Civic Intelligence

The Halstead Foundation Inc R79602000

EIN 86-6052836 • Montclair, NJ

51 Greenwood Ave Apt 7Montclair, NJ 07042
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

<$500k nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2014

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

<$500k nonprofits • Source year 2014

Top Officer Pay

86th percentile

$5,417

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

<$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

9th percentile

-84%

Faster revenue growth than 9% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$1

Down $8,039,408 (-100%) from 2013

Liabilities

Up

$1

Up $1 from 2013

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin93rd percentile

Revenue

Down

$262,388

Down $1,411,881 (-84%) from 2013

Expenses

Down

$79,686

Down $263,363 (-77%) from 2013

Net Income

Down

$182,702

Down $1,148,518 (-86%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$10M$5.0M$0Assets 2010: $3,585,709Liabilities 2010: $0Net Assets 2010: $3,585,7092010Assets 2011: $4,356,440Liabilities 2011: $02011Assets 2012: $6,702,318Liabilities 2012: $02012Assets 2013: $8,039,409Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $1Net Assets 2014: $02014

Highlighted filing

2014

Assets$1
Liabilities$1
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth9th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $191,0432010Revenue 2011: $995,508Expenses 2011: $225,162Net Income 2011: $770,3462011Revenue 2012: $2,463,341Expenses 2012: $347,465Net Income 2012: $2,115,8762012Revenue 2013: $1,674,269Expenses 2013: $343,049Net Income 2013: $1,331,2202013Revenue 2014: $262,388Expenses 2014: $79,686Net Income 2014: $182,7022014

Highlighted filing

2014

Revenue$262,388
Expenses$79,686
Net Income$182,702
Open 2014 Filing

Filings

Most recent year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1
Liabilities
$1
Net assets
$0
Revenue
$262,388
Expenses
$79,686
Net income
$182,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.26$0.08$0.18
2013Summary only. Only limited summary data is available for this year.$8.04$0.00$1.67$0.34$1.33
2012Summary only. Only limited summary data is available for this year.$6.70$0.00$2.46$0.35$2.12
2011Summary only. Only limited summary data is available for this year.$4.36$0.00$1.00$0.23$0.77
2010Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF BERGFORDBoard Member-$5,417-$5,417
PATRICK KLESIUSBoard Member-$5,417-$5,417
ELAINE KLESIUSBoard Member-$5,416-$5,416
DAWN GREENBoard Member-$4,750-$4,750
SANDRA ALPIZARBoard Member-$4,750-$4,750
STEPHEN KLESIUSBoard Member-$4,750-$4,750
Filing and Contact Details

Filer

Filer Name
The Halstead Foundation Inc R79602000
EIN
86-6052836
In Care Of
% SMITH & HOWARD PC
Phone
8668885157
Address
51 GREENWOOD AVE APT 7, MONTCLAIR, NJ 07042

Signing Officer

Name
Patrick Klesius
Title
President
Phone
9172806121
Signed
2015-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Howard Pc
Address
271 17TH STREET SUITE 1600, ATLANTA, GA 30363
Preparer
Marc Azar
Phone
4048746244
Raw XML Appendix337 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/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0271 17TH STREET NW SUITE 1600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030363
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SMITH & HOWARD PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum04048746244
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToYear1Amt049986
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt0227065
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0172912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0172912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0172912
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049986
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0227065
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0227065
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt0399977
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0277051
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0900
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0900
LiquidationExplanationStmt/ExplanationTxt0ALL OF THE ASSETS OF THE HALSTEAD FOUNDATION, INC HAVE BEEN TRANSFERRED TO THE HALSTEAD FAMILY FOUNDATION, INC., A NON-PROFIT CORPORATION ORGANIZED IN THE STATE OF GEORGIA. THE TRANSFER IS TREATED AS A TRANSFER DESCRIBED IN IRC SEC 507(B)(2). THE ADDRESS OF THE TRANSEREE FOUNDATION IS THE SAME AS THIS FOUNDATION. THE TRANSFEREE FOUNDATION IS A PRIVATE FOUNDATION AND WILL FILE FORM 990-PF FOR THE CURRENT TAX YEAR. THE ASSETS TRANSFERED WERE CASH AND MARKETABLE SECURITIES, VALUED AT FMV USING THE CURRENT NYSE VALUE. A PLAN OF TERMINATION OR LIQUIDATION HAS NOT BEEN FILED. HOWEVER, PURSUANT TO IRC 1.507-1(B)(9), THE HALSTEAD FOUNDATION, INC. IS NOT REQUIRED TO FILE FORM 990-PF IN THE FUTURE.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08219765
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12346
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSFER TO HALSTEAD FAMILY FOUNDATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST ADJUSTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ACCRUED INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER CASH RECEIPTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07468
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034144
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt017072
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017072
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/Amt12414
TaxesSchedule/TaxesDetail/Amt211700
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02414
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt028
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt111700
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK KLESIUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09172806121
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HALSTEAD FOUNDATION INC R79602000
ReturnHeader/Filer/BusinessNameControlTxt0HALS
ReturnHeader/Filer/EIN0866052836
ReturnHeader/Filer/InCareOfNm0% SMITH & HOWARD PC
ReturnHeader/Filer/PhoneNum08668885157
ReturnHeader/Filer/USAddress/AddressLine1Txt051 GREENWOOD AVE APT 7
ReturnHeader/Filer/USAddress/CityNm0MONTCLAIR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & HOWARD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0271 17TH STREET SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030363
ReturnHeader/PreparerPersonGrp/PhoneNum04048746244
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC AZAR
ReturnHeader/ReturnTs02015-11-02T17:46:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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