Civic Intelligence

The Holmes Charitable Foundation C/O Weber Moses & Co

990PF • Fiscal year 2014 • EIN 36-4296450

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

Organization Profile
225 Broadway No 2420New York, NY 10007

(212) 766-5840

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

100th percentile

135%

Higher net margin than 100% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

17th percentile

-22%

Faster asset growth than 17% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$100,948

Down $65,415 (-39%) from 2012

Net Assets

Down

$100,948

Down $65,415 (-39%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

-$85,178

No earlier filing loaded for comparison.

Expenses

Up

$29,966

Up $17,489 (+140%) from 2012

Net Income

-$115,144

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$400K$300K$200K$100K$0Assets 2010: $101,640Liabilities 2010: $0Net Assets 2010: $101,6402010Assets 2011: $142,681Liabilities 2011: $0Net Assets 2011: $142,6812011Assets 2012: $166,363Liabilities 2012: $0Net Assets 2012: $166,3632012Assets 2014: $100,948Liabilities 2014: $0Net Assets 2014: $100,9482014Assets 2015: $113,413Liabilities 2015: $0Net Assets 2015: $113,4132015Assets 2017: $114,856Liabilities 2017: $0Net Assets 2017: $114,8562017Assets 2018: $61,913Liabilities 2018: $0Net Assets 2018: $61,9132018Assets 2019: $311,701Liabilities 2019: $119,650Net Assets 2019: $192,0512019Assets 2020: $225,154Liabilities 2020: $63,995Net Assets 2020: $161,1592020Assets 2021: $184,679Liabilities 2021: $0Net Assets 2021: $184,6792021Assets 2022: $250,184Liabilities 2022: $0Net Assets 2022: $250,1842022Assets 2023: $234,280Liabilities 2023: $0Net Assets 2023: $234,2802023Assets 2024: $182,480Liabilities 2024: $0Net Assets 2024: $182,4802024

Highlighted filing

2014

Assets$100,948
Liabilities$0
Net Assets$100,948
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$0-$100K-$200KExpenses 2010: $8,2002010Expenses 2011: $13,2122011Expenses 2012: $12,4772012Revenue 2014: -$85,178Expenses 2014: $29,966Net Income 2014: -$115,1442014Revenue 2015: $45,279Expenses 2015: $32,814Net Income 2015: $12,4652015Revenue 2017: -$12,918Expenses 2017: $25,128Net Income 2017: -$38,0462017Revenue 2018: $11,867Expenses 2018: $7,132Net Income 2018: $4,7352018Revenue 2019: $58,700Expenses 2019: $12,339Net Income 2019: $46,3612019Revenue 2020: $86,189Expenses 2020: $11,695Net Income 2020: $74,4942020Revenue 2021: -$2,933Expenses 2021: $17,012Net Income 2021: -$19,9452021Revenue 2022: $39,093Expenses 2022: $27,991Net Income 2022: $11,1022022Revenue 2023: $43,952Expenses 2023: $56,113Net Income 2023: -$12,1612023Revenue 2024: $12,082Expenses 2024: $63,882Net Income 2024: -$51,8002024

Highlighted filing

2014

Revenue-$85,178
Expenses$29,966
Net Income-$115,144
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H ROBERT HOLMESTrustee-$0--
DEBRA J HOLMESTrustee-$0--
KELLY ELIZABETH HOLMESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Holmes Charitable Foundation
EIN
36-4296450
Phone
2127665840
Address
225 BROADWAY NO 2420, NEW YORK, NY 10007

Signing Officer

Name
Robert Holmes
Title
Trustee
Phone
2127665840
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Weber Moses & Co
Address
225 BROADWAY STE 2420, NEW YORK, NY 10007
Preparer
Steven Moses
Phone
2127665840
Raw XML Appendix345 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTION AND SUPPORT OF VARIOUS EDUCATIOAL INSTITUTIONS THROUGH PUBLIC CHARITABLE ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0H ROBERT HOLMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt017000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MUSIC PERFORMANCE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CANCER RESEARCH SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CRESTED BUTTE MUSIC FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TOUGH ENOUGH TO WEAR PINK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WOODEN NICKEL HISTORICAL MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3XAVIER PREPPARATORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0308 3RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2345 OLD AUSTIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34710 NORTH FIFTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CRESTED BUTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DONA ANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd188032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd385012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028850
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028850
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01519
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06456
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08987
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03121
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06774
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018882
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025338
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT HOLMES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 5044 - 991 BRUSH CREEK RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CRESTED BUTTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd081224
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt066
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ROBERT HOLMES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 5044 - 991 BRUSH CREEK RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CRESTED BUTTE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd081224
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HOLMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127665840
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HOLMES CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WEBER MOSES & CO
ReturnHeader/Filer/BusinessNameControlTxt0HOLM
ReturnHeader/Filer/EIN0364296450
ReturnHeader/Filer/PhoneNum02127665840
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 BROADWAY NO 2420
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134090270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEBER MOSES & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 BROADWAY STE 2420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010007
ReturnHeader/PreparerPersonGrp/PhoneNum02127665840
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN MOSES
ReturnHeader/ReturnTs02015-11-13T16:29:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$100,948
Liabilities
$0
Net assets
$100,948
Revenue
-$85,178
Expenses
$29,966
Net income
-$115,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.12$0.64$0.52
2023Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.44$0.56$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.39$0.28$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.03$0.17$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.64$1.61$0.86$0.12$0.74
2019Detailed filing. Detailed filing data is available for this year.$3.12$1.20$1.92$0.59$0.12$0.46
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.12$0.07$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.13$0.25$0.38
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.45$0.33$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.85$0.30$1.15
2012Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.08