Hale Davis Trust

990PF • Fiscal year 2014 • EIN 75-6006728

Aug 01, 2013 to Jul 31, 2014

Organization Profile

Dallas, TX

Siviq Scores

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

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

53%

Higher net margin than 89% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

No value available

This filing does not contain officer compensation rows.

Source year 2014

7.0%

Faster asset growth than 68% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

422%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets28th percentile

Assets

$3,264,922

Up $214,058 (+7.0%) from 2013

Net Assets

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue27th percentile Net Margin89th percentile

Revenue

$403,916

Up $326,513 (+422%) from 2013

Expenses

$190,076

Up $14,994 (+8.6%) from 2013

Net Income

$213,840

Up $311,519 (+319%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

Highlighted filing

2014

Assets$3,264,922

Liabilities$0

Net Assets-

Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

Highlighted filing

2014

Revenue$403,916

Expenses$190,076

Net Income$213,840

Open 2014 Filing

Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)

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Filing Snapshot

Filing Period: Aug 1, 2013 to Jul 31, 2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing

Assets: $3,264,922
Liabilities: $0
Net assets: -
Revenue: $403,916
Expenses: $190,076
Net income: $213,840

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$3.64	$0.00	$3.64	$0.33	$0.24	$0.09
2024Detailed filing. Detailed filing data is available for this year.	$3.58	$0.00	$3.58	$0.12	$0.22	$0.10
2023Detailed filing. Detailed filing data is available for this year.	$3.56	$0.00	$3.56	$0.06	$0.22	$0.27
2022Detailed filing. Detailed filing data is available for this year.	$3.79	$0.00	$3.79	$0.74	$0.27	$0.47
2021Detailed filing. Detailed filing data is available for this year.	$3.87	$0.00	$3.87	$0.28	$0.32	$0.04
2020Detailed filing. Detailed filing data is available for this year.	$3.41	$0.00	$3.41	$0.23	$0.23	$0.00
2016Summary only. Only limited summary data is available for this year.	$3.45	$0.00		$0.04	$0.21	$0.25
2015Summary only. Only limited summary data is available for this year.	$3.72	$0.00		$0.57	$0.21	$0.35
2014Summary only. Only limited summary data is available for this year.	$3.26	$0.00		$0.40	$0.19	$0.21
2013Summary only. Only limited summary data is available for this year.	$3.05	$0.00		$0.08	$0.18	$0.10
2012Summary only. Only limited summary data is available for this year.	$3.15	$0.00		$0.13	$0.15	$0.01
2011Summary only. Only limited summary data is available for this year.	$3.16	$0.00		$0.44	$0.14	$0.30