Nonprofit · EIN 27-1451992
BRUCE T HALLE ASSISTANCE FUND
Tax-exempt · SCOTTSDALE, AZ 85255
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,328,950 | $1,196,703 | $1,132,247 | $10,657,071 | $23,273 | $10,633,798 |
| December 31, 2023 | 990 | $1,877,170 | $1,241,662 | $635,508 | $9,207,626 | $19,654 | $9,187,972 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,778,856
- Program service revenue
- $0
- Investment income
- $550,094
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,136,143
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $25,357
- Program services (functional)
- $1,136,143
- Management and general (functional)
- $60,560
Balance sheet and other
- Total assets, start of year
- $9,207,627
- Total assets, end of year
- $10,657,071
- Total liabilities, end of year
- $23,273
- Net assets, end of year
- $10,633,798
- Publicly traded securities
- $10,107,420
- Gross receipts
- $2,328,950
- Employees
- 0
- Volunteers
- 50
- Year formed
- 2009
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott Fehrman | Director Trustee or director | 2 | $0 |
| Susan Lyle | Director Trustee or director | 2 | $0 |
| Lisa Pedersen | Director Trustee or director | 2 | $0 |
| George Guilford | Director Trustee or director | 1 | $0 |
| Lisa Lavely | President Officer | 5 | $0 |
| Mark Walters | VP Officer | 3 | $0 |
| Irene Marberry | Secretary Officer | 3 | $0 |
| Annie Foster | Treasurer Officer | 6 | $0 |
| Timothy Schafer | Asst Treasurer Officer | 5 | $0 |
| Lori Governale | Asst Treasurer Officer | 3 | $0 |
| Cindy Chipman | Asst Secretary Officer | 2 | $0 |
| Debi Smith | Pres Pro Term Officer | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott Fehrman | Director Trustee or director | 2 | $0 |
| Susan Lyle | Director Trustee or director | 2 | $0 |
| Lisa Pedersen | Director Trustee or director | 2 | $0 |
| George Guilford | Director Trustee or director | 1 | $0 |
| Lisa Lavely | President Officer | 5 | $0 |
| Mark Walters | VP Officer | 3 | $0 |
| Irene Marberry | Secretary Officer | 3 | $0 |
| Annie Foster | Treasurer Officer | 6 | $0 |
| Timothy Schafer | Asst Treasurer Officer | 5 | $0 |
| Lori Governale | Asst Treasurer Officer | 3 | $0 |
| Cindy Chipman | Asst Secretary Officer | 2 | $0 |
| Debi Smith | Pres Pro Term Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 20225 N SCOTTSDALE RD, SCOTTSDALE, AZ 85255-6456
- In care of
- % DOUGLAS S WILSON
- Mailing address (990-N for 2009)
- 20225 N Scottsdale Rd, Scottsdale AZ 85255
- Principal officer (990 for 2024)
- Lisa Lavely, 20225 N Scottsdale Rd, Scottsdale, AZ 85255
- Principal officer (990-N for 2009)
- George Guilford President, 20225 N Scottsdale Rd, Scottsdale AZ 85255
- Signed the 990
- Timothy J Schafer, Asst Treasurer
- Phone
- (480) 606-6000
- Return prepared by
- THE REINALT-THOMAS CORPORATION
Mission
Provide assistance to Discount Tire employees and/or their immediate families who incur expenses, damages and /or losses as a result of natural disasters or other emergency hardships.
Program accomplishments
- Provide hardship/emergency assistance to Discount Tire employees and/or their immedaite familiesExpenses $1,136,143 · grants $1,136,143
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-1451992
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public safety, disaster preparedness and relief (M20)
- Assets (IRS master file)
- $10,657,071
- Income (IRS master file)
- $2,328,950
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,328,950 | $1,196,703 | $10,657,071 | XML |
| 990 | December 2023 | $1,877,170 | $1,241,662 | $9,207,626 | XML |
| 990 | December 2022 | $1,570,723 | $808,849 | $8,000,711 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2009 Officer: George Guilford President | December 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-1451992).
Questions about BRUCE T HALLE ASSISTANCE FUND
- What is the EIN of BRUCE T HALLE ASSISTANCE FUND?
- The employer identification number (EIN) of BRUCE T HALLE ASSISTANCE FUND is 27-1451992.
- Is BRUCE T HALLE ASSISTANCE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to BRUCE T HALLE ASSISTANCE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BRUCE T HALLE ASSISTANCE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BRUCE T HALLE ASSISTANCE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRUCE T HALLE ASSISTANCE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BRUCE T HALLE ASSISTANCE FUND?
- The 990 for the year ended December 31, 2024 names Lisa Lavely.
- Who are the officers and directors of BRUCE T HALLE ASSISTANCE FUND?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does BRUCE T HALLE ASSISTANCE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,328,950, expenses of $1,196,703 and total assets of $10,657,071 at year end.
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