Civic Intelligence

The Hulitar Family Foundation

EIN 46-6423993 • West Palm Beach, FL

515 N Flagler Drive Rm/Ste 1700West Palm Beach, FL 33401
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

42nd percentile

2.4%

Higher net margin than 42% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$208,293

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

30th percentile

0.2%

Faster asset growth than 30% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

135%

Faster revenue growth than 91% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$26,832,488

Up $54,364 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$26,832,488

Up $54,364 (+0.2%) from 2023

Revenue

Up

$2,221,220

Up $1,277,153 (+135%) from 2023

Expenses

Up

$2,166,856

Up $26,806 (+1.3%) from 2023

Net Income

Up

$54,364

Up $1,250,347 (+105%) from 2023

Trend Graphs

Balance Sheet Trend

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

$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

2024

Assets$26,832,488
Liabilities$0
Net Assets$26,832,488

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$2,221,220
Expenses$2,166,856
Net Income$54,364

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 17, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD T HOLTTrustee-$208,293-$208,293
Filing and Contact Details

Filer

Filer Name
The Hulitar Family Foundation
EIN
46-6423993
Phone
5616593060
Address
515 N FLAGLER DRIVE RM/STE 1700, WEST PALM BEACH, FL 33401

Signing Officer

Name
Edward T Holt
Title
Trustee
Phone
5616593060
Signed
2025-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Nowlen Holt & Miner Pa
Address
515 N FLAGLER DRIVE STE 1700, WEST PALM BEACH, FL 33401-4330
Preparer
Edward T Holt CPA
Phone
5616593060
Raw XML Appendix361 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/Form990PFBalanceSheetsGrp/CashBOYAmt031573
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt015542
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt015546
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01113000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01113000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01113000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01088550
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01088550
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01088550
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt024148855
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt022784911
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt032718450
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt05900
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt08400
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt08400
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-2006247
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1951883
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0376057
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01809473
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01809473
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt026778124
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt026832488
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt036766031
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt026778124
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt026832488
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt026778124
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt026832488
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt036075151
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt019337
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt033854264
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0541127
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02201550
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01776701
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt035534024
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt036075151
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0208293
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD T HOLT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0515 N FLAGLER DRIVE SUITE 1700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WEST PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033401
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01656148
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01656148
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EDWARD T HOLT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0515 N FLAGLER DRIVE SUITE 1700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST PALM BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05616593060
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01600000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHARITABLE CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033480
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01600000
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/AppliedToCurrentYearAmt080084
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01576064
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01751137
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01656148
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01671053
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01576064
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01088550
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COIN COLLECTION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01088550
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01088550
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0152
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0297435
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0297435
TaxesSchedule/TaxesDetail/Amt011849
TaxesSchedule/TaxesDetail/Amt18377
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1IRS PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011849
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD T HOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05616593060
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HULITAR FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDWARD T HOLT TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HULI
ReturnHeader/Filer/EIN0466423993
ReturnHeader/Filer/PhoneNum05616593060
ReturnHeader/Filer/USAddress/AddressLine1Txt0515 N FLAGLER DRIVE RM/STE 1700
ReturnHeader/Filer/USAddress/CityNm0WEST PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592749772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOWLEN HOLT & MINER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0515 N FLAGLER DRIVE STE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334014330
ReturnHeader/PreparerPersonGrp/PhoneNum05616593060
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD T HOLT CPA
ReturnHeader/ReturnTs02025-05-08T11:07:19-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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