Civic Intelligence

The Haley Foundation

990PF • Fiscal year 2020 • EIN 82-0680492

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 19, 2021

Organization Profile
666 Dundee RoadNorthbrook, IL 60062

(773) 456-0075

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-44%

Higher net margin than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-2.4%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

106%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,340,968

Down $32,332 (-2.4%) from 2019

Net Assets

Down

$1,340,968

Down $32,332 (-2.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Up

$74,018

Up $38,050 (+106%) from 2019

Expenses

Down

$106,350

Down $39,725 (-27%) from 2019

Net Income

Up

-$32,332

Up $77,775 (+71%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $1,373,300Liabilities 2019: $0Net Assets 2019: $1,373,3002019Assets 2020: $1,340,968Liabilities 2020: $0Net Assets 2020: $1,340,9682020Assets 2021: $1,340,242Liabilities 2021: $0Net Assets 2021: $1,340,2422021Assets 2022: $1,031,196Liabilities 2022: $0Net Assets 2022: $1,031,1962022Assets 2023: $811,020Liabilities 2023: $0Net Assets 2023: $811,0202023Assets 2024: $570,350Liabilities 2024: $0Net Assets 2024: $570,3502024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2020

Assets$1,340,968
Liabilities$0
Net Assets$1,340,968
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $35,968Expenses 2019: $146,075Net Income 2019: -$110,1072019Revenue 2020: $74,018Expenses 2020: $106,350Net Income 2020: -$32,3322020Revenue 2021: $132,392Expenses 2021: $133,118Net Income 2021: -$7262021Revenue 2022: $64,990Expenses 2022: $374,036Net Income 2022: -$309,0462022Revenue 2023: $25,642Expenses 2023: $245,818Net Income 2023: -$220,1762023Revenue 2024: $73,447Expenses 2024: $314,117Net Income 2024: -$240,6702024Revenue 2025: $55,883Expenses 2025: $626,233Net Income 2025: -$570,3502025

Highlighted filing

2020

Revenue$74,018
Expenses$106,350
Net Income-$32,332
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 19, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA HALEYPresidentPT$0--
AMANDA HALEYSecretary-$0--
BETSY PETERSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Haley Foundation
EIN
82-0680492
Phone
7734560075
Address
666 DUNDEE ROAD, NORTHBROOK, IL 60062

Signing Officer

Name
Melissa Haley
Title
President
Signed
2021-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Karlin Kerschner Sharpe & Company LLP
Address
666 Dundee Road Ste 1802, Northbrook, IL 60062
Preparer
Robyn Kole
Phone
8472726050
Raw XML Appendix352 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/GrantOrContributionPurposeTxt2TO PROMOTE AND AID IN CHILDREN'S HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3THERAPEUTIC SEVICES TO SUPPORT CHILDREN, THEIR FAMILIES AND THEIR CAREGIVERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TREATING AND DEFEATING CHILDHOOD CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2PARTNERS IN HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CENTER FOR CHILD COUNSELING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ST JUDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03641 FACULTY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11922 THE ALAMEDA 302
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31300 W BELMONT 215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN JOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MEMPHIS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt066753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0151569
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt066753
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0959
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090878
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026935
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0151569
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0124634
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0618
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11366
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2161423
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL TAX DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INVESTMENT IN INTRINSIC EDGE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0419
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1898
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2177310
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROMOTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0753
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0630
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0630
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1753
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INCOME FROM PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3574
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013033
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013033
TaxesSchedule/TaxesDetail/Amt01341
TaxesSchedule/TaxesDetail/Amt1468
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1SECTION 4940
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01341
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1468
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA HALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HALEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALE
ReturnHeader/Filer/EIN0820680492
ReturnHeader/Filer/PhoneNum07734560075
ReturnHeader/Filer/USAddress/AddressLine1Txt0666 DUNDEE ROAD
ReturnHeader/Filer/USAddress/CityNm0NORTHBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060062
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363670769
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Karlin Kerschner Sharpe & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 Dundee Road Ste 1802
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum08472726050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robyn Kole
ReturnHeader/ReturnTs02021-06-24T09:56:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,340,968
Liabilities
$0
Net assets
$1,340,968
Revenue
$74,018
Expenses
$106,350
Net income
-$32,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$0.63$0.57
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.07$0.31$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.25$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06$0.37$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.13$0.13$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.04$0.15$0.11