Civic Intelligence

Hale Davis Trust

990PF • Fiscal year 2011 • EIN 75-6006728

Aug 01, 2010 to Jul 31, 2011

Dallas, TX
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

29th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Assets

$3,163,151

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$438,501

No earlier filing loaded for comparison.

Expenses

$136,564

No earlier filing loaded for comparison.

Net Income

$301,937

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,163,151Liabilities 2011: $02011Assets 2012: $3,148,541Liabilities 2012: $02012Assets 2013: $3,050,864Liabilities 2013: $02013Assets 2014: $3,264,922Liabilities 2014: $02014Assets 2015: $3,721,807Liabilities 2015: $02015Assets 2016: $3,447,361Liabilities 2016: $02016Assets 2020: $3,408,939Liabilities 2020: $0Net Assets 2020: $3,408,9392020Assets 2021: $3,873,212Liabilities 2021: $0Net Assets 2021: $3,873,2122021Assets 2022: $3,788,462Liabilities 2022: $0Net Assets 2022: $3,788,4622022Assets 2023: $3,564,844Liabilities 2023: $0Net Assets 2023: $3,564,8442023Assets 2024: $3,580,766Liabilities 2024: $0Net Assets 2024: $3,580,7662024Assets 2025: $3,644,520Liabilities 2025: $0Net Assets 2025: $3,644,5202025

Highlighted filing

2011

Assets$3,163,151
Liabilities$0
Net Assets-

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $438,501Expenses 2011: $136,564Net Income 2011: $301,9372011Revenue 2012: $133,354Expenses 2012: $147,964Net Income 2012: -$14,6102012Revenue 2013: $77,403Expenses 2013: $175,082Net Income 2013: -$97,6792013Revenue 2014: $403,916Expenses 2014: $190,076Net Income 2014: $213,8402014Revenue 2015: $568,403Expenses 2015: $214,717Net Income 2015: $353,6862015Revenue 2016: -$35,618Expenses 2016: $211,196Net Income 2016: -$246,8142016Revenue 2020: $229,525Expenses 2020: $225,098Net Income 2020: $4,4272020Revenue 2021: $284,389Expenses 2021: $320,298Net Income 2021: -$35,9092021Revenue 2022: $741,754Expenses 2022: $269,461Net Income 2022: $472,2932022Revenue 2023: -$57,738Expenses 2023: $216,504Net Income 2023: -$274,2422023Revenue 2024: $117,639Expenses 2024: $216,755Net Income 2024: -$99,1162024Revenue 2025: $332,382Expenses 2025: $243,060Net Income 2025: $89,3222025

Highlighted filing

2011

Revenue$438,501
Expenses$136,564
Net Income$301,937
Filing Detail Status

This 2011 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Aug 1, 2010 to Jul 31, 2011

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