Civic Intelligence

Hurlbut Foundation

990PF • Fiscal year 2021 • EIN 16-1445751

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 03, 2021

Organization Profile
740 East AvenueRochester, NY 14607

(585) 244-0410

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.00x

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

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Net Margin

21st percentile

-65%

Higher net margin than 21% of similar nonprofits.

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • NTEE T • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

-1.4%

Faster asset growth than 43% of similar nonprofits.

2021 filings • NTEE T • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$221,925

Down $3,252 (-1.4%) from 2020

Net Assets

Down

$221,925

Down $3,252 (-1.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin21st percentile

Revenue

Up

$4,943

Up $5,397 (+1189%) from 2020

Expenses

Down

$8,171

Down $1,753 (-18%) from 2020

Net Income

Up

-$3,228

Up $7,150 (+69%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2011: $389,806Liabilities 2011: $02011Assets 2012: $400,863Liabilities 2012: $02012Assets 2013: $407,959Liabilities 2013: $02013Assets 2014: $327,958Liabilities 2014: $02014Assets 2015: $335,363Liabilities 2015: $02015Assets 2016: $317,094Liabilities 2016: $02016Assets 2019: $235,555Liabilities 2019: $0Net Assets 2019: $235,5552019Assets 2020: $225,177Liabilities 2020: $0Net Assets 2020: $225,1772020Assets 2021: $221,925Liabilities 2021: $0Net Assets 2021: $221,9252021Assets 2022: $235,300Liabilities 2022: $0Net Assets 2022: $235,3002022Assets 2023: $234,812Liabilities 2023: $0Net Assets 2023: $234,8122023Assets 2024: $220,769Liabilities 2024: $0Net Assets 2024: $220,7692024Assets 2025: $212,170Liabilities 2025: $0Net Assets 2025: $212,1702025

Highlighted filing

2021

Assets$221,925
Liabilities$0
Net Assets$221,925
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: -$8,865Expenses 2011: $13,650Net Income 2011: -$22,5152011Revenue 2012: $19,554Expenses 2012: $8,497Net Income 2012: $11,0572012Revenue 2013: $10,484Expenses 2013: $3,388Net Income 2013: $7,0962013Revenue 2014: $21,981Expenses 2014: $101,982Net Income 2014: -$80,0012014Revenue 2015: $23,756Expenses 2015: $16,351Net Income 2015: $7,4052015Revenue 2016: -$3,234Expenses 2016: $16,353Net Income 2016: -$19,5872016Revenue 2019: $27,585Expenses 2019: $62,163Net Income 2019: -$34,5782019Revenue 2020: -$454Expenses 2020: $9,924Net Income 2020: -$10,3782020Revenue 2021: $4,943Expenses 2021: $8,171Net Income 2021: -$3,2282021Revenue 2022: $28,379Expenses 2022: $15,004Net Income 2022: $13,3752022Revenue 2023: $12,806Expenses 2023: $13,294Net Income 2023: -$4882023Revenue 2024: $9,286Expenses 2024: $25,329Net Income 2024: -$16,0432024Revenue 2025: $7,018Expenses 2025: $15,712Net Income 2025: -$8,6942025

Highlighted filing

2021

Revenue$4,943
Expenses$8,171
Net Income-$3,228
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W HURLBUTPresident-$0--
CHRISTINE A OWENVice Pres./Secretary-$0--
MARK CURLETTATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Hurlbut Foundation
EIN
16-1445751
Phone
5852440410
Address
740 EAST AVENUE, ROCHESTER, NY 14607

Signing Officer

Name
Robert W Hurlbut
Title
President
Phone
5852440410
Signed
2021-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Lisa Barbosa
Phone
5853811000
Raw XML Appendix353 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0THE BONADIO GROUP ACCOUNTANTS
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt061123
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1144191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIXED INCOME MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS (EQUITIES)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OTHER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt060580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1212867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt212439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ISHARES GOLD TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-08-12
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-08-12
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt024
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0225177
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0221925
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013250
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013285
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT W HURLBUT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTINE A OWEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK CURLETTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2740 EAST AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HONEOYE FALLS
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05748
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05748
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05852440410
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05748
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015012
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05628
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07502
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt044881
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013138
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05748
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt058019
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt065521
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ISHARES COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02401
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02401
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W HURLBUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05852440410
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HURLBUT FOUNDATION
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ReturnHeader/Filer/EIN0161445751
ReturnHeader/Filer/PhoneNum05852440410
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ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BARBOSA
ReturnHeader/ReturnTs02021-11-04T15:55:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HURLBUT
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221,925
Liabilities
$0
Net assets
$221,925
Revenue
$4,943
Expenses
$8,171
Net income
-$3,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.07$0.16$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.09$0.25$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.13$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.28$0.15$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.00$0.10$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.28$0.62$0.35
2016Summary only. Only limited summary data is available for this year.$3.17$0.00$0.03$0.16$0.20
2015Summary only. Only limited summary data is available for this year.$3.35$0.00$0.24$0.16$0.07
2014Summary only. Only limited summary data is available for this year.$3.28$0.00$0.22$1.02$0.80
2013Summary only. Only limited summary data is available for this year.$4.08$0.00$0.10$0.03$0.07
2012Summary only. Only limited summary data is available for this year.$4.01$0.00$0.20$0.08$0.11
2011Summary only. Only limited summary data is available for this year.$3.90$0.00$0.09$0.14$0.23