Civic Intelligence

Johan G W & Frances S Holmberg Foundation Inc.

EIN 22-3127506 • Norwood, MA

Pub. 78 Eligible
470 Washington Street 29Norwood, MA 02062
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 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$2,300

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 36.4% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

60th percentile

1.8%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

83%

Faster revenue growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$57,872

Up $1,008 (+1.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$57,872

Up $1,008 (+1.8%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin67th percentile

Revenue

Up

$6,326

Up $2,876 (+83%) from 2024

Expenses

Down

$5,530

Down $295 (-5.1%) from 2024

Net Income

Up

$796

Up $3,171 (+134%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2012: $140,730Liabilities 2012: $7,5002012Assets 2013: $127,514Liabilities 2013: $20,0002013Assets 2014: $113,362Liabilities 2014: $15,0002014Assets 2015: $97,795Liabilities 2015: $15,0002015Assets 2016: $82,361Liabilities 2016: $10,0002016Assets 2019: $72,338Liabilities 2019: $1,2502019Assets 2020: $64,161Liabilities 2020: $02020Assets 2021: $73,815Liabilities 2021: $0Net Assets 2021: $73,8152021Assets 2022: $55,722Liabilities 2022: $0Net Assets 2022: $55,7222022Assets 2023: $57,179Liabilities 2023: $0Net Assets 2023: $57,1792023Assets 2024: $56,864Liabilities 2024: $0Net Assets 2024: $56,8642024Assets 2025: $57,872Liabilities 2025: $0Net Assets 2025: $57,8722025

Highlighted filing

2025

Assets$57,872
Liabilities$0
Net Assets$57,872
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

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

$40K$20K$0-$20K-$40KRevenue 2012: $4,129Expenses 2012: $13,279Net Income 2012: -$9,1502012Revenue 2013: $2,917Expenses 2013: $28,633Net Income 2013: -$25,7162013Revenue 2014: $3,082Expenses 2014: $13,801Net Income 2014: -$10,7192014Revenue 2015: $5,804Expenses 2015: $18,224Net Income 2015: -$12,4202015Revenue 2016: $2,992Expenses 2016: $13,105Net Income 2016: -$10,1132016Revenue 2019: $4,234Expenses 2019: $8,144Net Income 2019: -$3,9102019Revenue 2020: $6,414Expenses 2020: $9,648Net Income 2020: -$3,2342020Revenue 2021: $5,143Expenses 2021: $6,874Net Income 2021: -$1,7312021Revenue 2022: $7,409Expenses 2022: $8,175Net Income 2022: -$7662022Revenue 2023: $1,591Expenses 2023: $5,559Net Income 2023: -$3,9682023Revenue 2024: $3,450Expenses 2024: $5,825Net Income 2024: -$2,3752024Revenue 2025: $6,326Expenses 2025: $5,530Net Income 2025: $7962025

Highlighted filing

2025

Revenue$6,326
Expenses$5,530
Net Income$796
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,872
Liabilities
$0
Net assets
$57,872
Revenue
$6,326
Expenses
$5,530
Net income
$796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.06$0.06$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.03$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.02$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.07$0.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.05$0.07$0.02
2020Summary only. Only limited summary data is available for this year.$0.64$0.00$0.06$0.10$0.03
2019Summary only. Only limited summary data is available for this year.$0.72$0.01$0.04$0.08$0.04
2016Summary only. Only limited summary data is available for this year.$0.82$0.10$0.03$0.13$0.10
2015Summary only. Only limited summary data is available for this year.$0.98$0.15$0.06$0.18$0.12
2014Summary only. Only limited summary data is available for this year.$1.13$0.15$0.03$0.14$0.11
2013Summary only. Only limited summary data is available for this year.$1.28$0.20$0.03$0.29$0.26
2012Summary only. Only limited summary data is available for this year.$1.41$0.08$0.04$0.13$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J POWERSDirector-$2,300-$2,300
Filing and Contact Details

Filer

Filer Name
Johan Gw & Frances S Holmberg Fdn
EIN
22-3127506
Phone
6174712000
Address
470 Washington Street 29, Norwood, MA 02062

Signing Officer

Name
Michael J Powers
Title
Director
Phone
6174712000
Signed
2025-07-09
Discuss with paid preparer
Yes

Preparer

Firm
HK Advisory
Address
830 Haverford Avenue Suite 3, Pacific Palisades, CA 90272
Preparer
Janice A Kido
Phone
3104593538
Raw XML Appendix351 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL J POWERS
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt24
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt38
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt48
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt58
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0CHARITABLE CONTRIBUTIONS RECEIVED TO PROVIDE AN INVESTMENT BASE ON
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1WHICH TO EARN INVESTMENT INCOME ANNUALLY ON WHICH GRANTS WILL BE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2PROVIDED TO ELIGIBLE STUDENTS.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3CHARITABLE CONTRIBUTIONS RECEIVED TO PROVIDE AN INVESTMENT BASE ON
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4WHICH TO EARN INVESTMENT INCOME ANNUALLY ON WHICH GRANTS WILL BE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt5PROVIDED TO ELIGIBLE STUDENTS.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2AppYr1Yr02023
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2AppYr2Yr02022
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2AppYr3Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2AppYr4Yr02020
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Powers and Landry PC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0470 Washington St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Norwood
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002062
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07813267766
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt04952
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt04952
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02683
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt04952
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02604
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02683
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02593
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Unrealized Gain (Loss) on Securities
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02804
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02804
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1111
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0212
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gain (Loss) on Securities
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0555
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0Federal
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael J Powers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06174712000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHAN GW & FRANCES S HOLMBERG FDN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O Powers and Landry PC
ReturnHeader/Filer/BusinessNameControlTxt0JOHA
ReturnHeader/Filer/EIN0223127506
ReturnHeader/Filer/PhoneNum06174712000
ReturnHeader/Filer/USAddress/AddressLine1Txt0470 Washington Street 29
ReturnHeader/Filer/USAddress/CityNm0Norwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002062
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431997874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HK Advisory
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0830 Haverford Avenue Suite 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pacific Palisades
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090272
ReturnHeader/PreparerPersonGrp/PhoneNum03104593538
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janice A Kido
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-23T20:49:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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