Civic Intelligence

Hollfelder Foundation

990PF • Fiscal year 2019 • EIN 95-4147158

Jan 01, 2019 to Dec 31, 2019 • Filed on May 20, 2020

Organization Profile
100 S Citrus AveCovina, CA 91723

(626) 966-1651

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

6th percentile

-104%

Higher net margin than 6% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$8,165,015

Up $5,977,885 (+273%) from 2015

Net Assets

$8,165,015

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin6th percentile

Revenue

Down

$97,172

Down $69,252 (-42%) from 2015

Expenses

Up

$198,468

Up $118,120 (+147%) from 2015

Net Income

Down

-$101,296

Down $187,372 (-218%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2011: $933,122Liabilities 2011: $02011Assets 2012: $1,210,240Liabilities 2012: $02012Assets 2013: $1,380,093Liabilities 2013: $02013Assets 2014: $2,101,054Liabilities 2014: $02014Assets 2015: $2,187,130Liabilities 2015: $02015Assets 2019: $8,165,015Liabilities 2019: $0Net Assets 2019: $8,165,0152019Assets 2020: $7,018,050Liabilities 2020: $0Net Assets 2020: $7,018,0502020Assets 2021: $7,171,835Liabilities 2021: $0Net Assets 2021: $7,171,8352021Assets 2022: $6,571,663Liabilities 2022: $0Net Assets 2022: $6,571,6632022Assets 2023: $6,336,130Liabilities 2023: $0Net Assets 2023: $6,336,1302023

Highlighted filing

2019

Assets$8,165,015
Liabilities$0
Net Assets$8,165,015
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $14,425Expenses 2011: $3,042Net Income 2011: $11,3832011Revenue 2012: $280,043Expenses 2012: $2,925Net Income 2012: $277,1182012Revenue 2013: $322,823Expenses 2013: $302,970Net Income 2013: $19,8532013Revenue 2014: $733,605Expenses 2014: $12,644Net Income 2014: $720,9612014Revenue 2015: $166,424Expenses 2015: $80,348Net Income 2015: $86,0762015Revenue 2019: $97,172Expenses 2019: $198,468Net Income 2019: -$101,2962019Revenue 2020: -$25,414Expenses 2020: $706,049Net Income 2020: -$731,4632020Revenue 2021: $159,885Expenses 2021: $6,100Net Income 2021: $153,7852021Revenue 2022: $290,750Expenses 2022: $890,922Net Income 2022: -$600,1722022Revenue 2023: $195,719Expenses 2023: $431,252Net Income 2023: -$235,5332023

Highlighted filing

2019

Revenue$97,172
Expenses$198,468
Net Income-$101,296
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 20, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas HollfelderCFO-$0--
Bea HollfelderPresident-$0--
Cathryn PerrimanSecretary-$0--
Ronald InouyeDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hollfelder Foundation
EIN
95-4147158
Phone
6269661651
Address
100 S Citrus Ave, Covina, CA 91723

Signing Officer

Name
Bea Hollfelder
Title
President
Signed
2020-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Schultz Inouye & Chais
Address
100 S Citrus Avenue Suite 203, Covina, CA 91723
Preparer
Ronald G Inouye
Phone
6269661651
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas Hollfelder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bea Hollfelder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Cathryn Perriman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Ronald Inouye
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Covina
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0917232684
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Bea Hollfelder
IRS990PF/StatementsRegardingActyGrp/PhoneNum06269661651
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0190000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Pediatric care, research, education. No Cal location.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Shriners Hospital for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02900 Rocky Point Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0190000
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/AppliedToCurrentYearAmt0198468
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0530910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt023166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023166
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt023166
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0198468
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023166
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0309276
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal- Newman, Nelson
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0350
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0350
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0951
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Excise tax refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0951
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0806
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Stock spin-off
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt220
TaxesSchedule/TaxesDetail/Amt33258
TaxesSchedule/TaxesDetail/CategoryTxt0Attorney General
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt2Secretary of State
TaxesSchedule/TaxesDetail/CategoryTxt3United States Treasury
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt220
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt33258
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bea Hollfelder
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLLFELDER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0954147158
ReturnHeader/Filer/PhoneNum06269661651
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 S Citrus Ave
ReturnHeader/Filer/USAddress/CityNm0Covina
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091723
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953460521
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schultz Inouye & Chais
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 S Citrus Avenue Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Covina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091723
ReturnHeader/PreparerPersonGrp/PhoneNum06269661651
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald G Inouye
ReturnHeader/ReturnTs02020-05-20T17:29:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,165,015
Liabilities
$0
Net assets
$8,165,015
Revenue
$97,172
Expenses
$198,468
Net income
-$101,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.20$0.43$0.24
2022Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.29$0.89$0.60
2021Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.16$0.01$0.15
2020Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.03$0.71$0.73
2019Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.10$0.20$0.10
2015Summary only. Only limited summary data is available for this year.$2.19$0.00$0.17$0.08$0.09
2014Summary only. Only limited summary data is available for this year.$2.10$0.00$0.73$0.01$0.72
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$0.32$0.30$0.02
2012Summary only. Only limited summary data is available for this year.$1.21$0.00$0.28$0.00$0.28
2011Summary only. Only limited summary data is available for this year.$0.93$0.00$0.01$0.00$0.01