Civic Intelligence

Halo Foundation Inc.

990PF • Fiscal year 2016 • EIN 58-2588947

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 17, 2017

Organization Profile
1120 Brighton Crest DriveBellingham, WA 98229

(360) 734-1774

Siviq Scores

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

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

0.61x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

60th percentile

6.9%

Higher net margin than 60% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

6.4%

Faster asset growth than 61% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-42%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$42,722

Up $2,561 (+6.4%) from 2015

Net Assets

Up

$40,422

Up $261 (+0.6%) from 2015

Liabilities

Up

$2,300

Up $2,300 from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin60th percentile

Revenue

Down

$3,762

Down $2,738 (-42%) from 2015

Expenses

Up

$3,501

Up $2,300 (+192%) from 2015

Net Income

Down

$261

Down $5,038 (-95%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$60K$40K$20K$0Assets 2010: $35,753Liabilities 2010: $0Net Assets 2010: $35,7532010Assets 2011: $35,322Liabilities 2011: $0Net Assets 2011: $35,3222011Assets 2012: $35,414Liabilities 2012: $0Net Assets 2012: $35,4142012Assets 2013: $37,364Liabilities 2013: $0Net Assets 2013: $37,3642013Assets 2014: $34,862Liabilities 2014: $0Net Assets 2014: $34,8622014Assets 2015: $40,161Liabilities 2015: $0Net Assets 2015: $40,1612015Assets 2016: $42,722Liabilities 2016: $2,300Net Assets 2016: $40,4222016Assets 2017: $41,667Liabilities 2017: $2,600Net Assets 2017: $39,0672017Assets 2018: $50,217Liabilities 2018: $2,510Net Assets 2018: $47,7072018Assets 2019: $46,829Liabilities 2019: $1,500Net Assets 2019: $45,3292019Assets 2020: $45,401Liabilities 2020: $2,500Net Assets 2020: $42,9012020Assets 2021: $44,741Liabilities 2021: $2,850Net Assets 2021: $41,8912021Assets 2022: $39,404Liabilities 2022: $0Net Assets 2022: $39,4042022Assets 2023: $36,755Liabilities 2023: $0Net Assets 2023: $36,7552023Assets 2024: $36,251Liabilities 2024: $0Net Assets 2024: $36,2512024

Highlighted filing

2016

Assets$42,722
Liabilities$2,300
Net Assets$40,422
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$15K$10K$5.0K$0-$5.0KExpenses 2010: $2,2102010Expenses 2011: $2,1382011Expenses 2012: $2,1672012Revenue 2013: $4,153Expenses 2013: $2,203Net Income 2013: $1,9502013Revenue 2014: -$280Expenses 2014: $2,222Net Income 2014: -$2,5022014Revenue 2015: $6,500Expenses 2015: $1,201Net Income 2015: $5,2992015Revenue 2016: $3,762Expenses 2016: $3,501Net Income 2016: $2612016Revenue 2017: $1,587Expenses 2017: $2,942Net Income 2017: -$1,3552017Revenue 2018: $11,150Expenses 2018: $2,510Net Income 2018: $8,6402018Revenue 2019: $122Expenses 2019: $2,500Net Income 2019: -$2,3782019Revenue 2020: $134Expenses 2020: $2,562Net Income 2020: -$2,4282020Revenue 2021: $2,276Expenses 2021: $3,286Net Income 2021: -$1,0102021Revenue 2022: -$14Expenses 2022: $2,473Net Income 2022: -$2,4872022Revenue 2023: $275Expenses 2023: $2,924Net Income 2023: -$2,6492023Revenue 2024: $3,529Expenses 2024: $4,033Net Income 2024: -$5042024

Highlighted filing

2016

Revenue$3,762
Expenses$3,501
Net Income$261
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 17, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW C COMPAINPresident & Director-$0--
DANIEL COMPAINDirector-$0--
ERNEST COMPAINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Halo Foundation Inc
EIN
58-2588947
Phone
3607341774
Address
1120 BRIGHTON CREST DRIVE, BELLINGHAM, WA 98229

