Civic Intelligence

Haley Sue Foundation

990EZ • Fiscal year 2023 • EIN 86-2918936

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 29, 2024

101 Niblick CourtFranklin, TN 37064

(615) 720-6697

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

53rd percentile

4.9%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

4.5%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

7.0%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$55,395

Up $2,404 (+4.5%) from 2022

Net Assets

Up

$55,395

Up $2,404 (+4.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$49,270

Up $3,212 (+7.0%) from 2022

Expenses

Up

$46,866

Up $25,744 (+122%) from 2022

Net Income

Down

$2,404

Down $22,532 (-90%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2022: $52,991Liabilities 2022: $0Net Assets 2022: $52,9912022Assets 2023: $55,395Liabilities 2023: $0Net Assets 2023: $55,3952023Assets 2024: $73,186Liabilities 2024: $0Net Assets 2024: $73,1862024

Highlighted filing

2023

Assets$55,395
Liabilities$0
Net Assets$55,395

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2022: $46,058Expenses 2022: $21,122Net Income 2022: $24,9362022Revenue 2023: $49,270Expenses 2023: $46,866Net Income 2023: $2,4042023Revenue 2024: $62,532Expenses 2024: $44,741Net Income 2024: $17,7912024

Highlighted filing

2023

Revenue$49,270
Expenses$46,866
Net Income$2,404
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 29, 2024
Return Version
2023v5.1
Gross Receipts
$89,457
Mission and Program Overview

Mission

We are continuing Haley Sue's legacy and the things she was passionate about. We are taking fierce action in an effort to help change the world. We will help young women who lack resources, invest in underprivileged children, and help serve our community and surrounding communities.

Program Services

DescriptionGrantsExpenses
HALEY SUE'S MERRY LITTLE CHRISTMAS EVENT - SCOTTSVILLE, KY & PULASKI, TN - PROVIDED CHRISTMAS FOR 138 CHILDREN$4,685$20,510
PROVIDED 7 GRADUATING HIGH SCHOOL SENIORS WITH COLLEGE SCHOLARSHIPS$11,000$11,219
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA PEARSONExecutive DirectorPT$0--
KIMBERLY STONEPresidentPT$0--
KEN ZANDERTreasurer-$0--
VALERY PARHAMSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legacy Ball$48,868$48,868$2,510$46,358
Golf Tournament$14,710$14,710-$14,710
Total Events$66,991$66,991$40,187$26,804
Filing and Contact Details

Filer

Filer Name
The Haley Sue Foundation
EIN
86-2918936
Phone
6157206697
Address
101 NIBLICK COURT, FRANKLIN, TN 37064

Signing Officer

Name
Ken Zander
Title
Treasurer
Phone
6157206697
Signed
2024-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
401 COMMERCE STREET SUITE 1250, NASHVILLE, TN 37219-2446
Preparer
Cathy Werthan
Phone
6152454000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: estore merchandise. Amount: 731.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: accounting software. Amount: 180. Description: annual memberships. Amount: 230. Description: bank fees. Amount: 830. Description: board meetings. Amount: 1,157. Description: insurance. Amount: 1,002. Description: it. Amount: 429. Description: marketing & pr. Amount: 8,237. Description: office expenses. Amount: 181. Description: storage. Amount: 1,497. Description: taxes & licenses. Amount: 104. Description: christmas event. Amount: 20,510. Description: community outreach. Amount: 1,290. Total to form 990-ez, line 16: 35,647.

Raw XML Appendix175 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum06157206697
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRANKLIN
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037064
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055395
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAMELA PEARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEN ZANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VALERY PARHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035647
IRS990EZ/OtherRevenueTotalAmt0731
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0WE ARE CONTINUING HALEY SUE'S LEGACY AND THE THINGS SHE WAS PASSIONATE ABOUT. WE ARE TAKING FIERCE ACTION IN AN EFFORT TO HELP CHANGE THE WORLD. WE WILL HELP YOUNG WOMEN WHO LACK RESOURCES, INVEST IN UNDERPRIVILEGED CHILDREN, AND HELP SERVE OUR COMMUNITY AND SURROUNDING COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED 7 GRADUATING HIGH SCHOOL SENIORS WITH COLLEGE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HALEY SUE'S MERRY LITTLE CHRISTMAS EVENT - SCOTTSVILLE, KY & PULASKI, TN - PROVIDED CHRISTMAS FOR 138 CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14685
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011219
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120510
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt040187
IRS990EZ/SpecialEventsNetIncomeLossAmt026804
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046866
IRS990EZ/TotalProgramServiceExpensesAmt031729
IRS990EZ/TotalRevenueAmt049270
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0NON-PROFIT FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.THEHALEYSUEFOUNDATION.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt075
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt075
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018112
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0731
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt075
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03135
IRS990ScheduleA/Total509Grp/TotalAmt021978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018843
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03135
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021978
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040187
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04946
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04946
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LEGACY BALL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048868
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03413
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026804
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt013418
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0313
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt013731
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02510
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02510
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012178
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05472
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt01350
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt019000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ESTORE MERCHANDISE. AMOUNT: 731.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTING SOFTWARE. AMOUNT: 180. DESCRIPTION: ANNUAL MEMBERSHIPS. AMOUNT: 230. DESCRIPTION: BANK FEES. AMOUNT: 830. DESCRIPTION: BOARD MEETINGS. AMOUNT: 1,157. DESCRIPTION: INSURANCE. AMOUNT: 1,002. DESCRIPTION: IT. AMOUNT: 429. DESCRIPTION: MARKETING & PR. AMOUNT: 8,237. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 181. DESCRIPTION: STORAGE. AMOUNT: 1,497. DESCRIPTION: TAXES & LICENSES. AMOUNT: 104. DESCRIPTION: CHRISTMAS EVENT. AMOUNT: 20,510. DESCRIPTION: COMMUNITY OUTREACH. AMOUNT: 1,290. TOTAL TO FORM 990-EZ, LINE 16: 35,647.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN ZANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06157206697
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HALEY SUE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALE
ReturnHeader/Filer/EIN0862918936
ReturnHeader/Filer/PhoneNum06157206697
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 NIBLICK COURT
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037064
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 COMMERCE STREET SUITE 1250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0372192446
ReturnHeader/PreparerPersonGrp/PhoneNum06152454000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY WERTHAN
ReturnHeader/ReturnTs02024-08-08T08:48:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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