Halifax creates opportunitites for leaders to learn, generate ideas and put them into action

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$841K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $86K a year · 2% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$841K
to officers and key staff · 25% of spending
Worth a look: pay to officers and key staff is 25% of spending; over 20%.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $125K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.6M
82% of total assets
Concern: liabilities are 82% of assets; over 80%.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.4M
Spent
$3.4M
To programs
73%
Net assets
$351K
By yearFY2020–FY2024
Revenue
$3.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.4M
FY2021$4.9M
FY2022$6.0M
FY2023$6.1M
FY2024$7.5M
Expenses
$3.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$3.4M
FY2021$4.6M
FY2022$6.5M
FY2023$6.7M
FY2024$7.0M
Net assets
$351K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$351K
FY2021$607K
FY2022−$434K
FY2023−$1.1M
FY2024−$530K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $2.5M Management & general 25% · $858K Fundraising 2% · $74K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $841K paid to officers and key staff.

Part VII, Section A · reportable compensation
$229,712Pt VII · Sec A
Vice Preside
$201,000Pt VII · Sec A
Managing Dir
$180,000Pt VII · Sec A
Director
$118,417Pt VII · Sec A
Chief of Sta
$111,833Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Peter Van Praagh’s $429K as President is at the 99th percentile of top reported officer pay among 797 $1–10M civil rights & advocacy nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Peter Van Praagh$429,183$401,937$405,000$273,534$229,712
Michael Svetlik$249,426$228,260———
Robin Shepherd——$196,813$201,000$201,000
Susan Markham—$195,026———
Laura Bridge——$195,000$180,000$180,000
Sari E Houston——$148,750——
Paz Magat———$121,750—
Catherine Barannik$120,983————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers leaders to learn, generate ideas, and take action.

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3 programs · $2.5M · in their own filed words · FY2020
01

Halifax international security forum is proud to be at the forefront of innovative and inclusive solutions to the world's security challenges. The forum, our flagship conference in halifax, nova scotia is recognized widely as north america's leading annual forum for the discussion of the world's most pressing security challenges.

$2.3Mprogram expense
02

The china report is a multi-year project outlining a new strategy for the united states and its allies across the globe to deal with the rising challenge from beijing.

$107Kprogram expense
03

The peace with women fellowship brings together senior active-duty women military officers from nato and nato-allied countries for a 3-WEEK executive tour to meet senior politicians, military leaders, tech innovators and media luminaries in the united states and canada.

