Civic Intelligence

The Charles Hoch Foundation

990PF • Fiscal year 2021 • EIN 23-6265016

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 29, 2022

Organization Profile
3440 Lehigh Street Box 431Allentown, PA 18103

(484) 553-4475

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

90th percentile

69%

Higher net margin than 90% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$4,000

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

73rd percentile

19%

Faster asset growth than 73% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

523%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,654,760

Up $896,981 (+19%) from 2020

Net Assets

Up

$5,654,760

Up $896,981 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin90th percentile

Revenue

Up

$1,303,210

Up $1,093,916 (+523%) from 2020

Expenses

Up

$406,229

Up $40,498 (+11%) from 2020

Net Income

Up

$896,981

Up $1,053,418 (+673%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $4,299,765Liabilities 2016: $0Net Assets 2016: $4,299,7652016Assets 2017: $5,215,549Liabilities 2017: $0Net Assets 2017: $5,215,5492017Assets 2018: $5,170,319Liabilities 2018: $0Net Assets 2018: $5,170,3192018Assets 2019: $4,914,216Liabilities 2019: $0Net Assets 2019: $4,914,2162019Assets 2020: $4,757,779Liabilities 2020: $0Net Assets 2020: $4,757,7792020Assets 2021: $5,654,760Liabilities 2021: $0Net Assets 2021: $5,654,7602021Assets 2022: $4,499,608Liabilities 2022: $0Net Assets 2022: $4,499,6082022Assets 2023: $4,264,726Liabilities 2023: $0Net Assets 2023: $4,264,7262023Assets 2024: $4,594,475Liabilities 2024: $0Net Assets 2024: $4,594,4752024

Highlighted filing

2021

Assets$5,654,760
Liabilities$0
Net Assets$5,654,760
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2016: $333,996Expenses 2016: $402,526Net Income 2016: -$68,5302016Revenue 2017: $1,311,753Expenses 2017: $395,969Net Income 2017: $915,7842017Revenue 2018: $349,479Expenses 2018: $394,709Net Income 2018: -$45,2302018Revenue 2019: $132,610Expenses 2019: $388,713Net Income 2019: -$256,1032019Revenue 2020: $209,294Expenses 2020: $365,731Net Income 2020: -$156,4372020Revenue 2021: $1,303,210Expenses 2021: $406,229Net Income 2021: $896,9812021Revenue 2022: -$783,555Expenses 2022: $371,597Net Income 2022: -$1,155,1522022Revenue 2023: $41,136Expenses 2023: $302,044Net Income 2023: -$260,9082023Revenue 2024: $650,025Expenses 2024: $320,276Net Income 2024: $329,7492024

Highlighted filing

2021

Revenue$1,303,210
Expenses$406,229
Net Income$896,981
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 29, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD DEMOTT SRSecretary-$4,000-$4,000
RICHARD S MILLERPresident-$4,000-$4,000
TIMOTHY DEMOTTTrustee-$2,000-$2,000
THOMAS M BUXTONTrustee-$2,000-$2,000
DEBORAH A SICHERTrustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
The Charles Hoch Foundation
EIN
23-6265016
Phone
4845534475
Address
3440 LEHIGH STREET BOX 431, ALLENTOWN, PA 18103

