Civic Intelligence

The Hoopes-Addis Education Trust

990 • Fiscal year 2015 • EIN 38-2848310

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 14, 2016

Organization ProfileN/A
PO Box 56Plumsteadville, PA 18949

(215) 766-2363

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

2nd percentile

-140%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

16th percentile

-9.9%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-6.0%

Faster revenue growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$872,224

Down $96,217 (-9.9%) from 2014

Net Assets

Down

$872,224

Down $96,217 (-9.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Down

$39,127

Down $2,514 (-6.0%) from 2014

Expenses

Up

$94,052

Up $40,577 (+76%) from 2014

Net Income

Down

-$54,925

Down $43,091 (-364%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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 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

2015

Assets$872,224
Liabilities$0
Net Assets$872,224
Open 2015 Filing

Operations Trend

Revenue Growth30th percentile

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

$600K$400K$200K$0-$200KRevenue 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

2015

Revenue$39,127
Expenses$94,052
Net Income-$54,925
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 14, 2016
Return Version
2014v6.0
Gross Receipts
$114,528
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$898,217$856,024▼ $42,193
Savings and Temporary Cash Investments$70,224$16,200▼ $54,024
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$968,441$872,224▼ $96,217
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$968,441$872,224▼ $96,217
Total Net Assets Fund Balance$968,441$872,224▼ $96,217
Total Liabilities and Net Assets / Fund Balance$968,441$872,224▼ $96,217
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Audrey A BostwickTrustee
Christopher T Addis MDTrustee
Elaine KendigTrustee
Eleanor Toddy HunterTrustee
Margaret GrilletTrustee
Richard M O'DonnellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,050
Program Service Revenue
$0
Investment Income
$38,077
Other Revenue
$0
All Other Contributions
$1,050
Change in Net Assets
$-54,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$83,000
Other Expenses$11,052
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$83,000--$83,000
Fees for Service Investment Mgmnt Fees-$8,938-$8,938
Fees for Services Accounting-$1,500-$1,500
Insurance-$425-$425
Other Expenses-$27-$27
Total Functional Expenses$83,000$11,052$0$94,052
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Delaware Valley CollegeDoylestown, PA501(c)(3)Education$80,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“The Organization has meetings but does not take minutes.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board members will receive a draft copy of Form 990 for approval. Once approved by board members, return will be filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Hoopes-Addis Education Trust
EIN
38-2848310
Phone
2157662363
Address
PO Box 56, Plumsteadville, PA 18949

Signing Officer

Name
Audrey A Bostwick
Title
Trustee
Signed
2016-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Audrey A Bostwick
Formed
1981
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Morey Nee Buck & Oswald LLC
Address
2571 BAGLYOS CIR STE B20, BETHLEHEM, PA 18020-8046
Preparer
William C Oswald
Phone
6108821000
Raw XML Appendix388 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01050
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Management
IRS990/BooksInCareOfDetail/PhoneNum02157212436
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0844 Deep Run Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Perkasie
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd018944
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01050
IRS990/CYGrantsAndSimilarPaidAmt083000
IRS990/CYInvestmentIncomeAmt038077
IRS990/CYOtherExpensesAmt011052
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-54925
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt094052
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt039127
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0To 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt083000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01500
IRS990/FeesForServicesAccountingGrp/TotalAmt01500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08938
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08938
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Christopher T Addis MD
IRS990/Form990PartVIISectionAGrp/PersonNm1Audrey A Bostwick
IRS990/Form990PartVIISectionAGrp/PersonNm2Margaret Grillet
IRS990/Form990PartVIISectionAGrp/PersonNm3Eleanor Toddy Hunter
IRS990/Form990PartVIISectionAGrp/PersonNm4Elaine Kendig
IRS990/Form990PartVIISectionAGrp/PersonNm5Richard M O'Donnell
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt017201
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt083000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt083000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt092602
IRS990/GrossReceiptsAmt0114528
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0425
IRS990/InsuranceGrp/TotalAmt0425
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt020876
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020876
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0898217
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0856024
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt075401
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0To 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0968441
IRS990/NetAssetsOrFundBalancesEOYAmt0872224
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt017201
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017201
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-41292
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Licenses & registration
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2other
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt162
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt227
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherExpensesGrp/TotalAmt162
IRS990/OtherExpensesGrp/TotalAmt227
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Audrey A Bostwick
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01200
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt040000
IRS990/PYInvestmentIncomeAmt040441
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt013475
IRS990/PYRevenuesLessExpensesAmt0-11834
IRS990/PYTotalExpensesAmt053475
IRS990/PYTotalRevenueAmt041641
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-54925
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt070224
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016200
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Prior Year Facts and Circumstances: THE HOOPES-ADDIS EDUCATION TRUST RECEIVED LARGE BEQUESTS FROM AN ESTATE IN PRIOR YEARS. THE BOARD HAS INVESTED THE FUNDS FROM THE BEQUEST, GENERATING INVESTMENT INCOME. THE INCREASED INVESTMENT INCOME HAS REDUCED THE PUBLIC SUPPORT PERCENTAGE.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07319
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020876
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022169
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03646
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01230
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt060975
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.10720
IRS990ScheduleA/PublicSupportPY170Pct00.21830
IRS990ScheduleA/PublicSupportTotal170Amt07319
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07319
IRS990ScheduleA/TotalSupportAmt068294
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt080000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DELAWARE VALLEY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0231352665
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0700 E BUTLER AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DOYLESTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd018901
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization remits the grant money in 1 payment and receives an acknowledgement of receipt from the college. The organization also receives acknowledgement that the position is filled and will verify through the registrar that driving classes are offered.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization has meetings but does not take minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members will receive a draft copy of Form 990 for approval. Once approved by board members, return will be filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, policies and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/StatesWhereCopyOfReturnIsFldCd1PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0968441
IRS990/TotalAssetsEOYAmt0872224
IRS990/TotalAssetsGrp/BOYAmt0968441
IRS990/TotalAssetsGrp/EOYAmt0872224
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01050
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011052
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt083000
IRS990/TotalFunctionalExpensesGrp/TotalAmt094052
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0968441
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0872224
IRS990/TotalProgramServiceExpensesAmt083000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020876
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017201
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039127
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0968441
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0872224
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0968441
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0872224
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0844 Deep Run Road
IRS990/USAddress/CityNm0Perkasie
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018944
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Audrey A Bostwick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Hoopes-Addis Education Trust
ReturnHeader/Filer/BusinessNameControlTxt0HOOP
ReturnHeader/Filer/EIN0382848310
ReturnHeader/Filer/PhoneNum02157662363
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 56
ReturnHeader/Filer/USAddress/CityNm0Plumsteadville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morey Nee Buck & Oswald LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02571 BAGLYOS CIR STE B20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHLEHEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0180208046
ReturnHeader/PreparerPersonGrp/PhoneNum06108821000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM C OSWALD
ReturnHeader/ReturnTs02016-01-14T08:45:48-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$872,224
Liabilities
$0
Net assets
$872,224
Revenue
$39,127
Expenses
$94,052
Net income
-$54,925
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
2012Summary only. Only limited summary data is available for this year.$5.85$0.00$5.85$4.41$0.08$4.33