Civic Intelligence

The Hoopes-Addis Education Trust

990PF • Fiscal year 2020 • EIN 38-2848310

Sep 01, 2019 to Aug 31, 2020 • Filed on Apr 09, 2021

Organization ProfileN/A
1928 Country Rd 3318Greenville, TX 75402

(903) 883-4638

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

34th percentile

0.2%

Faster asset growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-15%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$844,435

Up $1,622 (+0.2%) from 2019

Net Assets

$844,435

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin9th percentile

Revenue

Down

$15,468

Down $2,746 (-15%) from 2019

Expenses

Down

$22,301

Down $1,815 (-7.5%) from 2019

Net Income

Down

-$6,833

Down $931 (-16%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2020

Assets$844,435
Liabilities$1
Net Assets$844,435
Open 2020 Filing

Operations Trend

Revenue Growth32nd 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

2020

Revenue$15,468
Expenses$22,301
Net Income-$6,833
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Apr 9, 2021
Return Version
2019v5.1
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 Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth GravesChair Trustee-$0--
Jessica AxelssonTrustee-$0--
Penny NicleyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Hoopes-Addis Education Trust
EIN
38-2848310
Phone
9038834638
Address
1928 COUNTRY RD 3318, Greenville, TX 75402

Signing Officer

Name
Ruth Graves
Title
Chair Trustee
Phone
9038834638
Signed
2021-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Daniel M Rosenthal Financial Consultant
Address
2820 Old 96 Indian Trl, Wagener, SC 29164
Preparer
Daniel M Rosenthal
Phone
9088920415
Raw XML Appendix310 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/PersonNm0Ruth Graves
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jessica Axelsson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Penny Nicley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chair Trustee
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Daniel Rosenthal
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To further theInstruction forEquestrian Driving
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Educational Actvities - carriagedriving
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Carriage Assn of America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Driving Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04075 Iron Works Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11837 Ludden Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cross Plaines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152528
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010500
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/DistributableAsAdjustedAmt041300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt080500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt082634
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt082141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0272030
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016255
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt080500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt082634
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt082141
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010500
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0272030
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0261530
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt041300
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01529
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06272
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12183
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Realized Gains
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Unrealized Gains
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02111
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt111
TaxesSchedule/TaxesDetail/Amt02111
TaxesSchedule/TaxesDetail/Amt111
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/CategoryTxt1Withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02111
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt111
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ruth Graves
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09038834638
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Hoopes-Addis Education Trust
ReturnHeader/Filer/BusinessNameControlTxt0HOOP
ReturnHeader/Filer/EIN0382848310
ReturnHeader/Filer/PhoneNum09038834638
ReturnHeader/Filer/USAddress/AddressLine1Txt01928 COUNTRY RD 3318
ReturnHeader/Filer/USAddress/CityNm0Greenville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Daniel M Rosenthal Financial Consultant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02820 Old 96 Indian Trl
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wagener
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029164
ReturnHeader/PreparerPersonGrp/PhoneNum09088920415
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel M Rosenthal
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-12T07:51:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$844,435
Liabilities
$1
Net assets
$844,435
Revenue
$15,468
Expenses
$22,301
Net income
-$6,833
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. 2020 filings • 501(c)3 • $500k-$1M nonprofits