Civic Intelligence

Thomas D Halaczkiewicz Foundation Tr

990PF • Fiscal year 2020 • EIN 82-6421328

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 03, 2021

Organization Profile
PO Box 849Carmel Valley, CA 93924

(831) 884-6063

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

99th percentile

425%

Higher net margin than 99% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

13th percentile

-8.8%

Faster asset growth than 13% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$814,495

Down $79,043 (-8.8%) from 2019

Net Assets

Down

$814,495

Down $79,043 (-8.8%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$18,751

Down $38,147 (-197%) from 2019

Expenses

Up

$60,976

Up $17,803 (+41%) from 2019

Net Income

Down

-$79,727

Down $55,950 (-235%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $893,538Liabilities 2019: $0Net Assets 2019: $893,5382019Assets 2020: $814,495Liabilities 2020: $1Net Assets 2020: $814,4952020Assets 2021: $845,125Liabilities 2021: $0Net Assets 2021: $845,1252021Assets 2022: $2,286,059Liabilities 2022: $0Net Assets 2022: $2,286,0592022Assets 2023: $2,258,453Liabilities 2023: $0Net Assets 2023: $2,258,4532023Assets 2024: $2,235,463Liabilities 2024: $0Net Assets 2024: $2,235,4632024

Highlighted filing

2020

Assets$814,495
Liabilities$1
Net Assets$814,495
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2019: $19,396Expenses 2019: $43,173Net Income 2019: -$23,7772019Revenue 2020: -$18,751Expenses 2020: $60,976Net Income 2020: -$79,7272020Revenue 2021: $99,186Expenses 2021: $67,870Net Income 2021: $31,3162021Revenue 2022: $1,536,131Expenses 2022: $71,682Net Income 2022: $1,464,4492022Revenue 2023: $94,248Expenses 2023: $101,027Net Income 2023: -$6,7792023Revenue 2024: $78,636Expenses 2024: $102,425Net Income 2024: -$23,7892024

Highlighted filing

2020

Revenue-$18,751
Expenses$60,976
Net Income-$79,727
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOLLY L MCCLELLANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thomas D Halaczkiewicz Foundation Trust
EIN
82-6421328
Phone
8318846063
Address
PO BOX 849, CARMEL VALLEY, CA 93924

Signing Officer

Name
Molly L Mcclellan
Title
Trustee
Phone
8318846063
Signed
2021-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Caliber Accounting & Tax Llp
Address
575 PRICE STREET SUITE 312, PISMO BEACH, CA 93449
Preparer
Jody Marsh
Phone
8058880200
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-18751
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06762
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1283965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-28234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-28234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1255731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-29701
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-79727
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0471174
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0471858
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01285669
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0893538
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0814495
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt056498
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt056498
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt056498
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt056556
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt058
IRS990PF/DistributableAmountGrp/TotalTaxAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01286352
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt053568
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0178928
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0178928
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0317900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0240895
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0241757
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0522070
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0394672
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0865667
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0893538
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0814495
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0893538
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0814495
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01286352
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0893538
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0814495
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0893538
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0814495
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01148348
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0226098
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0922250
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017225
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt056556
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01131123
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01148348
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MOLLY L MCCLELLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 849
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CARMEL VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt050354
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt050354
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt050354
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$814,495
Liabilities
$1
Net assets
$814,495
Revenue
-$18,751
Expenses
$60,976
Net income
-$79,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.08$0.10$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.09$0.10$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$1.54$0.07$1.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.06$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.02$0.04$0.02