Civic Intelligence

Halo (Help a Little One) C/O Scott a Gladstone

990 • Fiscal year 2019 • EIN 22-3241991

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 02, 2020

822 Boylston Street No 300Chestnut Hill, MA 02467

(617) 738-5200

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$832,192

Up $11,989 (+1.5%) from 2018

Net Assets

Up

$832,192

Up $11,989 (+1.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$111,548

Down $36,669 (-25%) from 2018

Expenses

Down

$99,559

Down $52,331 (-34%) from 2018

Net Income

Up

$11,989

Up $15,662 (+426%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $761,148Liabilities 2010: $0Net Assets 2010: $761,1482010Assets 2011: $820,346Liabilities 2011: $0Net Assets 2011: $820,3462011Assets 2012: $827,873Liabilities 2012: $0Net Assets 2012: $827,8732012Assets 2013: $893,775Liabilities 2013: $0Net Assets 2013: $893,7752013Assets 2014: $844,532Liabilities 2014: $0Net Assets 2014: $844,5322014Assets 2015: $866,752Liabilities 2015: $0Net Assets 2015: $866,7522015Assets 2016: $858,021Liabilities 2016: $0Net Assets 2016: $858,0212016Assets 2017: $823,876Liabilities 2017: $0Net Assets 2017: $823,8762017Assets 2018: $820,203Liabilities 2018: $0Net Assets 2018: $820,2032018Assets 2019: $832,192Liabilities 2019: $0Net Assets 2019: $832,1922019Assets 2020: $774,773Liabilities 2020: $0Net Assets 2020: $774,7732020Assets 2021: $829,105Liabilities 2021: $0Net Assets 2021: $829,1052021Assets 2022: $920,451Liabilities 2022: $0Net Assets 2022: $920,4512022Assets 2023: $1,000,640Liabilities 2023: $0Net Assets 2023: $1,000,6402023Assets 2024: $803,505Liabilities 2024: $0Net Assets 2024: $803,5052024

Highlighted filing

2019

Assets$832,192
Liabilities$0
Net Assets$832,192

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $106,5422010Expenses 2011: $52,5142011Expenses 2012: $82,8212012Revenue 2013: $103,111Expenses 2013: $37,209Net Income 2013: $65,9022013Revenue 2014: $97,776Expenses 2014: $147,019Net Income 2014: -$49,2432014Revenue 2015: $119,154Expenses 2015: $96,934Net Income 2015: $22,2202015Revenue 2016: $100,197Expenses 2016: $108,928Net Income 2016: -$8,7312016Revenue 2017: $115,763Expenses 2017: $149,908Net Income 2017: -$34,1452017Revenue 2018: $148,217Expenses 2018: $151,890Net Income 2018: -$3,6732018Revenue 2019: $111,548Expenses 2019: $99,559Net Income 2019: $11,9892019Revenue 2020: $117,967Expenses 2020: $175,386Net Income 2020: -$57,4192020Revenue 2021: $143,003Expenses 2021: $88,671Net Income 2021: $54,3322021Revenue 2022: $158,919Expenses 2022: $67,574Net Income 2022: $91,3452022Revenue 2023: $171,610Expenses 2023: $79,554Net Income 2023: $92,0562023Revenue 2024: $132,762Expenses 2024: $347,604Net Income 2024: -$214,8422024

Highlighted filing

2019

Revenue$111,548
Expenses$99,559
Net Income$11,989
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 2, 2020
Return Version
2019v5.1
Gross Receipts
$111,548
Mission and Program Overview

Mission

H.a.l.o. Is dedicated to enhancing the quality of life for children with neurological impairment. H.a.l.o. Fulfills requests that enrich or make life easier for children in pediatric nursing homes and supports families who care for thier children at home.

