Civic Intelligence

Halla Family Foundation

990PF • Fiscal year 2014 • EIN 27-4158104

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 15, 2015

Organization Profile
11100 Santa Monica Blvd 6th FloorLos Angeles, CA 90025

(310) 806-4000

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

85th percentile

19%

Faster asset growth than 85% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

569%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$6,814,206

Up $1,086,873 (+19%) from 2013

Net Assets

Up

$6,814,206

Up $1,086,873 (+19%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

Up

$796,145

Up $677,209 (+569%) from 2013

Expenses

Up

$47,708

Up $1,876 (+4.1%) from 2013

Net Income

Up

$748,437

Up $675,333 (+924%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth85th 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: $5,467,858Liabilities 2011: $0Net Assets 2011: $5,467,8582011Assets 2013: $5,727,333Liabilities 2013: $0Net Assets 2013: $5,727,3332013Assets 2014: $6,814,206Liabilities 2014: $0Net Assets 2014: $6,814,2062014Assets 2015: $6,534,042Liabilities 2015: $0Net Assets 2015: $6,534,0422015Assets 2016: $6,816,180Liabilities 2016: $0Net Assets 2016: $6,816,1802016Assets 2017: $7,033,494Liabilities 2017: $0Net Assets 2017: $7,033,4942017Assets 2018: $6,334,832Liabilities 2018: $0Net Assets 2018: $6,334,8322018Assets 2019: $6,619,821Liabilities 2019: $0Net Assets 2019: $6,619,8212019Assets 2020: $6,820,029Liabilities 2020: $0Net Assets 2020: $6,820,0292020Assets 2021: $7,038,945Liabilities 2021: $0Net Assets 2021: $7,038,9452021Assets 2022: $5,909,328Liabilities 2022: $0Net Assets 2022: $5,909,3282022Assets 2024: $6,413,128Liabilities 2024: $0Net Assets 2024: $6,413,1282024

Highlighted filing

2014

Assets$6,814,206
Liabilities$0
Net Assets$6,814,206
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,191,7032011Revenue 2013: $118,936Expenses 2013: $45,832Net Income 2013: $73,1042013Revenue 2014: $796,145Expenses 2014: $47,708Net Income 2014: $748,4372014Revenue 2015: $278,697Expenses 2015: $86,354Net Income 2015: $192,3432015Revenue 2016: $152,699Expenses 2016: $86,162Net Income 2016: $66,5372016Revenue 2017: $365,211Expenses 2017: $456,139Net Income 2017: -$90,9282017Revenue 2018: $218,515Expenses 2018: $375,180Net Income 2018: -$156,6652018Revenue 2019: $242,667Expenses 2019: $434,407Net Income 2019: -$191,7402019Revenue 2020: $208,743Expenses 2020: $275,551Net Income 2020: -$66,8082020Revenue 2021: $313,857Expenses 2021: $371,639Net Income 2021: -$57,7822021Revenue 2022: $142,187Expenses 2022: $364,482Net Income 2022: -$222,2952022Revenue 2024: $392,620Expenses 2024: $369,458Net Income 2024: $23,1622024

Highlighted filing

2014

Revenue$796,145
Expenses$47,708
Net Income$748,437
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN HALLAPrsdnt/Trsre-$0--
CAROLYN HALLAVP/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Halla Family Foundation
EIN
27-4158104
Phone
3108064000
Address
11100 SANTA MONICA BLVD 6TH FLOOR, LOS ANGELES, CA 90025

Signing Officer

Name
Brian Halla
Title
President
Phone
3108064000
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Aspiriant LLC
Address
11100 SANTA MONICA BLVD STE 600, LOS ANGELES, CA 90025-3392
Preparer
Raymond Edwards
Phone
3108064000
Raw XML Appendix352 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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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD SUITE 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ASPIRIANT LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum03108064000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BRIAN CAROLYN HALLA
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06642
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0323797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0317155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01481374
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0317155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01164219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01164219
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06642
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01164219
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01481374
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BRIAN AND CAROLYN HALLA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD STE 600
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090025
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012316
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt012316
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SEE ATTACHED STATEMENT
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05428
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01642
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01642
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FTB FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CA ATTORNEY GENERAL REGISTRY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DELAWARE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0338436
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013113
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt128107
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX & FINANCIAL PLANNING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06557
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06557
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt128107
TaxesSchedule/TaxesDetail/Amt03207
TaxesSchedule/TaxesDetail/Amt13196
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03207
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN HALLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03108064000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALLA FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALL
ReturnHeader/Filer/EIN0274158104
ReturnHeader/Filer/PhoneNum03108064000
ReturnHeader/Filer/USAddress/AddressLine1Txt011100 SANTA MONICA BLVD 6TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261518255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASPIRIANT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900253392
ReturnHeader/PreparerPersonGrp/PhoneNum03108064000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND EDWARDS
ReturnHeader/ReturnTs02015-11-16T16:07:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,814,206
Liabilities
$0
Net assets
$6,814,206
Revenue
$796,145
Expenses
$47,708
Net income
$748,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.39$0.37$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.14$0.36$0.22
2021Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.31$0.37$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$0.00$6.82$0.21$0.28$0.07
2019Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.24$0.43$0.19
2018Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.22$0.38$0.16
2017Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.37$0.46$0.09
2016Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.15$0.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.28$0.09$0.19
2014Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.80$0.05$0.75
2013Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.12$0.05$0.07
2011Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$2.19