Civic Intelligence

The Hoak Foundation

990PF • Fiscal year 2017 • EIN 75-2357697

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization Profile
3963 Maple Avenue No 450Dallas, TX 75219

(972) 960-4802

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

91st percentile

37%

Faster asset growth than 91% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,448,797

Up $2,536,779 (+87%) from 2015

Net Assets

$5,448,797

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$2,421,232

Up $1,208,934 (+100%) from 2015

Expenses

Up

$302,686

Up $166,875 (+123%) from 2015

Net Income

Up

$2,118,546

Up $1,042,059 (+97%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$15M$10M$5.0M$0Assets 2011: $1,495,014Liabilities 2011: $02011Assets 2012: $1,368,193Liabilities 2012: $02012Assets 2013: $1,345,012Liabilities 2013: $02013Assets 2014: $2,048,667Liabilities 2014: $02014Assets 2015: $2,912,018Liabilities 2015: $02015Assets 2017: $5,448,797Liabilities 2017: $0Net Assets 2017: $5,448,7972017Assets 2018: $5,425,712Liabilities 2018: $0Net Assets 2018: $5,425,7122018Assets 2019: $6,185,250Liabilities 2019: $0Net Assets 2019: $6,185,2502019Assets 2020: $6,581,321Liabilities 2020: $0Net Assets 2020: $6,581,3212020Assets 2021: $10,286,998Liabilities 2021: $0Net Assets 2021: $10,286,9982021Assets 2022: $9,688,861Liabilities 2022: $0Net Assets 2022: $9,688,8612022Assets 2023: $11,081,338Liabilities 2023: $0Net Assets 2023: $11,081,3382023Assets 2024: $12,485,994Liabilities 2024: $0Net Assets 2024: $12,485,9942024

Highlighted filing

2017

Assets$5,448,797
Liabilities$0
Net Assets$5,448,797
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $341,159Expenses 2011: $140,198Net Income 2011: $200,9612011Revenue 2012: $492,681Expenses 2012: $98,002Net Income 2012: $394,6792012Revenue 2013: $134,534Expenses 2013: $157,715Net Income 2013: -$23,1812013Revenue 2014: $814,123Expenses 2014: $110,468Net Income 2014: $703,6552014Revenue 2015: $1,212,298Expenses 2015: $135,811Net Income 2015: $1,076,4872015Revenue 2017: $2,421,232Expenses 2017: $302,686Net Income 2017: $2,118,5462017Revenue 2018: $771,756Expenses 2018: $331,037Net Income 2018: $440,7192018Revenue 2019: $722,068Expenses 2019: $344,146Net Income 2019: $377,9222019Revenue 2020: $506,729Expenses 2020: $334,389Net Income 2020: $172,3402020Revenue 2021: $2,771,450Expenses 2021: $424,722Net Income 2021: $2,346,7282021Revenue 2022: $2,301,271Expenses 2022: $502,787Net Income 2022: $1,798,4842022Revenue 2023: $1,422,861Expenses 2023: $1,380,527Net Income 2023: $42,3342023Revenue 2024: $1,482,990Expenses 2024: $1,364,447Net Income 2024: $118,5432024

Highlighted filing

2017

Revenue$2,421,232
Expenses$302,686
Net Income$2,118,546
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES M HOAKPres/Treasurer-$0--
NANCY J HOAKVP/Secretary-$0--
KATHLEEN HOAK POWERExecutive DirectorPT$0--
JONATHAN HALE HOAKDirector-$0--
SAMUEL E TODDDirector-$0--
MARY MARGARET HOAKDirector-$0--
ABIGAIL STEVENS HOAKDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Hoak Foundation
EIN
75-2357697
Phone
9729604802
Address
3963 MAPLE AVENUE NO 450, DALLAS, TX 75219

