Civic Intelligence

Hamilton Foundation Inc

990 • Fiscal year 2011 • EIN 35-1764275

Jul 01, 2010 to Jun 30, 2011 • Filed on May 02, 2012

Organization Profile
31869 Chicago Trail46552-9639
Siviq Scores

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

Liabilities / Assets

66th percentile

0.20x

Higher debt load relative to assets than 66% of similar nonprofits.

2011 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets66th percentile

Assets

$791,715

No earlier filing loaded for comparison.

Net Assets

$637,314

No earlier filing loaded for comparison.

Liabilities

$154,401

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$22,851

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2011: $791,715Liabilities 2011: $154,401Net Assets 2011: $637,3142011Assets 2012: $794,154Liabilities 2012: $146,090Net Assets 2012: $648,0642012Assets 2013: $852,158Liabilities 2013: $137,120Net Assets 2013: $715,0382013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2011

Assets$791,715
Liabilities$154,401
Net Assets$637,314
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0Expenses 2011: $22,8512011Expenses 2012: $18,5502012Expenses 2013: $18,3122013Revenue 2014: $19,196Expenses 2014: $7,744Net Income 2014: $11,4522014

Highlighted filing

2011

Revenue-
Expenses$22,851
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 2, 2012
Return Version
2010v3.4
Gross Receipts
$306,426
Filing and Contact Details

