Civic Intelligence

Holt Foundation IM

EIN 31-6671181 • Bedminster, NJ

PO Box 700Bedminster, NJ 07921
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

85%

Higher net margin than 87% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

92nd percentile

57%

Faster asset growth than 92% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

610%

Faster revenue growth than 91% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,359,519

Up $493,368 (+57%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,359,519

Up $493,368 (+57%) from 2023

Revenue

Up

$1,098,184

Up $943,582 (+610%) from 2023

Expenses

Up

$159,433

Up $24,295 (+18%) from 2023

Net Income

Up

$938,751

Up $919,287 (+4723%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2020: $897,268Liabilities 2020: $0Net Assets 2020: $897,2682020Assets 2021: $856,109Liabilities 2021: $0Net Assets 2021: $856,1092021Assets 2022: $851,936Liabilities 2022: $0Net Assets 2022: $851,9362022Assets 2023: $866,151Liabilities 2023: $0Net Assets 2023: $866,1512023Assets 2024: $1,359,519Liabilities 2024: $0Net Assets 2024: $1,359,5192024

Highlighted filing

2024

Assets$1,359,519
Liabilities$0
Net Assets$1,359,519

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $1,047,611Expenses 2020: $68,780Net Income 2020: $978,8312020Revenue 2021: $55,199Expenses 2021: $93,732Net Income 2021: -$38,5332021Revenue 2022: $85,765Expenses 2022: $89,779Net Income 2022: -$4,0142022Revenue 2023: $154,602Expenses 2023: $135,138Net Income 2023: $19,4642023Revenue 2024: $1,098,184Expenses 2024: $159,433Net Income 2024: $938,7512024

Highlighted filing

2024

Revenue$1,098,184
Expenses$159,433
Net Income$938,751

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN C HOLTCo-Trustee-$0--
JOHN MATTHEW HOLTCo-Trustee-$0--
SARA HOLT RUDECo-Trustee-$0--
MEGAN JONES-HOLTCo-Trustee-$0--
PETER J RUDECo-Trustee-$0--
JUSTIN M HOLTCo-Trustee-$0--
TATIANA G HOLTCo-Trustee-$0--
KATIE J RUDECo-Trustee-$0--
PETER C RUDECo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Holt Foundation Im
EIN
31-6671181
Phone
9087193313
Address
PO BOX 700, BEDMINSTER, NJ 07921

Signing Officer

Name
-
Title
Co-trustee
Phone
9087193313
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FL, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML AppendixShowing 400 of 668 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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