Civic Intelligence

Halo School

990 • Fiscal year 2016 • EIN 33-1005768

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 30, 2017

Organization Profilewww.halo-soma.org
1204 W 44th StreetAustin, TX 78756

(512) 465-9595

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

26th percentile

-8.2%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$154,728

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 43.3% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

31st percentile

-7.9%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$342,026

Down $29,238 (-7.9%) from 2015

Net Assets

Down

$340,741

Down $29,236 (-7.9%) from 2015

Liabilities

Down

$1,285

Down $2 (-0.2%) from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin26th percentile

Revenue

Down

$357,061

Down $41,001 (-10%) from 2015

Expenses

Up

$386,297

Up $19,757 (+5.4%) from 2015

Net Income

Down

-$29,236

Down $60,758 (-193%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$400K$300K$200K$100K$0Assets 2010: $234,046Liabilities 2010: $23,888Net Assets 2010: $210,1582010Assets 2011: $235,542Liabilities 2011: $35,410Net Assets 2011: $200,1322011Assets 2012: $278,197Liabilities 2012: $12,058Net Assets 2012: $266,1392012Assets 2013: $316,523Liabilities 2013: $32,156Net Assets 2013: $284,3672013Assets 2014: $339,703Liabilities 2014: $1,248Net Assets 2014: $338,4552014Assets 2015: $371,264Liabilities 2015: $1,287Net Assets 2015: $369,9772015Assets 2016: $342,026Liabilities 2016: $1,285Net Assets 2016: $340,7412016Assets 2017: $368,437Liabilities 2017: $1,595Net Assets 2017: $366,8422017Assets 2018: $310,741Liabilities 2018: $1,075Net Assets 2018: $309,6662018Assets 2019: $191,524Liabilities 2019: $1,152Net Assets 2019: $190,3722019Assets 2021: $303,299Liabilities 2021: $668Net Assets 2021: $302,6312021Assets 2022: $340,921Liabilities 2022: $255Net Assets 2022: $340,6662022Assets 2024: $285,113Liabilities 2024: $857Net Assets 2024: $284,2562024

Highlighted filing

2016

Assets$342,026
Liabilities$1,285
Net Assets$340,741
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $305,3822010Expenses 2011: $286,6392011Expenses 2012: $315,9202012Revenue 2013: $348,164Expenses 2013: $329,936Net Income 2013: $18,2282013Revenue 2014: $403,916Expenses 2014: $349,828Net Income 2014: $54,0882014Revenue 2015: $398,062Expenses 2015: $366,540Net Income 2015: $31,5222015Revenue 2016: $357,061Expenses 2016: $386,297Net Income 2016: -$29,2362016Revenue 2017: $416,981Expenses 2017: $390,880Net Income 2017: $26,1012017Revenue 2018: $327,513Expenses 2018: $384,689Net Income 2018: -$57,1762018Revenue 2019: $316,165Expenses 2019: $435,459Net Income 2019: -$119,2942019Revenue 2021: $329,306Expenses 2021: $290,296Net Income 2021: $39,0102021Revenue 2022: $422,738Expenses 2022: $385,293Net Income 2022: $37,4452022Revenue 2024: $414,287Expenses 2024: $495,816Net Income 2024: -$81,5292024

Highlighted filing

2016

Revenue$357,061
Expenses$386,297
Net Income-$29,236
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 30, 2017
Return Version
2016v3.0
Gross Receipts
$398,724
Mission and Program Overview

Mission

Provide Understanding of Autism Through Workshops and Conferences and Improve Communication Utilizing Rapid Prompting Method for Persons with Autism

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$369,977$340,741▼ $29,236
Cash and Non-Interest-Bearing Accounts$339,734$325,313▼ $14,421
Savings and Temporary Cash Investments$11,077$19,856▲ $8,779
Pledges and Grants Receivable$5,635$7,625▲ $1,990
Land, Buildings, and Equipment, Net$7,653$4,821▼ $2,832
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Accounts Receivable$-9,479$-32,233▼ $22,754
Total Assets$371,264$342,026▼ $29,238
Other Assets Total$16,644$16,644→ $0
Liabilities
Other Liabilities$1,287$1,285▼ $2
Total Liabilities$1,287$1,285▼ $2
Net Assets / Fund Balance
Total Net Assets Fund Balance$369,977$340,741▼ $29,236
Total Liabilities and Net Assets / Fund Balance$371,264$342,026▼ $29,238

