Civic Intelligence

The Haley Foundation

990PF • Fiscal year 2019 • EIN 82-0680492

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 10, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

2nd percentile

-306%

Higher net margin than 2% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$1,373,300

No earlier filing loaded for comparison.

Net Assets

$1,373,300

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

$35,968

No earlier filing loaded for comparison.

Expenses

$146,075

No earlier filing loaded for comparison.

Net Income

-$110,107

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2019

Assets$1,373,300
Liabilities$0
Net Assets$1,373,300
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$35,968
Expenses$146,075
Net Income-$110,107
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd 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
2020-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Karlin Kerschner Sharpe & Company LLP
Address
666 Dundee Road Ste 1802, Northbrook, IL 60062-2739
Preparer
Robyn Kole
Phone
8472726050
Raw XML Appendix364 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/GrantOrContributionPurposeTxt0TO FEED CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO HELP CHILDREN'S HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROMOTE AND AID IN CHILDREN'S HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3RESOURCES FOR WOMEN WORLDWIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4STRENGTHEN AMERICA'S MILITARY SERVICE MEMBERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FUNDING CONGENITAL HEART DEFECT RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6FOOD BANK FOR SOUTH FLORIDA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FISTULA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2PARTNERS IN HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WOMEN FOR WOMEN INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4USO OF ILLINOIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CHILDRENS HEART FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6FEEDING SOUTH FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03641 FACULTY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11922 THE ALAMEDA 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2800 BOYLSTON ST SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32000 M STREET NW SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4530 FARRAGUT AVE STE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55 REVERE DRIVE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62501 SW 32ND TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GREAT LAKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NORTHBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PEBROKE PARK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460088
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633023
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0121548
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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/AppliedToCurrentYearAmt071779
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt066753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0124634
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt066753
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0959
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0128701
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056922
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0124634
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt067712
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0697
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2158171
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL TAX DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INVESTMENT IN INTRINSIC EDGE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0618
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11366
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2161423
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0618
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11366
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2160435
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1550
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2281
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt34297
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0462
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1462
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2550
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44297
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INCOME FROM PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-2626
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014733
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014733
TaxesSchedule/TaxesDetail/Amt01545
TaxesSchedule/TaxesDetail/Amt1634
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1SECTION 4940
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01545
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1634
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA HALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-10
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/ZIPCd0600622739
ReturnHeader/PreparerPersonGrp/PhoneNum08472726050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robyn Kole
ReturnHeader/ReturnTs02020-08-17T06:54:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,373,300
Liabilities
$0
Net assets
$1,373,300
Revenue
$35,968
Expenses
$146,075
Net income
-$110,107
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