Civic Intelligence

Walter K Hoerning Endowment Fund

990EZ • Fiscal year 2017 • EIN 11-3134928

Aug 01, 2016 to Jul 31, 2017 • Filed on Nov 21, 2017

Organization ProfileN/A
285 Fifth AveBrooklyn, NY 11215

(718) 768-1052

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-3.6%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-6.9%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$73,915

Down $2,766 (-3.6%) from 2016

Net Assets

Down

$73,915

Down $2,766 (-3.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin22nd percentile

Revenue

Down

$24,597

Down $1,810 (-6.9%) from 2016

Expenses

Up

$27,363

Up $6,372 (+30%) from 2016

Net Income

Down

-$2,766

Down $8,182 (-151%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$80K$60K$40K$20K$0Assets 2011: $41,982Liabilities 2011: $02011Assets 2012: $48,950Liabilities 2012: $02012Assets 2013: $50,542Liabilities 2013: $02013Assets 2014: $48,552Liabilities 2014: $02014Assets 2015: $71,265Liabilities 2015: $02015Assets 2016: $76,681Liabilities 2016: $0Net Assets 2016: $76,6812016Assets 2017: $73,915Liabilities 2017: $0Net Assets 2017: $73,9152017Assets 2018: $72,846Liabilities 2018: $0Net Assets 2018: $72,8462018Assets 2020: $70,410Liabilities 2020: $0Net Assets 2020: $70,4102020Assets 2021: $50,982Liabilities 2021: $0Net Assets 2021: $50,9822021Assets 2022: $37,838Liabilities 2022: $0Net Assets 2022: $37,8382022Assets 2023: $23,630Liabilities 2023: $0Net Assets 2023: $23,6302023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$73,915
Liabilities$0
Net Assets$73,915
Open 2017 Filing

Operations Trend

Revenue Growth37th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $34,684Expenses 2011: $42,000Net Income 2011: -$7,3162011Revenue 2012: $41,902Expenses 2012: $34,934Net Income 2012: $6,9682012Revenue 2013: $28,251Expenses 2013: $26,659Net Income 2013: $1,5922013Revenue 2014: $35,485Expenses 2014: $37,475Net Income 2014: -$1,9902014Revenue 2015: $50,950Expenses 2015: $28,237Net Income 2015: $22,7132015Revenue 2016: $26,407Expenses 2016: $20,991Net Income 2016: $5,4162016Revenue 2017: $24,597Expenses 2017: $27,363Net Income 2017: -$2,7662017Revenue 2018: $26,041Expenses 2018: $27,110Net Income 2018: -$1,0692018Revenue 2020: $15,718Expenses 2020: $16,627Net Income 2020: -$9092020Revenue 2021: $13Expenses 2021: $19,441Net Income 2021: -$19,4282021Revenue 2022: $0Expenses 2022: $13,144Net Income 2022: -$13,1442022Revenue 2023: $0Expenses 2023: $14,208Net Income 2023: -$14,2082023Revenue 2024: $0Expenses 2024: $23,630Net Income 2024: -$23,6302024

Highlighted filing

2017

Revenue$24,597
Expenses$27,363
Net Income-$2,766
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Nov 21, 2017
Return Version
2016v3.0
Gross Receipts
$26,303
Mission and Program Overview

Mission

To provide scholarships

Program Services

DescriptionGrantsExpenses
PROVIDES SCHOLARSHIPS TO SELECTED AFRICAN AMERICAN BOYS FOR SPECIAL PROGRAMS TO BROADEN AND ENHANCE THEIR EDUCATIONAL EXPERIENCES-$26,173
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHED LISTVarious-$0--
Filing and Contact Details

Filer

Filer Name
Walter K Hoerning Endowment Fund
EIN
11-3134928
Phone
7187681052
Address
285 Fifth Ave, Brooklyn, NY 11215

Signing Officer

Name
A Hoerning
Title
Pres
Phone
7187681052
Signed
2017-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Rossi Rossi & Associates Inc
Address
230 HILTON AVE STE 204, HEMPSTEAD, NY 11550-8115
Preparer
Charles Hughes
Phone
7184745649
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“P O Box rental 165.”

Form 990EZ, Part I, Line 16

“NYS Char filing 75.”

Form 990EZ, Part I, Line 16

“Tuition Exp 26173.”

Raw XML Appendix146 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANNE HOERNING
IRS990EZ/BooksInCareOfDetail/PhoneNum07187688684
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0285 Fifth Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Brooklyn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076681
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073915
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012758
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2766
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0950
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt076681
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073915
IRS990EZ/FundraisingGrossIncomeAmt013545
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt026303
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076681
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073915
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076681
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073915
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SEE ATTACHED LIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Various
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026413
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarships
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES SCHOLARSHIPS TO SELECTED AFRICAN AMERICAN BOYS FOR SPECIAL PROGRAMS TO BROADEN AND ENHANCE THEIR EDUCATIONAL EXPERIENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026173
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01706
IRS990EZ/SpecialEventsNetIncomeLossAmt011839
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027363
IRS990EZ/TotalProgramServiceExpensesAmt026173
IRS990EZ/TotalRevenueAmt024597
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010968
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0115875
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt077
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02959
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02959
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.97450
IRS990ScheduleA/PublicSupportPY509Pct00.91140
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0115875
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010968
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036829
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025222
IRS990ScheduleA/Total509Grp/TotalAmt0115875
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0118911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0P O Box rental 165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NYS Char filing 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Tuition Exp 26173.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0A HOERNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum07187681052
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walter K Hoerning Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0113134928
ReturnHeader/Filer/PhoneNum07187681052
ReturnHeader/Filer/USAddress/AddressLine1Txt0285 Fifth Ave
ReturnHeader/Filer/USAddress/CityNm0Brooklyn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03C4A562F29E9AC1956F467A615F5A4C96D5FF5AF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03C4A562F29E9AC1956F467A615F5A4C96D5FF5AF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.183.48.214
ReturnHeader/FilingSecurityInformation/IPDt02017-12-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm023:23:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSSI ROSSI & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 HILTON AVE STE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HEMPSTEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0115508115
ReturnHeader/PreparerPersonGrp/PhoneNum07184745649
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES HUGHES
ReturnHeader/ReturnTs02017-12-21T23:24:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,915
Liabilities
$0
Net assets
$73,915
Revenue
$24,597
Expenses
$27,363
Net income
-$2,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$23.6$23.6
2023Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$0.00$14.2$14.2
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.8$0.00$37.8$0.00$13.1$13.1
2021Detailed filing. Detailed filing data is available for this year.$51.0$0.00$51.0$0.01$19.4$19.4
2020Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$15.7$16.6$0.91
2018Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$26.0$27.1$1.07
2017Detailed filing. Detailed filing data is available for this year.$73.9$0.00$73.9$24.6$27.4$2.77
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.7$0.00$76.7$26.4$21.0$5.42
2015Summary only. Only limited summary data is available for this year.$71.3$0.00$51.0$28.2$22.7
2014Summary only. Only limited summary data is available for this year.$48.6$0.00$35.5$37.5$1.99
2013Summary only. Only limited summary data is available for this year.$50.5$0.00$28.3$26.7$1.59
2012Summary only. Only limited summary data is available for this year.$49.0$0.00$41.9$34.9$6.97
2011Summary only. Only limited summary data is available for this year.$42.0$0.00$34.7$42.0$7.32