Civic Intelligence

Harold B Holt Foundation Inc

990PF • Fiscal year 2018 • EIN 26-3780407

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 07, 2019

Organization Profile
P O Box 402East Troy, WI 53120-0402

(262) 470-4523

Siviq Scores

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

Liabilities / Assets

61st percentile

0.05x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.60x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$691,594

Up $5,016 (+0.7%) from 2017

Net Assets

Up

$658,124

Up $10,501 (+1.6%) from 2017

Liabilities

Down

$33,470

Down $5,485 (-14%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin74th percentile

Revenue

Up

$55,570

Up $15,072 (+37%) from 2017

Expenses

Down

$45,069

Down $30,599 (-40%) from 2017

Net Income

Up

$10,501

Up $45,671 (+130%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$800K$600K$400K$200K$0Assets 2017: $686,578Liabilities 2017: $38,955Net Assets 2017: $647,6232017Assets 2018: $691,594Liabilities 2018: $33,470Net Assets 2018: $658,1242018Assets 2019: $649,643Liabilities 2019: $0Net Assets 2019: $649,6432019Assets 2020: $694,161Liabilities 2020: $0Net Assets 2020: $694,1612020Assets 2021: $704,023Liabilities 2021: $0Net Assets 2021: $704,0232021Assets 2022: $661,158Liabilities 2022: $0Net Assets 2022: $661,1582022Assets 2023: $634,476Liabilities 2023: $0Net Assets 2023: $634,4762023Assets 2024: $639,836Liabilities 2024: $0Net Assets 2024: $639,8362024

Highlighted filing

2018

Assets$691,594
Liabilities$33,470
Net Assets$658,124
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

$100K$50K$0-$50KRevenue 2017: $40,498Expenses 2017: $75,668Net Income 2017: -$35,1702017Revenue 2018: $55,570Expenses 2018: $45,069Net Income 2018: $10,5012018Revenue 2019: $39,435Expenses 2019: $47,916Net Income 2019: -$8,4812019Revenue 2020: $34,125Expenses 2020: $51,822Net Income 2020: -$17,6972020Revenue 2021: $65,097Expenses 2021: $55,235Net Income 2021: $9,8622021Revenue 2022: $13,669Expenses 2022: $56,534Net Income 2022: -$42,8652022Revenue 2023: $20,095Expenses 2023: $46,777Net Income 2023: -$26,6822023Revenue 2024: $36,544Expenses 2024: $37,880Net Income 2024: -$1,3362024

Highlighted filing

2018

Revenue$55,570
Expenses$45,069
Net Income$10,501
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE GOODDirector-$0--
BONNIE SENFTDirector-$0--
EVA KRAUSSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harold B Holt Foundation Inc
EIN
26-3780407
Phone
2624704523
Address
P O BOX 402, EAST TROY, WI 53120-0402

Signing Officer

Name
Christine Good
Title
Director
Signed
2019-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Edwards Group Cpas Sc
Address
441 MILWAUKEE AVE, BURLINGTON, WI 53105-1230
Preparer
Paul B Edwards CPA Jd
Phone
2627637616
Raw XML Appendix272 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/UndistributedIncomeGrp/ExcessFromYear1Amt026001
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045069
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010215
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036216
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026001
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09997
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0EDWARD JONES & COMPANY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt09997
TaxesSchedule/TaxesDetail/Amt0284
TaxesSchedule/TaxesDetail/Amt1380
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0284
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1380
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE GOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD B HOLT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0263780407
ReturnHeader/Filer/PhoneNum02624704523
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 402
ReturnHeader/Filer/USAddress/CityNm0EAST TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0531200402
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId060F646623997A3B0B917DFADED06CEA3D27257B7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId060F646623997A3B0B917DFADED06CEA3D27257B7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.128.219.125
ReturnHeader/FilingSecurityInformation/IPDt02019-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:47:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391793586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWARDS GROUP CPAS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0441 MILWAUKEE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531051230
ReturnHeader/PreparerPersonGrp/PhoneNum02627637616
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL B EDWARDS CPA JD
ReturnHeader/ReturnTs02019-10-10T13:47:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$691,594
Liabilities
$33,470
Net assets
$658,124
Revenue
$55,570
Expenses
$45,069
Net income
$10,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.37$0.38$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.20$0.47$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.14$0.57$0.43
2021Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.65$0.55$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.34$0.52$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.39$0.48$0.08
2018Detailed filing. Detailed filing data is available for this year.$6.92$0.33$6.58$0.56$0.45$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.87$0.39$6.48$0.40$0.76$0.35