Civic Intelligence

The Marilyn Brachman Hoffman Foundation

990PF • Fiscal year 2015 • EIN 75-2761459

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 04, 2016

3200 Riverfront Dr No 200Fort Worth, TX 76107

(817) 332-2301

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

33rd percentile

-3.8%

Higher net margin than 33% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

2nd percentile

-38%

Faster asset growth than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

1000%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$68,167

Down $41,878 (-38%) from 2014

Net Assets

Down

$68,167

Down $41,878 (-38%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$1,100,014

Up $999,999 (+1000%) from 2014

Expenses

Up

$1,141,892

Up $1,096,122 (+2395%) from 2014

Net Income

Down

-$41,878

Down $96,123 (-177%) from 2014

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $68,522Liabilities 2010: $0Net Assets 2010: $68,5222010Assets 2011: $62,307Liabilities 2011: $0Net Assets 2011: $62,3072011Assets 2012: $56,660Liabilities 2012: $02012Assets 2013: $55,800Liabilities 2013: $0Net Assets 2013: $55,8002013Assets 2014: $110,045Liabilities 2014: $0Net Assets 2014: $110,0452014Assets 2015: $68,167Liabilities 2015: $0Net Assets 2015: $68,1672015Assets 2016: $5,522,840Liabilities 2016: $0Net Assets 2016: $5,522,8402016Assets 2017: $3,783,096Liabilities 2017: $0Net Assets 2017: $3,783,0962017Assets 2018: $4,126,142Liabilities 2018: $0Net Assets 2018: $4,126,1422018Assets 2019: $46,331,591Liabilities 2019: $0Net Assets 2019: $46,331,5912019Assets 2020: $46,149,983Liabilities 2020: $0Net Assets 2020: $46,149,9832020Assets 2021: $49,212,977Liabilities 2021: $3,602Net Assets 2021: $49,209,3752021Assets 2022: $48,508,719Liabilities 2022: $5,122Net Assets 2022: $48,503,5972022Assets 2023: $47,530,686Liabilities 2023: $1,858Net Assets 2023: $47,528,8282023Assets 2024: $47,569,139Liabilities 2024: $682Net Assets 2024: $47,568,4572024

Highlighted filing

2015

Assets$68,167
Liabilities$0
Net Assets$68,167

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $5,3632010Expenses 2011: $6,2752011Revenue 2012: $48Expenses 2012: $5,695Net Income 2012: -$5,6472012Revenue 2013: $32Expenses 2013: $892Net Income 2013: -$8602013Revenue 2014: $100,015Expenses 2014: $45,770Net Income 2014: $54,2452014Revenue 2015: $1,100,014Expenses 2015: $1,141,892Net Income 2015: -$41,8782015Revenue 2016: $6,952,531Expenses 2016: $1,497,858Net Income 2016: $5,454,6732016Revenue 2017: $63,746Expenses 2017: $1,803,490Net Income 2017: -$1,739,7442017Revenue 2018: $1,071,301Expenses 2018: $728,255Net Income 2018: $343,0462018Revenue 2019: $43,827,481Expenses 2019: $1,622,032Net Income 2019: $42,205,4492019Revenue 2020: $1,634,257Expenses 2020: $1,815,865Net Income 2020: -$181,6082020Revenue 2021: $5,487,747Expenses 2021: $2,469,907Net Income 2021: $3,017,8402021Revenue 2022: $1,456,469Expenses 2022: $2,454,710Net Income 2022: -$998,2412022Revenue 2023: $1,815,773Expenses 2023: $2,681,617Net Income 2023: -$865,8442023Revenue 2024: $3,885,869Expenses 2024: $3,627,568Net Income 2024: $258,3012024

Highlighted filing

2015

Revenue$1,100,014
Expenses$1,141,892
Net Income-$41,878
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 4, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS CANTRILLPresident/Director-$0--
DENNIS R OPITZVice Pres/Sec/Treas/Direct-$0--
MARY JALONIKDirector-$0--
NANCY JONESDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIOMEDICAL CENTER AND MEDICAL SCHOOL.PUBLICSAN ANTONIO, TX, US$1,024,869
Filing and Contact Details

Filer

Filer Name
The Marilyn Brachman Hoffman Foundation
EIN
75-2761459
Phone
8173322301
Address
3200 RIVERFRONT DR NO 200, FORT WORTH, TX 76107

Signing Officer

Name
Dennis Opitz
Title
Director
Phone
8173322301
Signed
2016-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Rylander Clay & Opitz Llp
Address
3200 RIVERFRONT DRIVE SUITE 200, FORT WORTH, TX 76107
Preparer
Robert E Opitz
Phone
8173322301
Raw XML Appendix316 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/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt076791
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS CANTRILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DENNIS R OPITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY JALONIK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NANCY JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01024869
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL CENTER AND MEDICAL SCHOOL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07703 FLOYD CURL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078229
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01024869
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03782
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03782
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038870
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01168470
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01129600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038870
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01133382
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01129600
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01168470
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt038870
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THE MARILYN B HOFFMAN ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 831041
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DALLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0752831071
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01848
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03695
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01847
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEETING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0872
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt172
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0872
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt172
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01744
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1144
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0100000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0100000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt13125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13125
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS OPITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08173322301
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARILYN BRACHMAN HOFFMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0752761459
ReturnHeader/Filer/PhoneNum08173322301
ReturnHeader/Filer/USAddress/AddressLine1Txt03200 RIVERFRONT DR NO 200
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751458509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RYLANDER CLAY & OPITZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03200 RIVERFRONT DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076107
ReturnHeader/PreparerPersonGrp/PhoneNum08173322301
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E OPITZ
ReturnHeader/ReturnTs02016-11-14T08:01:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.6$0.00$47.6$3.89$3.63$0.26
2023Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$1.82$2.68$0.87
2022Detailed filing. Detailed filing data is available for this year.$48.5$0.01$48.5$1.46$2.45$1.00
2021Detailed filing. Detailed filing data is available for this year.$49.2$0.00$49.2$5.49$2.47$3.02
2020Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$1.63$1.82$0.18
2019Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$43.8$1.62$42.2
2018Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$1.07$0.73$0.34
2017Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.06$1.80$1.74
2016Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$6.95$1.50$5.45
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.10$1.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.10$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.00$0.01$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01