
Fees for Services Legal-$5,100-$5,100
Total Functional Expenses$748,809$5,100$0$753,909
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tulsa Community FoundationTulsa, OK501(c)(3)To Distribute Funds to Tcf for Further Distribution by Tcf to Other Charitable Organizations.$723,803
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Director john hale and director deborah hale are married to one another.”

Form 990, Part VI, Section A, Line 7A

“Tulsa community foundation, the supported organization, must, by agreement, select and appoint more than 50% of the board members, which may not otherwise be disqualified.”

Form 990, Part VI, Section A, Line 7B

“By agreement, hale family foundation must give at least two weeks notice to tulsa community foundation board of trustees of its intent to execute major decisions, which are actions including, but not limited to, mergers, acquisitions, dissolutions, and the like. No major decisions may be executed until at least two weeks after this notice is given.”

Form 990, Part VI, Section A, Line 8B

“The foundation does not have a committee that can act on behalf of the board.”

Form 990, Part VI, Section B, Line 11

“Tax returns are made available to the organization's governing body prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Each board member has received a copy of the conflict of interest policy. Where conflicts arise, directors related to the transaction abstain from voting on these matters, according to the policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statments available upon request. The organization's form 990 may also be viewed at www.guidestar.org”

Filing and Contact Details

Filer

Filer Name
Hale Family Foundation
EIN
20-1687722
Phone
9187128487
Address
5030 E 101ST STREET NO B, TULSA, OK 74137

Signing Officer

Name
John Hale
Title
Director
Phone
9187128487
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Hale
Formed
2004
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
3010 S HARVARD AVE STE 400, TULSA, OK 74114
Preparer
Greg Taylor
Phone
9187496601
Raw XML AppendixShowing 400 of 416 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/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt035000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0262423
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt026000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt021327
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PHIL LAKIN JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TCF CL DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0365503
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTOR JOHN HALE AND DIRECTOR DEBORAH HALE ARE MARRIED TO ONE ANOTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TULSA COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION, MUST, BY AGREEMENT, SELECT AND APPOINT MORE THAN 50% OF THE BOARD MEMBERS, WHICH MAY NOT OTHERWISE BE DISQUALIFIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BY AGREEMENT, HALE FAMILY FOUNDATION MUST GIVE AT LEAST TWO WEEKS NOTICE TO TULSA COMMUNITY FOUNDATION BOARD OF TRUSTEES OF ITS INTENT TO EXECUTE MAJOR DECISIONS, WHICH ARE ACTIONS INCLUDING, BUT NOT LIMITED TO, MERGERS, ACQUISITIONS, DISSOLUTIONS, AND THE LIKE. NO MAJOR DECISIONS MAY BE EXECUTED UNTIL AT LEAST TWO WEEKS AFTER THIS NOTICE IS GIVEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION DOES NOT HAVE A COMMITTEE THAT CAN ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX RETURNS ARE MADE AVAILABLE TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH BOARD MEMBER HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. WHERE CONFLICTS ARISE, DIRECTORS RELATED TO THE TRANSACTION ABSTAIN FROM VOTING ON THESE MATTERS, ACCORDING TO THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION'S FORM 990 MAY ALSO BE VIEWED AT WWW.GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0201425807
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0INVESTMENTS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0HALE CHARITABLE LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt025832775
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt01552507
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/UBICodeVAmt0-1785
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt05030 E 101ST STREET SUITE B
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0TULSA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd074137
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TULSA COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731554474
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY SERVICE & SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07030 S YALE SUITE 600
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TULSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd074136
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0780803
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1723803
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt225006
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HALE CHARITABLE LP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1TULSA COMMUNITY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2TULSA COMMUNITY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2B
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt020645488
IRS990/TotalAssetsEOYAmt021416661
IRS990/TotalAssetsGrp/BOYAmt020645488
IRS990/TotalAssetsGrp/EOYAmt021416661
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05100
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0748809
IRS990/TotalFunctionalExpensesGrp/TotalAmt0753909
IRS990/TotalGrossUBIAmt0-1785
IRS990/TotalLiabilitiesBOYAmt030225
IRS990/TotalLiabilitiesEOYAmt02800
IRS990/TotalLiabilitiesGrp/BOYAmt030225
IRS990/TotalLiabilitiesGrp/EOYAmt02800
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt020615263
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt021413861
IRS990/TotalOtherCompensationAmt046753
IRS990/TotalProgramServiceExpensesAmt0748809
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01554292
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01552507
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-1785
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt020645488
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021416661
IRS990/TotReportableCompRltdOrgAmt0348750
IRS990/TransactionWithControlEntInd00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05030 E 101ST STREET NO B
IRS990/USAddress/CityNm0TULSA
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074137
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09187128487
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALE
ReturnHeader/Filer/EIN0201687722
ReturnHeader/Filer/PhoneNum09187128487
ReturnHeader/Filer/USAddress/AddressLine1Txt05030 E 101ST STREET NO B
ReturnHeader/Filer/USAddress/CityNm0TULSA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,416,661
Liabilities
$2,800
Net assets
$21,413,861
Revenue
$1,552,507
Expenses
$753,909
Net income
$798,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.3$1.01$22.3$3.29$1.02$2.27
2023Detailed filing. Detailed filing data is available for this year.$20.9$0.90$20.0$1.36$0.90$0.46
2022Detailed filing. Detailed filing data is available for this year.$20.6$1.06$19.5$1.53$1.10$0.43
2021Detailed filing. Detailed filing data is available for this year.$20.1$1.00$19.1$0.85$1.00$0.16
2020Detailed filing. Detailed filing data is available for this year.$20.2$0.91$19.3$0.06$0.91$0.85
2019Detailed filing. Detailed filing data is available for this year.$20.9$0.74$20.1$0.37$0.77$0.40
2018Summary only. Only limited summary data is available for this year.$20.5$0.00$20.5$0.76$0.82$0.06
2017Summary only. Only limited summary data is available for this year.$20.6$0.03$20.6$0.19$0.81$1.00
2016Summary only. Only limited summary data is available for this year.$21.6$0.00$21.6$0.56$0.48$0.08
2015Summary only. Only limited summary data is available for this year.$21.5$0.00$21.5$0.43$0.33$0.09
2014Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$1.55$0.75$0.80
2013Detailed filing. Detailed filing data is available for this year.$20.6$0.03$20.6$1.00$0.78$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.00$20.4$0.78
2011Summary only. Only limited summary data is available for this year.$20.9$0.00$20.9$0.02$0.03$0.01
2010Summary only. Only limited summary data is available for this year.$21.0$0.00$21.0$0.67$0.76$0.09