Civic Intelligence

Hoffman Charitable Trust

EIN 35-6624421 • Dyer, IN

1416 Briar Crossing DriveDyer, IN 46311
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$4,500

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

63rd percentile

3.4%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

69%

Faster revenue growth than 87% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$453,754

Up $14,955 (+3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$453,754

Up $14,955 (+3.4%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin80th percentile

Revenue

Up

$45,008

Up $18,344 (+69%) from 2022

Expenses

Up

$32,544

Up $102 (+0.3%) from 2022

Net Income

Up

$12,464

Up $18,242 (+316%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.0M$500K$0Assets 2013: $852,921Liabilities 2013: $3Net Assets 2013: $852,9182013Assets 2014: $831,742Liabilities 2014: $0Net Assets 2014: $831,7422014Assets 2015: $789,142Liabilities 2015: $0Net Assets 2015: $789,1422015Assets 2020: $465,444Liabilities 2020: $0Net Assets 2020: $465,4442020Assets 2021: $444,577Liabilities 2021: $0Net Assets 2021: $444,5772021Assets 2022: $438,799Liabilities 2022: $0Net Assets 2022: $438,7992022Assets 2023: $453,754Liabilities 2023: $0Net Assets 2023: $453,7542023

Highlighted filing

2023

Assets$453,754
Liabilities$0
Net Assets$453,754
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50KRevenue 2013: $57,943Expenses 2013: $94,113Net Income 2013: -$36,1702013Revenue 2014: $63,227Expenses 2014: $84,406Net Income 2014: -$21,1792014Revenue 2015: $15,485Expenses 2015: $58,085Net Income 2015: -$42,6002015Revenue 2020: $14,159Expenses 2020: $49,440Net Income 2020: -$35,2812020Revenue 2021: $20,703Expenses 2021: $41,570Net Income 2021: -$20,8672021Revenue 2022: $26,664Expenses 2022: $32,442Net Income 2022: -$5,7782022Revenue 2023: $45,008Expenses 2023: $32,544Net Income 2023: $12,4642023

Highlighted filing

2023

Revenue$45,008
Expenses$32,544
Net Income$12,464
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$453,754
Liabilities
$0
Net assets
$453,754
Revenue
$45,008
Expenses
$32,544
Net income
$12,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.45$0.33$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.27$0.32$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.21$0.42$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.14$0.49$0.35
2015Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.15$0.58$0.43
2014Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.63$0.84$0.21
2013Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.58$0.94$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH HOFFMANPresident-$4,500-$4,500
BROCK HOFFMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hoffman Charitable Trust
EIN
35-6624421
Phone
2198383318
Address
1416 BRIAR CROSSING DRIVE, DYER, IN 46311

Signing Officer

Name
Joseph Hoffman
Title
President
Phone
2198383318
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Randal K Mis Accounting Group
Address
812 CEDAR PKWY, SCHERERVILLE, IN 46375
Preparer
Randal K Mis CPA
Phone
2198648541
Raw XML AppendixShowing 400 of 408 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BROCK HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOSEPH HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100 BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11416 BRIAR CROSSING DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DEPEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146311
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt023000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt023000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOSEPH HOFFMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01416 BRIAR CROSSING DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DYER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046311
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02198383318
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TRUST MAKES CHARITABLE DONATIONS TO SELECT 501(C)(3) ENTITIES. SEE PART XIV FOR LIST OF RECIPIENTS PAID DURING THE YEAR.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RIDGE UNITED CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0600 SUPERIOR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18607 COLUMBIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2205 EAST WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MUNSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MUNSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAGRANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046321
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146321
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd246761
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01657
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021343
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020152
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018495
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021343
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDING/FIXTURES
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PTP-SUBURBAN PROPANE-NON-DED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REPAIRS & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0315
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1551
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0315
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1551
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt013538
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-11765
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-314
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-1050
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4-31
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt5-2
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PTP-WESTLAKE CHEMICAL-ORD INC
OtherIncomeSchedule2/OtherIncomeDetail/Desc2PTP-WESTLAKE CHEMICAL-EXP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3PTP-SUBURBAN PROPANE-ORD INC
OtherIncomeSchedule2/OtherIncomeDetail/Desc4PTP-SUBURBAN PROPANE-EXP
OtherIncomeSchedule2/OtherIncomeDetail/Desc5PTP-SUBURBAN PROPANE-OTHER
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-11765
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-314
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-1050
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-31
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4-2
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt013538
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-11765
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-314
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-1050
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-31
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-2
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-CASH CONTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt02123
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02123
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH HOFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02198383318
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOFFMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOFF
ReturnHeader/Filer/EIN0356624421
ReturnHeader/Filer/PhoneNum02198383318
ReturnHeader/Filer/USAddress/AddressLine1Txt01416 BRIAR CROSSING DRIVE
ReturnHeader/Filer/USAddress/CityNm0DYER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046311
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203199399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RANDAL K MIS ACCOUNTING GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0812 CEDAR PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHERERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046375
ReturnHeader/PreparerPersonGrp/PhoneNum02198648541
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDAL K MIS CPA

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