Civic Intelligence

Hall Foundation

990PF • Fiscal year 2021 • EIN 36-4910731

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 08, 2022

Organization Profile
197 Woodland Pkwy Ste 104-607San Marcos, CA 92069-3020

(760) 796-7700

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

49th percentile

0.04x

Higher debt load relative to revenue than 49% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

94th percentile

79%

Higher net margin than 94% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

64%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$1,581,065

Up $223,178 (+16%) from 2020

Net Assets

Up

$1,571,065

Up $213,178 (+16%) from 2020

Liabilities

Up

$10,000

Up $10,000 from 2020

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin94th percentile

Revenue

Up

$270,392

Up $105,714 (+64%) from 2020

Expenses

Down

$57,214

Down $49,924 (-47%) from 2020

Net Income

Up

$213,178

Up $155,638 (+270%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $1,310,347Liabilities 2019: $10,000Net Assets 2019: $1,300,3472019Assets 2020: $1,357,887Liabilities 2020: $0Net Assets 2020: $1,357,8872020Assets 2021: $1,581,065Liabilities 2021: $10,000Net Assets 2021: $1,571,0652021Assets 2022: $1,915,699Liabilities 2022: $10,000Net Assets 2022: $1,905,6992022Assets 2023: $1,964,714Liabilities 2023: $10,000Net Assets 2023: $1,954,7142023Assets 2024: $2,465,051Liabilities 2024: $10,002Net Assets 2024: $2,455,0492024

Highlighted filing

2021

Assets$1,581,065
Liabilities$10,000
Net Assets$1,571,065
Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

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

$800K$600K$400K$200K$0Revenue 2019: $298,429Expenses 2019: $67,296Net Income 2019: $231,1332019Revenue 2020: $164,678Expenses 2020: $107,138Net Income 2020: $57,5402020Revenue 2021: $270,392Expenses 2021: $57,214Net Income 2021: $213,1782021Revenue 2022: $436,327Expenses 2022: $101,693Net Income 2022: $334,6342022Revenue 2023: $174,746Expenses 2023: $128,981Net Income 2023: $45,7652023Revenue 2024: $610,331Expenses 2024: $109,996Net Income 2024: $500,3352024

Highlighted filing

2021

Revenue$270,392
Expenses$57,214
Net Income$213,178
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 8, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL F HALLPresident-$0--
ELIZABETH F HALLSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Hall Foundation
EIN
36-4910731
Phone
7607967700
Address
197 WOODLAND PKWY STE 104-607, SAN MARCOS, CA 92069-3020

Signing Officer

Name
Michael F Hall
Title
President
Phone
7607967700
Signed
2022-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Roorda Piquet & Bessee Inc
Address
3550 VINE ST SUITE 110, RIVERSIDE, CA 92507-4175
Preparer
Michael J Kouyoumdjian
Phone
9516847781
Raw XML Appendix331 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH F HALL
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07607967700
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0197 WOODLAND PKWY STE 104-607
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN MARCOS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0920693020
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL F HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HUME LAKE CHRISTIAN CAMPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06144 HUME LAKE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HUME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt01681
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt048319
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0100496
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt098815
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt048319
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICHAEL F HALL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 236110
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ENCINITAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0920236110
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt02045
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL EXPENSES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02045
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0114047
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1168397
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT IN HARBOR GRAND EQUITY FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INVESTMENT IN RIGHETTI R MANAGER, LL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INVESTMENT IN PALM HOLLISTER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3INVESTMENT IN CENTER PARK EQUITY FUN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4INVESTMENT IN CALIDI
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0159001
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2168250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3200000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0159001
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2168250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3200000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-9396
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt132473
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-281750
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RIGHETTI R MANAGER, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1HARBOR GRAND EQUITY FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2CENTER PARK EQUITY FUND LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-9396
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt132473
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-281750
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-9396
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt132473
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-281750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04771
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04771
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0347
TaxesSchedule/TaxesDetail/Amt0348
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1CALIF TAX EXPENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0347
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL F HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07607967700
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALL
ReturnHeader/Filer/EIN0364910731
ReturnHeader/Filer/PhoneNum07607967700
ReturnHeader/Filer/USAddress/AddressLine1Txt0197 WOODLAND PKWY STE 104-607
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920693020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330252865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROORDA PIQUET & BESSEE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03550 VINE ST SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIVERSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0925074175
ReturnHeader/PreparerPersonGrp/PhoneNum09516847781
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J KOUYOUMDJIAN
ReturnHeader/ReturnTs02022-10-10T19:04:39-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,581,065
Liabilities
$10,000
Net assets
$1,571,065
Revenue
$270,392
Expenses
$57,214
Net income
$213,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$0.61$0.11$0.50
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.01$1.95$0.17$0.13$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.91$0.44$0.10$0.33
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$0.27$0.06$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.16$0.11$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.30$0.30$0.07$0.23