Civic Intelligence

Bill Holmes Charitable Trust Co Susan Holmes CEO

990PF • Fiscal year 2014 • EIN 46-6717868

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 15, 2015

Organization Profile
6555 East Circulo DaliAnaheim, CA 92807

(951) 924-0022

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

68th percentile

0.34x

Higher debt load relative to revenue than 68% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

9th percentile

-42%

Higher net margin than 9% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

3rd percentile

-24%

Faster asset growth than 3% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-12%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$9,516,130

Down $2,967,836 (-24%) from 2013

Net Assets

$9,043,694

No earlier filing loaded for comparison.

Liabilities

Down

$472,436

Down $2,383,669 (-83%) from 2013

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin9th percentile

Revenue

Down

$1,385,546

Down $185,054 (-12%) from 2013

Expenses

Up

$1,969,713

Up $646,987 (+49%) from 2013

Net Income

Down

-$584,167

Down $832,041 (-336%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$15M$10M$5.0M$0Assets 2013: $12,483,966Liabilities 2013: $2,856,1052013Assets 2014: $9,516,130Liabilities 2014: $472,436Net Assets 2014: $9,043,6942014Assets 2015: $8,762,843Liabilities 2015: $0Net Assets 2015: $8,762,8432015Assets 2016: $8,560,992Liabilities 2016: $0Net Assets 2016: $8,560,9922016Assets 2017: $4,005,992Liabilities 2017: $0Net Assets 2017: $4,005,9922017Assets 2018: $3,680,183Liabilities 2018: $0Net Assets 2018: $3,680,1832018Assets 2019: $4,124,250Liabilities 2019: $0Net Assets 2019: $4,124,2502019Assets 2020: $4,118,673Liabilities 2020: $0Net Assets 2020: $4,118,6732020Assets 2021: $4,525,151Liabilities 2021: $0Net Assets 2021: $4,525,1512021Assets 2022: $4,773,514Liabilities 2022: $0Net Assets 2022: $4,773,5142022Assets 2023: $4,774,446Liabilities 2023: $0Net Assets 2023: $4,774,4462023Assets 2024: $6,987,240Liabilities 2024: $0Net Assets 2024: $6,987,2402024

Highlighted filing

2014

Assets$9,516,130
Liabilities$472,436
Net Assets$9,043,694
Open 2014 Filing

Operations Trend

Revenue Growth20th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2013: $1,570,600Expenses 2013: $1,322,726Net Income 2013: $247,8742013Revenue 2014: $1,385,546Expenses 2014: $1,969,713Net Income 2014: -$584,1672014Revenue 2015: $343,753Expenses 2015: $624,604Net Income 2015: -$280,8512015Revenue 2016: $852,978Expenses 2016: $1,054,829Net Income 2016: -$201,8512016Revenue 2017: $8,047,316Expenses 2017: $12,602,316Net Income 2017: -$4,555,0002017Revenue 2018: $184,191Expenses 2018: $510,000Net Income 2018: -$325,8092018Revenue 2019: $496,197Expenses 2019: $52,130Net Income 2019: $444,0672019Revenue 2020: $351,424Expenses 2020: $357,001Net Income 2020: -$5,5772020Revenue 2021: $630,318Expenses 2021: $223,840Net Income 2021: $406,4782021Revenue 2022: $533,612Expenses 2022: $285,249Net Income 2022: $248,3632022Revenue 2023: $161,449Expenses 2023: $160,517Net Income 2023: $9322023Revenue 2024: $187,160Expenses 2024: $248,164Net Income 2024: -$61,0042024

Highlighted filing

2014

Revenue$1,385,546
Expenses$1,969,713
Net Income-$584,167
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILBUR R HOLMESTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Bill Holmes Charitable Trust
EIN
46-6717868
Phone
9519240022
Address
6555 EAST CIRCULO DALI, ANAHEIM, CA 92807

Signing Officer

Name
Wilbur Holmes
Title
Trustee
Signed
2015-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Kathy S Leung CPA
Address
4675 MacArthur Court Suite 670, Newport Beach, CA 92660
Preparer
Kathy S Leung CPA
Phone
9497520383
Raw XML AppendixShowing 400 of 584 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE GRANT FOR THE HEALTH AND MEDICAL BENEFIT OF CHILDREN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE GRANT FOR THE HEALTH AND MEDCIAL BENEFIT OF CHILDREN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE GRANT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE GRANT FOR THE EDUCATION AND BENEFIT OF CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE GRANT FOR THE BENEFIT OF CHILDREN AND SINGLE PARENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14CHARITABLE GRANT FOR THE EDUCATION OF CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15CHARITABLE GRANT FOR HOMELESS SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16CHARITABLE GRANT FOR THE BENEFIT OF MEDICAL TREATMENT FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17CHARITABLE GRANT FOR FEEDING THE CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18CHARITABLE GRANT FOR CARING THE CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19CHARITABLE GRANT FOR CLEAN WATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20CHARITABLE GRANT FOR THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21CHARITABLE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHILDREN'S HOSPITAL OF ORANGE COUNT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CROSSNORE SCHOOL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ST JUDES CHILDEN RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3PALMER HOME FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4HAPPY HILL FARM CHILDREN'S HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5BARIUM SPRINGS HOME FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6CHILDREN'S VILLAGE OF SONOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7SAN PASQUAL ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8ORANGEWOOD CHILDREN'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9SHARE OURSELVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10THINK TOGETHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11HUMAN OPTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12COMMUNITY ACTION PARTNERSHIP OF OC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13FOOD FOR THE POOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14ST JOSEPH INDIAN SCHOOL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,516,130
Liabilities
$472,436
Net assets
$9,043,694
Revenue
$1,385,546
Expenses
$1,969,713
Net income
-$584,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.00$6.99$0.19$0.25$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.00$4.77$0.16$0.16$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.53$0.29$0.25
2021Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.63$0.22$0.41
2020Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.35$0.36$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.50$0.05$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.18$0.51$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$8.05$12.6$4.56
2016Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.85$1.05$0.20
2015Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.34$0.62$0.28
2014Detailed filing. Detailed filing data is available for this year.$9.52$0.47$9.04$1.39$1.97$0.58
2013Summary only. Only limited summary data is available for this year.$12.5$2.86$1.57$1.32$0.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $5M-$10M nonprofits