Civic Intelligence

Bo H Holmgreen Foundation

990PF • Fiscal year 2020 • EIN 46-1569876

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

84th percentile

0.00x

Higher debt load relative to assets than 84% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Net Margin

87th percentile

86%

Higher net margin than 87% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Asset Growth

65th percentile

3.4%

Faster asset growth than 65% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-12%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$3,194,408

Up $105,391 (+3.4%) from 2019

Net Assets

Up

$3,194,408

Up $105,391 (+3.4%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin87th percentile

Revenue

Down

$122,520

Down $16,566 (-12%) from 2019

Expenses

Down

$17,129

Down $374,899 (-96%) from 2019

Net Income

Up

$105,391

Up $358,333 (+142%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2020

Assets$3,194,408
Liabilities$1
Net Assets$3,194,408
Open 2020 Filing

Operations Trend

Revenue Growth43rd 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

2020

Revenue$122,520
Expenses$17,129
Net Income$105,391
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th 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
2021-11-15
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 Appendix313 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/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0190746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0190746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0181892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0182123
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0190746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0173269
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0173269
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0173269
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0364015
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012802
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0605 DEVONHALL LANE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CARY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd027518
TaxesSchedule/TaxesDetail/Amt01527
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01527
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BO H HOLMGREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09196789192
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/ReturnTs02021-11-15T21:33:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLMGREEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,194,408
Liabilities
$1
Net assets
$3,194,408
Revenue
$122,520
Expenses
$17,129
Net income
$105,391
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