Civic Intelligence

Henley Foundation

990PF • Fiscal year 2012 • EIN 33-0783569

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 08, 2013

1801-D Parkcourt Place No 10292701
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

7th percentile

-51%

Faster asset growth than 7% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$352,187

Down $368,205 (-51%) from 2011

Net Assets

Down

$352,187

Down $368,205 (-51%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$669,081

Up $362,343 (+118%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $725,920Liabilities 2010: $0Net Assets 2010: $725,9202010Assets 2011: $720,392Liabilities 2011: $0Net Assets 2011: $720,3922011Assets 2012: $352,187Liabilities 2012: $0Net Assets 2012: $352,1872012Assets 2013: $498,404Liabilities 2013: $0Net Assets 2013: $498,4042013Assets 2014: $442,809Liabilities 2014: $0Net Assets 2014: $442,8092014Assets 2015: $323,943Liabilities 2015: $0Net Assets 2015: $323,9432015Assets 2016: $404,145Liabilities 2016: $0Net Assets 2016: $404,1452016Assets 2017: $463,584Liabilities 2017: $0Net Assets 2017: $463,5842017Assets 2018: $27,351Liabilities 2018: $0Net Assets 2018: $27,3512018Assets 2019: $195,614Liabilities 2019: $0Net Assets 2019: $195,6142019Assets 2020: $374,643Liabilities 2020: $0Net Assets 2020: $374,6432020Assets 2021: $519,689Liabilities 2021: $0Net Assets 2021: $519,6892021Assets 2022: $8,807Liabilities 2022: $0Net Assets 2022: $8,8072022Assets 2023: $225,757Liabilities 2023: $0Net Assets 2023: $225,7572023Assets 2024: $146,198Liabilities 2024: $0Net Assets 2024: $146,1982024

Highlighted filing

2012

Assets$352,187
Liabilities$0
Net Assets$352,187

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $489,3742010Expenses 2011: $306,7382011Expenses 2012: $669,0812012Revenue 2013: $300,602Expenses 2013: $154,385Net Income 2013: $146,2172013Revenue 2014: $250,440Expenses 2014: $306,035Net Income 2014: -$55,5952014Revenue 2015: $300,365Expenses 2015: $419,231Net Income 2015: -$118,8662015Revenue 2016: $350,287Expenses 2016: $270,085Net Income 2016: $80,2022016Revenue 2017: $600,466Expenses 2017: $541,027Net Income 2017: $59,4392017Revenue 2018: $916Expenses 2018: $437,149Net Income 2018: -$436,2332018Revenue 2019: $400,273Expenses 2019: $232,010Net Income 2019: $168,2632019Revenue 2020: $500,114Expenses 2020: $321,085Net Income 2020: $179,0292020Revenue 2021: $380,071Expenses 2021: $235,025Net Income 2021: $145,0462021Revenue 2022: $800,058Expenses 2022: $1,310,940Net Income 2022: -$510,8822022Revenue 2023: $1,137,681Expenses 2023: $920,731Net Income 2023: $216,9502023Revenue 2024: $221Expenses 2024: $79,780Net Income 2024: -$79,5592024

Highlighted filing

2012

Revenue-
Expenses$669,081
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 8, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doy B HenleyDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantChapman UniversityGeneral-Orange, CA, US$325,500
Paid GrantSt John's Lutheran ChurchGeneral-Orange, CA, US$254,350
Paid GrantConcordia University FoundationGeneral-Montreal, CA$40,000
Paid GrantLutheran Hour MinistriesGeneral-St Louis, MO, US$25,000
Paid GrantSanta Ana Kiwanis FoundationGeneral-Santa Ana, CA, US$11,000
Paid GrantHillsdale CollegeGeneral-Hillsdale, MI, US$5,000
Paid GrantOrangewood Childrens HomeGeneral-Santa Ana, CA, US$2,500
Paid GrantCentennial Farm FoundationGeneral-Costa Mesa, CA, US$2,000
Paid GrantOrange Senior CenterGeneral-Orange, CA, US$1,500
Paid GrantCommunity Foundation of OrangeGeneral-Orange, CA, US$1,000
Paid GrantThe Salvation ArmyGeneral-Tustin, CA, US$500
Paid GrantYouth Hope FoundationGeneral-Redlands, CA, US$500
Filing and Contact Details

Filer

EIN
33-0783569
Raw XML AppendixShowing 400 of 409 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Doy B Henley
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Chapman University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Concordia University Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Hillsdale College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Orange Senior Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Santa Ana Kiwanis Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16St John's Lutheran Church
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17The Salvation Army
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18Youth Hope Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19Community Foundation of Orange
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110Lutheran Hour Ministries
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111Orangewood Childrens Home
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/AddressLine101455 De Maisonneuve Blvd W
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/City0Montreal
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/Country0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/PostalCode0H3G1M8
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/ProvinceOrState0Quebec
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1088 Fair Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11333 N Glassell Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1233 E College Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13170 S Olive Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO Box 1256
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15154 S Shaffer St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1610200 Pioneers Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17PO Box 7803
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18940 W Chapman Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19660 Mason Ridge Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1101575 E 17th Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Costa Mesa
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Orange
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Hillsdale
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Orange
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Santa Ana
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Orange
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Tustin
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Redlands
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8Orange
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9St Louis
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10Santa Ana
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode092626
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode192866
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode249242
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode392866
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode492702
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode592866
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode692782
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode792375
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode892868
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode963141
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1092705
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0668850
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear026417
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted026417
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10270834
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20448964
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30636915
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4085353
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5047287
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5047287
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02084499
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0642433
IRS990PF/UndistributedIncome/ExcessFromYear10270834
IRS990PF/UndistributedIncome/ExcessFromYear20448964
IRS990PF/UndistributedIncome/ExcessFromYear30636915
IRS990PF/UndistributedIncome/ExcessFromYear4085353
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0668850
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0642433
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus02131786
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01489353
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0300000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine101801-D Parkcourt Place Suite 102
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Santa Ana
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode092701
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Doy B Henley
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0AG Register of Charitable Trusts
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks071
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0150
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Portfolio management fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0150
SubstantialContributorsSch/SubstantialContributor/PersonName0Doy B Henley
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine101801-D Parkcourt Place Suite 102
SubstantialContributorsSch/SubstantialContributor/USAddress/City0Santa Ana
SubstantialContributorsSch/SubstantialContributor/USAddress/State0CA
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode092701
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Category0California fees
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0330783569
ReturnHeader/Filer/Name/BusinessNameLine10Henley Foundation
ReturnHeader/Filer/NameControl0HENL
ReturnHeader/Filer/Phone07145500023
ReturnHeader/Filer/USAddress/AddressLine101801-D Parkcourt Place No 102
ReturnHeader/Filer/USAddress/City0Santa Ana
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092701
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-08
ReturnHeader/Officer/Name0Doy Henley
ReturnHeader/Officer/Phone07145500023
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02013-11-08
ReturnHeader/PreparerFirm/EIN0952793752
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Poole Foster & Dul an Accountancy Corp
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101801-I Parkcourt Place Suite 102
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Santa Ana

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.08$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.14$0.92$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.80$1.31$0.51
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.38$0.24$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.50$0.32$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.40$0.23$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.44$0.44
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.60$0.54$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.35$0.27$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.30$0.42$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.25$0.31$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.30$0.15$0.15
2012Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.67
2011Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.31
2010Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.49