Civic Intelligence

James a Holt Charitable Foundation

EIN 20-6351514 • Jeffersonville, IN

PO Box 703Jeffersonville, IN 47130
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

39th percentile

0.8%

Faster asset growth than 39% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

72%

Faster revenue growth than 83% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,772,874

Up $46,649 (+0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,772,874

Up $46,649 (+0.8%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin59th percentile

Revenue

Up

$427,609

Up $178,746 (+72%) from 2023

Expenses

Up

$380,960

Up $94,887 (+33%) from 2023

Net Income

Up

$46,649

Up $83,859 (+225%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,435,598Liabilities 2011: $02011Assets 2012: $1,442,605Liabilities 2012: $02012Assets 2013: $1,472,087Liabilities 2013: $02013Assets 2014: $1,480,974Liabilities 2014: $02014Assets 2015: $1,481,145Liabilities 2015: $02015Assets 2019: $2,512,763Liabilities 2019: $02019Assets 2021: $5,812,214Liabilities 2021: $0Net Assets 2021: $5,812,2142021Assets 2022: $5,763,435Liabilities 2022: $0Net Assets 2022: $5,763,4352022Assets 2023: $5,726,225Liabilities 2023: $0Net Assets 2023: $5,726,2252023Assets 2024: $5,772,874Liabilities 2024: $0Net Assets 2024: $5,772,8742024

Highlighted filing

2024

Assets$5,772,874
Liabilities$0
Net Assets$5,772,874
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $212,045Expenses 2011: $217,128Net Income 2011: -$5,0832011Revenue 2012: $242,729Expenses 2012: $235,722Net Income 2012: $7,0072012Revenue 2013: $257,690Expenses 2013: $228,208Net Income 2013: $29,4822013Revenue 2014: $260,560Expenses 2014: $251,673Net Income 2014: $8,8872014Revenue 2015: $341,832Expenses 2015: $341,661Net Income 2015: $1712015Revenue 2019: $223,112Expenses 2019: $209,430Net Income 2019: $13,6822019Revenue 2021: $615,783Expenses 2021: $251,254Net Income 2021: $364,5292021Revenue 2022: $201,114Expenses 2022: $249,893Net Income 2022: -$48,7792022Revenue 2023: $248,863Expenses 2023: $286,073Net Income 2023: -$37,2102023Revenue 2024: $427,609Expenses 2024: $380,960Net Income 2024: $46,6492024

Highlighted filing

2024

Revenue$427,609
Expenses$380,960
Net Income$46,649
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,772,874
Liabilities
$0
Net assets
$5,772,874
Revenue
$427,609
Expenses
$380,960
Net income
$46,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.43$0.38$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.00$5.73$0.25$0.29$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.20$0.25$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.00$5.81$0.62$0.25$0.36
2019Summary only. Only limited summary data is available for this year.$2.51$0.00$0.22$0.21$0.01
2015Summary only. Only limited summary data is available for this year.$1.48$0.00$0.34$0.34$0.00
2014Summary only. Only limited summary data is available for this year.$1.48$0.00$0.26$0.25$0.01
2013Summary only. Only limited summary data is available for this year.$1.47$0.00$0.26$0.23$0.03
2012Summary only. Only limited summary data is available for this year.$1.44$0.00$0.24$0.24$0.01
2011Summary only. Only limited summary data is available for this year.$1.44$0.00$0.21$0.22$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY RAUCKPresidentPT$0--
BILL SORGSecretary-$0--
DEL LIVERMORETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
James a Holt Charitable Foundation
EIN
20-6351514
Phone
8123935057
Address
PO BOX 703, JEFFERSONVILLE, IN 47130

Signing Officer

Name
Jerry Rauck
Title
President
Phone
8123935057
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Hurst & Associates LLC
Address
100 E 12TH STREET, JEFFERSONVILLE, IN 47130
Preparer
Bryan Hurst CPA
Phone
8122827771
Raw XML Appendix255 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05601657
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0324895
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02069
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JERRY RAUCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BILL SORG
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK CHARGES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11575
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0260000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt335
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt043818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt043818
TaxesSchedule/TaxesDetail/Amt07194
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07194
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY RAUCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08123935057
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES A HOLT CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0206351514
ReturnHeader/Filer/PhoneNum08123935057
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 703
ReturnHeader/Filer/USAddress/CityNm0JEFFERSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047130
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813659496
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HURST & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E 12TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JEFFERSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047130
ReturnHeader/PreparerPersonGrp/PhoneNum08122827771
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN HURST CPA
ReturnHeader/ReturnTs02025-05-14T16:14:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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