Civic Intelligence

Hope Community Foundation Inc.

990EZ • Fiscal year 2021 • EIN 39-2031976

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

Organization ProfileN/A
2600 N Mayfair RdMilwaukee, WI 53226

(414) 476-4999

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

64th percentile

18%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

80th percentile

68%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$286,530

Up $42,849 (+18%) from 2020

Net Assets

$286,530

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin87th percentile

Revenue

Up

$35,099

Up $14,253 (+68%) from 2020

Expenses

Down

$16,825

Down $20,375 (-55%) from 2020

Net Income

Up

$18,274

Up $34,628 (+212%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$400K$300K$200K$100K$0Assets 2011: $139,639Liabilities 2011: $02011Assets 2012: $194,858Liabilities 2012: $02012Assets 2013: $199,652Liabilities 2013: $02013Assets 2014: $234,485Liabilities 2014: $02014Assets 2015: $219,112Liabilities 2015: $02015Assets 2016: $348,687Liabilities 2016: $02016Assets 2017: $320,813Liabilities 2017: $02017Assets 2018: $289,051Liabilities 2018: $02018Assets 2019: $262,017Liabilities 2019: $02019Assets 2020: $243,681Liabilities 2020: $02020Assets 2021: $286,530Liabilities 2021: $0Net Assets 2021: $286,5302021Assets 2022: $265,929Liabilities 2022: $0Net Assets 2022: $265,9292022Assets 2023: $261,502Liabilities 2023: $02023Assets 2024: $0Net Assets 2024: $284,0032024

Highlighted filing

2021

Assets$286,530
Liabilities$0
Net Assets$286,530
Open 2021 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $37,134Expenses 2011: $35,590Net Income 2011: $1,5442011Revenue 2012: $82,125Expenses 2012: $40,650Net Income 2012: $41,4752012Revenue 2013: $27,949Expenses 2013: $46,370Net Income 2013: -$18,4212013Revenue 2014: $100,308Expenses 2014: $67,656Net Income 2014: $32,6522014Revenue 2015: $57,849Expenses 2015: $64,108Net Income 2015: -$6,2592015Revenue 2016: $208,009Expenses 2016: $85,831Net Income 2016: $122,1782016Revenue 2017: $137,273Expenses 2017: $177,475Net Income 2017: -$40,2022017Revenue 2018: $89,022Expenses 2018: $88,523Net Income 2018: $4992018Revenue 2019: $22,812Expenses 2019: $66,835Net Income 2019: -$44,0232019Revenue 2020: $20,846Expenses 2020: $37,200Net Income 2020: -$16,3542020Revenue 2021: $35,099Expenses 2021: $16,825Net Income 2021: $18,2742021Revenue 2022: $36,677Expenses 2022: $35,300Net Income 2022: $1,3772022Revenue 2023: $35,448Expenses 2023: $70,249Net Income 2023: -$34,8012023Revenue 2024: $18,112Expenses 2024: $16,950Net Income 2024: $1,1622024

Highlighted filing

2021

Revenue$35,099
Expenses$16,825
Net Income$18,274
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.1
Gross Receipts
$35,099
Mission and Program Overview

Mission

Education scholarships, community support for disabled

Program Services

DescriptionGrantsExpenses
COMMUNITY SUPPORT FOR DISABLED$12,000$12,000
COLLEGE-EDUCATIONAL SCHOLARSHIP$4,825$4,825
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE M SCHMIDLEYPresident/ Director-$0--
DAWN M MAYDirector-$0--
MATTHEW T DUNHAMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hope Community Foundation Inc
EIN
39-2031976
Phone
4144764999
Address
2600 N MAYFAIR RD, MILWAUKEE, WI 53226

Signing Officer

Name
George M Schmidley
Title
President
Phone
4144764999
Signed
2022-05-15

Preparer

Firm
Affiliated Financial Advisors Inc
Address
2600 N MAYFAIR RD STE 200, MILWAUKEE, WI 53226
Preparer
George Schmidley
Phone
4144764999
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“College - education scholarships; grant; : , , , ; , 4825.”

Form 990EZ, Part I, Line 10

“Community support for disabled; grant; : , , , ; , 12000.”

Form 990EZ, Part I, Line 20

“Unrealized gain/loss 24575.”

Raw XML Appendix167 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GEORGE M SCHMIDLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04144764999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02600 N MAYFAIR RD STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0532261313
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0243681
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0286530
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025763
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018274
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0243681
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0286530
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016825
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt035099
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt09336
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0243681
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0286530
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0243681
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0286530
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEORGE M SCHMIDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN M MAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHEW T DUNHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/ DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt024575
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION SCHOLARSHIPS, COMMUNITY SUPPORT FOR DISABLED
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE-EDUCATIONAL SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SUPPORT FOR DISABLED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04825
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04825
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016825
IRS990EZ/TotalProgramServiceExpensesAmt016825
IRS990EZ/TotalRevenueAmt035099
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018237
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0130624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0269188
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09336
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02636
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06649
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025975
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91200
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.93000
IRS990ScheduleA/PublicSupportTotal170Amt0269188
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025763
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018237
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0130624
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0269188
IRS990ScheduleA/TotalSupportAmt0295163
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COLLEGE - EDUCATION SCHOLARSHIPS; GRANT; : , , , ; , 4825.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY SUPPORT FOR DISABLED; GRANT; : , , , ; , 12000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN/LOSS 24575.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE M SCHMIDLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04144764999
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hope Community Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0HOPE
ReturnHeader/Filer/EIN0392031976
ReturnHeader/Filer/PhoneNum04144764999
ReturnHeader/Filer/USAddress/AddressLine1Txt02600 N MAYFAIR RD
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391744613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Affiliated Financial Advisors Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 N MAYFAIR RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04144764999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George Schmidley
ReturnHeader/ReturnTs02022-11-09T11:28:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMIDLEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$286,530
Liabilities
$0
Net assets
$286,530
Revenue
$35,099
Expenses
$16,825
Net income
$18,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$2.84$0.18$0.17$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$0.35$0.70$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.37$0.35$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.35$0.17$0.18
2020Summary only. Only limited summary data is available for this year.$2.44$0.00$0.21$0.37$0.16
2019Summary only. Only limited summary data is available for this year.$2.62$0.00$0.23$0.67$0.44
2018Summary only. Only limited summary data is available for this year.$2.89$0.00$0.89$0.89$0.00
2017Summary only. Only limited summary data is available for this year.$3.21$0.00$1.37$1.77$0.40
2016Summary only. Only limited summary data is available for this year.$3.49$0.00$2.08$0.86$1.22
2015Summary only. Only limited summary data is available for this year.$2.19$0.00$0.58$0.64$0.06
2014Summary only. Only limited summary data is available for this year.$2.34$0.00$1.00$0.68$0.33
2013Summary only. Only limited summary data is available for this year.$2.00$0.00$0.28$0.46$0.18
2012Summary only. Only limited summary data is available for this year.$1.95$0.00$0.82$0.41$0.41
2011Summary only. Only limited summary data is available for this year.$1.40$0.00$0.37$0.36$0.02