Civic Intelligence

Holthues Trust

990PF • Fiscal year 2023 • EIN 42-1466786

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

304 Iowa AvenueMuscatine, IA 52761

(563) 264-1500

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

40th percentile

2.1%

Faster asset growth than 40% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$25,214,808

Up $523,864 (+2.1%) from 2022

Net Assets

Up

$25,214,808

Up $523,864 (+2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$2,491,616

Up $438,428 (+21%) from 2022

Expenses

Down

$1,967,752

Down $32,040 (-1.6%) from 2022

Net Income

Up

$523,864

Up $470,468 (+881%) from 2022

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $20,342,966Liabilities 2010: $0Net Assets 2010: $20,342,9662010Assets 2011: $20,059,526Liabilities 2011: $0Net Assets 2011: $20,059,5262011Assets 2012: $19,778,674Liabilities 2012: $0Net Assets 2012: $19,778,6742012Assets 2013: $20,360,015Liabilities 2013: $0Net Assets 2013: $20,360,0152013Assets 2014: $20,761,478Liabilities 2014: $0Net Assets 2014: $20,761,4782014Assets 2015: $20,985,846Liabilities 2015: $0Net Assets 2015: $20,985,8462015Assets 2016: $21,049,432Liabilities 2016: $0Net Assets 2016: $21,049,4322016Assets 2017: $21,275,184Liabilities 2017: $0Net Assets 2017: $21,275,1842017Assets 2018: $21,715,088Liabilities 2018: $0Net Assets 2018: $21,715,0882018Assets 2019: $22,244,997Liabilities 2019: $0Net Assets 2019: $22,244,9972019Assets 2020: $22,886,855Liabilities 2020: $0Net Assets 2020: $22,886,8552020Assets 2021: $24,637,548Liabilities 2021: $0Net Assets 2021: $24,637,5482021Assets 2022: $24,690,944Liabilities 2022: $0Net Assets 2022: $24,690,9442022Assets 2023: $25,214,808Liabilities 2023: $0Net Assets 2023: $25,214,8082023Assets 2024: $26,567,154Liabilities 2024: $0Net Assets 2024: $26,567,1542024

Highlighted filing

2023

Assets$25,214,808
Liabilities$0
Net Assets$25,214,808

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $806,3272010Expenses 2011: $986,0702011Expenses 2012: $1,139,1332012Revenue 2013: $1,727,596Expenses 2013: $1,146,255Net Income 2013: $581,3412013Revenue 2014: $1,622,126Expenses 2014: $1,220,663Net Income 2014: $401,4632014Revenue 2015: $1,714,547Expenses 2015: $1,490,179Net Income 2015: $224,3682015Revenue 2016: $1,584,430Expenses 2016: $1,520,844Net Income 2016: $63,5862016Revenue 2017: $1,704,020Expenses 2017: $1,478,268Net Income 2017: $225,7522017Revenue 2018: $2,088,607Expenses 2018: $1,648,703Net Income 2018: $439,9042018Revenue 2019: $2,357,081Expenses 2019: $1,827,172Net Income 2019: $529,9092019Revenue 2020: $2,685,899Expenses 2020: $2,044,041Net Income 2020: $641,8582020Revenue 2021: $3,848,224Expenses 2021: $2,097,531Net Income 2021: $1,750,6932021Revenue 2022: $2,053,188Expenses 2022: $1,999,792Net Income 2022: $53,3962022Revenue 2023: $2,491,616Expenses 2023: $1,967,752Net Income 2023: $523,8642023Revenue 2024: $3,518,121Expenses 2024: $2,165,775Net Income 2024: $1,352,3462024

Highlighted filing

2023

Revenue$2,491,616
Expenses$1,967,752
Net Income$523,864
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph H StanleyPresident-$0--
Elizabeth ShriverVice President/Director-$0--
Cassie BatzkielTreasurer-$0--
Erin GouldSecretary-$0--
Lincoln StanleyDirector-$0--
Brian HansonDirector-$0--
Catherine ElliotDirector-$0--
Filing and Contact Details

Filer

Filer Name
Holthues Trust
EIN
42-1466786
Phone
5632641500
Address
304 Iowa Avenue, Muscatine, IA 52761

Signing Officer

Name
Cassie Batzkiel
Title
Treasurer
Phone
5632641500
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
1545 Associates Dr Ste 101, Dubuque, IA 52002-2299
Preparer
Carmen Krantz CPA
Phone
5635561790
Raw XML AppendixShowing 400 of 822 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/PersonNm0Joseph H Stanley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Elizabeth Shriver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Cassie Batzkiel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Erin Gould
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Lincoln Stanley
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Catherine Elliot
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5390000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Abolish Slavery Network
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Congressional Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Strengthening the Bulletin's Communication Capacity to Build a Larger Audience and Create a Safer More Secure Planet
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13UnityPoint Mulberry Health Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14International Human Rights for People with Disabilities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Work in the State of Iowa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17Simmons Center for Global Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Let's End it Now: Fighting Prisoner Rape in the US and South Africa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33Domestic Violence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35Advocacy and Outreach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36Ocean Conservation Research Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38Operating
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43Unrestricted-no spending requirement
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47Unrestricted-no spending requirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt48Equity Justice Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt49Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt50Center for Story and Witness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt51General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt53Girls' Education in Remote Villages in Senegal & Kenya
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Abolish Slavery Network March On Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Agate Housing and Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2All Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3American Indian Family Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Appetite for Change
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Aspen Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Benton Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7The Boulevard of Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Bulletin of the Atomic Scientists
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Bur Oak Land Trust
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Chicago Project on Security and Threats
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Center for Victims of Torture
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Children of Vietnam
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Community Foundation of Greater Muscatine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Disability Rights International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Environmental Law and Policy Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Friends of the Boundary Waters Wilderness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Global Philanthropy Partnership
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Hero Women Rising
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Houses Into Homes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20Housing Opportunities for Women
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21Immigrant Law Center of MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22Iowa Natural Heritage Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23Iowa Natural Heritage Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24Kliptown Youth Program (One World Childrens Fund)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25Just Detention International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26Land Stewardship Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27Latin America Working Group Education Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28Medill School Global Journalist Safe Harbor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29Middle Eastern Immigration and Refugee Advocacy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30MN Center for Environmental Advocacy (MCEA)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31MN Center for Environmental Advocacy (MCEA)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32MN Coalition Against Sexual Assault
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33Muscatine Center for Social Action
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34Muscatine Symphony Orchestra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35Nonviolent Peaceforce

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$3.52$2.17$1.35
2023Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$2.49$1.97$0.52
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$2.05$2.00$0.05
2021Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$3.85$2.10$1.75
2020Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$2.69$2.04$0.64
2019Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$2.36$1.83$0.53
2018Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$2.09$1.65$0.44
2017Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$1.70$1.48$0.23
2016Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$1.58$1.52$0.06
2015Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$1.71$1.49$0.22
2014Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$1.62$1.22$0.40
2013Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$1.73$1.15$0.58
2012Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$1.14
2011Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$0.99
2010Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$0.81
Peer Organizations

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