Civic Intelligence

The Hocker Foundation

990PF • Fiscal year 2019 • EIN 73-1528918

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

Organization Profile
PO Box 7292Rancho Santa Fe, CA 92067

(760) 438-5503

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$88,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 45.5% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

1st percentile

-71%

Faster asset growth than 1% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-39%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$911,268

Down $2,225,815 (-71%) from 2018

Net Assets

Down

$911,268

Down $2,225,815 (-71%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin85th percentile

Revenue

Down

$193,366

Down $124,872 (-39%) from 2018

Expenses

Down

$123,761

Down $32,384 (-21%) from 2018

Net Income

Down

$69,605

Down $92,488 (-57%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,162,426Liabilities 2010: $0Net Assets 2010: $5,162,4262010Assets 2011: $3,509,154Liabilities 2011: $0Net Assets 2011: $3,509,1542011Assets 2012: $3,696,518Liabilities 2012: $0Net Assets 2012: $3,696,5182012Assets 2013: $4,063,669Liabilities 2013: $0Net Assets 2013: $4,063,6692013Assets 2014: $4,483,709Liabilities 2014: $0Net Assets 2014: $4,483,7092014Assets 2015: $4,201,877Liabilities 2015: $0Net Assets 2015: $4,201,8772015Assets 2016: $3,409,147Liabilities 2016: $0Net Assets 2016: $3,409,1472016Assets 2017: $3,099,701Liabilities 2017: $0Net Assets 2017: $3,099,7012017Assets 2018: $3,137,083Liabilities 2018: $0Net Assets 2018: $3,137,0832018Assets 2019: $911,268Liabilities 2019: $0Net Assets 2019: $911,2682019Assets 2020: $623,319Liabilities 2020: $0Net Assets 2020: $623,3192020Assets 2021: $980,303Liabilities 2021: $0Net Assets 2021: $980,3032021Assets 2022: $1,359,924Liabilities 2022: $0Net Assets 2022: $1,359,9242022Assets 2023: $983,874Liabilities 2023: $0Net Assets 2023: $983,8742023Assets 2024: $903,370Liabilities 2024: $0Net Assets 2024: $903,3702024

Highlighted filing

2019

Assets$911,268
Liabilities$0
Net Assets$911,268
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $510,7452010Expenses 2011: $415,1702011Expenses 2012: $438,3352012Revenue 2013: $703,232Expenses 2013: $455,650Net Income 2013: $247,5822013Revenue 2014: -$411,400Expenses 2014: $544,454Net Income 2014: -$955,8542014Revenue 2015: -$299,611Expenses 2015: $292,083Net Income 2015: -$591,6942015Revenue 2016: -$29,555Expenses 2016: $178,735Net Income 2016: -$208,2902016Revenue 2017: $270,136Expenses 2017: $164,815Net Income 2017: $105,3212017Revenue 2018: $318,238Expenses 2018: $156,145Net Income 2018: $162,0932018Revenue 2019: $193,366Expenses 2019: $123,761Net Income 2019: $69,6052019Revenue 2020: $135,994Expenses 2020: $99,780Net Income 2020: $36,2142020Revenue 2021: $228,287Expenses 2021: $104,098Net Income 2021: $124,1892021Revenue 2022: $361,497Expenses 2022: $167,353Net Income 2022: $194,1442022Revenue 2023: $140,516Expenses 2023: $153,180Net Income 2023: -$12,6642023Revenue 2024: $165,548Expenses 2024: $153,582Net Income 2024: $11,9662024

Highlighted filing

2019

Revenue$193,366
Expenses$123,761
Net Income$69,605
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela SchulteTrustee-$88,000-$88,000
John GouldTrustee-$7,040-$7,040
Filing and Contact Details

Filer

Filer Name
The Hocker Foundation
EIN
73-1528918
Phone
7604385503
Address
PO Box 7292, Rancho Santa Fe, CA 92067

Signing Officer

Name
Pamela Schulte
Title
Trustee
Signed
2020-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Total Tax Services
Address
2725 Jefferson Street Suite 8A, Carlsbad, CA 92008-1708
Preparer
Matthew Mason EA
Phone
7607209917
Raw XML Appendix280 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031034
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031034
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031034
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01073
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1100
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01073
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt1100
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02178462
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1116958
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Re-evaluation of Oil & Gas Properties FMV
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Unrealized Losses on Oil & Gas Properties
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Depletion
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1345
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0179560
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03401
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt142
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Oklahoma Mineral Owner Registry
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03401
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt142
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pamela Schulte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Hocker Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HOCK
ReturnHeader/Filer/EIN0731528918
ReturnHeader/Filer/PhoneNum07604385503
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 7292
ReturnHeader/Filer/USAddress/CityNm0Rancho Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825087389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Total Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02725 Jefferson Street Suite 8A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920081708
ReturnHeader/PreparerPersonGrp/PhoneNum07607209917
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew Mason EA
ReturnHeader/ReturnTs02020-04-30T11:52:05-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$911,268
Liabilities
$0
Net assets
$911,268
Revenue
$193,366
Expenses
$123,761
Net income
$69,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.17$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.14$0.15$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.36$0.17$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.23$0.10$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.14$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.19$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.32$0.16$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.27$0.16$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.03$0.18$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.30$0.29$0.59
2014Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.41$0.54$0.96
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.70$0.46$0.25
2012Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.44
2011Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.42
2010Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.51