Civic Intelligence

Oatman Hill Foundation

990PF • Fiscal year 2023 • EIN 92-6148420

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

318 Las Brisas BlvdSeguin, TX 78155

(830) 708-0666

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$11,601,482

No earlier filing loaded for comparison.

Net Assets

$11,597,319

No earlier filing loaded for comparison.

Liabilities

$4,163

No earlier filing loaded for comparison.

Revenue

$11,636,891

No earlier filing loaded for comparison.

Expenses

$38,936

No earlier filing loaded for comparison.

Net Income

$11,597,955

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2023: $11,601,482Liabilities 2023: $4,163Net Assets 2023: $11,597,3192023Assets 2024: $12,667,037Liabilities 2024: $14,000Net Assets 2024: $12,653,0372024

Highlighted filing

2023

Assets$11,601,482
Liabilities$4,163
Net Assets$11,597,319

Operations Trend

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

$15M$10M$5.0M$0Revenue 2023: $11,636,891Expenses 2023: $38,936Net Income 2023: $11,597,9552023Revenue 2024: $1,236,961Expenses 2024: $619,497Net Income 2024: $617,4642024

Highlighted filing

2023

Revenue$11,636,891
Expenses$38,936
Net Income$11,597,955
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM D OLDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Oatman Hill Foundation
EIN
92-6148420
Phone
8307080666
Address
318 LAS BRISAS BLVD, SEGUIN, TX 78155

Signing Officer

Name
William D Old
Title
Trustee
Phone
8307080666
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Sol Schwartz & Associates Pc
Address
8000 IH 10 WEST SUITE 1100, SAN ANTONIO, TX 78230
Preparer
Jeff Albrecht
Phone
2103848000
Raw XML Appendix362 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0LATE EFILING IN RESPONSE TO IRS LETTER
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THIS RETURN IS BEING EFILED SUBSEQUENT TO THE PAPER FILING AT 11/15/2024. PER IRS LTR 2697C DATED 12/11/2024, YOU WERE UNABLE TO PROCESS THE PAPER FILED RETURN AS ALL 990S MUST BE EFILED. WE DID NOT EFILE THE RETURN AS OUR CURRENT SOFTWARE WOULD NOT ALLOW A NEGATIVE AMOUNT ON LINE 7 OF PAGE 12 TO BE EFILED AND INSTRUCTED THAT IT MUST BE PAPER FILED. THE RETURN WAS FILED BY PAPER PER THE 11/15/2024 DEADLINE AND WE REQUEST ANY PENALTIES RELATED TO THIS LATE FILING BE ABATED.
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE FOUNDATION IS A CHARITABLE TRUST CREATED UNDER THE LAST WILL AND TESTAMENT OF BENNIE WALTER BOCK, II, WHO BEQUEATHED ONE-HALF OF HIS ESTATE TO THE FOUNDATION. THE FOUNDATION WILL DISTRIBUTE FUNDS SOLELY TO NONPROFIT ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE SECTION 501 (C)(3). THE TRUSTEE, JUDGE WILLIAM D. OLD (JUDGE WILLIAM OLD), WILL SELECT ORGANIZATIONS WHOSE CHARITABLE CAUSES BENEFIT THE COMMUNITIES AND PEOPLE OF CENTRAL TEXAS. DURING HIS LIFE, MR. BOCK SUPPORTED CHARITABLE ORGANIZATIONS FOCUSED ON EDUCATION, RELIGION, AND THE ARTS IN HIS COMMUNITY OF COMAL COUNTY, TEXAS. GUIDED BY MR. BOCK'S INTENT, THE FOUNDATION INTENDS TO PROVIDE SUPPORT TO ORGANIZATIONS FURTHERING THE SAME CAUSES. AS THE PURPOSE OF THE FOUNDATION IS TO PROVIDE FUNDING TO CHARITABLE ORGANIZATIONS, ALL OF THE TRUSTEE'S TIME NOT EXPENDED ON ADMINISTRATIVE DUTIES, SUCH AS MEETING WITH LEGAL OR FINANCIAL ADVISORS, WILL BE ALLOCATED TO SELECTING SUCH ORGANIZATIONS AND MAKING DISTRIBUTIONS TO THEM.
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08307080666
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0563050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0563050
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BENNIE WALTER BOCK II ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0318 LAS BRISAS BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SEGUIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078155
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011315496
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt011255484
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0REAL ESTATE HOLDINGS AND PARTNERSHIP INTERESTS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-06-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07815
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07815
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ARCOSA INC.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1TRINITY INDUSTRIES INC.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2AMERITRADE VALUE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3COMAL PROPERTIES INC.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4BOCK FAMILY PARTNERSHIP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5SWAN ENERGY INC. YOUR CHOICE JV
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6SWAN ENERGY INC. MATADOR JV
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01252
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11886
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21151
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3688500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt410743303
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5949
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt6534
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11886
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt21151
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3688500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt410743303
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt5949
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt6534
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0636
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07965
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11928
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07965
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11928
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-67359
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INCOME FROM PASSTHROUGH ENTITIES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-67359
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0736
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0736
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0BENNIE WALTER BOCK II ESTATE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0318 LAS BRISAS BLVD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SEGUINT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd078155
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM D OLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08307080666
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OATMAN HILL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OATM
ReturnHeader/Filer/EIN0926148420
ReturnHeader/Filer/PhoneNum08307080666
ReturnHeader/Filer/USAddress/AddressLine1Txt0318 LAS BRISAS BLVD
ReturnHeader/Filer/USAddress/CityNm0SEGUIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078155
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742392222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOL SCHWARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08000 IH 10 WEST SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078230
ReturnHeader/PreparerPersonGrp/PhoneNum02103848000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF ALBRECHT
ReturnHeader/ReturnTs02025-01-16T09:21:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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