Signing Officer

Name
James M Hoak
Title
President
Phone
9729604802
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Daniels & Erickson Pc
Address
5323 SPRING VALLEY RD STE 250, DALLAS, TX 75254
Preparer
Clay Daniels
Phone
2147508985
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt151963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-1909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt182766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt197354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt213780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt231753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2416079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01357209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt262306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt513683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7166416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt823423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt948168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1116634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1222707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1526130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1634976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17103379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1830055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1954520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt204515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2140723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt227737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2311681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2416079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc095,000.000 SHS CASELLA WASTER SYSTEMS INC A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1233.545 SHS AMERICAN AMCAP FUND CLASS F1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26,913.654 SHS AMERICAN BEACON ION STRAT ARBITRAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100.832 SHS BBH CORE SELECT FUND CL N
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc461.51 SHS BUFFALO GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51,095.385 SHS FIDELITY LARGE CAP GRWTH INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6418.898 SHS FIDELITY LARGE CAP VALUE INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71,531.000 SHS ISHARES CORE US AGGREGATE BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8559.287 SHS JENSEN QUALITY GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc94,532.701 SHS METROPOLITAN WEST TOTAL RETURN CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10140.000 SHS SPDR GOLD TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111,456,314SHS VANGUARD INT-TERM BOND INDEX ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12230.000 SHS VANGUARD SCOTTSDALE FDS VANGUARD RUSS100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1332.449 SHS WESTWOOD MLP & STRTGENERGY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14379.978 SHS AMERICAN CENTURY MIDCAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151,214.799 SHS BBH CORE SELECT FUND CL N
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161,084.855 SHS BUFFALO GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc179,642.551 SHS DOUBLELINE TOTAL RT BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc181,251.780 SHS INVESCO DIVIDEND INCOME FUND A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc193,468.185 SHS JPMORGAN EQUITY INCOME CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20330.018 SHS LAZARD INTL STRAT EQUITY PORT OPEN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc212,612.548 SHS WESTWOOD INCOME OPP INSTL CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22642.611 SHS WESTWOOD LARGECAP VALUE INSTL CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc231,491.838 SHS WESTWOOD MLP & STRTGENERGY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232017-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0815582
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02118546
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0741426
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0296803
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06190223
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03774874
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05448797
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0225851
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0225851
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0225851
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0245989
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt020138
IRS990PF/DistributableAmountGrp/TotalTaxAmt020138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt013600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt020138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt020138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt020138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt030246
IRS990PF/FMVAssetsEOYAmt05448797
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt04297586
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt05687586
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0682034
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01329794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01329794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01635653
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02299498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02299498
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0321038
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01476656
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01476656
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-522712
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-238789
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01136149
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0342849
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0342849
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03774874
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05448797
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05448797
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03774874
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05448797
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03774874
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05448797
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04994703
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0878075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04116628
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt074921
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0245989
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04919782
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04994703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES M HOAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY J HOAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHLEEN HOAK POWER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JONATHAN HALE HOAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SAMUEL E TODD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MARY MARGARET HOAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ABIGAIL STEVENS HOAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03963 MAPLE AVE SUITE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13963 MAPLE AVE SUITE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23963 MAPLE AVE SUITE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33963 MAPLE AVE SUITE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43963 MAPLE AVE SUITE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt53963 MAPLE AVE SUITE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt63963 MAPLE AVE SUITE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4DALLAS

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,448,797
Liabilities
$0
Net assets
$5,448,797
Revenue
$2,421,232
Expenses
$302,686
Net income
$2,118,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.48$1.36$0.12
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.42$1.38$0.04
2022Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$2.30$0.50$1.80
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$2.77$0.42$2.35
2020Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.51$0.33$0.17
2019Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.72$0.34$0.38
2018Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.77$0.33$0.44
2017Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$2.42$0.30$2.12
2015Summary only. Only limited summary data is available for this year.$2.91$0.00$1.21$0.14$1.08
2014Summary only. Only limited summary data is available for this year.$2.05$0.00$0.81$0.11$0.70
2013Summary only. Only limited summary data is available for this year.$1.35$0.00$0.13$0.16$0.02
2012Summary only. Only limited summary data is available for this year.$1.37$0.00$0.49$0.10$0.39
2011Summary only. Only limited summary data is available for this year.$1.50$0.00$0.34$0.14$0.20