Civic Intelligence

Halo Community Foundation

990EZ • Fiscal year 2016 • EIN 47-1816348

Oct 01, 2015 to Sep 30, 2016 • Filed on Dec 10, 2016

Organization ProfileN/A
772 Jamacha Road 222El Cajon, CA 92019

(619) 987-0821

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

35th percentile

-2.6%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-85%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $62 (-100%) from 2015

Net Assets

Down

$0

Down $62 (-100%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Down

$2,419

Down $13,590 (-85%) from 2015

Expenses

Down

$2,481

Down $13,466 (-84%) from 2015

Net Income

Down

-$62

Down $124 (-200%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$80$60$40$20$0Assets 2015: $62Net Assets 2015: $622015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities-
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2015: $16,009Expenses 2015: $15,947Net Income 2015: $622015Revenue 2016: $2,419Expenses 2016: $2,481Net Income 2016: -$622016

Highlighted filing

2016

Revenue$2,419
Expenses$2,481
Net Income-$62
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Dec 10, 2016
Return Version
2015v2.1
Gross Receipts
$2,419
Mission and Program Overview

Mission

To provide elderly care to those people in their homes that can not financially afford to pay for these services

Program Services

DescriptionGrantsExpenses
TO PROVIDE ELDERLY CARE TO THOSE PEOPLE IN THEIR HOMES WHO CAN NOT FINANCIALY AFFORD SUCH SERVICES-$2,291
TO PROVIDE ELDERLY CARE TO THOSE PEOPLE IN THEIR HOMES THAT CAN NOT FINANCIALLY AFFORD TO PAY FOR THESE SERVICES--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYL MALVESTUTOPresident-$0--
JOE TORRESSecretary-$0--
CHRISTINA PENATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Halo Community Foundation
EIN
47-1816348
Phone
6199870821
Address
772 JAMACHA ROAD 222, EL CAJON, CA 92019

Signing Officer

Name
Cheryl Malvestuto
Title
President
Phone
6199870821
Signed
2016-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Gregory V Villard CPA
Address
7844 LA MESA BLVD, LA MESA, CA 91942
Preparer
Gregory V Villard
Phone
6195895472
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses assistance payments 2,291 bank charges 190 total 2,481”

Form 990-ez, Part III

“To provide elderly care to those people in their homes that can not financially afford to pay for these services”

Form 990-ez, Part III, Line 31

“To provide elderly care to those people in their homes who can not financialy afford such services”

Raw XML Appendix121 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHERYL MALVESTUTO
IRS990EZ/BooksInCareOfDetail/PhoneNum06195895472
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0772 JAMACHA ROAD 222
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EL CAJON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02419
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-62
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt02419
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHERYL MALVESTUTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE TORRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA PENA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02481
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ELDERLY CARE TO THOSE PEOPLE IN THEIR HOMES THAT CAN NOT FINANCIALLY AFFORD TO PAY FOR THESE SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ELDERLY CARE TO THOSE PEOPLE IN THEIR HOMES THAT CAN NOT FINANCIALLY AFFORD TO PAY FOR THESE SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE ELDERLY CARE TO THOSE PEOPLE IN THEIR HOMES WHO CAN NOT FINANCIALY AFFORD SUCH SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02291
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02481
IRS990EZ/TotalProgramServiceExpensesAmt02291
IRS990EZ/TotalRevenueAmt02419
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02419
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02419
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02419
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02419
IRS990ScheduleA/TotalSupportAmt02419
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ASSISTANCE PAYMENTS 2,291 BANK CHARGES 190 TOTAL 2,481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE ELDERLY CARE TO THOSE PEOPLE IN THEIR HOMES THAT CAN NOT FINANCIALLY AFFORD TO PAY FOR THESE SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE ELDERLY CARE TO THOSE PEOPLE IN THEIR HOMES WHO CAN NOT FINANCIALY AFFORD SUCH SERVICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL MALVESTUTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06199870821
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALO COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALO
ReturnHeader/Filer/EIN0471816348
ReturnHeader/Filer/PhoneNum06199870821
ReturnHeader/Filer/USAddress/AddressLine1Txt0772 JAMACHA ROAD 222
ReturnHeader/Filer/USAddress/CityNm0EL CAJON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGORY V VILLARD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07844 LA MESA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091942
ReturnHeader/PreparerPersonGrp/PhoneNum06195895472
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY V VILLARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-09T15:22:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$2,419
Expenses
$2,481
Net income
-$62
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$2.42$2.48$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.06$16.0$15.9$0.06