Civic Intelligence

Hailey Family Foundation

EIN 81-6895814 • Brentwood, TN

545 Grand Oakes DriveBrentwood, TN 37027-5949
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

94th percentile

78%

Higher net margin than 94% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

86th percentile

26%

Faster asset growth than 86% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

108%

Faster revenue growth than 88% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,886,758

Up $1,832,155 (+26%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$8,886,758

Up $1,832,155 (+26%) from 2023

Revenue

Up

$2,623,740

Up $1,360,337 (+108%) from 2023

Expenses

Down

$589,653

Down $48,181 (-7.6%) from 2023

Net Income

Up

$2,034,087

Up $1,408,518 (+225%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2018: $6,559,091Liabilities 2018: $0Net Assets 2018: $6,559,0912018Assets 2019: $6,407,652Liabilities 2019: $1Net Assets 2019: $6,407,6522019Assets 2020: $6,754,507Liabilities 2020: $1Net Assets 2020: $6,754,5072020Assets 2021: $7,051,574Liabilities 2021: $1Net Assets 2021: $7,051,5742021Assets 2022: $6,459,735Liabilities 2022: $1Net Assets 2022: $6,459,7352022Assets 2023: $7,054,603Liabilities 2023: $1Net Assets 2023: $7,054,6032023Assets 2024: $8,886,758Liabilities 2024: $0Net Assets 2024: $8,886,7582024

Highlighted filing

2024

Assets$8,886,758
Liabilities$0
Net Assets$8,886,758

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $404,890Expenses 2018: $994,207Net Income 2018: -$589,3172018Revenue 2019: $236,115Expenses 2019: $391,790Net Income 2019: -$155,6752019Revenue 2020: $773,731Expenses 2020: $429,736Net Income 2020: $343,9952020Revenue 2021: $752,809Expenses 2021: $442,755Net Income 2021: $310,0542021Revenue 2022: -$128,032Expenses 2022: $528,922Net Income 2022: -$656,9542022Revenue 2023: $1,263,403Expenses 2023: $637,834Net Income 2023: $625,5692023Revenue 2024: $2,623,740Expenses 2024: $589,653Net Income 2024: $2,034,0872024

Highlighted filing

2024

Revenue$2,623,740
Expenses$589,653
Net Income$2,034,087

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 20, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES C HAILEYTrustee-$0--
ERIC M HAILEYAdvisory-$0--
TOMMY STRICKLANDAdvisory-$0--
Filing and Contact Details

Filer

Filer Name
Hailey Family Foundation
EIN
81-6895814
Phone
6153515704
Address
545 GRAND OAKES DRIVE, BRENTWOOD, TN 37027-5949

Signing Officer

Name
James C Hailey
Title
Trustee
Phone
6153515704
Signed
2025-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Blankenship CPA Group Pllc
Address
101 WINNERS CIRCLE, BRENTWOOD, TN 37027
Preparer
Gregory V Howell CPA
Phone
6153733771
Raw XML Appendix322 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LIST ATTACHED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRENTWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037027
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0480500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0467919
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0467919
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0187592
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt079483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035957
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0315613
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012581
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0187592
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt079483
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035957
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0480500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012581
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0315613
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0303032
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES C HAILEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0545 GRAND OAKES DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BRENTWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd037027
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01377154
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01377154
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SECURITIES
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt07747
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0211433
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT ON CONTRIBUTED SECURITIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER-CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09501
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt190884
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2329
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt312
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROF & OTHER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ACCT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3INVESTMENT EXP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt190884
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2329
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt312
ReasonableCauseExplanation/ExplanationTxt0TAX REUTRN QUALIFIES FOR TAX RELIEF FOR TENNESSEE STORM VICTIMS TN-2025-02 POSTPONED TO NOVEMBER 3RD.
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES C HAILEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0545 GRAND OAKS DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BRENTWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd037027
TaxesSchedule/TaxesDetail/Amt07231
TaxesSchedule/TaxesDetail/Amt17747
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FED INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07231
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES C HAILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06153515704
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAILEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HAIL
ReturnHeader/Filer/EIN0816895814
ReturnHeader/Filer/PhoneNum06153515704
ReturnHeader/Filer/USAddress/AddressLine1Txt0545 GRAND OAKES DRIVE
ReturnHeader/Filer/USAddress/CityNm0BRENTWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370275949
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450491842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLANKENSHIP CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 WINNERS CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037027
ReturnHeader/PreparerPersonGrp/PhoneNum06153733771
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY V HOWELL CPA
ReturnHeader/ReturnTs02025-05-20T15:00:13-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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