Civic Intelligence

The Holm Charitable Trust

990PF • Fiscal year 2013 • EIN 22-6810538

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

Organization Profile
C/O G Holm 340 Eagle Drive33477

(732) 842-9260

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

100th percentile

247%

Higher net margin than 100% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

12th percentile

-12%

Faster asset growth than 12% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$567,560

Down $76,848 (-12%) from 2012

Net Assets

Down

$567,560

Down $76,848 (-12%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

-$33,292

No earlier filing loaded for comparison.

Expenses

Up

$48,866

Up $17,185 (+54%) from 2012

Net Income

-$82,158

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$800K$600K$400K$200K$0Assets 2011: $635,364Liabilities 2011: $02011Assets 2012: $644,408Liabilities 2012: $0Net Assets 2012: $644,4082012Assets 2013: $567,560Liabilities 2013: $0Net Assets 2013: $567,5602013Assets 2014: $574,730Liabilities 2014: $0Net Assets 2014: $574,7302014Assets 2015: $413,076Liabilities 2015: $0Net Assets 2015: $413,0762015Assets 2016: $402,516Liabilities 2016: $0Net Assets 2016: $402,5162016Assets 2017: $409,550Liabilities 2017: $0Net Assets 2017: $409,5502017Assets 2018: $404,637Liabilities 2018: $0Net Assets 2018: $404,6372018Assets 2019: $354,334Liabilities 2019: $0Net Assets 2019: $354,3342019Assets 2020: $338,372Liabilities 2020: $0Net Assets 2020: $338,3722020Assets 2021: $445,095Liabilities 2021: $0Net Assets 2021: $445,0952021Assets 2022: $446,319Liabilities 2022: $0Net Assets 2022: $446,3192022Assets 2023: $452,184Liabilities 2023: $0Net Assets 2023: $452,1842023Assets 2024: $445,198Liabilities 2024: $0Net Assets 2024: $445,1982024

Highlighted filing

2013

Assets$567,560
Liabilities$0
Net Assets$567,560
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2011: $17,312Expenses 2011: $20,520Net Income 2011: -$3,2082011Expenses 2012: $31,6812012Revenue 2013: -$33,292Expenses 2013: $48,866Net Income 2013: -$82,1582013Revenue 2014: $50,444Expenses 2014: $54,005Net Income 2014: -$3,5612014Revenue 2015: -$14,352Expenses 2015: $142,105Net Income 2015: -$156,4572015Revenue 2016: $14,778Expenses 2016: $30,457Net Income 2016: -$15,6792016Revenue 2017: $22,465Expenses 2017: $22,507Net Income 2017: -$422017Revenue 2018: $22,964Expenses 2018: $33,023Net Income 2018: -$10,0592018Revenue 2019: -$25,712Expenses 2019: $25,958Net Income 2019: -$51,6702019Revenue 2020: $6,899Expenses 2020: $23,435Net Income 2020: -$16,5362020Revenue 2021: $136,161Expenses 2021: $27,785Net Income 2021: $108,3762021Revenue 2022: $34,332Expenses 2022: $32,850Net Income 2022: $1,4822022Revenue 2023: $33,422Expenses 2023: $28,157Net Income 2023: $5,2652023Revenue 2024: $32,371Expenses 2024: $42,674Net Income 2024: -$10,3032024

Highlighted filing

2013

Revenue-$33,292
Expenses$48,866
Net Income-$82,158
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD L HOLMTrusteePT$0--
SUSAN G HOLMTrusteePT$0--
Filing and Contact Details

Filer

EIN
22-6810538

Signing Officer

Name
Gerald Holm
Title
Trustee
Signed
2014-05-08
Discuss with paid preparer
Yes

Preparer

Preparer
Kathryn M Winthrop
Phone
7328429260
Raw XML Appendix354 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/RecipientRelationshipTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10200 ADMIRALS WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine113300 NORTH A1A NORTH HUTCHINSON ISL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121001 EAST INDIANTOWN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13106 MILITARY TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine142500 JUPITER PARK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1510 BROOKLINE PLACE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine164200 N UNIVERSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine173100/3200 NORTH MILITARY TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine181750 K STREET NW STE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine195154 OKEECHOBEE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1104700 WEST MIDWAY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1112061 COLLIER PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1128330 WARD PARKWAY STE 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine113400 MORIKAMI PARK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0JUPITER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1FORT PIERCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2JUPITER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3JUPITER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4JUPITER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6SUNRISE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City8WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City9W PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City10FORT PIERCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City11LAND O LAKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City12KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City13DELRAY BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State8DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State9FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State10FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State11FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State12MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State13FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode033477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode134949
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode233477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode333458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode433458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode502445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode633351
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode733409
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode820006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode933417
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1034981
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1134639
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1264114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1333446
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt047300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031958
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09594
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019534
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044470
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015342
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09594
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019534
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015342
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044470
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029128
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount05840
OtherDecreasesSchedule/OtherDecreasesDetail/Description0BROKER ADJUSTMENTS TO COST BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0investment expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01408
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01408
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01408
OtherIncreasesSchedule/OtherIncreasesDetail/Amount03399
OtherIncreasesSchedule/OtherIncreasesDetail/Amount1832
OtherIncreasesSchedule/OtherIncreasesDetail/Amount2362
OtherIncreasesSchedule/OtherIncreasesDetail/Amount36557
OtherIncreasesSchedule/OtherIncreasesDetail/Description0ALLIANCE DISTRIBUTION NET OF INCOME
OtherIncreasesSchedule/OtherIncreasesDetail/Description1CVR DISTRIBUTIONS NET OF INCOME
OtherIncreasesSchedule/OtherIncreasesDetail/Description2FERRELLGAS DISTRIBUTIONS NET OF INCOME
OtherIncreasesSchedule/OtherIncreasesDetail/Description3NUSTAR DISTRIBUTIONS NET OF INCOME
TaxesSchedule/TaxesDetail/Amt077
TaxesSchedule/TaxesDetail/Amt1539
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD HOLM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE HOLM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOLM
ReturnHeader/Filer/EIN0226810538
ReturnHeader/Filer/USAddress/AddressLine10C/O G HOLM 340 EAGLE DRIVE
ReturnHeader/Filer/USAddress/City0JUPITER
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033477
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Kathryn M Winthrop CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10200 White Road Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Little Silver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0077391162
ReturnHeader/PreparerPersonGrp/PhoneNum07328429260
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathryn M Winthrop
ReturnHeader/ReturnTs02014-05-08T11:15:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$567,560
Liabilities
$0
Net assets
$567,560
Revenue
-$33,292
Expenses
$48,866
Net income
-$82,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.32$0.43$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$0.33$0.28$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.34$0.33$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$1.36$0.28$1.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.07$0.23$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.26$0.26$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.23$0.33$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.22$0.23$0.00
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.15$0.30$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.00$4.13$0.14$1.42$1.56
2014Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.50$0.54$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.33$0.49$0.82
2012Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.32
2011Summary only. Only limited summary data is available for this year.$6.35$0.00$0.17$0.21$0.03