Civic Intelligence

The Hoopes-Addis Education Trust

990 • Fiscal year 2012 • EIN 38-2848310

Sep 01, 2011 to Aug 31, 2012 • Filed on Jan 02, 2013

PO Box 5618949
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$584,840

Flat from 2012

Net Assets

Flat

$584,840

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$7,986

Flat from 2012

Net Income

-

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 2012: $584,840Liabilities 2012: $0Net Assets 2012: $584,8402012Assets 2012: $584,840Liabilities 2012: $0Net Assets 2012: $584,8402012Assets 2013: $896,102Liabilities 2013: $0Net Assets 2013: $896,1022013Assets 2014: $968,441Liabilities 2014: $0Net Assets 2014: $968,4412014Assets 2015: $872,224Liabilities 2015: $0Net Assets 2015: $872,2242015Assets 2016: $839,902Liabilities 2016: $0Net Assets 2016: $839,9022016Assets 2017: $837,146Liabilities 2017: $0Net Assets 2017: $837,1462017Assets 2018: $840,798Liabilities 2018: $0Net Assets 2018: $840,7982018Assets 2019: $842,813Liabilities 2019: $02019Assets 2020: $844,435Liabilities 2020: $1Net Assets 2020: $844,4352020Assets 2021: $919,057Liabilities 2021: $1Net Assets 2021: $919,0572021Assets 2022: $798,504Liabilities 2022: $1Net Assets 2022: $798,5042022Assets 2023: $807,784Liabilities 2023: $1Net Assets 2023: $807,7842023Assets 2025: $894,059Liabilities 2025: $0Net Assets 2025: $894,0592025

Highlighted filing

2012

Assets$584,840
Liabilities$0
Net Assets$584,840

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $7,9862012Revenue 2012: $440,946Expenses 2012: $7,986Net Income 2012: $432,9602012Revenue 2013: $376,959Expenses 2013: $84,490Net Income 2013: $292,4692013Revenue 2014: $41,641Expenses 2014: $53,475Net Income 2014: -$11,8342014Revenue 2015: $39,127Expenses 2015: $94,052Net Income 2015: -$54,9252015Revenue 2016: $30,563Expenses 2016: $90,253Net Income 2016: -$59,6902016Revenue 2017: $50,396Expenses 2017: $90,003Net Income 2017: -$39,6072017Revenue 2018: $17,769Expenses 2018: $82,732Net Income 2018: -$64,9632018Revenue 2019: $18,214Expenses 2019: $24,116Net Income 2019: -$5,9022019Revenue 2020: $15,468Expenses 2020: $22,301Net Income 2020: -$6,8332020Revenue 2021: $24,186Expenses 2021: $25,318Net Income 2021: -$1,1322021Revenue 2022: $20,985Expenses 2022: $43,794Net Income 2022: -$22,8092022Revenue 2023: $22,895Expenses 2023: $35,491Net Income 2023: -$12,5962023Revenue 2025: $19,439Expenses 2025: $55,999Net Income 2025: -$36,5602025

Highlighted filing

2012

Revenue-
Expenses$7,986
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Jan 2, 2013
Return Version
2011v1.2
Gross Receipts
$440,946
Mission and Program Overview

Mission

To financially support education,activities and programs that teach proper maintenance, training, and use of the driving equine and provide knowledge and teach skills for the carriage driver at all levels including the purpose of developing the athlete for national and international competition.

Filing and Contact Details

Filer

EIN
38-2848310
Raw XML Appendix397 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0The preparation of the financial statements in conformity with accounting principles generally accepted in the United States of America requires Hoopes Addis Education Trust to report information regarding its exposure to various tax positions taken. Management has performed their evaluation and believes there are no unrecognized tax positions that are required to be disclosed.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Part X
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0Part X : FIN48 Footnote
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IRS990ScheduleO/GeneralExplanation/Explanation0The Trust received a bequest for $437,000. There is no expectation of a bequest of this size recurring.
IRS990ScheduleO/GeneralExplanation/Explanation1Governing documents, policies and financial statements are available upon request.
IRS990ScheduleO/GeneralExplanation/Explanation2Board members will receive a draft copy of Form 990 for approval. Once approved by board members, return will be filed.
IRS990ScheduleO/GeneralExplanation/Explanation3The Organization has meetings but does not take minutes.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 11
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference0Unusual Grant
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 11: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 8 : Explanation of No Contemporaneously Documentation of Meetings
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0382848310
ReturnHeader/Filer/Name/BusinessNameLine10The Hoopes-Addis Education Trust
ReturnHeader/Filer/NameControl0HOOP
ReturnHeader/Filer/Phone02157662363
ReturnHeader/Filer/USAddress/AddressLine10PO Box 56
ReturnHeader/Filer/USAddress/City0Plumsteadville
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018949
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-01-02
ReturnHeader/Officer/Name0Audrey A Bostwick
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Morey Nee Buck & Oswald LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102571 BAGLYOS CIR STE B20
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BETHLEHEM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0180208046
ReturnHeader/Preparer/Name0WILLIAM C OSWALD
ReturnHeader/Preparer/Phone06108821000
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-01-02T11:54:42-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$0.19$0.56$0.37
2023Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.23$0.35$0.13
2022Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.21$0.44$0.23
2021Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$0.24$0.25$0.01
2020Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.15$0.22$0.07
2019Summary only. Only limited summary data is available for this year.$8.43$0.00$0.18$0.24$0.06
2018Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.18$0.83$0.65
2017Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.50$0.90$0.40
2016Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.31$0.90$0.60
2015Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$0.39$0.94$0.55
2014Summary only. Only limited summary data is available for this year.$9.68$0.00$9.68$0.42$0.53$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.96$0.00$8.96$3.77$0.84$2.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.00$5.85$0.08
2012Summary only. Only limited summary data is available for this year.$5.85$0.00$5.85$4.41$0.08$4.33