Civic Intelligence

The Halaj Foundation

990 • Fiscal year 2013 • EIN 95-4700852

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

6341 Via Colinita90275

(310) 548-0924

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

58th percentile

5.1%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

75th percentile

19%

Faster revenue growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Assets

Up

$6,529,266

Up $318,561 (+5.1%) from 2012

Net Assets

Up

$6,529,266

Up $318,561 (+5.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$335,105

Up $53,572 (+19%) from 2012

Expenses

Down

$16,544

Down $547,726 (-97%) from 2012

Net Income

Up

$318,561

Up $601,298 (+213%) from 2012

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $6,796,690Liabilities 2010: $0Net Assets 2010: $6,796,6902010Assets 2011: $6,493,442Liabilities 2011: $0Net Assets 2011: $6,493,4422011Assets 2012: $6,210,705Liabilities 2012: $0Net Assets 2012: $6,210,7052012Assets 2013: $6,529,266Liabilities 2013: $0Net Assets 2013: $6,529,2662013Assets 2014: $6,578,479Liabilities 2014: $0Net Assets 2014: $6,578,4792014Assets 2015: $6,772,429Liabilities 2015: $0Net Assets 2015: $6,772,4292015Assets 2016: $6,910,806Liabilities 2016: $0Net Assets 2016: $6,910,8062016Assets 2017: $7,230,148Liabilities 2017: $0Net Assets 2017: $7,230,1482017Assets 2018: $8,852,455Liabilities 2018: $0Net Assets 2018: $8,852,4552018Assets 2019: $8,981,344Liabilities 2019: $0Net Assets 2019: $8,981,3442019Assets 2020: $8,945,146Liabilities 2020: $0Net Assets 2020: $8,945,1462020Assets 2021: $9,361,667Liabilities 2021: $0Net Assets 2021: $9,361,6672021Assets 2022: $9,604,780Liabilities 2022: $0Net Assets 2022: $9,604,7802022Assets 2023: $9,624,955Liabilities 2023: $0Net Assets 2023: $9,624,9552023Assets 2024: $9,928,469Liabilities 2024: $0Net Assets 2024: $9,928,4692024

Highlighted filing

2013

Assets$6,529,266
Liabilities$0
Net Assets$6,529,266

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $105,351Expenses 2010: $145,695Net Income 2010: -$40,3442010Revenue 2011: -$49,919Expenses 2011: $253,329Net Income 2011: -$303,2482011Revenue 2012: $281,533Expenses 2012: $564,270Net Income 2012: -$282,7372012Revenue 2013: $335,105Expenses 2013: $16,544Net Income 2013: $318,5612013Revenue 2014: $477,613Expenses 2014: $428,400Net Income 2014: $49,2132014Revenue 2015: $507,060Expenses 2015: $313,110Net Income 2015: $193,9502015Revenue 2016: $339,949Expenses 2016: $201,572Net Income 2016: $138,3772016Revenue 2017: $505,947Expenses 2017: $186,605Net Income 2017: $319,3422017Revenue 2018: $1,932,196Expenses 2018: $309,889Net Income 2018: $1,622,3072018Revenue 2019: $438,006Expenses 2019: $309,117Net Income 2019: $128,8892019Revenue 2020: $298,253Expenses 2020: $334,451Net Income 2020: -$36,1982020Revenue 2021: $782,026Expenses 2021: $365,505Net Income 2021: $416,5212021Revenue 2022: $704,429Expenses 2022: $461,316Net Income 2022: $243,1132022Revenue 2023: $474,101Expenses 2023: $453,926Net Income 2023: $20,1752023Revenue 2024: $706,731Expenses 2024: $403,217Net Income 2024: $303,5142024

Highlighted filing

2013

Revenue$335,105
Expenses$16,544
Net Income$318,561
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$2,723,993
Mission and Program Overview

