Civic Intelligence

The Hoglund Foundation

990PF • Fiscal year 2020 • EIN 75-2300978

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 19, 2021

5910 N Central Expressway 255Dallas, TX 75206

(214) 987-3605

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

8th percentile

-73%

Higher net margin than 8% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

79th percentile

$370,148

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

12th percentile

-4.5%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

36%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Down

$29,475,886

Down $1,402,764 (-4.5%) from 2019

Net Assets

$29,475,886

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$1,925,784

Up $512,313 (+36%) from 2019

Expenses

Up

$3,328,548

Up $698,610 (+27%) from 2019

Net Income

Down

-$1,402,764

Down $186,297 (-15%) from 2019

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $40,133,123Liabilities 2011: $1,0172011Assets 2012: $38,234,310Liabilities 2012: $02012Assets 2013: $34,500,299Liabilities 2013: $02013Assets 2014: $30,980,866Liabilities 2014: $02014Assets 2015: $27,175,754Liabilities 2015: $02015Assets 2019: $30,878,650Liabilities 2019: $02019Assets 2020: $29,475,886Liabilities 2020: $0Net Assets 2020: $29,475,8862020Assets 2021: $36,285,275Liabilities 2021: $0Net Assets 2021: $36,285,2752021Assets 2022: $39,873,833Liabilities 2022: $0Net Assets 2022: $39,873,8332022Assets 2023: $43,845,380Liabilities 2023: $0Net Assets 2023: $43,845,3802023Assets 2024: $42,904,623Liabilities 2024: $0Net Assets 2024: $42,904,6232024

Highlighted filing

2020

Assets$29,475,886
Liabilities$0
Net Assets$29,475,886

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,494,155Expenses 2011: $3,012,617Net Income 2011: -$1,518,4622011Revenue 2012: $1,824,256Expenses 2012: $3,722,052Net Income 2012: -$1,897,7962012Revenue 2013: -$219,229Expenses 2013: $3,514,782Net Income 2013: -$3,734,0112013Revenue 2014: $369,937Expenses 2014: $3,889,370Net Income 2014: -$3,519,4332014Revenue 2015: -$440,507Expenses 2015: $3,364,605Net Income 2015: -$3,805,1122015Revenue 2019: $1,413,471Expenses 2019: $2,629,938Net Income 2019: -$1,216,4672019Revenue 2020: $1,925,784Expenses 2020: $3,328,548Net Income 2020: -$1,402,7642020Revenue 2021: $9,423,290Expenses 2021: $2,613,901Net Income 2021: $6,809,3892021Revenue 2022: $6,444,501Expenses 2022: $2,855,943Net Income 2022: $3,588,5582022Revenue 2023: $7,498,826Expenses 2023: $3,527,279Net Income 2023: $3,971,5472023Revenue 2024: $1,938,356Expenses 2024: $2,879,113Net Income 2024: -$940,7572024

Highlighted filing

2020

Revenue$1,925,784
Expenses$3,328,548
Net Income-$1,402,764
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 19, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly Hoglund ComptonSec/Treas/ExecFT$234,868$135,280$370,148
Kristan Hoglund RobinsonDir./Prog. Off.FT$104,086$75,222$179,308
Forrest E HoglundPresident-$0--
Sally R HoglundVice President-$0--
Shelly Hoglund DeeDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Hoglund Foundation
EIN
75-2300978
Phone
2149873605
Address
5910 N Central Expressway 255, Dallas, TX 75206

Signing Officer

Name
Kelly H Compton
Title
Secretary/Treas
Signed
2021-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Evelyn H Moses CPA
Address
3602 Bryn Mawr Dr, Dallas, TX 75225
Preparer
Evelyn H Moses
Phone
2143612323
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01807
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SeaOne Holdings LLC K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-82672
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02008456
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-82672
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01925784
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014397
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03853
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0995757
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0280237
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt058717
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0338954
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02362395
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02362395
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt01316
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt06579
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01010892
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01010892
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1402764
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09713183
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01807
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01807
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03577
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt015271
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt018848
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0995757
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01768638
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt071143
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt017786
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt088929
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0173781
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt077255
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0251036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt027302
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06802
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt034178
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-82672
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt043072
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt038143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt081215
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt079667
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt019197
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt098864
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt05173
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt01293
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt06466
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0591
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt022762
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03061393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0239818
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03328548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02008456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01925784
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0698998
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0239818
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0966153
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08717426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0994256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0994256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09711682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1long-term capital gain dist.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0995757
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1402764
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029475886
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt030878650
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029475886
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02421371
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02421371
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02421371
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02445955
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024584
IRS990PF/DistributableAmountGrp/TotalTaxAmt024584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt025785
IRS990PF/FMVAssetsEOYAmt053433455
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03250000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02750000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02874343
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0484889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0484889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012604613
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt067993
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt089798
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt028385
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt021805
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt021805
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04300
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04300
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04300
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt025393783
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt025960696
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt037674198
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt030878650
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt029475886
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0720495
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0254196
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0254196
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt030878650
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt029475886
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt053433455
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt030878650
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt029475886
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt030878650
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt029475886
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0996798
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt049664064
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01177428
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt048478602
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0744961
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt08034

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