Civic Intelligence

Holce Family Foundation

EIN 27-3063777 • Portland, OR

C/O Mwasson Tonkontorp 888sw5th1600Portland, OR 97204
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.02x

Higher debt load relative to revenue than 46% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

52%

Higher net margin than 88% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

6.9%

Faster asset growth than 63% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

2.3%

Faster revenue growth than 39% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,895,667

Up $121,715 (+6.9%) from 2023

Liabilities

Down

$4,266

Down $53 (-1.2%) from 2023

Net Assets

Up

$1,891,401

Up $121,768 (+6.9%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin88th percentile

Revenue

Up

$233,906

Up $5,298 (+2.3%) from 2023

Expenses

Up

$112,138

Up $41,869 (+60%) from 2023

Net Income

Down

$121,768

Down $36,571 (-23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $167,981Liabilities 2017: $0Net Assets 2017: $167,9812017Assets 2018: $160,389Liabilities 2018: $0Net Assets 2018: $160,3892018Assets 2019: $153,451Liabilities 2019: $0Net Assets 2019: $153,4512019Assets 2020: $137,574Liabilities 2020: $0Net Assets 2020: $137,5742020Assets 2021: $171,932Liabilities 2021: $533Net Assets 2021: $171,3992021Assets 2022: $1,890,695Liabilities 2022: $13,427Net Assets 2022: $1,877,2682022Assets 2023: $1,773,952Liabilities 2023: $4,319Net Assets 2023: $1,769,6332023Assets 2024: $1,895,667Liabilities 2024: $4,266Net Assets 2024: $1,891,4012024

Highlighted filing

2024

Assets$1,895,667
Liabilities$4,266
Net Assets$1,891,401
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $8,586Expenses 2017: $14,907Net Income 2017: -$6,3212017Revenue 2018: $6,331Expenses 2018: $13,957Net Income 2018: -$7,6262018Revenue 2019: $7,972Expenses 2019: $14,910Net Income 2019: -$6,9382019Revenue 2020: $11,051Expenses 2020: $26,928Net Income 2020: -$15,8772020Revenue 2021: $55,356Expenses 2021: $21,531Net Income 2021: $33,8252021Revenue 2022: $2,536,701Expenses 2022: $34,983Net Income 2022: $2,501,7182022Revenue 2023: $228,608Expenses 2023: $70,269Net Income 2023: $158,3392023Revenue 2024: $233,906Expenses 2024: $112,138Net Income 2024: $121,7682024

Highlighted filing

2024

Revenue$233,906
Expenses$112,138
Net Income$121,768
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,895,667
Liabilities
$4,266
Net assets
$1,891,401
Revenue
$233,906
Expenses
$112,138
Net income
$121,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.89$0.23$0.11$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.23$0.07$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.01$1.88$2.54$0.03$2.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.06$0.02$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.01$0.01$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.01$0.01$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.01$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENT HOLCEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Holce Family Foundation
EIN
27-3063777
Phone
5033498496
Address
C/O MWASSON TONKONTORP 888SW5TH1600, PORTLAND, OR 97204

Signing Officer

Name
Kent Holce
Title
President
Phone
5033498496
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Dilorenzo & Company LLC
Address
5075 SW GRIFFITH DR STE 150, BEAVERTON, OR 97005
Preparer
David a Dilorenzo
Phone
5036466696
Raw XML Appendix301 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS - SEE ATTACHED STMT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0180044
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IRS990PF/FMVAssetsEOYAmt02196871
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44207 SE WOOSSTOCK BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PORTLAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297228
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd497206
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt080000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0101719
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101719
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03757
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033360
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0284
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03757
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102003
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0284
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033360
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033076
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07948
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07948
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0235002
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CONTRIBUTED SECURITIES-BASIS STEPUP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0235002
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OR ANNUAL RENEWAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMPUTER AND INTERNET EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1930
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2688
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1930
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2688
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03786
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILIITES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03728
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FINANCIAL ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03135
TaxesSchedule/TaxesDetail/Amt07000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENT HOLCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05033498496
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLCE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLC
ReturnHeader/Filer/EIN0273063777
ReturnHeader/Filer/PhoneNum05033498496
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MWASSON TONKONTORP 888SW5TH1600
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453960543
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DILORENZO & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05075 SW GRIFFITH DR STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAVERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097005
ReturnHeader/PreparerPersonGrp/PhoneNum05036466696
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A DILORENZO
ReturnHeader/ReturnTs02025-11-11T17:41:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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