Civic Intelligence

The Tholan Foundation

EIN 20-4956750 • Houston, TX

5555 San Felipe Suite 200Houston, TX 77056
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

21st percentile

-29%

Higher net margin than 21% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-2.1%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

40%

Faster revenue growth than 80% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$125,087

Down $2,730 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$125,087

Down $2,730 (-2.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin21st percentile

Revenue

Up

$9,554

Up $2,738 (+40%) from 2023

Expenses

Up

$12,290

Up $4,513 (+58%) from 2023

Net Income

Down

-$2,736

Down $1,775 (-185%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$150K$100K$50K$0Assets 2014: $145,097Liabilities 2014: $0Net Assets 2014: $145,0972014Assets 2015: $142,514Liabilities 2015: $0Net Assets 2015: $142,5142015Assets 2018: $129,733Liabilities 2018: $0Net Assets 2018: $129,7332018Assets 2019: $145,845Liabilities 2019: $0Net Assets 2019: $145,8452019Assets 2020: $127,827Liabilities 2020: $0Net Assets 2020: $127,8272020Assets 2021: $129,510Liabilities 2021: $0Net Assets 2021: $129,5102021Assets 2022: $128,783Liabilities 2022: $0Net Assets 2022: $128,7832022Assets 2023: $127,817Liabilities 2023: $0Net Assets 2023: $127,8172023Assets 2024: $125,087Liabilities 2024: $0Net Assets 2024: $125,0872024

Highlighted filing

2024

Assets$125,087
Liabilities$0
Net Assets$125,087
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2014: $10,017Expenses 2014: $9,172Net Income 2014: $8452014Revenue 2015: $5,885Expenses 2015: $8,470Net Income 2015: -$2,5852015Revenue 2018: $6,473Expenses 2018: $7,379Net Income 2018: -$9062018Revenue 2019: $22,283Expenses 2019: $6,243Net Income 2019: $16,0402019Revenue 2020: -$7,315Expenses 2020: $9,423Net Income 2020: -$16,7382020Revenue 2021: $9,933Expenses 2021: $8,250Net Income 2021: $1,6832021Revenue 2022: $6,198Expenses 2022: $6,919Net Income 2022: -$7212022Revenue 2023: $6,816Expenses 2023: $7,777Net Income 2023: -$9612023Revenue 2024: $9,554Expenses 2024: $12,290Net Income 2024: -$2,7362024

Highlighted filing

2024

Revenue$9,554
Expenses$12,290
Net Income-$2,736
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$125,087
Liabilities
$0
Net assets
$125,087
Revenue
$9,554
Expenses
$12,290
Net income
-$2,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.10$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.10$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.07$0.09$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.22$0.06$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.06$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.06$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.10$0.09$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT S THOLANPresident-$0--
MARILYN THOLANVice President-$0--
CAROLYN T BRINDLESecretary, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Tholan Foundation
EIN
20-4956750
Phone
7135619300
Address
5555 SAN FELIPE SUITE 200, HOUSTON, TX 77056

Signing Officer

Name
Carolyn T Brindle
Title
Secretary, Trea
Phone
7135619300
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence F Mcguire
Phone
4123556000
Raw XML Appendix331 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MERCER ADVISORS KANALY TRUST SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum07135619300
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE OF EARTH & MINERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PENNSYLVANIA ST UNIV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1IMMANUEL UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0OFFICE OF THE DEAN 27 OLD MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt129 E MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0UNIVERSITY PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEONA
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08223
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08223
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03147
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02227
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0920
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02227
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03147
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0920
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt15
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1MUTUAL FUND TIMING ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01714
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01714
TaxesSchedule/TaxesDetail/Amt072
TaxesSchedule/TaxesDetail/Amt154
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt12024 ESTIMATED EXCISE PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt072
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN T BRINDLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY, TREA
ReturnHeader/BusinessOfficerGrp/PhoneNum07135619300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE THOLAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOL
ReturnHeader/Filer/EIN0204956750
ReturnHeader/Filer/PhoneNum07135619300
ReturnHeader/Filer/USAddress/AddressLine1Txt05555 SAN FELIPE SUITE 200
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077056
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/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE F MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T07:01:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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