Signing Officer

Name
Andrew Compain
Title
Trustee
Phone
3607341774
Signed
2017-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Weinstein & Wohlafka Cpas Pc
Address
1400 OLD COUNTRY ROAD, WESTBURY, NY 11590
Preparer
Marvin Weinstein
Phone
5168737878
Raw XML Appendix326 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt042722
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FT UNIT 6154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GUGGENHEIM DEFINED PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt045530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0685
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt03077
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03762
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03762
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03077
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0685
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0685
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0261
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt042048
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03077
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03762
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03501
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03762
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03762
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt038971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt042048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GUGGENHEIM DEFINED PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03077
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0261
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt040422
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt040161
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt040422
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02064
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02064
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02064
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02102
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt038
IRS990PF/DistributableAmountGrp/TotalTaxAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt045530
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt046287
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt046287
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt02300
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt038971
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt042722
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt045530
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-6126
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-5865
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01190
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt040161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt042722
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt045530
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt040161
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt042722
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt040161
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt040422
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt042678
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0596
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt042082
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0640
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02102
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042038
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt042678
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDREW C COMPAIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANIEL COMPAIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ERNEST COMPAIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01120 BRIGHTON CREST DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt171 GLENWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2400 FORREST FARM ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BELLINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RIDGEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PAWLET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd205761
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.026790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt042038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt038933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt036478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt035377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt036330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt035719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.244944
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03262
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03300
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt038
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03300
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THIS IS INCOME GENERATED FROM THE INVESTMENT OF THE ORGANIZATION FUNDS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1SO AS TO PERSEVE CAPITAL & EARN INCOME FOR THE ORGANIZATIONS PURPOSES
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
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/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/IndividualWithBooksNm0HALO FOUNDATION INC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01120 BRIGHTON CREST DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BELLINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098229
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03607341774
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WALDORF ASSOC SCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1INNOCENCE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SIERRA CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt038 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt140 WORTH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt285 SECOND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHATHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03300
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/AppliedToCurrentYearAmt02064
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0184
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt062
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01482
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0184
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt062
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01236
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01482
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0246
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt230
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW COMPAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03607341774
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HALO
ReturnHeader/Filer/EIN0582588947
ReturnHeader/Filer/PhoneNum03607341774
ReturnHeader/Filer/USAddress/AddressLine1Txt01120 BRIGHTON CREST DRIVE
ReturnHeader/Filer/USAddress/CityNm0BELLINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098229
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E8790044BEC7FB42C0147C72CE9F4CB8DF5D34B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07EC24DCE8466A44BDABE201E9B383F28345FD625
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.88.154.128
ReturnHeader/FilingSecurityInformation/IPDt02017-04-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:30:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473913051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEINSTEIN & WOHLAFKA CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 OLD COUNTRY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011590
ReturnHeader/PreparerPersonGrp/PhoneNum05168737878
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARVIN WEINSTEIN
ReturnHeader/ReturnTs02017-04-17T15:31:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$42,722
Liabilities
$2,300
Net assets
$40,422
Revenue
$3,762
Expenses
$3,501
Net income
$261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$3.53$4.03$0.50
2023Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$0.28$2.92$2.65
2022Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$0.01$2.47$2.49
2021Detailed filing. Detailed filing data is available for this year.$44.7$2.85$41.9$2.28$3.29$1.01
2020Detailed filing. Detailed filing data is available for this year.$45.4$2.50$42.9$0.13$2.56$2.43
2019Detailed filing. Detailed filing data is available for this year.$46.8$1.50$45.3$0.12$2.50$2.38
2018Detailed filing. Detailed filing data is available for this year.$50.2$2.51$47.7$11.2$2.51$8.64
2017Detailed filing. Detailed filing data is available for this year.$41.7$2.60$39.1$1.59$2.94$1.36
2016Detailed filing. Detailed filing data is available for this year.$42.7$2.30$40.4$3.76$3.50$0.26
2015Detailed filing. Detailed filing data is available for this year.$40.2$0.00$40.2$6.50$1.20$5.30
2014Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$0.28$2.22$2.50
2013Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$4.15$2.20$1.95
2012Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$2.17
2011Detailed filing. Detailed filing data is available for this year.$35.3$0.00$35.3$2.14
2010Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$2.21