Civic Intelligence

The Larry and Helen Hoag Foundation

990PF • Fiscal year 2021 • EIN 95-4315096

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 31, 2022

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

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

16th percentile

0.02x

Higher debt load relative to revenue than 16% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

68th percentile

24%

Higher net margin than 68% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

15th percentile

$50,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

35th percentile

5.8%

Faster asset growth than 35% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

48%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Assets

Flat

$130,143,918

Flat from 2021

Net Assets

$129,977,428

No earlier filing loaded for comparison.

Liabilities

Flat

$166,490

Flat from 2021

Revenue

Flat

$10,196,698

Flat from 2021

Expenses

Flat

$7,787,202

Flat from 2021

Net Income

Flat

$2,409,496

Flat from 2021

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: $166,490Net Assets 2021: $129,977,4282021Assets 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

2021

Assets$130,143,918
Liabilities$166,490
Net Assets$129,977,428

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 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

2021

Revenue$10,196,698
Expenses$7,787,202
Net Income$2,409,496
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 31, 2022
Return Version
2021v4.2
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
The Larry and Helen 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
2022-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Latimer Massoni & Rosa Accountancy Corp
Address
PO BOX 2300, TOLUCA LAKE, CA 91610
Preparer
Jp Rosa
Phone
3235882271
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InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt44535134
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt57632866
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt6680196
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt71144804
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt8930383
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt92649617
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt101319509
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt11731419
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt123459450
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt131134560
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt14162029
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1595217
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1665365
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt17277559
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1836343
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1996350
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2095217
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2165365
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt22277559
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2336343
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2496350
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt01146533
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt12003524
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2612467
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt31375384
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt44535134
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt55840298
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt6680196
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt7910089
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt8930383
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt92027357
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt101319509
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt11731419
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt123459450
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt131134560
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt14162029
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1595217
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1665365
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt17277559
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1836343
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1996350
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2095217
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2165365
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt22277559
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2336343
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2496350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt097602825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PUBLICLY TRADED SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt097602825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02485268
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06130592
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt072353
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0937594
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt057
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09625864
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09625864
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt059000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06130592
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt056250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0168750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0225000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06116572
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06116572
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0570834
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0570834
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02261010
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02485268
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02409496
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt01508428
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt01508428
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt030091241
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt072353
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt072353
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0290
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0870
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01160
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06130592
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08479470
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0937594
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01695
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0694384
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0694384
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt088696
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt029861
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0118557
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06294232
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01492970
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07787202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09972440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010196698
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0177660
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01492970
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01670630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt051389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12438547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26508065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31549024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt497929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt58934916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72216690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt82064089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt038974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11366204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-278649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31230599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt410514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-236439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt60

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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
2021Detailed filing. Detailed filing data is available for this year.$130$0.17$130$10.2$7.79$2.41
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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