Civic Intelligence

The Muhr Hoerter Foundation Charitable Trust

990PF • Fiscal year 2015 • EIN 74-6360734

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 01, 2016

Organization Profile
12057 W Virginia DrLakewood, CO 80228-2930

(303) 922-5522

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

61st percentile

5.2%

Faster asset growth than 61% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

79%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$148,715

Up $7,390 (+5.2%) from 2014

Net Assets

$148,715

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

Up

$14,389

Up $6,370 (+79%) from 2014

Expenses

Down

$6,999

Down $107 (-1.5%) from 2014

Net Income

Up

$7,390

Up $6,477 (+709%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$300K$200K$100K$0Assets 2011: $130,374Liabilities 2011: $02011Assets 2012: $131,662Liabilities 2012: $02012Assets 2013: $140,412Liabilities 2013: $02013Assets 2014: $141,325Liabilities 2014: $02014Assets 2015: $148,715Liabilities 2015: $0Net Assets 2015: $148,7152015Assets 2019: $158,418Liabilities 2019: $02019Assets 2020: $155,898Liabilities 2020: $0Net Assets 2020: $155,8982020Assets 2021: $162,263Liabilities 2021: $0Net Assets 2021: $162,2632021Assets 2022: $202,340Liabilities 2022: $0Net Assets 2022: $202,3402022Assets 2023: $235,512Liabilities 2023: $0Net Assets 2023: $235,5122023Assets 2024: $228,285Liabilities 2024: $0Net Assets 2024: $228,2852024

Highlighted filing

2015

Assets$148,715
Liabilities$0
Net Assets$148,715
Open 2015 Filing

Operations Trend

Revenue Growth91st percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $7,515Expenses 2011: $6,001Net Income 2011: $1,5142011Revenue 2012: $7,591Expenses 2012: $6,303Net Income 2012: $1,2882012Revenue 2013: $15,342Expenses 2013: $6,592Net Income 2013: $8,7502013Revenue 2014: $8,019Expenses 2014: $7,106Net Income 2014: $9132014Revenue 2015: $14,389Expenses 2015: $6,999Net Income 2015: $7,3902015Revenue 2019: $17,179Expenses 2019: $9,222Net Income 2019: $7,9572019Revenue 2020: $6,627Expenses 2020: $9,147Net Income 2020: -$2,5202020Revenue 2021: $16,226Expenses 2021: $9,861Net Income 2021: $6,3652021Revenue 2022: $50,052Expenses 2022: $9,975Net Income 2022: $40,0772022Revenue 2023: $44,363Expenses 2023: $11,191Net Income 2023: $33,1722023Revenue 2024: $6,074Expenses 2024: $13,301Net Income 2024: -$7,2272024

Highlighted filing

2015

Revenue$14,389
Expenses$6,999
Net Income$7,390
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 1, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE M HOERTERPresident-$0--
JEFFREY A HOERTERTreasurer-$0--
MICHAEL J HOERTERSecretary-$0--
RICHARD G HOERTERIt Officer-$0--
CAROLYN M LYONSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Muhr Hoerter Foundation
EIN
74-6360734
Address
12057 W VIRGINIA DR, LAKEWOOD, CO 80228-2930

Signing Officer

Name
Catherine M Hoerter
Title
Trustee
Phone
3039850465
Signed
2016-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Ontime Tax Services
Address
6655 W JEWELL AVE STE 203, LAKEWOOD, CO 80232-7108
Preparer
Kirit P Merchant
Phone
3039225522
Raw XML Appendix354 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/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CATHERINE M HOERTER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012057 W VIRGINIA DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAKEWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0802282930
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03039850465
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CATHERINE M HOERTER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm112057 W VIRGINIA DR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2LAKEWOOD CO 80232
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3PRESIDENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PLEASE SEE DETAILS IN STATEMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0PLEASE SEE STATEMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012057 W VIRGINIA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080228
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05850
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03665
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03312
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03312
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02485
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02485
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02485
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02485
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03312
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CATHERINE M HOERTER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012057 W VIRGINIA AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DENVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0802282930
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REIMBURSEMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SAFE DEPOSIT BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt147
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0CATHERINE M HOERTER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt012057 W VIRIGINIA DR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LAKEWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0802252930
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0146
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INV INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0146
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE M HOERTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03039850465
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUHR HOERTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MUHR
ReturnHeader/Filer/EIN0746360734
ReturnHeader/Filer/USAddress/AddressLine1Txt012057 W VIRGINIA DR
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0802282930
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841157559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ONTIME TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06655 W JEWELL AVE STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0802327108
ReturnHeader/PreparerPersonGrp/PhoneNum03039225522
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRIT P MERCHANT
ReturnHeader/ReturnTs02016-08-01T08:59:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,715
Liabilities
$0
Net assets
$148,715
Revenue
$14,389
Expenses
$6,999
Net income
$7,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.06$0.13$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.44$0.11$0.33
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.50$0.10$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.16$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.07$0.09$0.03
2019Summary only. Only limited summary data is available for this year.$1.58$0.00$0.17$0.09$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.14$0.07$0.07
2014Summary only. Only limited summary data is available for this year.$1.41$0.00$0.08$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$1.40$0.00$0.15$0.07$0.09
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$0.08$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$0.08$0.06$0.02