Civic Intelligence

Holtz Charitable Foundation Inc.

990PF • Fiscal year 2014 • EIN 35-2042978

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization Profile
9209 Cromwell Park PlaceOrlando, FL 32827

(407) 857-6811

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$20,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

65th percentile

5.8%

Faster asset growth than 65% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

60%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,276,296

Up $179,695 (+5.8%) from 2013

Net Assets

Up

$3,276,031

Up $201,957 (+6.6%) from 2013

Liabilities

Down

$265

Down $22,262 (-99%) from 2013

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin75th percentile

Revenue

Up

$916,855

Up $342,031 (+60%) from 2013

Expenses

Up

$714,898

Up $394,608 (+123%) from 2013

Net Income

Down

$201,957

Down $52,577 (-21%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,490,254Liabilities 2010: $0Net Assets 2010: $2,490,2542010Assets 2011: $2,511,528Liabilities 2011: $0Net Assets 2011: $2,511,5282011Assets 2012: $2,819,897Liabilities 2012: $357Net Assets 2012: $2,819,5402012Assets 2013: $3,096,601Liabilities 2013: $22,527Net Assets 2013: $3,074,0742013Assets 2014: $3,276,296Liabilities 2014: $265Net Assets 2014: $3,276,0312014Assets 2015: $3,364,601Liabilities 2015: $0Net Assets 2015: $3,364,6012015Assets 2016: $3,386,644Liabilities 2016: $0Net Assets 2016: $3,386,6442016Assets 2017: $5,269,582Liabilities 2017: $100,200Net Assets 2017: $5,169,3822017Assets 2018: $5,524,735Liabilities 2018: $100,200Net Assets 2018: $5,424,5352018Assets 2019: $6,583,915Liabilities 2019: $64,193Net Assets 2019: $6,519,7222019Assets 2020: $7,938,133Liabilities 2020: $64,193Net Assets 2020: $7,873,9402020Assets 2021: $5,015,513Liabilities 2021: $64,193Net Assets 2021: $4,951,3202021Assets 2022: $5,468,703Liabilities 2022: $68,500Net Assets 2022: $5,400,2032022Assets 2023: $5,190,697Liabilities 2023: $69,224Net Assets 2023: $5,121,4732023Assets 2024: $6,900,642Liabilities 2024: $78,428Net Assets 2024: $6,822,2142024

Highlighted filing

2014

Assets$3,276,296
Liabilities$265
Net Assets$3,276,031
Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $250,9932010Expenses 2011: $487,6532011Expenses 2012: $288,7312012Revenue 2013: $574,824Expenses 2013: $320,290Net Income 2013: $254,5342013Revenue 2014: $916,855Expenses 2014: $714,898Net Income 2014: $201,9572014Revenue 2015: $479,503Expenses 2015: $390,933Net Income 2015: $88,5702015Revenue 2016: $339,168Expenses 2016: $317,125Net Income 2016: $22,0432016Revenue 2017: $2,373,966Expenses 2017: $591,228Net Income 2017: $1,782,7382017Revenue 2018: $1,378,735Expenses 2018: $1,123,582Net Income 2018: $255,1532018Revenue 2019: $2,048,087Expenses 2019: $952,900Net Income 2019: $1,095,1872019Revenue 2020: $2,059,825Expenses 2020: $705,607Net Income 2020: $1,354,2182020Revenue 2021: $2,659,459Expenses 2021: $5,582,079Net Income 2021: -$2,922,6202021Revenue 2022: $1,924,319Expenses 2022: $1,475,436Net Income 2022: $448,8832022Revenue 2023: $1,161,059Expenses 2023: $1,439,789Net Income 2023: -$278,7302023Revenue 2024: $2,039,044Expenses 2024: $338,303Net Income 2024: $1,700,7412024

Highlighted filing

2014

Revenue$916,855
Expenses$714,898
Net Income$201,957
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUANNE E ALTENBAUMERDirector-$20,000-$20,000
LOUIS LSKIP HOLTZDirector-$20,000-$20,000
KEVIN R HOLTZSec/Tr/Director-$20,000-$20,000
ELIZABETH H MASSAGLIADirector-$20,000-$20,000
LOUIS L HOLTZChairman/DirectorPT$0--
BETH B HOLTZPres/DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Holtz Charitable Foundation Inc
EIN
35-2042978
Phone
4078576811
Address
9209 CROMWELL PARK PLACE, ORLANDO, FL 32827

