Civic Intelligence

Holtz Charitable Foundation

990PF • Fiscal year 2017 • EIN 25-6577991

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$4,473

Down $568 (-11%) from 2016

Net Assets

Down

$4,473

Down $568 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Up

$932

Up $1,208 (+438%) from 2016

Expenses

Down

$1,500

Down $2,200 (-59%) from 2016

Net Income

Up

-$568

Up $3,408 (+86%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2017

Assets$4,473
Liabilities$0
Net Assets$4,473
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$932
Expenses$1,500
Net Income-$568
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
2018-04-30
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
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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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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,473
Liabilities
$0
Net assets
$4,473
Revenue
$932
Expenses
$1,500
Net income
-$568
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