Civic Intelligence

Fred W Hooper Endowment Fund

990 • Fiscal year 2019 • EIN 59-3760922

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 29, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

65th percentile

9.3%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

86%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,213,670

Up $103,630 (+9.3%) from 2018

Net Assets

Up

$1,213,670

Up $103,630 (+9.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin94th percentile

Revenue

Up

$164,176

Up $75,838 (+86%) from 2018

Expenses

Down

$60,546

Down $128,902 (-68%) from 2018

Net Income

Up

$103,630

Up $204,740 (+202%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$1,213,670
Liabilities$0
Net Assets$1,213,670
Open 2019 Filing

Operations Trend

Revenue Growth92nd 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

2019

Revenue$164,176
Expenses$60,546
Net Income$103,630
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 29, 2020
Return Version
2019v5.0
Gross Receipts
$529,257
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$1,043,845$1,162,946▲ $119,101
Cash and Non-Interest-Bearing Accounts$66,195$50,724▼ $15,471
Total Assets$1,110,040$1,213,670▲ $103,630
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,110,040$1,213,670▲ $103,630
Total Net Assets Fund Balance$1,110,040$1,213,670▲ $103,630
Total Liabilities and Net Assets / Fund Balance$1,110,040$1,213,670▲ $103,630

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,110,040-▲ $164,176-$1,163,670
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
Compensation and Service Providers
Top Officer Pay36th 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
$59,112
Other Revenue
$105,064
Change in Net Assets
$103,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$10,546
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Service Investment Mgmnt Fees$9,096--$9,096
Fees for Services Accounting$1,450--$1,450
Total Functional Expenses$60,546$0$0$60,546
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 35% controlled entity
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 is provided a meeting closest to submission of form.”

Part VI Line 18

“Paper copy is provided upon request.”

Part VI Line 19

“Documents are provided upon request.”

Part VI/Line 11B

“Reviewed by trustee”

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
2020-04-29
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

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 Appendix380 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/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The academic activities further the exempt purpose
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The supported organization would continue to function
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3as an educational foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV/Sec. E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV/Sec E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV/Sec E
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1of the West Montgomery Educational Foundation
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IRS990ScheduleI/RecipientTable/RecipientEIN0630588315
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Paper copy is provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reviewed by trustee
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/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630588315
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Hope Hull
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd036043
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Endowment document
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt01110040
IRS990/TotalAssetsGrp/EOYAmt01213670
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01213670
IRS990/TotalProgramServiceExpensesAmt060546
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0164176
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01110040
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01213670
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0Montgomery
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IRS990/USAddress/ZIPCd036108
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IRS990/VotingMembersIndependentCnt03
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TOMMY CAMPBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03342889025
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-29
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ReturnHeader/Filer/BusinessNameControlTxt0FRED
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ReturnHeader/Filer/InCareOfNm0% Tommy Campbell
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.168.230.107
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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/PreparationDt02020-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK D RUSSELL
ReturnHeader/ReturnTs02020-04-29T11:13:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,213,670
Liabilities
$0
Net assets
$1,213,670
Revenue
$164,176
Expenses
$60,546
Net income
$103,630
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