Helping impaired children

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$692,951$722,612▲ $29,661
Cash and Non-Interest-Bearing Accounts$127,252$109,580▼ $17,672
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$820,203$832,192▲ $11,989
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$820,203$832,192▲ $11,989
Total Net Assets Fund Balance$820,203$832,192▲ $11,989
Total Liabilities and Net Assets / Fund Balance$820,203$832,192▲ $11,989

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$6,100$6,100
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alan Pinshaw MdFounder & President
Julius LevinVice President
Paul Chervin MdVice President
Arthur Sneider EsqDirector
Gayle PinshawDirector
Julia Anne WicoffDirector
Karin AlperDirector
Rebecca Dalpe EsqDirector
Susan MirageasDirector
Michael Alper MdClerk
Ronald G MarcusMember at Large
Ian L Katz MdSecretary
Scott C Gladstone EsqTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$81,887
Program Service Revenue
$0
Investment Income
$29,661
Other Revenue
$0
All Other Contributions
$81,887
Change in Net Assets
$11,989
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,296
Other Expenses$12,263
Total Fundraising Expense$1,655
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,974--$55,974
Grants to Domestic Individuals$31,322--$31,322
Office Expenses-$1,934-$1,934
Other Expenses-$648$1,655$648
All Other Expenses-$455-$455
Total Functional Expenses$87,296$10,608$1,655$99,559
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
JEWISH FAMILY & CHILDREN'S SERVICEWaltham, MA-To Assist With Newsletter Distribution & Swim Programs-
New England Pediatric CareBillerica, MA-Holiday Donation-
Seven Hills FoundationWorcester, MA-To Support the Assistive Technology Initiative-
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
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Alan pinshaw, m.d., president & director and gayle pinshaw, director: family relationship - spouses alan pinshaw, m.d., president & director and julia anne wicoff, director: family relationship - father & daughter gayle pinshaw, director & julia anne wicoff, director: family relationship - mother & daughter michael alper, m.d., director & karin alper, director: family relationship - spouses

Form 990, Part VI, Section B, Line 11B

A copy of form 990 will be provided to the organization.

Form 990, Part VI, Section C, Line 19

The organization maintains a website where information is availabe to address such policies to the public.

Filing and Contact Details

Filer

Filer Name
Halo (help a Little One)
EIN
22-3241991
Phone
6177385200
Address
822 BOYLSTON STREET NO 300, CHESTNUT HILL, MA 02467

Signing Officer

Name
Scott C Gladstone Esq
Title
Treasurer
Phone
6177304525
Signed
2020-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott C Gladstone Esq
Formed
1993
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
A L L Cpas
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467
Preparer
Vasant Nagda
Phone
6177385200
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029336
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt038250
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IRS990ScheduleA/InvestmentIncomeCYPct00.27760
IRS990ScheduleA/InvestmentIncomePYPct00.27120
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.72240
IRS990ScheduleA/PublicSupportPY509Pct00.72880
IRS990ScheduleA/PublicSupportTotal509Amt0429742
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0107407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt086427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080904
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0111548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0148216
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0115763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119154
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0594878
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06100
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06100
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025322
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt16000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0VARIOUS INDIVIDUAL NEEDS, DONATED ITEM IS CASH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ANNE RUBENSTEIN
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt044500
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt18974
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt22500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST WITH NEWSLETTER DISTRIBUTION & SWIM PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HOLIDAY DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO SUPPORT THE ASSISTIVE TECHNOLOGY INITIATIVE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JEWISH FAMILY & CHILDREN'S SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NEW ENGLAND PEDIATRIC CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SEVEN HILLS FOUNDATION
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt178 BOSTON ROAD
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION REQUESTS ITEMIZED RECEIPTS DETAILING GOODS PURCHASED WITH THE FUNDS AWARDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALAN PINSHAW, M.D., PRESIDENT & DIRECTOR AND GAYLE PINSHAW, DIRECTOR: FAMILY RELATIONSHIP - SPOUSES ALAN PINSHAW, M.D., PRESIDENT & DIRECTOR AND JULIA ANNE WICOFF, DIRECTOR: FAMILY RELATIONSHIP - FATHER & DAUGHTER GAYLE PINSHAW, DIRECTOR & JULIA ANNE WICOFF, DIRECTOR: FAMILY RELATIONSHIP - MOTHER & DAUGHTER MICHAEL ALPER, M.D., DIRECTOR & KARIN ALPER, DIRECTOR: FAMILY RELATIONSHIP - SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WILL BE PROVIDED TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAINTAINS A WEBSITE WHERE INFORMATION IS AVAILABE TO ADDRESS SUCH POLICIES TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010608
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt029661
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0MA
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IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.HALOFOUNDATION.ORG

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.13$0.35$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.17$0.08$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.16$0.07$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.14$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.12$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.11$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.15$0.15$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.12$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.10$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.12$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.10$0.15$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.10$0.04$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.11