Civic Intelligence

The Halloran Foundation

990PF • Fiscal year 2020 • EIN 25-6885444

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 13, 2021

Organization Profile
1001 CONSHOHOCKEN STATE RD No 1-2West Conshohocken, PA 19428

(610) 260-1555

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$219,360

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

308%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,310,359

Up $980,184 (+29%) from 2019

Net Assets

Up

$4,310,359

Up $1,094,474 (+34%) from 2019

Liabilities

Down

$0

Down $114,290 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin92nd percentile

Revenue

Up

$1,644,899

Up $1,241,440 (+308%) from 2019

Expenses

Down

$550,417

Down $31,056 (-5.3%) from 2019

Net Income

Up

$1,094,482

Up $1,272,496 (+715%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,700,344Liabilities 2011: $974,290Net Assets 2011: $2,726,0542011Assets 2012: $3,519,745Liabilities 2012: $881,790Net Assets 2012: $2,637,9552012Assets 2013: $4,907,597Liabilities 2013: $714,290Net Assets 2013: $4,193,3072013Assets 2014: $5,069,717Liabilities 2014: $621,790Net Assets 2014: $4,447,9272014Assets 2015: $5,225,867Liabilities 2015: $529,290Net Assets 2015: $4,696,5772015Assets 2016: $5,070,457Liabilities 2016: $436,790Net Assets 2016: $4,633,6672016Assets 2017: $4,933,104Liabilities 2017: $471,165Net Assets 2017: $4,461,9392017Assets 2018: $4,918,979Liabilities 2018: $535,133Net Assets 2018: $4,383,8462018Assets 2019: $3,330,175Liabilities 2019: $114,290Net Assets 2019: $3,215,8852019Assets 2020: $4,310,359Liabilities 2020: $0Net Assets 2020: $4,310,3592020Assets 2021: $6,782,772Liabilities 2021: $0Net Assets 2021: $6,782,7722021Assets 2022: $6,317,769Liabilities 2022: $0Net Assets 2022: $6,317,7692022Assets 2023: $6,680,656Liabilities 2023: $0Net Assets 2023: $6,680,6562023Assets 2024: $6,904,995Liabilities 2024: $0Net Assets 2024: $6,904,9952024

Highlighted filing

2020

Assets$4,310,359
Liabilities$0
Net Assets$4,310,359
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,606,9302011Expenses 2012: $1,304,2642012Revenue 2013: $3,020,030Expenses 2013: $1,464,228Net Income 2013: $1,555,8022013Revenue 2014: $1,703,493Expenses 2014: $1,462,038Net Income 2014: $241,4552014Revenue 2015: $1,441,659Expenses 2015: $1,205,634Net Income 2015: $236,0252015Revenue 2016: $895,142Expenses 2016: $958,052Net Income 2016: -$62,9102016Revenue 2017: $531,376Expenses 2017: $703,104Net Income 2017: -$171,7282017Revenue 2018: $599,616Expenses 2018: $677,709Net Income 2018: -$78,0932018Revenue 2019: $403,459Expenses 2019: $581,473Net Income 2019: -$178,0142019Revenue 2020: $1,644,899Expenses 2020: $550,417Net Income 2020: $1,094,4822020Revenue 2021: $5,494,298Expenses 2021: $488,155Net Income 2021: $5,006,1432021Revenue 2022: $308,049Expenses 2022: $537,067Net Income 2022: -$229,0182022Revenue 2023: $819,847Expenses 2023: $457,037Net Income 2023: $362,8102023Revenue 2024: $703,906Expenses 2024: $398,540Net Income 2024: $305,3662024

Highlighted filing

2020

Revenue$1,644,899
Expenses$550,417
Net Income$1,094,482
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J ANTHONY CARRExecutive DirectorFT$207,692$11,668$219,360
HARRY HALLORAN JRTrusteePT$0--
NEIL HALLORANTrusteePT$0--
BRIAN FERNANDES-HALLORANTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Halloran Foundation
EIN
25-6885444
Phone
6102601555
Address
1001 CONSHOHOCKEN STATE RD No 1-2, WEST CONSHOHOCKEN, PA 19428

