Civic Intelligence

Hale Davis Trust

990PF • Fiscal year 2012 • EIN 75-6006728

Aug 01, 2011 to Jul 31, 2012

Dallas, TX
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

32nd percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Net Margin

27th percentile

-11%

Higher net margin than 27% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

4th percentile

-70%

Faster revenue growth than 4% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Assets

Down

$3,148,541

Down $14,610 (-0.5%) from 2011

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Down

$133,354

Down $305,147 (-70%) from 2011

Expenses

Up

$147,964

Up $11,400 (+8.3%) from 2011

Net Income

Down

-$14,610

Down $316,547 (-105%) from 2011

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

2012

Assets$3,148,541
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

2012

Revenue$133,354
Expenses$147,964
Net Income-$14,610
Filing Detail Status

This 2012 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, 2011 to Jul 31, 2012

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