Civic Intelligence

Holmdel Foundation for Educational Excellence Incorporated

990EZ • Fiscal year 2020 • EIN 22-3478361

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

Organization Profilewww.hfee.org
65 Mccampbell RoadHolmdel, NJ 07733

(917) 941-6494

Siviq Scores

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

Liabilities / Assets

90th percentile

0.11x

Higher debt load relative to assets than 90% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.18x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Net Margin

35th percentile

-19%

Higher net margin than 35% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2020 filings • NTEE B82 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-17%

Faster asset growth than 19% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

-5.7%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • NTEE B82 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$190,238

Down $39,459 (-17%) from 2019

Net Assets

Down

$169,283

Down $21,950 (-11%) from 2019

Liabilities

Down

$20,955

Down $17,509 (-46%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin35th percentile

Revenue

Down

$116,320

Down $7,066 (-5.7%) from 2019

Expenses

Down

$138,270

Down $62,977 (-31%) from 2019

Net Income

Up

-$21,950

Up $55,911 (+72%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$400K$300K$200K$100K$0Assets 2012: $115,608Liabilities 2012: $0Net Assets 2012: $115,6082012Assets 2013: $102,206Liabilities 2013: $0Net Assets 2013: $102,2062013Assets 2014: $118,060Liabilities 2014: $53,426Net Assets 2014: $64,6342014Assets 2015: $87,341Liabilities 2015: $53,066Net Assets 2015: $34,2752015Assets 2016: $86,609Liabilities 2016: $22,705Net Assets 2016: $63,9042016Assets 2017: $73,986Liabilities 2017: $17,715Net Assets 2017: $56,2712017Assets 2018: $283,447Liabilities 2018: $14,353Net Assets 2018: $269,0942018Assets 2019: $229,697Liabilities 2019: $38,464Net Assets 2019: $191,2332019Assets 2020: $190,238Liabilities 2020: $20,955Net Assets 2020: $169,2832020Assets 2021: $158,590Liabilities 2021: $18,433Net Assets 2021: $140,1572021Assets 2022: $254,361Liabilities 2022: $0Net Assets 2022: $254,3612022Assets 2023: $276,303Liabilities 2023: $0Net Assets 2023: $276,3032023Assets 2024: $307,622Liabilities 2024: $0Net Assets 2024: $307,6222024Assets 2025: $123,243Liabilities 2025: $0Net Assets 2025: $123,2432025

Highlighted filing

2020

Assets$190,238
Liabilities$20,955
Net Assets$169,283
Open 2020 Filing

Operations Trend

Revenue Growth64th percentile

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

$400K$200K$0-$200KRevenue 2012: $99,239Expenses 2012: $120,677Net Income 2012: -$21,4382012Revenue 2013: $63,291Expenses 2013: $73,687Net Income 2013: -$10,3962013Revenue 2014: $135,370Expenses 2014: $94,463Net Income 2014: $40,9072014Revenue 2015: $98,483Expenses 2015: $128,743Net Income 2015: -$30,2602015Revenue 2016: $249,613Expenses 2016: $219,985Net Income 2016: $29,6282016Revenue 2017: $108,305Expenses 2017: $115,938Net Income 2017: -$7,6332017Revenue 2018: $286,246Expenses 2018: $73,423Net Income 2018: $212,8232018Revenue 2019: $123,386Expenses 2019: $201,247Net Income 2019: -$77,8612019Revenue 2020: $116,320Expenses 2020: $138,270Net Income 2020: -$21,9502020Revenue 2021: $47,175Expenses 2021: $76,301Net Income 2021: -$29,1262021Revenue 2022: $118,618Expenses 2022: $4,414Net Income 2022: $114,2042022Revenue 2023: $191,636Expenses 2023: $169,694Net Income 2023: $21,9422023Revenue 2024: $73,845Expenses 2024: $42,526Net Income 2024: $31,3192024Revenue 2025: $87,816Expenses 2025: $266,193Net Income 2025: -$178,3772025

Highlighted filing

2020

Revenue$116,320
Expenses$138,270
Net Income-$21,950
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$142,916
Mission and Program Overview

Mission

Corporation organized exclusively for educational, scientific and charitable purposes to receive and disburse funds, property and gifts of any kind for the holmdel township school district.