Signing Officer

Name
Richard S Miller
Title
President
Signed
2022-06-29

Preparer

Firm
Cloister Group
Address
245 BUTLER AVE STE 102, LANCASTER, PA 17601-6323
Preparer
Brad Rauch
Phone
7172097130
Raw XML Appendix330 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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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HOCHFOUNDATION.COM
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUESTS WILL BE CONSIDERED FROM TAX-EXEMPT ORGANIZATIONS. PURPOSE MUST BE STATED IN REQUEST AND A SPECIFIC AMOUNT SHOULD BE INCLUDED. WHEN MAKING THE APPLICATION, THE CHARITY SHALL INCLUDE A COPY OF ITS 501 (C)(3) LETTER, A COPY OF ITS MOST RECENT AUDITED FINANCIAL STATEMENT, A LIST OF CURRENT BOARD MEMBERS, AND A STATEMENT LISTING ITS CHARITABLE OBJECTIVES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE CHARLES H HOCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03440 LEHIGH ST 431
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ALLENTOWN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd018103
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE STATEMENT OF PURPOSE FOR PROVIDES ADDITIONAL CLARIFICATION OF ABOVE INCLUDING ANY RESTRICTIONS ON AWARDS. STATEMENT OF PURPOSE FOR THE CHARLES H. HOCH FOUNDATION THE PURPOSE OF THE CHARLES H. HOCH FOUNDATION IS TO RECEIVE AND TO EXPEND FUNDS FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES AND TO PROMOTE THE MORAL, PHYSICAL AND MENTAL WELL BEING AND PROGRESS OF MANKIND. RECIPIENTS OF THESE FUNDS MUST BE ACTIVELY ENGAGED IN ADVANCING THE ABOVE CAUSES, WHICH SERVE THE NEEDS OF PEOPLE IN THE LEHIGH VALLEY. REQUESTS FOR ASSISTANCE IN CAPITAL AND OPERATING COSTS WILL BE CONSIDERED. THE DIRECTORS, HOWEVER, NEED TO BE ASSURED THAT THE CHARITY IN QUESTION WILL USE THE FUNDS TO FURTHER THAT CHARITY'S BENEVOLENT GOALS. IN REQUESTING FUNDS FROM THE CHARLES H. HOCH FOUNDATION, THE CHARITY SHALL OUTLINE SPECIFICALLY HOW THE FUNDS WILL BE USED. A SPECIFIED DOLLAR AMOUNT SHOULD BE INCLUDED. WHEN MAKING AN APPLICAION, THE CHARITY SHALL INCLUDE A COPY OF ITS 501(C)(3) LETTER FROM THE IRS; A COPY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0REQUESTS ARE TYPICALLY REVIEWED TWICE EACH YEAR. THEY MUST BE SUBMITTED NO LATER THAN APRIL 1ST AND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0340000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd018101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0340000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/AppliedToCurrentYearAmt0123152
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0123152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0162971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0228242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0115052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0103161
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0123502
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0123502
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0838948
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0229522
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0162971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0228242
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0115052
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0103161
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0352674
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0229522
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0962450
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0732928
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MAILBOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MEETING MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6GIFTS & FLOWERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1980
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2229
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3121
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt454
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt560
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1980
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2229
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3122
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt454
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt559
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11960
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2458
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5119
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TEVYE COMPANY - ORD BUS INC
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt046
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt06223
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0ACCRUED DIVIDENDS RECEIVABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034306
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11948
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INDIRECT CUSTODIAN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt034306
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11948
TaxesSchedule/TaxesDetail/Amt03827
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03827
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD S MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARLES HOCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0236265016
ReturnHeader/Filer/PhoneNum04845534475
ReturnHeader/Filer/USAddress/AddressLine1Txt03440 LEHIGH STREET BOX 431
ReturnHeader/Filer/USAddress/CityNm0ALLENTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470936755
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLOISTER GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0245 BUTLER AVE STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0176016323
ReturnHeader/PreparerPersonGrp/PhoneNum07172097130
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD RAUCH
ReturnHeader/ReturnTs02022-07-06T10:52:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
$5,654,760
Liabilities
$0
Net assets
$5,654,760
Revenue
$1,303,210
Expenses
$406,229
Net income
$896,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.65$0.32$0.33
2023Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.04$0.30$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.78$0.37$1.16
2021Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.30$0.41$0.90
2020Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.21$0.37$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.13$0.39$0.26
2018Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.35$0.39$0.05
2017Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$1.31$0.40$0.92
2016Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.33$0.40$0.07