Civic Intelligence

Hofmann Foundation Charitable Trust

990PF • Fiscal year 2021 • EIN 54-6440900

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 26, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

42nd percentile

3.0%

Higher net margin than 42% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

44th percentile

0.9%

Faster asset growth than 44% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

133%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$34,225

Up $301 (+0.9%) from 2020

Net Assets

Up

$34,225

Up $301 (+0.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin42nd percentile

Revenue

Up

$10,080

Up $5,762 (+133%) from 2020

Expenses

Up

$9,779

Up $13 (+0.1%) from 2020

Net Income

Up

$301

Up $5,749 (+106%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2021

Assets$34,225
Liabilities$0
Net Assets$34,225
Open 2021 Filing

Operations Trend

Revenue Growth88th 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

2021

Revenue$10,080
Expenses$9,779
Net Income$301
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 26, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th 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 Hofmann
Title
President
Phone
9413660394
Signed
2022-03-26
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 Appendix262 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/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$34,225
Liabilities
$0
Net assets
$34,225
Revenue
$10,080
Expenses
$9,779
Net income
$301
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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