Civic Intelligence

The Holm Charitable Trust

990PF • Fiscal year 2012 • EIN 22-6810538

Jan 01, 2012 to Dec 31, 2012 • Filed on May 02, 2013

Organization Profile
C/O G Holm 340 Eagle Drive33477
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.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

54th percentile

1.4%

Faster asset growth than 54% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$644,408

Up $9,044 (+1.4%) from 2011

Net Assets

$644,408

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$31,681

Up $11,161 (+54%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2012

Assets$644,408
Liabilities$0
Net Assets$644,408
Open 2012 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

2012

Revenue-
Expenses$31,681
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 2, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN G HOLMTrusteePT$0--
GERALD L HOLMTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantADMIRALS COVE CARES CHARITYOPERATING EXPENSES501 C3JUPITER, FL, US$15,000
Paid Grant-OPERATING EXPENSES501 C3JUPITER, FL, US$10,000
Paid Grant-OPERATING EXPENSES501 C3JUPITER, FL, US$2,500
Paid Grant-OPERATING EXPENSES501 C3FORT PIERCE, FL, US$2,000
Paid Grant-OPERATING EXPENSES501 C3JUPITER, FL, US$500
Filing and Contact Details

Filer

EIN
22-6810538
Raw XML Appendix266 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.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-5721
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IRS990PF/BalanceSheets/CapitalStockBOY0635364
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-5721
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases014765
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0644408
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted030682
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj030682
IRS990PF/DistributableAmount/DistributableAmountBeforeDed030682
IRS990PF/DistributableAmount/MinimumInvestmentReturn031201
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0519
IRS990PF/DistributableAmount/TotalTax0519
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0281
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0800
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0519
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0281
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0519
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0519
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0800
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0633514
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0633514
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09503
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn031201
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0624011
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0633514
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition110.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SUSAN G HOLM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1GERALD L HOLM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10340 EAGLE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11340 EAGLE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0JUPITER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1JUPITER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode033477
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions030000
IRS990PF/QualifyingDistributions/ExpensesAndContributions030000
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10GERALD L HOLM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10340 EAGLE DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0JUPITER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode033477
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount415000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ADMIRALS COVE CARES CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501 C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501 C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501 C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501 C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501 C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0EL SOL JUPITERS NEIGHBORHOOD RESOUR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2NATIONAL NAVY SEAL MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3JUPITER MEDICAL CENTER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10106 MILITARY TRAIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111001 EAST INDIANTOWN RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123300 NORTH A1A NORTH HUTCHINSON ISL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131210 S OLD DIXIE WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14200 ADMIRALS WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0JUPITER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1JUPITER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2FORT PIERCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3JUPITER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4JUPITER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033458
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode433477
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IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear030000
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear209594
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3020216
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0682
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IRS990PF/UndistributedIncome/ExcessFromYear3019534
IRS990PF/UndistributedIncome/QualifyingDistributions030000
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0investment expense
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OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0-4155
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-4155
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-4155
OtherIncreasesSchedule/OtherIncreases/Amount09024
OtherIncreasesSchedule/OtherIncreases/Amount1998
OtherIncreasesSchedule/OtherIncreases/Amount24743
OtherIncreasesSchedule/OtherIncreases/Description0NUSTAR DISTRIBUTIONS NET OF INCOME
OtherIncreasesSchedule/OtherIncreases/Description1FERRELLGAS DISTRIBUTIONS NET OF INCOME
OtherIncreasesSchedule/OtherIncreases/Description2ALLIANCE DISTRIBUTION NET OF INCOME
TaxesSchedule/Taxes/Amount0581
TaxesSchedule/Taxes/Category0IRS
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0226810538
ReturnHeader/Filer/Name/BusinessNameLine10THE HOLM CHARITABLE TRUST
ReturnHeader/Filer/NameControl0HOLM
ReturnHeader/Filer/USAddress/AddressLine10C/O G HOLM 340 EAGLE DRIVE
ReturnHeader/Filer/USAddress/City0JUPITER
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033477
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-02
ReturnHeader/Officer/Name0GERALD HOLM
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Kathryn M Winthrop CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10200 White Road Suite 210
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Little Silver
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0077391162
ReturnHeader/Preparer/Name0Kathryn M Winthrop
ReturnHeader/Preparer/Phone07328429260
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-02T10:41:10-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$644,408
Liabilities
$0
Net assets
$644,408
Revenue
-
Expenses
$31,681
Net income
-
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