Civic Intelligence

Hofmann Foundation Charitable Trust

990PF • Fiscal year 2020 • EIN 54-6440900

Jan 01, 2020 to Dec 31, 2020 • Filed on May 09, 2021

Organization Profile
464 Golden Gate Pt Ste 704Sarasota, FL 34236

(703) 978-4515

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-126%

Higher net margin than 9% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

9.8%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$33,924

Down $5,448 (-14%) from 2019

Net Assets

Down

$33,924

Down $5,448 (-14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

Up

$4,318

Up $385 (+9.8%) from 2019

Expenses

Down

$9,766

Down $14,711 (-60%) from 2019

Net Income

Up

-$5,448

Up $15,096 (+73%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$100K$50K$0Assets 2011: $97,405Liabilities 2011: $02011Assets 2012: $90,949Liabilities 2012: $02012Assets 2013: $82,367Liabilities 2013: $02013Assets 2014: $74,423Liabilities 2014: $02014Assets 2015: $76,148Liabilities 2015: $02015Assets 2019: $39,372Liabilities 2019: $0Net Assets 2019: $39,3722019Assets 2020: $33,924Liabilities 2020: $0Net Assets 2020: $33,9242020Assets 2021: $34,225Liabilities 2021: $0Net Assets 2021: $34,2252021Assets 2022: $33,682Liabilities 2022: $0Net Assets 2022: $33,6822022Assets 2023: $29,922Liabilities 2023: $0Net Assets 2023: $29,9222023Assets 2024: $29,239Liabilities 2024: $0Net Assets 2024: $29,2392024

Highlighted filing

2020

Assets$33,924
Liabilities$0
Net Assets$33,924
Open 2020 Filing

Operations Trend

Revenue Growth74th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $985Expenses 2011: $7,529Net Income 2011: -$6,5442011Revenue 2012: $1,101Expenses 2012: $7,557Net Income 2012: -$6,4562012Revenue 2013: $1,349Expenses 2013: $9,931Net Income 2013: -$8,5822013Revenue 2014: $1,589Expenses 2014: $9,533Net Income 2014: -$7,9442014Revenue 2015: $11,450Expenses 2015: $9,725Net Income 2015: $1,7252015Revenue 2019: $3,933Expenses 2019: $24,477Net Income 2019: -$20,5442019Revenue 2020: $4,318Expenses 2020: $9,766Net Income 2020: -$5,4482020Revenue 2021: $10,080Expenses 2021: $9,779Net Income 2021: $3012021Revenue 2022: $11,815Expenses 2022: $12,358Net Income 2022: -$5432022Revenue 2023: $8,586Expenses 2023: $12,346Net Income 2023: -$3,7602023Revenue 2024: $9,121Expenses 2024: $9,804Net Income 2024: -$6832024

Highlighted filing

2020

Revenue$4,318
Expenses$9,766
Net Income-$5,448
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH L HOFMANNPressec-$0--
GEORGE R HOFMANNVptres-$0--
Filing and Contact Details

Filer

Filer Name
Hofmann Foundation Charitable Trust
EIN
54-6440900
Address
464 GOLDEN GATE PT STE 704, SARASOTA, FL 34236

Signing Officer

Name
Judith L Hofmann
Title
President
Phone
9413660394
Signed
2021-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Terri L Hatterick CPA Pllc
Address
11312 HENDERSON ROAD, Fairfax Station, VA 22039
Preparer
Terri L Hatterick
Phone
7039784515
Raw XML Appendix259 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09413660394
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOFMANN FOUNDATION CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOFM
ReturnHeader/Filer/EIN0546440900
ReturnHeader/Filer/USAddress/AddressLine1Txt0464 GOLDEN GATE PT STE 704
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271383858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRI L HATTERICK CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011312 HENDERSON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fairfax Station
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022039
ReturnHeader/PreparerPersonGrp/PhoneNum07039784515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRI L HATTERICK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-12T19:16:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUDITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOFMANN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,924
Liabilities
$0
Net assets
$33,924
Revenue
$4,318
Expenses
$9,766
Net income
-$5,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$0.00$29.2$9.12$9.80$0.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$0.00$29.9$8.59$12.3$3.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.00$33.7$11.8$12.4$0.54
2021Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$10.1$9.78$0.30
2020Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$4.32$9.77$5.45
2019Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$3.93$24.5$20.5
2015Summary only. Only limited summary data is available for this year.$76.1$0.00$11.5$9.73$1.73
2014Summary only. Only limited summary data is available for this year.$74.4$0.00$1.59$9.53$7.94
2013Summary only. Only limited summary data is available for this year.$82.4$0.00$1.35$9.93$8.58
2012Summary only. Only limited summary data is available for this year.$90.9$0.00$1.10$7.56$6.46
2011Summary only. Only limited summary data is available for this year.$97.4$0.00$0.99$7.53$6.54