Civic Intelligence

Hoellen Family Foundation

990PF • Fiscal year 2018 • EIN 36-3209348

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 31, 2019

Organization Profile
1940 W Irving Park RdChicago, IL 60613

(773) 327-4700

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

20th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$37,000

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

51st percentile

1.4%

Faster asset growth than 51% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

110%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$7,023,000

Up $99,880 (+1.4%) from 2017

Net Assets

Up

$7,022,456

Up $99,336 (+1.4%) from 2017

Liabilities

Up

$544

Up $544 from 2017

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin72nd percentile

Revenue

Up

$580,263

Up $303,430 (+110%) from 2017

Expenses

Up

$481,587

Up $68,317 (+17%) from 2017

Net Income

Up

$98,676

Up $235,113 (+172%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2018

Assets$7,023,000
Liabilities$544
Net Assets$7,022,456
Open 2018 Filing

Operations Trend

Revenue Growth93rd 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

2018

Revenue$580,263
Expenses$481,587
Net Income$98,676
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 31, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN PALLANTESecretary TrPT$37,000-$37,000
ROBERT HOELLENPresidentPT$18,000-$18,000
ELIZABETH WARDVice PresidePT$12,000-$12,000
Filing and Contact Details

Filer

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

Signing Officer

Name
Allan Pallante
Title
Secretary Treasurer
Phone
7733274700
Signed
2019-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Bryant & Davalle Pc
Address
1210 W NORTHWEST HWY, PALATINE, IL 60067-1897
Preparer
Matthew T Glowacki
Phone
8473580800
Raw XML Appendix348 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/NetVlNoncharitableAssetsYr5Amt07553332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0415992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240841
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0410794
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0415992
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05198
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0415992
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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/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/OrgReportOrRegisterStateCd0IL
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/Amt0370129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
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/TotalGrantOrContriPdDurYrAmt0370129
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/AppliedToCurrentYearAmt091131
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0324861
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0413318
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0415992
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0322187
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0324861
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE W/C
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02971
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1762
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2600
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt32230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12971
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2762
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42230
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0660
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ACCRUED PAYROLL TAXES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0544
TaxesSchedule/TaxesDetail/Amt05152
TaxesSchedule/TaxesDetail/Amt13067
TaxesSchedule/TaxesDetail/Amt25126
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02563
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03067
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12563
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN PALLANTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07733274700
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOELLEN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOEL
ReturnHeader/Filer/EIN0363209348
ReturnHeader/Filer/PhoneNum07733274700
ReturnHeader/Filer/USAddress/AddressLine1Txt01940 W IRVING PARK RD
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060613
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D4A29681B882D7561C9B842FB4368B130855DAB9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D4A29681B882D7561C9B842FB4368B130855DAB9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.81.202.77
ReturnHeader/FilingSecurityInformation/IPDt02019-08-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:57:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461344855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRYANT & DAVALLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01210 W NORTHWEST HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600671897
ReturnHeader/PreparerPersonGrp/PhoneNum08473580800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW T GLOWACKI
ReturnHeader/ReturnTs02019-08-05T14:57:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,023,000
Liabilities
$544
Net assets
$7,022,456
Revenue
$580,263
Expenses
$481,587
Net income
$98,676
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
2018Detailed filing. Detailed filing data is available for this year.$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