Halla Family Foundation

990PF • Fiscal year 2018 • EIN 27-4158104

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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.

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

-72%

Higher net margin than 6% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

-9.9%

Faster asset growth than 10% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

-40%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets18th percentile

Assets

Down

$6,334,832

Down $698,662 (-9.9%) from 2017

Net Assets

Down

$6,334,832

Down $698,662 (-9.9%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue18th percentile Net Margin6th percentile

Revenue

Down

$218,515

Down $146,696 (-40%) from 2017

Expenses

Down

$375,180

Down $80,959 (-18%) from 2017

Net Income

Down

-$156,665

Down $65,737 (-72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

Highlighted filing

2018

Assets$6,334,832

Liabilities$0

Net Assets$6,334,832

Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

Highlighted filing

2018

Revenue$218,515

Expenses$375,180

Net Income-$156,665

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Nov 15, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay28th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BRIAN HALLA	Pres & Treas	-	$0	-	-
CAROLYN HALLA	VP & 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: 2019-11-15
Discuss with paid preparer: Yes

Preparer

Firm: Aspiriant LLC
Address: 11100 SANTA MONICA BLVD 600, LOS ANGELES, CA 90025
Preparer: Raymond Edwards
Phone: 3108064000

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	6754435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	7029130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	6672331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	6663009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	6787901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	6262433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	339859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.059215
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	337999
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	339859
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	1860
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	339859
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	11100 SANTA MONICA BLVD 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	90025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	ASPIRIANT
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3108064000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	BRIAN CAROLYN HALLA 6709429
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Schwab Charitable Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	ADVISORY PRIVILEGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Orlando
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	32862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	325000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	335862
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	335862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	28610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	32607
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	3997
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	28610
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	339859
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	3997
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	32607
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	28610
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1599348
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	IQ HEDGE MULTI-STRAT
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	541997
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	CA ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	CA FTB FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Merrill Lynch, Pierce, Fenner & Smith Inc
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	4362
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	4362
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	30542
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	30542
TaxesSchedule/TaxesDetail/Amt	0	1937
TaxesSchedule/TaxesDetail/Amt	1	2842
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	2017 EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1937
ReturnHeader/BuildTS	0	2020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRIAN HALLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRES & TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3108064000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HALLA FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HALL
ReturnHeader/Filer/EIN	0	274158104
ReturnHeader/Filer/InCareOfNm	0	% ASPIRIANT
ReturnHeader/Filer/PhoneNum	0	3108064000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	11100 SANTA MONICA BLVD 600
ReturnHeader/Filer/USAddress/CityNm	0	LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90025
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	726A45D8AB06A3AC51C91706274CDE25855F2BF5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	D9FE427262CA93219405107A20A8B8BB355CF0F9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	96367920193185000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	38.140.128.10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ASPIRIANT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	11100 SANTA MONICA BLVD 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	90025
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3108064000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RAYMOND EDWARDS
ReturnHeader/ReturnTs	0	2019-11-14T16:54:11-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $6,334,832
Liabilities: $0
Net assets: $6,334,832
Revenue: $218,515
Expenses: $375,180
Net income: -$156,665

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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