Civic Intelligence

The Holm Charitable Trust

990PF • Fiscal year 2021 • EIN 22-6810538

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
340 Eagle DriveJupiter, FL 33477

(561) 386-8317

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

94th percentile

80%

Higher net margin than 94% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

77th percentile

32%

Faster asset growth than 77% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

1874%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$445,095

Up $106,723 (+32%) from 2020

Net Assets

Up

$445,095

Up $106,723 (+32%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Up

$136,161

Up $129,262 (+1874%) from 2020

Expenses

Up

$27,785

Up $4,350 (+19%) from 2020

Net Income

Up

$108,376

Up $124,912 (+755%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2021

Assets$445,095
Liabilities$0
Net Assets$445,095
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

2021

Revenue$136,161
Expenses$27,785
Net Income$108,376
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Filer

Filer Name
The Holm Charitable Trust
EIN
22-6810538
Phone
5613868317
Address
340 EAGLE DRIVE, JUPITER, FL 33477

Signing Officer

Name
Gerald Holm
Title
Trustee
Phone
5617462706
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
David M Muldowneyjr CPA
Address
PO BOX 129, COLTS NECK, NJ 07722-0129
Preparer
David M Muldowney Jr
Phone
7324314332
Raw XML Appendix263 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/UndistributedIncomeGrp/TotalCorpusAmt036505
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010705
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02231
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRILL LYNCH ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0578
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION FEE
TaxesSchedule/TaxesDetail/Amt0735
TaxesSchedule/TaxesDetail/Amt1200
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/PhoneNum05617462706
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HOLM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOLM
ReturnHeader/Filer/EIN0226810538
ReturnHeader/Filer/PhoneNum05613868317
ReturnHeader/Filer/USAddress/AddressLine1Txt0340 EAGLE DRIVE
ReturnHeader/Filer/USAddress/CityNm0JUPITER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033477
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223843507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID M MULDOWNEYJR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 129
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLTS NECK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0077220129
ReturnHeader/PreparerPersonGrp/PhoneNum07324314332
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M MULDOWNEY JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T15:53:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLM
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$445,095
Liabilities
$0
Net assets
$445,095
Revenue
$136,161
Expenses
$27,785
Net income
$108,376
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