Civic Intelligence

Hoffman Charitable Trust

990PF • Fiscal year 2013 • EIN 35-6624421

Jan 01, 2013 to Dec 31, 2013 • Filed on May 06, 2014

PO Box 20146322

(219) 838-3318

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

9th percentile

-62%

Higher net margin than 9% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$500

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

$852,921

No earlier filing loaded for comparison.

Net Assets

$852,918

No earlier filing loaded for comparison.

Liabilities

$3

No earlier filing loaded for comparison.

Revenue

$57,943

No earlier filing loaded for comparison.

Expenses

$94,113

No earlier filing loaded for comparison.

Net Income

-$36,170

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$852,921
Liabilities$3
Net Assets$852,918

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$57,943
Expenses$94,113
Net Income-$36,170
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 6, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORIS KENNEDYPresident & CEOPT$500-$500
BROCK HOFFMANDirectorPT$500-$500
SHAY FRANCISDirectorPT$500-$500
KENT HOFFMANDirectorPT$500-$500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-unrestricted501C3Columbus, IN, US$7,255
Paid Grant-unrestricted501C3South Bend, IN, US$6,000
Paid Grant-UNRESTRICTED501(C)(3)SANTA BARBARA, CA, US$6,000
Paid Grant-unrestricted501C3HIGHLAND, IN, US$5,000
Paid Grant-unrestricted501C3Munster, IN, US$5,000
Paid Grant-UNRESTRICTED501(C)(3)HOBART, IN, US$5,000
Paid Grant-UNRESTRICTED501(C)(3)NORTH JUDSON, IN, US$5,000
Paid Grant-UNRESTRICTED501(C)(3)VALPARAISO, IN, US$2,000
Paid Grant-UNRESTRICTED501(C)(3)EAST CHICAGO, IN, US$1,000
Paid Grant-UNRESTRICTED501(C)(3)CALUMET, IN, US$100
Filing and Contact Details

Filer

EIN
35-6624421
Phone
2198383318

Signing Officer

Name
Doris Kennedy
Title
President & CEO
Signed
2014-05-06
Discuss with paid preparer
Yes

Preparer

Preparer
Ralph J Schindler
Phone
3125541040
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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/TitleTxt3Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11100 BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine126989 TRANSIT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0463221429
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode114043
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt046617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt030000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt023225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt029660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt031645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt062935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.02741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06042
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0863410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0847312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0499177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0523793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0722314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt042355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.26912
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt042355
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt042355
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt042355
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0463221429
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IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10DORIS KENNEDY
IRS990PF/StatementsRegardingActyGrp/PhoneNum02198383308
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TRUST MAKES CHARITABLE DONATIONS TO SELECT 501(C)(3) ENTITIES. SEE PART XV FOR LIST OF RECIPIENTS PAID DURING THE YEAR.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17255
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FOOD BANK OF NORTHERN INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FRIENDS OF HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2FIRST CHRISTIAN CHURCH OF HIGHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4DIRECT RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5FIRST UNITARIAN CHURCH OF HOBART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6HUMANE SOCIETY OF CALUMET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7LUTHERAN DEACONESS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8NAZARETH HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9STARKE HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6none
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8none

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