Civic Intelligence

Zach Hoefler Memorial Trust

EIN 83-2778277 • 501(c)3 • Allen, TX

Profile

To provide financial support and assitance to families with children suffering from cancer and other serious illnesses.

1232 Brenham DrAllen, TX 75013

www.hoeflerstrong.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

26th percentile

-7.9%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$522,581

Up $70,428 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$522,581

Up $70,428 (+16%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin82nd percentile

Revenue

Up

$183,845

Up $38,223 (+26%) from 2023

Expenses

Up

$123,269

Up $57,881 (+89%) from 2023

Net Income

Down

$60,576

Down $19,658 (-25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2019: $98,068Liabilities 2019: $0Net Assets 2019: $98,0682019Assets 2020: $167,927Liabilities 2020: $3,500Net Assets 2020: $164,4272020Assets 2021: $267,902Liabilities 2021: $0Net Assets 2021: $267,9022021Assets 2022: $363,362Liabilities 2022: $0Net Assets 2022: $363,3622022Assets 2023: $452,153Liabilities 2023: $0Net Assets 2023: $452,1532023Assets 2024: $522,581Liabilities 2024: $0Net Assets 2024: $522,5812024

Highlighted filing

2024

Assets$522,581
Liabilities$0
Net Assets$522,581
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2019: $107,007Expenses 2019: $8,939Net Income 2019: $98,0682019Revenue 2020: $86,630Expenses 2020: $20,271Net Income 2020: $66,3592020Revenue 2021: $182,292Expenses 2021: $80,317Net Income 2021: $101,9752021Revenue 2022: $216,590Expenses 2022: $95,219Net Income 2022: $121,3712022Revenue 2023: $145,622Expenses 2023: $65,388Net Income 2023: $80,2342023Revenue 2024: $183,845Expenses 2024: $123,269Net Income 2024: $60,5762024

Highlighted filing

2024

Revenue$183,845
Expenses$123,269
Net Income$60,576
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$522,581
Liabilities
$0
Net assets
$522,581
Revenue
$183,845
Expenses
$123,269
Net income
$60,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$1.84$1.23$0.61
2023Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$1.46$0.65$0.80
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$2.17$0.95$1.21
2021Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$1.82$0.80$1.02
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.04$1.64$0.87$0.20$0.66
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.07$0.09$0.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$224,360
Mission and Program Overview

Mission

To provide financial support and assitance to families with children suffering from cancer and other serious illnesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$452,153$522,581▲ $70,428
Investments in Publicly Traded Securities$355,832$382,985▲ $27,153
Cash and Non-Interest-Bearing Accounts$96,321$139,596▲ $43,275
Total Assets$452,153$522,581▲ $70,428
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$452,153$522,581▲ $70,428
Total Liabilities and Net Assets / Fund Balance$452,153$522,581▲ $70,428
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Dan GrayBoard Member
Kendall HoeflerBoard Member
Michael HoeflerPresidnet
Kelly HoeflerSecretary
Allison MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,027
Program Service Revenue
$0
Investment Income
$17,301
Other Revenue
$125,517
All Other Contributions
$41,027
Change in Net Assets
$60,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,694
Other Expenses$50,575
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$72,694--$72,694
Office Expenses$23,368--$23,368
Other Expenses$9,000--$9,000
Advertising$8,500--$8,500
All Other Expenses$6,000--$6,000
Insurance$438--$438
Total Functional Expenses$123,269$0$0$123,269
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$144,858
Fundraising Direct Expenses$19,341
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Big Z Classi$144,858$144,858$19,340$125,518
Total Events$144,858$144,858$19,340$125,518
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The secretary and treasurer review form 990 prior to filing.”

Governing documents etc available to public Part VI line 19

“Documents made available upon request. Reproduction costs may apply.”

Filing and Contact Details

Filer

Filer Name
Zach Hoefler Memorial Trust
EIN
83-2778277
In Care Of
% Kelly Hoefler
Phone
2144768607
Address
1232 Brenham Dr, Allen, TX 75013

Signing Officer

Name
Kelly Hoefler
Title
Secretary
Phone
2144768607
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Hoefler
Formed
2019
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Nabors CPA Services PC
Address
8765 Stockard Drive Suite 404, Frisco, TX 75034
Preparer
R Wayne Nabors CPA
Phone
9724641226
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The secretary and treasurer review form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents made available upon request. Reproduction costs may apply.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY HOEFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02144768607
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Zach Hoefler Memorial Trust
ReturnHeader/Filer/BusinessNameControlTxt0ZACH
ReturnHeader/Filer/EIN0832778277
ReturnHeader/Filer/InCareOfNm0% Kelly Hoefler
ReturnHeader/Filer/PhoneNum02144768607
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nabors CPA Services PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08765 Stockard Drive Suite 404
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Frisco
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ReturnHeader/PreparerPersonGrp/PhoneNum09724641226
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R WAYNE NABORS CPA
ReturnHeader/ReturnTs02025-11-13T14:02:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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