Civic Intelligence

Fred W Hooper Endowment Fund

990 • Fiscal year 2018 • EIN 59-3760922

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

Organization Profile
PO Box 125Hope Hull, AL 36043-0125

(334) 288-9025

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

3rd percentile

-114%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

16th percentile

-8.3%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

8.0%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,110,040

Down $101,110 (-8.3%) from 2017

Net Assets

Down

$1,110,040

Down $101,110 (-8.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin3rd percentile

Revenue

Up

$88,338

Up $6,537 (+8.0%) from 2017

Expenses

Up

$189,448

Up $128,893 (+213%) from 2017

Net Income

Down

-$101,110

Down $122,356 (-576%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,096,899Liabilities 2011: $0Net Assets 2011: $1,096,8992011Assets 2012: $1,126,452Liabilities 2012: $0Net Assets 2012: $1,126,4522012Assets 2013: $1,178,258Liabilities 2013: $0Net Assets 2013: $1,178,2582013Assets 2014: $1,189,026Liabilities 2014: $0Net Assets 2014: $1,189,0262014Assets 2015: $1,140,083Liabilities 2015: $0Net Assets 2015: $1,140,0832015Assets 2016: $1,189,904Liabilities 2016: $0Net Assets 2016: $1,189,9042016Assets 2017: $1,211,150Liabilities 2017: $0Net Assets 2017: $1,211,1502017Assets 2018: $1,110,040Liabilities 2018: $0Net Assets 2018: $1,110,0402018Assets 2019: $1,213,670Liabilities 2019: $0Net Assets 2019: $1,213,6702019Assets 2020: $1,209,146Liabilities 2020: $0Net Assets 2020: $1,209,1462020Assets 2021: $1,260,628Liabilities 2021: $0Net Assets 2021: $1,260,6282021Assets 2022: $1,030,404Liabilities 2022: $0Net Assets 2022: $1,030,4042022Assets 2023: $1,107,082Liabilities 2023: $0Net Assets 2023: $1,107,0822023Assets 2024: $1,154,244Liabilities 2024: $0Net Assets 2024: $1,154,2442024Assets 2025: $1,235,195Liabilities 2025: $0Net Assets 2025: $1,235,1952025

Highlighted filing

2018

Assets$1,110,040
Liabilities$0
Net Assets$1,110,040
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $92,662Expenses 2011: $56,702Net Income 2011: $35,9602011Revenue 2012: $89,483Expenses 2012: $59,483Net Income 2012: $30,0002012Revenue 2013: $116,263Expenses 2013: $64,457Net Income 2013: $51,8062013Revenue 2014: $71,093Expenses 2014: $69,325Net Income 2014: $1,7682014Revenue 2015: $10,391Expenses 2015: $59,334Net Income 2015: -$48,9432015Revenue 2016: $111,003Expenses 2016: $61,182Net Income 2016: $49,8212016Revenue 2017: $81,801Expenses 2017: $60,555Net Income 2017: $21,2462017Revenue 2018: $88,338Expenses 2018: $189,448Net Income 2018: -$101,1102018Revenue 2019: $164,176Expenses 2019: $60,546Net Income 2019: $103,6302019Revenue 2020: $55,971Expenses 2020: $60,495Net Income 2020: -$4,5242020Revenue 2021: $165,282Expenses 2021: $113,800Net Income 2021: $51,4822021Revenue 2022: -$10,262Expenses 2022: $219,962Net Income 2022: -$230,2242022Revenue 2023: $136,704Expenses 2023: $60,026Net Income 2023: $76,6782023Revenue 2024: $107,914Expenses 2024: $60,752Net Income 2024: $47,1622024Revenue 2025: $142,194Expenses 2025: $61,243Net Income 2025: $80,9512025

Highlighted filing

2018

Revenue$88,338
Expenses$189,448
Net Income-$101,110
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Gross Receipts
$598,856
Mission and Program Overview

Mission

Invest endowment and make annual contributions to the West Montgomery Educational Foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,186,849$1,043,845▼ $143,004
Cash and Non-Interest-Bearing Accounts$24,301$66,195▲ $41,894
Total Assets$1,211,150$1,110,040▼ $101,110
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,211,150$1,110,040▼ $101,110
Total Net Assets Fund Balance$1,211,150$1,110,040▼ $101,110
Total Liabilities and Net Assets / Fund Balance$1,211,150$1,110,040▼ $101,110

