Civic Intelligence

The Hope for Holt Foundation

990EZ • Fiscal year 2016 • EIN 26-3272441

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profilehopeforholt.org
826 Hempstead PlaceCharlotte, NC 28207

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

86th percentile

59%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,162

Up $10,110 (+59%) from 2015

Net Assets

Up

$27,162

Up $10,110 (+59%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

$11,321

Down $7,441 (-40%) from 2015

Expenses

Down

$1,211

Down $34,455 (-97%) from 2015

Net Income

Up

$10,110

Up $27,014 (+160%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2016

Assets$27,162
Liabilities-
Net Assets$27,162
Open 2016 Filing

Operations Trend

Revenue Growth13th 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

2016

Revenue$11,321
Expenses$1,211
Net Income$10,110
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$11,321
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.--
Compensation and Service Providers
Top Officer Pay75th 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
2017-05-15
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: 18802 bardeen ave, irvin”

Form 990EZ, Part I, Line 16

“Office and miscellaneous 1211.”

Raw XML Appendix139 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07045024612
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0826 HEMPSTEAD PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017052
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027162
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011321
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010110
IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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/OtherExpensesTotalAmt01211
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISING FUNDS FOR CYSTINOSIS RESEARCH
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS ARE RAISED LOCALLY AND ALL NET PROCEEDS ARE DISTRIBUTED TO THE NATIONAL CHAPTER FOR CYSTINOSIS RESEARCH.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01211
IRS990EZ/TotalRevenueAmt011321
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0hopeforholt.org
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0198822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0189623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0180297
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0598825
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0598825
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011321
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0198822
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0189623
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0180297
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0598825
IRS990ScheduleA/TotalSupportAmt0598825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CYSTINOSIS RESEARCH FOUNDATION; CHARITABLE; CYSTINOSIS RESEARCH FOUNDATION: 18802 BARDEEN AVE, IRVIN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE AND MISCELLANEOUS 1211.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AUBREY GRIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07043449411
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HOPE FOR HOLT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOPE
ReturnHeader/Filer/EIN0263272441
ReturnHeader/Filer/PhoneNum07043449411
ReturnHeader/Filer/USAddress/AddressLine1Txt0826 HEMPSTEAD PLACE
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ReturnHeader/FilingSecurityInformation/IPDt02017-05-04
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ReturnHeader/FilingSecurityInformation/IPTm005:33:31
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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/PreparationDt02017-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW G JELNICKY CPA CFP
ReturnHeader/ReturnTs02017-05-04T05:33:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,162
Liabilities
-
Net assets
$27,162
Revenue
$11,321
Expenses
$1,211
Net income
$10,110
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