The Hoopes-Addis Education Trust

990PF • Fiscal year 2021 • EIN 38-2848310

Sep 01, 2020 to Aug 31, 2021 • Filed on Feb 17, 2022

Organization Profile N/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.

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

-4.7%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

8.8%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

56%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets29th percentile

Assets

$919,057

Up $74,622 (+8.8%) from 2020

Net Assets

$919,057

Up $74,622 (+8.8%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin22nd percentile

Revenue

$24,186

Up $8,718 (+56%) from 2020

Expenses

$25,318

Up $3,017 (+14%) from 2020

Net Income

-$1,132

Up $5,701 (+83%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$919,057

Liabilities$1

Net Assets$919,057

Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

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

Highlighted filing

2021

Revenue$24,186

Expenses$25,318

Net Income-$1,132

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2020 to Aug 31, 2021
Signed: Feb 17, 2022
Return Version: 2020v4.1

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 Pay52nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Ruth Graves	Chair Trustee	-	$0	-	-
Jessica Axelsson	Trustee	-	$0	-	-
Penny Nicley	Trustee	-	$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: 2022-02-17

Preparer

Firm: Daniel M Rosenthal Financial Consultant
Address: 2820 Old 96 Indian Trl, Wagener, SC 29164
Preparer: Daniel M Rosenthal
Phone: 9088920415

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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Cross Plaines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	elkhorn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Morriston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Lapeer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	40511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	52528
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	68022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	32668
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	48446
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	15750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	43216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	10500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	16255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	80500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	82634
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	82141
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	82141
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	205639
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	15750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	10500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	16255
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	80500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	82634
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	15750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	15750
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	41300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	287780
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	272030
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	43216
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	41300
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	950
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	75754
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Unrealized Gains
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	524
TaxesSchedule/TaxesDetail/Amt	0	524
TaxesSchedule/TaxesDetail/CategoryTxt	0	IRS
TaxesSchedule/TaxesDetail/CategoryTxt	1	Withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	524
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Ruth Graves
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Chair Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9038834638
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Hoopes-Addis Education Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	HOOP
ReturnHeader/Filer/EIN	0	382848310
ReturnHeader/Filer/PhoneNum	0	9038834638
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1928 COUNTRY RD 3318
ReturnHeader/Filer/USAddress/CityNm	0	Greenville
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	75402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Daniel M Rosenthal Financial Consultant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2820 Old 96 Indian Trl
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Wagener
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	29164
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9088920415
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Daniel M Rosenthal
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-02-18T03:52:22-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Ruth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Graves
ReturnHeader/TaxPeriodBeginDt	0	2020-09-01
ReturnHeader/TaxPeriodEndDt	0	2021-08-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $919,057
Liabilities: $1
Net assets: $919,057
Revenue: $24,186
Expenses: $25,318
Net income: -$1,132

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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