Civic Intelligence

James a Holt Charitable Foundation Inc.

990PF • Fiscal year 2022 • EIN 20-6351514

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 01, 2023

Organization Profile
PO Box 703Jeffersonville, IN 47130

(812) 393-5057

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

18th percentile

-24%

Higher net margin than 18% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

48th percentile

-0.8%

Faster asset growth than 48% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-67%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,763,435

Down $48,779 (-0.8%) from 2021

Net Assets

Down

$5,763,435

Down $48,779 (-0.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin18th percentile

Revenue

Down

$201,114

Down $414,669 (-67%) from 2021

Expenses

Down

$249,893

Down $1,361 (-0.5%) from 2021

Net Income

Down

-$48,779

Down $413,308 (-113%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$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

2022

Assets$5,763,435
Liabilities$0
Net Assets$5,763,435
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

2022

Revenue$201,114
Expenses$249,893
Net Income-$48,779
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY RAUCHPresidentPT$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 Rauch
Title
President
Phone
8123935057
Signed
2023-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Hurst & Associates LLC
Address
100 E 12TH STREET, JEFFERSONVILLE, IN 47130
Preparer
Bryan Hurst CPA
Phone
8122827771
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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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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RAUCH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,763,435
Liabilities
$0
Net assets
$5,763,435
Revenue
$201,114
Expenses
$249,893
Net income
-$48,779
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