Civic Intelligence

Norman and Ann Hoffman Family Foundation

990PF • Fiscal year 2018 • EIN 45-3080856

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
116 Lake Street WestWaconia, MN 55387

(612) 766-7255

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

1st percentile

-464%

Higher net margin than 1% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

29th percentile

$2,034

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

7th percentile

-14%

Faster asset growth than 7% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$6,309,744

Down $1,007,415 (-14%) from 2017

Net Assets

Down

$6,309,744

Down $1,007,415 (-14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin1st percentile

Revenue

Down

$217,159

Down $4,999,793 (-96%) from 2017

Expenses

Up

$1,224,574

Up $1,001,428 (+449%) from 2017

Net Income

Down

-$1,007,415

Down $6,001,221 (-120%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $650,300Liabilities 2012: $02012Assets 2013: $820,505Liabilities 2013: $0Net Assets 2013: $820,5052013Assets 2014: $836,325Liabilities 2014: $0Net Assets 2014: $836,3252014Assets 2015: $960,285Liabilities 2015: $0Net Assets 2015: $960,2852015Assets 2016: $2,422,654Liabilities 2016: $0Net Assets 2016: $2,422,6542016Assets 2017: $7,317,159Liabilities 2017: $0Net Assets 2017: $7,317,1592017Assets 2018: $6,309,744Liabilities 2018: $0Net Assets 2018: $6,309,7442018Assets 2019: $4,642,297Liabilities 2019: $0Net Assets 2019: $4,642,2972019Assets 2020: $4,877,296Liabilities 2020: $0Net Assets 2020: $4,877,2962020Assets 2021: $4,877,728Liabilities 2021: $0Net Assets 2021: $4,877,7282021Assets 2022: $4,752,840Liabilities 2022: $0Net Assets 2022: $4,752,8402022Assets 2023: $4,188,440Liabilities 2023: $0Net Assets 2023: $4,188,4402023Assets 2024: $4,128,551Liabilities 2024: $0Net Assets 2024: $4,128,5512024

Highlighted filing

2018

Assets$6,309,744
Liabilities$0
Net Assets$6,309,744
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $1,006,061Expenses 2012: $0Net Income 2012: $1,006,0612012Revenue 2013: $184,800Expenses 2013: $14,595Net Income 2013: $170,2052013Revenue 2014: $89,157Expenses 2014: $72,895Net Income 2014: $16,2622014Revenue 2015: $196,210Expenses 2015: $72,000Net Income 2015: $124,2102015Revenue 2016: $3,192,775Expenses 2016: $980,452Net Income 2016: $2,212,3232016Revenue 2017: $5,216,952Expenses 2017: $223,146Net Income 2017: $4,993,8062017Revenue 2018: $217,159Expenses 2018: $1,224,574Net Income 2018: -$1,007,4152018Revenue 2019: $562,079Expenses 2019: $2,250,899Net Income 2019: -$1,688,8202019Revenue 2020: $112,415Expenses 2020: $234,186Net Income 2020: -$121,7712020Revenue 2021: $264,562Expenses 2021: $266,452Net Income 2021: -$1,8902021Revenue 2022: $164,517Expenses 2022: $272,433Net Income 2022: -$107,9162022Revenue 2023: -$218,583Expenses 2023: $325,374Net Income 2023: -$543,9572023Revenue 2024: $238,970Expenses 2024: $286,009Net Income 2024: -$47,0392024

Highlighted filing

2018

Revenue$217,159
Expenses$1,224,574
Net Income-$1,007,415
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD R STORMSDirector/VP/Treasurer-$2,034-$2,034
NORMAN H HOFFMANDirector/President-$0--
ANNA M HOFFMANDirector/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Norman and Ann Hoffman Foundation
EIN
45-3080856
Phone
6127667255
Address
116 LAKE STREET WEST, WACONIA, MN 55387

Signing Officer

Name
Norman Hoffman
Title
Director/president
Phone
6127667255
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
801 NICOLLET MALL WEST TOWER STE, 1100, MINNEAPOLIS, MN 55402-2526
Preparer
Todd Jackson
Phone
6123324300
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57WISDOMTREE INDIA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt745680
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26116675
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2952380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3060501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31144360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3262625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3362625
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5749600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0175794
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-3328
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt039023
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0211489
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0211489
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04672
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04673
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09345
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02034
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02034
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01145500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01145500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05670
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0175794
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0175794
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1007415
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02368241
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt039023
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt039023
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02074
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02074
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3328
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0172045
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt021600
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt021600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0396
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt038099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt038495
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01932
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05526
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01178208
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01224574
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0214817
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0217159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt032708
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt042772
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02371569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02368241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-3328
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1007415
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06309744
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07317159
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06309744
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0436136
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0436136
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0436136
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0437856
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01720
IRS990PF/DistributableAmountGrp/TotalTaxAmt01720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,309,744
Liabilities
$0
Net assets
$6,309,744
Revenue
$217,159
Expenses
$1,224,574
Net income
-$1,007,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.24$0.29$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.22$0.33$0.54
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.16$0.27$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.26$0.27$0.00
2020Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.11$0.23$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.56$2.25$1.69
2018Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.22$1.22$1.01
2017Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$5.22$0.22$4.99
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$3.19$0.98$2.21
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.20$0.07$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.09$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.18$0.01$0.17
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$1.01$0.00$1.01