Civic Intelligence

Thomas a and Joan M Holmes Foundation Inc.

990PF • Fiscal year 2022 • EIN 22-2766121

Dec 01, 2021 to Nov 30, 2022 • Filed on Aug 30, 2023

Organization Profile
999 Vanderbilt Beach Road Ste 704Naples, FL 34108

(201) 220-0094

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

98th percentile

105%

Higher net margin than 98% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

8th percentile

-19%

Faster asset growth than 8% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,126,770

Down $266,116 (-19%) from 2021

Net Assets

Down

$1,126,770

Down $266,116 (-19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

-$254,316

Down $303,896 (-613%) from 2021

Expenses

Up

$11,800

Up $11,500 (+3833%) from 2021

Net Income

Down

-$266,116

Down $315,396 (-640%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,059,217Liabilities 2011: $1532011Assets 2012: $1,050,591Liabilities 2012: $02012Assets 2013: $1,090,053Liabilities 2013: $3192013Assets 2014: $1,089,551Liabilities 2014: $0Net Assets 2014: $1,089,5512014Assets 2015: $1,067,762Liabilities 2015: $0Net Assets 2015: $1,067,7622015Assets 2016: $1,069,988Liabilities 2016: $0Net Assets 2016: $1,069,9882016Assets 2017: $1,391,229Liabilities 2017: $0Net Assets 2017: $1,391,2292017Assets 2018: $1,507,746Liabilities 2018: $217Net Assets 2018: $1,507,5292018Assets 2019: $1,397,155Liabilities 2019: $02019Assets 2020: $1,343,606Liabilities 2020: $0Net Assets 2020: $1,343,6062020Assets 2021: $1,392,886Liabilities 2021: $0Net Assets 2021: $1,392,8862021Assets 2022: $1,126,770Liabilities 2022: $0Net Assets 2022: $1,126,7702022Assets 2023: $1,272,575Liabilities 2023: $0Net Assets 2023: $1,272,5752023Assets 2024: $2,958,177Liabilities 2024: $0Net Assets 2024: $2,958,1772024

Highlighted filing

2022

Assets$1,126,770
Liabilities$0
Net Assets$1,126,770
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $71,908Expenses 2011: $42,532Net Income 2011: $29,3762011Revenue 2012: $22,575Expenses 2012: $31,048Net Income 2012: -$8,4732012Revenue 2013: $91,916Expenses 2013: $52,773Net Income 2013: $39,1432013Revenue 2014: $68,562Expenses 2014: $68,745Net Income 2014: -$1832014Revenue 2015: $36,383Expenses 2015: $58,172Net Income 2015: -$21,7892015Revenue 2016: $39,957Expenses 2016: $37,731Net Income 2016: $2,2262016Revenue 2017: $171,187Expenses 2017: $69,636Net Income 2017: $101,5512017Revenue 2018: $238,839Expenses 2018: $122,539Net Income 2018: $116,3002018Revenue 2019: $34,569Expenses 2019: $75,826Net Income 2019: -$41,2572019Revenue 2020: $15,458Expenses 2020: $69,007Net Income 2020: -$53,5492020Revenue 2021: $49,580Expenses 2021: $300Net Income 2021: $49,2802021Revenue 2022: -$254,316Expenses 2022: $11,800Net Income 2022: -$266,1162022Revenue 2023: $149,105Expenses 2023: $3,300Net Income 2023: $145,8052023Revenue 2024: $1,804,179Expenses 2024: $4,210Net Income 2024: $1,799,9692024

Highlighted filing

2022

Revenue-$254,316
Expenses$11,800
Net Income-$266,116
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Aug 30, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN EELMANPresident-$0--
BRUCE M HOLMESVice Preside-$0--
NANNE E HOLMESSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-MEDICAL-NAPLES, FL, US$5,000
Paid Grant-EDUCATIONAL-NAPLES, FL, US$1,500
Paid Grant-MUSEUM-WABASH, IN, US$1,000
Paid Grant-PRESERVATION-SIASCONSET, MA, US$1,000
Paid Grant-GENERAL-NANTUCKET, MA, US$1,000
Paid Grant-GENERAL-NANTUCKET, MA, US$1,000
Paid Grant-GENERAL-NANTUCKET, MA, US$1,000
Filing and Contact Details

Filer

Filer Name
Thomas a & Joan M Holmes Foundation
EIN
22-2766121
Phone
2012200094
Address
999 VANDERBILT BEACH ROAD STE 704, NAPLES, FL 34108

Signing Officer

Name
Susan Eelman
Title
President
Phone
2012200094
Signed
2023-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Bodine Perry Pllc
Address
999 VANDERBILT BEACH RD SUITE 707, NAPLES, FL 34108
Preparer
Mitchel Ramos CPA
Phone
2392622279
Raw XML Appendix281 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046992
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302564
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402554
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502554
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602584
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt075310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0117000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0471
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt075310
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042161
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042161
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042161
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0117471
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0300
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN EELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02012200094
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS A & JOAN M HOLMES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0222766121
ReturnHeader/Filer/PhoneNum02012200094
ReturnHeader/Filer/USAddress/AddressLine1Txt0999 VANDERBILT BEACH ROAD STE 704
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833033790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BODINE PERRY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 VANDERBILT BEACH RD SUITE 707
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034108
ReturnHeader/PreparerPersonGrp/PhoneNum02392622279
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHEL RAMOS CPA
ReturnHeader/ReturnTs02023-09-01T03:39:51-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EELMAN
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,126,770
Liabilities
$0
Net assets
$1,126,770
Revenue
-$254,316
Expenses
$11,800
Net income
-$266,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$1.80$0.00$1.80
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.15$0.00$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.25$0.01$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.05$0.00$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.02$0.07$0.05
2019Summary only. Only limited summary data is available for this year.$1.40$0.00$0.03$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.24$0.12$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.17$0.07$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07$0.07$0.00
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.09$0.05$0.04
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.02$0.03$0.01
2011Summary only. Only limited summary data is available for this year.$1.06$0.00$0.07$0.04$0.03