Civic Intelligence

Gerald B Hauser Foundation

990PF • Fiscal year 2015 • EIN 45-5106111

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 29, 2016

Organization Profile
400 Stonehaven DriveFayetteville, GA 30215

(256) 759-3522

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

56th percentile

1.5%

Faster asset growth than 56% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-35%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,111,935

Up $30,223 (+1.5%) from 2014

Net Assets

Up

$2,111,935

Up $30,223 (+1.5%) from 2014

Liabilities

Up

$1

Up $1 from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin87th percentile

Revenue

Down

$69,123

Down $37,823 (-35%) from 2014

Expenses

Down

$38,901

Down $61,916 (-61%) from 2014

Net Income

Up

$30,222

Up $24,093 (+393%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,483,874Liabilities 2012: $0Net Assets 2012: $1,483,8742012Assets 2013: $2,075,584Liabilities 2013: $0Net Assets 2013: $2,075,5842013Assets 2014: $2,081,712Liabilities 2014: $0Net Assets 2014: $2,081,7122014Assets 2015: $2,111,935Liabilities 2015: $1Net Assets 2015: $2,111,9352015Assets 2016: $2,105,420Liabilities 2016: $0Net Assets 2016: $2,105,4202016Assets 2017: $2,100,492Liabilities 2017: $0Net Assets 2017: $2,100,4922017Assets 2018: $2,081,154Liabilities 2018: $0Net Assets 2018: $2,081,1542018Assets 2019: $1,997,265Liabilities 2019: $0Net Assets 2019: $1,997,2652019Assets 2020: $1,889,475Liabilities 2020: $0Net Assets 2020: $1,889,4752020Assets 2021: $1,863,967Liabilities 2021: $0Net Assets 2021: $1,863,9672021Assets 2022: $1,773,093Liabilities 2022: $0Net Assets 2022: $1,773,0932022Assets 2023: $1,708,108Liabilities 2023: $0Net Assets 2023: $1,708,1082023Assets 2024: $1,636,740Liabilities 2024: $0Net Assets 2024: $1,636,7402024

Highlighted filing

2015

Assets$2,111,935
Liabilities$1
Net Assets$2,111,935
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $1502012Revenue 2013: $722,457Expenses 2013: $130,747Net Income 2013: $591,7102013Revenue 2014: $106,946Expenses 2014: $100,817Net Income 2014: $6,1292014Revenue 2015: $69,123Expenses 2015: $38,901Net Income 2015: $30,2222015Revenue 2016: $71,889Expenses 2016: $78,404Net Income 2016: -$6,5152016Revenue 2017: $78,871Expenses 2017: $83,799Net Income 2017: -$4,9282017Revenue 2018: $61,891Expenses 2018: $81,229Net Income 2018: -$19,3382018Revenue 2019: $40,623Expenses 2019: $124,512Net Income 2019: -$83,8892019Revenue 2020: $14,144Expenses 2020: $121,935Net Income 2020: -$107,7912020Revenue 2021: $127,179Expenses 2021: $152,687Net Income 2021: -$25,5082021Revenue 2022: $39,557Expenses 2022: $130,431Net Income 2022: -$90,8742022Revenue 2023: $86,806Expenses 2023: $151,791Net Income 2023: -$64,9852023Revenue 2024: $77,720Expenses 2024: $149,088Net Income 2024: -$71,3682024

Highlighted filing

2015

Revenue$69,123
Expenses$38,901
Net Income$30,222
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 29, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT HAUSER JRTrusteePT$0--
ANN BRENNAN HAUSERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Gerald B Hauser Foundation
EIN
45-5106111
Address
400 STONEHAVEN DRIVE, FAYETTEVILLE, GA 30215

Signing Officer

Name
Robert Hauser Jr
Title
Trustee
Phone
2567593522
Signed
2016-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Charles J Fink Sc
Address
1355 S 100th Street, West Allis, WI 53214
Preparer
Charles J Fink
Phone
4144536600
Raw XML Appendix359 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/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02065375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02011725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01580821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01143742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt038901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.130626
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038901
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038901
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038901
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL INCOME GENERATED FROM INVESTMENTS IS USED TO SUPPORT CATHOLICCHARITIES
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0ROBERT HAUSER JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 STONEHAVEN DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FAYETTEVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030215
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02567593522
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT HAUSER JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02567593522
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0400 STONEHAVEN DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FAYETTEVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd030215
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE AWARDED TO SISTERS OF THE DIVINE SAVIOR, ST JOHNS CATHOLIC CHURCH, ST BENEDICT THE MOOR, ST VINCENT DEPAUL SOCIETY OF MILWAUKEE, ARCHDIOCESE OF MILWAUKEE AND OTHER CATHOLIC CHARITIES DEEMED APPROPRIATE BY THE TRUSTEES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONTINUOUS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GERALD HAUSER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt033500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF CATHOLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE PDF SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033500
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/AppliedToCurrentYearAmt033091
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05810
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101824
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038901
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt068733
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05810
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0105
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11242
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2972
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMUNICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0105
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11242
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2972
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0105
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11242
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2972
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11242
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2972
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS FIN SVC ACCT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1975
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0959
TaxesSchedule/TaxesDetail/Amt0959
TaxesSchedule/TaxesDetail/CategoryTxt0FED TAXES FOR 2014
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0959
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0959
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HAUSER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02567593522
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERALD B HAUSER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0455106111
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 STONEHAVEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0FAYETTEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030215
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391440132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES J FINK SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01355 S 100th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Allis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053214
ReturnHeader/PreparerPersonGrp/PhoneNum04144536600
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES J FINK
ReturnHeader/ReturnTs02016-05-02T12:16:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,111,935
Liabilities
$1
Net assets
$2,111,935
Revenue
$69,123
Expenses
$38,901
Net income
$30,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.08$0.15$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.09$0.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.04$0.13$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.13$0.15$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.01$0.12$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$0.04$0.12$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.06$0.08$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.08$0.08$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.07$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.07$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.11$0.10$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.72$0.13$0.59
2012Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.00