Civic Intelligence

The Hoopes Addis Education Trust

990PF • Fiscal year 2023 • EIN 38-2848310

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 29, 2024

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

6th percentile

-55%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

43rd percentile

1.2%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

9.1%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$807,784

Up $9,280 (+1.2%) from 2022

Net Assets

Up

$807,784

Up $9,280 (+1.2%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin6th percentile

Revenue

Up

$22,895

Up $1,910 (+9.1%) from 2022

Expenses

Down

$35,491

Down $8,303 (-19%) from 2022

Net Income

Up

-$12,596

Up $10,213 (+45%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$807,784
Liabilities$1
Net Assets$807,784
Open 2023 Filing

Operations Trend

Revenue Growth52nd 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

2023

Revenue$22,895
Expenses$35,491
Net Income-$12,596
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 29, 2024
Return Version
2022v5.0
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 Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth GravesChair Trustee-$0--
Jessica AxelssonTrustee-$0--
Penny NicleyTrustee-$0--
Michael RiderTrustee-$0--
Sheila PurdumTrustee-$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
2024-01-29

Preparer

Firm
Daniel M Rosenthal Financial Consultant
Address
2820 Old 96 Indian Trl, Wagener, SC 29164
Preparer
Daniel M Rosenthal
Phone
9088920415
Raw XML Appendix323 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/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt416852
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To further theInstruction forEquestrian Driving
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EducationalActvities - carriagedriving
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Carriage Assn of America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Driving Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Florida Whips
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04075 Iron Works Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11837 Ludden Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212251 58th Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cross Plaines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Morriston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152528
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232668
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027102
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/DistributableAsAdjustedAmt039330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt034350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt080500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt080500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0103957
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027102
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034350
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016255
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027102
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027102
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt043672
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0184457
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0157355
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039330
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt043672
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0950
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021876
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Market Fluctuations
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/CategoryTxt1Withheld
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ruth Graves
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09038834638
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-29
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900124866
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/PreparationDt02024-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel M Rosenthal
ReturnHeader/ReturnTs02024-01-29T13:46:29-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ruth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Graves
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$807,784
Liabilities
$1
Net assets
$807,784
Revenue
$22,895
Expenses
$35,491
Net income
-$12,596
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