Civic Intelligence

The William & Margaret Fern Holmes Family Foundation

EIN 26-3343041 • Orange, CA

3446 E Woodbine RoadOrange, CA 92867
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

77th percentile

30%

Higher net margin than 77% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$137,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

65th percentile

8.7%

Faster asset growth than 65% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

78%

Faster revenue growth than 87% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$30,495,418

Down $1,085,274 (-3.4%) from 2021

Liabilities

Up

$16,305

Up $16,305 from 2021

Net Assets

Down

$30,479,113

Down $1,101,579 (-3.5%) from 2021

Revenue

Down

$2,753,752

Down $620,677 (-18%) from 2021

Expenses

Up

$1,939,369

Up $97,185 (+5.3%) from 2021

Net Income

Down

$814,383

Down $717,862 (-47%) from 2021

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $1,521,784Liabilities 2011: $0Net Assets 2011: $1,521,7842011Assets 2016: $24,558,108Liabilities 2016: $0Net Assets 2016: $24,558,1082016Assets 2018: $23,477,880Liabilities 2018: $0Net Assets 2018: $23,477,8802018Assets 2019: $26,924,499Liabilities 2019: $0Net Assets 2019: $26,924,4992019Assets 2020: $27,468,124Liabilities 2020: $0Net Assets 2020: $27,468,1242020Assets 2021: $31,580,692Liabilities 2021: $0Net Assets 2021: $31,580,6922021Assets 2024: $30,495,418Liabilities 2024: $16,305Net Assets 2024: $30,479,1132024

Highlighted filing

2024

Assets$30,495,418
Liabilities$16,305
Net Assets$30,479,113

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $92,9342011Revenue 2016: $859,828Expenses 2016: $1,635,053Net Income 2016: -$775,2252016Revenue 2018: $1,217,739Expenses 2018: $1,753,495Net Income 2018: -$535,7562018Revenue 2019: $1,695,398Expenses 2019: $1,786,946Net Income 2019: -$91,5482019Revenue 2020: $1,581,332Expenses 2020: $1,744,881Net Income 2020: -$163,5492020Revenue 2021: $3,374,429Expenses 2021: $1,842,184Net Income 2021: $1,532,2452021Revenue 2024: $2,753,752Expenses 2024: $1,939,369Net Income 2024: $814,3832024

Highlighted filing

2024

Revenue$2,753,752
Expenses$1,939,369
Net Income$814,383

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
OSCAR JIMENEZTrusteePT$117,500-$117,500
CHARLENE JIMENEZTrusteePT$117,500-$117,500
Filing and Contact Details

Filer

Filer Name
The William & Margaret Fern Holmes
EIN
26-3343041
Address
3446 E WOODBINE ROAD, ORANGE, CA 92867

Signing Officer

Name
Oscar Jimenez
Title
Trustee
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
PutmanGroup
Address
9911 Irvine Center Drive Suite 100, Irvine, CA 92618
Preparer
Teri RiceCPA
Phone
9495026700
Raw XML Appendix372 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5HELP YOUNG PEOPLE REACH THEIR FULL POTENTIAL AS PRODUCTIVE RESPONSIBLE AND CARING INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ECONOMIC AND COMMUNITY GROWTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7MENTAL HEALTH TREATMENT, ALCOHOL, DRUG ABUST, AND DELINQUENCY PREVENTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UCLA JULES STEIN EYE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BRAILLE INSTITUTE RANCHO MIRAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MICHAEL J FOX FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501c3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HUNTINGTON'S DISEASE SOCIETY OF AME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JF SHEA THERAPEUTIC RIDING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BOYS GIRLS CLUB OF CAPO VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ROTARY CLUB OF SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CALIFORNIA YOUTH SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 STEIN PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt170-251 RAMON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2498 SEVENTH AVENUE 18TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3505 EIGHT AVENUE SUITE 902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt426284 OSO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51 VIA POSITIVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt632120 SAN JUAN CREEK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt723282 MILL CREEK ROAD SUITE 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RANCHO MIRAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LAGUNA HILLS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492869
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792653
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01275000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01269402
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01269402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt058342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022717
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0149152
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt068093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt058342
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022717
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01337495
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt068093
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0149152
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt081059
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0197
OtherDecreasesSchedule/OtherDecreasesDetail/Amt14026
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Book to Tax Dividend/Interest Diff
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Non Taxable Distributions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance - Workmans' Comp
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Payroll Service Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Postage & Delivery
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02129
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11337
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11338
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04259
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22675
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3390
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt064290
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt047262
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05348
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0P/Y Dividends Earned in 2020, Deposited in 2021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0897
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1191699
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Foreign Taxes Paid
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Expenses
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0897
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1185869
TaxesSchedule/TaxesDetail/Amt01341
TaxesSchedule/TaxesDetail/Amt113680
TaxesSchedule/TaxesDetail/Amt217977
TaxesSchedule/TaxesDetail/CategoryTxt02019/2020 Taxes - CA
TaxesSchedule/TaxesDetail/CategoryTxt12019/2020 Taxes - Federal
TaxesSchedule/TaxesDetail/CategoryTxt2Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt04135
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08989
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0OSCAR JIMENEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM & MARGARET FERN HOLMES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0263343041
ReturnHeader/Filer/USAddress/AddressLine1Txt03446 E WOODBINE ROAD
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092867
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043694278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PutmanGroup
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09911 Irvine Center Drive Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09495026700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teri RiceCPA
ReturnHeader/ReturnTs02021-11-11T17:45:44-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0OSCAR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JIMENEZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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