Civic Intelligence

Hartley Family Foundation 130012668200

990PF • Fiscal year 2015 • EIN 74-2822359

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

8122 El Monte StPrairie Village, KS 66208

(913) 381-2448

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

11th percentile

-43%

Higher net margin than 11% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

32nd percentile

$38,355

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

30th percentile

-2.8%

Faster asset growth than 30% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-13%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$5,694,951

Down $163,920 (-2.8%) from 2014

Net Assets

$5,694,951

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$384,677

Down $58,493 (-13%) from 2014

Expenses

Down

$549,219

Down $73,415 (-12%) from 2014

Net Income

Up

-$164,542

Up $14,922 (+8.3%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,641,296Liabilities 2011: $02011Assets 2012: $6,044,812Liabilities 2012: $02012Assets 2013: $6,042,938Liabilities 2013: $02013Assets 2014: $5,858,871Liabilities 2014: $02014Assets 2015: $5,694,951Liabilities 2015: $0Net Assets 2015: $5,694,9512015Assets 2019: $4,835,273Liabilities 2019: $02019Assets 2020: $4,559,689Liabilities 2020: $0Net Assets 2020: $4,559,6892020Assets 2021: $4,135,243Liabilities 2021: $0Net Assets 2021: $4,135,2432021Assets 2022: $3,764,997Liabilities 2022: $0Net Assets 2022: $3,764,9972022Assets 2023: $3,521,323Liabilities 2023: $0Net Assets 2023: $3,521,3232023Assets 2024: $3,230,691Liabilities 2024: $0Net Assets 2024: $3,230,6912024

Highlighted filing

2015

Assets$5,694,951
Liabilities$0
Net Assets$5,694,951

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $540,678Expenses 2011: $627,205Net Income 2011: -$86,5272011Revenue 2012: $1,054,381Expenses 2012: $650,841Net Income 2012: $403,5402012Revenue 2013: $651,531Expenses 2013: $652,654Net Income 2013: -$1,1232013Revenue 2014: $443,170Expenses 2014: $622,634Net Income 2014: -$179,4642014Revenue 2015: $384,677Expenses 2015: $549,219Net Income 2015: -$164,5422015Revenue 2019: $387,837Expenses 2019: $456,161Net Income 2019: -$68,3242019Revenue 2020: $214,963Expenses 2020: $483,197Net Income 2020: -$268,2342020Revenue 2021: $229,404Expenses 2021: $651,871Net Income 2021: -$422,4672021Revenue 2022: $330,515Expenses 2022: $701,970Net Income 2022: -$371,4552022Revenue 2023: $373,045Expenses 2023: $616,293Net Income 2023: -$243,2482023Revenue 2024: $497,879Expenses 2024: $788,594Net Income 2024: -$290,7152024

Highlighted filing

2015

Revenue$384,677
Expenses$549,219
Net Income-$164,542
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA H LINTECUMPresident-$38,355-$38,355
ELIZABETH H WINETROUBVice President-$38,355-$38,355
ANN H BUSHSecretary/Treasurer-$38,355-$38,355
PATRICIA HARTLEYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Hartley Family Foundation 130012668200
EIN
74-2822359
Phone
9133812448
Address
8122 EL MONTE ST, PRAIRIE VILLAGE, KS 66208

Signing Officer

Name
Officer
Title
Trustee
Phone
9133812448
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Donald J Roman
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6225826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6315587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt646738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6510582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ACE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AVIANCA HOLDINGS A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BANK NOVA SCOTIA 2.800% 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BARON EMERGING MARKETS INSTITU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BRITISH AMERN TOB PLC SPON A D
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CAMPBELL SOUP CO 3.050% 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CANON INC SPONS A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CARNIVAL PLC A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CAUSEWAY EMERGING MARKETS INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CHUNGHWA TELECOM CO LTD A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11COLGATE PALMOLIVE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12CULLEN FROST BANKERS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DANONE SPON A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14DELHAIZE GROUP SPONS A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DISCOVER FINL SVCS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FLY LEASING LTD A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17FRESENIUS AKTIENGESELLSCHAFT A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GENERAL MOTORS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19GLAXO SMITHKLINE P L C A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20HONDA MOTOR CO LTD A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21HONEYWELL INTERNATIONAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22HONG KONG TELEVISION NE A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23INDUSTRIAS BACHOCO SAB DE CV A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24JOHNSON JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25KINDER MORGAN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26LOOMIS SAYLES GLBL BOND INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27MACYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28MARSH MCLENNAN COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30MELCO CROWN ENTMT LTD A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31MIZUHO FNL GRP A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32MONDELEZ INTERNATIONAL W I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33MONSANTO CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34NATIONAL GRID PLC SP A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35NESTLE SA SPONSORED A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36NICE SYS LTD SPONSORED A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37NIELSEN HOLDINGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38NOVARTIS AG A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39NOVO NORDISK AS A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40NTT DOCOMO INC A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41NUVEEN HIGH INCOME BOND FD CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42PACKAGING CORP AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43PEARSON P L C A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45PRAXAIR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46RELX NV SPON A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47ROBECO BOSTON PARTNERS L S RSR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48ROCHE HOLDINGS LTD SPON A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49SALIENT MLP ENERGY INFRASTRUCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50SHELL INTERNATIONAL 2.375% 8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51SMITH NEPHEW PLC SPON A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52SPDR S P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53STATE STREET CORP 3.100% 5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54T ROWE PRICE MID CAP GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55TEVA PHARMACEUTICAL INDS LTD A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56TOYOTA MTR CORP A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57TRINITY BIOTECH PLC SPON A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58UNITED HEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59VANGUARD SMALL CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60WACOAL HOLDINGS CORP A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61WEC ENERGY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62WESTPAC BANKING CORP SP A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63WHIRLPOOL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64WNS HOLDINGS LTD ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65WPP PLC SPON A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt029561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt127343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3100550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4192155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt514138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt651126
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt757789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt87286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9180086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1046246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1124250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1218900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1314059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1417659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1516354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1625676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1719832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1821290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1922838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt209068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2118332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt223879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2331901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2427837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt258564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2685054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2713327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2818742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2928307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt304956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3128874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3212062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3314285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3462725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3536615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3632730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3721716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3824435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3920154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4037577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41202893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4216897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt438699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4424281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4510957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4626911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47369457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4827404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4995660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5095773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5134674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52290107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5398820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54267225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5523565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5613288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt577479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5828822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt59160862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6011056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6120781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6220305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6315715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt649669
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6511703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $5M-$10M nonprofits