Civic Intelligence

Thomas a and Joan M Holmes Foundation Inc.

990PF • Fiscal year 2023 • EIN 22-2766121

Dec 01, 2022 to Nov 30, 2023 • Filed on Sep 05, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,272,575

Up $145,805 (+13%) from 2022

Net Assets

Up

$1,272,575

Up $145,805 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

Up

$149,105

Up $403,421 (+159%) from 2022

Expenses

Down

$3,300

Down $8,500 (-72%) from 2022

Net Income

Up

$145,805

Up $411,921 (+155%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$1,272,575
Liabilities$0
Net Assets$1,272,575
Open 2023 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

2023

Revenue$149,105
Expenses$3,300
Net Income$145,805
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Sep 5, 2024
Return Version
2022v5.0
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-MUSEUM-WABASH, IN, US$1,500
Paid Grant-EDUCATIONAL-NAPLES, FL, US$1,500
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
2024-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Dg Perry Pllc
Address
999 VANDERBILT BEACH RD SUITE 707, NAPLES, FL 34108
Preparer
Mitchel Ramos CPA
Phone
2392622279
Raw XML Appendix237 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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ReturnHeader/BusinessOfficerGrp/PhoneNum02012200094
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-05
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833033790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DG 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/PreparationDt02024-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHEL RAMOS CPA
ReturnHeader/ReturnTs02024-09-13T15:35:43-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,272,575
Liabilities
$0
Net assets
$1,272,575
Revenue
$149,105
Expenses
$3,300
Net income
$145,805
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