Civic Intelligence

Hodges Charitable Foundation

990PF • Fiscal year 2012 • EIN 27-5384529

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

231 S Lasalle St Il1231101360604
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$96,335

Up $96,335 from 2011

Net Assets

Up

$96,335

Up $96,335 from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,703

Up $5,703 from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $96,335Liabilities 2012: $0Net Assets 2012: $96,3352012Assets 2019: $240,522Liabilities 2019: $0Net Assets 2019: $240,5222019Assets 2020: $229,338Liabilities 2020: $0Net Assets 2020: $229,3382020

Highlighted filing

2012

Assets$96,335
Liabilities$0
Net Assets$96,335

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $02011Expenses 2012: $5,7032012Revenue 2019: $21,499Expenses 2019: $50,886Net Income 2019: -$29,3872019Revenue 2020: $17,249Expenses 2020: $28,463Net Income 2020: -$11,2142020

Highlighted filing

2012

Revenue-
Expenses$5,703
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUTHER HODGESTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEDUCATIONAL FOUNDATION INCGENERALPUBLIC CHARITYLENOIR, NC, US$5,000
Filing and Contact Details

Filer

EIN
27-5384529
Raw XML Appendix381 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue14250
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue23500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue36500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV022727
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV14308
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV23559
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV36829
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0PIMCO TOTAL RETURN FUND INSTL 2021.951 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND INSTL 434.303 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2TEMPLETON GLOBAL BD FUND ADVISOR CL 266.768 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3COLUMBIA INCOME OPPORTUNITIES FUND CL Z 677.439 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue03000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue21500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue42036
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue52911
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue63820
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue71500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue87843
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue92500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue104000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03104
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11061
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV21609
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV34825
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV42002
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV52941
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV64008
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV71613
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV87974
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV92578
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV104058
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COLUMBIA ACORN FUND CLASS Z SHARES 101.935 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1COLUMBIA ACORN INTERNATIONAL FUND CLASS Z SHARES 25.988 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2INVESCO INTL GROWTH FUND CL Y 55.7 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ASTON MONTAG & CALDWELL GROWTH FUND CL I 201.45 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4WISDOMTREE EMERGING MKTS HIGH YIELDING EQUITY FUND 35 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5VANGUARD INDEX TR VANGUARD MID-CAP VALUE ETF 50 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6VANGUARD FTSE EMERGING MKTS ETF 90 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7THORNBURG INTL VALUE FUND CL I 57.427 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8FEDERATED STRATEGIC VALUE FUND INSTL 1597.938 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9COLUMBIA SELECT LARGE CAP GROWTH FUND CLASS Z SHARES 186.012 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10COLUMBIA SMALL CAP CORE FUND CLASS Z SHARES 249.856 UNITS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01750
InvestmentsOtherSchedule2/InvestmentsOther/BookValue11750
InvestmentsOtherSchedule2/InvestmentsOther/BookValue22000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue33500
InvestmentsOtherSchedule2/InvestmentsOther/BookValue41750
InvestmentsOtherSchedule2/InvestmentsOther/BookValue52000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue61948
InvestmentsOtherSchedule2/InvestmentsOther/BookValue75250
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0AQR DIVERSIFIED ARBITRAGE FUND CL I 157.8 UNITS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1AQR MANAGED FUTURES STRATEGY FUND CL I 177.485 UNITS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2PIMCO ALL ASSET ALL AUTH FUND INSTL CL 178.571 UNITS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3PERMANENT PORTFOLIO 71.839 UNITS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4NATIXIS FDS TR II ASG GLOBAL ALTERNATIVES FUND CL Y 163.094 UNITS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5NUVEEN REAL ESTATE SECS FUND CL Y 93.897 UNITS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6VANGUARD REIT ETF 30 UNITS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7CREDIT SUISSE COMMODITY-RETURN STRATEGY FUND CL I 661.081 UNITS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01742
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV11736
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV21980
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV33494
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV41748
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV51996
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV61974
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV75308
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA047838
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss097950
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm03635
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome047838
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0703
IRS990PF/BalanceSheets/CapitalStockBOY00
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IRS990PF/BalanceSheets/CashEOY04527
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IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY00
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV097701
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12012-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22012-01-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01500 SHS SAN JUAN BASIN RTY TR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11500 SHS SAN JUAN BASIN RTY TR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22000 SHS SAN JUAN BASIN TRY TR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CAPITAL GAINS DIVIDENDS
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted04182
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04182
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IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
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IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10EDUCATIONAL FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101914 HICKORY BLVD SW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LENOIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode028645
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear04182
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04182
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0818
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0818
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions05000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0818
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0818
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions097950
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10328 SHULLS MILL ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0BOONE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode028607
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0LUTHER H HODGES JR
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02012-01-31
IRS990ScheduleB/NoncashProperty/FairMarketValue097950
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription05000 UNITS OF SAN JUAN BASIN REALITY TRUST
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount043630
OtherDecreasesSchedule/OtherDecreases/Amount1120
OtherDecreasesSchedule/OtherDecreases/Description0UNREALIZED GAIN ON CONTRIBUTION OF SECURITIES
OtherDecreasesSchedule/OtherDecreases/Description1TRANSACTIONS POSTED IN 2013 TAXED IN 2012
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0556
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount125
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount2122
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1FOREIGN TAX
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2OTHER EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps20
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0556
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome125
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome2122
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0275384529
ReturnHeader/Filer/Name/BusinessNameLine10HODGES CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0HODG
ReturnHeader/Filer/Phone08664554350
ReturnHeader/Filer/USAddress/AddressLine10231 S LASALLE ST IL12311013
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060604
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-15
ReturnHeader/Officer/Name0LUTHER HODGES
ReturnHeader/Officer/Phone08664554350
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0363697893
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LASALLE BANK - TAX SERVICES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10135 S LASALLE ST 2060
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CHICAGO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode060603
ReturnHeader/Preparer/Name0SANDRA L UFEN
ReturnHeader/Preparer/Phone03129042375
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T16:31:27-06:00

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