Civic Intelligence

The Hale Fund

990 • Fiscal year 2012 • EIN 94-3116561

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 05, 2012

Organization ProfileN/A
P O Box 31694924-0316
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

97th percentile

140%

Faster asset growth than 97% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,166,942

Up $1,848,049 (+140%) from 2011

Net Assets

Up

$3,157,273

Up $1,839,686 (+140%) from 2011

Liabilities

Up

$9,669

Up $8,363 (+640%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,785

Down $3,406 (-66%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $1,318,893Liabilities 2011: $1,306Net Assets 2011: $1,317,5872011Assets 2012: $3,166,942Liabilities 2012: $9,669Net Assets 2012: $3,157,2732012Assets 2013: $3,228,764Liabilities 2013: $0Net Assets 2013: $3,228,7642013Assets 2014: $3,301,216Liabilities 2014: $0Net Assets 2014: $3,301,2162014Assets 2015: $3,212,078Liabilities 2015: $218Net Assets 2015: $3,211,8602015Assets 2016: $3,303,769Liabilities 2016: $3,675Net Assets 2016: $3,300,0942016Assets 2017: $3,649,249Liabilities 2017: $3,075Net Assets 2017: $3,646,1742017Assets 2018: $3,774,601Liabilities 2018: $3,341Net Assets 2018: $3,771,2602018Assets 2019: $4,591,724Liabilities 2019: $593,732Net Assets 2019: $3,997,9922019Assets 2020: $4,598,309Liabilities 2020: $593,055Net Assets 2020: $4,005,2542020Assets 2021: $4,955,616Liabilities 2021: $468,880Net Assets 2021: $4,486,7362021Assets 2022: $4,753,612Liabilities 2022: $243,469Net Assets 2022: $4,510,1432022Assets 2023: $5,288,754Liabilities 2023: $53,472Net Assets 2023: $5,235,2822023Assets 2024: $5,731,883Liabilities 2024: $82,586Net Assets 2024: $5,649,2972024

Highlighted filing

2012

Assets$3,166,942
Liabilities$9,669
Net Assets$3,157,273
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $0Expenses 2010: $0Net Income 2010: $02010Expenses 2011: $5,1912011Expenses 2012: $1,7852012Expenses 2013: $1,3972013Revenue 2014: $34,092Expenses 2014: $1,173Net Income 2014: $32,9192014Revenue 2015: $34,601Expenses 2015: $74,358Net Income 2015: -$39,7572015Revenue 2016: $45,322Expenses 2016: $4,055Net Income 2016: $41,2672016Revenue 2017: $64,559Expenses 2017: $8,810Net Income 2017: $55,7492017Revenue 2018: $235,389Expenses 2018: $224,373Net Income 2018: $11,0162018Revenue 2019: $146,561Expenses 2019: $140,378Net Income 2019: $6,1832019Revenue 2020: $233,069Expenses 2020: $178,051Net Income 2020: $55,0182020Revenue 2021: $325,511Expenses 2021: $3,060Net Income 2021: $322,4512021Revenue 2022: $712,232Expenses 2022: $3,110Net Income 2022: $709,1222022Revenue 2023: $411,721Expenses 2023: $84,613Net Income 2023: $327,1082023Revenue 2024: $184,507Expenses 2024: $178,100Net Income 2024: $6,4072024

Highlighted filing

2012

Revenue-
Expenses$1,785
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 5, 2012
Return Version
2011v1.2
Gross Receipts
$3,422,591
Mission and Program Overview

Mission

Benefit and support other non-profit public charities, including commonweal.

