Civic Intelligence

Halo Foundation

990EZ • Fiscal year 2014 • EIN 20-3444669

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 17, 2015

Organization Profilewww.thehalofoundation.org
134 Western AveAkron, OH 44313

(330) 376-9110

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Flat

$38,859

Flat from 2014

Net Assets

$38,859

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

Flat

$70,617

Flat from 2014

Expenses

Flat

$85,150

Flat from 2014

Net Income

Flat

-$14,533

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$600K$400K$200K$0Assets 2010: $43,372Liabilities 2010: $1,576Net Assets 2010: $41,7962010Assets 2011: $54,143Liabilities 2011: $02011Assets 2012: $71,438Liabilities 2012: $0Net Assets 2012: $71,4382012Assets 2013: $53,392Liabilities 2013: $0Net Assets 2013: $53,3922013Assets 2014: $38,859Liabilities 2014: $0Net Assets 2014: $38,8592014Assets 2014: $38,859Liabilities 2014: $02014Assets 2016: $400,314Liabilities 2016: $7,963Net Assets 2016: $392,3512016Assets 2017: $400,301Liabilities 2017: $23,642Net Assets 2017: $376,6592017Assets 2018: $197,319Liabilities 2018: $38,408Net Assets 2018: $158,9112018Assets 2019: $171,679Liabilities 2019: $0Net Assets 2019: $171,6792019Assets 2021: $205,983Liabilities 2021: $26,532Net Assets 2021: $179,4512021Assets 2022: $169,130Liabilities 2022: $19,073Net Assets 2022: $150,0572022Assets 2023: $158,605Liabilities 2023: $16,5232023Assets 2024: $112,088Liabilities 2024: $16,613Net Assets 2024: $95,4752024

Highlighted filing

2014

Assets$38,859
Liabilities$0
Net Assets$38,859
Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $42,077Expenses 2010: $34,846Net Income 2010: $7,2312010Revenue 2011: $44,886Expenses 2011: $32,539Net Income 2011: $12,3472011Revenue 2012: $88,374Expenses 2012: $71,079Net Income 2012: $17,2952012Revenue 2013: $89,251Expenses 2013: $107,297Net Income 2013: -$18,0462013Revenue 2014: $70,617Expenses 2014: $85,150Net Income 2014: -$14,5332014Revenue 2014: $70,617Expenses 2014: $85,150Net Income 2014: -$14,5332014Revenue 2016: $207,372Expenses 2016: $128,035Net Income 2016: $79,3372016Revenue 2017: $216,185Expenses 2017: $262,091Net Income 2017: -$45,9062017Revenue 2018: $199,201Expenses 2018: $229,387Net Income 2018: -$30,1862018Revenue 2019: $153,718Expenses 2019: $140,950Net Income 2019: $12,7682019Revenue 2021: $195,602Expenses 2021: $148,820Net Income 2021: $46,7822021Revenue 2022: $133,659Expenses 2022: $154,147Net Income 2022: -$20,4882022Revenue 2023: $196,256Expenses 2023: $197,800Net Income 2023: -$1,5442023Revenue 2024: $133,605Expenses 2024: $180,857Net Income 2024: -$47,2522024

Highlighted filing

2014

Revenue$70,617
Expenses$85,150
Net Income-$14,533
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 17, 2015
Return Version
2014v5.0
Gross Receipts
$86,059
Mission and Program Overview

Mission

Our mission is to offer hope to the afflicted through the generosity of service and charity involving intergenerational support from seniors to children. We will respond to individual and group needs and crisis with deliberate thought, prayer, organization and action.

To offer hope to people in need

Program Services

DescriptionGrantsExpenses
Donated money to Poor ClaresHurricane Sandy and funded student leadership retreats--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon DietrickPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala----
Filing and Contact Details

Filer

Filer Name
HALO Foundation
EIN
20-3444669
Address
134 Western Ave, Akron, OH 44313

Signing Officer

Name
Sharon Dietrick
Title
President
Phone
3304728944
Signed
2015-08-17
Discuss with paid preparer
No

Preparer

Firm
Renee Kehres Heitkamp CPA
Address
9634 TALLMADGE ROAD, Diamond, OH 44412
Preparer
Renee Kehres Heitkamp CPA
Phone
3306542073
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Misc under 5000 Relationship NONE Amount 21,724Activity Grantee Grantee Poor Clares Street 4200 Market Street City, State, Zip Canton, OH 44714Relationship NONE Amount 17,090”

Description of other expenses Part I line 16

“Description AmountTravel 3,171Office Expense 5,158”

Raw XML Appendix120 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Sharon Dietrick
IRS990EZ/BooksInCareOfDetail/PhoneNum03303769110
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0134 Western Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Akron
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044313
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053392
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038859
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034011
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14533
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08930
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053392
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038859
IRS990EZ/FundraisingGrossIncomeAmt052048
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038814
IRS990EZ/GrossReceiptsAmt086059
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053392
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038859
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053392
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038859
IRS990EZ/OccupancyRentUtltsAndMaintAmt012408
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sharon Dietrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08329
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To offer hope to people in need
IRS990EZ/PrintingPublicationsPostageAmt02015
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Donated money to Poor ClaresHurricane Sandy and funded student leadership retreats
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014654
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015442
IRS990EZ/SpecialEventsNetIncomeLossAmt036606
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085150
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt070617
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0146337
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0146337
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034011
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0146337
IRS990ScheduleA/TotalSupportAmt0146337
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Misc under 5000 Relationship NONE Amount 21,724Activity Grantee Grantee Poor Clares Street 4200 Market Street City, State, Zip Canton, OH 44714Relationship NONE Amount 17,090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTravel 3,171Office Expense 5,158
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon Dietrick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03304728944
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALO Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HALO
ReturnHeader/Filer/EIN0203444669
ReturnHeader/Filer/USAddress/AddressLine1Txt0134 Western Ave
ReturnHeader/Filer/USAddress/CityNm0Akron
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RENEE KEHRES HEITKAMP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09634 TALLMADGE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Diamond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044412
ReturnHeader/PreparerPersonGrp/PhoneNum03306542073
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Renee Kehres Heitkamp CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-17T18:25:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$38,859
Liabilities
$0
Net assets
$38,859
Revenue
$70,617
Expenses
$85,150
Net income
-$14,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.17$0.95$1.34$1.81$0.47
2023Summary only. Only limited summary data is available for this year.$1.59$0.17$1.96$1.98$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.19$1.50$1.34$1.54$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.27$1.79$1.96$1.49$0.47
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$1.54$1.41$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.38$1.59$1.99$2.29$0.30
2017Summary only. Only limited summary data is available for this year.$4.00$0.24$3.77$2.16$2.62$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.08$3.92$2.07$1.28$0.79
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.71$0.85$0.15
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$0.71$0.85$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.89$1.07$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.88$0.71$0.17
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.45$0.33$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.02$0.42$0.42$0.35$0.07