Civic Intelligence

The Haley Foundation

990PF • Fiscal year 2021 • EIN 82-0680492

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

480 N Mcclurg CT 1102Chicago, IL 60611

(773) 456-0075

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

26th percentile

-0.5%

Higher net margin than 26% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

27th percentile

-0.1%

Faster asset growth than 27% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

79%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$1,340,242

Down $726 (-0.1%) from 2020

Net Assets

Down

$1,340,242

Down $726 (-0.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$132,392

Up $58,374 (+79%) from 2020

Expenses

Up

$133,118

Up $26,768 (+25%) from 2020

Net Income

Up

-$726

Up $31,606 (+98%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$1,340,242
Liabilities$0
Net Assets$1,340,242

Operations Trend

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

2021

Revenue$132,392
Expenses$133,118
Net Income-$726
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Compensation and Service Providers

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
480 N MCCLURG CT 1102, CHICAGO, IL 60611

Signing Officer

Name
Melissa Haley
Title
President
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
The Dolins Group Ltd
Address
425 HUEHL ROAD - BUILDING 21, NORTHBROOK, IL 60062
Preparer
Robyn Kole
Phone
8474981040
Raw XML Appendix369 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/GrantOrContributionPurposeTxt1THERAPEUTIC SERV TO SUPPORT CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HELP CHILDREN'S HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FEED HUNGRY KIDS IN AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO FEED CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROMOTE AND AID CHILDREN'S HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TREATING CHILDHOOD CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7REWARD GRANTS TO NONPROFITS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASCPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CENTER FOR CHILD COUNSELING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FISTULA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NO KID HUNGRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4OPERATION SMILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PARTNERS IN HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ST JUDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7IMPACT THE PALM BEACHES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11300 W BELMONT 215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21922 THE ALAMEDA 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31030 15TH ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43641 FACULTY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5800 BOYLSTON ST STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt744 COOLANUT ROW STE M201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4VIRGINIA BEACH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PALM BEACH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd423453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502199
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd638105
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0112497
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt068001
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt056922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt066753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0198604
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt047035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt056922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt066753
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0959
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0115036
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt047035
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0198604
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0151569
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0419
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1898
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2177310
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL TAX DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INVESTMENT IN INTRINSIC EDGE PARTNER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt035
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1190590
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt035
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1190590
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROMOTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0789
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0903
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11439
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0903
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11439
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2789
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-4140
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INCOME FROM PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013698
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013698
TaxesSchedule/TaxesDetail/Amt01179
TaxesSchedule/TaxesDetail/Amt1863
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1SECTION 4940
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01179
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1863
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA HALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HALEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALE
ReturnHeader/Filer/EIN0820680492
ReturnHeader/Filer/PhoneNum07734560075
ReturnHeader/Filer/USAddress/AddressLine1Txt0480 N MCCLURG CT 1102
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364053246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE DOLINS GROUP LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 HUEHL ROAD - BUILDING 21
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum08474981040
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBYN KOLE
ReturnHeader/ReturnTs02022-11-14T11:20:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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