Filing and Contact Details

Filer

EIN
94-3116561
Raw XML Appendix393 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0BENEFIT AND SUPPORT OTHER NON-PROFIT "PUBLIC" CHARITIES, INCLUDING COMMONWEAL.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE MANAGEMENT OF THE HALE FUND CONSIDERS CERTAIN TAX POSITIONS TAKEN BY THE HALE FUND. A TAX POSITION IS A POSITION TAKEN IN A PREVIOUSLY FILED TAX RETURN OR A POSITION MANAGEMENT OF THE HALE FUND EXPECTS TO TAKE IN A FUTURE TAX RETURN THAT FIGURES IN MEASURING CURRENT OR DEFERRED INCOME TAX ASSETS AND LIABILITIES FOR INTERIM OR ANNUAL PERIODS. A TAX POSITION CAN RESULT IN A PERMANENT REDUCTION IN INCOME TAXES PAYABLE, A DEFERRAL OF INCOME TAXES OTHERWISE CURRENTLY PAYABLE TO FUTURE YEARS OR A CHANGE IN THE EXPECTED REALIZABILITY OF DEFERRED TAX ASSETS. A TAX POSITION ALSO ENCOMPASSES, BUT IS NOT LIMITED TO: 1. A DECISION NOT TO FILE A TAX RETURN 2. AN ALLOCATION OR A SHIFT OF INCOME BETWEEN JURISDICTIONS 3. THE CHARACTERIZATION OF INCOME OR A DECISION TO EXCLUDE REPORTING TAXABLE INCOME IN A RETURN 4. A DECISION TO CLASSIFY A TRANSACTION, ENTITY OR OTHER POSITION IN A TAX RETURN AS TAX EXEMPT 5. THE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A PASS-THROUGH OR TAX-EXEMPT ENTITY. EVALUATING A TAX POSITION REQUIRES THE MANAGEMENT OF THE HALE FUND TO DETERMINE, FOR EACH TAX POSITION, WHETHER IT IS MORE LIKELY THAN NOT THAT, UPON EXAMINATION BY TAXING AUTHORITIES, SUCH AUTHORITIES WILL UPHOLD THE TAX POSITION AND, FOR EACH MORE-LIKELY-THAN-NOT TAX POSITION, DETERMINE THE HIGHEST BENEFIT WITH A MORE THAN 50% LIKELIHOOD OF REALIZATION UPON ULTIMATE SETTLEMENT. ACCORDINGLY, IT IS POSSIBLE THAT TAX POSITIONS TAKEN ON TAX RETURNS AND RELATED AMOUNTS RECOGNIZED HEREIN COULD VARY. THE HALE FUND FILES INFORMATION RETURNS WITH THE IRS AND VARIOUS STATES. THE HALE FUND RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAXES AND TAX POSITIONS WITH INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. AS OF AND FOR THE YEARS ENDED JUNE 30, 2012 AND 2011, INTEREST AND PENALTIES RELATED TO INCOME TAXES AND TAX POSITIONS WERE NOT MATERIAL. AS OF JUNE 30, 2012, THE MANAGEMENT OF THE HALE FUND BELIEVES THAT THERE ARE NO TAX POSITIONS OF THE HALE FUND WHERE IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE PERIOD ENDING JUNE 30, 2013. AS OF JUNE 30, 2012, OPEN TAX PERIODS SUBJECT TO FUTURE EXAMINATION BY TAXING AUTHORITIES COVER PERIODS FROM JULY 1, 2008 THROUGH JUNE 30, 2012.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0MICHAEL LERNER IS AN EMPLOYEE OF THE JENIFER ALTMAN FOUNDATION, AN UNRELATED ENTITY. COMMONWEAL, A RELATED ENTITY, CONTRACTS WITH THE JENIFER ALTMAN FOUNDATION FOR SERVICES MICHAEL LERNER PROVIDES TO COMMONWEAL. COMMONWEAL EXPENSES UNDER THE CONTRACT TOTALED $118,204 FOR THE FISCAL YEAR ENDED JUNE 30, 2012, AND $123,355 FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2011.
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IRS990ScheduleO/GeneralExplanation/Explanation0REVIEWED BY AND A COPY GIVEN TO THE BOARD.
IRS990ScheduleO/GeneralExplanation/Explanation1THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE BYLAWS. THE BYLAWS ARE GIVEN TO DIRECTORS UPON JOINING THE BOARD AND WHEN REVISED.
IRS990ScheduleO/GeneralExplanation/Explanation2COMMONWEAL COMPENSATES OFFICERS OF THE HALE FUND. COMMONWEAL DOES A COMPARISON TO OTHER NONPROFITS IN NORTHERN CALIFORNIA, THEN FACTORS IN EXPERIENCE AND RESPONSIBILITY. USING THIS INFORMATION, THE BOARD OF DIRECTORS APPROVES COMPENSATION FOR ALL BOARD DIRECTORS, OFFICERS, THE PRESIDENT, CEO, EXECUTIVE DIRECTOR AND CFO.
IRS990ScheduleO/GeneralExplanation/Explanation3THE HALE FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation4NET UNREALIZED LOSSES ON INVESTMENTS: -16,436.
IRS990ScheduleO/GeneralExplanation/Explanation5THE HALE FUND HAS MADE NO CHANGES TO THIS PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
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IRS990/TotalFunctionalExpenses/ManagementAndGeneral01785
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total01785
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY01306
IRS990/TotalLiabilitiesBOY01306
IRS990/TotalLiabilities/EOY09669
IRS990/TotalLiabilitiesEOY09669
IRS990/TotalLiabNetAssetsFundBalances/BOY01318893
IRS990/TotalLiabNetAssetsFundBalances/EOY03166942
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY01317587
IRS990/TotalNetAssetsFundBalances/EOY03157273
IRS990/TotalOtherCompensation025878
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalReportableCompFrmRltdOrgs0402628
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear01857907
IRS990/TotalRevenue/ExclusionAmount034432
IRS990/TotalRevenuePriorYear01315304
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn01857907
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY01317587
IRS990/UnrestrictedNetAssets/EOY03157273
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01990
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0943116561
ReturnHeader/Filer/Name/BusinessNameLine10THE HALE FUND CO COMMONWEAL
ReturnHeader/Filer/NameControl0HALE
ReturnHeader/Filer/Phone04158680970
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 316
ReturnHeader/Filer/USAddress/City0BOLINAS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0949240316
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-05
ReturnHeader/Officer/Name0VANESSA MARCOTTE
ReturnHeader/Officer/Phone04158680970
ReturnHeader/Officer/Title0CFO
ReturnHeader/Preparer/DatePrepared02012-11-02
ReturnHeader/PreparerFirm/EIN0263789391
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WILSON MARKLE STUCKEY HARDESTY & BOTT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10101 LARKSPUR LANDING CIRCLE SUITE 2
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LARKSPUR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0949391750
ReturnHeader/Preparer/Name0MICHAEL SMITH
ReturnHeader/Preparer/Phone04159251120
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-12T16:52:15-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,166,942
Liabilities
$9,669
Net assets
$3,157,273
Revenue
-
Expenses
$1,785
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.73$0.08$5.65$0.18$0.18$0.01
2023Summary only. Only limited summary data is available for this year.$5.29$0.05$5.24$0.41$0.08$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.24$4.51$0.71$0.00$0.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.47$4.49$0.33$0.00$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$0.59$4.01$0.23$0.18$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.59$4.00$0.15$0.14$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.24$0.22$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.06$0.01$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.05$0.00$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.03$0.07$0.04
2014Summary only. Only limited summary data is available for this year.$3.30$0.00$3.30$0.03$0.00$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.00$3.23$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.01$3.16$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • $1M-$5M nonprofits