Civic Intelligence

The Holm Charitable Trust

990PF • Fiscal year 2011 • EIN 22-6810538

Jan 01, 2011 to Dec 31, 2011

Organization Profile
Jupiter, FL
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.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

37th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Net Margin

20th percentile

-19%

Higher net margin than 20% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets35th percentile

Assets

$635,364

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin20th percentile

Revenue

$17,312

No earlier filing loaded for comparison.

Expenses

$20,520

No earlier filing loaded for comparison.

Net Income

-$3,208

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2011

Assets$635,364
Liabilities$0
Net Assets-
Open 2011 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

2011

Revenue$17,312
Expenses$20,520
Net Income-$3,208
Open 2011 Filing
Filing Detail Status

This 2011 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$635,364
Liabilities
$0
Net assets
-
Revenue
$17,312
Expenses
$20,520
Net income
-$3,208
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $500k-$1M nonprofits