Civic Intelligence

The Hocker Foundation

990PF • Fiscal year 2023 • EIN 73-1528918

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

30th percentile

-9.0%

Higher net margin than 30% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$66,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 47.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

6th percentile

-28%

Faster asset growth than 6% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-61%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$983,874

Down $376,050 (-28%) from 2022

Net Assets

Down

$983,874

Down $376,050 (-28%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin30th percentile

Revenue

Down

$140,516

Down $220,981 (-61%) from 2022

Expenses

Down

$153,180

Down $14,173 (-8.5%) from 2022

Net Income

Down

-$12,664

Down $206,808 (-107%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2023

Assets$983,874
Liabilities$0
Net Assets$983,874
Open 2023 Filing

Operations Trend

Revenue Growth6th 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

2023

Revenue$140,516
Expenses$153,180
Net Income-$12,664
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay80th 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
2024-05-07
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 Appendix306 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John Gould
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Pamela Schulte
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07604385503
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0100000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt050000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0100000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt029659
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1336896
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Taxes Paid
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Re-evaluation of Oil & Gas Properties FMV
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Depletion
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PO Box Rental
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019470
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1248
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0129797
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03169
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gains on Investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04594
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management Fees
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04594
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt11188
TaxesSchedule/TaxesDetail/CategoryTxt0Department of Justice
TaxesSchedule/TaxesDetail/CategoryTxt1State Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11188
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pamela Schulte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-05-09T13:13:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Pamela
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schulte
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$983,874
Liabilities
$0
Net assets
$983,874
Revenue
$140,516
Expenses
$153,180
Net income
-$12,664
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