Civic Intelligence

William R Hauke Jr and Carole a Hauke Charitable Foundation

990PF • Fiscal year 2021 • EIN 65-6238507

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

Organization Profile
1385 Colchester Point RdColchester, VT 05446

(802) 862-1985

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

113%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$702,324

Up $70,355 (+11%) from 2020

Net Assets

Up

$702,324

Up $70,355 (+11%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin93rd percentile

Revenue

Up

$98,339

Up $52,228 (+113%) from 2020

Expenses

Up

$27,984

Up $25,379 (+974%) from 2020

Net Income

Up

$70,355

Up $26,849 (+62%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.0M$500K$0Assets 2011: $805,611Liabilities 2011: $02011Assets 2012: $731,029Liabilities 2012: $02012Assets 2013: $662,208Liabilities 2013: $02013Assets 2014: $593,142Liabilities 2014: $02014Assets 2015: $549,085Liabilities 2015: $02015Assets 2019: $586,017Liabilities 2019: $02019Assets 2020: $631,969Liabilities 2020: $1Net Assets 2020: $631,9692020Assets 2021: $702,324Liabilities 2021: $0Net Assets 2021: $702,3242021Assets 2022: $635,815Liabilities 2022: $1Net Assets 2022: $635,8152022Assets 2023: $7,846Liabilities 2023: $0Net Assets 2023: $7,8462023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$702,324
Liabilities$0
Net Assets$702,324
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $23,693Expenses 2011: $53,405Net Income 2011: -$29,7122011Revenue 2012: $16,574Expenses 2012: $91,156Net Income 2012: -$74,5822012Revenue 2013: $18,510Expenses 2013: $87,331Net Income 2013: -$68,8212013Revenue 2014: $20,616Expenses 2014: $89,682Net Income 2014: -$69,0662014Revenue 2015: $45,294Expenses 2015: $89,351Net Income 2015: -$44,0572015Revenue 2019: $31,884Expenses 2019: $15,292Net Income 2019: $16,5922019Revenue 2020: $46,111Expenses 2020: $2,605Net Income 2020: $43,5062020Revenue 2021: $98,339Expenses 2021: $27,984Net Income 2021: $70,3552021Revenue 2022: $19,886Expenses 2022: $90,176Net Income 2022: -$70,2902022Revenue 2023: $6,196Expenses 2023: $1,138,186Net Income 2023: -$1,131,9902023Revenue 2024: $0Expenses 2024: $7,846Net Income 2024: -$7,8462024

Highlighted filing

2021

Revenue$98,339
Expenses$27,984
Net Income$70,355
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLE A HAUKEGrantor-$0--
Filing and Contact Details

Filer

Filer Name
William & Carole Hauke
EIN
65-6238507
Phone
8028621985
Address
1385 COLCHESTER POINT RD, COLCHESTER, VT 05446

Signing Officer

Name
Carole Hauke
Title
Grantor
Phone
8028621985
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Bilodeau Wells & Co Pc
Address
PO BOX 687, ESSEX JUNCTION, VT 05453
Preparer
David G Santerre CPA
Phone
8028791117
Raw XML Appendix289 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/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017839
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018768
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UBS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt137
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt137
TaxesSchedule/TaxesDetail/Amt084
TaxesSchedule/TaxesDetail/Amt1537
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt084
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1537
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLE HAUKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRANTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08028621985
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & CAROLE HAUKE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0656238507
ReturnHeader/Filer/PhoneNum08028621985
ReturnHeader/Filer/USAddress/AddressLine1Txt01385 COLCHESTER POINT RD
ReturnHeader/Filer/USAddress/CityNm0COLCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005446
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030293317
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BILODEAU WELLS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 687
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESSEX JUNCTION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005453
ReturnHeader/PreparerPersonGrp/PhoneNum08028791117
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID G SANTERRE CPA
ReturnHeader/ReturnTs02022-05-12T13:23:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAUKE
ReturnHeader/TaxPeriodBeginDt02021-01-01
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
$702,324
Liabilities
$0
Net assets
$702,324
Revenue
$98,339
Expenses
$27,984
Net income
$70,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$1.14$1.13
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.02$0.09$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.10$0.03$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.05$0.00$0.04
2019Summary only. Only limited summary data is available for this year.$0.59$0.00$0.03$0.02$0.02
2015Summary only. Only limited summary data is available for this year.$0.55$0.00$0.05$0.09$0.04
2014Summary only. Only limited summary data is available for this year.$0.59$0.00$0.02$0.09$0.07
2013Summary only. Only limited summary data is available for this year.$0.66$0.00$0.02$0.09$0.07
2012Summary only. Only limited summary data is available for this year.$0.73$0.00$0.02$0.09$0.07
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.02$0.05$0.03