Civic Intelligence

The Hale Fund

990 • Fiscal year 2018 • EIN 94-3116561

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization ProfileN/A
PO Box 316Bolinas, CA 94924

(415) 868-0970

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

55th percentile

4.7%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

90th percentile

$205,745

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 87.4% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

58th percentile

3.4%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

265%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,774,601

Up $125,352 (+3.4%) from 2017

Net Assets

Up

$3,771,260

Up $125,086 (+3.4%) from 2017

Liabilities

Up

$3,341

Up $266 (+8.7%) from 2017

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin55th percentile

Revenue

Up

$235,389

Up $170,830 (+265%) from 2017

Expenses

Up

$224,373

Up $215,563 (+2447%) from 2017

Net Income

Down

$11,016

Down $44,733 (-80%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2018

Assets$3,774,601
Liabilities$3,341
Net Assets$3,771,260
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

2018

Revenue$235,389
Expenses$224,373
Net Income$11,016
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$1,094,516
Mission and Program Overview

Mission

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

Benefit and support other non-profit public charities, including commonweal, which contribute to the health of individuals, public health and global environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,564,277$3,453,544▼ $110,733
Investments Other Securities$42,945$196,922▲ $153,977
Savings and Temporary Cash Investments$32,250$114,304▲ $82,054
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,649,249$3,774,601▲ $125,352
Other Assets Total$9,777$9,831▲ $54
Liabilities
Accounts Payable and Accrued Expenses$3,075$3,341▲ $266
Total Liabilities$3,075$3,341▲ $266
Net Assets / Fund Balance
Unrestricted Net Assets$3,646,174$3,771,260▲ $125,086
Total Net Assets Fund Balance$3,646,174$3,771,260▲ $125,086
Total Liabilities and Net Assets / Fund Balance$3,649,249$3,774,601▲ $125,352
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleOtherTotal
Vanessa MarcotteCFO$130,123$130,123
Arlene AllsmanCOO$130,037$130,037

Board Members and Trustees

NameTitle
Michael LernerPresident
Catherine DoddSecretary
Oren SlozbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$90,000
Program Service Revenue
$0
Investment Income
$145,389
Other Revenue
$0
All Other Contributions
$90,000
Change in Net Assets
$11,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$221,318
Other Expenses$3,055
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$221,318--$221,318
Fees for Services Accounting-$3,000-$3,000
Other Expenses-$55-$55
Total Functional Expenses$221,318$3,055$0$224,373
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CommonwealBolinas, CA501(c)(3)General Support$221,318
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Reviewed by staff and a copy given to the board.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is included in the bylaws. The bylaws are given to directors upon joining the board and when revised. Each board member is required to sign a statement annually disclosing any possible conflicts of interest. Board members involved in a possible conflict of interest are excluded from voting on issues related to such interests.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The hale fund does not make its governing documents, conflict of interest policy or financial statements available to the public.”

Form 990, Part VI, Line 8B

“No committee meetings that had the authority to act on behalf of the governing body were held during the fiscal year. If any committees that had the authority to act on behalf of the governing body had met during the fiscal year, the meetings would be contemporaneously documented.”

Filing and Contact Details

Filer

Filer Name
The Hale Fund
EIN
94-3116561
Phone
4158680970
Address
PO BOX 316, BOLINAS, CA 94924

Signing Officer

Name
Vanessa Marcotte
Title
CFO
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
2

Preparer

Firm
Bregante Company LLP CPAs
Address
301 Battery St 2 Mezzanine, San Francisco, CA 94111
Preparer
Kenneth A Preston
Phone
4157771001
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Hale Fund, Inc. is non-profit organizations exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and under Section 23701d of the California Revenue and Taxation Code. Therefore, no provision for federal or California income tax is reflected in the consolidated financial statements. Tax returns of The Hale Fund are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Hale Fund, Inc. is non-profit organizations exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and under Section 23701d of the California Revenue and Taxation Code. Therefore, no provision for federal or California income tax is reflected in the consolidated financial statements. Tax returns of The Hale Fund are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueSecuritiesAmt0196922
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Organization board reviews periodic expenditure reports to ensure that grant guidelines are followed.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt119326
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Michael Lerner
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1OREN SLOZBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Treasurer
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY STAFF AND A COPY GIVEN TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE BYLAWS. THE BYLAWS ARE GIVEN TO DIRECTORS UPON JOINING THE BOARD AND WHEN REVISED. EACH BOARD MEMBER IS REQUIRED TO SIGN A STATEMENT ANNUALLY DISCLOSING ANY POSSIBLE CONFLICTS OF INTEREST. BOARD MEMBERS INVOLVED IN A POSSIBLE CONFLICT OF INTEREST ARE EXCLUDED FROM VOTING ON ISSUES RELATED TO SUCH INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HALE FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No committee meetings that had the authority to act on behalf of the governing body were held during the fiscal year. If any committees that had the authority to act on behalf of the governing body had met during the fiscal year, the meetings would be contemporaneously documented.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 8B
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTED ORGANIZATION
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,774,601
Liabilities
$3,341
Net assets
$3,771,260
Revenue
$235,389
Expenses
$224,373
Net income
$11,016
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
2018Detailed filing. Detailed filing data is available for this year.$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

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