Civic Intelligence

The Diane and Bruce Halle Foundation

EIN 46-0469787 • Scottsdale, AZ

20225 N Scottsdale RdScottsdale, AZ 85255
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

33rd percentile

-0.1%

Higher net margin than 33% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

1st percentile

-81%

Faster asset growth than 1% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$16,386

Down $68,665 (-81%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$16,386

Down $68,665 (-81%) from 2023

Revenue

Up

$47,708,504

Up $6,041,075 (+14%) from 2023

Expenses

Up

$47,777,169

Up $6,088,525 (+15%) from 2023

Net Income

Down

-$68,665

Down $47,450 (-224%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $139,970Liabilities 2011: $02011Assets 2012: $12,697Liabilities 2012: $02012Assets 2013: $84,438Liabilities 2013: $02013Assets 2014: $24,699Liabilities 2014: $02014Assets 2015: $140,822Liabilities 2015: $02015Assets 2019: $156,439Liabilities 2019: $02019Assets 2020: $79,155Liabilities 2020: $0Net Assets 2020: $79,1552020Assets 2021: $130,264Liabilities 2021: $0Net Assets 2021: $130,2642021Assets 2022: $106,266Liabilities 2022: $0Net Assets 2022: $106,2662022Assets 2023: $85,051Liabilities 2023: $0Net Assets 2023: $85,0512023Assets 2024: $16,386Liabilities 2024: $0Net Assets 2024: $16,3862024

Highlighted filing

2024

Assets$16,386
Liabilities$0
Net Assets$16,386

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $5,063,132Expenses 2011: $4,938,220Net Income 2011: $124,9122011Revenue 2012: $8,147,994Expenses 2012: $8,275,267Net Income 2012: -$127,2732012Revenue 2013: $8,735,325Expenses 2013: $8,663,584Net Income 2013: $71,7412013Revenue 2014: $8,933,376Expenses 2014: $8,993,115Net Income 2014: -$59,7392014Revenue 2015: $11,476,679Expenses 2015: $11,360,556Net Income 2015: $116,1232015Revenue 2019: $16,943,585Expenses 2019: $16,900,362Net Income 2019: $43,2232019Revenue 2020: $15,113,571Expenses 2020: $15,190,353Net Income 2020: -$76,7822020Revenue 2021: $31,307,586Expenses 2021: $31,256,477Net Income 2021: $51,1092021Revenue 2022: $36,065,734Expenses 2022: $36,089,732Net Income 2022: -$23,9982022Revenue 2023: $41,667,429Expenses 2023: $41,688,644Net Income 2023: -$21,2152023Revenue 2024: $47,708,504Expenses 2024: $47,777,169Net Income 2024: -$68,6652024

Highlighted filing

2024

Revenue$47,708,504
Expenses$47,777,169
Net Income-$68,665

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 12, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sam ChangDirector-$0--
Tom EganExecutive DirectorPT$0--
Chris GreulichDirector-$0--
Darlene NewsomSecretary-$0--
Chris PedersenDirector-$0--
Wilson LyleTreasurer-$0--
Sheila ZuiebackVice ChairmanPT$0--
Nikki HalleDirector-$0--
Diane M HalleChairmanPT$0--
Monica CouryDirector-$0--
Michael WhiteDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Diane and Bruce Halle Foundation
EIN
46-0469787
Phone
4806066000
Address
20225 N Scottsdale Rd, Scottsdale, AZ 85255

Signing Officer

Name
Sheila Zuieback
Title
Vice Chairman
Phone
4805157500
Signed
2025-12-12
Discuss with paid preparer
Yes

Preparer

Firm
The Reinalt-thomas Corporation
Address
20225 N SCOTTSDALE RD, SCOTTSDALE, AZ 85255
Phone
4806066000
Raw XML AppendixShowing 400 of 1,662 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/PersonNm2Chris Greulich
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Sheila Zuieback
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Nikki Halle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Diane M Halle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Monica Coury
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Michael White
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0See Statement - Analysis of Income - Producing Activities
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Kim Miller
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt020225 N Scottsdale Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Scottsdale
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085255
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.dianeandbrucehallefoundation.org
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Limited to tax exempt 501-c-3 type organizations operating within the State of AZ for a minimum of 3 years. Should also include a copy of the IRS determination letter and most recent Form 990 tax return and financial statements.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Diane M Halle
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04806066000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt020225 N Scottsdale Rd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Scottsdale
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd085255
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115225000

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