Civic Intelligence

The Hazelwood Foundation

990PF • Fiscal year 2020 • EIN 76-0542713

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
1250 NE Loop 410 Suite 510San Antonio, TX 78209-1552

(210) 241-5667

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

31st percentile

-9.6%

Higher net margin than 31% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-68%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$76,359

Down $1,939 (-2.5%) from 2019

Net Assets

Down

$76,359

Down $1,939 (-2.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Down

$20,280

Down $43,437 (-68%) from 2019

Expenses

Down

$22,219

Down $34,428 (-61%) from 2019

Net Income

Down

-$1,939

Down $9,009 (-127%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$300K$200K$100K$0Assets 2011: $233,338Liabilities 2011: $02011Assets 2012: $170,482Liabilities 2012: $02012Assets 2013: $134,214Liabilities 2013: $02013Assets 2014: $71,835Liabilities 2014: $02014Assets 2015: $33,971Liabilities 2015: $02015Assets 2018: $71,228Liabilities 2018: $0Net Assets 2018: $71,2282018Assets 2019: $78,298Liabilities 2019: $0Net Assets 2019: $78,2982019Assets 2020: $76,359Liabilities 2020: $0Net Assets 2020: $76,3592020Assets 2021: $177,225Liabilities 2021: $0Net Assets 2021: $177,2252021Assets 2022: $126,339Liabilities 2022: $0Net Assets 2022: $126,3392022Assets 2023: $5,834Liabilities 2023: $0Net Assets 2023: $5,8342023Assets 2024: $3,145Liabilities 2024: $0Net Assets 2024: $3,1452024

Highlighted filing

2020

Assets$76,359
Liabilities$0
Net Assets$76,359
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $12,058Expenses 2011: $163,185Net Income 2011: -$151,1272011Revenue 2012: $128Expenses 2012: $60,984Net Income 2012: -$60,8562012Revenue 2013: $38,682Expenses 2013: $74,950Net Income 2013: -$36,2682013Revenue 2014: $1,880Expenses 2014: $64,259Net Income 2014: -$62,3792014Revenue 2015: $23,061Expenses 2015: $60,925Net Income 2015: -$37,8642015Revenue 2018: $52,000Expenses 2018: $41,044Net Income 2018: $10,9562018Revenue 2019: $63,717Expenses 2019: $56,647Net Income 2019: $7,0702019Revenue 2020: $20,280Expenses 2020: $22,219Net Income 2020: -$1,9392020Revenue 2021: $188,683Expenses 2021: $42,919Net Income 2021: $145,7642021Revenue 2022: $33Expenses 2022: $50,919Net Income 2022: -$50,8862022Revenue 2023: $2,259Expenses 2023: $382,760Net Income 2023: -$380,5012023Revenue 2024: $440Expenses 2024: $3,129Net Income 2024: -$2,6892024

Highlighted filing

2020

Revenue$20,280
Expenses$22,219
Net Income-$1,939
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT M KLEBERGPresident-$0--
JULIE M KLEBERGVice Pres-$0--
EDWARD E HARTLINESecy,Trst-$0--
Filing and Contact Details

Filer

Filer Name
Hazelwood Foundation
EIN
76-0542713
In Care Of
% SFD FAMILY OFFICE
Address
1250 NE Loop 410 Suite 510, San Antonio, TX 78209-1552

Signing Officer

Name
Scott M Kleberg
Title
President
Phone
8173321600
Signed
2021-11-15

Preparer

Firm
Melinda M Strong CPA
Address
311 Northridge Drive, San Antonio, TX 78209
Preparer
Melinda M Strong
Phone
2102452716
Raw XML Appendix343 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SCOTT M KLEBERG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Medical
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0St Andrews Episcopal Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMON CARTER MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2STAR SPONSORSHIP PROGRAM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CAESAR KLEBERG FOUNDATION FOR WILDLIFECONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Texas Exes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Telluride Medical Center Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6The Goodfellow Fund
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Parishioner
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4Alumni
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0917 Lamar Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13501 CAMP BOWIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26707 Brentwood Stair Rd Suite 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3MSC 218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4P O Box 7278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 1229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6P O Box 1870
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0700 UNIVERSITY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Fort Worth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Fort Worth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KINGSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Telluride
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Fort Worth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3783638202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4787137278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd581435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd676101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017522
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt041623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt089357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt039253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048069
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048069
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0196788
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01878
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041623
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt089357
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039253
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01878
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0244857
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0242979
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Bluestem Partners LP Scott Kleberg
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01250 NE LOOP 410 STE 510
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Antonio
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078209
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011393
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NONDEDUCT P/S EXP 25-6437810
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UBS BROKERAGE & ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1185
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Ordinary Busn Inc #25-6437810
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-4
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4
TaxesSchedule/TaxesDetail/Amt02500
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR EXTENSION PMT
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott M Kleberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08173321600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hazelwood Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HAZE
ReturnHeader/Filer/EIN0760542713
ReturnHeader/Filer/InCareOfNm0% SFD FAMILY OFFICE
ReturnHeader/Filer/USAddress/AddressLine1Txt01250 NE Loop 410 Suite 510
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782091552
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Melinda M Strong CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0311 Northridge Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078209
ReturnHeader/PreparerPersonGrp/PhoneNum02102452716
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melinda M Strong
ReturnHeader/ReturnTs02021-11-15T19:26:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Scott M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kleberg
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,359
Liabilities
$0
Net assets
$76,359
Revenue
$20,280
Expenses
$22,219
Net income
-$1,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.02$3.83$3.81
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.00$0.51$0.51
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.89$0.43$1.46
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.20$0.22$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.64$0.57$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.52$0.41$0.11
2015Summary only. Only limited summary data is available for this year.$0.34$0.00$0.23$0.61$0.38
2014Summary only. Only limited summary data is available for this year.$0.72$0.00$0.02$0.64$0.62
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$0.39$0.75$0.36
2012Summary only. Only limited summary data is available for this year.$1.70$0.00$0.00$0.61$0.61
2011Summary only. Only limited summary data is available for this year.$2.33$0.00$0.12$1.63$1.51