Civic Intelligence

Herbert and Marian Haley Foundation

EIN 58-6306798 • Birmingham, AL

Pub. 78 Eligible
1900 5th Ave North 26th FloorBirmingham, AL 35203
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$40,513

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

75th percentile

40%

Faster revenue growth than 75% of similar nonprofits.

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

Assets

Up

$4,546,706

Up $68,780 (+1.5%) from 2023

Liabilities

Down

$0

Down $1,276 (-100%) from 2023

Net Assets

Up

$4,546,706

Up $70,056 (+1.6%) from 2023

Revenue

Up

$373,802

Up $107,689 (+40%) from 2023

Expenses

Up

$303,746

Up $447 (+0.1%) from 2023

Net Income

Up

$70,056

Up $107,242 (+288%) 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 2010: $1,295,487Liabilities 2010: $0Net Assets 2010: $1,295,4872010Assets 2011: $1,329,534Liabilities 2011: $0Net Assets 2011: $1,329,5342011Assets 2012: $1,342,344Liabilities 2012: $0Net Assets 2012: $1,342,3442012Assets 2013: $2,142,437Liabilities 2013: $0Net Assets 2013: $2,142,4372013Assets 2014: $2,296,390Liabilities 2014: $0Net Assets 2014: $2,296,3902014Assets 2015: $2,284,530Liabilities 2015: $0Net Assets 2015: $2,284,5302015Assets 2016: $4,603,360Liabilities 2016: $0Net Assets 2016: $4,603,3602016Assets 2017: $4,635,460Liabilities 2017: $0Net Assets 2017: $4,635,4602017Assets 2018: $4,548,305Liabilities 2018: $0Net Assets 2018: $4,548,3052018Assets 2019: $4,449,634Liabilities 2019: $0Net Assets 2019: $4,449,6342019Assets 2020: $4,477,124Liabilities 2020: $0Net Assets 2020: $4,477,1242020Assets 2021: $4,723,362Liabilities 2021: $20,000Net Assets 2021: $4,703,3622021Assets 2022: $4,516,248Liabilities 2022: $2,025Net Assets 2022: $4,514,2232022Assets 2023: $4,477,926Liabilities 2023: $1,276Net Assets 2023: $4,476,6502023Assets 2024: $4,546,706Liabilities 2024: $0Net Assets 2024: $4,546,7062024

Highlighted filing

2024

Assets$4,546,706
Liabilities$0
Net Assets$4,546,706

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $79,3142010Expenses 2011: $80,7312011Expenses 2012: $83,8332012Revenue 2013: $883,714Expenses 2013: $83,621Net Income 2013: $800,0932013Revenue 2014: $269,019Expenses 2014: $115,066Net Income 2014: $153,9532014Revenue 2015: $133,480Expenses 2015: $145,340Net Income 2015: -$11,8602015Revenue 2016: $2,474,555Expenses 2016: $155,725Net Income 2016: $2,318,8302016Revenue 2017: $270,196Expenses 2017: $238,096Net Income 2017: $32,1002017Revenue 2018: $230,155Expenses 2018: $317,310Net Income 2018: -$87,1552018Revenue 2019: $220,828Expenses 2019: $319,499Net Income 2019: -$98,6712019Revenue 2020: $327,988Expenses 2020: $287,664Net Income 2020: $40,3242020Revenue 2021: $554,565Expenses 2021: $328,327Net Income 2021: $226,2382021Revenue 2022: $166,354Expenses 2022: $347,246Net Income 2022: -$180,8922022Revenue 2023: $266,113Expenses 2023: $303,299Net Income 2023: -$37,1862023Revenue 2024: $373,802Expenses 2024: $303,746Net Income 2024: $70,0562024

Highlighted filing

2024

Revenue$373,802
Expenses$303,746
Net Income$70,056

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.37$0.30$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.27$0.30$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.51$0.17$0.35$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.72$0.02$4.70$0.55$0.33$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.33$0.29$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.22$0.32$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.23$0.32$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.27$0.24$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$2.47$0.16$2.32
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.13$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.27$0.12$0.15
2013Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.88$0.08$0.80
2012Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$40,513-$40,513
Filing and Contact Details

Filer

Filer Name
Herbert and Marian Haley Foundation
EIN
58-6306798
Phone
2052645523
Address
1900 5TH AVE NORTH 26TH FLOOR, BIRMINGHAM, AL 35203

Signing Officer

Name
Regions Trust
Title
Trustee
Phone
2052645523
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
2911 MEREDYTH DR PO BOX 71549, ALBANY, GA 31708-1549
Preparer
Joanna Hancock
Phone
2294463600
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