Civic Intelligence

Bruce T Halle Assistance Fund

EIN 27-1451992 • 501(c)3 • Scottsdale, AZ

Profile

Provide assistance to Discount Tire employees and/or their immediate families who incur expenses, damages and /or losses as a result of natural disasters or other emergency hardships.

20225 N Scottsdale RdScottsdale, AZ 85255

n/A

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$10,657,071

Up $1,449,445 (+16%) from 2023

Liabilities

Up

$23,273

Up $3,619 (+18%) from 2023

Net Assets

Up

$10,633,798

Up $1,445,826 (+16%) from 2023

Operations
Liabilities / Revenue11th percentileNet Margin89th percentile

Revenue

Up

$2,328,950

Up $451,780 (+24%) from 2023

Expenses

Down

$1,196,703

Down $44,959 (-3.6%) from 2023

Net Income

Up

$1,132,247

Up $496,739 (+78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$15M$10M$5.0M$0Assets 2020: $7,670,933Liabilities 2020: $0Net Assets 2020: $7,670,9332020Assets 2021: $8,653,120Liabilities 2021: $0Net Assets 2021: $8,653,1202021Assets 2022: $8,000,711Liabilities 2022: $0Net Assets 2022: $8,000,7112022Assets 2023: $9,207,626Liabilities 2023: $19,654Net Assets 2023: $9,187,9722023Assets 2024: $10,657,071Liabilities 2024: $23,273Net Assets 2024: $10,633,7982024

Highlighted filing

2024

Assets$10,657,071
Liabilities$23,273
Net Assets$10,633,798
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$3.0M$2.0M$1.0M$0Revenue 2020: $1,309,053Expenses 2020: $705,497Net Income 2020: $603,5562020Revenue 2021: $1,474,747Expenses 2021: $664,263Net Income 2021: $810,4842021Revenue 2022: $1,570,723Expenses 2022: $808,849Net Income 2022: $761,8742022Revenue 2023: $1,877,170Expenses 2023: $1,241,662Net Income 2023: $635,5082023Revenue 2024: $2,328,950Expenses 2024: $1,196,703Net Income 2024: $1,132,2472024

Highlighted filing

2024

Revenue$2,328,950
Expenses$1,196,703
Net Income$1,132,247
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,657,071
Liabilities
$23,273
Net assets
$10,633,798
Revenue
$2,328,950
Expenses
$1,196,703
Net income
$1,132,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.7$0.02$10.6$2.33$1.20$1.13
2023Detailed filing. Detailed filing data is available for this year.$9.21$0.02$9.19$1.88$1.24$0.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.00$0.00$8.00$1.57$0.81$0.76
2021Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$1.47$0.66$0.81
2020Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$1.31$0.71$0.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 27, 2025
Return Version
2024v5.2
Gross Receipts
$2,328,950
Mission and Program Overview

Mission

Provides assistance to Discount Tire Co employees and/or their immediate families who incur expenses, damages and/or losses as a result of natural disasters or other emergency hardships.

Provides assistance to Discount Tire employees and/or their immediate families who incur expenses, damages and/or losses as a result of natural disasters or emergency hardships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,187,973$10,633,798▲ $1,445,825
Investments in Publicly Traded Securities$8,759,033$10,107,420▲ $1,348,387
Cash and Non-Interest-Bearing Accounts$383,460$399,997▲ $16,537
Accounts Receivable$65,134$143,622▲ $78,488
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,207,627$10,657,071▲ $1,449,444
Other Assets Total$0$6,032▲ $6,032
Liabilities
Accounts Payable and Accrued Expenses$19,654$23,273▲ $3,619
Total Liabilities$19,654$23,273▲ $3,619
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,187,973$10,633,798▲ $1,445,825
Total Liabilities and Net Assets / Fund Balance$9,207,627$10,657,071▲ $1,449,444
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Lisa LavelyPresident
George GuilfordDirector
Lisa PedersenDirector
Scott FehrmanDirector
Susan LyleDirector
Cindy ChipmanAsst Secretary
Lori GovernaleAsst Treasurer
Timothy SchaferAsst Treasurer
Debi SmithPres Pro Term
Irene MarberrySecretary
Annie FosterTreasurer
Mark WaltersVP
Revenue and Support

Revenue Composition

Contributions and Grants
$1,778,856
Program Service Revenue
$0
Investment Income
$550,094
Other Revenue
$0
All Other Contributions
$1,778,856
Change in Net Assets
$1,132,247

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,305,247
Revenue Not Reported on Financial Statements
$23,703
Revenue Not Reported on Form 990
$313,578
Total Revenue per Audited Statements
$2,618,825
Total Revenue per Form 990
$2,328,950
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,136,143
Other Expenses$60,560
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,136,143--$1,136,143
Fees for Services Accounting-$25,357-$25,357
Fees for Service Investment Mgmnt Fees-$23,703-$23,703
Fees for Services Other-$11,500-$11,500
Total Functional Expenses$1,136,143$60,560$0$1,196,703

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,196,703
Expenses per Audited Statements$1,173,000
Total Expenses per Audited Statements$1,173,000
Expenses Not Reported on Financial Statements$23,703
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The organization provides a complete copy of its Form 990 to members of the Board of Directors after the organization's certified financial statements are finalized by the Foundation's certified public accounting firm each year.”

