Civic Intelligence

Halo School

990 • Fiscal year 2017 • EIN 33-1005768

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 30, 2018

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

56th percentile

6.3%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

99th percentile

$159,498

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 38.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

7.7%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$368,437

Up $26,411 (+7.7%) from 2016

Net Assets

Up

$366,842

Up $26,101 (+7.7%) from 2016

Liabilities

Up

$1,595

Up $310 (+24%) from 2016

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin56th percentile

Revenue

Up

$416,981

Up $59,920 (+17%) from 2016

Expenses

Up

$390,880

Up $4,583 (+1.2%) from 2016

Net Income

Up

$26,101

Up $55,337 (+189%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2017

Assets$368,437
Liabilities$1,595
Net Assets$366,842
Open 2017 Filing

Operations Trend

Revenue Growth69th 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

2017

Revenue$416,981
Expenses$390,880
Net Income$26,101
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 30, 2018
Return Version
2017v2.2
Gross Receipts
$453,903
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$340,741$366,842▲ $26,101
Cash and Non-Interest-Bearing Accounts$325,313$325,823▲ $510
Savings and Temporary Cash Investments$19,856$39,313▲ $19,457
Land, Buildings, and Equipment, Net$4,821$4,636▼ $185
Pledges and Grants Receivable$7,625$659▼ $6,966
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-$0-
Accounts Receivable$-32,233$-18,638▲ $13,595
Total Assets$342,026$368,437▲ $26,411
Other Assets Total$16,644$16,644→ $0
Liabilities
Other Liabilities$1,285$1,595▲ $310
Total Liabilities$1,285$1,595▲ $310
Net Assets / Fund Balance
Total Net Assets Fund Balance$340,741$366,842▲ $26,101
Total Liabilities and Net Assets / Fund Balance$342,026$368,437▲ $26,411

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,192$67,738$71,930
Equipment$444$9,938$10,382
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Soma MukhopadhyayBoard MemberFT$159,498$159,498
Stacey LewisSecretaryPT$63,514$63,514