Filer

EIN
35-1764275
Raw XML AppendixShowing 400 of 562 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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IRS990/ActivityOrMissionDescription0HAMILTON FOUNDATION IS COMMITTED TO HELPING SENIORS LIVE LIFE TO THE FULLEST. THE FOUNDATION PRESENTS THE HAMILTON GROVE STORY AND IT'S COMMITTED TO CREATING A PASSION FOR HAMILTON GROVE, A RELATED TAX-EXEMPT ORGANIZATION, BY EDUCATING DONORS ABOUT CHARITABLE GIFT OPPORTUNITIES. THE FOUNDATION SUPPORTS HAMILTON GROVE AND ITS MISSION WITH FINANCIAL RESOURCES THAT ENABLE HAMILTON GROVE TO PERPETUATE THE QUALITY PROGRAMS THAT ARE AVAILABLE TO EACH RESIDENT.
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IRS990/MissionDescription0HAMILTON FOUNDATION IS COMMITTED TO HELPING SENIORS LIVE LIFE TO THE FULLEST. THE FOUNDATION PRESENTS THE HAMILTON GROVE STORY AND IT'S COMMITTED TO CREATING A PASSION FOR HAMILTON GROVE, A RELATED TAX-EXEMPT ORGANIZATION, BY EDUCATING DONORS ABOUT CHARITABLE GIFT OPPORTUNITIES. THE FOUNDATION SUPPORTS HAMILTON GROVE AND ITS MISSION WITH FINANCIAL RESOURCES THAT ENABLE HAMILTON GROVE TO PERPETUATE THE QUALITY PROGRAMS THAT ARE AVAILABLE TO EACH RESIDENT.
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IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10HAVEN HUBBARD HOMES INC
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine11CHICAGO TRAIL VILLAGE
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IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION IS UNDER A MANAGEMENT/AFFILIATION CONTRACT WITH GREENCROFT RETIREMENT COMMUNITIES, INC. (GRC), A RELATED TAX-EXEMPT ORGANIZATION. ACCORDING TO THE AGREEMENT, GRC HAS THE SOLE AND EXCLUSIVE RIGHT TO SUPERVISE, MANAGE, AND OPERATE THE ORGANIZATION'S FACILITY ("THE FACILITY"). IN ADDITION, GRC HAS THE SOLE CONTROL AND DISCRETION WITH REGARD TO THE OPERATION AND MANAGEMENT OF THE FACILITY FOR ALL CUSTOMARY PURPOSES, AS WELL AS THE RIGHT TO DETERMINE ALL OPERATING POLICIES AFFECTING OR CONCERNING THE APPEARANCE AND MAINTENANCE STANDARDS OF OPERATION, AND ANY OTHER MATTER AFFECTING THE FACILITY OR THE OPERATION THEREOF. THE AGREEMENT TERMINATES IN JUNE 2012, AND IS RENEWABLE ANNUALLY FOR ADDITIONAL ONE YEAR PERIODS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ARTICLES OF INCORPORATION WERE AMENDED TO REVISE THE PURPOSES OF THE ORGANIZATION TO CLEARLY INDICATE THAT THE ENTITY IS INTENDED TO BE A TYPE I SUPPORTING ORGANIZATION UNDER IRC SECTION 509(A)(3) AND TO CLARIFY THAT THE ORGANIZATION IS CONTROLLED BY HAVEN HUBBARD HOMES, INC. THE AMENDMENT ALSO MODIFIED THE NUMBER OF DIRECTORS AND CLARIFIED THAT THEY ARE APPOINTED BY HAVEN HUBBARD HOMES, INC. THE BYLAWS WERE AMENDED TO MAKE CLEAR THE RELATIONSHIP TO HAVEN HUBBARD HOMES, INC. AND THAT THE ORGANIZATION IS INTENDED TO BE A TYPE I SUPPORTING ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION HAS ONE MEMBER, HAVEN HUBBARD HOMES, INC., WHO IS ALSO A RELATED TAX-EXEMPT ORGANIZATION. ALL DIRECTORS OF THE ORGANIZATION ARE APPOINTED BY HAVEN HUBBARD HOMES, INC., AN INDIANA NOT-FOR-PROFIT CORPORATION.
