Civic Intelligence

The Holcer Foundation

990PF • Fiscal year 2018 • EIN 26-1587239

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

500 W Madison Suite 3700Chicago, IL 60661

(847) 922-4945

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

5th percentile

-130%

Higher net margin than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$475,045

Down $71,632 (-13%) from 2017

Net Assets

Down

$475,045

Down $71,632 (-13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$55,266

Up $5,395 (+11%) from 2017

Expenses

Up

$126,898

Up $6,636 (+5.5%) from 2017

Net Income

Down

-$71,632

Down $1,241 (-1.8%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $881,089Liabilities 2010: $0Net Assets 2010: $881,0892010Assets 2014: $607,685Liabilities 2014: $0Net Assets 2014: $607,6852014Assets 2015: $609,759Liabilities 2015: $0Net Assets 2015: $609,7592015Assets 2016: $617,068Liabilities 2016: $0Net Assets 2016: $617,0682016Assets 2017: $546,677Liabilities 2017: $0Net Assets 2017: $546,6772017Assets 2018: $475,045Liabilities 2018: $0Net Assets 2018: $475,0452018Assets 2019: $501,619Liabilities 2019: $0Net Assets 2019: $501,6192019Assets 2020: $508,151Liabilities 2020: $0Net Assets 2020: $508,1512020Assets 2021: $594,871Liabilities 2021: $0Net Assets 2021: $594,8712021Assets 2022: $592,147Liabilities 2022: $0Net Assets 2022: $592,1472022Assets 2023: $593,330Liabilities 2023: $0Net Assets 2023: $593,3312023Assets 2024: $608,562Liabilities 2024: $0Net Assets 2024: $608,5622024

Highlighted filing

2018

Assets$475,045
Liabilities$0
Net Assets$475,045

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $37,4922010Revenue 2014: $23,677Expenses 2014: $155,086Net Income 2014: -$131,4092014Revenue 2015: $18,261Expenses 2015: $16,187Net Income 2015: $2,0742015Revenue 2016: $23,765Expenses 2016: $16,456Net Income 2016: $7,3092016Revenue 2017: $49,871Expenses 2017: $120,262Net Income 2017: -$70,3912017Revenue 2018: $55,266Expenses 2018: $126,898Net Income 2018: -$71,6322018Revenue 2019: $45,417Expenses 2019: $18,843Net Income 2019: $26,5742019Revenue 2020: $24,265Expenses 2020: $17,733Net Income 2020: $6,5322020Revenue 2021: $104,233Expenses 2021: $17,513Net Income 2021: $86,7202021Revenue 2022: $24,998Expenses 2022: $27,722Net Income 2022: -$2,7242022Revenue 2023: $25,890Expenses 2023: $24,706Net Income 2023: $1,1842023Revenue 2024: $54,017Expenses 2024: $38,786Net Income 2024: $15,2312024

Highlighted filing

2018

Revenue$55,266
Expenses$126,898
Net Income-$71,632
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY J HOLCERPresident-$0--
MARILYN HOLCERVice President-$0--
TIMOTHY S HOLCERTreasurer-$0--
JENNIFER R PAZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Holcer Foundation
EIN
26-1587239
In Care Of
% TIMOTHY J HOLCER
Phone
8479224945
Address
500 W Madison Suite 3700, Chicago, IL 60661

Signing Officer

Name
Timothy J Holcer
Title
President
Phone
8479224945
Signed
2019-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
1901 S Meyers Road Suite 500, Oakbrook Terrace, IL 60181-5209
Preparer
Thomas B Murtagh
Phone
6302829500
Raw XML Appendix364 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Chicago
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060661
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TIMOTHY J HOLCER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08479224945
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TIMOTHY J HOLCER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARILYN HOLCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FOLDS OF HONOR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LONE SURVIVOR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TERRY BUBBEE SCHOLARSHIP FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05800 N PATRIOT DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1225 E CHICAGO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22636 S LOOP W STE 280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33104 EDLOE ST SUITE 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OWASSO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HOUSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277054
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377027
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0117500
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/AppliedToCurrentYearAmt028413
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt079645
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0120199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042895
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042895
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0290661
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt090817
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt079645
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0120199
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0119230
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt090817
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0333556
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0242739
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0250
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0130
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1DEFERRED INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt028
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-301
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05854
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05854
TaxesSchedule/TaxesDetail/Amt0440
TaxesSchedule/TaxesDetail/Amt124
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY J HOLCER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08479224945
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Holcer Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HOLC
ReturnHeader/Filer/EIN0261587239
ReturnHeader/Filer/InCareOfNm0% TIMOTHY J HOLCER
ReturnHeader/Filer/PhoneNum08479224945
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 W Madison Suite 3700
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060661
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0896ABFA242E115CE7EA84FB7E680583C8F0DE4A3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0896ABFA242E115CE7EA84FB7E680583C8F0DE4A3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId015750420191355000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01901 S Meyers Road Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakbrook Terrace
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0601815209
ReturnHeader/PreparerPersonGrp/PhoneNum06302829500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas B Murtagh
ReturnHeader/ReturnTs02019-05-15T09:25:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$0.54$0.39$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.26$0.25$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.00$5.92$0.25$0.28$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$1.04$0.18$0.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$0.24$0.18$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$0.45$0.19$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.55$1.27$0.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$0.50$1.20$0.70
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.17$0.00$6.17$0.24$0.16$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$0.00$6.10$0.18$0.16$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$0.00$6.08$0.24$1.55$1.31
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.81$0.00$8.81$0.37