The Holm Charitable Trust

990PF • Fiscal year 2020 • EIN 22-6810538

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 23, 2021

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.

0.00x

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

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

0.00x

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

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

-240%

Higher net margin than 6% of similar nonprofits.

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

Higher top officer pay than 77% of similar nonprofits.

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

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

-4.5%

Faster asset growth than 35% of similar nonprofits.

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

No value available

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

Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$338,372

Down $15,962 (-4.5%) from 2019

Net Assets

Down

$338,372

Down $15,962 (-4.5%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin6th percentile

Revenue

$6,899

Up $32,611 (+127%) from 2019

Expenses

Down

$23,435

Down $2,523 (-9.7%) from 2019

Net Income

-$16,536

Up $35,134 (+68%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2020

Assets$338,372

Liabilities$0

Net Assets$338,372

Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2020

Revenue$6,899

Expenses$23,435

Net Income-$16,536

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Apr 23, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GERALD L HOLM	Trustee	PT	$0	-	-
SUSAN G HOLM	Trustee	PT	$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: 2021-04-23
Discuss with paid preparer: Yes

Preparer

Firm: David M Muldowney Jr CPA
Address: 200 White Road Suite 210, Little Silver, NJ 07739
Preparer: David M Muldowney Jr
Phone: 7328429260

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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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OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	NON DIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt	0	670
TaxesSchedule/TaxesDetail/Amt	1	515
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	IRS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GERALD HOLM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE HOLM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	HOLM
ReturnHeader/Filer/EIN	0	226810538
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O G HOLM 340 EAGLE DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	JUPITER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33477
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	223843507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	David M Muldowney Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	200 White Road Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Little Silver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	07739
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7328429260
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	David M Muldowney Jr
ReturnHeader/ReturnTs	0	2021-04-23T10:48:07-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	GERALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	HOLM
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $338,372
Liabilities: $0
Net assets: $338,372
Revenue: $6,899
Expenses: $23,435
Net income: -$16,536

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2020Detailed filing. Detailed filing data is available for this year.	$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