IRS990ScheduleO/GeneralExplanation/Explanation3HAVEN HUBBARD HOMES, INC. HAS A SERIES OF CONTOLLING OR APPROVING ROLES FOR THIS ORGANIZATION WHICH INCLUDE: 1.) ALL DIRECTORS ARE APPONTED BY HAVEN HUBBARD HOMES, INC. 2.) BOARD MEMBERS MAY BE REMOVED BY HAVEN HUBBARD HOMES, INC. 3.) ANY VACANCY IN BOARD MEMBERSHIP IS FILLED BY HAVEN HUBBARD HOMES, INC. 4.) ANY VACANCY IN THE CHAIRMANSHIP WILL BE FILLED BY HAVEN HUBBARD HOMES, INC. 5.) THE PRESIDENT IS SUBJECT TO APPROVAL BY HAVEN HUBBARD HOMES, INC. 6.) ANY OFFICER MAY BE REMOVED BY HAVEN HUBBARD HOMES, INC. AT ANY TIME. 7.) THE ORGANIZATION MAY NOT AMEND OR REPEAL ITS BYLAWS WITHOUT PRIOR APPROVAL OF HAVEN HUBBARD HOMES, INC.
IRS990ScheduleO/GeneralExplanation/Explanation4SEE NARRATIVE FOR PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/Explanation5A FINAL DRAFT OF THE FULL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, IS PRESENTED BY OUR TAX ADVISORS TO THE ORGANIZATION'S AUDIT COMMITTEE AT A REGULARLY SCHEDULED MEETING. A COPY OF THE FINAL DRAFT IS THEN PROVIDED TO EACH BOARD MEMBER PRIOR TO ITS FILING. THIS ALLOWS THE BOARD OF DIRECTORS AND MANAGEMENT TO REVIEW AND PROVIDE COMMENTS AND EXPLANATIONS REGARDING THE FORM.
IRS990ScheduleO/GeneralExplanation/Explanation6BOARD MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTERESTS THEY MAY HAVE WITH THE ORGANIZATION. THE TREASURER REVIEWS EACH POLICY STATEMENT SIGNED BY THESE INDIVIDUALS TO DETERMINE IF ANY CONFLICTS HAVE OCCURRED AND NEED TO BE BROUGHT TO THE ATTENTION OF THE BOARD. IF A CONFLICT ARISES, THE RESPECTIVE BOARD MEMBER WILL ABSTAIN HIM/HERSELF FROM ANY RELATED DISCUSSION, VOTE OR SIMILAR ACTION ON THE MATTER.
IRS990ScheduleO/GeneralExplanation/Explanation7HAMILTON GROVE, CHICAGO TRAIL VILLAGE AND HAMILTON FOUNDATION'S (HG) PHILOSOPHY IS TO COMPENSATE TEAM MEMBERS IN A FAIR MANNER FOR THE WORTH OF WORK PROVIDED WITHIN THE CURRENT MARKET VALUE RANGE FOR EACH POSITION IN THE ORGANIZATION. HG CONDUCTS PERIODIC REVIEW OF THE MARKET TO DEVELOP AVERAGE WAGES FOR POSITIONS WITHIN HAMILTON GROVE. HAMILTON GROVE STARTS EMPLOYEES THAT MEET THE MINIMUM REQUIREMENTS FOR THE POSITION AT/OR NEAR THE STARTING WAGE. WE MAKE ADJUSTMENTS TO THE STARTING WAGE BASED ON YEARS OF EXPERIENCE IN THAT SPECIFIC POSITION. OUR COMPENSATION PHILOSOPHY FOR STAFF OF OUR ORGANIZATION IS BASED ON VARIOUS TIERS. THE FIRST TIER IS GENERAL STAFF. WE HAVE HIRED AN OUTSIDE CONSULTANT TO DEVELOP A COMPENSATION SYSTEM FOR ALL OF HAMILTON GROVE'S POSITIONS. THE CONSULTANTS DEVELOPED A SYSTEM WITH WAGE SCALES THAT USE THE MARKETPLACE AVERAGE FOR KEY POSITIONS AS THE STARTING POINT FOR THE SCALES. THE WAGES SCALES HAVE A MINIMUM, A 25TH PERCENTILE, A 50TH PERCENTILE (AVERAGE) A 75TH PERCENTILE AND A MAXIMUM. WE STRIVE TO KEEP OUR AVERAGE FOR POSITIONS AT THE MID-POINT OF A RANGE DEVELOPED BY OUR CONSULTANTS. PERIODICALLY WE HIRE A CONSULTANT TO UPDATE THE MARKETPLACE AVERAGE FOR SEVERAL KEY POSITIONS. THE CONSULTANT WILL USE AREA MARKETPLACE DATA, AAHSA DATA, AND OTHER INDUSTRY DATA TO DEVELOP THE AVERAGE. OUR COMPENSATION PHILOSOPHY FOR MANAGEMENT AND EXECUTIVE STAFF (DIRECTORS AND VICE PRESIDENT) OF OUR ORGANIZATION IS SLIGHTLY DIFFERENT. THE SECOND TIER IS MANAGEMENT STAFF. THE WAGE SCALE SYSTEM IS THE SAME FOR OUR STAFF. HOWEVER, OUR POLICY STATES THAT DIRECTORS ARE LIKE OTHER STAFF AND CAN EARN UP TO THE 100TH PERCENTILE OF THE RANGE FOR THEIR POSITION. OUR THIRD TIER IS VICE PRESIDENT STAFF. THE WAGE SCALE SYSTEM IS THE SAME FOR OUR STAFF. HOWEVER, THERE IS ONE DIFFERENCE. THE POLICY STATES THAT VICE PRESIDENTS