Civic Intelligence

Halo Foundation

990 • Fiscal year 2016 • EIN 20-3444669

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

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

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$2,500

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

95th percentile

221%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

90th percentile

71%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Assets

Up

$400,314

Up $361,455 (+930%) from 2014

Net Assets

$392,351

No earlier filing loaded for comparison.

Liabilities

Up

$7,963

Up $7,963 from 2014

Revenue

Up

$207,372

Up $136,755 (+194%) from 2014

Expenses

Up

$128,035

Up $42,885 (+50%) from 2014

Net Income

Up

$79,337

Up $93,870 (+646%) from 2014

Historical Trend

Balance Sheet Trend

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: $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

2016

Assets$400,314
Liabilities$7,963
Net Assets$392,351

Operations Trend

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 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

2016

Revenue$207,372
Expenses$128,035
Net Income$79,337
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$207,372
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.

Our mission is to offer HOPE to the afflicted through the generosity of Service & 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. We serve our mission through HALO programs and support of like-minded organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$307,671$307,671→ $0
Cash and Non-Interest-Bearing Accounts$31,996$92,643▲ $60,647
Total Assets$339,667$400,314▲ $60,647
Liabilities
Accounts Payable and Accrued Expenses$564$7,963▲ $7,399
Total Liabilities$564$7,963▲ $7,399
Net Assets / Fund Balance
Permanently Rstr Net Assets$307,671$307,671→ $0
Unrestricted Net Assets$31,432$84,680▲ $53,248
Total Net Assets Fund Balance$339,103$392,351▲ $53,248
Total Liabilities and Net Assets / Fund Balance$339,667$400,314▲ $60,647

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$307,671--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sharon DeitrickPresidentFT$2,500$2,500

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$202,041
Program Service Revenue
$0
Investment Income
$5,331
Other Revenue
$0
All Other Contributions
$98,024
Change in Net Assets
$79,337

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,658
Salaries, Compensation, and Employee Benefits$46,122
Grants and Similar Amounts Paid$5,255
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$40,122$0$40,122
Office Expenses$107$13,040$0$13,147
Occupancy$0$10,340$0$10,340
All Other Expenses$7,281$2,224$0$9,505
Other Expenses$0$6,377$0$6,377
Current Officers, Directors, Trustees, and Key Employees$0$6,000$0$6,000
Conferences and Meetings$1,799$3,963$0$5,762
Grants to Domestic Orgs$4,255--$4,255
Fees for Services Legal$2,500$0$0$2,500
Fees for Services Management$0$2,231$0$2,231
Grants to Domestic Individuals$1,000--$1,000
Total Functional Expenses$38,722$89,313$0$128,035
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Archangel Crusade of LoveNorth Ridgeville, OH--$2,000
Loyola Retreat HouseClinton, OH--$1,065
Community Pregnancy CenterBarberton, OH--$600
St Joseph SchoolCuyahoga Falls, OH--$500
Nazareth HousingAkron, OH--$150

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Halo Foundation
EIN
20-3444669
Phone
3303769110
Address
134 WESTERN AVE, AKRON, OH 44313

Signing Officer

Name
Sharon Deitrick
Title
President
Phone
3303769110
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Deitrick
Formed
2013
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
10

Preparer

Firm
Seikel & Company Inc
Address
686 W MARKET STREET, AKRON, OH 44303-1449
Preparer
Lewis a Seikel Iii
Phone
3307611040
Supplemental Narrative

Additional Explanations

Pt III, Line 2

The Shroud documentary and the Reformation series

Pt VI, Line 6

Members vote on board of trustee

Pt VI, Line 8B

Committees do not act without governing body approval

Pt VI, Line 11B

Trustee reviews draft return for approval before filing

Pt XII, Line 1

Modified cash basis of accounting

Pt VI, Line 7A

Members/trustees vote on members of the governing body

Form 990, Part III, Line 4D

Miscellaneous benefits, fundraisers and expenses including 33942. 12536. 0.

Form 990, Part IX, Line 24E

Cash over and short -894. 0. -894. 0.

Form 990, Part IX, Line 24E

Subcontractor 260. 0. 260. 0.

Form 990, Part IX, Line 24E

West va flood expenses 7281. 7281. 0. 0.

Form 990, Part IX, Line 24E

Equipment rental 2277. 0. 2277. 0.

Form 990, Part IX, Line 24E

Bank fees 581. 0. 581. 0.

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IRS990/ReconcilationRevenueExpnssAmt079337
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0202041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0559426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt047995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0893744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05331
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03342
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08673
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0893744
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0202041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0559426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt047995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050281
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0893744
IRS990ScheduleA/TotalSupportAmt0902417
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0307671
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc03641 COMMON SHARES OF NORTHERN TRUST CORP
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueProgramRltdAmt0307671
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Europe
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL BILL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/RecipientTable/CashGrantAmt0500
IRS990ScheduleI/RecipientTable/CashGrantAmt1600
IRS990ScheduleI/RecipientTable/CashGrantAmt22000
IRS990ScheduleI/RecipientTable/CashGrantAmt31065
IRS990ScheduleI/RecipientTable/CashGrantAmt4150
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St Joseph School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Community Pregnancy Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Archangel Crusade of Love
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Loyola Retreat House
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Nazareth Housing
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01909 3rd Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1180 1st Street NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt232615 Hidden Tree Circle
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3700 Killinger Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4795 Russell Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Cuyahoga Falls
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Barberton
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NORTH RIDGEVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Clinton
IRS990ScheduleI/RecipientTable/USAddress/CityNm4AKRON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044221
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd144203
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd244039
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd344216
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd444307
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Shroud documentary and the Reformation series
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS VOTE ON BOARD OF TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITTEES DO NOT ACT WITHOUT GOVERNING BODY APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE REVIEWS DRAFT RETURN FOR APPROVAL BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MODIFIED CASH BASIS OF ACCOUNTING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERS/TRUSTEES VOTE ON MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS BENEFITS, FUNDRAISERS AND EXPENSES INCLUDING 33942. 12536. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CASH OVER AND SHORT -894. 0. -894. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUBCONTRACTOR 260. 0. 260. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEST VA FLOOD EXPENSES 7281. 7281. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10EQUIPMENT RENTAL 2277. 0. 2277. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK FEES 581. 0. 581. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XII, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0339667
IRS990/TotalAssetsEOYAmt0400314
IRS990/TotalAssetsGrp/BOYAmt0339667
IRS990/TotalAssetsGrp/EOYAmt0400314
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0202041
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt089313
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt038722
IRS990/TotalFunctionalExpensesGrp/TotalAmt0128035
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0564
IRS990/TotalLiabilitiesEOYAmt07963
IRS990/TotalLiabilitiesGrp/BOYAmt0564
IRS990/TotalLiabilitiesGrp/EOYAmt07963
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0339103

Document Assets

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Filings

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
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.08$3.92$2.07$1.28$0.79
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