Civic Intelligence

The Harry Holmberg Memorial Fund

990EZ • Fiscal year 2016 • EIN 20-4507950

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 13, 2017

Organization ProfileN/A
PO Box 11450Beverly Hills, CA 90213

(818) 342-6607

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

-0.9%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$60,918

Up $5,898 (+11%) from 2015

Net Assets

Up

$60,918

Up $5,898 (+11%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Down

$20,993

Down $181 (-0.9%) from 2015

Expenses

Up

$15,095

Up $20 (+0.1%) from 2015

Net Income

Down

$5,898

Down $201 (-3.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$80K$60K$40K$20K$0Assets 2010: $76,814Liabilities 2010: $02010Assets 2011: $63,058Liabilities 2011: $02011Assets 2012: $65,383Net Assets 2012: $65,3832012Assets 2013: $52,810Net Assets 2013: $52,8102013Assets 2014: $48,921Net Assets 2014: $48,9212014Assets 2015: $55,020Net Assets 2015: $55,0202015Assets 2016: $60,918Net Assets 2016: $60,9182016Assets 2017: $57,087Net Assets 2017: $57,0872017Assets 2018: $53,126Net Assets 2018: $53,1262018Assets 2019: $63,284Net Assets 2019: $63,2842019Assets 2020: $63,242Net Assets 2020: $63,2422020Assets 2021: $63,186Net Assets 2021: $63,1862021Assets 2022: $63,122Net Assets 2022: $63,1222022Assets 2023: $62,635Liabilities 2023: $02023Assets 2024: $63,271Net Assets 2024: $63,2712024

Highlighted filing

2016

Assets$60,918
Liabilities-
Net Assets$60,918
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2010: $20,621Expenses 2010: $15,245Net Income 2010: $5,3762010Revenue 2011: $1,394Expenses 2011: $15,150Net Income 2011: -$13,7562011Revenue 2012: $17,597Expenses 2012: $15,272Net Income 2012: $2,3252012Revenue 2013: $2,602Expenses 2013: $15,175Net Income 2013: -$12,5732013Revenue 2014: $11,326Expenses 2014: $15,215Net Income 2014: -$3,8892014Revenue 2015: $21,174Expenses 2015: $15,075Net Income 2015: $6,0992015Revenue 2016: $20,993Expenses 2016: $15,095Net Income 2016: $5,8982016Revenue 2017: $11,244Expenses 2017: $15,075Net Income 2017: -$3,8312017Revenue 2018: $1,134Expenses 2018: $5,095Net Income 2018: -$3,9612018Revenue 2019: $10,1582019Revenue 2020: $53Expenses 2020: $95Net Income 2020: -$422020Revenue 2021: $19Expenses 2021: $75Net Income 2021: -$562021Revenue 2022: $31Expenses 2022: $95Net Income 2022: -$642022Revenue 2023: $188Expenses 2023: $675Net Income 2023: -$4872023Revenue 2024: $711Expenses 2024: $75Net Income 2024: $6362024

Highlighted filing

2016

Revenue$20,993
Expenses$15,095
Net Income$5,898
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 13, 2017
Return Version
2016v3.0
Gross Receipts
$20,993
Mission and Program Overview

Mission

PEDIATRIC PALIATIVE CARE

Program Services

DescriptionGrantsExpenses
PEDIATRIC PALIATIVE CARE$95-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIK HOLMBERGPresident-$0--
RONNA KRESSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Harry Holmberg Memorial Fund
EIN
20-4507950
Address
PO BOX 11450, BEVERLY HILLS, CA 90213

Signing Officer

Name
Erik Holmberg
Title
President
Signed
2017-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Raymond M Cohen CPA PC
Address
26893 Bouquet Canyon Road Ste C210, Santa Clarita, CA 91350
Preparer
Raymond M Cohen
Phone
8183426607
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: TRINITY HOSPICE | Donee's Address: 2601 AIRPORT DRIVE TORRANCE CA 90505 | Relationship of Donee: NONE | Cash Amount Given: $15000”

Other Expenses.1

“FILING FEES $20”

Raw XML Appendix126 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ERIK HOLMBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum08183426607
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 11450
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEVERLY HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055020
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060918
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020965
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05898
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt075
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055020
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060918
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt020993
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt028
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055020
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060918
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055020
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060918
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIK HOLMBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONNA KRESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PEDIATRIC PALIATIVE CARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PEDIATRIC PALIATIVE CARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt095
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015095
IRS990EZ/TotalProgramServiceExpensesAmt095
IRS990EZ/TotalRevenueAmt020993
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021148
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073558
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt073558
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021148
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017570
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt073558
IRS990ScheduleA/TotalSupportAmt073558
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: TRINITY HOSPICE | Donee's Address: 2601 AIRPORT DRIVE TORRANCE CA 90505 | Relationship of Donee: NONE | Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FILING FEES $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK HOLMBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARRY HOLMBERG MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0204507950
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11450
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Raymond M Cohen CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026893 Bouquet Canyon Road Ste C210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Clarita
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091350
ReturnHeader/PreparerPersonGrp/PhoneNum08183426607
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND M COHEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-11T10:56:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,918
Liabilities
-
Net assets
$60,918
Revenue
$20,993
Expenses
$15,095
Net income
$5,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.3$63.3$0.71$0.08$0.64
2023Summary only. Only limited summary data is available for this year.$62.6$0.00$0.19$0.68$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.1$63.1$0.03$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$63.2$63.2$0.02$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$63.2$63.2$0.05$0.10$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.3$63.3$10.2
2018Detailed filing. Detailed filing data is available for this year.$53.1$53.1$1.13$5.10$3.96
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.1$57.1$11.2$15.1$3.83
2016Detailed filing. Detailed filing data is available for this year.$60.9$60.9$21.0$15.1$5.90
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$55.0$21.2$15.1$6.10
2014Detailed filing. Detailed filing data is available for this year.$48.9$48.9$11.3$15.2$3.89
2013Detailed filing. Detailed filing data is available for this year.$52.8$52.8$2.60$15.2$12.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.4$65.4$17.6$15.3$2.33
2011Summary only. Only limited summary data is available for this year.$63.1$0.00$1.39$15.2$13.8
2010Summary only. Only limited summary data is available for this year.$76.8$0.00$20.6$15.2$5.38