Civic Intelligence

The John T Hocker Charitable Foundation

990PF • Fiscal year 2016 • EIN 80-0922599

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 07, 2017

Organization Profile
14241 Robin RoadLeavenworth, KS 66048

(913) 727-1426

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

2002%

Higher net margin than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$14,258

Higher top officer pay than 47% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

16th percentile

-6.7%

Faster asset growth than 16% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,318,538

Down $166,043 (-6.7%) from 2015

Net Assets

Down

$2,318,538

Down $166,043 (-6.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$8,254

Down $110,943 (-108%) from 2015

Expenses

Up

$156,981

Up $25,209 (+19%) from 2015

Net Income

Down

-$165,235

Down $136,152 (-468%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,305,531Liabilities 2012: $02012Assets 2013: $2,296,629Liabilities 2013: $0Net Assets 2013: $2,296,6292013Assets 2014: $2,513,664Liabilities 2014: $0Net Assets 2014: $2,513,6642014Assets 2015: $2,484,581Liabilities 2015: $0Net Assets 2015: $2,484,5812015Assets 2016: $2,318,538Liabilities 2016: $0Net Assets 2016: $2,318,5382016Assets 2017: $2,264,625Liabilities 2017: $0Net Assets 2017: $2,264,6252017Assets 2018: $2,262,654Liabilities 2018: $0Net Assets 2018: $2,262,6542018Assets 2019: $2,235,199Liabilities 2019: $0Net Assets 2019: $2,235,1992019Assets 2020: $2,195,471Liabilities 2020: $0Net Assets 2020: $2,195,4712020Assets 2021: $2,165,231Liabilities 2021: $0Net Assets 2021: $2,165,2312021Assets 2022: $2,111,879Liabilities 2022: $0Net Assets 2022: $2,111,8792022Assets 2023: $2,023,906Liabilities 2023: $0Net Assets 2023: $2,023,9062023Assets 2024: $1,946,790Liabilities 2024: $0Net Assets 2024: $1,946,7902024

Highlighted filing

2016

Assets$2,318,538
Liabilities$0
Net Assets$2,318,538
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $2,386,345Expenses 2012: $80,814Net Income 2012: $2,305,5312012Revenue 2013: $131,084Expenses 2013: $139,986Net Income 2013: -$8,9022013Revenue 2014: $374,988Expenses 2014: $157,953Net Income 2014: $217,0352014Revenue 2015: $102,689Expenses 2015: $131,772Net Income 2015: -$29,0832015Revenue 2016: -$8,254Expenses 2016: $156,981Net Income 2016: -$165,2352016Revenue 2017: $83,399Expenses 2017: $137,312Net Income 2017: -$53,9132017Revenue 2018: $149,590Expenses 2018: $151,561Net Income 2018: -$1,9712018Revenue 2019: $103,675Expenses 2019: $131,130Net Income 2019: -$27,4552019Revenue 2020: $108,154Expenses 2020: $147,882Net Income 2020: -$39,7282020Revenue 2021: $110,951Expenses 2021: $155,524Net Income 2021: -$44,5732021Revenue 2022: $73,759Expenses 2022: $146,192Net Income 2022: -$72,4332022Revenue 2023: $59,528Expenses 2023: $166,856Net Income 2023: -$107,3282023Revenue 2024: $47,994Expenses 2024: $149,272Net Income 2024: -$101,2782024

Highlighted filing

2016

Revenue-$8,254
Expenses$156,981
Net Income-$165,235
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet Blume-RenkoskiTrustee-$14,258-$14,258
Michael W FisherTrustee-$10,519-$10,519
Filing and Contact Details

Filer

Filer Name
The John T Hocker Charitable Foundation
EIN
80-0922599
Phone
9137271426
Address
14241 Robin Road, Leavenworth, KS 66048

Signing Officer

Name
Michael W Fisher
Title
Trustee
Signed
2017-07-07
Discuss with paid preparer
Yes

Preparer

Firm
S Mark Hand & Associates PA
Address
1301 Riverplace Blvd Suite 2400, Jacksonville, FL 32207
Preparer
S Mark Hand
Phone
9043569400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PRINCIPAL FINL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41QQRVO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42REYNOLDS AMERICAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SCHLUMEBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SUNTRUST BANKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48XCEL ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49AT&T INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50AT&T INC DTD 4.125%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ALASKA AIR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53AMERICAN INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54THE BOEING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CVS COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CAMPBELL SOUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59johnson & johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60KIMBERLY CLARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LEAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LOWES COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NASDAQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SEALED AIR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69STANLEY BLACK AND DECKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TESORO CORP COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71DANA LARGE CAP EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72AMDOCS LTD SC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STERIS PLC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ROYAL CARIBBEAN CRUISES COMMON
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0115915
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0211418
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0207421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt57379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt650179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt736788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8111574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt957000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1057000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1197040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1236278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BERKSHIRE HATHAWAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHARTER COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DR HORTON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ELECTRONIC ARTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4INTERPUBLIC GROUP COMMON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LAM RESEARCH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MANUF & TRADERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FEDERATED MDT SMALL CAP GROWTH CL1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8GOLDMAN SACHS GROWTH OPP FUND CLI #132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9LAZARD EMRGING MKTD PORTFOLIO FUND#638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10OPPENHEIMER DEV MARKETS FUND CLY #788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11STERLING CAPITAL MID VALUE FUND 312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VIRTUS QUALITY SMALL CAP FUND CL1 #1764
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt014902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt510679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt649933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt740811
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt947805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1047431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1187385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1239928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt037619
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-45873
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037619
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-45873
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01452
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01453
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02905
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt037619
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt016639
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08136
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024777
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt095000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt095000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt037619
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037619
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037619
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-165235
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01172061
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt010192
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01259
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt011451
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-45873
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06222
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02299
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022848
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt037619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0125582
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031397
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0156981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-8254
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt030582
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031397
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01217934
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-45873
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BB&T #M77925 LT
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02318538
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0113361
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0113361
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0113423
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt062
IRS990PF/DistributableAmountGrp/TotalTaxAmt062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0694
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0694
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0756
IRS990PF/FMVAssetsEOYAmt02283704
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02484581
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02318538

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,318,538
Liabilities
$0
Net assets
$2,318,538
Revenue
-$8,254
Expenses
$156,981
Net income
-$165,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.05$0.15$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.06$0.17$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.07$0.15$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.11$0.16$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11$0.15$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.10$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.15$0.15$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.08$0.14$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.01$0.16$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.10$0.13$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.37$0.16$0.22
2013Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.13$0.14$0.01
2012Summary only. Only limited summary data is available for this year.$2.31$0.00$2.39$0.08$2.31