Civic Intelligence

The Hulitar Family Foundation

990PF • Fiscal year 2013 • EIN 46-6423993

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profile
515 N Flagler DriveRoom/Suite 170033401

(561) 659-3060

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

52nd percentile

$10,985

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

100th percentile

67051%

Faster asset growth than 100% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

100th percentile

67808%

Faster revenue growth than 100% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,357,532

Up $3,352,532 (+67051%) from 2012

Net Assets

$3,357,532

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Up

$3,395,395

Up $3,390,395 (+67808%) from 2012

Expenses

Up

$42,863

Up $42,863 from 2012

Net Income

Up

$3,352,532

Up $3,347,532 (+66951%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$30M$20M$10M$0Assets 2012: $5,000Liabilities 2012: $02012Assets 2013: $3,357,532Liabilities 2013: $0Net Assets 2013: $3,357,5322013Assets 2014: $3,716,848Liabilities 2014: $02014Assets 2015: $3,592,447Liabilities 2015: $02015Assets 2019: $3,222,533Liabilities 2019: $02019Assets 2020: $3,168,894Liabilities 2020: $0Net Assets 2020: $3,168,8942020Assets 2021: $28,988,594Liabilities 2021: $0Net Assets 2021: $28,988,5942021Assets 2022: $27,974,107Liabilities 2022: $0Net Assets 2022: $27,974,1072022Assets 2023: $26,778,124Liabilities 2023: $0Net Assets 2023: $26,778,1242023Assets 2024: $26,832,488Liabilities 2024: $0Net Assets 2024: $26,832,4882024

Highlighted filing

2013

Assets$3,357,532
Liabilities$0
Net Assets$3,357,532
Open 2013 Filing

Operations Trend

Revenue Growth100th percentile

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

$30M$20M$10M$0-$10MRevenue 2012: $5,000Expenses 2012: $0Net Income 2012: $5,0002012Revenue 2013: $3,395,395Expenses 2013: $42,863Net Income 2013: $3,352,5322013Revenue 2014: $590,336Expenses 2014: $231,020Net Income 2014: $359,3162014Revenue 2015: $190,969Expenses 2015: $315,393Net Income 2015: -$124,4242015Revenue 2019: $202,667Expenses 2019: $335,467Net Income 2019: -$132,8002019Revenue 2020: $350,472Expenses 2020: $404,111Net Income 2020: -$53,6392020Revenue 2021: $26,531,806Expenses 2021: $712,106Net Income 2021: $25,819,7002021Revenue 2022: $785,409Expenses 2022: $1,799,896Net Income 2022: -$1,014,4872022Revenue 2023: $944,067Expenses 2023: $2,140,050Net Income 2023: -$1,195,9832023Revenue 2024: $2,221,220Expenses 2024: $2,166,856Net Income 2024: $54,3642024

Highlighted filing

2013

Revenue$3,395,395
Expenses$42,863
Net Income$3,352,532
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD T HOLTTrustee-$10,985-$10,985
Filing and Contact Details

Filer

EIN
46-6423993
Phone
5616593060

Signing Officer

Name
Edward T Holt CPA
Title
Trustee
Phone
5616593060
Signed
2014-05-15

Preparer

Preparer
Edward T Holt
Phone
5616593060
Raw XML Appendix310 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/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01226
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127508
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01234
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0126282
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TRUST UI MARY P HULITAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10PO BOX 347
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0WEST PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode033402
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02947232
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt04447833
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-05-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03468
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHECK ORDER FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014443
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014443
TaxesSchedule/TaxesDetail/Amt0486
TaxesSchedule/TaxesDetail/Amt1850
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRATION OF FOUNDATION
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0486
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD T HOLT CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05616593060
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE HULITAR FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20EDWARD T HOLT TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HULI
ReturnHeader/Filer/EIN0466423993
ReturnHeader/Filer/PhoneNum05616593060
ReturnHeader/Filer/USAddress/AddressLine10515 N FLAGLER DRIVE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 1700
ReturnHeader/Filer/USAddress/City0WEST PALM BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10NOWLEN HOLT & MINER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10515 N FLAGLER DRIVE STE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0334014330
ReturnHeader/PreparerPersonGrp/PhoneNum05616593060
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD T HOLT
ReturnHeader/ReturnTs02014-05-15T10:34:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,357,532
Liabilities
$0
Net assets
$3,357,532
Revenue
$3,395,395
Expenses
$42,863
Net income
$3,352,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$2.22$2.17$0.05
2023Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$0.94$2.14$1.20
2022Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$0.79$1.80$1.01
2021Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$26.5$0.71$25.8
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.35$0.40$0.05
2019Summary only. Only limited summary data is available for this year.$3.22$0.00$0.20$0.34$0.13
2015Summary only. Only limited summary data is available for this year.$3.59$0.00$0.19$0.32$0.12
2014Summary only. Only limited summary data is available for this year.$3.72$0.00$0.59$0.23$0.36
2013Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$3.40$0.04$3.35
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.01