Civic Intelligence

Hofheinz Fund Private Bank

990PF • Fiscal year 2017 • EIN 76-0090167

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 14, 2018

Organization Profile
c/o MMGC CPAs PO Box 1826Palm Springs, CA 92263

(213) 713-5006

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

2.72x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-2686%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.6%

Faster asset growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-8.0%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$444,254

Down $21,288 (-4.6%) from 2016

Net Assets

Down

$442,067

Down $21,622 (-4.7%) from 2016

Liabilities

Up

$2,187

Up $334 (+18%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Down

$805

Down $70 (-8.0%) from 2016

Expenses

Down

$22,427

Down $13,933 (-38%) from 2016

Net Income

Up

-$21,622

Up $13,863 (+39%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$800K$600K$400K$200K$0Assets 2010: $718,545Liabilities 2010: $0Net Assets 2010: $718,5452010Assets 2011: $677,084Liabilities 2011: $02011Assets 2012: $626,103Liabilities 2012: $02012Assets 2013: $586,744Liabilities 2013: $02013Assets 2014: $545,151Liabilities 2014: $02014Assets 2015: $499,174Liabilities 2015: $1Net Assets 2015: $499,1742015Assets 2016: $465,542Liabilities 2016: $1,853Net Assets 2016: $463,6892016Assets 2017: $444,254Liabilities 2017: $2,187Net Assets 2017: $442,0672017Assets 2018: $414,212Liabilities 2018: $1,193Net Assets 2018: $413,0192018Assets 2019: $399,344Liabilities 2019: $1Net Assets 2019: $399,3442019Assets 2020: $415,228Liabilities 2020: $1,237Net Assets 2020: $413,9912020Assets 2021: $404,157Liabilities 2021: $732Net Assets 2021: $403,4252021

Highlighted filing

2017

Assets$444,254
Liabilities$2,187
Net Assets$442,067
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $56,4602010Revenue 2011: $1,448Expenses 2011: $42,909Net Income 2011: -$41,4612011Revenue 2012: $3,615Expenses 2012: $54,596Net Income 2012: -$50,9812012Revenue 2013: $1,383Expenses 2013: $40,742Net Income 2013: -$39,3592013Revenue 2014: $1,154Expenses 2014: $42,747Net Income 2014: -$41,5932014Revenue 2015: $1,038Expenses 2015: $47,015Net Income 2015: -$45,9772015Revenue 2016: $875Expenses 2016: $36,360Net Income 2016: -$35,4852016Revenue 2017: $805Expenses 2017: $22,427Net Income 2017: -$21,6222017Revenue 2018: $455Expenses 2018: $29,503Net Income 2018: -$29,0482018Revenue 2019: $677Expenses 2019: $14,352Net Income 2019: -$13,6752019Revenue 2020: $33,041Expenses 2020: $18,394Net Income 2020: $14,6472020Revenue 2021: $7,700Expenses 2021: $18,266Net Income 2021: -$10,5662021

Highlighted filing

2017

Revenue$805
Expenses$22,427
Net Income-$21,622
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 14, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROY HOFHEINZPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Hofheinz Fund
EIN
76-0090167
Phone
2137135006
Address
c/o MMGC CPAs PO Box 1826, Palm Springs, CA 92263

Signing Officer

Name
Roy Hofheinz
Title
President
Signed
2018-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Maryanov Madsen Gordon Campbell
Address
PO Box 1826, PALM SPRINGS, CA 92263-1826
Preparer
Lyle Pierceall CPA
Phone
7603206642
Raw XML Appendix272 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/SummaryOfDirectChrtblActyGrp/Description1Txt0The Hofheinz Fund is a Texas Charitable Trust established in 1983 by a bequest from the Roy M. Hofheinz Charitable Foundation of Houston, Texas. Since its founding, the Fund has devoted itself to a broad range of scientific, educational and charitable ventures, including grants to organizations such as Houston Grand Opera Association, Access Houston, the University of Houston, Palm Springs Cultural Center and other public charities. After 1989 the present leadership of the Fund led it into direct activities as a private operating foundation. For more than two decades, in addition to other charitable activities, the Fund has operated as independent support for several other operating charities, notably the United States Air Force Auxiliary Civil Air Patrol, an organization similarly organized under Internal Revenue Code Section 501(c) (3). This support takes the form of providing the use of equipment, consulting and troubleshooting services, which are donated without charge. For example
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3137
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4495
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt56549
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6367
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt71130
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt86509
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0533
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3137
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4495
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56549
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6367
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt86509
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt09
TaxesSchedule/TaxesDetail/Amt09
TaxesSchedule/TaxesDetail/Amt11453
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1property taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01453
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROY HOFHEINZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Hofheinz Fund
ReturnHeader/Filer/BusinessNameControlTxt0HOFH
ReturnHeader/Filer/EIN0760090167
ReturnHeader/Filer/PhoneNum02137135006
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o MMGC CPAs PO Box 1826
ReturnHeader/Filer/USAddress/CityNm0Palm Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARYANOV MADSEN GORDON CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1826
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0922631826
ReturnHeader/PreparerPersonGrp/PhoneNum07603206642
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lyle Pierceall CPA
ReturnHeader/ReturnTs02018-08-14T15:08:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$444,254
Liabilities
$2,187
Net assets
$442,067
Revenue
$805
Expenses
$22,427
Net income
-$21,622
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4.04$0.01$4.03$0.08$0.18$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.15$0.01$4.14$0.33$0.18$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.01$0.14$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.01$4.13$0.00$0.30$0.29
2017Detailed filing. Detailed filing data is available for this year.$4.44$0.02$4.42$0.01$0.22$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.66$0.02$4.64$0.01$0.36$0.35
2015Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.01$0.47$0.46
2014Summary only. Only limited summary data is available for this year.$5.45$0.00$0.01$0.43$0.42
2013Summary only. Only limited summary data is available for this year.$5.87$0.00$0.01$0.41$0.39
2012Summary only. Only limited summary data is available for this year.$6.26$0.00$0.04$0.55$0.51
2011Summary only. Only limited summary data is available for this year.$6.77$0.00$0.01$0.43$0.41
2010Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.56