Mission

The organization was established to provide support for the jewish community foundation, the american associates ben-gurion university and the anti-defamation league and other approved qualified charitable organizations approved to receive contributions from the foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,166,023$6,354,014▲ $187,991
Savings and Temporary Cash Investments$7,596$151,967▲ $144,371
Cash and Non-Interest-Bearing Accounts$37,086$23,285▼ $13,801
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 Other Securities-$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$6,210,705$6,529,266▲ $318,561
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,210,705$6,529,266▲ $318,561
Total Net Assets Fund Balance$6,210,705$6,529,266▲ $318,561
Total Liabilities and Net Assets / Fund Balance$6,210,705$6,529,266▲ $318,561
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steven HalajPresident
Ivan HalajVice President
Maggie HowardDirector
Philip S GompertsDirector
Marvin I SchotlandSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$335,105
Other Revenue
$0
Change in Net Assets
$318,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,000
Other Expenses$6,544
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,000--$10,000
Fees for Services Other-$3,721-$3,721
Other Expenses-$10-$10
Total Functional Expenses$10,000$6,544$0$16,544
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
13-6192225---$10,000
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Ivan halaj is the father of steven halaj, president.steven halaj is the son of ivan halaj, vice-president.

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

A copy of form 990 was provided to board for review and approval before filing.

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

Organization requires board members to annually review and report any interest that could be considered a conflict of interest.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The organization would implement a process for the approval of salaries if the organization had any employees. However in this tax year, the organization did not have any employees nor pay anyone a salary.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The organization would implement a process for the approval of salaries if the organization had any employees. However in this tax year, the organization did not have any employees nor pay anyone a salary.

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

Available upon written request.

Filing and Contact Details

Filer

EIN
95-4700852
Phone
3105480924

Signing Officer

Name
Steven Halaj
Title
President
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
0

Preparer

Preparer
Mark Gray CPA
Phone
5624980997
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt30
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt50
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10AM ASS BEN GURION UNIV AABGU
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11ANTI DEFAMATION LEAGUE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12AMERICAN FRIENDS BAR ILAN UNIVERSTY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine13Jewish Community Foundation
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine14Temple Bethel & Center
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine15World Jewish Congress
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine16Weizman Inst of Science
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine17FAIRMOUNT TEMPLE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine18JUDICIAL WATCH FREEDOM DEFENSE FD
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine19UNIVERSITY HERITAGE SOCIETY
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd1true
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd4true
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10AMERICAN FRIENDS BAR ILLAN UNIV
IRS990ScheduleI/RecipientTable/RecipientEIN0136192225
IRS990ScheduleI/RecipientTable/USAddress/AddressLine108730 WILSHIRE BLVD
IRS990ScheduleI/RecipientTable/USAddress/City0BEVERLY HILLS
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode090211
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IVAN HALAJ IS THE FATHER OF STEVEN HALAJ, PRESIDENT.STEVEN HALAJ IS THE SON OF IVAN HALAJ, VICE-PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS PROVIDED TO BOARD FOR REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION REQUIRES BOARD MEMBERS TO ANNUALLY REVIEW AND REPORT ANY INTEREST THAT COULD BE CONSIDERED A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WOULD IMPLEMENT A PROCESS FOR THE APPROVAL OF SALARIES IF THE ORGANIZATION HAD ANY EMPLOYEES. HOWEVER IN THIS TAX YEAR, THE ORGANIZATION DID NOT HAVE ANY EMPLOYEES NOR PAY ANYONE A SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WOULD IMPLEMENT A PROCESS FOR THE APPROVAL OF SALARIES IF THE ORGANIZATION HAD ANY EMPLOYEES. HOWEVER IN THIS TAX YEAR, THE ORGANIZATION DID NOT HAVE ANY EMPLOYEES NOR PAY ANYONE A SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010000
IRS990/TotalFunctionalExpensesGrp/TotalAmt016544
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalProgramServiceExpensesAmt010000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0335105
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0335105
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06210705
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06529266
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06210705
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.93$0.00$9.93$0.71$0.40$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.62$0.00$9.62$0.47$0.45$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.60$0.00$9.60$0.70$0.46$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.36$0.00$9.36$0.78$0.37$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.95$0.00$8.95$0.30$0.33$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.98$0.00$8.98$0.44$0.31$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.85$0.00$8.85$1.93$0.31$1.62
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.00$7.23$0.51$0.19$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.91$0.00$6.91$0.34$0.20$0.14
2015Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.51$0.31$0.19
2014Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.48$0.43$0.05
2013Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.34$0.02$0.32
2012Summary only. Only limited summary data is available for this year.$6.21$0.00$6.21$0.28$0.56$0.28
2011Summary only. Only limited summary data is available for this year.$6.49$0.00$6.49$0.05$0.25$0.30
2010Summary only. Only limited summary data is available for this year.$6.80$0.00$6.80$0.11$0.15$0.04
Peer Organizations

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