Civic Intelligence

Jessie & Newton Hotchkiss Foundation

990PF • Fiscal year 2016 • EIN 93-6273411

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 12, 2016

PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

59th percentile

6.3%

Higher net margin than 59% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

62nd percentile

$13,588

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

49th percentile

0.5%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$756,149

Up $4,018 (+0.5%) from 2015

Net Assets

Up

$756,149

Up $4,018 (+0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$64,024

Up $6,466 (+11%) from 2015

Expenses

Down

$60,006

Down $2,784 (-4.4%) from 2015

Net Income

Up

$4,018

Up $9,250 (+177%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $811,288Liabilities 2011: $0Net Assets 2011: $811,2882011Assets 2012: $819,052Liabilities 2012: $0Net Assets 2012: $819,0522012Assets 2013: $787,403Liabilities 2013: $0Net Assets 2013: $787,4032013Assets 2014: $757,364Liabilities 2014: $0Net Assets 2014: $757,3642014Assets 2015: $752,131Liabilities 2015: $0Net Assets 2015: $752,1312015Assets 2016: $756,149Liabilities 2016: $0Net Assets 2016: $756,1492016Assets 2017: $736,318Liabilities 2017: $0Net Assets 2017: $736,3182017Assets 2018: $765,606Liabilities 2018: $0Net Assets 2018: $765,6062018Assets 2019: $751,106Liabilities 2019: $0Net Assets 2019: $751,1062019Assets 2020: $740,831Liabilities 2020: $0Net Assets 2020: $740,8312020Assets 2021: $728,522Liabilities 2021: $0Net Assets 2021: $728,5222021Assets 2022: $732,660Liabilities 2022: $0Net Assets 2022: $732,6602022Assets 2023: $698,984Liabilities 2023: $0Net Assets 2023: $698,9842023Assets 2024: $674,994Liabilities 2024: $0Net Assets 2024: $674,9942024Assets 2025: $707,146Liabilities 2025: $0Net Assets 2025: $707,1462025

Highlighted filing

2016

Assets$756,149
Liabilities$0
Net Assets$756,149

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $69,4092011Expenses 2012: $51,8242012Expenses 2013: $59,6862013Revenue 2014: $31,126Expenses 2014: $61,523Net Income 2014: -$30,3972014Revenue 2015: $57,558Expenses 2015: $62,790Net Income 2015: -$5,2322015Revenue 2016: $64,024Expenses 2016: $60,006Net Income 2016: $4,0182016Revenue 2017: $37,641Expenses 2017: $57,077Net Income 2017: -$19,4362017Revenue 2018: $89,191Expenses 2018: $59,743Net Income 2018: $29,4482018Revenue 2019: $45,209Expenses 2019: $59,716Net Income 2019: -$14,5072019Revenue 2020: $47,839Expenses 2020: $57,913Net Income 2020: -$10,0742020Revenue 2021: $50,242Expenses 2021: $62,552Net Income 2021: -$12,3102021Revenue 2022: $68,451Expenses 2022: $64,278Net Income 2022: $4,1732022Revenue 2023: $27,821Expenses 2023: $61,501Net Income 2023: -$33,6802023Revenue 2024: $34,305Expenses 2024: $58,292Net Income 2024: -$23,9872024Revenue 2025: $88,331Expenses 2025: $56,181Net Income 2025: $32,1502025

Highlighted filing

2016

Revenue$64,024
Expenses$60,006
Net Income$4,018
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 12, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$13,588-$13,588
Filing and Contact Details

Filer

Filer Name
Hotchkiss Foundation 97328910
EIN
93-6273411
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2016-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix384 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/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.068685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0814137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0891558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0898475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0860899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0824690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0856035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt045785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.27559
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045276
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt045785
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0509
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt045785
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0555 SW OAK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05034643580
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt042806
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARNEY COUNTY HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01557 W WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BURNS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097720
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042806
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/AppliedToCurrentYearAmt040198
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016450
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016450
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015674
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05587
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04704
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045785
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05587
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032124
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026537
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARITABLE STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120
TaxesSchedule/TaxesDetail/Amt0588
TaxesSchedule/TaxesDetail/Amt1524
TaxesSchedule/TaxesDetail/Amt2872
TaxesSchedule/TaxesDetail/Amt38
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0588
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt38
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05034643580
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOTCHKISS FOUNDATION 97328910
ReturnHeader/Filer/BusinessNameControlTxt0HOTC
ReturnHeader/Filer/EIN0936273411
ReturnHeader/Filer/PhoneNum05034643580
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-29T15:00:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.88$0.56$0.32
2024Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.34$0.58$0.24
2023Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.28$0.62$0.34
2022Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.68$0.64$0.04
2021Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.50$0.63$0.12
2020Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.48$0.58$0.10
2019Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.45$0.60$0.15
2018Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.89$0.60$0.29
2017Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.38$0.57$0.19
2016Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.64$0.60$0.04
2015Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.58$0.63$0.05
2014Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.31$0.62$0.30
2013Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.60
2012Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.52
2011Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.69