Civic Intelligence

The Holmes Charitable Foundation C/O Weber Moses & Co

990PF • Fiscal year 2020 • EIN 36-4296450

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 28, 2021

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

86th percentile

0.28x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

0.74x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

15th percentile

-28%

Faster asset growth than 15% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

47%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$225,154

Down $86,547 (-28%) from 2019

Net Assets

Down

$161,159

Down $30,892 (-16%) from 2019

Liabilities

Down

$63,995

Down $55,655 (-47%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin96th percentile

Revenue

Up

$86,189

Up $27,489 (+47%) from 2019

Expenses

Down

$11,695

Down $644 (-5.2%) from 2019

Net Income

Up

$74,494

Up $28,133 (+61%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2020

Assets$225,154
Liabilities$63,995
Net Assets$161,159
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

2020

Revenue$86,189
Expenses$11,695
Net Income$74,494
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 28, 2021
Return Version
2020v4.1
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
2021-06-28
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 Appendix350 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0H ROBERT HOLMES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
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/BusinessNameLine1Txt0HIDEAWY SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1US COASTGUARD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CRESTED BUTTE FILM FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIND FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BOB HOPE USO
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/AddressLine1Txt1394 TAUGWONK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt383775 CITRUS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 96860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LA QUINTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STONINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CRESTED BUTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3INDIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092253
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106378
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd281224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420077
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09500
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/AppliedToCurrentYearAmt08427
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027384
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027384
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061744
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01073
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09469
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03451
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028108
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01073
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt089128
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt088055
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0118292
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS/(LOSSES) - INVESTMENT ACCOUNT - PRIOR PERIOD ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RESEARCH ASSIST
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012906
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS/(LOSSES) - INVESTMENT ACCOUNT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0119650
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN BALANCE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt063995
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HOLMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127665840
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-28
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/PreparationDt02021-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN MOSES
ReturnHeader/ReturnTs02021-06-28T14:32:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLMES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,154
Liabilities
$63,995
Net assets
$161,159
Revenue
$86,189
Expenses
$11,695
Net income
$74,494
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