Civic Intelligence

Holden Foundation

990PF • Fiscal year 2021 • EIN 26-1557976

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 31, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

100th percentile

142%

Higher net margin than 100% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-21%

Faster asset growth than 17% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$65,983

Down $17,719 (-21%) from 2020

Net Assets

Down

$65,983

Down $17,719 (-21%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$10,950

Down $26,822 (-169%) from 2020

Expenses

Down

$4,642

Down $8,238 (-64%) from 2020

Net Income

Down

-$15,592

Down $18,584 (-621%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2021

Assets$65,983
Liabilities$0
Net Assets$65,983
Open 2021 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

2021

Revenue-$10,950
Expenses$4,642
Net Income-$15,592
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 31, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCALDWELL COUNTY HOSPICENURSING SERVICES-LENOIR, NC, US$1,000
Paid GrantHAWAII BAPTIST ACADEMYRELIGIOUS PURPOSES-HONOLULU, HI, US$1,000
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
2022-08-31
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 Appendix297 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALEXANDER S HOLDEN II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH W HOLDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT M HESS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1420 WYLLIE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LENOIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HONOLULU
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02915
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06995
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0883
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06995
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09027
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02127
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET CHANGE IN UNREALIZED GAIN(LOSS) IN INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0837
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0837
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/SignatureDt02022-08-31
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/PreparationDt02022-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H HESS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-03T10:30:21-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEXANDER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLDEN II
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,983
Liabilities
$0
Net assets
$65,983
Revenue
-$10,950
Expenses
$4,642
Net income
-$15,592
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