Civic Intelligence

Hobart & Lottie Faulkner Foundation

EIN 95-4446743 • Milwaukee, WI

US Bank PO Box 2043Milwaukee, WI 53201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

84th percentile

41%

Higher net margin than 84% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$55,221

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

5.7%

Faster asset growth than 60% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,756,446

Up $148,227 (+5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,756,446

Up $148,227 (+5.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin84th percentile

Revenue

Up

$357,251

Up $407,508 (+811%) from 2023

Expenses

Down

$209,432

Down $31,934 (-13%) from 2023

Net Income

Up

$147,819

Up $439,442 (+151%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,180,415Liabilities 2011: $02011Assets 2012: $2,165,107Liabilities 2012: $02012Assets 2013: $2,158,407Liabilities 2013: $02013Assets 2014: $2,501,996Liabilities 2014: $0Net Assets 2014: $2,501,9962014Assets 2015: $2,795,899Liabilities 2015: $0Net Assets 2015: $2,795,8992015Assets 2016: $2,714,392Liabilities 2016: $0Net Assets 2016: $2,714,3922016Assets 2017: $3,023,884Liabilities 2017: $0Net Assets 2017: $3,023,8842017Assets 2018: $3,094,579Liabilities 2018: $0Net Assets 2018: $3,094,5792018Assets 2019: $2,918,930Liabilities 2019: $0Net Assets 2019: $2,918,9302019Assets 2020: $2,986,168Liabilities 2020: $0Net Assets 2020: $2,986,1682020Assets 2021: $3,020,576Liabilities 2021: $0Net Assets 2021: $3,020,5762021Assets 2022: $2,900,219Liabilities 2022: $0Net Assets 2022: $2,900,2192022Assets 2023: $2,608,219Liabilities 2023: $0Net Assets 2023: $2,608,2192023Assets 2024: $2,756,446Liabilities 2024: $0Net Assets 2024: $2,756,4462024

Highlighted filing

2024

Assets$2,756,446
Liabilities$0
Net Assets$2,756,446
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $161,128Expenses 2011: $201,690Net Income 2011: -$40,5622011Revenue 2012: $191,108Expenses 2012: $206,419Net Income 2012: -$15,3112012Revenue 2013: $215,187Expenses 2013: $221,892Net Income 2013: -$6,7052013Revenue 2014: $571,223Expenses 2014: $227,634Net Income 2014: $343,5892014Revenue 2015: $531,314Expenses 2015: $237,279Net Income 2015: $294,0352015Revenue 2016: $183,378Expenses 2016: $266,715Net Income 2016: -$83,3372016Revenue 2017: $490,975Expenses 2017: $224,381Net Income 2017: $266,5942017Revenue 2018: $308,495Expenses 2018: $237,588Net Income 2018: $70,9072018Revenue 2019: $51,107Expenses 2019: $226,834Net Income 2019: -$175,7272019Revenue 2020: $296,351Expenses 2020: $230,800Net Income 2020: $65,5512020Revenue 2021: $259,047Expenses 2021: $224,889Net Income 2021: $34,1582021Revenue 2022: $105,501Expenses 2022: $224,654Net Income 2022: -$119,1532022Revenue 2023: -$50,257Expenses 2023: $241,366Net Income 2023: -$291,6232023Revenue 2024: $357,251Expenses 2024: $209,432Net Income 2024: $147,8192024

Highlighted filing

2024

Revenue$357,251
Expenses$209,432
Net Income$147,819
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,756,446
Liabilities
$0
Net assets
$2,756,446
Revenue
$357,251
Expenses
$209,432
Net income
$147,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.36$0.21$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.05$0.24$0.29
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.11$0.22$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.26$0.22$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.30$0.23$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.05$0.23$0.18
2018Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.31$0.24$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.49$0.22$0.27
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.18$0.27$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.53$0.24$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.57$0.23$0.34
2013Summary only. Only limited summary data is available for this year.$2.16$0.00$0.22$0.22$0.01
2012Summary only. Only limited summary data is available for this year.$2.17$0.00$0.19$0.21$0.02
2011Summary only. Only limited summary data is available for this year.$2.18$0.00$0.16$0.20$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 23, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrusteePT$55,221-$55,221
Filing and Contact Details

Filer

Filer Name
Hobart & Lottie Faulkner Foundation
EIN
95-4446743
Phone
6082524276
Address
US BANK PO BOX 2043, MILWAUKEE, WI 53201

Signing Officer

Name
Peter Buss
Title
Assist VicePresident
Signed
2025-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Adel Moussa
Address
12815 Caswell Avenue Suite 2, Los Angeles, CA 90066
Preparer
Adel Moussa
Phone
3106216607
Raw XML Appendix322 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE STATE OF CALIFORNIA HAS NOTIFIED THE TRUST THAT THE ANNUAL REPORTING REQUIREMENT HAS BEEN WAIVED BECAUSE IT FALLS WITHIN THE FOLLOWING EXCEPTION:A CORPORATE TRUSTEE SUBJECT TO THE JURISDICTION OF THE COMMISSIONER OF FINANCIAL INSTITUTIONS OF THE STATE OF CALIFORNIA UNDER DIVISION 1(COMMENCING WITH SECTION 99) OF THE FINANCIAL CODE OR TO THE COMPTROLLER OF THE CURRENCY OF THE UNITED STATES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AMERICAN HEART ASSN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CITY OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5PEPPERDINE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6LA BREAKFAST CLUB FDN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 22249
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21355 W PEACHTREE ST NE STE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3901 EAST ALOSTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41500 E DUARTE RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 291831
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HAGERSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST PETERSBURG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590263
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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/AppliedToCurrentYearAmt0178160
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0217652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt036517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05361
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt036517
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0178160
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036517
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02975
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02512
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Income
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02711
OtherDecreasesSchedule/OtherDecreasesDetail/Amt047
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNRECONCILABLE DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0891
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0891
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0160
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1295
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXCISE TAX REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NON TAXABLE DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Tax Preparation Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02150
TaxesSchedule/TaxesDetail/Amt0620
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - 24 ESTIMATES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Buss
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assist VicePresident
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOBART & LOTTIE FAULKNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOBA
ReturnHeader/Filer/EIN0954446743
ReturnHeader/Filer/PhoneNum06082524276
ReturnHeader/Filer/USAddress/AddressLine1Txt0US BANK PO BOX 2043
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954893068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adel Moussa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012815 Caswell Avenue Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090066
ReturnHeader/PreparerPersonGrp/PhoneNum03106216607
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adel Moussa
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-23T17:15:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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