Civic Intelligence

Hess Foundation Inc.

990PF • Fiscal year 2020 • EIN 22-1713046

Dec 01, 2019 to Nov 30, 2020 • Filed on Oct 13, 2021

Organization Profile
14 Sylvan Way No 3rd FLParsippany, NJ 07054

(973) 403-7997

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.07x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

38th percentile

0.28x

Higher debt load relative to revenue than 38% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

28th percentile

-1.5%

Higher net margin than 28% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

94th percentile

46%

Faster asset growth than 94% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-7.2%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$143,967,874

Up $45,056,494 (+46%) from 2019

Net Assets

Up

$133,967,874

Up $35,056,494 (+35%) from 2019

Liabilities

Up

$10,000,000

Up $10,000,000 from 2019

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin28th percentile

Revenue

Down

$35,298,919

Down $2,738,850 (-7.2%) from 2019

Expenses

Down

$35,831,727

Down $327,403 (-0.9%) from 2019

Net Income

Down

-$532,808

Down $2,411,447 (-128%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$300M$200M$100M$0Assets 2011: $229,062,727Liabilities 2011: $02011Assets 2012: $234,950,269Liabilities 2012: $02012Assets 2013: $251,537,499Liabilities 2013: $02013Assets 2014: $264,133,412Liabilities 2014: $0Net Assets 2014: $264,133,4122014Assets 2015: $286,813,217Liabilities 2015: $0Net Assets 2015: $286,813,2172015Assets 2017: $102,337,403Liabilities 2017: $10,000,000Net Assets 2017: $92,337,4032017Assets 2018: $97,032,741Liabilities 2018: $0Net Assets 2018: $97,032,7412018Assets 2019: $98,911,380Liabilities 2019: $0Net Assets 2019: $98,911,3802019Assets 2020: $143,967,874Liabilities 2020: $10,000,000Net Assets 2020: $133,967,8742020Assets 2021: $164,543,842Liabilities 2021: $34,300,000Net Assets 2021: $130,243,8422021Assets 2022: $195,435,180Liabilities 2022: $50,000,000Net Assets 2022: $145,435,1802022Assets 2023: $211,018,720Liabilities 2023: $93,000,000Net Assets 2023: $118,018,7202023Assets 2024: $219,214,101Liabilities 2024: $132,415,146Net Assets 2024: $86,798,9552024

Highlighted filing

2020

Assets$143,967,874
Liabilities$10,000,000
Net Assets$133,967,874
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$100M$50M$0-$50MRevenue 2011: $43,439,934Expenses 2011: $31,148,212Net Income 2011: $12,291,7222011Revenue 2012: $44,862,216Expenses 2012: $38,974,674Net Income 2012: $5,887,5422012Revenue 2013: $48,485,151Expenses 2013: $31,897,921Net Income 2013: $16,587,2302013Revenue 2014: $50,404,684Expenses 2014: $37,808,771Net Income 2014: $12,595,9132014Revenue 2015: $69,161,565Expenses 2015: $46,481,760Net Income 2015: $22,679,8052015Revenue 2017: $62,093,986Expenses 2017: $37,285,536Net Income 2017: $24,808,4502017Revenue 2018: $34,323,347Expenses 2018: $29,628,009Net Income 2018: $4,695,3382018Revenue 2019: $38,037,769Expenses 2019: $36,159,130Net Income 2019: $1,878,6392019Revenue 2020: $35,298,919Expenses 2020: $35,831,727Net Income 2020: -$532,8082020Revenue 2021: $48,427,189Expenses 2021: $52,151,221Net Income 2021: -$3,724,0322021Revenue 2022: $50,742,841Expenses 2022: $35,551,503Net Income 2022: $15,191,3382022Revenue 2023: $21,567,732Expenses 2023: $48,984,192Net Income 2023: -$27,416,4602023Revenue 2024: $43,181,035Expenses 2024: $74,400,800Net Income 2024: -$31,219,7652024

Highlighted filing

2020

Revenue$35,298,919
Expenses$35,831,727
Net Income-$532,808
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 13, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONSTANCE WILLIAMSCO HESS FOUNDATNDirector, Vice President-$0--
EUGENE WGOODWILLIE JR CO HESS FNDDirector, Treasurer-$0--
JOHN B HESS CO HESS FOUNDATIONDirector, PresidentPT$0--
THOMAS H KEAN CO HESS FOUNDATIONDirector, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Hess Foundation Inc
EIN
22-1713046
Phone
9734037997
Address
14 SYLVAN WAY NO 3RD FL, PARSIPPANY, NJ 07054

Signing Officer

Name
John B Hess
Title
President
Phone
9734037997
Signed
2021-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
14 SYLVAN WAY, PARSIPPANY, NJ 07054-3801
Preparer
Lori Rothe Yokobosky CPA
Phone
9732283500
Raw XML AppendixShowing 400 of 2,232 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-A, LINE 10:
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART VII-B, LINE 1A(4):
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2PART VII-B, LINE 5C
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3PART III, LINE 3
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0EXPENDITURE RESPONSIBILITY STATEMENT
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1STATEMENT REGARDING HESS PHILANTHROPIC FUND
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0HESS FOUNDATION, INC. YEAR ENDED NOVEMBER 30,2020 FORM 990-PF, PART VII-A, LINE 10: CONTRIBUTIONS RECEIVED THE LEON HESS 25-YEAR CHARITABLE LEAD ANNUITY TRUST 1185 AVENUE OF THE AMERICAS NEW YORK, NY 10036 CASH CONTRIBUTIONS 11/30/20WHILE THE AMOUNTS RECEIVED FROM THE HESS 25-YEAR CHARITABLE LEAD ANNUITY TRUST WERE IN EXCESS OF THE AMOUNTS SPECIFIED IN SECTION 507 (D) (2) (A) OF THE CODE, IT IS NOT CLEAR THAT SUCH TRUST IS A SUBSTANTIAL CONTRIBUTOR, AS DEFINED IN THE CODE, SINCE THE PAYMENTS WERE MADE PURSUANT TO THE WILL OF LEON HESS, DECEASED WHO WAS SUBSTANTIAL CONTRIBUTOR.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE HESS GROUP, INC., A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION, RECEIVED COMPENSATION FROM THE FOUNDATION THE YEAR ENDED NOVEMBER 30, 2020 FOR PROFESSIONAL SERVICES RENDERED TO THE FOUNDATION. BECAUSE THE COMPENSATION WAS REASONABLE, IT MEETS THE REQUIREMENTS FOR THE EXCEPTION TO SELF-DEALING UNDER THE REGULATIONS OF INTERNAL REVENUE CODE SECTION 4941.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2GRANTEE'S NAME : HESS PHILANTHROPIC FUNDGRANTEE'S ADDRESS : C/O TAG ASSOCIATES, 810 SEVENTH AVENUE, 7TH FLOOR NEW YORK, NY 10019GRANT AMOUNT : 10,535,373DATE OF GRANT : 12/31/16AMOUNT EXPENDED : 10,535,373VERIFICATION DATE : 11/30/20PURPOSE OF GRANT : ENDOWMENTDATES OF REPORTS BY GRANTEE : 11/30/20ANY DIVERSION BY GRANTEE : TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDSRESULTS OF VERIFICATION : THE ORGANIZATON HAS NO REASON TO BELIEVE THAT ASSETS ARE BEING USED FOR ANY PURPOSES OTHER THAN CHARITABLEGRANTEE'S NAME : HESS PHILANTHROPIC FUNDGRANTEE'S ADDRESS : C/O TAG ASSOCIATES, 810 SEVENTH AVENUE, 7TH FLOOR NEW YORK, NY 10019GRANT AMOUNT : 235006430DATE OF GRANT : 12/31/17AMOUNT EXPENDED : 7,125,007VERIFICATION DATE : 11/30/20PURPOSE OF GRANT : ENDOWMENTDATES OF REPORTS BY GRANTEE : 11/30/20ANY DIVERSION BY GRANTEE : TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDSRESULTS OF VERIFICATION : THE ORGANIZATON HAS NO REASON TO BELIEVE THAT ASSETS ARE BEING USED FOR ANY PURPOSES OTHER THAN CHARITABLEGRANTEE'S NAME : HESS PHILANTHROPIC FUNDGRANTEE'S ADDRESS : C/O TAG ASSOCIATES, 810 SEVENTH AVENUE, 7TH FLOOR NEW YORK, NY 10019GRANT AMOUNT : 1,041,359DATE OF GRANT : 1/19/17AMOUNT EXPENDED : 1,041,359VERIFICATION DATE : 11/30/20PURPOSE OF GRANT : ENDOWMENTDATES OF REPORTS BY GRANTEE : 11/30/20ANY DIVERSION BY GRANTEE : TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDSRESULTS OF VERIFICATION : THE ORGANIZATON HAS NO REASON TO BELIEVE THAT ASSETS ARE BEING USED FOR ANY PURPOSES OTHER THAN CHARITABLEGRANTEE'S NAME : HESS PHILANTHROPIC FUNDGRANTEE'S ADDRESS : C/O TAG ASSOCIATES, 810 SEVENTH AVENUE, 7TH FLOOR NEW YORK, NY 10019GRANT AMOUNT : 192,803DATE OF GRANT : 10/06/17AMOUNT EXPENDED : 192,803VERIFICATION DATE : 11/30/20PURPOSE OF GRANT : ENDOWMENTDATES OF REPORTS BY GRANTEE : 11/30/20ANY DIVERSION BY GRANTEE : TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDSRESULTS OF VERIFICATION : THE ORGANIZATON HAS NO REASON TO BELIEVE THAT ASSETS ARE BEING USED FOR ANY PURPOSES OTHER THAN CHARITABLE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3PURSUANT TO THE TERMS OF A DISTRIBUTION AGREEMENT BETWEEN THE FOUNDATION AND THE HESS PHILANTHROPIC FUND (THE "FUND") DATED DECEMBER 30, 2016, THE AGREEMENT WAS TO BE TRUED UP AFTER A THREE YEAR PERIOD.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CIRCLE 9
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt054500
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0145597
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0157427
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0386233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0543660
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt054834
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0170594
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt034751180
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0964797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035831727
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013480572
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035298919
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0304680
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0964797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01385227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-12-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-12-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-12-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-12-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3202793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4192033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73482640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt818271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-130953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt254692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt459138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-202793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7149024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt838822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-192033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-2227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1213422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14501599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1528271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt161635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17191683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt186229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1912579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt206116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt216930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt224846713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2328585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-18271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2543273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt261368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-130953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt254692