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$36,451
Program Service Revenue
$308,518
Investment Income
$8
Other Revenue
$72,004
All Other Contributions
$14,610
Change in Net Assets
$26,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$250,346
Other Expenses$140,534
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$223,012--$223,012
Occupancy$53,634--$53,634
Travel$22,369--$22,369
Payroll Taxes$15,930--$15,930
Other Salaries and Wages$11,394--$11,394
All Other Expenses$9,534--$9,534
Other Expenses$4,622--$4,622
Office Expenses$2,805--$2,805
Fees for Services Other-$2,697-$2,697
Information Technology$2,399--$2,399
Insurance$1,375--$1,375
Fees for Services Accounting-$1,369-$1,369
Depreciation Depletion-$611-$611
Fees for Services Legal-$405-$405
Advertising$70--$70
Other Employee Benefits-$10-$10
Total Functional Expenses$385,788$5,092$0$390,880
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$1,697
Payroll Tax Liabilities$-102
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
2018-08-30
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
Raw XML AppendixShowing 400 of 415 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt0-32233
IRS990/AccountsReceivableGrp/EOYAmt0-18638
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide Understanding of Autism Through Workshops and Conferences and Improve Communication Utilizing Rapid Prompting Method for Persons with Autism
IRS990/AdvertisingGrp/ProgramServicesAmt070
IRS990/AdvertisingGrp/TotalAmt070
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt014610
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09534
IRS990/AllOtherExpensesGrp/TotalAmt09534
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Stacey Lewis
IRS990/BooksInCareOfDetail/PhoneNum05124659595
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01204 W 44th Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078756
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0325313
IRS990/CashNonInterestBearingGrp/EOYAmt0325823
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0223012
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0223012
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt036922
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt036451
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08
IRS990/CYOtherExpensesAmt0140534
IRS990/CYOtherRevenueAmt072004
IRS990/CYProgramServiceRevenueAmt0308518
IRS990/CYRevenuesLessExpensesAmt026101
IRS990/CYSalariesCompEmpBnftPaidAmt0250346
IRS990/CYTotalExpensesAmt0390880
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0416981
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0611
IRS990/DepreciationDepletionGrp/TotalAmt0611
IRS990/Desc0Operation of workshops and conferences providing students and parents information, exposure and training in improving academic success and communication for persons with autism; with the teacher using rapid prompting method.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0385788
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01369
IRS990/FeesForServicesAccountingGrp/TotalAmt01369
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0405
IRS990/FeesForServicesLegalGrp/TotalAmt0405
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02697
IRS990/FeesForServicesOtherGrp/TotalAmt02697
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt330.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt430.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Amy Bruce
IRS990/Form990PartVIISectionAGrp/PersonNm1Brian Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm2Soma Mukhopadhyay
IRS990/Form990PartVIISectionAGrp/PersonNm3Stacey Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm4Rebecca D Cooper
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2159498
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt363514
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Office Staff
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0453903
IRS990/GrossSalesOfInventoryAmt079251
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt02399
IRS990/InformationTechnologyGrp/TotalAmt02399
IRS990/InsuranceGrp/ProgramServicesAmt01375
IRS990/InsuranceGrp/TotalAmt01375
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt08
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt077676
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04821
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04636
IRS990/LandBldgEquipCostOrOtherBssAmt082312
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt021841
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Provide Understanding of Autism Through Workshops and Conferences and Improve Communication Utilizing Rapid Prompting Method for Persons with Autism
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0340741
IRS990/NetAssetsOrFundBalancesEOYAmt0366842
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt042329
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt042329
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt053634
IRS990/OccupancyGrp/TotalAmt053634
IRS990/OfficeExpensesGrp/ProgramServicesAmt02805
IRS990/OfficeExpensesGrp/TotalAmt02805
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt016644
IRS990/OtherAssetsTotalGrp/EOYAmt016644
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010
IRS990/OtherExpensesGrp/Desc0Credit Card Service Charges
IRS990/OtherExpensesGrp/Desc1Conference Expense
IRS990/OtherExpensesGrp/Desc2Scholarships
IRS990/OtherExpensesGrp/Desc3Contract Labor
IRS990/OtherExpensesGrp/ProgramServicesAmt015129
IRS990/OtherExpensesGrp/ProgramServicesAmt112629
IRS990/OtherExpensesGrp/ProgramServicesAmt210886
IRS990/OtherExpensesGrp/ProgramServicesAmt34622
IRS990/OtherExpensesGrp/TotalAmt015129
IRS990/OtherExpensesGrp/TotalAmt112629
IRS990/OtherExpensesGrp/TotalAmt210886
IRS990/OtherExpensesGrp/TotalAmt34622
IRS990/OtherLiabilitiesGrp/BOYAmt01285
IRS990/OtherLiabilitiesGrp/EOYAmt01595
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011394
IRS990/OtherSalariesAndWagesGrp/TotalAmt011394
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt015930
IRS990/PayrollTaxesGrp/TotalAmt015930
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07625
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0659
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Stacey Lewis
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0Conference Income
IRS990/ProgramServiceRevenueGrp/Desc1Session Fees
IRS990/ProgramServiceRevenueGrp/Desc2Workshop & Training Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042720
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1135117
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2130681
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt042720
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1135117
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2130681
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt046750
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt09
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0141299
IRS990/PYOtherRevenueAmt060749
IRS990/PYProgramServiceRevenueAmt0249553
IRS990/PYRevenuesLessExpensesAmt0-29236
IRS990/PYSalariesCompEmpBnftPaidAmt0244998
IRS990/PYTotalExpensesAmt0386297
IRS990/PYTotalRevenueAmt0357061
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt026101
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt029675
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt029675
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0340741
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0366842
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019856
IRS990/SavingsAndTempCashInvstGrp/EOYAmt039313
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0444
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09938
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010382
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04192
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt067738
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt071930
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0-102
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11697
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Tax Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Sales Tax Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04636
IRS990ScheduleD/TotalLiabilityAmt01595
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/BaseCompensationFilingOrgAmt0159498
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Soma Mukhopadhyay
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Board Member
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0159498
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/TotalAssetsBOYAmt0342026
IRS990/TotalAssetsEOYAmt0368437
IRS990/TotalAssetsGrp/BOYAmt0342026
IRS990/TotalAssetsGrp/EOYAmt0368437
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt036451
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05092
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0385788
IRS990/TotalFunctionalExpensesGrp/TotalAmt0390880
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01285
IRS990/TotalLiabilitiesEOYAmt01595
IRS990/TotalLiabilitiesGrp/BOYAmt01285
IRS990/TotalLiabilitiesGrp/EOYAmt01595
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0340741
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0366842
IRS990/TotalProgramServiceExpensesAmt0385788
IRS990/TotalProgramServiceRevenueAmt0308518
IRS990/TotalReportableCompFromOrgAmt0223012
IRS990/TotalRevenueGrp/ExclusionAmt042329
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0338201
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0416981
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0342026
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0368437
IRS990/TravelGrp/ProgramServicesAmt022369
IRS990/TravelGrp/TotalAmt022369
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacey Lewis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-30
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$368,437
Liabilities
$1,595
Net assets
$366,842
Revenue
$416,981
Expenses
$390,880
Net income
$26,101
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
2017Detailed filing. Detailed filing data is available for this year.$3.68$0.02$3.67$4.17$3.91$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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