Civic Intelligence

Hale Family Foundation

EIN 46-3829554 • Charlotte, NC

9204 Heydon Hall CircleCharlotte, NC 28210
Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

NTEE P • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

17th percentile

0.00x

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

NTEE P • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

NTEE P • $1M-$5M nonprofits • Source year 2024

Asset Growth

92nd percentile

104%

Faster asset growth than 92% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

82%

Faster revenue growth than 89% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,403,897

Up $2,246,867 (+104%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,403,897

Up $2,246,867 (+104%) from 2023

Revenue

Up

$2,356,873

Up $1,062,996 (+82%) from 2023

Expenses

Up

$110,319

Up $61,793 (+127%) from 2023

Net Income

Up

$2,246,554

Up $1,001,203 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2013: $104,847Liabilities 2013: $02013Assets 2014: $104,328Liabilities 2014: $0Net Assets 2014: $104,3282014Assets 2015: $207,118Liabilities 2015: $02015Assets 2016: $352,665Liabilities 2016: $0Net Assets 2016: $352,6652016Assets 2019: $415,904Liabilities 2019: $0Net Assets 2019: $415,9042019Assets 2020: $432,654Liabilities 2020: $0Net Assets 2020: $432,6542020Assets 2021: $485,751Liabilities 2021: $0Net Assets 2021: $485,7512021Assets 2022: $898,481Liabilities 2022: $0Net Assets 2022: $898,4812022Assets 2023: $2,157,030Liabilities 2023: $0Net Assets 2023: $2,157,0302023Assets 2024: $4,403,897Liabilities 2024: $0Net Assets 2024: $4,403,8972024

Highlighted filing

2024

Assets$4,403,897
Liabilities$0
Net Assets$4,403,897

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $112,940Expenses 2013: $9,069Net Income 2013: $103,8712013Revenue 2014: $11,498Expenses 2014: $9,683Net Income 2014: $1,8152014Revenue 2015: $110,525Expenses 2015: $18,110Net Income 2015: $92,4152015Revenue 2016: $193,294Expenses 2016: $54,197Net Income 2016: $139,0972016Revenue 2019: $32,860Expenses 2019: $46,427Net Income 2019: -$13,5672019Revenue 2020: $146,738Expenses 2020: $40,028Net Income 2020: $106,7102020Revenue 2021: $89,999Expenses 2021: $71,783Net Income 2021: $18,2162021Revenue 2022: $95,650Expenses 2022: $87,226Net Income 2022: $8,4242022Revenue 2023: $1,293,877Expenses 2023: $48,526Net Income 2023: $1,245,3512023Revenue 2024: $2,356,873Expenses 2024: $110,319Net Income 2024: $2,246,5542024

Highlighted filing

2024

Revenue$2,356,873
Expenses$110,319
Net Income$2,246,554

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven A Hale IIChairman-$0--
Jennifer Hale MDPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Support ministry focus-Fort Collins, CO, US$40,000
Paid Grant-To support the operations of the organization-Rocklin, CA, US$13,000
Paid Grant-To support the operations of the organization-Charlotte, NC, US$10,000
Paid Grant-To support the operations of the organization-Boone, NC, US$6,000
Paid Grant-To support the operations of the organization-Orlando, FL, US$5,000
Paid Grant-Support ministry focus-Belmont, NC, US$5,000
Paid Grant-Support cure of childhood cancer-Charlotte, NC, US$5,000
Paid Grant-To support the operations of the organization-Charlotte, NC, US$5,000
Paid Grant-To support the operations of the organization-Atlanta, GA, US$3,000
Paid Grant-To support the operations of the organization-Valencia, PA, US$3,000
Paid Grant-To support the operations of the organization-WinstonSalem, NC, US$2,500
Paid Grant-Support ministry focus-Charlotte, NC, US$230
Filing and Contact Details

Filer

Filer Name
Hale Family Foundation
EIN
46-3829554
Phone
3365526228
Address
9204 Heydon Hall Circle, Charlotte, NC 28210

Signing Officer

Name
Steven A Hale II
Title
Chairman
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Miller Mcneish & Breedlove Pllc
Address
309 S LAUREL AVE, CHARLOTTE, NC 28207
Preparer
Kory Klug
Phone
7043768415
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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/PersonNm1Jennifer Hale MD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To support the operations of the organization
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Support ministry focus
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Zip With Us
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02614 S Timberline Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 515
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2100 Lake Hart Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3221 Pine St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41834 Wake Forest Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 78571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt65301 Sardis Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt77301 Sardis Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt89536 Blakeney Health Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91424 Northeast Expressway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO Box 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11421 Route 228 W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Fort Collins
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Rocklin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Orlando
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Belmont
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WinstonSalem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Boone
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Valencia
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080525
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd427109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528271
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd728270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd828277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd930329
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1028607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1116059
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt097730
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/AppliedToCurrentYearAmt097730
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0216778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0119048
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt050491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026540
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0119048
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026105
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026105
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097730
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026105
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0145153
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Steven A Hale II Jennifer Hale
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09204 Heydon Hall Circle
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Charlotte
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028210
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01639375
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0389
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt17500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Donor Research
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0389
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17500
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0521300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Income from Pass-Thru Entities
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0521300
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0313
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Prior Period Adjustments
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven A Hale II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/DisasterReliefTxt0North Carolina Hurricane Helene EM3617NC
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hale Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HALE
ReturnHeader/Filer/EIN0463829554
ReturnHeader/Filer/PhoneNum03365526228
ReturnHeader/Filer/USAddress/AddressLine1Txt09204 Heydon Hall Circle
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832891693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER MCNEISH & BREEDLOVE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0309 S LAUREL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028207
ReturnHeader/PreparerPersonGrp/PhoneNum07043768415
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kory Klug
ReturnHeader/ReturnTs02025-11-17T16:53:31-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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