Civic Intelligence

Holdeen Ten Funds (45-10)

EIN 14-6018145 • 501(c)3 • Saint Louis, MO

PO Box 505 Mac H0006-092Saint Louis, MO 63166
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-66%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$22,810

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-2.8%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-0.0%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$3,823,195

Down $111,144 (-2.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$3,823,195

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue19th percentileNet Margin5th percentile

Revenue

Down

$162,715

Down $37 (-0.0%) from 2023

Expenses

Up

$270,557

Up $25,921 (+11%) from 2023

Net Income

Down

-$107,842

Down $25,958 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,487,486Liabilities 2011: $0Net Assets 2011: $4,487,4862011Assets 2012: $4,536,755Liabilities 2012: $0Net Assets 2012: $4,536,7552012Assets 2013: $4,412,362Liabilities 2013: $0Net Assets 2013: $4,412,3622013Assets 2014: $4,324,220Liabilities 2014: $0Net Assets 2014: $4,324,2202014Assets 2015: $4,209,254Liabilities 2015: $02015Assets 2018: $3,926,736Liabilities 2018: $0Net Assets 2018: $3,926,7362018Assets 2019: $4,098,788Liabilities 2019: $0Net Assets 2019: $4,098,7882019Assets 2020: $3,975,459Liabilities 2020: $0Net Assets 2020: $3,975,4592020Assets 2021: $4,123,515Liabilities 2021: $0Net Assets 2021: $4,123,5152021Assets 2022: $4,017,146Liabilities 2022: $0Net Assets 2022: $4,017,1462022Assets 2023: $3,934,339Liabilities 2023: $12023Assets 2024: $3,823,195Liabilities 2024: $0Net Assets 2024: $3,823,1952024

Highlighted filing

2024

Assets$3,823,195
Liabilities$0
Net Assets$3,823,195
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $192,500Expenses 2011: $231,442Net Income 2011: -$38,9422011Expenses 2012: $241,4852012Revenue 2013: $123,975Expenses 2013: $255,335Net Income 2013: -$131,3602013Revenue 2014: $188,469Expenses 2014: $263,599Net Income 2014: -$75,1302014Revenue 2015: $137,621Expenses 2015: $264,220Net Income 2015: -$126,5992015Revenue 2018: $205,507Expenses 2018: $276,485Net Income 2018: -$70,9782018Revenue 2019: $422,196Expenses 2019: $250,073Net Income 2019: $172,1232019Revenue 2020: $181,347Expenses 2020: $302,083Net Income 2020: -$120,7362020Revenue 2021: $388,087Expenses 2021: $237,551Net Income 2021: $150,5362021Revenue 2022: $190,464Expenses 2022: $295,002Net Income 2022: -$104,5382022Revenue 2023: $162,752Expenses 2023: $244,636Net Income 2023: -$81,8842023Revenue 2024: $162,715Expenses 2024: $270,557Net Income 2024: -$107,8422024

Highlighted filing

2024

Revenue$162,715
Expenses$270,557
Net Income-$107,842
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,823,195
Liabilities
$0
Net assets
$3,823,195
Revenue
$162,715
Expenses
$270,557
Net income
-$107,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.16$0.27$0.11
2023Summary only. Only limited summary data is available for this year.$3.93$0.00$0.16$0.24$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.19$0.30$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.39$0.24$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.18$0.30$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.42$0.25$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.00$3.93$0.21$0.28$0.07
2015Summary only. Only limited summary data is available for this year.$4.21$0.00$0.14$0.26$0.13
2014Summary only. Only limited summary data is available for this year.$4.32$0.00$4.32$0.19$0.26$0.08
2013Summary only. Only limited summary data is available for this year.$4.41$0.00$4.41$0.12$0.26$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$0.00$4.54$0.24
2011Summary only. Only limited summary data is available for this year.$4.49$0.00$4.49$0.19$0.23$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$22,810-$22,810
Filing and Contact Details

Filer

Filer Name
Holdeen Ten Funds (45-10)
EIN
14-6018145
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Raw XML Appendix360 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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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt024 FARNSWORTH STREET
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0206776
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt038656
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0261866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0245432
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt055090
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt038656
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01109
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12064
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2129
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PY RETURN OF CAPITAL ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2COST BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt02350
TaxesSchedule/TaxesDetail/Amt11528
TaxesSchedule/TaxesDetail/Amt2718
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02350
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2718
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLDEEN TEN FUNDS (45-10)
ReturnHeader/Filer/BusinessNameControlTxt0HOLD
ReturnHeader/Filer/EIN0146018145
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 505 MAC H0006-092
ReturnHeader/Filer/USAddress/CityNm0SAINT LOUIS
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ReturnHeader/Filer/USAddress/ZIPCd063166
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-06T17:01:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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