Civic Intelligence

Holmes Family Foundation Inc

EIN 38-3709254 • Pennington, NJ

PO Box 1532 AftPennington, NJ 08534
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

NTEE T • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.00x

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

NTEE T • $25M-$50M nonprofits • Source year 2024

Net Margin

26th percentile

-7.0%

Higher net margin than 26% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

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

NTEE T • $25M-$50M nonprofits • Source year 2024

Asset Growth

25th percentile

-0.5%

Faster asset growth than 25% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

45%

Faster revenue growth than 54% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$26,444,353

Down $133,533 (-0.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$26,444,353

Down $133,533 (-0.5%) from 2023

Revenue

Up

$1,754,928

Up $546,222 (+45%) from 2023

Expenses

Up

$1,878,433

Up $295,861 (+19%) from 2023

Net Income

Up

-$123,505

Up $250,361 (+67%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $2,163,167Liabilities 2011: $02011Assets 2012: $3,235,372Liabilities 2012: $02012Assets 2013: $5,871,884Liabilities 2013: $02013Assets 2014: $6,612,887Liabilities 2014: $02014Assets 2015: $7,046,481Liabilities 2015: $02015Assets 2018: $23,057,455Liabilities 2018: $0Net Assets 2018: $23,057,4552018Assets 2019: $23,675,970Liabilities 2019: $1Net Assets 2019: $23,675,9702019Assets 2020: $23,997,177Liabilities 2020: $1Net Assets 2020: $23,997,1772020Assets 2021: $26,509,306Liabilities 2021: $1Net Assets 2021: $26,509,3062021Assets 2022: $26,949,227Liabilities 2022: $1Net Assets 2022: $26,949,2272022Assets 2023: $26,577,886Liabilities 2023: $1Net Assets 2023: $26,577,8862023Assets 2024: $26,444,353Liabilities 2024: $0Net Assets 2024: $26,444,3532024

Highlighted filing

2024

Assets$26,444,353
Liabilities$0
Net Assets$26,444,353

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,824,484Expenses 2011: $494,574Net Income 2011: $1,329,9102011Revenue 2012: $1,624,293Expenses 2012: $541,380Net Income 2012: $1,082,9132012Revenue 2013: $5,871,770Expenses 2013: $702,882Net Income 2013: $5,168,8882013Revenue 2014: $2,326,420Expenses 2014: $764,310Net Income 2014: $1,562,1102014Revenue 2015: $2,296,917Expenses 2015: $684,052Net Income 2015: $1,612,8652015Revenue 2018: $5,992,332Expenses 2018: $645,761Net Income 2018: $5,346,5712018Revenue 2019: $1,465,986Expenses 2019: $858,083Net Income 2019: $607,9032019Revenue 2020: $1,249,392Expenses 2020: $934,028Net Income 2020: $315,3642020Revenue 2021: $3,848,697Expenses 2021: $837,606Net Income 2021: $3,011,0912021Revenue 2022: $2,019,345Expenses 2022: $1,571,638Net Income 2022: $447,7072022Revenue 2023: $1,208,706Expenses 2023: $1,582,572Net Income 2023: -$373,8662023Revenue 2024: $1,754,928Expenses 2024: $1,878,433Net Income 2024: -$123,5052024

Highlighted filing

2024

Revenue$1,754,928
Expenses$1,878,433
Net Income-$123,505

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 5, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN P HOLMESPresident-$0--
BONNIE L HOLMESVP & Sec-$0--
Filing and Contact Details

Filer

Filer Name
Holmes Family Foundation Inc
EIN
38-3709254
Phone
8888663275
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Stephen P Holmes
Title
President
Phone
8888663275
Signed
2024-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen J Kiser
Phone
8888663275
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