Civic Intelligence

Billy and Ruby Hale Family Foundation

990PF • Fiscal year 2021 • EIN 31-1781886

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 14, 2022

Organization Profile

Refreshing map…

2506 EncinoSugar Land, TX 77478

(281) 879-5600

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

81st percentile

41%

Higher net margin than 81% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

5.0%

Faster asset growth than 52% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

192%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$240,630

Up $11,416 (+5.0%) from 2020

Net Assets

Up

$240,630

Up $11,416 (+5.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin81st percentile

Revenue

Up

$27,653

Up $18,189 (+192%) from 2020

Expenses

Up

$16,237

Up $1,341 (+9.0%) from 2020

Net Income

Up

$11,416

Up $16,848 (+310%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$300K$200K$100K$0Assets 2015: $241,328Liabilities 2015: $0Net Assets 2015: $241,3282015Assets 2016: $240,173Liabilities 2016: $0Net Assets 2016: $240,1732016Assets 2017: $235,171Liabilities 2017: $0Net Assets 2017: $235,1712017Assets 2018: $231,726Liabilities 2018: $0Net Assets 2018: $231,7262018Assets 2019: $234,646Liabilities 2019: $0Net Assets 2019: $234,6462019Assets 2020: $229,214Liabilities 2020: $0Net Assets 2020: $229,2142020Assets 2021: $240,630Liabilities 2021: $0Net Assets 2021: $240,6302021Assets 2022: $241,404Liabilities 2022: $0Net Assets 2022: $241,4042022Assets 2024: $231,216Liabilities 2024: $0Net Assets 2024: $231,2162024

Highlighted filing

2021

Assets$240,630
Liabilities$0
Net Assets$240,630
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2015: $21,682Expenses 2015: $12,228Net Income 2015: $9,4542015Revenue 2016: $9,623Expenses 2016: $10,778Net Income 2016: -$1,1552016Revenue 2017: $8,240Expenses 2017: $13,242Net Income 2017: -$5,0022017Revenue 2018: $10,268Expenses 2018: $13,713Net Income 2018: -$3,4452018Revenue 2019: $16,997Expenses 2019: $14,077Net Income 2019: $2,9202019Revenue 2020: $9,464Expenses 2020: $14,896Net Income 2020: -$5,4322020Revenue 2021: $27,653Expenses 2021: $16,237Net Income 2021: $11,4162021Revenue 2022: $16,639Expenses 2022: $16,259Net Income 2022: $3802022Revenue 2024: $5,189Expenses 2024: $16,650Net Income 2024: -$11,4612024

Highlighted filing

2021

Revenue$27,653
Expenses$16,237
Net Income$11,416
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILLY E HALEPresident / Treasurer-$0--
RUBY L HALEVP / Secretary-$0--
LISA A LATIMERAssistant Secretary-$0--
CARRIE L BEAUCHAMPAssistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Billy and Ruby Hale Family Foundation
EIN
31-1781886
Phone
2818795600
Address
2506 ENCINO, SUGAR LAND, TX 77478

Signing Officer

Name
Billy Hale
Title
President
Phone
2818795600
Signed
2022-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Calvetti Ferguson
Address
700 LOUISIANA ST STE 2500, HOUSTON, TX 77002
Preparer
Kyle W Kmiec CPA
Phone
7139572300
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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd077031
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BILLY E HALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CONRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CONRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CONRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CENTER FOR RENEWING AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN VALUES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALLEGRO ORGANIZATIONAL SOLUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12800 SHIRLINGTON ROAD SUITE 950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25535 MEMORIAL DRIVE SUITE F-811
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277007
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0850
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014453
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015303
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014506
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014453
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RUBE HOLDINGS LTD
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BILLY HALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011823 WILCREST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt111823 WILCREST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077031
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd177031
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt115000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0131
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN DIVIDEND TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0131
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILLY HALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02818795600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILLY AND RUBY HALE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALE
ReturnHeader/Filer/EIN0311781886
ReturnHeader/Filer/PhoneNum02818795600
ReturnHeader/Filer/USAddress/AddressLine1Txt02506 ENCINO
ReturnHeader/Filer/USAddress/CityNm0SUGAR LAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077478
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134255527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALVETTI FERGUSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 LOUISIANA ST STE 2500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077002
ReturnHeader/PreparerPersonGrp/PhoneNum07139572300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE W KMIEC CPA
ReturnHeader/ReturnTs02022-10-14T17:41:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BILLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,630
Liabilities
$0
Net assets
$240,630
Revenue
$27,653
Expenses
$16,237
Net income
$11,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.05$0.17$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.17$0.16$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.28$0.16$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.09$0.15$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.17$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.10$0.14$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.08$0.13$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.10$0.11$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.22$0.12$0.09