Civic Intelligence

The Hartley Foundation

990PF • Fiscal year 2022 • EIN 88-3687668

Aug 10, 2022 to Dec 31, 2022 • Filed on May 03, 2023

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

97th percentile

99%

Higher net margin than 97% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

$999,666

No earlier filing loaded for comparison.

Net Assets

$999,666

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

$1,005,368

No earlier filing loaded for comparison.

Expenses

$5,702

No earlier filing loaded for comparison.

Net Income

$999,666

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2022: $999,666Liabilities 2022: $0Net Assets 2022: $999,6662022Assets 2023: $1,023,461Liabilities 2023: $0Net Assets 2023: $1,023,4612023Assets 2024: $1,039,523Liabilities 2024: $0Net Assets 2024: $1,039,5232024

Highlighted filing

2022

Assets$999,666
Liabilities$0
Net Assets$999,666
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Revenue 2022: $1,005,368Expenses 2022: $5,702Net Income 2022: $999,6662022Revenue 2023: $47,333Expenses 2023: $23,538Net Income 2023: $23,7952023Revenue 2024: $82,261Expenses 2024: $66,199Net Income 2024: $16,0622024

Highlighted filing

2022

Revenue$1,005,368
Expenses$5,702
Net Income$999,666
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 10, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alicia HartleyDirector-$0--
William T HartleyDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Hartley Foundation
EIN
88-3687668
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
William Hartley
Title
President
Phone
8008391754
Signed
2023-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey D Haskell
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010775
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05275
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Alicia C Hartley Rev Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1William T Hartley Rev Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01111 E Brow Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11111 E Brow Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Lookout Mountain
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Lookout Mountain
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd037350
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd137350
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0350366
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1653879
IRS990ScheduleB/GeneralRuleInd0X
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IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum382
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum392
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt016544
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt113210
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt210246
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt328145
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt418360
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt58820
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt614832
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt718467
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt815855
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt97875
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1018283
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1110544
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1217387
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1312476
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1420269
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1511425
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1615758
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1711374
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt182411
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt198085
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2018767
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2119021
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt227567
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt237185
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt246394
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt255948
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt265119
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2722178
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt289063
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2910481
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3010189
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3110825
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt327327
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt336697
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3411864
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3510816
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3613419
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt376914
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3820057
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3912612
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0AIR PRODS & CHEM INC APD, 66 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1AMAZON COM AMZN, 118 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2AUTODESK, INC ADSK, 48 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3APPLE INC AAPL, 192 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 63 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5CHIPOTLE MEX GRILL CMG, 6 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6TARGET CORPORATION TGT, 88 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7UNITEDHEALTH GROUP INC UNH, 34 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8STARBUCKS CORP COM SBUX, 186 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc9LENNOX INTL INC LII, 35 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc10LOWES COMPANIES INC LOW, 94 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11MSCI INC MSCI, 23 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12MERCK & CO INC MRK, 173 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc13NORDSON CP NDSN, 56 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14PROGRESSIVE CORP OHIO PGR, 162 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc15BENTLEY SYSTEMS INC CL B BSY, 322 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc16INTUIT INTU, 37 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc17INTERACTIVE BROKERS GROUP, INC IBKR, 143 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc18EPAM SYSTEMS INC EPAM, 7 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc19ASPEN TECHNOLOGY INC COM AZPN, 33 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc20LPL FINANCIAL HOLDINGS INC LPLA, 74 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc21CHEVRON CORP CVX, 106 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc22ENPHASE ENERGY ORD SHS ENPH, 25 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc23GENMAB A/S SPON GMAB, 187 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc24GLOBUS MEDICAL INC GMED, 96 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc25ICICI BK LTD ADS IBN, 263 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc26HERMES INTL 10 ADR HESAY, 38 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc27AMAZON COM AMZN, 220 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc28AIB GROUP ORD SHS AIBRF, 3722 sh.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$999,666
Liabilities
$0
Net assets
$999,666
Revenue
$1,005,368
Expenses
$5,702
Net income
$999,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.01$0.01$1.00