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,211,150-▲ $88,338-$1,110,040
2017$1,189,904-▲ $81,801-$1,211,150
2016$1,140,083-▲ $111,003-$1,189,904
2015$1,189,026-▲ $10,391-$1,140,083
2014$1,178,258-▲ $71,093-$1,189,026
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
C L NewellTrustee
N T EllisTrustee
T H CampbellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$88,338
Other Revenue
$0
Change in Net Assets
$-101,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,448
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$128,690--$128,690
Grants to Domestic Orgs$50,000--$50,000
Fees for Service Investment Mgmnt Fees$9,383--$9,383
Fees for Services Accounting$1,375--$1,375
Total Functional Expenses$189,448$0$0$189,448
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
West Mont Educ FoundHope Hull, AL501c3Support ongoing operations$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“Copy provided at meeting closest to submission of form.”

Part VI Line 18

“Paper copy provided upon request.”

Part VI Line 19

“Documents are provided upon request.”

Part VI/Line 11B

“Reviewed by trustees”

Part VI/Line 18

“Copies are available upon request”

Filing and Contact Details

Filer

Filer Name
Fred W Hooper Endowment Fund
EIN
59-3760922
In Care Of
% Tommy Campbell
Address
PO Box 125, Hope Hull, AL 36043-0125

Signing Officer

Name
Tommy Campbell
Title
Trustee
Phone
3342889025
Signed
2019-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas H Campbell Jr
Formed
2002
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Dempsey & Russell PC
Address
1539 Rex Street, Montgomery, AL 36107
Preparer
Mark D Russell
Phone
3342635154
Supplemental Narrative

Financial Statement Notes

P5, Ln 4

“Funds are used to support the educational activities”

P5, Ln 4

“of the West Montgomery Educational Foundation”

Raw XML Appendix382 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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IRS990/OtherExpensesGrp/Desc0Decrease in FMV
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Supported organization is the West Montgomery Educational Found
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The academic activities further the exempt purpose
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The supported organization would continue to function as
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3an educational foundation providing academic activities
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV/Sec. E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV/Sec. E
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1of the West Montgomery Educational Foundation
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1P5, Ln 4
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IRS990ScheduleI/RecipientTable/RecipientEIN0630588315
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Paper copy provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reviewed by trustees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Copies are available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI/Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI/Line 18
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630588315
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0School
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Hope Hull
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt050000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Endowment document
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0West Mont Educational Foundation
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01110040
IRS990/TotalAssetsGrp/BOYAmt01211150
IRS990/TotalAssetsGrp/EOYAmt01110040
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0189448
IRS990/TotalFunctionalExpensesGrp/TotalAmt0189448
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01110040
IRS990/TotalProgramServiceExpensesAmt0189448
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt036019
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088338
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01211150
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01110040
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01211150
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01110040
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOMMY CAMPBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03342889025
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fred W Hooper Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0593760922
ReturnHeader/Filer/InCareOfNm0% Tommy Campbell
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 125
ReturnHeader/Filer/USAddress/CityNm0Hope Hull
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ReturnHeader/Filer/USAddress/ZIPCd0360430125
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0754C3A8AD7379292434C6AE96D0982ACABD43C4F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0754C3A8AD7379292434C6AE96D0982ACABD43C4F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId063551620191205531082
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.191.102.173
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631011911
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dempsey & Russell PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01539 Rex Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montgomery
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036107
ReturnHeader/PreparerPersonGrp/PhoneNum03342635154
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK D RUSSELL
ReturnHeader/ReturnTs02019-04-30T13:28:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,110,040
Liabilities
$0
Net assets
$1,110,040
Revenue
$88,338
Expenses
$189,448
Net income
-$101,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.14$0.06$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.11$0.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.14$0.06$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.01$0.22$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.17$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.16$0.06$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.19$0.10
2017Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.08$0.06$0.02
2016Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.11$0.06$0.05
2015Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.01$0.06$0.05
2014Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.07$0.07$0.00
2013Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.12$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.09$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.09$0.06$0.04