Civic Intelligence

Fred L Hartley Family Foundation

EIN 33-0783531 • Palos Verdes Peninsula, CA

PO Box 3474Palos Verdes Peninsula, CA 90274
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2017

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

<$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-51%

Faster revenue growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $12,605,196 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$0

Down $12,605,196 (-100%) from 2016

Operations
Liabilities / Revenue66th percentileNet Margin96th percentile

Revenue

Down

$227,606

Down $233,874 (-51%) from 2016

Expenses

Down

$26,282

Down $845,012 (-97%) from 2016

Net Income

Up

$201,324

Up $611,138 (+149%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$15M$10M$5.0M$0Assets 2011: $13,529,667Liabilities 2011: $0Net Assets 2011: $13,529,6672011Assets 2012: $13,585,749Liabilities 2012: $0Net Assets 2012: $13,585,7492012Assets 2014: $14,091,441Liabilities 2014: $0Net Assets 2014: $14,091,4412014Assets 2015: $13,446,916Liabilities 2015: $0Net Assets 2015: $13,446,9162015Assets 2016: $12,605,196Liabilities 2016: $0Net Assets 2016: $12,605,1962016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $935,0492011Expenses 2012: $920,0482012Revenue 2014: $525,794Expenses 2014: $1,040,196Net Income 2014: -$514,4022014Revenue 2015: $486,079Expenses 2015: $892,545Net Income 2015: -$406,4662015Revenue 2016: $461,480Expenses 2016: $871,294Net Income 2016: -$409,8142016Revenue 2017: $227,606Expenses 2017: $26,282Net Income 2017: $201,3242017

Highlighted filing

2017

Revenue$227,606
Expenses$26,282
Net Income$201,324
Open 2017 Filing

Filings

Most recent year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$227,606
Expenses
$26,282
Net income
$201,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.23$0.03$0.20
2016Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.46$0.87$0.41
2015Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.49$0.89$0.41
2014Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.53$1.04$0.51
2012Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.92
2011Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
May 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret A GruenTrustee-$0--
Fred L Hartley JrTrustee-$0--
Daniel F GruenTrustee-$0--
J Steven HopperTrustee-$0--
Terese C HartleyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Fred L Hartley Family Foundation
EIN
33-0783531
Address
PO Box 3474, Palos Verdes Peninsula, CA 90274

Signing Officer

Name
Fred L Hartley Jr
Title
Trustee
Signed
2017-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Practice Management Pc
Address
2202 W LEGENDS WAY, ANTHEM, AZ 85086-1102
Preparer
J Steven Hopper
Phone
6233227351
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Margaret A Gruen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Fred L Hartley Jr
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Terese C Hartley
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012557074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt014973966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt015512821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt016056108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt016289342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt016126004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.289018
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THESE ARE NET GAINS ON SALES OF VARIOUS BONDS AND CORPORATE STOCK. THE GAINS FROM THESE SALES FACILITATE THE GRANTS MADE BY THE FOUNDATION.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02202 W Legends Way
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Anthem
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0850861102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0J Steven Hopper CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06233227351
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER DESCRIBING EXACTLY WHAT THE FUNDS WILL BE USED FOR AND WHY THE USE IS NECESSARY. APPLICANTS NAME ADDRESS AND TELEPHONE NUMBER MUST BE INCLUDED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1A LETTER DESCRIBING EXACTLY WHAT THE FUNDS WILL BE USED FOR AND WHY THE USE IS NECESSARY. APPLICANTS NAME ADDRESS AND TELEPHONE NUMBER MUST BE INCLUDED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt1[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Fred L Hartley Jr
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1Margaret A Gruen
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06233227351
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0439 Grand Avenue 325
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt1PO Box 4439
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Bigfork
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1Palos Verdes Peninsula
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd095511
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd190274
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CANNOT BE A POLITICAL OR RELIGIOUS GROUP.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1CANNOT BE A POLITICAL OR RELIGIOUS GROUP.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt1None
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/DistributableAsAdjustedAmt0623302
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0598040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0125410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0242649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0109924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0120057
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0598040
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0598040
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025262
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04665
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0There was a division of the Foundation assets between two successive Foundations, namely The Fred & Peggy Hartley Family Foundation and Fred L. Hartley Family Foundation.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt025000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt14109372
OtherDecreasesSchedule/OtherDecreasesDetail/Amt21383963
OtherDecreasesSchedule/OtherDecreasesDetail/Amt325000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt43632145
OtherDecreasesSchedule/OtherDecreasesDetail/Amt53632144
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CASH TRANSFERS TO 84349-1100
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CASH TRANSFERS TO 84349-1100
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2CASH TRANSFERS TO 84350-4100
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3CASH TRANSFERS TO 84350-4100
OtherDecreasesSchedule/OtherDecreasesDetail/Desc4SECURITY TRANSFERS TO 84349-1100
OtherDecreasesSchedule/OtherDecreasesDetail/Desc5SECURITY TRANSFERS TO 84350-4100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0324
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112666
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01104
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISC RECEIPTS
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1557
TaxesSchedule/TaxesDetail/Amt275
TaxesSchedule/TaxesDetail/CategoryTxt0CA STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2REGISTRY OF CHARITABLE TRUSTS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Fred L Hartley Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRED L HARTLEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0330783531
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3474
ReturnHeader/Filer/USAddress/CityNm0Palos Verdes Peninsula
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090274
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRACTICE MANAGEMENT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02202 W LEGENDS WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANTHEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850861102
ReturnHeader/PreparerPersonGrp/PhoneNum06233227351
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Steven Hopper
ReturnHeader/ReturnTs02017-05-22T18:05:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

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