Civic Intelligence

The Halvorson Family Fund

EIN 26-3768825 • Sag Harbor, NY

Revoked

Profile

Revocation date: May 15, 2023

346 Ferry RoadSag Harbor, NY 11963
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,035,529 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $1,035,529 (-100%) from 2019

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $105,001 (-100%) from 2019

Expenses

Down

$0

Down $67,741 (-100%) from 2019

Net Income

Down

$0

Down $37,260 (-100%) from 2019

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2018: $998,269Liabilities 2018: $0Net Assets 2018: $998,2692018Assets 2019: $1,035,529Liabilities 2019: $0Net Assets 2019: $1,035,5292019Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$0-$200K-$400K-$600KRevenue 2018: -$366,624Expenses 2018: $65,775Net Income 2018: -$432,3992018Revenue 2019: $105,001Expenses 2019: $67,741Net Income 2019: $37,2602019Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2023

Revenue$0
Expenses$0
Net Income$0
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.11$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.37$0.07$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 2, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET HALVORSONPresident-$0--
HALEY ANN HALVORSONTreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Halvorson Family Fund
EIN
26-3768825
Phone
6469570972
Address
346 FERRY ROAD, SAG HARBOR, NY 11963

Signing Officer

Name
Janet Halvorson
Title
President
Phone
6469570972
Signed
2024-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Berkowitz & Berkowitz CPAs LLC
Address
501 Office Center Drive Suite 2, Fort Washington, PA 19034
Preparer
Andrea Berest
Phone
2156530127
Raw XML Appendix221 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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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt01000538
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0DISTRIBUTED $500,000 ON 12/23/2020. DISTRIBUTED $250,000 ON 12/28/2020. DISTRIBUTED $250,000 ON 12/29/2020. DISTRIBUTED $538 ON 12/30/2020. ALL DISTRIBUTIONS WERE MADE IN CASH.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANET HALVORSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HALEY ANN HALVORSON
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LiquidationExplanationStmt/ExplanationTxt0All assets of the Halvorson Family Fund totalling $1,000,538 were distributed as follows: $500,000 Cash on 12/23/2020 $250,000 Cash on 12/28/2020 $250,000 Cash on 12/29/2020 $538 Cash on 12/30/2020 The recipient of the above funds was the Bank of America Charitable Gift Fund.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06469570972
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HALVORSON FAMILY FUND
ReturnHeader/Filer/BusinessNameControlTxt0HALV
ReturnHeader/Filer/EIN0263768825
ReturnHeader/Filer/PhoneNum06469570972
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 Office Center Drive Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Washington
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ReturnHeader/PreparerPersonGrp/PhoneNum02156530127
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrea Berest
ReturnHeader/ReturnTs02024-10-02T15:26:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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