Civic Intelligence

The Hulebak-Rodricks Foundation

990PF • Fiscal year 2016 • EIN 02-0586978

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 20, 2017

Organization Profile
6822 Poindexter RoadLouisa, VA 23093

(301) 527-1300

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-205%

Higher net margin than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-3.7%

Faster asset growth than 38% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$118,119

Down $4,553 (-3.7%) from 2015

Net Assets

Down

$118,119

Down $4,553 (-3.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$2,222

Down $63,381 (-97%) from 2015

Expenses

Down

$6,775

Down $2,614 (-28%) from 2015

Net Income

Down

-$4,553

Down $60,767 (-108%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$150K$100K$50K$0Assets 2011: $81,788Liabilities 2011: $0Net Assets 2011: $81,7882011Assets 2012: $75,619Liabilities 2012: $0Net Assets 2012: $75,6192012Assets 2013: $70,234Liabilities 2013: $0Net Assets 2013: $70,2342013Assets 2014: $66,458Liabilities 2014: $1Net Assets 2014: $66,4582014Assets 2015: $122,672Liabilities 2015: $0Net Assets 2015: $122,6722015Assets 2016: $118,119Liabilities 2016: $0Net Assets 2016: $118,1192016Assets 2017: $112,059Liabilities 2017: $0Net Assets 2017: $112,0592017Assets 2018: $120,964Liabilities 2018: $0Net Assets 2018: $120,9642018Assets 2019: $110,716Liabilities 2019: $1Net Assets 2019: $110,7162019Assets 2020: $106,046Liabilities 2020: $0Net Assets 2020: $106,0462020Assets 2021: $111,046Liabilities 2021: $1Net Assets 2021: $111,0462021Assets 2022: $121,258Liabilities 2022: $1Net Assets 2022: $121,2582022Assets 2023: $109,224Liabilities 2023: $12023

Highlighted filing

2016

Assets$118,119
Liabilities$0
Net Assets$118,119
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$80K$60K$40K$20K$0-$20KExpenses 2011: $6,9312011Expenses 2012: $6,5262012Revenue 2013: $1,399Expenses 2013: $6,600Net Income 2013: -$5,2012013Revenue 2014: $2,724Expenses 2014: $6,500Net Income 2014: -$3,7762014Revenue 2015: $65,603Expenses 2015: $9,389Net Income 2015: $56,2142015Revenue 2016: $2,222Expenses 2016: $6,775Net Income 2016: -$4,5532016Revenue 2017: $2,993Expenses 2017: $9,027Net Income 2017: -$6,0342017Revenue 2018: $6,365Expenses 2018: $1,000Net Income 2018: $5,3652018Revenue 2019: $10,543Expenses 2019: $13,615Net Income 2019: -$3,0722019Revenue 2020: $7,413Expenses 2020: $12,050Net Income 2020: -$4,6372020Revenue 2021: $4,458Expenses 2021: $0Net Income 2021: $4,4582021Revenue 2022: $10,212Expenses 2022: $0Net Income 2022: $10,2122022Revenue 2023: $1,281Expenses 2023: $13,184Net Income 2023: -$11,9032023

Highlighted filing

2016

Revenue$2,222
Expenses$6,775
Net Income-$4,553
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 20, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen L HulebakPresident-$0--
Joseph V RodricksVice President-$0--
Nancy ShaperSecretary-$0--
Joel ShaperTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Hulebak-Rodricks Foundation
EIN
02-0586978
Address
6822 Poindexter Road, Louisa, VA 23093

Signing Officer

Name
Karen L Hulebak
Title
CPA
Signed
2017-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Rogers & Peters LLC
Address
9600 Blackwell Rd Ste 250, Rockville, MD 20850-3781
Preparer
Jeffrey G Rogers
Phone
3015271300
Raw XML Appendix272 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04331
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt079 Shares Apt Invt & Mgmt Co AIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1270.992 Shares Europacific Growth Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2397.499 Shares Growth Fund of America
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3631.646 Shs (Heritage) Eag Mid Cap Stock
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Karen L Hulebak
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Joseph V Rodricks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Nancy Shaper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Joel Shaper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06822 Poindexter Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16822 Poindexter Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt221333 Mikules Manner Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt321333 Mikules Manner Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Louisa
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jeff Rogers
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Karen L Hulebak
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Joseph V Rodricks
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To assist in the restoration and preservation of a national historic landmark.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Historic Green Springs Inc
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Post Office Box 1685
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0904
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0824
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09206
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01651
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02024
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02087
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010030
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010934
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen L Hulebak
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Hulebak-Rodricks Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HULE
ReturnHeader/Filer/EIN0020586978
ReturnHeader/Filer/USAddress/AddressLine1Txt06822 Poindexter Road
ReturnHeader/Filer/USAddress/CityNm0Louisa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023093
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rogers & Peters LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09600 Blackwell Rd Ste 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208503781
ReturnHeader/PreparerPersonGrp/PhoneNum03015271300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey G Rogers
ReturnHeader/ReturnTs02017-03-20T14:35:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,119
Liabilities
$0
Net assets
$118,119
Revenue
$2,222
Expenses
$6,775
Net income
-$4,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$0.01$0.13$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.10$0.00$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.04$0.00$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07$0.12$0.05
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.11$0.00$1.11$0.11$0.14$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.06$0.01$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.03$0.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.02$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.66$0.09$0.56
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.03$0.07$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.01$0.07$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.07