Civic Intelligence

Hwr Charitable Foundation C/O Martz Accountancy Corporation

990PF • Fiscal year 2021 • EIN 27-6166657

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 17, 2022

Organization Profile
7200 Redwood Blvd Ste 325Novato, CA 94945

(415) 898-6400

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

79th percentile

44%

Higher net margin than 79% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

32nd percentile

3.6%

Faster asset growth than 32% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

131%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$29,168,480

Up $1,008,911 (+3.6%) from 2020

Net Assets

Up

$29,168,480

Up $1,008,911 (+3.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin79th percentile

Revenue

Up

$2,286,935

Up $1,297,338 (+131%) from 2020

Expenses

Down

$1,278,024

Down $11,462 (-0.9%) from 2020

Net Income

Up

$1,008,911

Up $1,308,800 (+436%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$40M$30M$20M$10M$0Assets 2012: $3,738,124Liabilities 2012: $0Net Assets 2012: $3,738,1242012Assets 2013: $31,908,163Liabilities 2013: $4,513Net Assets 2013: $31,903,6502013Assets 2014: $31,237,581Liabilities 2014: $0Net Assets 2014: $31,237,5812014Assets 2015: $32,388,097Liabilities 2015: $13,386Net Assets 2015: $32,374,7112015Assets 2016: $31,788,474Liabilities 2016: $0Net Assets 2016: $31,788,4742016Assets 2018: $27,924,147Liabilities 2018: $8,487Net Assets 2018: $27,915,6602018Assets 2019: $28,459,458Liabilities 2019: $0Net Assets 2019: $28,459,4582019Assets 2020: $28,159,569Liabilities 2020: $0Net Assets 2020: $28,159,5692020Assets 2021: $29,168,480Liabilities 2021: $0Net Assets 2021: $29,168,4802021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$29,168,480
Liabilities$0
Net Assets$29,168,480
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$40M$20M$0-$20M-$40MExpenses 2012: $7,8812012Revenue 2013: $933,342Expenses 2013: $1,350,060Net Income 2013: -$416,7182013Revenue 2014: $1,690,180Expenses 2014: $2,356,249Net Income 2014: -$666,0692014Revenue 2015: $1,481,584Expenses 2015: $457,630Net Income 2015: $1,023,9542015Revenue 2016: $1,042,055Expenses 2016: $1,628,292Net Income 2016: -$586,2372016Revenue 2018: $2,333,512Expenses 2018: $1,354,410Net Income 2018: $979,1022018Revenue 2019: $877,592Expenses 2019: $333,794Net Income 2019: $543,7982019Revenue 2020: $989,597Expenses 2020: $1,289,486Net Income 2020: -$299,8892020Revenue 2021: $2,286,935Expenses 2021: $1,278,024Net Income 2021: $1,008,9112021Revenue 2022: $1,611,055Expenses 2022: $30,779,535Net Income 2022: -$29,168,4802022

Highlighted filing

2021

Revenue$2,286,935
Expenses$1,278,024
Net Income$1,008,911
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 17, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL A ROBINSONTrustee-$0--
PAULI ROBINSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Hwr Charitable Foundation
EIN
27-6166657
Phone
4158986400
Address
7200 REDWOOD BLVD STE 325, NOVATO, CA 94945

Signing Officer

Name
Michael Robinson
Title
Co-trustee
Phone
4158986400
Signed
2022-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Martz Accountancy Corporation
Address
7200 REDWOOD BLVD SUITE 325, NOVATO, CA 94945
Preparer
Thomas E Martz
Phone
4158986400
Raw XML Appendix347 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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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02030578
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt097123
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NET SECTION 1231 GAIN FROM PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL A ROBINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAULI ROBINSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NOVATO
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JANE SWAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0235 MONTGOMERY ST STE 850
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04158140587
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ELEEMONSYNARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MARIN COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT PUBLIC CHARIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05 HAMILTON LANDING 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NOVATO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094949
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0569015
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0433792
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01726976
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01002807
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01157961
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0433792
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt017210
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL TAX OVERPAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt017210
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt017210
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT PASSTHROUGH FEES/OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1230913
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt211570
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt329896
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1230913
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt211570
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt329896
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04158986400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HWR CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HWRC
ReturnHeader/Filer/EIN0276166657
ReturnHeader/Filer/PhoneNum04158986400
ReturnHeader/Filer/USAddress/AddressLine1Txt07200 REDWOOD BLVD STE 325
ReturnHeader/Filer/USAddress/CityNm0NOVATO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094945
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463097344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTZ ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07200 REDWOOD BLVD SUITE 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVATO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094945
ReturnHeader/PreparerPersonGrp/PhoneNum04158986400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E MARTZ
ReturnHeader/ReturnTs02022-10-31T16:17:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBINSON
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
$29,168,480
Liabilities
$0
Net assets
$29,168,480
Revenue
$2,286,935
Expenses
$1,278,024
Net income
$1,008,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.61$30.8$29.2
2021Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$2.29$1.28$1.01
2020Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$0.99$1.29$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$0.00$28.5$0.88$0.33$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.01$27.9$2.33$1.35$0.98
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$0.00$31.8$1.04$1.63$0.59
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$0.01$32.4$1.48$0.46$1.02
2014Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$1.69$2.36$0.67
2013Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$0.93$1.35$0.42
2012Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.01