Civic Intelligence

The Holmes Charitable Foundation C/O Weber Moses & Co

990PF • Fiscal year 2018 • EIN 36-4296450

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$61,913

Down $52,943 (-46%) from 2017

Net Assets

Down

$61,913

Down $52,943 (-46%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin88th percentile

Revenue

Up

$11,867

Up $24,785 (+192%) from 2017

Expenses

Down

$7,132

Down $17,996 (-72%) from 2017

Net Income

Up

$4,735

Up $42,781 (+112%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2018

Assets$61,913
Liabilities$0
Net Assets$61,913
Open 2018 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

2018

Revenue$11,867
Expenses$7,132
Net Income$4,735
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
2019-11-13
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 Appendix358 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/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010007
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127665840
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTION AND SUPPORT OF VARIOUS EDUCATIONAL INSTITUTIONS THROUGH PUBLIC CHARITABLE ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05900
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0H ROBERT HOLMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCIENTIFIC, EDUCATIONAL AND OR CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCIENTIFIC, EDUCATIONAL AND OR CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCIENTIFIC, EDUCATIONAL AND OR CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCIENTIFIC, EDUCATIONAL AND OR CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCIENTIFIC, EDUCATIONAL AND OR CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HIDEAWAY SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BATTLEFIELDS TO BALLFIELDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CRESTED BUTLER SNOWPOINT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PARKINSON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GUS LAND FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt080440 HIDEAWAY CLUB DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12443 FAIR OAKS BOULEVARD SUITE 503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 56
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31359 BROADWAY STE 1509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4855 JEFFERSON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LA QUINTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CRESTED BUTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4REDWOOD CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092253
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd281224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494063
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05900
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/AppliedToCurrentYearAmt02449
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08987
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08987
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078586
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03451
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027384
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03451
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt087573
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084122
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt057678
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TEMPORARY DIFFERENCES - INVESTMENT ACCOUNT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0132
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HOLMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127665840
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09B658414020C5F754A4DA57AAEBA10D02C3A1953
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04253014F3279003A7B9F8BEAE800A4016E9975EB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.132.229.5
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:31:29
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/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN MOSES
ReturnHeader/ReturnTs02019-11-13T16:31:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,913
Liabilities
$0
Net assets
$61,913
Revenue
$11,867
Expenses
$7,132
Net income
$4,735
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