Civic Intelligence

The Hoopes-Addis Education Trust

990PF • Fiscal year 2016 • EIN 38-2848310

Sep 01, 2015 to Aug 31, 2016 • Filed on Feb 06, 2017

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

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

2nd percentile

-195%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

29th percentile

-3.7%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$839,902

Down $32,322 (-3.7%) from 2015

Net Assets

Down

$839,902

Down $32,322 (-3.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

Down

$30,563

Down $8,564 (-22%) from 2015

Expenses

Down

$90,253

Down $3,799 (-4.0%) from 2015

Net Income

Down

-$59,690

Down $4,765 (-8.7%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2016

Assets$839,902
Liabilities$0
Net Assets$839,902
Open 2016 Filing

Operations Trend

Revenue Growth15th 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

2016

Revenue$30,563
Expenses$90,253
Net Income-$59,690
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
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.

Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher T Addis MDHonorarytrustee-$0--
Audrey A BostwickChair Trustee-$0--
Margaret GrilletTrustee-$0--
Eleanor Toddy HunterTrustee-$0--
Elaine KendigTrustee-$0--
Richard M O'DonnellTrustee-$0--
Christine SiracusaTrustee-$0--
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
Chair Trustee
Signed
2017-02-06
Discuss with paid preparer
Yes

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 Appendix293 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Christopher T Addis MD
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd018944
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02157212436
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Hoopes Addis supports the advancement of the Equine Studies program at Delaware Valley College.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt080000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt080000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To further the instruction for equestrian riding.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Delaware Valley College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0700 East Butler Pike
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Doylestown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd018901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt080000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt082141
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt082141
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt082141
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt082141
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt082141
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1other fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2postal fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3registration fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0425
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt131
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt270
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt08112
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08112
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08112
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Audrey A Bostwick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-06
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/PreparerFirmEIN0274435968
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/ReturnTs02017-02-06T15:12:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$839,902
Liabilities
$0
Net assets
$839,902
Revenue
$30,563
Expenses
$90,253
Net income
-$59,690
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits