Civic Intelligence

Bo H Holmgreen Foundation

990PF • Fiscal year 2021 • EIN 46-1569876

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 11, 2023

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

81st percentile

0.00x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.00x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Net Margin

65th percentile

47%

Higher net margin than 65% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

99th percentile

$81,701

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 43.1% of source-year revenue.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Asset Growth

46th percentile

2.8%

Faster asset growth than 46% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

55%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$3,283,123

Up $88,715 (+2.8%) from 2020

Net Assets

Up

$3,283,123

Up $88,715 (+2.8%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin65th percentile

Revenue

Up

$189,753

Up $67,233 (+55%) from 2020

Expenses

Up

$101,038

Up $83,909 (+490%) from 2020

Net Income

Down

$88,715

Down $16,676 (-16%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2021

Assets$3,283,123
Liabilities$1
Net Assets$3,283,123
Open 2021 Filing

Operations Trend

Revenue Growth53rd 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

2021

Revenue$189,753
Expenses$101,038
Net Income$88,715
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 11, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TURID Z KAEHNYDirector-$81,701-$81,701
BO H HOLMGREENDirector-$0--
ELIZABETH M HOLMGREENDirector-$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
2023-01-11
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 Appendix292 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0233233
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0173269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0173269
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0173269
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0173269
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt059964
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011204
TaxesSchedule/TaxesDetail/Amt01883
TaxesSchedule/TaxesDetail/Amt16250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01883
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16250
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BO H HOLMGREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09196789192
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-11
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/ReturnTs02023-01-26T17:28:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLMGREEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,283,123
Liabilities
$1
Net assets
$3,283,123
Revenue
$189,753
Expenses
$101,038
Net income
$88,715
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