Civic Intelligence

Hamilton Foundation Inc

990 • Fiscal year 2013 • EIN 35-1764275

Jul 01, 2012 to Jun 30, 2013 • Filed on Mar 31, 2014

Organization Profile
31869 Chicago Trail46552-9639
Siviq Scores

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

Liabilities / Assets

64th percentile

0.16x

Higher debt load relative to assets than 64% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

63rd percentile

7.3%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$852,158

Up $58,004 (+7.3%) from 2012

Net Assets

Up

$715,038

Up $66,974 (+10%) from 2012

Liabilities

Down

$137,120

Down $8,970 (-6.1%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$18,312

Down $238 (-1.3%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2013

Assets$852,158
Liabilities$137,120
Net Assets$715,038
Open 2013 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

2013

Revenue-
Expenses$18,312
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Mar 31, 2014
Return Version
2012v2.1
Gross Receipts
$85,912
Filing and Contact Details

Filer

EIN
35-1764275
Raw XML AppendixShowing 400 of 589 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 DBA HAMILTON GROVE
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine11CHICAGO TRAIL VILLAGE
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0ENDOWMENT FUNDS ARE HELD BY HAMILTON FOUNDATION INC. FOR THE BENEFIT OF HAVEN HUBBARD HOMES, INC.. HAMILTON FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PERPETUAL SOURCE OF SUPPORT TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS WHILE SEEKING TO PRESERVE THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE PURPOSE OF THE ENDOWMENTS IS TO PROVIDE SUPPORT FOR THE CHARITABLE PROGRAMS OF HAVEN HUBBARD HOMES, INC.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1THE INTERNAL REVENUE SERVICE HAS RULED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS BEEN DETERMINED TO BE A PUBLICLY SUPPORTED ORGANIZATION AND NOT A PRIVATE FOUNDATION. ACCORDINGLY, THE ORGANIZATION'S NET INVESTMENT INCOME IS NOT SUBJECT TO EXCISE TAX AND GIFTS MADE TO THE ORGANIZATION ARE DEDUCTIBLE ON THE PART OF DONORS, SUBJECT TO SPECIFIED LIMITATIONS FOR CHARITABLE CONTRIBUTIONS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:
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IRS990ScheduleD/OtherLiabilities/Description0ANNUITIES PAYABLE
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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 2014, AND IS RENEWABLE ANNUALLY FOR ADDITIONAL ONE YEAR PERIODS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE 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/Explanation2HAVEN HUBBARD HOMES, INC. HAS A SERIES OF CONTROLLING 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/Explanation3SEE NARRATIVE FOR PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/Explanation4A 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/Explanation5BOARD MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST 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/Explanation6HAMILTON 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, LEADINGAGE 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 LEADINGAGE, FORMERLY 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 2013 THIS POSITION WAS AT THE 69TH PERCENTILE OF THE RANGE FOR THIS POSITION IN BASE COMPENSATION AND THERE WAS NO VARIABLE PAY COMPENSATION FOR THIS POSITION IN FY 2013. THIS PROCESS WAS LAST PERFORMED IN FISCAL YEAR 2013.
IRS990ScheduleO/GeneralExplanation/Explanation7GOVERNING 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/Explanation8THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990, PART XII, LINE 2C:
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$852,158
Liabilities
$137,120
Net assets
$715,038
Revenue
-
Expenses
$18,312
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