Civic Intelligence

Hoffman York Foundation Ltd.

990PF • Fiscal year 2024 • EIN 39-1454519

Oct 01, 2023 to Sep 30, 2024 • Filed on Dec 11, 2024

Organization Profile
200 N Water StreetMilwaukee, WI 53202

(414) 289-9700

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-2404%

Higher net margin than 1% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

24th percentile

-18%

Faster asset growth than 24% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2240%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$38,628

Down $8,439 (-18%) from 2023

Net Assets

$38,628

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2023

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin1st percentile

Revenue

Up

$351

Up $336 (+2240%) from 2023

Expenses

Up

$8,790

Up $5,346 (+155%) from 2023

Net Income

Down

-$8,439

Down $5,010 (-146%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$60K$40K$20K$0Assets 2011: $8,577Liabilities 2011: $02011Assets 2012: $34,425Liabilities 2012: $0Net Assets 2012: $34,4252012Assets 2013: $41,345Liabilities 2013: $02013Assets 2014: $50,006Liabilities 2014: $02014Assets 2015: $33,616Liabilities 2015: $02015Assets 2017: $27,765Liabilities 2017: $0Net Assets 2017: $27,7652017Assets 2019: $31,549Liabilities 2019: $1Net Assets 2019: $31,5492019Assets 2020: $29,417Liabilities 2020: $0Net Assets 2020: $29,4172020Assets 2021: $27,557Liabilities 2021: $1Net Assets 2021: $27,5572021Assets 2022: $50,496Liabilities 2022: $1Net Assets 2022: $50,4962022Assets 2023: $47,067Liabilities 2023: $12023Assets 2024: $38,628Liabilities 2024: $1Net Assets 2024: $38,6282024Assets 2025: $37,683Liabilities 2025: $0Net Assets 2025: $37,6832025

Highlighted filing

2024

Assets$38,628
Liabilities$1
Net Assets$38,628
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$40K$20K$0-$20KRevenue 2011: $299Expenses 2011: $13,431Net Income 2011: -$13,1322011Expenses 2012: $2,0562012Revenue 2013: $6,920Expenses 2013: $0Net Income 2013: $6,9202013Revenue 2014: $13,721Expenses 2014: $5,060Net Income 2014: $8,6612014Revenue 2015: -$15,054Expenses 2015: $1,336Net Income 2015: -$16,3902015Revenue 2017: $7,089Expenses 2017: $2,676Net Income 2017: $4,4132017Revenue 2019: $172Expenses 2019: $3,717Net Income 2019: -$3,5452019Revenue 2020: $68Expenses 2020: $2,200Net Income 2020: -$2,1322020Revenue 2021: $15Expenses 2021: $1,875Net Income 2021: -$1,8602021Revenue 2022: $25,014Expenses 2022: $2,075Net Income 2022: $22,9392022Revenue 2023: $15Expenses 2023: $3,444Net Income 2023: -$3,4292023Revenue 2024: $351Expenses 2024: $8,790Net Income 2024: -$8,4392024Revenue 2025: $840Expenses 2025: $1,785Net Income 2025: -$9452025

Highlighted filing

2024

Revenue$351
Expenses$8,790
Net Income-$8,439
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Dec 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA GALLERTOutgoing Director-$0--
DAVE BROWNOutgoing Director-$0--
SHARON BOELDTOutgoing Director-$0--
EMILY DOLDPresident & Treasurer-$0--
MARLAINA QUINTANASecretary-$0--
MIKE ROEVice President-$0--
Filing and Contact Details

Filer

Filer Name
Hoffman York Foundation Ltd
EIN
39-1454519
Phone
4142899700
Address
200 N WATER STREET, MILWAUKEE, WI 53202

Signing Officer

Name
Emily Dold
Title
Director
Phone
4142899700
Signed
2024-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
790 N WATER ST SUITE 2000, MILWAUKEE, WI 53202
Preparer
DANIEL T O'CONNOR CPA
Phone
4147775500
Raw XML Appendix296 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/PersonNm0SAMANTHA GALLERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVE BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHARON BOELDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3EMILY DOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARLAINA QUINTANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MIKE ROE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VICE PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED CHARITABLE GRANT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TWIN CITIES PUBLIC ACTION TO DELIVER SHELTER INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAUWATOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STERLING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd161081
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05525
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/AppliedToCurrentYearAmt02118
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0585
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06906
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0585
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08439
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06321
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06906
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0585
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY DOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04142899700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOFFMAN YORK FOUNDATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0HOFF
ReturnHeader/Filer/EIN0391454519
ReturnHeader/Filer/PhoneNum04142899700
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 N WATER STREET
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0790 N WATER ST SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL T O'CONNOR CPA
ReturnHeader/ReturnTs02024-12-13T16:09:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$38,628
Liabilities
$1
Net assets
$38,628
Revenue
$351
Expenses
$8,790
Net income
-$8,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$0.84$1.79$0.95
2024Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$0.35$8.79$8.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.1$0.00$0.02$3.44$3.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.5$0.00$50.5$25.0$2.08$22.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$0.00$27.6$0.02$1.88$1.86
2020Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$0.07$2.20$2.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.5$0.00$31.5$0.17$3.72$3.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$27.8$0.00$27.8$7.09$2.68$4.41
2015Summary only. Only limited summary data is available for this year.$33.6$0.00$15.1$1.34$16.4
2014Summary only. Only limited summary data is available for this year.$50.0$0.00$13.7$5.06$8.66
2013Summary only. Only limited summary data is available for this year.$41.3$0.00$6.92$0.00$6.92
2012Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$2.06
2011Summary only. Only limited summary data is available for this year.$8.58$0.00$0.30$13.4$13.1