Civic Intelligence

The Holding Funds Inc

EIN 23-7069974 • 501(c)2 • Loma Linda, CA

Profile

To establish an endowment to provide income to support the administrative and program service expenses of the alumni association of loma linda university school of medicine.

11245 Anderson Street Suite 200Loma Linda, CA 92354

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)2 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)2 • $5M-$10M nonprofits • Source year 2024

Net Margin

75th percentile

67%

Higher net margin than 75% of similar nonprofits.

501(c)2 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$160,283

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

501(c)2 • $5M-$10M nonprofits • Source year 2024

Asset Growth

86th percentile

12%

Faster asset growth than 86% of similar nonprofits.

501(c)2 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

93%

Faster revenue growth than 88% of similar nonprofits.

501(c)2 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$9,630,922

Up $1,007,270 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,630,922

Up $1,007,270 (+12%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin75th percentile

Revenue

Up

$532,012

Up $256,657 (+93%) from 2023

Expenses

Up

$174,521

Up $13,492 (+8.4%) from 2023

Net Income

Up

$357,491

Up $243,165 (+213%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $5,036,978Liabilities 2011: $95,167Net Assets 2011: $4,941,8112011Assets 2015: $5,593,354Liabilities 2015: $102,394Net Assets 2015: $5,490,9602015Assets 2016: $5,915,224Liabilities 2016: $0Net Assets 2016: $5,915,2242016Assets 2017: $6,559,473Liabilities 2017: $2,394Net Assets 2017: $6,557,0792017Assets 2018: $6,387,394Liabilities 2018: $10,000Net Assets 2018: $6,377,3942018Assets 2019: $7,238,649Liabilities 2019: $0Net Assets 2019: $7,238,6492019Assets 2020: $7,509,941Liabilities 2020: $60,000Net Assets 2020: $7,449,9412020Assets 2021: $8,576,390Liabilities 2021: $0Net Assets 2021: $8,576,3902021Assets 2022: $7,492,511Liabilities 2022: $0Net Assets 2022: $7,492,5112022Assets 2023: $8,623,652Liabilities 2023: $0Net Assets 2023: $8,623,6522023Assets 2024: $9,630,922Liabilities 2024: $0Net Assets 2024: $9,630,9222024

Highlighted filing

2024

Assets$9,630,922
Liabilities$0
Net Assets$9,630,922
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0Expenses 2011: $158,2242011Revenue 2015: $410,286Expenses 2015: $222,664Net Income 2015: $187,6222015Revenue 2016: $584,481Expenses 2016: $263,839Net Income 2016: $320,6422016Revenue 2017: $903,239Expenses 2017: $261,385Net Income 2017: $641,8542017Revenue 2018: $725,197Expenses 2018: $451,750Net Income 2018: $273,4472018Revenue 2019: $573,893Expenses 2019: $395,873Net Income 2019: $178,0202019Revenue 2020: $394,150Expenses 2020: $379,874Net Income 2020: $14,2762020Revenue 2021: $670,947Expenses 2021: $176,237Net Income 2021: $494,7102021Revenue 2022: $543,905Expenses 2022: $204,539Net Income 2022: $339,3662022Revenue 2023: $275,355Expenses 2023: $161,029Net Income 2023: $114,3262023Revenue 2024: $532,012Expenses 2024: $174,521Net Income 2024: $357,4912024

Highlighted filing

2024

Revenue$532,012
Expenses$174,521
Net Income$357,491
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,630,922
Liabilities
$0
Net assets
$9,630,922
Revenue
$532,012
Expenses
$174,521
Net income
$357,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.63$0.00$9.63$0.53$0.17$0.36
2023Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.28$0.16$0.11
2022Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.54$0.20$0.34
2021Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.67$0.18$0.49
2020Detailed filing. Detailed filing data is available for this year.$7.51$0.06$7.45$0.39$0.38$0.01
2019Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.57$0.40$0.18
2018Detailed filing. Detailed filing data is available for this year.$6.39$0.01$6.38$0.73$0.45$0.27
2017Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.90$0.26$0.64
2016Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.58$0.26$0.32
2015Detailed filing. Detailed filing data is available for this year.$5.59$0.10$5.49$0.41$0.22$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.10$4.94$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 12, 2025
Return Version
2024v5.2
Gross Receipts
$1,243,931
Mission and Program Overview

Mission

To establish an endowment to provide income to support the administrative and program service expenses of the alumni association of loma linda university school of medicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,375,393$9,421,549▲ $1,046,156
Accounts Receivable$91,368$161,549▲ $70,181
Cash and Non-Interest-Bearing Accounts$156,891$47,824▼ $109,067
Total Assets$8,623,652$9,630,922▲ $1,007,270
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,598,217$9,623,063▲ $1,024,846
Net Assets Without Donor Restrictions$25,435$7,859▼ $17,576
Total Net Assets Fund Balance$8,623,652$9,630,922▲ $1,007,270
Total Liabilities and Net Assets / Fund Balance$8,623,652$9,630,922▲ $1,007,270

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$85--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,523,653$186,791▲ $994,914$95,541$9,548,499
2023$7,376,708$126,271▲ $1,165,740$72,419$8,523,653
2022$8,491,826$293,987▼ $1,214,566$63,024$7,376,708
2021$7,365,377$372,400▲ $930,286$22,380$8,491,826
2020$7,153,847$24,524▲ $566,188$58,835$7,365,377
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleOtherTotal
Calvin ChuangExecutive Director$160,283$160,283

Board Members and Trustees

NameTitle
Roland LonserPast President
Stephen SkahenPresident
Cheryl HickethierPresident-elect
Barbara MckinneyDirector
Jonathan ErichDirector
Joseph VerskaDirector
Linda ChuDirector
Marilene WangDirector
Sue KunzDirector
Thomas HamiltonDirector
Paul ChungCFO / Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$186,791
Program Service Revenue
$0
Investment Income
$345,221
Other Revenue
$0
Change in Net Assets
$357,491

Audited Revenue Reconciliation

Revenue per Audited Statements
$483,078
Revenue Not Reported on Financial Statements
$48,934
Revenue Not Reported on Form 990
$649,779
Total Revenue per Audited Statements
$1,132,857
Total Revenue per Form 990
$532,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,521
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees---$48,934
Fees for Services Accounting---$10,000
Insurance---$2,454
Other Expenses---$100
Total Functional Expenses$0$0$0$174,521

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$174,521
Expenses per Audited Statements$125,587
Total Expenses per Audited Statements$125,587
Expenses Not Reported on Financial Statements$48,934
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Members of the governing body are elected by the members of the corporation.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is provided to and reviewed by management and the board of directors before it is filed.”

Form 990, Part VI, Section C, Line 18

“Documents are made available upon request”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
The Holding Funds Inc
EIN
23-7069974
Phone
9095584633
Address
11245 ANDERSON STREET SUITE 200, LOMA LINDA, CA 92354

Signing Officer

Name
Calvin Chuang
Title
Executive Director
Phone
9095584633
Signed
2025-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Calvin Chuang
Formed
1969
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
9
Employees
0
Volunteers
6

Preparer

Firm
Soren Mcadam Llp
Address
2068 ORANGE TREE LANE SUITE 100, REDLANDS, CA 92374
Preparer
Jason Lewis
Phone
9097982222
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization issued combined financial statements with a related entity and the financial statements were audited by an independent accountant. The organization has an audit committee oversee the process.”

Raw XML AppendixShowing 400 of 431 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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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08523653
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt048934
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE GOVERNING BODY ARE ELECTED BY THE MEMBERS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO AND REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION ISSUED COMBINED FINANCIAL STATEMENTS WITH A RELATED ENTITY AND THE FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS AN AUDIT COMMITTEE OVERSEE THE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT THE ALUMNI AND STUDENTS OF LOMA LINDA UNIVERSITY
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