Civic Intelligence

Holden R-III School Foundation Inc

EIN 13-4315577 • 501(c)3 • Holden, MO

Profile

Promote the contribution of funds, develop programs & provide assistance for scholarships, grants & other financial aid to children & teachers.

1612 S MainHolden, MO 64040

www.holdenschools.org/domain/349

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-3.9%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

34th percentile

-15%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-25%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$133,298

Down $23,520 (-15%) from 2023

Liabilities

Down

$0

Down $21,850 (-100%) from 2023

Net Assets

Down

$133,298

Down $1,670 (-1.2%) from 2023

Revenue

Down

$42,353

Down $13,959 (-25%) from 2023

Expenses

Up

$44,023

Up $5,028 (+13%) from 2023

Net Income

Down

-$1,670

Down $18,987 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $73,846Net Assets 2011: $73,8462011Assets 2012: $80,850Net Assets 2012: $80,8502012Assets 2013: $78,937Liabilities 2013: $02013Assets 2014: $76,503Liabilities 2014: $02014Assets 2015: $97,135Liabilities 2015: $02015Assets 2016: $80,323Liabilities 2016: $02016Assets 2017: $97,933Liabilities 2017: $02017Assets 2018: $99,025Liabilities 2018: $02018Assets 2019: $107,270Liabilities 2019: $02019Assets 2020: $118,843Liabilities 2020: $1,000Net Assets 2020: $117,8432020Assets 2021: $125,191Liabilities 2021: $0Net Assets 2021: $125,1912021Assets 2022: $118,152Liabilities 2022: $500Net Assets 2022: $117,6522022Assets 2023: $156,818Liabilities 2023: $21,850Net Assets 2023: $134,9682023Assets 2024: $133,298Liabilities 2024: $0Net Assets 2024: $133,2982024

Highlighted filing

2024

Assets$133,298
Liabilities$0
Net Assets$133,298

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $33,190Expenses 2011: $24,022Net Income 2011: $9,1682011Revenue 2012: $46,405Expenses 2012: $39,401Net Income 2012: $7,0042012Revenue 2013: $32,846Expenses 2013: $34,759Net Income 2013: -$1,9132013Revenue 2014: $37,198Expenses 2014: $39,632Net Income 2014: -$2,4342014Revenue 2015: $52,801Expenses 2015: $32,169Net Income 2015: $20,6322015Revenue 2016: $40,950Expenses 2016: $57,762Net Income 2016: -$16,8122016Revenue 2017: $61,897Expenses 2017: $44,287Net Income 2017: $17,6102017Revenue 2018: $44,741Expenses 2018: $43,649Net Income 2018: $1,0922018Revenue 2019: $48,495Expenses 2019: $40,250Net Income 2019: $8,2452019Revenue 2020: $43,790Expenses 2020: $33,217Net Income 2020: $10,5732020Revenue 2021: $46,453Expenses 2021: $39,105Net Income 2021: $7,3482021Revenue 2022: $43,304Expenses 2022: $50,843Net Income 2022: -$7,5392022Revenue 2023: $56,312Expenses 2023: $38,995Net Income 2023: $17,3172023Revenue 2024: $42,353Expenses 2024: $44,023Net Income 2024: -$1,6702024

Highlighted filing

2024

Revenue$42,353
Expenses$44,023
Net Income-$1,670

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.42$0.44$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.22$1.35$0.56$0.39$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.01$1.18$0.43$0.51$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.46$0.39$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.01$1.18$0.44$0.33$0.11
2019Summary only. Only limited summary data is available for this year.$1.07$0.00$0.48$0.40$0.08
2018Summary only. Only limited summary data is available for this year.$0.99$0.00$0.45$0.44$0.01
2017Summary only. Only limited summary data is available for this year.$0.98$0.00$0.62$0.44$0.18
2016Summary only. Only limited summary data is available for this year.$0.80$0.00$0.41$0.58$0.17
2015Summary only. Only limited summary data is available for this year.$0.97$0.00$0.53$0.32$0.21
2014Summary only. Only limited summary data is available for this year.$0.77$0.00$0.37$0.40$0.02
2013Summary only. Only limited summary data is available for this year.$0.79$0.00$0.33$0.35$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.81$0.46$0.39$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.74$0.33$0.24$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 8, 2025
Return Version
2024v5.0
Gross Receipts
$42,555
Mission and Program Overview

Mission

Promote the contribution of funds, develop programs and provide assistance for scholarships, grants and other financial aid to children & teachers.

Promote the contribution of funds, develop programs & provide assistance for scholarships, grants & other financial aid to children & teachers.

Program Services

DescriptionGrantsExpenses
Develop programs & provide assistance for scholarships, grants & other financial aid to children & teachers.$12,203$40,052
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyndal PhelpsPresident-$0--
Stephanie HoweTreasurer-$0--
Lisa StoykoBoard Member-$0--
Debbie SnellSecretary-$0--
Jennifer HancockBoard Member-$0--
Kristy YoungBoard Member-$0--
Gerilynn HooverBoard Member-$0--
Sally DavidsonBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Holden R-iii School Foundation Inc
EIN
13-4315577
Phone
8168504444
Address
1612 S Main, Holden, MO 64040

Signing Officer

Name
Sara Lohe
Title
Treasurer
Phone
8162178884
Signed
2025-11-08
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Scholarship expense $22,250 Teacher grants $12,203 School education program grants $5,600

Form 990-EZ, Part I, Line 16

Description;Amount^Accounting expense;845|Miscellaneous expense;2085|Development expense;322|Credit card fees;29|Advertising expense;362|Meals;117|Office expense;75^Total;3835^

Raw XML Appendix202 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.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum08168504444
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01612 S Main
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Holden
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064040
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0156818
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0133298
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt039526
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1670
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0156818
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0133298
IRS990EZ/FundraisingGrossIncomeAmt02813
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040052
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt042555
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0216
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133298
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kyndal Phelps
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stephanie Howe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Stoyko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Debbie Snell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Hancock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kristy Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Gerilynn Hoover
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sally Davidson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03835
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Promote the contribution of funds, develop programs & provide assistance for scholarships, grants & other financial aid to children & teachers.
IRS990EZ/PrintingPublicationsPostageAmt0136
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Develop programs & provide assistance for scholarships, grants & other financial aid to children & teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012203
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040052
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0202
IRS990EZ/SpecialEventsNetIncomeLossAmt02611
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021850
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044023
IRS990EZ/TotalProgramServiceExpensesAmt040052
IRS990EZ/TotalRevenueAmt042353
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.holdenschools.org/domain/349
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0216012
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68226
IRS990ScheduleA/PublicSupportPY170Pct00.7159
IRS990ScheduleA/PublicSupportTotal170Amt0149122
IRS990ScheduleA/SubstantialContributorsTotAmt066890
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041253
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0216012
IRS990ScheduleA/TotalSupportAmt0218572
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0860
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt02560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship expense $22,250 Teacher grants $12,203 School education program grants $5,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Accounting expense;845|Miscellaneous expense;2085|Development expense;322|Credit card fees;29|Advertising expense;362|Meals;117|Office expense;75^Total;3835^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Lohe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08162178884
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLDEN R-III SCHOOL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLD
ReturnHeader/Filer/EIN0134315577
ReturnHeader/Filer/PhoneNum08168504444
ReturnHeader/Filer/USAddress/AddressLine1Txt01612 S Main
ReturnHeader/Filer/USAddress/CityNm0Holden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064040
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-08T16:32:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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