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,967,874
Liabilities
$10,000,000
Net assets
$133,967,874
Revenue
$35,298,919
Expenses
$35,831,727
Net income
-$532,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$219$132$86.8$43.2$74.4$31.2
2023Detailed filing. Detailed filing data is available for this year.$211$93.0$118$21.6$49.0$27.4
2022Detailed filing. Detailed filing data is available for this year.$195$50.0$145$50.7$35.6$15.2
2021Detailed filing. Detailed filing data is available for this year.$165$34.3$130$48.4$52.2$3.72
2020Detailed filing. Detailed filing data is available for this year.$144$10.0$134$35.3$35.8$0.53
2019Detailed filing. Detailed filing data is available for this year.$98.9$0.00$98.9$38.0$36.2$1.88
2018Detailed filing. Detailed filing data is available for this year.$97.0$0.00$97.0$34.3$29.6$4.70
2017Detailed filing. Detailed filing data is available for this year.$102$10.0$92.3$62.1$37.3$24.8
2015Detailed filing. Detailed filing data is available for this year.$287$0.00$287$69.2$46.5$22.7
2014Detailed filing. Detailed filing data is available for this year.$264$0.00$264$50.4$37.8$12.6
2013Summary only. Only limited summary data is available for this year.$252$0.00$48.5$31.9$16.6
2012Summary only. Only limited summary data is available for this year.$235$0.00$44.9$39.0$5.89
2011Summary only. Only limited summary data is available for this year.$229$0.00$43.4$31.1$12.3