Civic Intelligence

Hoblitzelle Foundation

990PF • Fiscal year 2019 • EIN 75-6003984

May 01, 2018 to Apr 30, 2019 • Filed on Sep 04, 2019

Organization Profile
5556 Caruth Haven Lane No 200Dallas, TX 75225

(214) 373-0462

Siviq Scores

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

Liabilities / Assets

31st percentile

0.07x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.81x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

33rd percentile

$258,750

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$141,717,944

Up $15,629,742 (+12%) from 2015

Net Assets

$131,901,197

No earlier filing loaded for comparison.

Liabilities

Up

$9,816,747

Up $365,469 (+3.9%) from 2015

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin83rd percentile

Revenue

Down

$12,163,974

Down $9,686,880 (-44%) from 2015

Expenses

Up

$8,556,871

Up $1,130,644 (+15%) from 2015

Net Income

Down

$3,607,103

Down $10,817,524 (-75%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0Assets 2011: $97,678,761Liabilities 2011: $7,048,071Net Assets 2011: $90,630,6902011Assets 2012: $99,428,579Liabilities 2012: $9,231,482Net Assets 2012: $90,197,0972012Assets 2013: $99,401,442Liabilities 2013: $8,364,4102013Assets 2014: $110,175,842Liabilities 2014: $8,507,8402014Assets 2015: $126,088,202Liabilities 2015: $9,451,2782015Assets 2019: $141,717,944Liabilities 2019: $9,816,747Net Assets 2019: $131,901,1972019Assets 2020: $129,128,368Liabilities 2020: $8,249,914Net Assets 2020: $120,878,4542020Assets 2021: $130,386,109Liabilities 2021: $5,901,167Net Assets 2021: $124,484,9422021Assets 2022: $135,054,358Liabilities 2022: $7,463,823Net Assets 2022: $127,590,5352022Assets 2023: $128,406,207Liabilities 2023: $6,139,969Net Assets 2023: $122,266,2382023Assets 2024: $132,939,156Liabilities 2024: $5,362,366Net Assets 2024: $127,576,7902024Assets 2025: $135,684,279Liabilities 2025: $8,996,839Net Assets 2025: $126,687,4402025

Highlighted filing

2019

Assets$141,717,944
Liabilities$9,816,747
Net Assets$131,901,197
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2011: $6,119,5112011Expenses 2012: $7,500,5642012Revenue 2013: $6,146,175Expenses 2013: $5,700,717Net Income 2013: $445,4582013Revenue 2014: $17,091,037Expenses 2014: $6,853,528Net Income 2014: $10,237,5092014Revenue 2015: $21,850,854Expenses 2015: $7,426,227Net Income 2015: $14,424,6272015Revenue 2019: $12,163,974Expenses 2019: $8,556,871Net Income 2019: $3,607,1032019Revenue 2020: $7,303,759Expenses 2020: $5,905,219Net Income 2020: $1,398,5402020Revenue 2021: $9,323,539Expenses 2021: $5,533,473Net Income 2021: $3,790,0662021Revenue 2022: $12,987,577Expenses 2022: $9,919,162Net Income 2022: $3,068,4152022Revenue 2023: $1,965,913Expenses 2023: $7,209,619Net Income 2023: -$5,243,7062023Revenue 2024: $13,251,251Expenses 2024: $7,979,399Net Income 2024: $5,271,8522024Revenue 2025: $11,676,370Expenses 2025: $12,620,159Net Income 2025: -$943,7892025

Highlighted filing

2019

Revenue$12,163,974
Expenses$8,556,871
Net Income$3,607,103
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN H ROBBINSPresident And CEOFT$225,000$33,750$258,750
LISA HALLExecutive AssistantFT$68,750$10,313$79,063
KATHLEEN S STONESecretary/ ManagerFT$11,900$6,785$18,685
JOHN W DAYTONChairman-$0--
KAREN L SHUFORDVice Chairman-$0--
JERE W THOMPSON JRTreasurer-$0--
CATHERINE ROSEDirector-$0--
DANIEL PODOLSKY MDDirector-$0--
HOLLAND P GARYDirector-$0--
LYDIA NOVAKOVDirector-$0--
RAFAEL M ANCHIADirector-$0--
Filing and Contact Details

Filer

Filer Name
Hoblitzelle Foundation
EIN
75-6003984
Phone
2143730462
Address
5556 CARUTH HAVEN LANE NO 200, DALLAS, TX 75225

Signing Officer

Name
Kathryn H Robbins
Title
CEO
Phone
2143730462
Signed
2019-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Lane Gorman Trubitt LLC
Address
2626 HOWELL ST SUITE 700, DALLAS, TX 75204
Preparer
Kevin Warnekecpa
Phone
2148717500
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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/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt031415
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09270136
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0259803
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt045848
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0305650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07161789
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07041798
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0535
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02714953
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02714953
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03607103
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0143546173
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0798
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0798
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09270136
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011223328
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt066543
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt011743
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt078286
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt037515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt037515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0178885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt021857
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0684472
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0706329
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0168627
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt017008
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0185635
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt01794
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt01794
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt015245
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02690
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0147991
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07784511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0761761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08556871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011985089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012163974
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0622722
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0761761
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01515073
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt019125
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt019125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0134276037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09270136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09270136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0143546173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09270136
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03607103
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt088883
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04982868
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0131990080
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0123400109
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0131901197
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07074695
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06974695
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07074695
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07086928
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0100000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0112233
IRS990PF/DistributableAmountGrp/TotalTaxAmt0112233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0114415
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0226648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0112233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0114415
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0112233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0112233
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0226648
IRS990PF/FMVAssetsEOYAmt0148320749
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0423606
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0791141
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0423606
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0423606
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0639
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03672
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03672
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt019585722
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt028646748
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt018781261
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt087241789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt094740196
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0113724470
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt08030741
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt08010741
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt044754
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt044754
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt018480
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt018480
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt018480
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01159263
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt025689
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01915345
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01806006
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04525848
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05421583
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05421583
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0133346195
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0141717944
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0148320749
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt09946086
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt09816747
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0133346195
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0141717944
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0123400109
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0131901197
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0123400109
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0131901197
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt011182576
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt011304396
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt09921988
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0143897008
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05970197
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0137926811
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02158455
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07086928

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,717,944
Liabilities
$9,816,747
Net assets
$131,901,197
Revenue
$12,163,974
Expenses
$8,556,871
Net income
$3,607,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$136$9.00$127$11.7$12.6$0.94
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$133$5.36$128$13.3$7.98$5.27
2023Detailed filing. Detailed filing data is available for this year.$128$6.14$122$1.97$7.21$5.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$7.46$128$13.0$9.92$3.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$130$5.90$124$9.32$5.53$3.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$8.25$121$7.30$5.91$1.40
2019Detailed filing. Detailed filing data is available for this year.$142$9.82$132$12.2$8.56$3.61
2015Summary only. Only limited summary data is available for this year.$126$9.45$21.9$7.43$14.4
2014Summary only. Only limited summary data is available for this year.$110$8.51$17.1$6.85$10.2
2013Summary only. Only limited summary data is available for this year.$99.4$8.36$6.15$5.70$0.45
2012Detailed filing. Detailed filing data is available for this year.$99.4$9.23$90.2$7.50
2011Detailed filing. Detailed filing data is available for this year.$97.7$7.05$90.6$6.12