Signing Officer

Name
Harry Halloran Jr
Title
Trustee
Phone
6102601555
Signed
2021-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin Family Office LLC
Address
1001 CONSHOHOCKEN STATE ROAD STE, 1-202, WEST CONSHOHOCKEN, PA 19428
Preparer
Tracey Hawley
Phone
6102601555
Raw XML AppendixShowing 400 of 466 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DistributionFromCorpusElection/ElectionDesc0The Halloran Foundation is making an election under Treas. Reg. 53.4942(a)-3(d)(2) to treat qualifying distributions made by the Foundation during the year ended December 31, 2017 as made out of corpus. Harry Halloran, Jr. Trustee
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.halloranphilanthropies.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Developing a Program to Expand Impact Investing and Education. The Halloran Foundation supported a program to advance impact investing. The program is designed to expand the impact investing, educational advocacy and economic development and monitoring. Our work drives social change by investing in and connecting social entrepreneurs and innovators to help address some of the world's most pressing problems.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Supporting the "The Business of Building a Better World" book from its conception, through the book's launch event "The Great Leadership Reset Global Forum", planned for Q32021. We advise on the book's development from its conception to its launch event "Forum" The book focuses on more than 25 scholars and leaders who transformed their businesses to have a positive impact on the world. Through real life case studies and dozens of interviews, the book is designed to galvanize and unite a global community to adapt notions of value, markets, and models of cooperation and collective action to create a world where economies thrive, businesses excel, all people thrive, and nature flourishes. It establishes the conceptual cornerstones for a new kind of business practice leading to an equitable, sustainable, and flourishing future. The "Forum" the book's launch event, is being designed to further the book's impact and encourage active participation in the issues presented.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Supporting the development of a platform for the Philadelphia area impact investing ecosystem. The Halloran Foundation supports the development of Optimpact, a SAS platform developed to support and grow regional communities involved in making social change through investment in impact opportunities. The opportunities may be impact-funds, projects, businesses, or the activities of minority entrepreneurs. Optimpact catalyzes the flow of capital to these opportunities to maximize their social and environmental impacts
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0145592
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0139342
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt074854
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HARRY HALLORAN JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02021 FILMORE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0345401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0388508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0644417
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0886611
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01990833
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0299116
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0313391
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0345401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0388508
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0644417
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02578328
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HARRY R HALLORAN JR CHARITABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1HARRY R HALLORAN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01835 MARKET STREET NO 2410
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1100 FOUR FALLS CORP CENTER - STE 20
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADELPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WEST CONSHOHOCKEN
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1526033
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01980
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO UNRESTRICTED NET ASSETS - ROUNDING DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PASSTHROUGH OF OTHER DEDUCTIONS - LEGACY VENTURES VII, LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PASSTHROUGH OF OTHER DEDUCTIONS - SOCIAL ENTREPRENEURS FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELEPHONE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PAYROLL PROCESSING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PROFESSIONAL DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt272
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3437
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41564
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt540
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt65648
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt710794
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt028622
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120955
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt028622
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120955
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt272
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3437

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,310,359
Liabilities
$0
Net assets
$4,310,359
Revenue
$1,644,899
Expenses
$550,417
Net income
$1,094,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.70$0.40$0.31
2023Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.82$0.46$0.36
2022Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.31$0.54$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$5.49$0.49$5.01
2020Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$1.64$0.55$1.09
2019Detailed filing. Detailed filing data is available for this year.$3.33$0.11$3.22$0.40$0.58$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.92$0.54$4.38$0.60$0.68$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.93$0.47$4.46$0.53$0.70$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.07$0.44$4.63$0.90$0.96$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.23$0.53$4.70$1.44$1.21$0.24
2014Detailed filing. Detailed filing data is available for this year.$5.07$0.62$4.45$1.70$1.46$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.91$0.71$4.19$3.02$1.46$1.56
2012Detailed filing. Detailed filing data is available for this year.$3.52$0.88$2.64$1.30
2011Detailed filing. Detailed filing data is available for this year.$3.70$0.97$2.73$1.61