Civic Intelligence

The Hope for Holt Foundation

990EZ • Fiscal year 2014 • EIN 26-3272441

Jan 01, 2014 to Dec 31, 2014 • Filed on May 18, 2015

Organization Profilehopeforholt.org
2301 S Tryon StreetCharlotte, NC 28203

(704) 344-9411

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

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

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

25th percentile

-8.6%

Higher net margin than 25% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

15th percentile

-29%

Faster asset growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$33,956

Down $13,847 (-29%) from 2013

Net Assets

Down

$33,956

Down $13,847 (-29%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$161,307

Down $23,620 (-13%) from 2013

Expenses

Up

$175,154

Up $15,154 (+9.5%) from 2013

Net Income

Down

-$13,847

Down $38,774 (-156%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$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

2014

Assets$33,956
Liabilities-
Net Assets$33,956
Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$161,307
Expenses$175,154
Net Income-$13,847
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 18, 2015
Return Version
2014v5.0
Gross Receipts
$198,822
Mission and Program Overview

Mission

Raising funds for cystinosis research

Program Services

DescriptionGrantsExpenses
FUNDS ARE RAISED LOCALLY AND ALL NET PROCEEDS ARE DISTRIBUTED TO THE NATIONAL CHAPTER FOR CYSTINOSIS RESEARCH.-$175,000
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-SecretaryPT$0--
AUBREY GRIERV-PPT$0--
BRANDON GRIERTreasurerPT$0--
DANNY KELLYPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$198,822$198,822$1,814$197,008
Total Events$198,822$198,822$37,515$161,307
Filing and Contact Details

Filer

Filer Name
The Hope for Holt Foundation
EIN
26-3272441
Phone
7043449411
Address
2301 S TRYON STREET, CHARLOTTE, NC 28203

Signing Officer

Name
Daniel Kelly Jr
Title
President
Phone
7043449411
Signed
2015-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Matthew G Jelnicky CPA Pa
Address
5970 FAIRVIEW RD STE 124, CHARLOTTE, NC 28210
Preparer
Matthew G Jelnicky CPA Cfp
Phone
7045528488
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Cystinosis research foundation charitable cystinosis research foundation none 175000.”

Raw XML Appendix144 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/PersonNm0DANNY KELLY
IRS990EZ/BooksInCareOfDetail/PhoneNum07043449411
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02301 STRYON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047803
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033956
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13847
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047803
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033956
IRS990EZ/FundraisingGrossIncomeAmt0198822
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0175000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0198822
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047803
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033956
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047803
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033956
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0PHILIPS BRAGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AUBREY GRIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRANDON GRIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANNY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V-P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISING FUNDS FOR CYSTINOSIS RESEARCH
IRS990EZ/PrintingPublicationsPostageAmt0154
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS ARE RAISED LOCALLY AND ALL NET PROCEEDS ARE DISTRIBUTED TO THE NATIONAL CHAPTER FOR CYSTINOSIS RESEARCH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0175000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037515
IRS990EZ/SpecialEventsNetIncomeLossAmt0161307
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0175154
IRS990EZ/TotalProgramServiceExpensesAmt0175000
IRS990EZ/TotalRevenueAmt0161307
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0hopeforholt.org
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0198822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0189623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0180297
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0160790
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt085619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0815151
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0815151
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0198822
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0189623
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0180297
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0160790
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt085619
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0815151
IRS990ScheduleA/TotalSupportAmt0815151
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037515
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt035701
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt035701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0198822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0198822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0198822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0198822
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0161307
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01814
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CYSTINOSIS RESEARCH FOUNDATION CHARITABLE CYSTINOSIS RESEARCH FOUNDATION NONE 175000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL KELLY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07043449411
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HOPE FOR HOLT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOPE
ReturnHeader/Filer/EIN0263272441
ReturnHeader/Filer/PhoneNum07043449411
ReturnHeader/Filer/USAddress/AddressLine1Txt02301 S TRYON STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEW G JELNICKY CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05970 FAIRVIEW RD STE 124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028210
ReturnHeader/PreparerPersonGrp/PhoneNum07045528488
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW G JELNICKY CPA CFP
ReturnHeader/ReturnTs02015-06-18T08:26:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,956
Liabilities
-
Net assets
$33,956
Revenue
$161,307
Expenses
$175,154
Net income
-$13,847
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