Civic Intelligence

Holdeen Ten Funds (45-10)

990 • Fiscal year 2012 • EIN 14-6018145

Jan 01, 2012 to Dec 31, 2012 • Filed on May 10, 2013

Organization Profile
1 West 4th Street D4000-04127101
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

51st percentile

1.1%

Faster asset growth than 51% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$4,536,755

Up $49,269 (+1.1%) from 2011

Net Assets

Up

$4,536,755

Up $49,269 (+1.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$241,485

Up $10,043 (+4.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$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

2012

Assets$4,536,755
Liabilities$0
Net Assets$4,536,755
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$241,485
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 10, 2013
Return Version
2012v2.1
Gross Receipts
$2,116,661
Filing and Contact Details

Filer

EIN
14-6018145
Raw XML Appendix268 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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IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0To Unitarian Universalist Association (UUA) for its general programs by grants and other means.
IRS990/AddressChange0X
IRS990/AddressPrincipalOfficerUS/AddressLine1010 S Jefferson Street 21st Floor
IRS990/AddressPrincipalOfficerUS/City0Roanoke
IRS990/AddressPrincipalOfficerUS/State0VA
IRS990/AddressPrincipalOfficerUS/ZIPCode0240111331
IRS990/AllOtherExpenses/ManagementAndGeneral015647
IRS990/AllOtherExpenses/ProgramServices04732
IRS990/AllOtherExpenses/Total020379
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY04487486
IRS990/CapStckTrstPrinCurrentFunds/EOY04536755
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral00
IRS990/CompCurrentOfficersDirectors/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear0209
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0To Unitarian Universalist Association (UUA) for its general programs by grants and other means.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/ExcessBenefitTransaction0false
IRS990/Expense0225838
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek04.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine10WELLS FARGO BANK NA
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization018927
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities0174236
IRS990/Gaming0false
IRS990/Grants0221106
IRS990/GrantsAndSimilarAmntsCY0221106
IRS990/GrantsAndSimilarAmntsPriorYear0208145
IRS990/GrantsToDomesticOrgs/ProgramServices0221106
IRS990/GrantsToDomesticOrgs/Total0221106
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities01989545
IRS990/GrossReceipts02116661
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear0301352
IRS990/InvestmentIncome/ExclusionAmount0127116
IRS990/InvestmentIncomePriorYear0192291
IRS990/InvestmentIncome/TotalRevenueColumn0127116
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY04352019
IRS990/InvestmentsPubTradedSecurities/EOY04380429
IRS990/LessCostOthBasisSalesExpenses/Securities01815309
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0To Unitarian Universalist Association (UUA) for its general programs by grants and other means.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerBusiness/BusinessNameLine10Wells Fargo Bank NA
IRS990/NbrIndependentVotingMembers01
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY04487486
IRS990/NetAssetsOrFundBalancesEOY04536755
IRS990/NetGainOrLossInvestments/ExclusionAmount0174236
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0174236
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers01
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear04576
IRS990/OtherExpensesCurrentYear020379
IRS990/OtherRevenueCurrentYear00
IRS990/OtherWebsite0X
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges0-10598
IRS990/ReconcilationRevenueExpenses059867
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY059867
IRS990/RevenuesLessExpensesPriorYear0-38942
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear018721
IRS990/SavingsAndTempCashInvestments/BOY0135467
IRS990/SavingsAndTempCashInvestments/EOY0156326
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts0221106
IRS990ScheduleA/SupportedOrgInformation/Amount0221106
IRS990ScheduleA/SupportedOrgInformation/EIN0042103733
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10Unitarian Universalist As
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0Church
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleA/WrittenIRSDetermination0X
IRS990/ScheduleBRequired0false
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0ORGANIZATION CONTRIBUTED TO PRESELECTED ORGANIZATION
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0910
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1025 BEACON STREET
IRS990ScheduleI/RecipientTable/AddressUS/City0BOSTON
IRS990ScheduleI/RecipientTable/AddressUS/State0MA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode002108
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0221106
IRS990ScheduleI/RecipientTable/EINOfRecipient0042103733
IRS990ScheduleI/RecipientTable/PurposeOfGrant0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10UNITARIAN UNIVERSALIST ASSOCIATION
IRS990ScheduleI/RecordsMaintained0true
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUSTEE RECEIVES AND REVIEWS THE FORM 990.
IRS990ScheduleO/GeneralExplanation/Explanation1ORGANIZATION COMPLIES WITH THE SAME POLICY AND ENFORCEMENT AS ITS TRUSTEE
IRS990ScheduleO/GeneralExplanation/Explanation2VIA GUIDESTAR OR FOUNDATION CENTER
IRS990ScheduleO/GeneralExplanation/Explanation3Mutual Fund Timing Difference $10, Rounding ($1).
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/GeneralExplanation/Identifier1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/GeneralExplanation/Identifier2DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 18
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0PA
IRS990/StatesWhereCopyOfReturnIsFiled0MP
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1010 S JEFFERSON ST 21ST FL
IRS990/TheBooksAreInCareOf/AddressUS/City0ROANOKE
IRS990/TheBooksAreInCareOf/AddressUS/State0VA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0240111331
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10WELLS FARGO BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber05405103755
IRS990/TotalAssets/BOY04487486
IRS990/TotalAssetsBOY04487486
IRS990/TotalAssets/EOY04536755
IRS990/TotalAssetsEOY04536755
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear0241485
IRS990/TotalExpensesPriorYear0231442
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral015647
IRS990/TotalFunctionalExpenses/ProgramServices0225838
IRS990/TotalFunctionalExpenses/Total0241485
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY04487486
IRS990/TotalLiabNetAssetsFundBalances/EOY04536755
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY04487486
IRS990/TotalNetAssetsFundBalances/EOY04536755
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0225838
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg018927
IRS990/TotalRevenueCurrentYear0301352
IRS990/TotalRevenue/ExclusionAmount0301352
IRS990/TotalRevenuePriorYear0192500
IRS990/TotalRevenue/TotalRevenueColumn0301352
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0true
IRS990/YearFormation01989
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0146018145
ReturnHeader/Filer/Name/BusinessNameLine10HOLDEEN TEN FUNDS (45-10)
ReturnHeader/Filer/NameControl0HOLD
ReturnHeader/Filer/Phone03367478192
ReturnHeader/Filer/USAddress/AddressLine101 WEST 4TH STREET D4000-041
ReturnHeader/Filer/USAddress/City0WINSTON SALEM
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027101
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-10
ReturnHeader/Officer/Name0-
ReturnHeader/Officer/Phone03367478192
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10600 GRANT STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Pittsburgh
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0152192777
ReturnHeader/Preparer/Name0JOSEPH J CASTRIANO
ReturnHeader/Preparer/Phone04123556000
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-11T10:23:20-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,536,755
Liabilities
$0
Net assets
$4,536,755
Revenue
-
Expenses
$241,485
Net income
-
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