Civic Intelligence

Holmes Brothers Family Trust

EIN 43-1179213 • 501(c)3 • Marquand, MO

Profile

Provide Education Scholarships

PO Box 55Marquand, MO 63655

n/A

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

56th percentile

0.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

-16%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$124,858

Up $968 (+0.8%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$124,858

Up $968 (+0.8%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$2,068

Down $396 (-16%) from 2024

Expenses

$1,100

No earlier filing loaded for comparison.

Net Income

$968

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$150K$100K$50K$0Assets 2012: $119,714Liabilities 2012: $02012Assets 2013: $119,816Liabilities 2013: $02013Assets 2014: $119,808Liabilities 2014: $02014Assets 2015: $118,846Liabilities 2015: $02015Assets 2016: $118,776Liabilities 2016: $02016Assets 2017: $119,466Liabilities 2017: $02017Assets 2018: $119,587Liabilities 2018: $02018Assets 2019: $120,252Liabilities 2019: $02019Assets 2020: $121,242Liabilities 2020: $02020Assets 2021: $121,081Liabilities 2021: $0Net Assets 2021: $121,0812021Assets 2022: $120,906Liabilities 2022: $0Net Assets 2022: $120,9062022Assets 2023: $121,426Net Assets 2023: $121,4262023Assets 2024: $123,890Net Assets 2024: $123,8902024Assets 2025: $124,858Net Assets 2025: $124,8582025

Highlighted filing

2025

Assets$124,858
Liabilities-
Net Assets$124,858
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

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

$3.0K$2.0K$1.0K$0-$1.0KRevenue 2012: $1,648Expenses 2012: $1,605Net Income 2012: $432012Revenue 2013: $1,172Expenses 2013: $1,070Net Income 2013: $1022013Revenue 2014: $1,038Expenses 2014: $1,046Net Income 2014: -$82014Revenue 2015: $833Expenses 2015: $1,795Net Income 2015: -$9622015Revenue 2016: $975Expenses 2016: $1,045Net Income 2016: -$702016Revenue 2017: $1,020Expenses 2017: $330Net Income 2017: $6902017Revenue 2018: $1,209Expenses 2018: $1,088Net Income 2018: $1212018Revenue 2019: $1,210Expenses 2019: $545Net Income 2019: $6652019Revenue 2020: $1,785Expenses 2020: $795Net Income 2020: $9902020Revenue 2021: $1,189Expenses 2021: $1,350Net Income 2021: -$1612021Revenue 2022: $695Expenses 2022: $870Net Income 2022: -$1752022Revenue 2023: $1,410Expenses 2023: $890Net Income 2023: $5202023Revenue 2024: $2,4642024Revenue 2025: $2,068Expenses 2025: $1,100Net Income 2025: $9682025

Highlighted filing

2025

Revenue$2,068
Expenses$1,100
Net Income$968
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,858
Liabilities
-
Net assets
$124,858
Revenue
$2,068
Expenses
$1,100
Net income
$968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.02$0.01$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.01$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.01$0.01$0.00
2020Summary only. Only limited summary data is available for this year.$1.21$0.00$0.02$0.01$0.01
2019Summary only. Only limited summary data is available for this year.$1.20$0.00$0.01$0.01$0.01
2018Summary only. Only limited summary data is available for this year.$1.20$0.00$0.01$0.01$0.00
2017Summary only. Only limited summary data is available for this year.$1.19$0.00$0.01$0.00$0.01
2016Summary only. Only limited summary data is available for this year.$1.19$0.00$0.01$0.01$0.00
2015Summary only. Only limited summary data is available for this year.$1.19$0.00$0.01$0.02$0.01
2014Summary only. Only limited summary data is available for this year.$1.20$0.00$0.01$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$1.20$0.00$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$0.02$0.02$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jan 13, 2026
Return Version
2024v5.2
Gross Receipts
$2,068
Mission and Program Overview

Mission

Provide Education Scholarships

Program Services

DescriptionGrantsExpenses
Provide education scholarships to college students in various health care fields.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denny WardChairman-$0--
Angela SoudenDirector-$0--
Chadd StarkeyDirector-$0--
Brenda JenkinsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Holmes Brothers Family Trust
EIN
43-1179213
Phone
5735616279
Address
PO Box 55, Marquand, MO 63655

Signing Officer

Name
Denny Ward
Title
Director
Signed
2026-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Philip E Pierce CPA LLC
Address
121 East Main St, Fredericktown, MO 63645
Preparer
Philip E Pierce
Phone
5737838633
Supplemental Narrative

Additional Explanations

Statement Note 1

“Note: fair market value of Virtus High Yield Fund A at 5/31/24 was $ 9,649.13 for 2,525.95 shares.”

Raw XML Appendix116 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Denny Ward
IRS990EZ/BooksInCareOfDetail/PhoneNum05735616279
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 55
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Marquand
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0123890
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0124858
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0968
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0123890
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0124858
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02068
IRS990EZ/InvestmentIncomeAmt02068
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123890
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0124858
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0123890
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0124858
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Denny Ward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angela Souden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chadd Starkey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brenda Jenkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Education Scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide education scholarships to college students in various health care fields.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01100
IRS990EZ/TotalRevenueAmt02068
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Note: fair market value of Virtus High Yield Fund A at 5/31/24 was $ 9,649.13 for 2,525.95 shares.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Statement Note 1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Denny Ward
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holmes Brothers Family Trust
ReturnHeader/Filer/BusinessNameControlTxt0HOLM
ReturnHeader/Filer/EIN0431179213
ReturnHeader/Filer/PhoneNum05735616279
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 55
ReturnHeader/Filer/USAddress/CityNm0Marquand
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063655
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352739702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Philip E Pierce CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 East Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fredericktown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063645
ReturnHeader/PreparerPersonGrp/PhoneNum05737838633
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Philip E Pierce
ReturnHeader/ReturnTs02026-01-13T09:49:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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