Civic Intelligence

Hale Family Foundation Inc

EIN 82-0865495 • Chicago, IL

461 N Clinton StChicago, IL 60654
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

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

38th percentile

$30,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

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

Asset Growth

91st percentile

39%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

99th percentile

2202%

Faster revenue growth than 99% of similar nonprofits.

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

Assets

Up

$9,662,082

Up $2,731,591 (+39%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,662,082

Up $2,731,091 (+39%) from 2023

Revenue

Up

$5,541,202

Up $5,300,505 (+2202%) from 2023

Expenses

Up

$511,753

Up $56,954 (+13%) from 2023

Net Income

Up

$5,029,449

Up $5,243,551 (+2449%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2017: $3,603,497Liabilities 2017: $0Net Assets 2017: $3,603,4972017Assets 2018: $5,168,881Liabilities 2018: $0Net Assets 2018: $5,168,8812018Assets 2019: $5,375,448Liabilities 2019: $0Net Assets 2019: $5,375,4482019Assets 2020: $6,755,542Liabilities 2020: $0Net Assets 2020: $6,755,5422020Assets 2021: $7,514,816Liabilities 2021: $0Net Assets 2021: $7,514,8162021Assets 2022: $7,143,318Liabilities 2022: $0Net Assets 2022: $7,143,3182022Assets 2023: $6,930,491Liabilities 2023: $0Net Assets 2023: $6,930,9912023Assets 2024: $9,662,082Liabilities 2024: $0Net Assets 2024: $9,662,0822024

Highlighted filing

2024

Assets$9,662,082
Liabilities$0
Net Assets$9,662,082

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $3,804,638Expenses 2017: $100,630Net Income 2017: $3,704,0082017Revenue 2018: $1,635,868Expenses 2018: $268,964Net Income 2018: $1,366,9042018Revenue 2019: $436,681Expenses 2019: $237,429Net Income 2019: $199,2522019Revenue 2020: $2,437,618Expenses 2020: $325,950Net Income 2020: $2,111,6682020Revenue 2021: $1,219,224Expenses 2021: $460,507Net Income 2021: $758,7172021Revenue 2022: $207,725Expenses 2022: $586,657Net Income 2022: -$378,9322022Revenue 2023: $240,697Expenses 2023: $454,799Net Income 2023: -$214,1022023Revenue 2024: $5,541,202Expenses 2024: $511,753Net Income 2024: $5,029,4492024

Highlighted filing

2024

Revenue$5,541,202
Expenses$511,753
Net Income$5,029,449

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 27, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID JACKSONSecretaryPT$30,000-$30,000
DAVID HALEPresident-$0--
JUDY HALEVP/Treasur-$0--
Filing and Contact Details

Filer

Filer Name
Hale Family Foundation Inc
EIN
82-0865495
Phone
2246889900
Address
461 N CLINTON ST, CHICAGO, IL 60654

Signing Officer

Name
David Jackson
Title
Secretary
Phone
2246889900
Signed
2025-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Cresset Tax Services LLC
Address
444 W LAKE ST SUITE 4700, CHICAGO, IL 60606
Preparer
Thomas F Lenz
Phone
3124292482
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VICTORY INTEGRITY SMALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VIRGIN GALACTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WEST PHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WHEATON PRECIOUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WW GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90RBC EMERGIN MARKETS EQU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91PROSHARES S&P 500 DIV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0176720
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02800458
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02924
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02980102
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02980102
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05346
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0594
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05940
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0252330
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02800458
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0400300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0400300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02561100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0176720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0176720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0176720
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05029449
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07150616
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02924
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02924
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02924
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02800458
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02919094
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt072686
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt014172
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt014172
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0901
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0901
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt054726
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt054726
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05688
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0252330
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0420745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt061008
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0511753
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02980102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05541202
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020445
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt061008
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0111453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0965204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12809307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3280101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt445304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5240409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt091473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11492712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt324910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-18381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51078793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt091473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11492712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt324910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-18381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51078793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01056677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14302019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3305011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt426923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51319202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02800458
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt072686
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05029449
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02298358
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011960440
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06930991
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09662082
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0420542
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0420542
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0420542
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0461117
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt040575
IRS990PF/DistributableAmountGrp/TotalTaxAmt040575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt040575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt040575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt040575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt034129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06446
IRS990PF/FMVAssetsEOYAmt010588636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06752055
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09496584
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010423138
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt06930991
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt09662082
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01350
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0850
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0850
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0177586
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0164648
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0164648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06930991
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09662082
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010588636
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06930991
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09662082
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06930991

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