Civic Intelligence

The Hocker Foundation

990PF • Fiscal year 2021 • EIN 73-1528918

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

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

39th percentile

0.00x

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

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

Liabilities / Revenue

39th percentile

0.00x

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

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

Net Margin

87th percentile

54%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

81st percentile

$66,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 28.9% of source-year revenue.

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

Asset Growth

89th percentile

57%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

77th percentile

68%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$980,303

Up $356,984 (+57%) from 2020

Net Assets

Up

$980,303

Up $356,984 (+57%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin87th percentile

Revenue

Up

$228,287

Up $92,293 (+68%) from 2020

Expenses

Up

$104,098

Up $4,318 (+4.3%) from 2020

Net Income

Up

$124,189

Up $87,975 (+243%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2021

Assets$980,303
Liabilities$0
Net Assets$980,303
Open 2021 Filing

Operations Trend

Revenue Growth77th 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

2021

Revenue$228,287
Expenses$104,098
Net Income$124,189
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela SchulteTrustee-$66,000-$66,000
John GouldTrustee-$5,760-$5,760
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
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Total Tax Services
Address
2725 Jefferson Street Suite 8A, Carlsbad, CA 92008
Preparer
Matthew Mason EA
Phone
7607209917
Raw XML Appendix255 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04208
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04208
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pamela Schulte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
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/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07607209917
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew Mason EA
ReturnHeader/ReturnTs02022-05-10T16:31:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Pamela
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schulte
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$980,303
Liabilities
$0
Net assets
$980,303
Revenue
$228,287
Expenses
$104,098
Net income
$124,189
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