Civic Intelligence

Glenn Atkinson Haldan Charitable Foundation

990PF • Fiscal year 2020 • EIN 71-0865527

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

Organization Profile
CO Wilmington Trust 110 N MarketWilmington, DE 19890-0001

(302) 651-1055

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

18th percentile

-29%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

48th percentile

$9,892

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

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

Asset Growth

32nd percentile

-1.2%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

35th percentile

-11%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,982,462

Down $35,006 (-1.2%) from 2019

Net Assets

$2,982,462

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin18th percentile

Revenue

Down

$125,725

Down $16,166 (-11%) from 2019

Expenses

Down

$162,214

Down $2,186 (-1.3%) from 2019

Net Income

Down

-$36,489

Down $13,980 (-62%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,344,394Liabilities 2011: $02011Assets 2012: $2,295,298Liabilities 2012: $02012Assets 2013: $2,433,314Liabilities 2013: $02013Assets 2014: $2,300,617Liabilities 2014: $02014Assets 2015: $3,070,681Liabilities 2015: $02015Assets 2019: $3,017,468Liabilities 2019: $02019Assets 2020: $2,982,462Liabilities 2020: $1Net Assets 2020: $2,982,4622020Assets 2021: $3,165,191Liabilities 2021: $1Net Assets 2021: $3,165,1912021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$2,982,462
Liabilities$1
Net Assets$2,982,462
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $235,898Expenses 2011: $136,273Net Income 2011: $99,6252011Revenue 2012: $88,139Expenses 2012: $136,841Net Income 2012: -$48,7022012Revenue 2013: $279,122Expenses 2013: $141,291Net Income 2013: $137,8312013Revenue 2014: $91,266Expenses 2014: $151,457Net Income 2014: -$60,1912014Revenue 2015: $805,758Expenses 2015: $112,669Net Income 2015: $693,0892015Revenue 2019: $141,891Expenses 2019: $164,400Net Income 2019: -$22,5092019Revenue 2020: $125,725Expenses 2020: $162,214Net Income 2020: -$36,4892020Revenue 2021: $370,071Expenses 2021: $186,913Net Income 2021: $183,1582021Revenue 2022: $268,820Expenses 2022: $3,435,224Net Income 2022: -$3,166,4042022

Highlighted filing

2020

Revenue$125,725
Expenses$162,214
Net Income-$36,489
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLENN ATKINSON HALDANTrustee-$9,892-$9,892
Filing and Contact Details

Filer

Filer Name
Glenn Atkinson Haldan Charitable
EIN
71-0865527
Phone
3026511055
Address
CO WILMINGTON TRUST 110 N MARKET, WILMINGTON, DE 19890-0001

Signing Officer

Name
Glenn Haldan
Title
Trustee
Phone
3026511772
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Wilmington Trust Company
Address
TRUST TAX SERVICES, N MARKET ST WILMI, DE 19890-0900
Preparer
Norman Thomas
Phone
3026511040
Raw XML Appendix298 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt010700
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0143202
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0161640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0153902
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0150940
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0143202
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA ATTORNEY GENERAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01309
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1174
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING DIFFERENCE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1EXCISE TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06595
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAL AND MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06595
TaxesSchedule/TaxesDetail/Amt01717
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01707
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENN HALDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03026511772
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLENN ATKINSON HALDAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION 059425-000
ReturnHeader/Filer/BusinessNameControlTxt0GLEN
ReturnHeader/Filer/EIN0710865527
ReturnHeader/Filer/PhoneNum03026511055
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO WILMINGTON TRUST 110 N MARKET
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198900001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510055023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILMINGTON TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TRUST TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0N MARKET ST WILMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0198900900
ReturnHeader/PreparerPersonGrp/PhoneNum03026511040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMAN THOMAS
ReturnHeader/ReturnTs02021-05-06T08:28:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GLENN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALDAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,982,462
Liabilities
$1
Net assets
$2,982,462
Revenue
$125,725
Expenses
$162,214
Net income
-$36,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.27$3.44$3.17
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.37$0.19$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.13$0.16$0.04
2019Summary only. Only limited summary data is available for this year.$3.02$0.00$0.14$0.16$0.02
2015Summary only. Only limited summary data is available for this year.$3.07$0.00$0.81$0.11$0.69
2014Summary only. Only limited summary data is available for this year.$2.30$0.00$0.09$0.15$0.06
2013Summary only. Only limited summary data is available for this year.$2.43$0.00$0.28$0.14$0.14
2012Summary only. Only limited summary data is available for this year.$2.30$0.00$0.09$0.14$0.05
2011Summary only. Only limited summary data is available for this year.$2.34$0.00$0.24$0.14$0.10