Signing Officer

Name
Beth B Holtz
Title
President
Phone
4078576811
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Neuman & Company Pa
Address
280 WEKIVA SPRINGS RD STE 3030, LONGWOOD, FL 32779
Preparer
Linda J Neuman CPA Cva
Phone
4078627557
Raw XML AppendixShowing 400 of 861 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22862
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23597
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2423457
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25848
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt266538
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt274987
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02363201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03338225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DETAILED SCHEDULES MAINTAINED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0379896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT IN STEPHENS (SMALLER ACCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0430990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0111808
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0273728
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ISAM SEC 1256 GAIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ISAM NET SEC 475 GAIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2ISAM ORDINARY BUSINESS LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3ISAM OTHER DEDUCTIONS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4MAN-AHL SEC 1256 GAIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5MAN-AHL NET LONG TERM GAIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6MAN-AHL NET SHORT TERM GAIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7MAN-AHL ORDINARY BUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8MAN-AHL INVESTMENT INTEREST
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9MAN-AHL UNREALIZED LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt073959
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt115786
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt2-7949
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt3-178
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt423419
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt520011
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt62379
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt76145
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt8-32
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt9-1181
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0111811
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0406087
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0517898
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010972
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010972
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0244170
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt073919
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt080000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0593925
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0593925
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0398957
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0111808
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0111808
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0111808
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0201957
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0540848
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0273728
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0104932
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0132359
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0132359
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt028248
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt028248
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01528
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0244170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0593925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt080798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0714898
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0185730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0916855
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt080798
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0120973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt073919
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0201957
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03276031
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03074074
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03276031
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0203091
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0203091
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0203091
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0204140
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01049
IRS990PF/DistributableAmountGrp/TotalTaxAmt01049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0800
IRS990PF/FMVAssetsEOYAmt04192582
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0242269
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0255067
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0255067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02317785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02363201
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03338225
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0109832
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0379896
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0379896
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0430990
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt022527
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0265
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03074074
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03276031
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0156451
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0168300
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0168300
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03096601
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03276296
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04192582
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt022527
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0265
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03096601
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03276296
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03074074
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03276031
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04144964
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0365095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03779869
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062174
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0204140
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04082790
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04144964
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt220000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt320000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt420000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt520000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOUIS L HOLTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETH B HOLTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LUANNE E ALTENBAUMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LOUIS LSKIP HOLTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4KEVIN R HOLTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ELIZABETH H MASSAGLIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRES/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SEC/TR/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09209 CROMWELL PARK PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19209 CROMWELL PARK PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24923 GLENMEADOW DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35013 WEST SAN MIGUEL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46223 POPLAR GROVE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt59453 N STATE ROAD 267
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ORLANDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ORLANDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PORT ORANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5BROWNSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333629
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd432127
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd546112
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0292618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0293667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0160400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0201400

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,276,296
Liabilities
$265
Net assets
$3,276,031
Revenue
$916,855
Expenses
$714,898
Net income
$201,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.90$0.08$6.82$2.04$0.34$1.70
2023Detailed filing. Detailed filing data is available for this year.$5.19$0.07$5.12$1.16$1.44$0.28
2022Detailed filing. Detailed filing data is available for this year.$5.47$0.07$5.40$1.92$1.48$0.45
2021Detailed filing. Detailed filing data is available for this year.$5.02$0.06$4.95$2.66$5.58$2.92
2020Detailed filing. Detailed filing data is available for this year.$7.94$0.06$7.87$2.06$0.71$1.35
2019Detailed filing. Detailed filing data is available for this year.$6.58$0.06$6.52$2.05$0.95$1.10
2018Detailed filing. Detailed filing data is available for this year.$5.52$0.10$5.42$1.38$1.12$0.26
2017Detailed filing. Detailed filing data is available for this year.$5.27$0.10$5.17$2.37$0.59$1.78
2016Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.34$0.32$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.48$0.39$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.92$0.71$0.20
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.02$3.07$0.57$0.32$0.25
2012Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.29
2011Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.49
2010Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.25