Civic Intelligence

The Hallock Family Foundation

990PF • Fiscal year 2014 • EIN 46-1527680

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

Organization Profile
11500 San Vicente BlvdLos Angeles, CA 90049

(213) 316-8641

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

91st percentile

40%

Faster asset growth than 91% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-54%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,889,176

Up $540,608 (+40%) from 2013

Net Assets

Up

$1,889,176

Up $540,608 (+40%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin97th percentile

Revenue

Down

$719,496

Down $850,453 (-54%) from 2013

Expenses

Up

$61,713

Up $29,392 (+91%) from 2013

Net Income

Down

$657,783

Down $879,845 (-57%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $515,191Liabilities 2012: $02012Assets 2013: $1,348,568Liabilities 2013: $1Net Assets 2013: $1,348,5682013Assets 2014: $1,889,176Liabilities 2014: $1Net Assets 2014: $1,889,1762014Assets 2015: $2,194,794Liabilities 2015: $1Net Assets 2015: $2,194,7942015Assets 2016: $2,739,310Liabilities 2016: $0Net Assets 2016: $2,739,3102016Assets 2017: $3,327,480Liabilities 2017: $0Net Assets 2017: $3,327,4802017Assets 2018: $3,030,032Liabilities 2018: $0Net Assets 2018: $3,030,0322018Assets 2019: $4,091,346Liabilities 2019: $1Net Assets 2019: $4,091,3462019Assets 2020: $4,534,732Liabilities 2020: $1Net Assets 2020: $4,534,7322020Assets 2021: $4,931,090Liabilities 2021: $1Net Assets 2021: $4,931,0902021Assets 2022: $3,885,324Liabilities 2022: $1Net Assets 2022: $3,885,3242022Assets 2023: $4,364,090Liabilities 2023: $1Net Assets 2023: $4,364,0902023Assets 2024: $151,131Liabilities 2024: $0Net Assets 2024: $151,1312024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2014

Assets$1,889,176
Liabilities$1
Net Assets$1,889,176
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$5.0M$0-$5.0MRevenue 2012: $515,191Expenses 2012: $0Net Income 2012: $515,1912012Revenue 2013: $1,569,949Expenses 2013: $32,321Net Income 2013: $1,537,6282013Revenue 2014: $719,496Expenses 2014: $61,713Net Income 2014: $657,7832014Revenue 2015: $475,850Expenses 2015: $15,810Net Income 2015: $460,0402015Revenue 2016: $1,047,597Expenses 2016: $96,756Net Income 2016: $950,8412016Revenue 2017: $588,997Expenses 2017: $108,566Net Income 2017: $480,4312017Revenue 2018: $127,972Expenses 2018: $141,970Net Income 2018: -$13,9982018Revenue 2019: $1,249,568Expenses 2019: $179,257Net Income 2019: $1,070,3112019Revenue 2020: $111,311Expenses 2020: $217,426Net Income 2020: -$106,1152020Revenue 2021: $158,666Expenses 2021: $192,174Net Income 2021: -$33,5082021Revenue 2022: $86,997Expenses 2022: $229,576Net Income 2022: -$142,5792022Revenue 2023: $158,034Expenses 2023: $213,325Net Income 2023: -$55,2912023Revenue 2024: $77,829Expenses 2024: $4,797,201Net Income 2024: -$4,719,3722024Revenue 2025: $2,961Expenses 2025: $155,159Net Income 2025: -$152,1982025

Highlighted filing

2014

Revenue$719,496
Expenses$61,713
Net Income$657,783
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD W HALLOCKPresident-$0--
ANNE K HALLOCKSecretary-$0--
PETER J HALLOCKDirector-$0--
LISA A HALLOCKDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Hallock Family Foundation
EIN
46-1527680
Address
11500 SAN VICENTE BLVD, Los Angeles, CA 90049

Signing Officer

Name
Richard W Hallock
Title
President
Phone
3105007936
Signed
2015-04-28
Discuss with paid preparer
Yes

Preparer

Firm
New Wave Financial Services
Address
PO BOX 3446, Santa Monica, CA 90408
Preparer
Greg Meyer
Phone
2133168641
Raw XML Appendix332 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/PersonNm0RICHARD W HALLOCK
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IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD W HALLOCK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0255 CEDAR PARK CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Sarasota
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034242
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03105007936
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0VANGUARD CHARITABLE ENDOWMENT FUND
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD W HALLOCK
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ANNE K HALLOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BROADLY SUPPORT A WIDE RANGE OF CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VANGUARD CHARITABLE ENDOWMENT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 55766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt056307
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03693
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068466
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012159
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03693
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RICHARD ANNE HALLOCK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0225 CEDAR PARK CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Sarasota
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034242
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0517557
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0517557
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc023023 shares of RYPRX
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-11-12
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0518
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0518
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0117175
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BUILT-IN-GAIN CONTR SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0146
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RICHARD W HALLOCK
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1ANNE K HALLOCK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0225 CEDAR PARK CIRCLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1225 CEDAR PARK CIRCLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Sarasota
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Sarasota
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd034242
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd134242
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0210
TaxesSchedule/TaxesDetail/Amt1180
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0210
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1180
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD W HALLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03105007936
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HALLOCK FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALL
ReturnHeader/Filer/EIN0461527680
ReturnHeader/Filer/USAddress/AddressLine1Txt011500 SAN VICENTE BLVD
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090049
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471946059
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEW WAVE FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3446
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Monica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090408
ReturnHeader/PreparerPersonGrp/PhoneNum02133168641
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg Meyer
ReturnHeader/ReturnTs02015-04-30T09:01:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,889,176
Liabilities
$1
Net assets
$1,889,176
Revenue
$719,496
Expenses
$61,713
Net income
$657,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.16$0.15
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.08$4.80$4.72
2023Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.16$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.09$0.23$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.16$0.19$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.11$0.22$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$1.25$0.18$1.07
2018Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.13$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.59$0.11$0.48
2016Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$1.05$0.10$0.95
2015Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.48$0.02$0.46
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.72$0.06$0.66
2013Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.57$0.03$1.54
2012Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.00$0.52