Civic Intelligence

Hattie I Blum Foundation

EIN 27-6266188 • Appleton, WI

Thrivent Finl Bank PO Box 2817Appleton, WI 54912-2817
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-132%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$11,507

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-4.3%

Faster asset growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-48%

Faster revenue growth than 7% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,460,108

Down $66,305 (-4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,460,108

Down $66,305 (-4.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin4th percentile

Revenue

Down

$49,998

Down $46,564 (-48%) from 2023

Expenses

Up

$116,094

Up $1,781 (+1.6%) from 2023

Net Income

Down

-$66,096

Down $48,345 (-272%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,662,216Liabilities 2010: $0Net Assets 2010: $1,662,2162010Assets 2011: $1,733,155Liabilities 2011: $0Net Assets 2011: $1,733,1552011Assets 2012: $1,688,944Liabilities 2012: $0Net Assets 2012: $1,688,9442012Assets 2013: $1,720,664Liabilities 2013: $0Net Assets 2013: $1,720,6642013Assets 2014: $1,696,821Liabilities 2014: $0Net Assets 2014: $1,696,8212014Assets 2015: $1,643,326Liabilities 2015: $0Net Assets 2015: $1,643,3262015Assets 2016: $1,627,367Liabilities 2016: $0Net Assets 2016: $1,627,3672016Assets 2017: $1,644,017Liabilities 2017: $0Net Assets 2017: $1,644,0172017Assets 2018: $1,579,734Liabilities 2018: $0Net Assets 2018: $1,579,7342018Assets 2019: $1,645,394Liabilities 2019: $0Net Assets 2019: $1,645,3942019Assets 2020: $1,634,492Liabilities 2020: $0Net Assets 2020: $1,634,4922020Assets 2021: $1,643,130Liabilities 2021: $0Net Assets 2021: $1,643,1302021Assets 2022: $1,544,119Liabilities 2022: $0Net Assets 2022: $1,544,1192022Assets 2023: $1,526,413Liabilities 2023: $0Net Assets 2023: $1,526,4132023Assets 2024: $1,460,108Liabilities 2024: $0Net Assets 2024: $1,460,1082024

Highlighted filing

2024

Assets$1,460,108
Liabilities$0
Net Assets$1,460,108
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2010: $102,8102010Expenses 2011: $117,2502011Expenses 2012: $118,1102012Revenue 2013: $148,832Expenses 2013: $117,112Net Income 2013: $31,7202013Revenue 2014: $93,279Expenses 2014: $117,122Net Income 2014: -$23,8432014Revenue 2015: $56,160Expenses 2015: $113,250Net Income 2015: -$57,0902015Revenue 2016: $90,195Expenses 2016: $110,968Net Income 2016: -$20,7732016Revenue 2017: $148,492Expenses 2017: $132,553Net Income 2017: $15,9392017Revenue 2018: $70,966Expenses 2018: $134,363Net Income 2018: -$63,3972018Revenue 2019: $176,355Expenses 2019: $110,785Net Income 2019: $65,5702019Revenue 2020: $86,481Expenses 2020: $98,153Net Income 2020: -$11,6722020Revenue 2021: $134,989Expenses 2021: $133,338Net Income 2021: $1,6512021Revenue 2022: $17,358Expenses 2022: $117,276Net Income 2022: -$99,9182022Revenue 2023: $96,562Expenses 2023: $114,313Net Income 2023: -$17,7512023Revenue 2024: $49,998Expenses 2024: $116,094Net Income 2024: -$66,0962024

Highlighted filing

2024

Revenue$49,998
Expenses$116,094
Net Income-$66,096
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,460,108
Liabilities
$0
Net assets
$1,460,108
Revenue
$49,998
Expenses
$116,094
Net income
-$66,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.05$0.12$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.10$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.02$0.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.13$0.13$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.09$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.18$0.11$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.07$0.13$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.15$0.13$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.09$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.06$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.09$0.12$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.15$0.12$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THRIVENT FINANCIAL BANK-STEVE REMARTrustee-$11,507-$11,507
Filing and Contact Details

Filer

Filer Name
Hattie I Blum Foundation
EIN
27-6266188
Phone
9206285142
Address
THRIVENT FINL BANK PO BOX 2817, APPLETON, WI 54912-2817

Signing Officer

Name
Thrivent Financial Bank
Title
Sr Personal Trust Officer
Phone
9206285142
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
55 JEWELERS PARK DR 200 PO BOX 679, NEENAH, WI 54957-0679
Preparer
Kimberly Iley CPA
Phone
9207222141
Raw XML Appendix310 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/PersonsWithBooksName/BusinessNameLine1Txt0THRIVENT FINANCIAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum09206285142
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029569
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt159137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE AND RELIGIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE AND RELIGIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RADIO STATION KFUO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TIMOTHY LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE ORG-WORLD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITABLE ORG - CHU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01333 SOUTH KIRKWOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16704 FYLER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163139
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt088706
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/AppliedToCurrentYearAmt081761
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt081761
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05957
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05957
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041073
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010872
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08170
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07823
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt092633
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010872
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047030
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036158
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0209
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011507
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011507
TaxesSchedule/TaxesDetail/Amt0447
TaxesSchedule/TaxesDetail/Amt1868
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1868
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0447
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THRIVENT FINANCIAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR PERSONAL TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09206285142
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HATTIE I BLUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HATT
ReturnHeader/Filer/EIN0276266188
ReturnHeader/Filer/PhoneNum09206285142
ReturnHeader/Filer/USAddress/AddressLine1Txt0THRIVENT FINL BANK PO BOX 2817
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549122817
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 JEWELERS PARK DR 200 PO BOX 679
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEENAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549570679
ReturnHeader/PreparerPersonGrp/PhoneNum09207222141
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ILEY CPA
ReturnHeader/ReturnTs02025-04-24T15:24:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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