Civic Intelligence

The Holm Charitable Trust

990PF • Fiscal year 2019 • EIN 22-6810538

Jan 01, 2019 to Dec 31, 2019 • Filed on May 11, 2020

Organization Profile
C/O G Holm 340 Eagle DriveJupiter, FL 33477

(732) 842-9260

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

100th percentile

201%

Higher net margin than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$354,334

Down $50,303 (-12%) from 2018

Net Assets

Down

$354,334

Down $50,303 (-12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$25,712

Down $48,676 (-212%) from 2018

Expenses

Down

$25,958

Down $7,065 (-21%) from 2018

Net Income

Down

-$51,670

Down $41,611 (-414%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2019

Assets$354,334
Liabilities$0
Net Assets$354,334
Open 2019 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

2019

Revenue-$25,712
Expenses$25,958
Net Income-$51,670
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 11, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
The Holm Charitable Trust
EIN
22-6810538
Address
C/O G HOLM 340 EAGLE DRIVE, JUPITER, FL 33477

Signing Officer

Name
Gerald Holm
Title
Trustee
Signed
2020-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Kathryn M Winthrop CPA
Address
200 White Road Suite 210, Little Silver, NJ 07739-1162
Preparer
Kathryn M Winthrop
Phone
7328429260
Raw XML Appendix288 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/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/AppliedToCurrentYearAmt024100
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0139660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt052200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02762
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt049438
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0150365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07571
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03134
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0139660
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024100
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0199803
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0202565
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0508
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1166
OtherDecreasesSchedule/OtherDecreasesDetail/Amt253
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BLACKSTONE K1 NET INCOME
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BROKER ADJUSTMENTS TO COST BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2FERRELL GAS K1 NET INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0bank fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1investment expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0263
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0950
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1226
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2709
OtherIncreasesSchedule/OtherIncreasesDetail/Amt3209
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BLACKSTONE DISTRIBUTIONS NET OF INCOME
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1MERRILL LYNCH ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2MERRILL LYNCH TAX EXEMPT DIVIDENDS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3STOCK DIVIDENDS
TaxesSchedule/TaxesDetail/Amt0283
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD HOLM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HOLM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOLM
ReturnHeader/Filer/EIN0226810538
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O G HOLM 340 EAGLE DRIVE
ReturnHeader/Filer/USAddress/CityNm0JUPITER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033477
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830346039
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathryn M Winthrop CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 White Road Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Little Silver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0077391162
ReturnHeader/PreparerPersonGrp/PhoneNum07328429260
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathryn M Winthrop
ReturnHeader/ReturnTs02020-05-11T11:50:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$354,334
Liabilities
$0
Net assets
$354,334
Revenue
-$25,712
Expenses
$25,958
Net income
-$51,670
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