Civic Intelligence

Hoellen Family Foundation

990PF • Fiscal year 2016 • EIN 36-3209348

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 31, 2017

Organization Profile
1940 W Irving Park RoadChicago, IL 60613

(773) 327-4700

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

15th percentile

-30%

Higher net margin than 15% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$33,500

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

36th percentile

-1.4%

Faster asset growth than 36% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-55%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$7,067,140

Down $100,230 (-1.4%) from 2015

Net Assets

Down

$7,060,602

Down $100,217 (-1.4%) from 2015

Liabilities

Down

$6,538

Down $13 (-0.2%) from 2015

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin15th percentile

Revenue

Down

$333,168

Down $399,217 (-55%) from 2015

Expenses

Down

$433,383

Down $17,238 (-3.8%) from 2015

Net Income

Down

-$100,215

Down $381,979 (-136%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,596,487Liabilities 2011: $9,725Net Assets 2011: $6,586,7622011Assets 2012: $6,690,644Liabilities 2012: $22,010Net Assets 2012: $6,668,6342012Assets 2013: $7,008,073Liabilities 2013: $8,364Net Assets 2013: $6,999,7092013Assets 2014: $6,885,791Liabilities 2014: $6,736Net Assets 2014: $6,879,0552014Assets 2015: $7,167,370Liabilities 2015: $6,551Net Assets 2015: $7,160,8192015Assets 2016: $7,067,140Liabilities 2016: $6,538Net Assets 2016: $7,060,6022016Assets 2017: $6,923,120Liabilities 2017: $0Net Assets 2017: $6,923,1202017Assets 2018: $7,023,000Liabilities 2018: $544Net Assets 2018: $7,022,4562018Assets 2019: $7,002,670Liabilities 2019: $539Net Assets 2019: $7,002,1312019Assets 2020: $7,150,582Liabilities 2020: $2,753Net Assets 2020: $7,147,8292020Assets 2021: $7,257,080Liabilities 2021: $5,139Net Assets 2021: $7,251,9412021Assets 2022: $7,080,641Liabilities 2022: $3,242Net Assets 2022: $7,077,3992022Assets 2023: $6,878,521Liabilities 2023: $2,013Net Assets 2023: $6,876,5082023Assets 2024: $7,952,983Liabilities 2024: $2,862Net Assets 2024: $7,950,1212024

Highlighted filing

2016

Assets$7,067,140
Liabilities$6,538
Net Assets$7,060,602
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $374,3712011Expenses 2012: $408,8532012Revenue 2013: $651,961Expenses 2013: $393,964Net Income 2013: $257,9972013Revenue 2014: $288,710Expenses 2014: $410,434Net Income 2014: -$121,7242014Revenue 2015: $732,385Expenses 2015: $450,621Net Income 2015: $281,7642015Revenue 2016: $333,168Expenses 2016: $433,383Net Income 2016: -$100,2152016Revenue 2017: $276,833Expenses 2017: $413,270Net Income 2017: -$136,4372017Revenue 2018: $580,263Expenses 2018: $481,587Net Income 2018: $98,6762018Revenue 2019: $460,972Expenses 2019: $481,297Net Income 2019: -$20,3252019Revenue 2020: $634,415Expenses 2020: $488,717Net Income 2020: $145,6982020Revenue 2021: $571,879Expenses 2021: $467,767Net Income 2021: $104,1122021Revenue 2022: $274,709Expenses 2022: $449,251Net Income 2022: -$174,5422022Revenue 2023: $311,742Expenses 2023: $512,633Net Income 2023: -$200,8912023Revenue 2024: $1,593,701Expenses 2024: $520,088Net Income 2024: $1,073,6132024

Highlighted filing

2016

Revenue$333,168
Expenses$433,383
Net Income-$100,215
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN PALLANTETreasurerPT$33,500-$33,500
R HOELLENDirectorPT$12,000-$12,000
ELIZABETH WARDDirectorPT$12,000-$12,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL CONTRIBUTIONS-CHICAGO, IL, US$334,300
Filing and Contact Details

Filer

Filer Name
Hoellen Foundation
EIN
36-3209348
Phone
7733274700
Address
1940 W IRVING PARK ROAD, CHICAGO, IL 60613

Signing Officer

Name
Allan Pallante
Title
Treasurer
Phone
7733274700
Signed
2017-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Paquette & Company Ltd
Address
1208 W NORTHWEST HIGHWAY, PALATINE, IL 60067-1897
Preparer
Jerome a Sara
Phone
8479348900
Raw XML Appendix344 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/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07721454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07960720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08078919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07553332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07015436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06898543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0399243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241148
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0396253
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0399243
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02990
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0399243
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/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/IndividualWithBooksNm0ALLAN PALLANTE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01940 W IRVING PARK RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060613
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07733274700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT HOELLEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07733274701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01940 W IRVING PARK RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060613
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RAVENSWOOD AREA, CHICAGO IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JUNE 30TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0334300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060606
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0334300
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/AppliedToCurrentYearAmt0108235
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0291008
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0383083
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0399243
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0274848
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0291008
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE W/C
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13003
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21683
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33099
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13003
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21683
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33099
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ACCRUED PAYROLL
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0239
TaxesSchedule/TaxesDetail/Amt05411
TaxesSchedule/TaxesDetail/Amt12934
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02705
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02706
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12934
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN PALLANTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07733274700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOELLEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOEL
ReturnHeader/Filer/EIN0363209348
ReturnHeader/Filer/PhoneNum07733274700
ReturnHeader/Filer/USAddress/AddressLine1Txt01940 W IRVING PARK ROAD
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060613
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId077D71ED6ADEA0495973AF0BFF4723F6679972267
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07977F3F821008A57ABE336AAE1272AEC198B8600
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363122464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAQUETTE & COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01208 W NORTHWEST HIGHWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600671897
ReturnHeader/PreparerPersonGrp/PhoneNum08479348900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEROME A SARA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-25T08:56:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,067,140
Liabilities
$6,538
Net assets
$7,060,602
Revenue
$333,168
Expenses
$433,383
Net income
-$100,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$1.59$0.52$1.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.88$0.00$6.88$0.31$0.51$0.20
2022Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.27$0.45$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.26$0.01$7.25$0.57$0.47$0.10
2020Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.63$0.49$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$0.00$7.00$0.46$0.48$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.02$0.00$7.02$0.58$0.48$0.10
2017Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.28$0.41$0.14
2016Detailed filing. Detailed filing data is available for this year.$7.07$0.01$7.06$0.33$0.43$0.10
2015Detailed filing. Detailed filing data is available for this year.$7.17$0.01$7.16$0.73$0.45$0.28
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.01$6.88$0.29$0.41$0.12
2013Detailed filing. Detailed filing data is available for this year.$7.01$0.01$7.00$0.65$0.39$0.26
2012Detailed filing. Detailed filing data is available for this year.$6.69$0.02$6.67$0.41
2011Detailed filing. Detailed filing data is available for this year.$6.60$0.01$6.59$0.37