Civic Intelligence

Louise L Hay Charitable Fund

990PF • Fiscal year 2015 • EIN 95-0189304

Oct 01, 2014 to Sep 30, 2015 • Filed on Nov 30, 2015

2776 Loker Ave WestCarlsbad, CA 92008

(661) 288-0089

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

34th percentile

-3.9%

Higher net margin than 34% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

34th percentile

-5.1%

Faster asset growth than 34% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

125013%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$36,604

Down $1,955 (-5.1%) from 2014

Net Assets

Down

$36,604

Down $1,955 (-5.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$50,045

Up $50,005 (+125013%) from 2014

Expenses

Up

$52,000

Up $1,950 (+3.9%) from 2014

Net Income

Up

-$1,955

Up $48,055 (+96%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $17,533Liabilities 2010: $0Net Assets 2010: $17,5332010Assets 2011: $17,550Liabilities 2011: $0Net Assets 2011: $17,5502011Assets 2012: $17,555Liabilities 2012: $0Net Assets 2012: $17,5552012Assets 2013: $88,569Liabilities 2013: $0Net Assets 2013: $88,5692013Assets 2014: $38,559Liabilities 2014: $0Net Assets 2014: $38,5592014Assets 2015: $36,604Liabilities 2015: $0Net Assets 2015: $36,6042015Assets 2016: $36,622Liabilities 2016: $0Net Assets 2016: $36,6222016Assets 2017: $36,640Liabilities 2017: $0Net Assets 2017: $36,6402017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2015

Assets$36,604
Liabilities$0
Net Assets$36,604

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $122010Expenses 2011: $02011Expenses 2012: $02012Expenses 2013: $50,0002013Revenue 2014: $40Expenses 2014: $50,050Net Income 2014: -$50,0102014Revenue 2015: $50,045Expenses 2015: $52,000Net Income 2015: -$1,9552015Revenue 2016: $18Expenses 2016: $0Net Income 2016: $182016Revenue 2017: $18Expenses 2017: $0Net Income 2017: $182017Revenue 2018: $41Expenses 2018: $36,681Net Income 2018: -$36,6402018

Highlighted filing

2015

Revenue$50,045
Expenses$52,000
Net Income-$1,955
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Nov 30, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE HAYDirector-$0--
REID TRACYPresident-$0--
Filing and Contact Details

Filer

Filer Name
Louise L Hay Charitable Fund
EIN
95-0189304
Address
2776 LOKER AVE WEST, CARLSBAD, CA 92008

Signing Officer

Name
Reid Tracy
Title
President
Phone
7604317695
Signed
2015-11-30
Discuss with paid preparer
Yes

Preparer

Firm
OConnor & Co
Address
26905 Pinehurst Drive, Valencia, CA 91355
Preparer
Michael OConnor
Phone
6612880089
Raw XML Appendix211 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/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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ReturnHeader/Filer/BusinessNameControlTxt0LOUS
ReturnHeader/Filer/EIN0950189304
ReturnHeader/Filer/USAddress/AddressLine1Txt02776 LOKER AVE WEST
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954298209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OConnor & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026905 Pinehurst Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Valencia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612880089
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael OConnor
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-30T17:21:29-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits