Civic Intelligence

Holtz Charitable Foundation

990PF • Fiscal year 2015 • EIN 25-6577991

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization Profile
2200 Georgetown Drive Rm/Ste 401Sewickley, PA 15143

(941) 592-9209

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-273%

Higher net margin than 4% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$9,017

Down $3,131 (-26%) from 2014

Net Assets

Down

$9,017

Down $3,131 (-26%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$1,147

Down $264 (-19%) from 2014

Expenses

Down

$4,278

Down $3,079 (-42%) from 2014

Net Income

Up

-$3,131

Up $2,815 (+47%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$30K$20K$10K$0Assets 2012: $27,467Liabilities 2012: $0Net Assets 2012: $27,4672012Assets 2013: $18,094Liabilities 2013: $0Net Assets 2013: $18,0942013Assets 2014: $12,148Liabilities 2014: $0Net Assets 2014: $12,1482014Assets 2015: $9,017Liabilities 2015: $0Net Assets 2015: $9,0172015Assets 2016: $5,041Liabilities 2016: $0Net Assets 2016: $5,0412016Assets 2017: $4,473Liabilities 2017: $0Net Assets 2017: $4,4732017Assets 2018: $1,077Liabilities 2018: $0Net Assets 2018: $1,0772018Assets 2019: $7,393Liabilities 2019: $0Net Assets 2019: $7,3932019Assets 2020: $4,065Liabilities 2020: $0Net Assets 2020: $4,0652020Assets 2021: $1,915Liabilities 2021: $0Net Assets 2021: $1,9152021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2015

Assets$9,017
Liabilities$0
Net Assets$9,017
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KExpenses 2012: $6,5872012Revenue 2013: $937Expenses 2013: $10,310Net Income 2013: -$9,3732013Revenue 2014: $1,411Expenses 2014: $7,357Net Income 2014: -$5,9462014Revenue 2015: $1,147Expenses 2015: $4,278Net Income 2015: -$3,1312015Revenue 2016: -$276Expenses 2016: $3,700Net Income 2016: -$3,9762016Revenue 2017: $932Expenses 2017: $1,500Net Income 2017: -$5682017Revenue 2018: $4Expenses 2018: $3,400Net Income 2018: -$3,3962018Revenue 2019: $10,016Expenses 2019: $3,700Net Income 2019: $6,3162019Revenue 2020: $2Expenses 2020: $3,330Net Income 2020: -$3,3282020Revenue 2021: $0Expenses 2021: $2,150Net Income 2021: -$2,1502021Revenue 2022: $3Expenses 2022: $1,918Net Income 2022: -$1,9152022

Highlighted filing

2015

Revenue$1,147
Expenses$4,278
Net Income-$3,131
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT M HOLTZTrustee-$0--
MILDRED B HOLTZTrustee-$0--
EDWARD AUFMANManager-$0--
Filing and Contact Details

Filer

Filer Name
Holtz Charitable Foundation
EIN
25-6577991
Phone
9415929209
Address
2200 GEORGETOWN DRIVE RM/STE 401, SEWICKLEY, PA 15143

Signing Officer

Name
Edward Aufman
Title
Manager
Phone
9415929209
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Stenger Bies & Company Inc
Address
1910 COCHRAN RD SUITE 726, PITTSBURGH, PA 15220
Preparer
David W Stombaugh
Phone
4123417788
Raw XML Appendix303 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOYS AND GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FORDHAM UNIVERSITY - SAILING ASSN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MISCELLANEOUS DONATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ASSOCIATION OF MARIAN HELPERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ALZHEIMER'S ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01275 PEACHTREE ST NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1LINCOLN CENTER CAMPUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3EDEN HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 96011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STOCKBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301263
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4200906011
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04275
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/AppliedToCurrentYearAmt0543
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0543
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06107
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05980
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05980
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030604
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06479
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05193
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06107
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03732
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036584
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032852
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD AUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum09415929209
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLTZ CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0256577991
ReturnHeader/Filer/PhoneNum09415929209
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 GEORGETOWN DRIVE RM/STE 401
ReturnHeader/Filer/USAddress/CityNm0SEWICKLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015143
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251480041
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STENGER BIES & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01910 COCHRAN RD SUITE 726
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015220
ReturnHeader/PreparerPersonGrp/PhoneNum04123417788
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W STOMBAUGH
ReturnHeader/ReturnTs02016-05-26T14:19:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,017
Liabilities
$0
Net assets
$9,017
Revenue
$1,147
Expenses
$4,278
Net income
-$3,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.92$1.92
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.00$2.15$2.15
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.00$3.33$3.33
2019Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$10.0$3.70$6.32
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.00$3.40$3.40
2017Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.93$1.50$0.57
2016Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.28$3.70$3.98
2015Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$1.15$4.28$3.13
2014Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.41$7.36$5.95
2013Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.94$10.3$9.37
2012Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$6.59