Civic Intelligence

The Larry and Helen Hoag Foundation

990PF • Fiscal year 2018 • EIN 95-4315096

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 09, 2019

192 Marina DriveLong Beach, CA 90803

(562) 598-3351

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.00x

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

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

45th percentile

3.2%

Higher net margin than 45% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

11th percentile

$50,000

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

45th percentile

1.9%

Faster asset growth than 45% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

38%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Assets

Up

$105,025,394

Up $1,965,875 (+1.9%) from 2017

Net Assets

Up

$105,025,394

Up $1,965,875 (+1.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$7,362,667

Up $2,020,972 (+38%) from 2017

Expenses

Up

$7,126,363

Up $278,799 (+4.1%) from 2017

Net Income

Up

$236,304

Up $1,742,173 (+116%) from 2017

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $6,297,702Liabilities 2011: $02011Assets 2012: $8,439,889Liabilities 2012: $02012Assets 2013: $9,671,147Liabilities 2013: $02013Assets 2014: $9,150,440Liabilities 2014: $02014Assets 2015: $108,510,066Liabilities 2015: $0Net Assets 2015: $108,510,0662015Assets 2016: $104,565,388Liabilities 2016: $0Net Assets 2016: $104,565,3882016Assets 2017: $103,059,519Liabilities 2017: $0Net Assets 2017: $103,059,5192017Assets 2018: $105,025,394Liabilities 2018: $0Net Assets 2018: $105,025,3942018Assets 2019: $113,334,965Liabilities 2019: $2,950,666Net Assets 2019: $110,384,2992019Assets 2020: $122,977,370Liabilities 2020: $1,367,334Net Assets 2020: $121,610,0362020Assets 2021: $130,143,918Liabilities 2021: $166,4902021Assets 2022: $102,881,139Liabilities 2022: $1,923,643Net Assets 2022: $100,957,4962022Assets 2023: $108,776,245Liabilities 2023: $2,382,1502023Assets 2024: $112,725,606Liabilities 2024: $2,624,496Net Assets 2024: $110,101,1102024

Highlighted filing

2018

Assets$105,025,394
Liabilities$0
Net Assets$105,025,394

Operations Trend

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

$150M$100M$50M$0-$50MRevenue 2011: $1,619,910Expenses 2011: $697,396Net Income 2011: $922,5142011Revenue 2012: $3,332,791Expenses 2012: $1,190,604Net Income 2012: $2,142,1872012Revenue 2013: $1,653,545Expenses 2013: $422,287Net Income 2013: $1,231,2582013Revenue 2014: $757,499Expenses 2014: $1,278,206Net Income 2014: -$520,7072014Revenue 2015: $100,609,248Expenses 2015: $1,249,622Net Income 2015: $99,359,6262015Revenue 2016: $3,551,160Expenses 2016: $7,495,838Net Income 2016: -$3,944,6782016Revenue 2017: $5,341,695Expenses 2017: $6,847,564Net Income 2017: -$1,505,8692017Revenue 2018: $7,362,667Expenses 2018: $7,126,363Net Income 2018: $236,3042018Revenue 2019: $4,761,769Expenses 2019: $9,678,884Net Income 2019: -$4,917,1152019Revenue 2020: $6,910,746Expenses 2020: $5,549,808Net Income 2020: $1,360,9382020Revenue 2021: $10,196,698Expenses 2021: $7,787,202Net Income 2021: $2,409,4962021Revenue 2022: $6,237,637Expenses 2022: $9,870,883Net Income 2022: -$3,633,2462022Revenue 2023: $7,267,338Expenses 2023: $7,276,653Net Income 2023: -$9,3152023Revenue 2024: $12,044,508Expenses 2024: $10,966,483Net Income 2024: $1,078,0252024

Highlighted filing

2018

Revenue$7,362,667
Expenses$7,126,363
Net Income$236,304
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 9, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS K FREEMANPresidentPT$50,000-$50,000
ROBERT W LATIMERSecretary/TreasurerPT$50,000-$50,000
WHIT LATIMERDirectorPT$25,000-$25,000
MARK LATIMERDirectorPT$25,000-$25,000
DR DARREN FREEMANDirectorPT$25,000-$25,000
BRETT FREEMANDirectorPT$25,000-$25,000
DR MARTHA BERNADETTDirectorPT$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
Hoag Foundation
EIN
95-4315096
Phone
5625983351
Address
192 MARINA DRIVE, LONG BEACH, CA 90803

Signing Officer

Name
Robert W Latimer
Title
Director
Phone
5625983351
Signed
2019-09-09
Discuss with paid preparer
Yes

Preparer

Firm
LATIMER & MASSONI CPA'S
Address
PO BOX 1000, HUNTINGTON PARK, CA 90255
Preparer
Jp Rosa
Phone
3235882271
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01183063
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/BusinessCd0531110
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt0865260
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05726923
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0865260
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06592183
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt068144
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03376770
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0225000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05585964
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05585964
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0664953
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0664953
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01167090
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01167090
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0236304
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt01635744
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt01635744
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09764176
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01183063
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01183063
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt033390
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03376770
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06179725
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0865260
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0517989
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0520769
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt026046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05585964
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01182942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07126363
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07362667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07362667
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01182942
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01540399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03468713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12918693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3468713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2918693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29764176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3468713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2918693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29764176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09764176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0REALIZED LOSSES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UNREALIZED LOSSES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SALE OF REAL ESTATE & UNREAILIZED GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03376770
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0236304
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01729571
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0105025394
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0103059519
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0105025394
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0180695
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0180695
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0180695
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0242492
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt061797
IRS990PF/DistributableAmountGrp/TotalTaxAmt061797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022960
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt061797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt061797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt061797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt038837
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022960
IRS990PF/FMVAssetsEOYAmt0105025394
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt01729571
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0653816
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01742489
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01742489
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt01497419
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt028010000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt037271886
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt026512581
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt026512581
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06707897
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08083350
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08083350
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt058425920
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt068686974
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt068686974
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0103059519
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0103295823
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0103059519
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0105025394
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0105025394
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0103059519
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0105025394
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0103059519
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0105025394
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04923704
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04923704
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073856
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0242492

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$2.62$110$12.0$11.0$1.08
2023Summary only. Only limited summary data is available for this year.$109$2.38$7.27$7.28$0.01
2022Detailed filing. Detailed filing data is available for this year.$103$1.92$101$6.24$9.87$3.63
2021Summary only. Only limited summary data is available for this year.$130$0.17$10.2$7.79$2.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$123$1.37$122$6.91$5.55$1.36
2019Detailed filing. Detailed filing data is available for this year.$113$2.95$110$4.76$9.68$4.92
2018Detailed filing. Detailed filing data is available for this year.$105$0.00$105$7.36$7.13$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.00$103$5.34$6.85$1.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$0.00$105$3.55$7.50$3.94
2015Detailed filing. Detailed filing data is available for this year.$109$0.00$109$101$1.25$99.4
2014Summary only. Only limited summary data is available for this year.$9.15$0.00$0.76$1.28$0.52
2013Summary only. Only limited summary data is available for this year.$9.67$0.00$1.65$0.42$1.23
2012Summary only. Only limited summary data is available for this year.$8.44$0.00$3.33$1.19$2.14
2011Summary only. Only limited summary data is available for this year.$6.30$0.00$1.62$0.70$0.92