CAN EARN UP TO THE 85TH PERCENTILE OF THE RANGE FOR THEIR POSITION. THE RANGE USES THE MEDIAN AS THE MID-POINT NOT THE AVERAGE. GENERALLY THE MEDIAN IS BELOW THE AVERAGE. THE OVERALL COMPENSATION POLICY AND THE VP COMPENSATION POLICY ARE APPROVED BY THE GREENCROFT COMMUNITIES (GC) BOARD OF DIRECTORS. THE HAMILTON GROVE (HG) BOARD REVIEWS THE COMPENSATION POLICIES. ANNUALLY THE GC BOARD AND THE HG BOARD REVIEW THE COMPENSATION OF THE EXECUTIVE TEAM. THEY COMPARE CURRENT WAGES WITH NATIONAL DATA PROVIDED BY AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (AAHSA). THE BOARDS REVIEW THE CURRENT WAGE, THE PERCENTILE RANKING OF THE EMPLOYEE IN HIS/HER RESPECTIVE RANGE AND THE MEDIAN OF THE MARKETPLACE COMPARED TO THE MID-POINT OF THE EMPLOYEE'S RANGE. THE BOARDS DOCUMENT THESE MEETINGS AND ACTIONS TAKEN IN THEIR BOARD MINUTES. THE HG BOARD HAS REVIEWED THE BASE WAGE AND THE VARIABLE PAY FOR THE PRESIDENT OF HAMILTON GROVE. IN THE FISCAL YEAR 2011 THIS POSITION WAS AT THE 46TH PERCENTILE OF THE RANGE FOR THIS POSITION IN BASE COMPENSATION AND AT THE 56TH PERCENTILE OF THE MARKET FOR THE VARIABLE PAY COMPENSATION. THIS PROCESS WAS LAST CONDUCTED IN FISCAL YEAR 2011.
IRS990ScheduleO/GeneralExplanation/Explanation8GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
IRS990ScheduleO/GeneralExplanation/Explanation9DALE SHENK, TREASURER, DEVOTE APPROXIMATELY 40 HOURS PER WEEK TO GREENCROFT RETIREMENT COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION. HE ALSO DEVOTES APPROXIMATELY ONE HOUR PER WEEK TO THE FOLLOWING RELATED ORGANIZATIONS: CHICAGO TRAIL VILLAGE, INC. GREENCROFT COMMUNITIES FOUNDATION, INC. GREENCROFT GOSHEN, INC. GREENCROFT CENTRAL MANOR, INC. GREENCROFT MANOR II, INC. GREENCROFT MANOR III, INC. GREENCROFT MIDDLEBURY, INC. GREENCROFT HOME HEALTH SERVICES, INC. SOUTHFIELD VILLAGE, INC. HAVEN HUBBARD HOMES, INC. D/B/A HAMILTON GROVE WALNUT HILLS RETIREMENT COMMUNITIES, INC. OAK GROVE CHRISTIAN RETIREMENT VILLAGE, INC. GREENCROFT MANAGEMENT, INC. DAVID THOMPSON, PRESIDENT, AND JAN SEBASTY, SECRETARY, DEVOTE APPROXIMATELY 40 HOURS PER WEEK TO THE HAVEN HUBBARD HOMES, INC. D/B/A HAMILTON GROVE AND APPROXIMATELY TWO HOURS PER WEEK TO GREENCROFT RETIREMENT COMMUNITIES, INC., A RELATED TAX-EXEMPT ORGANIZATIONS. VARIOUS BOARD MEMBERS ALSO CONTRIBUTE TIME TO OTHER RELATED ORGANIZATIONS REPORTED IN SCHEDULE R.
IRS990ScheduleO/GeneralExplanation/Explanation10NET UNREALIZED GAINS ON INVESTMENTS: 84,407.
IRS990ScheduleO/GeneralExplanation/Explanation11THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/Identifier3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/Identifier4FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/Identifier5FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier6CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VII, SECTION A:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2C:
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Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$791,715
Liabilities
$154,401
Net assets
$637,314
Revenue
-
Expenses
$22,851
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$0.08$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.52$1.37$7.15$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.94$1.46$6.48$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.92$1.54$6.37$0.23