Civic Intelligence

Bo H Holmgreen Foundation

990PF • Fiscal year 2019 • EIN 46-1569876

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization Profile
605 Devonhall LaneCary, NC 27518

(919) 678-9192

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.00x

Higher debt load relative to revenue than 85% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-182%

Higher net margin than 13% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Asset Growth

15th percentile

-7.6%

Faster asset growth than 15% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-40%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$3,089,017

Down $252,942 (-7.6%) from 2018

Net Assets

Down

$3,089,017

Down $252,942 (-7.6%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin13th percentile

Revenue

Down

$139,086

Down $94,467 (-40%) from 2018

Expenses

Down

$392,028

Down $224,827 (-36%) from 2018

Net Income

Up

-$252,942

Up $130,360 (+34%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,999,936Liabilities 2012: $02012Assets 2013: $3,241,365Liabilities 2013: $1Net Assets 2013: $3,241,3652013Assets 2014: $3,751,238Liabilities 2014: $02014Assets 2015: $3,879,955Liabilities 2015: $02015Assets 2016: $3,745,000Liabilities 2016: $0Net Assets 2016: $3,745,0002016Assets 2017: $3,725,261Liabilities 2017: $0Net Assets 2017: $3,725,2612017Assets 2018: $3,341,959Liabilities 2018: $0Net Assets 2018: $3,341,9592018Assets 2019: $3,089,017Liabilities 2019: $1Net Assets 2019: $3,089,0172019Assets 2020: $3,194,408Liabilities 2020: $1Net Assets 2020: $3,194,4082020Assets 2021: $3,283,123Liabilities 2021: $1Net Assets 2021: $3,283,1232021Assets 2022: $2,781,603Liabilities 2022: $47,223Net Assets 2022: $2,734,3802022Assets 2023: $2,739,368Liabilities 2023: $0Net Assets 2023: $2,739,3682023Assets 2024: $2,856,704Liabilities 2024: $0Net Assets 2024: $2,856,7042024

Highlighted filing

2019

Assets$3,089,017
Liabilities$1
Net Assets$3,089,017
Open 2019 Filing

Operations Trend

Revenue Growth27th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $2,999,936Expenses 2012: $0Net Income 2012: $2,999,9362012Revenue 2013: $241,932Expenses 2013: $503Net Income 2013: $241,4292013Revenue 2014: $699,495Expenses 2014: $189,622Net Income 2014: $509,8732014Revenue 2015: $348,183Expenses 2015: $219,466Net Income 2015: $128,7172015Revenue 2016: $66,975Expenses 2016: $201,930Net Income 2016: -$134,9552016Revenue 2017: $186,717Expenses 2017: $206,546Net Income 2017: -$19,8292017Revenue 2018: $233,553Expenses 2018: $616,855Net Income 2018: -$383,3022018Revenue 2019: $139,086Expenses 2019: $392,028Net Income 2019: -$252,9422019Revenue 2020: $122,520Expenses 2020: $17,129Net Income 2020: $105,3912020Revenue 2021: $189,753Expenses 2021: $101,038Net Income 2021: $88,7152021Revenue 2022: $349,351Expenses 2022: $898,094Net Income 2022: -$548,7432022Revenue 2023: $680,976Expenses 2023: $675,988Net Income 2023: $4,9882023Revenue 2024: $230,322Expenses 2024: $109,259Net Income 2024: $121,0632024

Highlighted filing

2019

Revenue$139,086
Expenses$392,028
Net Income-$252,942
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BO H HOLMGREENDirector-$0--
ELIZABETH M HOLMGREENDirector-$0--
TURID Z KAEHNYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Bo H Holmgreen Foundation
EIN
46-1569876
Phone
9196789192
Address
605 DEVONHALL LANE, CARY, NC 27518

Signing Officer

Name
Bo H Holmgreen
Title
Director
Phone
9196789192
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Hughes Pittman & Gupton Llp
Address
1500 SUNDAY DRIVE SUITE 300, RALEIGH, NC 27607
Preparer
Lawrence a Hamilton
Phone
9192325900
Raw XML Appendix342 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 CUMBERLAND DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027513
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TURID Z KAEHNY
IRS990PF/StatementsRegardingActyGrp/PhoneNum09194547599
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BO H HOLMGREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HUNGER-RELIEF AND SCHOLARSHIP ASSISTANCE ORGANIZATION CREATED TO FACILITATE THE RECYCLING OF WASTED HOSPITALITY FOOD IN UNDERDEVELOPED AREAS AND THE FUNDING OF SCHOLARSHIPS FOR IMPOVERISHED STUDENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHOLARS OF SUSTENANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0605 DEVONHALL LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027518
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0375000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0193108
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0193108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0182123
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0364015
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0181892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0182123
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0375000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0181892
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0364015
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0182123
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012932
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012932
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0BO H HOLMGREEN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0605 DEVONHALL LANE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CARY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd027518
TaxesSchedule/TaxesDetail/Amt01696
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01696
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BO H HOLMGREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09196789192
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BO H HOLMGREEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOHH
ReturnHeader/Filer/EIN0461569876
ReturnHeader/Filer/PhoneNum09196789192
ReturnHeader/Filer/USAddress/AddressLine1Txt0605 DEVONHALL LANE
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027518
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId061770A784BF2CE886462E26324E5C855D669DA54
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037062FBB646C994F12B104D0FAEF4789C0F1BF90
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.127.170
ReturnHeader/FilingSecurityInformation/IPDt02020-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:01:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561415202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUGHES PITTMAN & GUPTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 SUNDAY DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607
ReturnHeader/PreparerPersonGrp/PhoneNum09192325900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE A HAMILTON
ReturnHeader/ReturnTs02020-11-16T15:34:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,089,017
Liabilities
$1
Net assets
$3,089,017
Revenue
$139,086
Expenses
$392,028
Net income
-$252,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.23$0.11$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.68$0.68$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.78$0.05$2.73$0.35$0.90$0.55
2021Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.19$0.10$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.12$0.02$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.14$0.39$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.23$0.62$0.38
2017Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.19$0.21$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.07$0.20$0.13
2015Summary only. Only limited summary data is available for this year.$3.88$0.00$0.35$0.22$0.13
2014Summary only. Only limited summary data is available for this year.$3.75$0.00$0.70$0.19$0.51
2013Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.24$0.00$0.24
2012Summary only. Only limited summary data is available for this year.$3.00$0.00$3.00$0.00$3.00