Civic Intelligence

Holleman Roy & Marian Fdn-Main

EIN 27-3867635 • Saint Louis, MO

PO Box 505 Mac H0006-092Saint Louis, MO 63166
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-59%

Higher net margin than 8% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$56,265

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 36.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.2%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

73rd percentile

34%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,084,684

Down $101,681 (-3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,084,684

Down $101,681 (-3.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin8th percentile

Revenue

Up

$154,606

Up $39,559 (+34%) from 2023

Expenses

Up

$245,162

Up $3,426 (+1.4%) from 2023

Net Income

Up

-$90,556

Up $36,133 (+29%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,371,015Liabilities 2020: $0Net Assets 2020: $3,371,0152020Assets 2021: $3,500,372Liabilities 2021: $0Net Assets 2021: $3,500,3722021Assets 2022: $3,306,049Liabilities 2022: $0Net Assets 2022: $3,306,0492022Assets 2023: $3,186,365Liabilities 2023: $0Net Assets 2023: $3,186,3652023Assets 2024: $3,084,684Liabilities 2024: $0Net Assets 2024: $3,084,6842024

Highlighted filing

2024

Assets$3,084,684
Liabilities$0
Net Assets$3,084,684
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$400K$200K$0-$200KRevenue 2020: $88,217Expenses 2020: $236,719Net Income 2020: -$148,5022020Revenue 2021: $371,268Expenses 2021: $238,952Net Income 2021: $132,3162021Revenue 2022: $72,460Expenses 2022: $263,680Net Income 2022: -$191,2202022Revenue 2023: $115,047Expenses 2023: $241,736Net Income 2023: -$126,6892023Revenue 2024: $154,606Expenses 2024: $245,162Net Income 2024: -$90,5562024

Highlighted filing

2024

Revenue$154,606
Expenses$245,162
Net Income-$90,556
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,084,684
Liabilities
$0
Net assets
$3,084,684
Revenue
$154,606
Expenses
$245,162
Net income
-$90,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.15$0.25$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.12$0.24$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.07$0.26$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.37$0.24$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.09$0.24$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 18, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$56,265-$56,265
Filing and Contact Details

Filer

Filer Name
Holleman Roy & Marian Fdn-main
EIN
27-3867635
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6712572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68G0250X107 AMCOR PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69N53745100 LYONDELLBASELL INDU-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70693475105 PNC FINANCIAL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7329364G103 ENTERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7449177J102 KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75704326107 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7680105N105 SANOFI-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7792338C103 VERALTO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7898389B100 XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79063671101 BANK MONTREAL QUE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8009290D101 BLACKROCK FUNDING IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8230231G102 EXXON MOBIL CORPORAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84512807306 LAM RESH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8792939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88G87052109 TE CONNECTIVITY PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt040000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1391235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt286000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4101135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5118216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt660155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt877042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt984469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1026430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1119604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1260083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1343109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1457368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1516687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1615940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1780000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18100718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1975726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2089092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2143000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2350165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt242667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt253105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2692656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt074256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1921937827 VANGUARD SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2589509207 MERGER FUND-INST #30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt346138B103 INVESCO DB COMMODITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt629444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7756109104 REALTY INCOME CORP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8922031737 VANGUARD INFLAT-PROT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt900191K609 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1000143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11256206103 DODGE & COX INTL STO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1303027X100 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464285204 ISHARES GOLD TRUST E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15922908629 VANGUARD MIDCAP VIPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1622822V101 CROWN CASTLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17256219106 DODGE & COX STOCK FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1909260C703 BLACKROCK GL L/S CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20464288646 ISHARES 1-5Y INV GRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2156166Y404 TORTOISE ENERGY INFR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2274925K581 BOSTON P LNG/SHRT RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2352106N459 LAZARD GL LIST INFRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2430254T643 FPA NEW INCOME FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25464287465 ISHARES MSCI EAFE ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26015271109 ALEXANDRIA REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2774340W103 PROLOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28922031760 VANGUARD HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0111304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1377928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt281840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt350927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4101642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5107686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt683917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt868333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9106499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1045734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1138023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1248420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1362729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14211304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1544574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1644985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1773023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18103400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19112930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2086967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2146803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2297602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2351566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt242244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt252748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2693077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0116505
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt036676
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP/S-CORP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01425
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0154606
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0154606
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01725
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01725
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt036676
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt014066
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt042199
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt056265
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0178000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0178000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0111254
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0116505
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-90556
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0181400
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt036676
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0103329

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