Civic Intelligence

Alberta Hale Land Trust C/O Donna Braden

990PF • Fiscal year 2017 • EIN 68-0338376

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 01, 2018

PO Box 57Volcano, CA 95689

(209) 296-4535

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.07x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-4.0%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,556,624

Up $5,543 (+0.4%) from 2016

Net Assets

Up

$1,553,224

Up $5,543 (+0.4%) from 2016

Liabilities

Flat

$3,400

Flat from 2016

Revenue

Down

$47,036

Down $1,976 (-4.0%) from 2016

Expenses

Down

$41,493

Down $7,622 (-16%) from 2016

Net Income

Up

$5,543

Up $5,646 (+5482%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,550,022Liabilities 2011: $4,600Net Assets 2011: $1,545,4222011Assets 2012: $1,541,751Liabilities 2012: $4,6002012Assets 2013: $1,547,403Liabilities 2013: $4,350Net Assets 2013: $1,543,0532013Assets 2014: $1,544,876Liabilities 2014: $4,3502014Assets 2015: $1,551,184Liabilities 2015: $3,400Net Assets 2015: $1,547,7842015Assets 2016: $1,551,081Liabilities 2016: $3,400Net Assets 2016: $1,547,6812016Assets 2017: $1,556,624Liabilities 2017: $3,400Net Assets 2017: $1,553,2242017Assets 2018: $1,554,184Liabilities 2018: $3,692Net Assets 2018: $1,550,4922018Assets 2019: $1,568,911Liabilities 2019: $3,614Net Assets 2019: $1,565,2972019Assets 2020: $1,559,603Liabilities 2020: $3,300Net Assets 2020: $1,556,3032020Assets 2021: $1,596,039Liabilities 2021: $19,229Net Assets 2021: $1,576,8102021Assets 2022: $1,599,220Liabilities 2022: $7,047Net Assets 2022: $1,592,1732022Assets 2023: $1,634,959Liabilities 2023: $4,429Net Assets 2023: $1,630,5302023Assets 2024: $1,608,183Liabilities 2024: $6,558Net Assets 2024: $1,601,6252024

Highlighted filing

2017

Assets$1,556,624
Liabilities$3,400
Net Assets$1,553,224

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $60,4362011Revenue 2012: $55,707Expenses 2012: $63,884Net Income 2012: -$8,1772012Revenue 2013: $46,708Expenses 2013: $40,785Net Income 2013: $5,9232013Revenue 2014: $57,274Expenses 2014: $59,801Net Income 2014: -$2,5272014Revenue 2015: $54,280Expenses 2015: $47,022Net Income 2015: $7,2582015Revenue 2016: $49,012Expenses 2016: $49,115Net Income 2016: -$1032016Revenue 2017: $47,036Expenses 2017: $41,493Net Income 2017: $5,5432017Revenue 2018: $52,743Expenses 2018: $55,475Net Income 2018: -$2,7322018Revenue 2019: $57,305Expenses 2019: $42,500Net Income 2019: $14,8052019Revenue 2020: $47,857Expenses 2020: $56,851Net Income 2020: -$8,9942020Revenue 2021: $55,655Expenses 2021: $35,148Net Income 2021: $20,5072021Revenue 2022: $70,519Expenses 2022: $55,156Net Income 2022: $15,3632022Revenue 2023: $106,803Expenses 2023: $68,940Net Income 2023: $37,8632023Revenue 2024: $54,321Expenses 2024: $83,226Net Income 2024: -$28,9052024

Highlighted filing

2017

Revenue$47,036
Expenses$41,493
Net Income$5,543
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 1, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG BONNEAUPresident-$0--
DONNA BRADENTreasurer-$0--
KEVIN BONNEAUSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Alberta Hale Land Trust
EIN
68-0338376
Phone
2092964535
Address
PO BOX 57, VOLCANO, CA 95689

Signing Officer

Name
Kevin Bonneau
Title
Secretary
Phone
2092964715
Signed
2018-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Cynthia Regnier Ea
Address
PO BOX 70, PIONEER, CA 95666-0070
Preparer
Cynthia Regnier
Phone
2092953960
Raw XML AppendixShowing 400 of 422 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011686
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LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt074416
LandEtcSchedule2/LandEtcGrp/BookValueAmt0121
LandEtcSchedule2/LandEtcGrp/BookValueAmt11369187
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt074537
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02315
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01718
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt12638
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt21168
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt365
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc20TRUCK EXP
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0640
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13609
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2442
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3414
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12638
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21168
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7640
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt102501
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118759
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1327
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt143243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1517
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt163609
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17442
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18414
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt034199
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1268
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt212532
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RENTAL HOUSES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1REWARD PROGRAM
OtherIncomeSchedule2/OtherIncomeDetail/Desc2CATTLE, WOOD
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt034199
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1268
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt212532
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03400
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0RENTAL DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03400
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt04248
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/Amt1377
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt35581
TaxesSchedule/TaxesDetail/Amt44248
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER BUSINESS TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE INCOME/REGISTRY TAX
TaxesSchedule/TaxesDetail/CategoryTxt3PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt4RENTAL HOUSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05581
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN BONNEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02092964715
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERTA HALE LAND TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DONNA BRADEN
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0680338376
ReturnHeader/Filer/PhoneNum02092964535
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 57
ReturnHeader/Filer/USAddress/CityNm0VOLCANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.01$1.60$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.11$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.59$0.07$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.02$1.58$0.06$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.05$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.06$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.05$0.06$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.55$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.05$0.05$0.01
2014Summary only. Only limited summary data is available for this year.$1.54$0.00$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.54$0.05$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$1.54$0.00$0.06$0.06$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06