Civic Intelligence

Halla Family Foundation

990PF • Fiscal year 2016 • EIN 27-4158104

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
11100 Santa Monica Blvd 600Los Angeles, CA 90025

(310) 806-4000

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

63rd percentile

4.3%

Faster asset growth than 63% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-45%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$6,816,180

Up $282,138 (+4.3%) from 2015

Net Assets

Up

$6,816,180

Up $282,138 (+4.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin88th percentile

Revenue

Down

$152,699

Down $125,998 (-45%) from 2015

Expenses

Down

$86,162

Down $192 (-0.2%) from 2015

Net Income

Down

$66,537

Down $125,806 (-65%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2016

Assets$6,816,180
Liabilities$0
Net Assets$6,816,180
Open 2016 Filing

Operations Trend

Revenue Growth9th 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

2016

Revenue$152,699
Expenses$86,162
Net Income$66,537
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN HALLAPres & Treas-$0--
CAROLYN HALLAVP & Secreatary-$0--
Filing and Contact Details

Filer

Filer Name
Halla Family Foundation
EIN
27-4158104
In Care Of
% ASPIRIANT
Phone
3108064000
Address
11100 SANTA MONICA BLVD 600, LOS ANGELES, CA 90025

Signing Officer

Name
Brian Halla
Title
Pres & Treas
Phone
3108064000
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Aspiriant LLC
Address
11100 SANTA MONICA BLVD 600, LOS ANGELES, CA 90025
Preparer
Andria Yeo
Phone
3108064000
Raw XML Appendix351 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/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08327
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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/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 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
IRS990PF/StatementsRegardingActyGrp/PhoneNum03108064000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BRIAN CAROLYN HALLA 6709429
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SANTA CLARA CITY LIBRARY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02634 HOMESTEAD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA CLARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095051
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
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/AppliedToCurrentYearAmt08327
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0330911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0322584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0853422
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0322584
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0530838
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08327
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0530838
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0853422
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0272
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0545
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0273
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MERRILL LYNCH
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt015328
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt015328
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0215601
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt027951
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt137777
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCHWAB - IA FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MERRILL LYNCH - IA FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt027951
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt137777
TaxesSchedule/TaxesDetail/Amt0509
TaxesSchedule/TaxesDetail/Amt14339
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt12015 EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0509
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN HALLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES & TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum03108064000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALLA FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALL
ReturnHeader/Filer/EIN0274158104
ReturnHeader/Filer/InCareOfNm0% ASPIRIANT
ReturnHeader/Filer/PhoneNum03108064000
ReturnHeader/Filer/USAddress/AddressLine1Txt011100 SANTA MONICA BLVD 600
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090025
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00D8BD3B3C6EDC4245426A3973E730BE5C7ED0089
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00D8BD3B3C6EDC4245426A3973E730BE5C7ED0089
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId096367920173185000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.140.128.10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASPIRIANT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03108064000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDRIA YEO
ReturnHeader/ReturnTs02017-11-14T16:50:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,816,180
Liabilities
$0
Net assets
$6,816,180
Revenue
$152,699
Expenses
$86,162
Net income
$66,537
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