$96Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$125K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.4M
Ln 12
Gifts and grantsLn 1h$3.2M
Other incomeLn 4–11$226K
Investment incomeLn 3$2K
Money outPt IX
$3.4M
Ln 25
Programscol B$2.5M
Managementcol C$858K
Fundraisingcol D$74K
Owns and owesPt X
$351K
net assets · Ln 32
Cash and savingsLn 1–2$396K
Total assetsLn 16$2.0M
LiabilitiesLn 26$1.6M
PeoplePt VI, VII
11
listed · VII A
PaidVII A5
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.2M
Government grantsLn 1e$2.4M
Investment incomeLn 3$2K
Other incomeLn 4–11$226K
Total revenueLn 12$3.4M
Assets in detailPt X, end of year
CashLn 1$8K
SavingsLn 2$387K
Cash and savings togetherLn 1–2$396K
Land, buildings, equipmentLn 10c$21K
Other assetsLn 15$12K
Total assetsLn 16$2.0M
LiabilitiesLn 26$1.6M
Net assetsLn 32$351K
OperationsPt I, VI
EmployeesI 513
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$310K$396K
Land, buildings, equipmentLn 10c$27K$21K
Total assetsLn 16$1.6M$2.0M
LiabilitiesLn 26$1.2M$1.6M
Net assetsLn 32$359K$351K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.2M$904K$274K$57K
Pension plan contributionsLn 8$81K$59K$18K$4K
Other employee benefitsLn 9$177K$130K$39K$8K
Payroll taxesLn 10$91K$67K$20K$4K
Accounting feesLn 11c$104K$104K
Other fees for servicesLn 11g$1.3M$1.2M$61K
Office expensesLn 13$53K$30K$23K
Information technologyLn 14$60K$417$59K$30
OccupancyLn 16$201K$12K$189K
TravelLn 17$81K$73K$7K$425
Depreciation, depletion and amortizationLn 22$21K$21K
InsuranceLn 23$14K$14K
Other expenses (24a–d)Ln 24$32K$4K$28K$150
Total functional expensesLn 25$3.4M$2.5M$858K$74K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $7.5M$7.0M$542K−$530K 990 PDF
FY2023 $6.1M$6.7M−$638K−$1.1M 990 PDF
FY2022 $6.0M$6.5M−$585K−$434K 990 PDF
FY2021 $4.9M$4.6M$257K$607K 990 PDF
FY2020 Viewing $3.4M$3.4M−$8K$351K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $3,420,681 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,633,980$3,192,610
I-9 Program service revenuePrior year $274,960$0
I-10 Investment incomePrior year $2,490$1,735
I-11 Other revenuePrior year $196,286$226,336
I-12 Total revenuePrior year $4,107,716$3,420,681
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,347,907$1,583,419
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $3,288,529$1,845,213
I-18 Total expensesPrior year $4,636,436$3,428,632
I-19 Revenue less expensesPrior year −$528,720−$7,951
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,420,681 across 7 lines filed
VIII-1e Government grants$2,382,610
VIII-1f All other contributions, gifts and grants$810,000
VIII-1h Total contributions, gifts and grants$3,192,610
VIII-3 Investment incomeExcluded from tax $1,735$1,735
VIII-6 Net rental income or lossExcluded from tax $56,650$56,650
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $43,558 · Excluded from tax $126,128$169,686
VIII-12 Total revenueRelated to mission $43,558 · Excluded from tax $184,513$3,420,681
Part IX · Statement of functional expenses $3,428,632 across 13 lines filed
IX-7 Other salaries and wagesPrograms $903,982 · Management $273,719 · Fundraising $56,947$1,234,648
IX-8 Pension plan contributionsPrograms $59,030 · Management $17,874 · Fundraising $3,719$80,623
IX-9 Other employee benefitsPrograms $129,817 · Management $39,308 · Fundraising $8,178$177,303
IX-10 Payroll taxesPrograms $66,515 · Management $20,140 · Fundraising $4,190$90,845
IX-11c Accounting feesManagement $103,782$103,782
IX-11g Other fees for servicesPrograms $1,218,173 · Management $61,294$1,279,467
IX-13 Office expensesPrograms $30,064 · Management $22,725$52,789
IX-14 Information technologyPrograms $417 · Management $59,172 · Fundraising $30$59,619
IX-16 OccupancyPrograms $12,198 · Management $189,034$201,232
IX-17 TravelPrograms $73,314 · Management $6,931 · Fundraising $425$80,670
IX-22 Depreciation, depletion and amortizationManagement $20,880$20,880
IX-23 InsuranceManagement $14,423$14,423
IX-24 Other expenses (24a–d)Programs $3,801 · Management $28,400 · Fundraising $150$32,351
IX-25 Total functional expensesPrograms $2,497,311 · Management $857,682 · Fundraising $73,639$3,428,632
Part X · Balance sheet $1,955,528 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $8,817$8,289
X-2 Savings and temporary cash investmentsStart of year $301,631$387,421
X-3 Pledges and grants receivableStart of year $1,205,885$1,490,220
X-9 Prepaid expenses and deferred chargesStart of year $34,911$36,294
X-10c Land, buildings and equipment, netStart of year $26,569$21,459
X-15 Other assetsStart of year $11,845$11,845
X-16 Total assetsStart of year $1,589,658$1,955,528
X-17 Accounts payable and accrued expensesStart of year $1,196,627$1,043,875
X-19 Deferred revenue$300,000
X-24 Unsecured notes and loans payable$231,395
X-25 Other liabilitiesStart of year $34,506$29,684
X-26 Total liabilitiesStart of year $1,231,133$1,604,954
X-27 Net assets without donor restrictionsStart of year $8,525$250,574
X-28 Net assets with donor restrictionsStart of year $350,000$100,000
X-32 Total net assets or fund balancesStart of year $358,525$350,574
X-33 Total liabilities and net assetsStart of year $1,589,658$1,955,528
Part XI · Reconciliation of net assets $350,574 net assets at year end
XI-1 Total revenue$3,420,681
XI-2 Total expenses$3,428,632
XI-3 Revenue less expenses−$7,951
XI-4 Net assets at start of year$358,525
XI-10 Net assets at end of year$350,574

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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