Civic Intelligence

Holden Foundation

990PF • Fiscal year 2019 • EIN 26-1557976

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 04, 2020

Organization Profile
2332 Beverly DriveCharlotte, NC 28207

(704) 907-7594

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

$79,515

No earlier filing loaded for comparison.

Net Assets

$79,515

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin88th percentile

Revenue

$4,855

No earlier filing loaded for comparison.

Expenses

$2,789

No earlier filing loaded for comparison.

Net Income

$2,066

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2019: $79,515Liabilities 2019: $0Net Assets 2019: $79,5152019Assets 2020: $83,702Liabilities 2020: $0Net Assets 2020: $83,7022020Assets 2021: $65,983Liabilities 2021: $0Net Assets 2021: $65,9832021Assets 2022: $50,427Liabilities 2022: $0Net Assets 2022: $50,4272022Assets 2023: $55,259Liabilities 2023: $0Net Assets 2023: $55,2592023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2019

Assets$79,515
Liabilities$0
Net Assets$79,515
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2019: $4,855Expenses 2019: $2,789Net Income 2019: $2,0662019Revenue 2020: $15,872Expenses 2020: $12,880Net Income 2020: $2,9922020Revenue 2021: -$10,950Expenses 2021: $4,642Net Income 2021: -$15,5922021Revenue 2022: -$4,474Expenses 2022: $4,330Net Income 2022: -$8,8042022Revenue 2023: $810Expenses 2023: $2,383Net Income 2023: -$1,5732023Revenue 2024: $44Expenses 2024: $55,303Net Income 2024: -$55,2592024

Highlighted filing

2019

Revenue$4,855
Expenses$2,789
Net Income$2,066
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 4, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER S HOLDEN IIDirector / PPT$0--
ELIZABETH W HOLDENDirector / V-$0--
ROBERT M HESSDirector / T-$0--
Filing and Contact Details

Filer

Filer Name
Holden Foundation
EIN
26-1557976
Phone
7049077594
Address
2332 BEVERLY DRIVE, CHARLOTTE, NC 28207

Signing Officer

Name
Alexander S Holden Ii
Title
Director / President
Phone
8282953131
Signed
2020-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Hess & Hess Llp
Address
PO BOX 1610, BLOWING ROCK, NC 28605
Preparer
Robert M Hess CPA
Phone
8282953131
Raw XML Appendix337 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/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0692
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VIC WRAY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02332 BEVERLY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028207
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07044442020
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt0692
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06072
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03157
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02915
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02915
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0692
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02915
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06072
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01074
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt046
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME - REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt046
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0743
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET CHANGE IN UNREALIZED GAIN(LOSS) ON INVESTMENTS
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER S HOLDEN II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR / PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08282953131
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLDEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLD
ReturnHeader/Filer/EIN0261557976
ReturnHeader/Filer/PhoneNum07049077594
ReturnHeader/Filer/USAddress/AddressLine1Txt02332 BEVERLY DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028207
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId008D2623D75B49CB006296679B16171F982C0D9B6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FA6C62CFB49E895AA4E7008D6CDC7D6158611FEA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.177.76.171
ReturnHeader/FilingSecurityInformation/IPDt02020-09-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:53:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814388038
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HESS & HESS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOWING ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028605
ReturnHeader/PreparerPersonGrp/PhoneNum08282953131
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M HESS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-23T10:53:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,515
Liabilities
$0
Net assets
$79,515
Revenue
$4,855
Expenses
$2,789
Net income
$2,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$55.3$55.3
2023Detailed filing. Detailed filing data is available for this year.$55.3$0.00$55.3$0.81$2.38$1.57
2022Detailed filing. Detailed filing data is available for this year.$50.4$0.00$50.4$4.47$4.33$8.80
2021Detailed filing. Detailed filing data is available for this year.$66.0$0.00$66.0$11.0$4.64$15.6
2020Detailed filing. Detailed filing data is available for this year.$83.7$0.00$83.7$15.9$12.9$2.99
2019Detailed filing. Detailed filing data is available for this year.$79.5$0.00$79.5$4.86$2.79$2.07