Program Services

DescriptionGrantsExpenses
The Corporation exists as a fundraising vehicle to promote educational excellence at the schools owned and operated by the Board of Education for the Holmdel Township School District.$134,724-
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN RUKINCo ChairpersonPT$0--
MICHELLE SOTTILECo ChairpersonPT$0--
MARIA GORDONVice ChairPT$0--
SCOTT RICETrusteePT$0--
NATALIE DIETZTreasurerPT$0--
LAUREN PODESTATrusteePT$0--
KERI BRYCELANDTrusteePT$0--
STEVE BURDENTrusteePT$0--
VINITA PITCHUMONIVice ChairPT$0--
DR ROBERT CHENTrusteePT$0--
DANIELLE DROZDTrusteePT$0--
DOREEN DEMARCOTrusteePT$0--
SEAN T DOWDSecretaryPT$0--
SUSAN HAMMERTrusteePT$0--
JENNIFER FERNANDOTrusteePT$0--
LORI HERNANDOTrusteePT$0--
KAREN KELLYTrusteePT$0--
RUSHMI MATHURTrusteePT$0--
BRET KLINFELTERTrusteePT$0--
CHIUNG-YIN CHENG LIUTrusteePT$0--
MIKE NAUGHTONTrusteePT$0--
DESIREE OSTROVSKYTrusteePT$0--
YASMIN SAMRATrusteePT$0--
CHRIS STRIANOTrusteePT$0--
WEI ZHAOTrustee-WebmastPT$0--
LAUREN TEEVANTrusteePT$0--
SANDRA ZARRAGATrusteePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Giving$73,696-$937-
Spring Gala$68,468-$5,915-
Total Events$142,164-$25,802$-25,802
Filing and Contact Details

Filer

Filer Name
Holmdel Foundation for Educational
EIN
22-3478361
Phone
9179416494
Address
65 MCCAMPBELL ROAD, HOLMDEL, NJ 07733

Signing Officer

Name
Natalie Dietz
Title
Treasurer
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Topel & Silver
Address
29 Plaza 9, Manalapan, NJ 07726
Preparer
Clifford M Topel CPA
Phone
7327801200
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: HOLMDEL SCHOOL DISTRICT | Donee's Address: 65 MCCAMPBELL RD HOLMDEL NJ 07733 | Cash Amount Given: $134724”

Other Expenses.1003

“Information Technology $694”

Other Expenses.1012

“Insurance $2497”

Other Expenses.1

“Licenses and permits $300”

Other Expenses.2

“OTHER $50”

Other Expenses.3

“PROCESSING FEE $5”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $38464 Accounts Payable and Accrued Expenses - Ending $20955”

Raw XML Appendix264 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm26SANDRA ZARRAGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt24Trustee-WEBMAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt25Trustee
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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: HOLMDEL SCHOOL DISTRICT | Donee's Address: 65 MCCAMPBELL RD HOLMDEL NJ 07733 | Cash Amount Given: $134724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSES AND PERMITS $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROCESSING FEE $5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $38464 Accounts Payable and Accrued Expenses - Ending $20955
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE DIETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLMDEL FOUNDATION FOR EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXCELLENCE INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLM
ReturnHeader/Filer/EIN0223478361
ReturnHeader/Filer/PhoneNum09179416494
ReturnHeader/Filer/USAddress/AddressLine1Txt065 MCCAMPBELL ROAD
ReturnHeader/Filer/USAddress/CityNm0HOLMDEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007733
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222710702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Topel & Silver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 Plaza 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manalapan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007726
ReturnHeader/PreparerPersonGrp/PhoneNum07327801200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clifford M Topel CPA
ReturnHeader/ReturnTs02020-11-11T07:26:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$190,238
Liabilities
$20,955
Net assets
$169,283
Revenue
$116,320
Expenses
$138,270
Net income
-$21,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.88$2.66$1.78
2024Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.74$0.43$0.31
2023Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$1.92$1.70$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$1.19$0.04$1.14
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.18$1.40$0.47$0.76$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.21$1.69$1.16$1.38$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.30$0.38$1.91$1.23$2.01$0.78
2018Detailed filing. Detailed filing data is available for this year.$2.83$0.14$2.69$2.86$0.73$2.13
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.18$0.56$1.08$1.16$0.08
2016Summary only. Only limited summary data is available for this year.$0.87$0.23$0.64$2.50$2.20$0.30
2015Summary only. Only limited summary data is available for this year.$0.87$0.53$0.34$0.98$1.29$0.30
2014Summary only. Only limited summary data is available for this year.$1.18$0.53$0.65$1.35$0.94$0.41
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.63$0.74$0.10
2012Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.99$1.21$0.21