Civic Intelligence

Alberta Hale Land Trust C/O Donna Braden

990PF • Fiscal year 2020 • EIN 68-0338376

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 23, 2021

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

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.07x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

22nd percentile

-19%

Higher net margin than 22% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

34th percentile

-0.6%

Faster asset growth than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-16%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,559,603

Down $9,308 (-0.6%) from 2019

Net Assets

Down

$1,556,303

Down $8,994 (-0.6%) from 2019

Liabilities

Down

$3,300

Down $314 (-8.7%) from 2019

Revenue

Down

$47,857

Down $9,448 (-16%) from 2019

Expenses

Up

$56,851

Up $14,351 (+34%) from 2019

Net Income

Down

-$8,994

Down $23,799 (-161%) from 2019

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

2020

Assets$1,559,603
Liabilities$3,300
Net Assets$1,556,303

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

2020

Revenue$47,857
Expenses$56,851
Net Income-$8,994
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 23, 2021
Return Version
2020v4.0
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
Donna Braden
Title
Treasurer
Phone
2092964715
Signed
2021-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Cynthia Regnier Ea
Address
321 BROADWAY, JACKSON, CA 95642
Preparer
Cynthia Regnier
Phone
2094185720
Raw XML Appendix383 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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DONNA BRADEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 137
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VOLCANO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095689
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02092964535
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PRESERVE AND PROTECT THE NATURAL ENVIRONMENT FOR THE BENEFIT OF THE PUBLIC.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010174
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF THE LOGGING MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MOTHER LODE LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3619
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARNOLD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195642
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010173
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010173
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010173
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt074537
LandEtcSchedule2/LandEtcGrp/BookValueAmt01369187
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt074537
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11369187
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02315
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PERSONAL PROPERTY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02315
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt02488
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt12881
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2700
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3130
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4500
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt5351
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt615471
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt7147
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt89793
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CATTLE, WOOD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CATTLE TENDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FEED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FUEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PASTURE IRRIGATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PASTURE LEASE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TRUCK/TRAILER EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7RENTAL HOUSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12FEES/LICENSE/BONDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14MISC ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc16SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc17TRUCK EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc18WATER/IRRIGATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1756
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22322
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3620
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4156
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02488
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12881
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2700
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt615471
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt89793
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt105781
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122322
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13829
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15150
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt034750
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt113092
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RENTAL HOUSES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CATTLE, WOOD
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt034750
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt113092
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0214
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt13400
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1RENTAL DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt071
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt13229
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt06453
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt11494
TaxesSchedule/TaxesDetail/Amt212352
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER BUSINESS TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE INCOME/REGISTRY TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05899
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA BRADEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02092964715
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-23
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
ReturnHeader/Filer/USAddress/ZIPCd095689
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CYNTHIA REGNIER EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0321 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095642
ReturnHeader/PreparerPersonGrp/PhoneNum02094185720
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA REGNIER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-01T16:40:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRADEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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