Civic Intelligence

James Stuart Haldan Charitable Foundation

990PF • Fiscal year 2017 • EIN 71-0865534

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization Profile
15 Skybird CourtLas Vegas, NV 89135

(415) 278-8585

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

83rd percentile

32%

Higher net margin than 83% 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

68th percentile

8.8%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,592,379

Up $209,560 (+8.8%) from 2016

Net Assets

Up

$2,592,379

Up $209,560 (+8.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin83rd percentile

Revenue

Down

$66,925

Down $343,314 (-84%) from 2016

Expenses

Down

$45,368

Down $81,574 (-64%) from 2016

Net Income

Down

$21,557

Down $261,740 (-92%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,098,436Liabilities 2011: $02011Assets 2012: $2,018,875Liabilities 2012: $02012Assets 2013: $1,791,534Liabilities 2013: $02013Assets 2014: $1,839,132Liabilities 2014: $02014Assets 2015: $1,889,097Liabilities 2015: $02015Assets 2016: $2,382,819Liabilities 2016: $0Net Assets 2016: $2,382,8192016Assets 2017: $2,592,379Liabilities 2017: $0Net Assets 2017: $2,592,3792017Assets 2018: $2,380,322Liabilities 2018: $0Net Assets 2018: $2,380,3222018Assets 2019: $1,486,527Liabilities 2019: $1Net Assets 2019: $1,486,5272019Assets 2020: $1,508,718Liabilities 2020: $1Net Assets 2020: $1,508,7182020Assets 2021: $1,598,885Liabilities 2021: $1Net Assets 2021: $1,598,8852021Assets 2022: $501,201Liabilities 2022: $1Net Assets 2022: $501,2012022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$2,592,379
Liabilities$0
Net Assets$2,592,379
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $69,863Expenses 2011: $157,684Net Income 2011: -$87,8212011Revenue 2012: $67,266Expenses 2012: $146,686Net Income 2012: -$79,4202012Revenue 2013: $115,155Expenses 2013: $166,519Net Income 2013: -$51,3642013Revenue 2014: $176,830Expenses 2014: $129,060Net Income 2014: $47,7702014Revenue 2015: $117,387Expenses 2015: $67,938Net Income 2015: $49,4492015Revenue 2016: $410,239Expenses 2016: $126,942Net Income 2016: $283,2972016Revenue 2017: $66,925Expenses 2017: $45,368Net Income 2017: $21,5572017Revenue 2018: $93,740Expenses 2018: $357,497Net Income 2018: -$263,7572018Revenue 2019: $195,236Expenses 2019: $1,065,966Net Income 2019: -$870,7302019Revenue 2020: $7,748Expenses 2020: $11,547Net Income 2020: -$3,7992020Revenue 2021: $125,377Expenses 2021: $58,936Net Income 2021: $66,4412021Revenue 2022: $30,671Expenses 2022: $1,215,017Net Income 2022: -$1,184,3462022Revenue 2023: $12,629Expenses 2023: $430,218Net Income 2023: -$417,5892023

Highlighted filing

2017

Revenue$66,925
Expenses$45,368
Net Income$21,557
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES STUART HALDANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James Stuart Haldan Charitable
EIN
71-0865534
Phone
4152788585
Address
15 SKYBIRD COURT, LAS VEGAS, NV 89135

Signing Officer

Name
James Stuart Haldan
Title
Trustee
Phone
4152788585
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Bogdan & Frasco Llp
Address
575 MARKET STREET SUITE 2000, SAN FRANCISCO, CA 94105
Preparer
Craig Lewis
Phone
4152788585
Raw XML Appendix351 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0801 SPDR DJ WILSHIRE INTL REAL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES STUART HALDAN
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STUART HALDAN
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL AND/OR EDUCATIONAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL AND/OR EDUCATIONAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THREE SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VOLUNTEERS IN MEDICINE OF SOUTHERN NEVADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GRANT SAWYER MIDDLE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04190 N PECOS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11240 N MARTIN L KING BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25450 REDWOOD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAS VEGAS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt097691
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0154393
OtherIncreasesSchedule/OtherIncreasesDetail/Amt133610
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TRUST PRINCIPAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TRUST PRINCIPAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08746
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08746
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt01012
TaxesSchedule/TaxesDetail/Amt11545
TaxesSchedule/TaxesDetail/Amt24065
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID THROUGH BROKERAGE ACCOUNT
TaxesSchedule/TaxesDetail/CategoryTxt1REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01012
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11545
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES STUART HALDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04152788585
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES STUART HALDAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION 59426-0 /-1 /-2
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0710865534
ReturnHeader/Filer/PhoneNum04152788585
ReturnHeader/Filer/USAddress/AddressLine1Txt015 SKYBIRD COURT
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089135
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07D57A46B00CAA31BD1369CE7F808A8D148E01343
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05879845BE249CC3598C5AFC2BFD007EC5807020A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.23.125.17
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:17:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943205916
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOGDAN & FRASCO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0575 MARKET STREET SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094105
ReturnHeader/PreparerPersonGrp/PhoneNum04152788585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG LEWIS
ReturnHeader/ReturnTs02018-11-15T13:41:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,592,379
Liabilities
$0
Net assets
$2,592,379
Revenue
$66,925
Expenses
$45,368
Net income
$21,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.43$0.42
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.03$1.22$1.18
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.13$0.06$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.20$1.07$0.87
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.09$0.36$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.07$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.41$0.13$0.28
2015Summary only. Only limited summary data is available for this year.$1.89$0.00$0.12$0.07$0.05
2014Summary only. Only limited summary data is available for this year.$1.84$0.00$0.18$0.13$0.05
2013Summary only. Only limited summary data is available for this year.$1.79$0.00$0.12$0.17$0.05
2012Summary only. Only limited summary data is available for this year.$2.02$0.00$0.07$0.15$0.08
2011Summary only. Only limited summary data is available for this year.$2.10$0.00$0.07$0.16$0.09