Civic Intelligence

Hale Family Foundation

990PF • Fiscal year 2014 • EIN 46-3829554

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 19, 2015

Organization Profile
9204 Heydon Hall CircleCharlotte, NC 28210

(336) 552-6228

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

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

2014 filings • NTEE P99 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.00x

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

2014 filings • NTEE P99 • <$500k nonprofits • Source year 2014

Net Margin

58th percentile

16%

Higher net margin than 58% of similar nonprofits.

2014 filings • NTEE P99 • <$500k nonprofits • Source year 2014

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2014 filings • NTEE P • <$500k nonprofits • Source year 2014

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2014 filings • NTEE P • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-90%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • NTEE P • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$104,328

Down $519 (-0.5%) from 2013

Net Assets

$104,328

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin58th percentile

Revenue

Down

$11,498

Down $101,442 (-90%) from 2013

Expenses

Up

$9,683

Up $614 (+6.8%) from 2013

Net Income

Down

$1,815

Down $102,056 (-98%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2014

Assets$104,328
Liabilities$0
Net Assets$104,328
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$11,498
Expenses$9,683
Net Income$1,815
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 19, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN A HALE IIPresident & CEO-$0--
JENNIFER HALE MDChairman-$0--
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
Phone
3365526228
Signed
2015-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Dixon Hughes Goodman Llp
Address
1003 RED BANKS ROAD, GREENVILLE, NC 27858
Preparer
W Gordon Douglas
Phone
2523210505
Raw XML Appendix327 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt067412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT IN HALE PARTNERSHIP FUND, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt067412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0106662
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0104328
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0400
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0400
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVEN A HALE II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JENNIFER HALE MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09204 HEYDON HALL CIRCLE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MISSION TRIP TO PUERTO RICO TO BUILD HOMES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT RELATIONAL CHRISTIAN MINISTRY IN GREENVILLE, NC AT AREA HIGH SCHOOLS, MIDDLE SCHOOLS, AND COLLEGE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT THE MINISTRY FOCUS ON LEVERAGING ATHLETICS TO IMPACT THE WORLD FOR JESUS CHRIST IN PROFESSIONAL, COLLEGE, HIGH SCHOOL, AND MIDDLE SCHOOL SPORTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT THE MINISTRY WHICH USES SPORTS AS A PLATFORM TO HELP PEOPLE ANSWER QUESTIONS OF FAITH AND TO POINT THEM TO JESUS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OBSORNE BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1YOUNG LIFE OF PITT COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FELLOWSHIP OF CHRISTIAN ATHLETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CAMPUS CRUSADEATHLETES IN ACTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0326 STADIUM DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11111 SE GREENVILLE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22614 S TIMBERLINE ROAD UNIT 109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 628222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT COLLINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027288
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280525
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0400
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08574
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014374
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08574
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05800
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014374
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08574
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEVEN A HALE DR 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/TotalContributionsAmt05117
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02212
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02212
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02334
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES FROM HALE PARTNERSHIP FUND, L.P. K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0493
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0493
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04422
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAINS FROM HALE PARTNERSHIP FUND, L.P. K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04422
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04422
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN A HALE II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03365526228
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-19
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/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01003 RED BANKS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027858
ReturnHeader/PreparerPersonGrp/PhoneNum02523210505
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W GORDON DOUGLAS
ReturnHeader/ReturnTs02015-11-16T08:21:29-06:00
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
$104,328
Liabilities
$0
Net assets
$104,328
Revenue
$11,498
Expenses
$9,683
Net income
$1,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$2.36$0.11$2.25
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.29$0.05$1.25
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.10$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.09$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.15$0.04$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.03$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.19$0.05$0.14
2015Summary only. Only limited summary data is available for this year.$0.21$0.00$0.11$0.02$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.01$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$0.10$0.00$0.11$0.01$0.10