Civic Intelligence

Lanette and Rick Hale Foundation

990PF • Fiscal year 2018 • EIN 20-1983266

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 23, 2019

Organization Profile
5422 LampasasHouston, TX 77056

(713) 877-0143

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

100th percentile

658%

Higher net margin than 100% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

30th percentile

-8.3%

Faster asset growth than 30% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$355,723

Down $32,361 (-8.3%) from 2017

Net Assets

Down

$355,723

Down $32,361 (-8.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$4,920

Down $46,872 (-112%) from 2017

Expenses

Up

$27,441

Up $4,477 (+19%) from 2017

Net Income

Down

-$32,361

Down $51,349 (-270%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$600K$400K$200K$0Assets 2010: $300,469Liabilities 2010: $0Net Assets 2010: $300,4692010Assets 2011: $310,079Liabilities 2011: $0Net Assets 2011: $310,0792011Assets 2012: $380,404Liabilities 2012: $0Net Assets 2012: $380,4042012Assets 2013: $415,973Liabilities 2013: $0Net Assets 2013: $415,9732013Assets 2014: $378,403Liabilities 2014: $0Net Assets 2014: $378,4032014Assets 2015: $369,623Liabilities 2015: $0Net Assets 2015: $369,6232015Assets 2016: $369,096Liabilities 2016: $0Net Assets 2016: $369,0962016Assets 2017: $388,084Liabilities 2017: $0Net Assets 2017: $388,0842017Assets 2018: $355,723Liabilities 2018: $0Net Assets 2018: $355,7232018Assets 2019: $367,910Liabilities 2019: $0Net Assets 2019: $367,9102019Assets 2020: $397,042Liabilities 2020: $0Net Assets 2020: $397,0422020Assets 2021: $499,563Liabilities 2021: $0Net Assets 2021: $499,5632021Assets 2022: $494,449Liabilities 2022: $0Net Assets 2022: $494,4492022Assets 2023: $500,993Liabilities 2023: $0Net Assets 2023: $500,9932023Assets 2024: $536,246Liabilities 2024: $0Net Assets 2024: $536,2462024

Highlighted filing

2018

Assets$355,723
Liabilities$0
Net Assets$355,723
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $18,5412010Expenses 2011: $19,9312011Expenses 2012: $20,3492012Revenue 2013: $61,266Expenses 2013: $25,697Net Income 2013: $35,5692013Revenue 2014: -$12,282Expenses 2014: $25,288Net Income 2014: -$37,5702014Revenue 2015: $16,263Expenses 2015: $25,043Net Income 2015: -$8,7802015Revenue 2016: $25,450Expenses 2016: $25,977Net Income 2016: -$5272016Revenue 2017: $41,952Expenses 2017: $22,964Net Income 2017: $18,9882017Revenue 2018: -$4,920Expenses 2018: $27,441Net Income 2018: -$32,3612018Revenue 2019: $36,804Expenses 2019: $24,617Net Income 2019: $12,1872019Revenue 2020: $54,120Expenses 2020: $24,988Net Income 2020: $29,1322020Revenue 2021: $129,313Expenses 2021: $26,792Net Income 2021: $102,5212021Revenue 2022: $28,390Expenses 2022: $33,504Net Income 2022: -$5,1142022Revenue 2023: $36,577Expenses 2023: $30,033Net Income 2023: $6,5442023Revenue 2024: $94,739Expenses 2024: $59,486Net Income 2024: $35,2532024

Highlighted filing

2018

Revenue-$4,920
Expenses$27,441
Net Income-$32,361
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 23, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANETTE HALEDirector-$0--
RICHARD HALEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lanette and Rick Hale Foundation
EIN
20-1983266
Phone
7138770143
Address
5422 LAMPASAS, HOUSTON, TX 77056

Signing Officer

Name
Richard Hale
Title
Trustee
Phone
7138770143
Signed
2019-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Mohle Adams Llp
Address
3900 ESSEX LANE SUITE 1000, HOUSTON, TX 77027
Preparer
Ronald Sodek
Phone
7136291381
Raw XML Appendix344 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/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/ContributingManagerNm0LANETTE HALE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1RICHARD HALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DALLAS SEMINARY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03909 SWISS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075204
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt0454
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019546
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019883
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019546
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0LANETTE HALE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1RICHARD HALE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05422 LAMPASAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15422 LAMPASAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077056
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd177056
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14238
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14238
TaxesSchedule/TaxesDetail/Amt063
TaxesSchedule/TaxesDetail/Amt1130
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES W/H
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt063
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD HALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07138770143
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LANETTE AND RICK HALE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LANE
ReturnHeader/Filer/EIN0201983266
ReturnHeader/Filer/PhoneNum07138770143
ReturnHeader/Filer/USAddress/AddressLine1Txt05422 LAMPASAS
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077056
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09DEADE90EC22AB8DF74C7642348AB914D158F33B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09DEADE90EC22AB8DF74C7642348AB914D158F33B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.213.62.2
ReturnHeader/FilingSecurityInformation/IPDt02019-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:21:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741067601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOHLE ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 ESSEX LANE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07136291381
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD SODEK
ReturnHeader/ReturnTs02019-05-13T14:05:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,723
Liabilities
$0
Net assets
$355,723
Revenue
-$4,920
Expenses
$27,441
Net income
-$32,361
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.95$0.59$0.35
2023Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.37$0.30$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.28$0.34$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$1.29$0.27$1.03
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.54$0.25$0.29
2019Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.37$0.25$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.05$0.27$0.32
2017Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.42$0.23$0.19
2016Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.25$0.26$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.16$0.25$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.12$0.25$0.38
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.61$0.26$0.36
2012Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.20
2010Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • <$500k nonprofits