Civic Intelligence

Halfpenny Foundation

990PF • Fiscal year 2023 • EIN 83-1801344

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

Organization Profile
90 Cricket Ave P O Box 739Ardmore, PA 19003

(610) 520-7660

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

9th percentile

-20%

Faster asset growth than 9% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

202%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$844,018

Down $214,761 (-20%) from 2022

Net Assets

Down

$844,018

Down $214,761 (-20%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin95th percentile

Revenue

Up

$87,686

Up $58,621 (+202%) from 2022

Expenses

Down

$18,571

Down $2,653 (-13%) from 2022

Net Income

Up

$69,115

Up $61,274 (+781%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$1.5M$1.0M$500K$0Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $599,903Liabilities 2019: $1Net Assets 2019: $599,9032019Assets 2020: $1,130,939Liabilities 2020: $1Net Assets 2020: $1,130,9392020Assets 2021: $1,050,938Liabilities 2021: $1Net Assets 2021: $1,050,9382021Assets 2022: $1,058,779Liabilities 2022: $1Net Assets 2022: $1,058,7792022Assets 2023: $844,018Liabilities 2023: $1Net Assets 2023: $844,0182023Assets 2024: $822,556Liabilities 2024: $0Net Assets 2024: $822,5562024

Highlighted filing

2023

Assets$844,018
Liabilities$1
Net Assets$844,018
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $649,903Expenses 2019: $50,000Net Income 2019: $599,9032019Revenue 2020: $599,128Expenses 2020: $68,092Net Income 2020: $531,0362020Revenue 2021: $17,303Expenses 2021: $97,304Net Income 2021: -$80,0012021Revenue 2022: $29,065Expenses 2022: $21,224Net Income 2022: $7,8412022Revenue 2023: $87,686Expenses 2023: $18,571Net Income 2023: $69,1152023Revenue 2024: $37,987Expenses 2024: $59,449Net Income 2024: -$21,4622024

Highlighted filing

2023

Revenue$87,686
Expenses$18,571
Net Income$69,115
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD J HALFPENNYDirector/President-$0--
NANCY M HALFPENNYDirector/Secretary/Treasur-$0--
Filing and Contact Details

Filer

Filer Name
Halfpenny Foundation
EIN
83-1801344
Phone
6105207660
Address
90 CRICKET AVE P O BOX 739, ARDMORE, PA 19003

Signing Officer

Name
Bernard J Halfpenny
Title
President
Phone
6106422768
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Fiore Fedeli Snyder Carothers LLP
Address
2013 Sandy Dr Ste 200, State College, PA 16803
Preparer
Joseph P Fedeli CPA
Phone
8142378999
Raw XML Appendix314 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/TotalGrantOrContriPdDurYrAmt016000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054628
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010586
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010586
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010586
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028042
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BERNARD J HALFPENNY JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0242 SOUTH BEACH RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOBE SOUND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033455
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt052571
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0350585
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Equities - Convert to book value
OtherIncreasesSchedule/OtherIncreasesDetail/Amt066709
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Mutual Funds - Convert to book value
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0BERNARD J HALFPENNY JR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0242 SOUTH BEACH RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0HOBE SOUND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033455
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt1206
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF BALANCE DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD J HALFPENNY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06106422768
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALFPENNY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALF
ReturnHeader/Filer/EIN0831801344
ReturnHeader/Filer/PhoneNum06105207660
ReturnHeader/Filer/USAddress/AddressLine1Txt090 CRICKET AVE P O BOX 739
ReturnHeader/Filer/USAddress/CityNm0ARDMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202000257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fiore Fedeli Snyder Carothers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02013 Sandy Dr Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0State College
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016803
ReturnHeader/PreparerPersonGrp/PhoneNum08142378999
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH P FEDELI CPA
ReturnHeader/ReturnTs02024-11-05T06:55:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$844,018
Liabilities
$1
Net assets
$844,018
Revenue
$87,686
Expenses
$18,571
Net income
$69,115
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.04$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.09$0.02$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.02$0.10$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.60$0.07$0.53
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.65$0.05$0.60
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00