Civic Intelligence

Holmberg Foundation Inc.

990PF • Fiscal year 2018 • EIN 16-1426226

Aug 01, 2017 to Jul 31, 2018 • Filed on Aug 21, 2018

C/O 519 Washington StreetJamestown, NY 14701

(716) 483-0735

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

1.7%

Faster asset growth than 54% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$4,709,821

Up $76,839 (+1.7%) from 2017

Net Assets

Up

$4,709,821

Up $76,839 (+1.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$362,715

Down $43,040 (-11%) from 2017

Expenses

Up

$285,876

Up $31,457 (+12%) from 2017

Net Income

Down

$76,839

Down $74,497 (-49%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,201,055Liabilities 2011: $0Net Assets 2011: $4,201,0552011Assets 2012: $4,101,237Liabilities 2012: $0Net Assets 2012: $4,101,2372012Assets 2013: $4,341,826Liabilities 2013: $0Net Assets 2013: $4,341,8262013Assets 2014: $4,624,748Liabilities 2014: $0Net Assets 2014: $4,624,7482014Assets 2015: $4,669,691Liabilities 2015: $0Net Assets 2015: $4,669,6912015Assets 2016: $4,481,646Liabilities 2016: $0Net Assets 2016: $4,481,6462016Assets 2017: $4,632,982Liabilities 2017: $0Net Assets 2017: $4,632,9822017Assets 2018: $4,709,821Liabilities 2018: $0Net Assets 2018: $4,709,8212018Assets 2019: $4,536,773Liabilities 2019: $0Net Assets 2019: $4,536,7732019Assets 2020: $4,636,489Liabilities 2020: $0Net Assets 2020: $4,636,4892020Assets 2021: $4,928,778Liabilities 2021: $0Net Assets 2021: $4,928,7782021Assets 2022: $5,074,165Liabilities 2022: $0Net Assets 2022: $5,074,1652022Assets 2023: $4,856,192Liabilities 2023: $0Net Assets 2023: $4,856,1922023Assets 2024: $4,693,575Liabilities 2024: $4,000Net Assets 2024: $4,689,5752024Assets 2025: $4,837,122Liabilities 2025: $0Net Assets 2025: $4,837,1222025

Highlighted filing

2018

Assets$4,709,821
Liabilities$0
Net Assets$4,709,821

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $197,4662011Expenses 2012: $264,9742012Expenses 2013: $252,7112013Revenue 2014: $639,377Expenses 2014: $356,455Net Income 2014: $282,9222014Revenue 2015: $343,710Expenses 2015: $298,767Net Income 2015: $44,9432015Revenue 2016: $122,598Expenses 2016: $310,643Net Income 2016: -$188,0452016Revenue 2017: $405,755Expenses 2017: $254,419Net Income 2017: $151,3362017Revenue 2018: $362,715Expenses 2018: $285,876Net Income 2018: $76,8392018Revenue 2019: $177,741Expenses 2019: $350,789Net Income 2019: -$173,0482019Revenue 2020: $378,808Expenses 2020: $279,092Net Income 2020: $99,7162020Revenue 2021: $657,821Expenses 2021: $365,532Net Income 2021: $292,2892021Revenue 2022: $523,054Expenses 2022: $377,667Net Income 2022: $145,3872022Revenue 2023: $162,567Expenses 2023: $380,540Net Income 2023: -$217,9732023Revenue 2024: $228,596Expenses 2024: $395,213Net Income 2024: -$166,6172024Revenue 2025: $497,079Expenses 2025: $349,532Net Income 2025: $147,5472025

Highlighted filing

2018

Revenue$362,715
Expenses$285,876
Net Income$76,839
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Aug 21, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID W SHEPHERDTrusteePT$0--
MATTHEW M MOOREPresidentPT$0--
LESLIE A JOHNSONSecretaryPT$0--
JOSEPH C JOHNSONTreasurer-$0--
MARY C KOHLVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Holmberg Foundation Inc
EIN
16-1426226
Phone
7164830735
Address
C/O 519 WASHINGTON STREET, JAMESTOWN, NY 14701

Signing Officer

Name
Matthew M Moore
Title
President
Phone
7164830735
Signed
2018-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Kelly A Dawson CPA
Address
2 East Second Street Suite 400, Jamestown, NY 14701
Preparer
Kelly a Dawson CPA
Phone
7164996398
Raw XML AppendixShowing 400 of 483 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04756302
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0219340
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MATTHEW M MOORE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JAMESTOWN AUDUBON SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHAUTAUQUA STRIDERS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FREDONIA COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4INFINITY PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JAMESTOWN COMMUNITY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6JAMESTOWN COMMUNITY LEARNING COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ROGER TORY PETERSON INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8THE RELIEF ZONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9YMCA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11JUNIOR ACHIEVMENT OF WNY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12JAMES PRENDERGAST LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13FOOD BANK OF WNY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14DIBERT BOYS AND GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15FUND FOR THE ARTS OF CHAUTAUQUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16CHAUTAUQUA LAKE ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17YWCA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 58
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11600 RIVERSIDE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2101 EAST FOURTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3272 CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4115 EAST THIRD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5260 NORTH UNION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6301 FRONT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7311 CURTIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 334
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9201 EAST FOURTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1021 E 3RD ST SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11181 FRANKLIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12509 CHERRY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1391 HOLT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1462 ALLEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15715 FALCONER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16429 E TERRACE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17401 N MAIN STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JAMESTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JAMESTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FREDONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4JAMESTOWN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10JAMESTOWN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12JAMESTOWN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd17NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd314063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd414701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd514760
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd614701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd714701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd814738
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd914701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1014701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1114202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1214701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1314206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1414701

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.50$0.35$0.15
2024Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.23$0.40$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.16$0.38$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.52$0.38$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.66$0.37$0.29
2020Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.38$0.28$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.18$0.35$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.36$0.29$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.41$0.25$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.12$0.31$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.34$0.30$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.64$0.36$0.28
2013Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.25
2012Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.26
2011Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.20