Civic Intelligence

Holden Foundation

990PF • Fiscal year 2020 • EIN 26-1557976

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 21, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

5.3%

Faster asset growth than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

227%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$83,702

Up $4,187 (+5.3%) from 2019

Net Assets

Up

$83,702

Up $4,187 (+5.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin69th percentile

Revenue

Up

$15,872

Up $11,017 (+227%) from 2019

Expenses

Up

$12,880

Up $10,091 (+362%) from 2019

Net Income

Up

$2,992

Up $926 (+45%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2020

Assets$83,702
Liabilities$0
Net Assets$83,702
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

2020

Revenue$15,872
Expenses$12,880
Net Income$2,992
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 21, 2021
Return Version
2020v4.0
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
2021-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Hess & Hess Llp
Address
PO BOX 1610, BLOWING ROCK, NC 28605
Preparer
Samuel H Hess CPA
Phone
8282953131
Raw XML Appendix345 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARKET VALUE ADJUSTMENT OF SECURITIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1LPL INVESTMENT ACCOUNT (STOCKS & FUN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALEXANDER S HOLDEN II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH W HOLDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT M HESS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR / P
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR / V
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR / T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02332 BEVERLY DRIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1610
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BLOWING ROCK
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VIC WRAY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07044442020
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NURSING SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CALDWELL COUNTY HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HAWAII BAPTIST ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0902 KIRKWOOD STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1420 WYLLIE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LENOIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HONOLULU
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196817
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03888
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02915
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09027
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02915
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06112
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09027
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02915
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01195
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET CHANGE IN UNREALIZED GAIN(LOSS) ON INVESTMENTS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER S HOLDEN II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR / PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08282953131
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-21
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/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/PreparationDt02021-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H HESS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-02T12:38:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEXANDER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLDEN II
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,702
Liabilities
$0
Net assets
$83,702
Revenue
$15,872
Expenses
$12,880
Net income
$2,992
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