Civic Intelligence

The Holt Family Foundation Ltd

EIN 39-1714992 • Madison, WI

5379 Mariners Cove Dr UNIT 512Madison, WI 53704
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-9714%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-82%

Faster revenue growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,383,273 (-100%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Net Assets

Down

$0

Down $1,383,273 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$14,240

Down $65,180 (-82%) from 2022

Expenses

Up

$1,397,513

Up $1,305,530 (+1419%) from 2022

Net Income

Down

-$1,383,273

Down $1,370,710 (-10911%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,343,840Liabilities 2011: $0Net Assets 2011: $1,343,8402011Assets 2012: $1,312,740Liabilities 2012: $12012Assets 2013: $1,306,521Liabilities 2013: $1Net Assets 2013: $1,306,5212013Assets 2014: $1,318,005Liabilities 2014: $1Net Assets 2014: $1,318,0052014Assets 2015: $1,281,727Liabilities 2015: $1Net Assets 2015: $1,281,7272015Assets 2016: $1,234,952Liabilities 2016: $0Net Assets 2016: $1,234,9522016Assets 2017: $1,503,495Liabilities 2017: $5,194Net Assets 2017: $1,498,3012017Assets 2018: $1,487,201Liabilities 2018: $0Net Assets 2018: $1,487,2012018Assets 2019: $1,453,572Liabilities 2019: $1Net Assets 2019: $1,453,5722019Assets 2020: $1,362,716Liabilities 2020: $1Net Assets 2020: $1,362,7162020Assets 2021: $1,395,836Liabilities 2021: $1Net Assets 2021: $1,395,8362021Assets 2022: $1,383,273Liabilities 2022: $1Net Assets 2022: $1,383,2732022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $110,6242011Revenue 2012: $65,046Expenses 2012: $96,146Net Income 2012: -$31,1002012Revenue 2013: $92,064Expenses 2013: $98,283Net Income 2013: -$6,2192013Revenue 2014: $130,457Expenses 2014: $118,973Net Income 2014: $11,4842014Revenue 2015: $85,494Expenses 2015: $121,772Net Income 2015: -$36,2782015Revenue 2016: $72,805Expenses 2016: $119,580Net Income 2016: -$46,7752016Revenue 2017: $366,299Expenses 2017: $107,925Net Income 2017: $258,3742017Revenue 2018: $85,163Expenses 2018: $96,263Net Income 2018: -$11,1002018Revenue 2019: $50,913Expenses 2019: $84,542Net Income 2019: -$33,6292019Revenue 2020: -$6,351Expenses 2020: $84,505Net Income 2020: -$90,8562020Revenue 2021: $120,687Expenses 2021: $87,567Net Income 2021: $33,1202021Revenue 2022: $79,420Expenses 2022: $91,983Net Income 2022: -$12,5632022Revenue 2023: $14,240Expenses 2023: $1,397,513Net Income 2023: -$1,383,2732023

Highlighted filing

2023

Revenue$14,240
Expenses$1,397,513
Net Income-$1,383,273
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$14,240
Expenses
$1,397,513
Net income
-$1,383,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$1.40$1.38
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.08$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.12$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.01$0.08$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.09$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.01$1.50$0.37$0.11$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.07$0.12$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.09$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.13$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.09$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.07$0.10$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 12, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul C HoltPresident, Treasurer, Director-$0--
Lynn A HawkinsVice President, Director-$0--
Patricia A HoltDirector-$0--
Mary Beth JansenSecretary, Director-$0--
Susan M BelloDirector-$0--
Ann M BannisterSecretary, Director-$0--
Filing and Contact Details

Filer

Filer Name
The Holt Family Foundation Ltd
EIN
39-1714992
Phone
4143057250
Address
5379 Mariners Cove Dr UNIT 512, Madison, WI 53704

Signing Officer

Name
Paul Holt
Title
President
Phone
4143057250
Signed
2024-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Corey A Pfaffe CPA LLC
Address
672 Johnson Street Ste 301, Watertown, WI 53094
Preparer
Corey A Pfaffe
Phone
9202617012
Raw XML Appendix284 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/PersonNm0Paul C Holt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lynn A Hawkins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Patricia A Holt
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President, Treasurer, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082214311
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0n/a
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Lynn Ann Hawkins
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02627514771
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0940 San Jose Dr
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Elm Grove
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053122
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0n/a
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0n/a
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Wayne G Holt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01382525
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0National Christian Charitable Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011625 Rainwater Dr Ste 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Alpharetta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030009
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0none
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01382525
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01388533
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01388533
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01388533
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01388533
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01388533
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0The Holt Family Foundation was dissolved under the provisions of a Plan of Complete Liquidation and Dissolution adopted by the joint action of the Members and Directors on December 1, 2023. All assets entirely publicly traded securities were distributed on or before December 31, 2023, as disclosed herein. A certified electronic copy of the liquidation plan is attached to this efile final Form 990PF.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0723
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Dividend Receivable
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Management Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0233
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04901
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04901
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1388
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bookkeeping
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01000
TaxesSchedule/TaxesDetail/Amt074
TaxesSchedule/TaxesDetail/CategoryTxt0Section 4940e tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Holt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04143057250
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Holt Family Foundation Ltd
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0391714992
ReturnHeader/Filer/PhoneNum04143057250
ReturnHeader/Filer/USAddress/AddressLine1Txt05379 Mariners Cove Dr UNIT 512
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391777558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Corey A Pfaffe CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0672 Johnson Street Ste 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Watertown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053094
ReturnHeader/PreparerPersonGrp/PhoneNum09202617012
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Corey A Pfaffe
ReturnHeader/ReturnTs02024-06-12T04:24:01-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paul
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Holt
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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