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The Hale Fund

  • Bolinas, CA
  • Tax-exempt since Dec. 1990
  • EIN: 94-3116561

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$412k (2023)

Expenses
$84.6k (2023)

Total Assets
$5.29M (2023)

Total Liabilities
$53.5k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$411,721
Expenses
$84,613
Net Income
$327,108
Net Assets
$5,235,282
Notable Sources of Revenue Percent of Total Revenue
Contributions $386,768
93.9%
Program Services $0
Investment Income $81,144
19.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$56,191
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,288,754
Total Liabilities $53,472
Net Assets $5,235,282
Compensation
Key Employees and Officers Compensation Related Other
Oren Slozberg (President) $0 $160,049 $37,582
Vanessa Marcotte (Finance Director) $0 $157,993 $10,955
Arlene Allsman (Coo) $0 $135,665 $31,764
Catherine Dodd (Secretary) $0 $0 $0
Steven Bookoff (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on May 6, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$712,232
Expenses
$3,110
Net Income
$709,122
Net Assets
$4,510,143
Notable Sources of Revenue Percent of Total Revenue
Contributions $501,888
70.5%
Program Services $0
Investment Income $66,092
9.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $144,252
20.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,753,612
Total Liabilities $243,469
Net Assets $4,510,143
Compensation
Key Employees and Officers Compensation Related Other
Oren Slozberg (President) $0 $137,898 $31,649
Vanessa Marcotte (Finance Director) $0 $137,959 $9,785
Arlene Allsman (Coo) $0 $114,773 $29,764
Catherine Dodd (Secretary) $0 $0 $0
Steven Bookoff (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 24, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$325,511
Expenses
$3,060
Net Income
$322,451
Net Assets
$4,486,736
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $56,005
17.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $269,506
82.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,955,616
Total Liabilities $468,880
Net Assets $4,486,736
Compensation
Key Employees and Officers Compensation Related Other
Oren Slozberg (President) $0 $132,314 $32,117
Arlene Allsman (Coo) $0 $110,702 $29,715
Vanessa Marcotte (Cfo) $0 $128,766 $8,792
Catherine Dodd (Secretary) $0 $0 $0
Steven Bookoff (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on May 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$233,069
Expenses
$178,051
Net Income
$55,018
Net Assets
$4,005,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $72,527
31.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $160,542
68.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,598,309
Total Liabilities $593,055
Net Assets $4,005,254
Compensation
Key Employees and Officers Compensation Related Other
Oren Slozberg (President) $0 $131,036 $29,579
Vanessa Marcotte (Cfo) $0 $128,017 $9,131
Arlene Allsman (Coo) $0 $107,904 $29,125
Catherine Dodd (Secretary) $0 $0 $0
Judy Hatcher (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on April 21, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$146,561
Expenses
$140,378
Net Income
$6,183
Net Assets
$3,997,992
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $79,730
54.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $66,831
45.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,591,724
Total Liabilities $593,732
Net Assets $3,997,992
Compensation
Key Employees and Officers Compensation Related Other
Catherine Dodd (Secretary) $0 $0 $0
Judy Hatcher (Treasurer) $0 $0 $0
Oren Slozberg (President) $0 $131,875 $27,633
Vanessa Marcotte (Cfo) $0 $125,380 $9,308
Arlene Allsman (Coo) $0 $106,931 $27,660
Michael Lerner (Former President) $0 $176,663 $36,466
+ View more people

Document Links

990
Filed on May 7, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$235,389
Expenses
$224,373
Net Income
$11,016
Net Assets
$3,771,260
Notable Sources of Revenue Percent of Total Revenue
Contributions $90,000
38.2%
Program Services $0
Investment Income $71,263
30.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $74,126
31.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,774,601
Total Liabilities $3,341
Net Assets $3,771,260
Compensation
Key Employees and Officers Compensation Related Other
Catherine Dodd (Secretary) $0 $0 $0
Michael Lerner (President) $0 $170,970 $34,775
Oren Slozberg (Treasurer) $0 $124,831 $25,982
Vanessa Marcotte (Cfo) $0 $121,086 $9,037
Arlene Allsman (Coo) $0 $106,312 $23,725
+ View more people

Document Links

990
Filed on May 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,559
Expenses
$8,810
Net Income
$55,749
Net Assets
$3,646,174
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $75,052
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$10,493
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,649,249
Total Liabilities $3,075
Net Assets $3,646,174
Compensation
Key Employees and Officers Compensation Related Other
Catherine Dodd (Secretary) $0 $0 $0
Michael Lerner (President) $0 $169,277 $35,020
Martin Krasney (Treasurer) $0 $0 $0
Vanessa Marcotte (Cfo) $0 $120,705 $6,807
Arlene Allsman (Coo) $0 $106,675 $21,948
Elise Miller () $0 $103,825 $12,562
Oren Slozberg (Cso) $0 $123,650 $23,873
+ View more people

Document Links

990
Filed on May 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,322
Expenses
$4,055
Net Income
$41,267
Net Assets
$3,300,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $62,542
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$17,220
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,303,769
Total Liabilities $3,675
Net Assets $3,300,094
Compensation
Key Employees and Officers Compensation Related Other
Catherine Dodd (Secretary) $0 $0 $0
Michael Lerner (President) $0 $168,435 $20,476
Martin Krasney (Treasurer) $0 $0 $0
Vanessa Marcotte (Cfo) $0 $118,595 $6,854
Arlene Allsman (Coo) $0 $104,307 $20,454
Elise Miller () $0 $104,307 $12,999
Oren Slozberg (Cso) $0 $116,840 $21,745
+ View more people

Document Links

990
Filed on May 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,601
Expenses
$74,358
Net Income
-$39,757
Net Assets
$3,211,860
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $33,744
97.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $857
2.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,212,078
Total Liabilities $218
Net Assets $3,211,860
Compensation
Key Employees and Officers Compensation Related Other
Tom Sargent (President) $0 $0 $0
Michael Lerner (Secretary) $0 $192,868 $23,446
Martin Krasney (Treasurer) $0 $0 $0
Vanessa Marcotte (Cfo) $0 $116,449 $7,028
Arlene Allsman (Coo) $0 $103,551 $19,193
Oren Slozberg (Cso) $0 $117,607 $13,832
+ View more people

Document Links

990
Filed on May 13, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,092
Expenses
$1,173
Net Income
$32,919
Net Assets
$3,301,216
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $34,092
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,301,216
Total Liabilities $0
Net Assets $3,301,216

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,297
Expenses
$1,397
Net Income
$34,900
Net Assets
$3,228,764
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $36,297
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,228,764
Total Liabilities $0
Net Assets $3,228,764

Document Links

990
Filed on Dec. 18, 2013

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,857,907
Expenses
$1,785
Net Income
$1,856,122
Net Assets
$3,157,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,823,475
98.1%
Program Services $0
Investment Income $34,432
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,166,942
Total Liabilities $9,669
Net Assets $3,157,273

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,315,304
Expenses
$5,191
Net Income
$1,310,113
Net Assets
$1,317,587
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,311,461
99.7%
Program Services $0
Investment Income $3,843
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,318,893
Total Liabilities $1,306
Net Assets $1,317,587

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated