Hartley Family Foundation

990PF • Fiscal year 2020 • EIN 68-0290107

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 03, 2021

Organization Profile

1237 Laurel LaneLafayette, CA 94549

(925) 946-1418

Siviq Scores

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

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-651%

Higher net margin than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-8.1%

Faster asset growth than 29% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-69%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$143,117

Down $12,574 (-8.1%) from 2019

Net Assets

$143,117

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin3rd percentile

Revenue

Down

$2,699

Down $6,097 (-69%) from 2019

Expenses

Down

$20,273

Down $124 (-0.6%) from 2019

Net Income

Down

-$17,574

Down $5,973 (-51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2020

Assets$143,117

Liabilities$0

Net Assets$143,117

Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

Highlighted filing

2020

Revenue$2,699

Expenses$20,273

Net Income-$17,574

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2019 to Sep 30, 2020
Signed: Jul 3, 2021
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Wallace Hartley	President	-	$0	-	-
Chris Kinney	Vice President	-	$0	-	-
Peter Thom	Secretary	-	$0	-	-
Matthew Thom	Secretary	-	$0	-	-
Laurelle Thom	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Hartley Family Foundation
EIN: 68-0290107
Phone: 9259461418
Address: 1237 Laurel Lane, Lafayette, CA 94549

Signing Officer

Name: Laurelle Thom
Title: Treasurer
Signed: 2021-07-03
Discuss with paid preparer: Yes

Preparer

Firm: Delagnes Mitchell & Linder LLP
Address: 300 Montgomery Street Suite 1050, San Francisco, CA 94104
Preparer: Niel Shay
Phone: 4159830500

Raw XML Appendix322 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	5553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	8748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	20062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	8088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	8699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	31462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	39972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	9938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	81067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	8375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	6614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	20397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	9582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	10351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	34082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	7	46343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	8	8328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	700 Apple Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	87 JP Morgan Chase & Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	232 AT&T Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	137 Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	25 Lockheed Martin Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	174 Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	253 ishares iboxx
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	167 SPDR DJIA Trust
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	346 The Financial SEL Sect SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	500 The Financial SEL Sect SPDR
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	185
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	20010
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	2699
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	10
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	273
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	4.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Wallace Hartley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Chris Kinney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Peter Thom
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Matthew Thom
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	Laurelle Thom
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	Treasurer
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Lafayette
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	94549
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Laurelle Thom
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9259461418
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Court Appntd Spcl Advocates
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Youth Alive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	PACT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2151 Salvio St 295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3300 Elm Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	5515 Doyle St 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Concord
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Emeryville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	94609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	94608
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	20000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	10748
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	10748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	10119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	7928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	5527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	10107
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	14414
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	14414
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	42943
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	9262
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	10119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	7928
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	5527
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	10107
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	20010
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	9262
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	57357
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	48095
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Bank & Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	10
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	5000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Grant in transit (check cleared 10/5/2020)
TaxesSchedule/TaxesDetail/Amt	0	88
TaxesSchedule/TaxesDetail/CategoryTxt	0	Excise Tax on Investment Income
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Laurelle Thom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Hartley Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	HART
ReturnHeader/Filer/EIN	0	680290107
ReturnHeader/Filer/PhoneNum	0	9259461418
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1237 Laurel Lane
ReturnHeader/Filer/USAddress/CityNm	0	Lafayette
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94549
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	942941784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Delagnes Mitchell & Linder LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	300 Montgomery Street Suite 1050
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94104
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4159830500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Niel Shay
ReturnHeader/ReturnTs	0	2021-07-08T17:49:09-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-10-01
ReturnHeader/TaxPeriodEndDt	0	2020-09-30
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $143,117
Liabilities: $0
Net assets: $143,117
Revenue: $2,699
Expenses: $20,273
Net income: -$17,574

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$3.78	$0.00	$3.78	$0.47	$0.38	$0.10
2024Detailed filing. Detailed filing data is available for this year.	$3.68	$0.00	$3.68	$0.34	$0.37	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$3.72	$0.00	$3.72	$0.17	$0.33	$0.16
2022Detailed filing. Detailed filing data is available for this year.	$3.88	$0.00	$3.88	$0.22	$0.33	$0.10
2021Detailed filing. Detailed filing data is available for this year.	$3.99	$0.00	$3.99	$2.92	$0.31	$2.60
2020Detailed filing. Detailed filing data is available for this year.	$1.43	$0.00	$1.43	$0.03	$0.20	$0.18
2019Summary only. Only limited summary data is available for this year.	$1.56	$0.00		$0.09	$0.20	$0.12
2015Summary only. Only limited summary data is available for this year.	$1.68	$0.00		$0.36	$0.25	$0.11
2014Summary only. Only limited summary data is available for this year.	$1.57	$0.00		$0.40	$0.15	$0.25
2013Summary only. Only limited summary data is available for this year.	$1.32	$0.00		$0.24	$0.27	$0.02
2012Summary only. Only limited summary data is available for this year.	$1.34	$0.00		$0.06	$0.24	$0.18
2011Summary only. Only limited summary data is available for this year.	$1.53	$0.00		$0.47	$0.20	$0.26