Roland & Ruby Holden Foundation

990PF • Fiscal year 2013 • EIN 42-1410022

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 11, 2013

Organization Profile

821 Forest Hill Drive52241

Siviq Scores

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

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

No value available

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

Source year 2013

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

-0.4%

Faster asset growth than 45% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$269,201

Down $1,215 (-0.4%) from 2012

Net Assets

$269,201

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$201,247

Down $1,226 (-0.6%) from 2012

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2013

Assets$269,201

Liabilities$0

Net Assets$269,201

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue-

Expenses$201,247

Net Income-

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Nov 11, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHARLES W ORR	Executive Director	-	$0	-	-
RUBY E HOLDEN	President & Director	-	$0	-	-
SUSAN H MCCURRY	Vice President & Director	-	$0	-	-
RONALD W HOLDEN	Director	-	$0	-	-
CURTIS L BLYTHE	Sec/Treas & Director	-	$0	-	-
MARY A BLYTHE	Director	-	$0	-	-
ARLENE HOLDEN	Director	-	$0	-	-
KAROL A HOLDEN	Director	-	$0	-	-
DAVID G MCCURRY	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	UNIVERSITY OF IOWA FOUNDATION	MEDICAL RESEARCH	PUBLIC CHARITY	IOWA CITY, IA, US	$200,000

Filing and Contact Details

Filer

EIN: 42-1410022

Raw XML Appendix357 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/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	CHARLES W ORR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	RUBY E HOLDEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	SUSAN H MCCURRY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	RONALD W HOLDEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	4	CURTIS L BLYTHE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	5	MARY A BLYTHE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	6	ARLENE HOLDEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	7	KAROL A HOLDEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	8	DAVID G MCCURRY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	EXECUTIVE DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	PRESIDENT & DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	VICE PRESIDENT & DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	3	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	4	SEC/TREAS & DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	5	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	6	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	7	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	8	DIRECTOR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	JUPITER
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	5	WILLIAMSBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	6	JUPITER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	7	RANCHO SANTA FE
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/ContributingManager	0	RUBY E HOLDEN
IRS990PF/SupplementaryInformation/ContributingManager	1	SUSAN H MCCURRY
IRS990PF/SupplementaryInformation/ContributingManager	2	RONALD W HOLDEN
IRS990PF/SupplementaryInformation/ContributingManager	3	CURTIS L BLYTHE
IRS990PF/SupplementaryInformation/ContributingManager	4	MARY A BLYTHE
IRS990PF/SupplementaryInformation/ContributingManager	5	ARLENE HOLDEN
IRS990PF/SupplementaryInformation/ContributingManager	6	KAROL A HOLDEN
IRS990PF/SupplementaryInformation/ContributingManager	7	DAVID G MCCURRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	200000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	UNIVERSITY OF IOWA FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	1 WEST PARK ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	IOWA CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	52242
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	200000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	13287
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	13287
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	184345
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	180493
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	179159
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	730710
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	186713
IRS990PF/UndistributedIncome/ExcessFromYear1	0	184345
IRS990PF/UndistributedIncome/ExcessFromYear2	0	180493
IRS990PF/UndistributedIncome/ExcessFromYear3	0	179159
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	200000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	186713
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	730710
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	543997
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	200000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	3101 GULF SHORE BLVD N PH3
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	NAPLES
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	FL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	34103
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	0	DAVID AND SUSAN MCCURRY
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	1
IRS990ScheduleB/ContributorInfo/PersonContributionType	0	X
IRS990ScheduleB/GeneralRule	0	X
IRS990ScheduleB/Organization501c3ExemptPF	0	X
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	807
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	807
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	421410022
ReturnHeader/Filer/Name/BusinessNameLine1	0	ROLAND & RUBY HOLDEN FOUNDATION CO CHARLES W ORR
ReturnHeader/Filer/NameControl	0	ROLA
ReturnHeader/Filer/Phone	0	3196880925
ReturnHeader/Filer/USAddress/AddressLine1	0	821 FOREST HILL DRIVE
ReturnHeader/Filer/USAddress/City	0	CORALVILLE
ReturnHeader/Filer/USAddress/State	0	IA
ReturnHeader/Filer/USAddress/ZIPCode	0	52241
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-11-11
ReturnHeader/Officer/Name	0	CHARLES W ORR
ReturnHeader/Officer/Phone	0	3196880925
ReturnHeader/Officer/Title	0	EXECUTIVE DIRECTOR
ReturnHeader/PreparerFirm/EIN	0	420714325
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	MCGLADREY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	221 THIRD AVENUE SE STE 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	CEDAR RAPIDS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	524011512
ReturnHeader/Preparer/Name	0	KAY HEGARTY
ReturnHeader/Preparer/Phone	0	3192985333
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-13T13:03:24-06:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $269,201
Liabilities: $0
Net assets: $269,201
Revenue: -
Expenses: $201,247
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$25.7	$0.00	$25.7	$1.78	$1.13	$0.65
2024Detailed filing. Detailed filing data is available for this year.	$24.5	$0.00	$24.5	$0.89	$1.16	$0.27
2023Detailed filing. Detailed filing data is available for this year.	$24.2	$0.00	$24.2	$0.62	$1.39	$0.78
2022Detailed filing. Detailed filing data is available for this year.	$24.4	$0.00	$24.4	$0.70	$1.33	$0.62
2021Detailed filing. Detailed filing data is available for this year.	$24.5	$0.00	$24.5	$0.58	$2.07	$1.50
2020Detailed filing. Detailed filing data is available for this year.	$25.5	$0.00	$25.5	$0.70	$1.84	$1.14
2019Detailed filing. Detailed filing data is available for this year.	$26.3	$0.00	$26.3	$0.78	$2.32	$1.55
2018Detailed filing. Detailed filing data is available for this year.	$27.5	$0.00	$27.5	$0.85	$2.39	$1.53
2017Detailed filing. Detailed filing data is available for this year.	$28.7	$0.00	$28.7	$0.69	$1.57	$0.88
2016Detailed filing. Detailed filing data is available for this year.	$29.4	$0.00	$29.4	$3.62	$1.57	$2.05
2015Detailed filing. Detailed filing data is available for this year.	$27.2	$0.00	$27.2	$28.6	$1.62	$27.0
2014Detailed filing. Detailed filing data is available for this year.	$0.12	$0.00	$0.12	$0.05	$0.20	$0.15
2013Detailed filing. Detailed filing data is available for this year.	$0.27	$0.00	$0.27		$0.20
2012Summary only. Only limited summary data is available for this year.	$0.27	$0.00		$0.10	$0.20	$0.10