Form 990, Part VI, Section A , Line 7A

“The organization's Directors appoint volunteers and non-compensated employees to the Advisory Relief and Distrbution committees as needed,.”

Form 990, Part VI, Section B, line 12C

“Each director and/or committee member is required to sign a statement that afforms he/she has received a copy of the conflict of interest policy and complies with its polocies on an annual basis”

Form 990, Part VI, Section C, line 18

“Request to inspect the organization's governing documents, conflicts of interest policy and/or its annual audited financial statements will be reviewed on a case by case basis”

Form 990, Part VI, Section C, line 19

“Requests to inspect the organization's governing documents, conflicts of interest policy and/or its annual audited financial statements will be reviewed on a case by case basis.”

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

“The Form 990 is reviewed by the Board of Directors and the organization's CPA firm before it is filed with the IRS and/or a state jurisdiction.”

Filing and Contact Details

Filer

Filer Name
Bruce T Halle Assistance Fund
EIN
27-1451992
Phone
4806066000
Address
20225 N Scottsdale Rd, Scottsdale, AZ 85255

Signing Officer

Name
Timothy J Schafer
Title
Asst Treasurer
Phone
4806066000
Signed
2025-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Lavely
Formed
2009
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
50

Preparer

Firm
The Reinalt-thomas Corporation
Address
20225 N SCOTTSDALE RD, SCOTTSDALE, AZ 85255
Preparer
Timothy J Schafer
Phone
4806066000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“Form 990, Part XII, line 2c - there has been no change over last year”

Raw XML AppendixShowing 400 of 428 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01043328
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06671569
IRS990ScheduleA/TotalSupportAmt06671569
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt023703
IRS990ScheduleD/ExpensesSubtotalAmt01173000
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt023703
IRS990ScheduleD/InvestmentExpensesNotIncldAmt023703
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0313578
IRS990ScheduleD/RevenueNotReportedAmt0313578
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt023703
IRS990ScheduleD/RevenueSubtotalAmt02305247
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01196703
IRS990ScheduleD/TotalRevenuePerForm990Amt02328950
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02618825
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01173000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0212137
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt178425
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2285520
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt3287313
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt470575
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt5202173
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Medical & Emergency Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Funeral & Burial Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Auto Related Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3Housing Finance & Rent Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4Other Misc Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5Housing Utilities & Repair Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0NA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1NA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc2NA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc3NA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc4NA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc5NA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt120
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt240
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt340
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt440
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt540
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0n/a
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1na
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2na
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc3na
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc4na
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc5na
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization provides a complete copy of its Form 990 to members of the Board of Directors after the organization's certified financial statements are finalized by the Foundation's certified public accounting firm each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization's Directors appoint volunteers and non-compensated employees to the Advisory Relief and Distrbution committees as needed,.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each director and/or committee member is required to sign a statement that afforms he/she has received a copy of the conflict of interest policy and complies with its polocies on an annual basis
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Request to inspect the organization's governing documents, conflicts of interest policy and/or its annual audited financial statements will be reviewed on a case by case basis
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Requests to inspect the organization's governing documents, conflicts of interest policy and/or its annual audited financial statements will be reviewed on a case by case basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990, Part XII, line 2c - there has been no change over last year
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Form 990 is reviewed by the Board of Directors and the organization's CPA firm before it is filed with the IRS and/or a state jurisdiction.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A , Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 11b
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1FL
IRS990/StatesWhereCopyOfReturnIsFldCd2GA
IRS990/StatesWhereCopyOfReturnIsFldCd3IL
IRS990/StatesWhereCopyOfReturnIsFldCd4KS
IRS990/StatesWhereCopyOfReturnIsFldCd5MI
IRS990/StatesWhereCopyOfReturnIsFldCd6MN
IRS990/StatesWhereCopyOfReturnIsFldCd7NC
IRS990/StatesWhereCopyOfReturnIsFldCd8NM
IRS990/StatesWhereCopyOfReturnIsFldCd9OH
IRS990/StatesWhereCopyOfReturnIsFldCd10OR
IRS990/StatesWhereCopyOfReturnIsFldCd11SC
IRS990/StatesWhereCopyOfReturnIsFldCd12TN
IRS990/StatesWhereCopyOfReturnIsFldCd13UT
IRS990/StatesWhereCopyOfReturnIsFldCd14WI
IRS990/StatesWhereCopyOfReturnIsFldCd15PA
IRS990/StatesWhereCopyOfReturnIsFldCd16CT
IRS990/StatesWhereCopyOfReturnIsFldCd17AR
IRS990/StatesWhereCopyOfReturnIsFldCd18AL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09207627
IRS990/TotalAssetsEOYAmt010657071
IRS990/TotalAssetsGrp/BOYAmt09207627
IRS990/TotalAssetsGrp/EOYAmt010657071
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01778856
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060560
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01136143
IRS990/TotalFunctionalExpensesGrp/TotalAmt01196703
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019654
IRS990/TotalLiabilitiesEOYAmt023273
IRS990/TotalLiabilitiesGrp/BOYAmt019654
IRS990/TotalLiabilitiesGrp/EOYAmt023273
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09187973
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010633798
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01136143
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0550094
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02328950
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09207627
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010657071
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020225 N Scottsdale Rd
IRS990/USAddress/CityNm0Scottsdale
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085255
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01

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