Civic Intelligence

Harri Hoffmann Family Foundation Inc.

990PF • Fiscal year 2017 • EIN 39-1537228

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization Profile
PO Box 170320Milwaukee, WI 53217

(414) 350-5015

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-285%

Higher net margin than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

17th percentile

-5.5%

Faster asset growth than 17% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,840,738

Down $165,476 (-5.5%) from 2016

Net Assets

Down

$2,840,738

Down $165,476 (-5.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Up

$64,949

Up $7,706 (+13%) from 2016

Expenses

Up

$250,332

Up $28,115 (+13%) from 2016

Net Income

Down

-$185,383

Down $20,409 (-12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$30M$20M$10M$0Assets 2010: $3,227,839Liabilities 2010: $0Net Assets 2010: $3,227,8392010Assets 2011: $2,995,167Liabilities 2011: $0Net Assets 2011: $2,995,1672011Assets 2012: $2,963,271Liabilities 2012: $0Net Assets 2012: $2,963,2712012Assets 2013: $3,095,343Liabilities 2013: $1Net Assets 2013: $3,095,3432013Assets 2014: $3,184,702Liabilities 2014: $1Net Assets 2014: $3,184,7022014Assets 2015: $3,112,469Liabilities 2015: $1Net Assets 2015: $3,112,4692015Assets 2016: $3,006,214Liabilities 2016: $0Net Assets 2016: $3,006,2142016Assets 2017: $2,840,738Liabilities 2017: $0Net Assets 2017: $2,840,7382017Assets 2018: $2,647,641Liabilities 2018: $0Net Assets 2018: $2,647,6412018Assets 2019: $25,198,555Liabilities 2019: $1Net Assets 2019: $25,198,5552019Assets 2020: $26,426,310Liabilities 2020: $1Net Assets 2020: $26,426,3102020Assets 2021: $29,051,436Liabilities 2021: $35,896Net Assets 2021: $29,015,5402021Assets 2022: $24,034,484Liabilities 2022: $1Net Assets 2022: $24,034,4842022Assets 2023: $24,940,500Liabilities 2023: $1Net Assets 2023: $24,940,5002023Assets 2024: $25,285,542Liabilities 2024: $0Net Assets 2024: $25,285,5422024

Highlighted filing

2017

Assets$2,840,738
Liabilities$0
Net Assets$2,840,738
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $210,6762010Expenses 2011: $220,4092011Expenses 2012: $219,7942012Revenue 2013: $50,497Expenses 2013: $220,781Net Income 2013: -$170,2842013Revenue 2014: $108,728Expenses 2014: $226,942Net Income 2014: -$118,2142014Revenue 2015: $57,252Expenses 2015: $204,102Net Income 2015: -$146,8502015Revenue 2016: $57,243Expenses 2016: $222,217Net Income 2016: -$164,9742016Revenue 2017: $64,949Expenses 2017: $250,332Net Income 2017: -$185,3832017Revenue 2018: $297,123Expenses 2018: $362,746Net Income 2018: -$65,6232018Revenue 2019: $23,073,295Expenses 2019: $579,293Net Income 2019: $22,494,0022019Revenue 2020: $549,039Expenses 2020: $1,529,345Net Income 2020: -$980,3062020Revenue 2021: $4,026,378Expenses 2021: $1,743,397Net Income 2021: $2,282,9812021Revenue 2022: $582,271Expenses 2022: $1,831,305Net Income 2022: -$1,249,0342022Revenue 2023: $561,835Expenses 2023: $2,006,304Net Income 2023: -$1,444,4692023Revenue 2024: $1,045,474Expenses 2024: $2,303,553Net Income 2024: -$1,258,0792024

Highlighted filing

2017

Revenue$64,949
Expenses$250,332
Net Income-$185,383
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN MATSOFFPres/Treasurer-$0--
EVELYN HOFFMANNVice Pres/Secy-$0--
TOBEY LIBBERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ReligiousPCvarious, WI, US$165,884
Paid Grant-publicPCVarious, WI, US$80,924
Filing and Contact Details

Filer

Filer Name
Harri Hoffmann Family Foundation Inc
EIN
39-1537228
Phone
4143505015
Address
PO BOX 170320, MILWAUKEE, WI 53217

Signing Officer

Name
Alan Matsoff
Title
Pres/treasurer
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Andrew C Holman
Phone
4142711451
Raw XML Appendix339 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/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 170320
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053217
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ALAN MATSOFF CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04143505015
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt080924
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1165884
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1See Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0246808
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/AppliedToCurrentYearAmt0145905
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0145905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt072567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt046352
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt070840
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt068763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt091317
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt091317
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0359687
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0101165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt072567
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt046352
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt070840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt068763
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0247070
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0101165
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0451004
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0349839
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LORRAINE HOFFMANN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03021 N LAKE DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053211
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025320
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt025320
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0100 shares bank of america
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-03-04
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0262
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt063
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1299
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt063
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1299
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2262
TaxesSchedule/TaxesDetail/Amt0700
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN MATSOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRI HOFFMANN FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0391537228
ReturnHeader/Filer/PhoneNum04143505015
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 170320
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390919055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ritz Holman LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 E Kilbourn Ste 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532023144
ReturnHeader/PreparerPersonGrp/PhoneNum04142711451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW C HOLMAN
ReturnHeader/ReturnTs02018-11-06T11:32:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,840,738
Liabilities
$0
Net assets
$2,840,738
Revenue
$64,949
Expenses
$250,332
Net income
-$185,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$1.05$2.30$1.26
2023Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$0.56$2.01$1.44
2022Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$0.58$1.83$1.25
2021Detailed filing. Detailed filing data is available for this year.$29.1$0.04$29.0$4.03$1.74$2.28
2020Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$0.55$1.53$0.98
2019Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$23.1$0.58$22.5
2018Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.30$0.36$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.06$0.25$0.19
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.06$0.22$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.06$0.20$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.11$0.23$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.05$0.22$0.17
2012Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.21