Robert and Ottillia Hodgkinson Charitable Foundation

990PF • Fiscal year 2021 • EIN 83-6585239

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profile

CO Broadway Bank PO Box 17001San Antonio, TX 78217

(210) 283-6700

Siviq Scores

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

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

13%

Higher net margin than 51% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

0.9%

Faster asset growth than 33% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

-35%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets39th percentile

Assets

$938,003

Up $8,658 (+0.9%) from 2020

Net Assets

$938,003

Up $8,658 (+0.9%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue39th percentile Net Margin51st percentile

Revenue

Down

$71,604

Down $39,360 (-35%) from 2020

Expenses

Down

$62,105

Down $5,750 (-8.5%) from 2020

Net Income

Down

$9,499

Down $33,610 (-78%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2021

Assets$938,003

Liabilities$0

Net Assets$938,003

Open 2021 Filing

Operations Trend

Revenue Growth11th percentile

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

Highlighted filing

2021

Revenue$71,604

Expenses$62,105

Net Income$9,499

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Nov 9, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay56th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BROADWAY NATIONAL BANK	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Robert & Ottillia Hodgkinson Charitable
EIN: 83-6585239
Phone: 2102836700
Address: CO BROADWAY BANK PO BOX 17001, SAN ANTONIO, TX 78217

Signing Officer

Name: Tammy M Wheeldon
Title: SVP, Bnb, Trustee of Trust
Phone: 2102836700
Signed: 2022-11-09
Discuss with paid preparer: Yes

Preparer

Firm: Weaver and Tidwell Llp
Address: 499 W SHERIDAN AVE SUITE 2450, OKLAHOMA CITY, OK 73102
Preparer: Kirby Ross
Phone: 4055949200

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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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	CORPORATE BONDS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	241395
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1000
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	929345
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	ADD TO THE ROBERT & OTTILLIA HODGKINSON SCHOLARSHIP FUND. SCHOLARSHIPS ARE BASED ON NEED AND AWARDED TO DESERVING STUDENTS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	ST PETERS ST JOSEPH'S CHILDREN HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	78255
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	78211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	78210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	78230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	78210
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	40188
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3229
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	40188
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	58279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	43417
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	55050
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	40188
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	988
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1977
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	989
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	841
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	TAX COST ADJUSTMENTS - INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	14942
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	14942
TaxesSchedule/TaxesDetail/Amt	0	517
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	517
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TAMMY M WHEELDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SVP, BNB, TRUSTEE OF TRUST
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2102836700
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROBERT & OTTILLIA HODGKINSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	836585239
ReturnHeader/Filer/PhoneNum	0	2102836700
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	CO BROADWAY BANK PO BOX 17001
ReturnHeader/Filer/USAddress/CityNm	0	SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	78217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	499 W SHERIDAN AVE SUITE 2450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	73102
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4055949200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KIRBY ROSS
ReturnHeader/ReturnTs	0	2022-11-14T13:32:09-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	TAMMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	WHEELDON
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $938,003
Liabilities: $0
Net assets: $938,003
Revenue: $71,604
Expenses: $62,105
Net income: $9,499

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$9.19	$0.00	$9.19	$0.89	$0.70	$0.19
2023Detailed filing. Detailed filing data is available for this year.	$9.00	$0.00	$9.00	$0.63	$0.68	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$9.05	$0.00	$9.05	$0.42	$0.73	$0.31
2021Detailed filing. Detailed filing data is available for this year.	$9.38	$0.00	$9.38	$0.72	$0.62	$0.09
2020Detailed filing. Detailed filing data is available for this year.	$9.29	$0.00	$9.29	$1.11	$0.68	$0.43
2019Detailed filing. Detailed filing data is available for this year.	$8.87	$0.00	$8.87	$0.04	$0.32	$0.28