Civic Intelligence

The Hale Fund

990 • Fiscal year 2022 • EIN 94-3116561

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 18, 2023

Organization ProfileN/A
PO Box 601Bolinas, CA 94924

(415) 868-0970

Siviq Scores

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

Liabilities / Assets

47th percentile

0.05x

Higher debt load relative to assets than 47% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

75th percentile

0.34x

Higher debt load relative to revenue than 75% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$169,547

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.1%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

119%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$4,753,612

Down $202,004 (-4.1%) from 2021

Net Assets

Up

$4,510,143

Up $23,407 (+0.5%) from 2021

Liabilities

Down

$243,469

Down $225,411 (-48%) from 2021

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin99th percentile

Revenue

Up

$712,232

Up $386,721 (+119%) from 2021

Expenses

Up

$3,110

Up $50 (+1.6%) from 2021

Net Income

Up

$709,122

Up $386,671 (+120%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2022

Assets$4,753,612
Liabilities$243,469
Net Assets$4,510,143
Open 2022 Filing

Operations Trend

Revenue Growth92nd 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

2022

Revenue$712,232
Expenses$3,110
Net Income$709,122
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 18, 2023
Return Version
2021v4.1
Gross Receipts
$1,753,318
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$2,941,505$3,650,358▲ $708,853
Investments Other Securities$1,983,597$1,074,031▼ $909,566
Savings and Temporary Cash Investments$19,005$18,949▼ $56
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$4,955,616$4,753,612▼ $202,004
Other Assets Total$11,509$10,274▼ $1,235
Liabilities
Other Liabilities$465,000$240,000▼ $225,000
Accounts Payable and Accrued Expenses$3,880$3,469▼ $411
Total Liabilities$468,880$243,469▼ $225,411
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,486,736$4,095,143▼ $391,593
Net Assets With Donor Restrictions-$415,000-
Total Net Assets Fund Balance$4,486,736$4,510,143▲ $23,407
Total Liabilities and Net Assets / Fund Balance$4,955,616$4,753,612▼ $202,004
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleOtherTotal
Vanessa MarcotteFinance Director$147,744$147,744
Arlene AllsmanCOO$144,537$144,537

Board Members and Trustees

NameTitle
Oren SlozbergPresident
Catherine DoddSecretary
Steven BookoffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$501,888
Program Service Revenue
$0
Investment Income
$210,344
Other Revenue
$0
All Other Contributions
$501,888
Change in Net Assets
$709,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,110
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$3,000-$3,000
Other Expenses-$110-$110
Total Functional Expenses$0$3,110$0$3,110
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investments Held for Commonweal$240,000
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 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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 601, BOLINAS, CA 94924

Signing Officer

Name
Vanessa Marcotte
Title
Finance Director
Signed
2023-02-18
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
315 MONTGOMERY ST STE 1029, SAN FRANCISCO, CA 94104
Preparer
Corey R Graham
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
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0OREN SLOZBERG
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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,753,612
Liabilities
$243,469
Net assets
$4,510,143
Revenue
$712,232
Expenses
$3,110
Net income
$709,122
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
2022Detailed filing. Detailed filing data is available for this year.$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