Civic Intelligence

The Hope for Holt Foundation

EIN 26-3272441 • 501(c)3 • Charlotte, NC

Profile

Raising funds for cystinosis research

826 Hempstead PlaceCharlotte, NC 28207

hopeforholt.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

96th percentile

232%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-90%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$849

Up $593 (+232%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$849

Up $593 (+232%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Down

$1,388

Down $12,501 (-90%) from 2017

Expenses

Down

$795

Down $40,000 (-98%) from 2017

Net Income

Up

$593

Up $27,499 (+102%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $16,764Net Assets 2010: $16,7642010Assets 2011: $19,060Net Assets 2011: $19,0602011Assets 2012: $22,876Net Assets 2012: $22,8762012Assets 2013: $47,803Net Assets 2013: $47,8032013Assets 2014: $33,956Net Assets 2014: $33,9562014Assets 2015: $17,052Net Assets 2015: $17,0522015Assets 2016: $27,162Net Assets 2016: $27,1622016Assets 2017: $256Net Assets 2017: $2562017Assets 2018: $849Net Assets 2018: $8492018

Highlighted filing

2018

Assets$849
Liabilities-
Net Assets$849
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2010: $128,482Expenses 2010: $125,379Net Income 2010: $3,1032010Revenue 2011: $159,484Expenses 2011: $157,188Net Income 2011: $2,2962011Revenue 2012: $145,708Expenses 2012: $141,892Net Income 2012: $3,8162012Revenue 2013: $184,927Expenses 2013: $160,000Net Income 2013: $24,9272013Revenue 2014: $161,307Expenses 2014: $175,154Net Income 2014: -$13,8472014Revenue 2015: $18,762Expenses 2015: $35,666Net Income 2015: -$16,9042015Revenue 2016: $11,321Expenses 2016: $1,211Net Income 2016: $10,1102016Revenue 2017: $13,889Expenses 2017: $40,795Net Income 2017: -$26,9062017Revenue 2018: $1,388Expenses 2018: $795Net Income 2018: $5932018

Highlighted filing

2018

Revenue$1,388
Expenses$795
Net Income$593
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$849
Liabilities
-
Net assets
$849
Revenue
$1,388
Expenses
$795
Net income
$593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.01$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.14$0.41$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.11$0.01$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.19$0.36$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.34$1.61$1.75$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.48$1.85$1.60$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.23$1.46$1.42$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$1.59$1.57$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$1.28$1.25$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$1,388
Mission and Program Overview

Mission

Raising funds for cystinosis research

Program Services

DescriptionGrantsExpenses
FUNDS ARE RAISED LOCALLY AND ALL NET PROCEEDSARE DISTRIBUTED TO THE NATIONAL CHAPTER FORCYSTINOSIS RESEARCH.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIPS BRAGGSecretaryPT$0--
AUBREY GRIERV-PPT$0--
BRANDON GRIERTreasurerPT$0--
DANNY KELLYPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Hope for Holt Foundation
EIN
26-3272441
Phone
7043449411
Address
826 HEMPSTEAD PLACE, CHARLOTTE, NC 28207

Signing Officer

Name
Aubrey Grier
Title
Vice President
Phone
7043449411
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Matthew G Jelnicky CPA Pa
Address
5970 FAIRVIEW RD STE 214, CHARLOTTE, NC 28210
Preparer
Matthew G Jelnicky CPA CFP
Phone
7045528488
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Office and miscellaneous 795.”

Raw XML Appendix150 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0AUBREY GRIER
IRS990EZ/BooksInCareOfDetail/PhoneNum07045024612
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0826 HEMPSTEAD PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0256
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0849
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01388
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0593
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0256
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0849
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt01388
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0256
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0849
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0256
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0849
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHILLIPS BRAGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AUBREY GRIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRANDON GRIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANNY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V-P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0795
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISING FUNDS FOR CYSTINOSIS RESEARCH
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS ARE RAISED LOCALLY AND ALL NET PROCEEDSARE DISTRIBUTED TO THE NATIONAL CHAPTER FORCYSTINOSIS RESEARCH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0795
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt01388
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0hopeforholt.org
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0198822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0244182
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0244182
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011321
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0198822
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0244182
IRS990ScheduleA/TotalSupportAmt0244182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE AND MISCELLANEOUS 795.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AUBREY GRIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07043449411
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HOPE FOR HOLT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOPE
ReturnHeader/Filer/EIN0263272441
ReturnHeader/Filer/PhoneNum07043449411
ReturnHeader/Filer/USAddress/AddressLine1Txt0826 HEMPSTEAD PLACE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028207
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F8602C28FFF875342C04E74E834AB3FE4422FC2F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F8602C28FFF875342C04E74E834AB3FE4422FC2F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.63.146.178
ReturnHeader/FilingSecurityInformation/IPDt02019-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:27:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEW G JELNICKY CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05970 FAIRVIEW RD STE 214
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028210
ReturnHeader/PreparerPersonGrp/PhoneNum07045528488
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew G Jelnicky CPA CFP
ReturnHeader/ReturnTs02019-05-08T11:27:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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