Civic Intelligence

Haleski Foundation

990PF • Fiscal year 2012 • EIN 27-1013827

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

4095 SE Old St Lucie Blvd34996
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

25th percentile

-4.5%

Faster asset growth than 25% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$898,566

Down $42,392 (-4.5%) from 2011

Net Assets

Down

$898,566

Down $42,392 (-4.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$90,015

Up $20,665 (+30%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $940,958Liabilities 2011: $0Net Assets 2011: $940,9582011Assets 2012: $898,566Liabilities 2012: $0Net Assets 2012: $898,5662012Assets 2013: $985,968Liabilities 2013: $0Net Assets 2013: $985,9682013Assets 2014: $977,311Liabilities 2014: $0Net Assets 2014: $977,3112014Assets 2015: $811,791Liabilities 2015: $0Net Assets 2015: $811,7912015Assets 2016: $759,218Liabilities 2016: $0Net Assets 2016: $759,2182016Assets 2017: $669,286Liabilities 2017: $0Net Assets 2017: $669,2862017Assets 2018: $519,538Liabilities 2018: $0Net Assets 2018: $519,5382018Assets 2019: $535,576Liabilities 2019: $0Net Assets 2019: $535,5762019Assets 2020: $473,298Liabilities 2020: $0Net Assets 2020: $473,2982020Assets 2021: $558,909Liabilities 2021: $0Net Assets 2021: $558,9092021Assets 2022: $503,657Liabilities 2022: $0Net Assets 2022: $503,6572022Assets 2023: $424,484Liabilities 2023: $0Net Assets 2023: $424,4842023Assets 2024: $517,749Liabilities 2024: $0Net Assets 2024: $517,7492024

Highlighted filing

2012

Assets$898,566
Liabilities$0
Net Assets$898,566

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $69,3502011Expenses 2012: $90,0152012Revenue 2013: $189,177Expenses 2013: $101,775Net Income 2013: $87,4022013Revenue 2014: $148,899Expenses 2014: $88,164Net Income 2014: $60,7352014Revenue 2015: $79,827Expenses 2015: $252,859Net Income 2015: -$173,0322015Revenue 2016: $84,567Expenses 2016: $131,501Net Income 2016: -$46,9342016Revenue 2017: $3,277Expenses 2017: $123,591Net Income 2017: -$120,3142017Revenue 2018: $55,564Expenses 2018: $163,852Net Income 2018: -$108,2882018Revenue 2019: $50,867Expenses 2019: $52,299Net Income 2019: -$1,4322019Revenue 2020: $76,995Expenses 2020: $117,853Net Income 2020: -$40,8582020Revenue 2021: $168,750Expenses 2021: $83,119Net Income 2021: $85,6312021Revenue 2022: $75,968Expenses 2022: $131,220Net Income 2022: -$55,2522022Revenue 2023: $36,757Expenses 2023: $115,930Net Income 2023: -$79,1732023Revenue 2024: $170,672Expenses 2024: $77,404Net Income 2024: $93,2682024

Highlighted filing

2012

Revenue-
Expenses$90,015
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 14, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH W HALESKIDirector, Chairman,Pres. &-$0--
KATHERINE C HALESKIDirector, Vice Chairperson-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHARLEM CHILDREN'S ZONECONTRIBUTION-NEW YORK, NY, US$25,000
Paid GrantTRUSTEES OF DEERFIELD ACADEMYCONTRIBUTION-DEERFIELD, MA, US$25,000
Paid GrantUNIVERSITY OF PITTSBURGH CANCER INSTITUTECONTRIBUTION-PITTSBURGH, PA, US$25,000
Paid GrantCOMMUNITY FOOD AND OUTREACH CENTERCONTRIBUTION-ORLANDO, FL, US$10,000
Paid GrantBOYS AND GIRLS CLUB OF CENTRAL FLORIDACONTRIBUTION-ORLANDO, FL, US$5,000
Filing and Contact Details

Filer

EIN
27-1013827
Raw XML Appendix338 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
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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0804361
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount010986
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount06758
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount087
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount029792
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount047623
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
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IRS990PF/BalanceSheets/TotalNetAssetsEOY0898566
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome06758
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1GAIN FROM NO MARGIN FUND, L.P. K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset240% OF SECTION 1256 LOSS FROM NO MARGIN FUND, L.P. K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset360% OF SECTION 1256 LOSS FROM NO MARGIN FUND, L.P. K-1
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0898566
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj044552
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0914066
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOSEPH W HALESKI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KATHERINE C HALESKI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR, CHAIRMAN,PRES. &
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR, VICE CHAIRPERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104095 SE OLD ST LUCIE BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114095 SE OLD ST LUCIE BLVD
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14UNIVERSITY OF PITTSBURGH CANCER INSTITUTE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11150 W MICHIGAN STREET SUITE A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 87 7 BOYDEN LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13101 E COLONIAL DRIVE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ORLANDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2DEERFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ORLANDO
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010035
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode201342
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode332801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode415232
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear090000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear044552
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted044552
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1022312
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear204007
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30108
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear071875
IRS990PF/UndistributedIncome/ExcessFromCurrentYear045448
IRS990PF/UndistributedIncome/ExcessFromYear1022312
IRS990PF/UndistributedIncome/ExcessFromYear204007
IRS990PF/UndistributedIncome/ExcessFromYear30108
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions090000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus045448
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus071875
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover026427
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue050000
OtherAssetsSchedule/OtherAssets/Description0DISTRIBUTION RECEIVABLE
OtherAssetsSchedule/OtherAssets/EOYBookValue050000
OtherAssetsSchedule/OtherAssets/EOYFMV050000
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome01006
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome128786
OtherIncomeSchedule2/OtherIncome/Description0CHANGE IN UNREALIZED GAIN FROM NO MARGIN FUND, L.P.
OtherIncomeSchedule2/OtherIncome/Description1OTHER INCOME FROM NO MARGIN FUND, L.P. K-1
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome128786
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01006
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks128786
TaxesSchedule/Taxes/Amount015
TaxesSchedule/Taxes/Category0PA FOUNDATION TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0271013827
ReturnHeader/Filer/Name/BusinessNameLine10HALESKI FOUNDATION
ReturnHeader/Filer/NameControl0HALE
ReturnHeader/Filer/Phone04128311948
ReturnHeader/Filer/USAddress/AddressLine104095 SE OLD ST LUCIE BLVD
ReturnHeader/Filer/USAddress/City0STUART
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034996
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0JOSEPH HALESKI
ReturnHeader/Officer/Phone04128311948
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/PreparerFirm/EIN0251724342
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ALPERN ROSENTHAL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10339 SIXTH AVENUE 8TH FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PITTSBURGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0152222525
ReturnHeader/Preparer/Name0DARIN G SCHINDLER
ReturnHeader/Preparer/Phone04122812501
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T14:35:43-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$1.71$0.77$0.93
2023Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.37$1.16$0.79
2022Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.76$1.31$0.55
2021Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$1.69$0.83$0.86
2020Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.77$1.18$0.41
2019Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.51$0.52$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.56$1.64$1.08
2017Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.03$1.24$1.20
2016Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.85$1.32$0.47
2015Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.80$2.53$1.73
2014Detailed filing. Detailed filing data is available for this year.$9.77$0.00$9.77$1.49$0.88$0.61
2013Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$1.89$1.02$0.87
2012Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.90
2011Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$0.69