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,027$67,477$71,504
Equipment$794$9,588$10,382
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Soma MukhopadhyayBoard MemberFT$154,728$154,728
Stacey LewisSecretaryPT$64,851$64,851

Board Members and Trustees

NameTitle
Brian JacksonPresident
Rebecca D CooperOffice Staff
Amy BruceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,750
Program Service Revenue
$249,553
Investment Income
$9
Other Revenue
$60,749
All Other Contributions
$21,753
Change in Net Assets
$-29,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$244,998
Other Expenses$141,299
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$219,579--$219,579
Occupancy$47,470--$47,470
Travel$35,148--$35,148
Payroll Taxes$15,320--$15,320
Other Salaries and Wages$10,041--$10,041
All Other Expenses$4,889--$4,889
Other Expenses$3,050--$3,050
Depreciation Depletion-$2,832-$2,832
Fees for Services Other-$2,582-$2,582
Insurance$2,495--$2,495
Fees for Services Accounting-$2,305-$2,305
Information Technology$1,415--$1,415
Office Expenses$850--$850
Fees for Services Legal-$405-$405
Advertising$70--$70
Other Employee Benefits-$58-$58
Total Functional Expenses$378,115$8,182$0$386,297
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$1,285
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available for viewing at Organizations Office”

Filing and Contact Details

Filer

Filer Name
Halo School
EIN
33-1005768
Phone
5124659595
Address
1204 W 44th Street, Austin, TX 78756

Signing Officer

Name
Stacey Lewis
Title
Director
Signed
2017-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacey Lewis
Voting Board Members
4
Independent Board Members
3
Employees
3

Preparer

Firm
Bruce Sieffert PC CPA
Address
3901 S Lamar Blvd Suite 230, Austin, TX 78704-7990
Preparer
Bruce Sieffert PC CPA
Phone
5124432121
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0794
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09588
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010382
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04027
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt067477
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt071504
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01285
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Sales Tax Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04821
IRS990ScheduleD/TotalLiabilityAmt01285
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0154728
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Soma Mukhopadhyay
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Board Member
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0154728
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available for viewing at Organizations Office
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0371264
IRS990/TotalAssetsEOYAmt0342026
IRS990/TotalAssetsGrp/BOYAmt0371264
IRS990/TotalAssetsGrp/EOYAmt0342026
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt046750
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08182
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0378115
IRS990/TotalFunctionalExpensesGrp/TotalAmt0386297
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01287
IRS990/TotalLiabilitiesEOYAmt01285
IRS990/TotalLiabilitiesGrp/BOYAmt01287
IRS990/TotalLiabilitiesGrp/EOYAmt01285
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0369977
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0340741
IRS990/TotalProgramServiceExpensesAmt0378115
IRS990/TotalProgramServiceRevenueAmt0249553
IRS990/TotalReportableCompFromOrgAmt0219579
IRS990/TotalRevenueGrp/ExclusionAmt037481
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0272830
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0357061
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0371264
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0342026
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt035148
IRS990/TravelGrp/TotalAmt035148
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt069 Verde Ranch Loop
IRS990/USAddress/CityNm0Leander
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078641
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.halo-soma.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacey Lewis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Halo School
ReturnHeader/Filer/BusinessNameControlTxt0HALO
ReturnHeader/Filer/EIN0331005768
ReturnHeader/Filer/PhoneNum05124659595
ReturnHeader/Filer/USAddress/AddressLine1Txt01204 W 44th Street
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bruce Sieffert PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03901 S Lamar Blvd Suite 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$342,026
Liabilities
$1,285
Net assets
$340,741
Revenue
$357,061
Expenses
$386,297
Net income
-$29,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.01$2.84$4.14$4.96$0.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.00$3.41$4.23$3.85$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.01$3.03$3.29$2.90$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.01$1.90$3.16$4.35$1.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.01$3.10$3.28$3.85$0.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.02$3.67$4.17$3.91$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.42$0.01$3.41$3.57$3.86$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.71$0.01$3.70$3.98$3.67$0.32
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.01$3.38$4.04$3.50$0.54
2013Detailed filing. Detailed filing data is available for this year.$3.17$0.32$2.84$3.48$3.30$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.12$2.66$3.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.35$2.00$2.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.24$2.10$3.05