Civic Intelligence

Hrd-C Foundation Inc.

990PF • Fiscal year 2016 • EIN 45-3591216

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 16, 2016

4201 Gulf Shore Blvd Apt 1202Naples, FL 34103

(239) 434-0318

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

59th percentile

3.0%

Faster asset growth than 59% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-43%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,931,411

Up $114,710 (+3.0%) from 2015

Net Assets

Up

$3,931,411

Up $128,308 (+3.4%) from 2015

Liabilities

Down

$0

Down $13,598 (-100%) from 2015

Revenue

Down

$334,595

Down $256,220 (-43%) from 2015

Expenses

Up

$214,213

Up $71,578 (+50%) from 2015

Net Income

Down

$120,382

Down $327,798 (-73%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2012: $1,078,048Liabilities 2012: $12012Assets 2013: $1,620,919Liabilities 2013: $7,528Net Assets 2013: $1,613,3912013Assets 2014: $3,348,565Liabilities 2014: $3,400Net Assets 2014: $3,345,1652014Assets 2015: $3,816,701Liabilities 2015: $13,598Net Assets 2015: $3,803,1032015Assets 2016: $3,931,411Liabilities 2016: $0Net Assets 2016: $3,931,4112016Assets 2017: $4,330,472Liabilities 2017: $0Net Assets 2017: $4,330,4722017Assets 2018: $4,821,763Liabilities 2018: $0Net Assets 2018: $4,821,7632018Assets 2019: $5,044,464Liabilities 2019: $0Net Assets 2019: $5,044,4642019Assets 2020: $5,319,705Liabilities 2020: $0Net Assets 2020: $5,319,7052020Assets 2021: $7,157,630Liabilities 2021: $0Net Assets 2021: $7,157,6302021Assets 2022: $7,784,850Liabilities 2022: $0Net Assets 2022: $7,784,8502022Assets 2023: $21,278,441Liabilities 2023: $0Net Assets 2023: $21,278,4412023Assets 2024: $22,578,184Liabilities 2024: $0Net Assets 2024: $22,578,1842024Assets 2025: $23,641,842Liabilities 2025: $0Net Assets 2025: $23,641,8422025

Highlighted filing

2016

Assets$3,931,411
Liabilities$0
Net Assets$3,931,411

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $1,078,385Expenses 2012: $337Net Income 2012: $1,078,0482012Expenses 2013: $45,6282013Revenue 2014: $1,802,321Expenses 2014: $70,547Net Income 2014: $1,731,7742014Revenue 2015: $590,815Expenses 2015: $142,635Net Income 2015: $448,1802015Revenue 2016: $334,595Expenses 2016: $214,213Net Income 2016: $120,3822016Revenue 2017: $580,055Expenses 2017: $227,048Net Income 2017: $353,0072017Revenue 2018: $747,884Expenses 2018: $246,186Net Income 2018: $501,6982018Revenue 2019: $471,207Expenses 2019: $411,586Net Income 2019: $59,6212019Revenue 2020: $422,950Expenses 2020: $314,150Net Income 2020: $108,8002020Revenue 2021: $2,095,133Expenses 2021: $456,583Net Income 2021: $1,638,5502021Revenue 2022: $694,023Expenses 2022: $448,923Net Income 2022: $245,1002022Revenue 2023: $13,622,663Expenses 2023: $627,974Net Income 2023: $12,994,6892023Revenue 2024: $1,501,084Expenses 2024: $1,537,986Net Income 2024: -$36,9022024Revenue 2025: $1,151,755Expenses 2025: $1,013,192Net Income 2025: $138,5632025

Highlighted filing

2016

Revenue$334,595
Expenses$214,213
Net Income$120,382
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 16, 2016
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE DRACKETT THOMASPresident-$0--
ELIZABETH G DANIELSVice Preside-$0--
THOMAS C GARBERSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Hrd-c Foundation Inc
EIN
45-3591216
Phone
2394340318
Address
4201 GULF SHORE BLVD APT 1202, NAPLES, FL 34103

Signing Officer

Name
Anne Drackett Thomas
Title
President
Phone
2694340318
Signed
2016-12-16

Preparer

Firm
Blue & Co LLC
Address
720 EAST PETE ROSE WAY STE 100, CINCINNATI, OH 45202-3583
Preparer
Sandra S East
Phone
5132414507
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt438312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4483408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4553839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4659487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4740484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4861490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50129094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5160819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5228732
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ANHEUSER BUSCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BAXTER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BERKSHIRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BLACKROCK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHEVRON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FLOWSERVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FRANKLIN RES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HOMESTEAD FDS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31INTEL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MCDONALDS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NORFOLK SOUTHRN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44OPPENHEIMER DVLPNG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PRECISION CASTPARTS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50RANGE RES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51RIO TINTO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SCHLUMBERGER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SVB FINL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57TERADATA CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59UNITED PARCEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60UNITED TECHNOLOGIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WASATCH INTL GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WASATCH INTL GROWTH FD-INC INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WHITING PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WISCONSIN ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt049523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt140000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt314300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt421500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AQR RISK BALANCED COMMODITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ABSOLUTE STRATEGIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JP MORGAN TR INCOME OPP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3STONE RIDE TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4STONE RIDGE REINSURANCE RISK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5STONE RIDGE ASSET MANAGEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ADMINISTRATIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt047488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt138287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt250050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt314077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt420961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt069336
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08404
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016719
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt094459
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt094459
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04925
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0231621
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0201980
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0201980
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0240136
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt069336
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt069336
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0120382
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0985884
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016719
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016719
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08404
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0309897
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0102
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0389
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01278
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01278
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01474
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05641
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0201980
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07779
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0214213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0317676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0334595
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07779
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62002-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111995-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202002-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232012-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272012-02-27

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$1.15$1.01$0.14
2024Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$1.50$1.54$0.04
2023Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$13.6$0.63$13.0
2022Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.69$0.45$0.25
2021Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$2.10$0.46$1.64
2020Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.42$0.31$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.47$0.41$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.75$0.25$0.50
2017Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.58$0.23$0.35
2016Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.33$0.21$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.82$0.01$3.80$0.59$0.14$0.45
2014Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.80$0.07$1.73
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$0.05
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.00$1.08