Civic Intelligence

Hauenstein Foundation

EIN 38-2898214 • Naples, FL

1130 3rd Ave S 201Naples, FL 34102
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

7th percentile

-241%

Higher net margin than 7% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-65%

Faster asset growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

149%

Faster revenue growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$304,169

Down $566,671 (-65%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$304,169

Down $566,671 (-65%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin7th percentile

Revenue

Up

$234,897

Up $140,641 (+149%) from 2023

Expenses

Up

$801,568

Up $725,850 (+959%) from 2023

Net Income

Down

-$566,671

Down $585,209 (-3157%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $331,433Liabilities 2010: $0Net Assets 2010: $331,4332010Assets 2011: $260,316Liabilities 2011: $0Net Assets 2011: $260,3162011Assets 2012: $251,260Liabilities 2012: $0Net Assets 2012: $216,7952012Assets 2013: $285,337Liabilities 2013: $1Net Assets 2013: $285,3372013Assets 2014: $175,248Liabilities 2014: $1Net Assets 2014: $175,2482014Assets 2015: $263,317Liabilities 2015: $1Net Assets 2015: $263,3172015Assets 2016: $1,023,539Liabilities 2016: $0Net Assets 2016: $1,023,5392016Assets 2017: $1,035,106Liabilities 2017: $0Net Assets 2017: $1,035,1062017Assets 2018: $1,043,552Liabilities 2018: $0Net Assets 2018: $1,043,5522018Assets 2019: $1,081,571Liabilities 2019: $1Net Assets 2019: $1,081,5712019Assets 2020: $1,000,397Liabilities 2020: $1Net Assets 2020: $1,000,3972020Assets 2021: $870,205Liabilities 2021: $1Net Assets 2021: $870,2052021Assets 2022: $852,302Liabilities 2022: $1Net Assets 2022: $852,3022022Assets 2023: $870,840Liabilities 2023: $1Net Assets 2023: $870,8402023Assets 2024: $304,169Liabilities 2024: $0Net Assets 2024: $304,1692024

Highlighted filing

2024

Assets$304,169
Liabilities$0
Net Assets$304,169
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $115,6232010Expenses 2011: $64,4362011Expenses 2012: $70,6702012Revenue 2013: $95,007Expenses 2013: $60,930Net Income 2013: $34,0772013Revenue 2014: $60,117Expenses 2014: $170,206Net Income 2014: -$110,0892014Revenue 2015: $204,380Expenses 2015: $116,311Net Income 2015: $88,0692015Revenue 2016: $1,067,353Expenses 2016: $307,131Net Income 2016: $760,2222016Revenue 2017: $15,636Expenses 2017: $3,726Net Income 2017: $11,9102017Revenue 2018: $10,975Expenses 2018: $3,502Net Income 2018: $7,4732018Revenue 2019: $40,724Expenses 2019: $2,809Net Income 2019: $37,9152019Revenue 2020: $21,323Expenses 2020: $102,120Net Income 2020: -$80,7972020Revenue 2021: $21,875Expenses 2021: $152,067Net Income 2021: -$130,1922021Revenue 2022: $19,148Expenses 2022: $37,051Net Income 2022: -$17,9032022Revenue 2023: $94,256Expenses 2023: $75,718Net Income 2023: $18,5382023Revenue 2024: $234,897Expenses 2024: $801,568Net Income 2024: -$566,6712024

Highlighted filing

2024

Revenue$234,897
Expenses$801,568
Net Income-$566,671
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,169
Liabilities
$0
Net assets
$304,169
Revenue
$234,897
Expenses
$801,568
Net income
-$566,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.23$0.80$0.57
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.09$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.15$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.02$0.10$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.00$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.02$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.07$0.31$0.76
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.20$0.12$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.06$0.17$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.10$0.06$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.22$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.06
2010Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH D HAUENSTEINPresident-$0--
WILLIAM F ROTHSecretary-$0--
RALPH D HAUENSTEINTreasurer-$0--
JAMES G STAHLVice President-$0--
Filing and Contact Details

Filer

Filer Name
Hauenstein Foundation
EIN
38-2898214
Phone
6165408139
Address
1130 3RD AVE S 201, NAPLES, FL 34102

Signing Officer

Name
Jim Stahl
Title
President
Phone
6165408139
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
Preparer
Dori J Eggett
Phone
3037409400
Raw XML Appendix358 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/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL PROGRAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ROTARY CLUB OF GRAND RAPIDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1N4637 COUNT ROAD Y
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21345 MONROE AVE NW SUITE 307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3333 BOSTWICK AVE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4678 FRONT AVE NW SUITE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5200 JEFFERSON AVENUE SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62100 RAYBROOK ST SE 300
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GRAND RAPIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6GRAND RAPIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048734
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd549503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd649546
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0790500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041048
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041048
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027568
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt092501
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029465
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0901602
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0752068
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027568
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt092501
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029465
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0752068
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0149534
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TAX PAYMENTS - IRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12616
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05279
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt258
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05279
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12616
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt258
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33115
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM STAHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06165408139
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAUENSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HAUE
ReturnHeader/Filer/EIN0382898214
ReturnHeader/Filer/PhoneNum06165408139
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331498605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 E TUFTS AVE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080237
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORI J EGGETT
ReturnHeader/ReturnTs02025-05-14T12:19:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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