Civic Intelligence

Bill Holmes Charitable Trust Co Susan Holmes CEO

990PF • Fiscal year 2017 • EIN 46-6717868

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 16, 2018

Organization Profile
1441 Marrow Road UnitMedford, OR 97504

(714) 287-8820

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

7th percentile

-57%

Higher net margin than 7% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

1st percentile

-53%

Faster asset growth than 1% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

843%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$4,005,992

Down $4,555,000 (-53%) from 2016

Net Assets

Down

$4,005,992

Down $4,555,000 (-53%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin7th percentile

Revenue

Up

$8,047,316

Up $7,194,338 (+843%) from 2016

Expenses

Up

$12,602,316

Up $11,547,487 (+1095%) from 2016

Net Income

Down

-$4,555,000

Down $4,353,149 (-2157%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2017

Assets$4,005,992
Liabilities$0
Net Assets$4,005,992
Open 2017 Filing

Operations Trend

Revenue Growth98th 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

2017

Revenue$8,047,316
Expenses$12,602,316
Net Income-$4,555,000
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 16, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill HolmesCEOPT$0--
Filing and Contact Details

Filer

Filer Name
Bill Holmes Charitable Trust
EIN
46-6717868
Phone
7142878820
Address
1441 Marrow Road Unit, Medford, OR 97504

Signing Officer

Name
Bill Holmes
Title
Trustee
Signed
2018-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Charles J McLucas Jr CPA
Address
3 Via Zamora, San Clemente, CA 92673
Preparer
Charles J McLucas Jr
Phone
9499814452
Raw XML Appendix333 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Bill Holmes
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Care and support for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Help Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Feed and House Homeless
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General use for the CHOC Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Feed and support families
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Medical Research for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Support Childeren's education and care.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Care and education of Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Care and housing for Children.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Palmer Home for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3St Joseph's Indian School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Orange County Rescue Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CHOC Childrens Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Share Our Selves
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7St Jude's Childrens Research Hospit
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Barium Springs Home for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Happy Hill Farm for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11San Pasqual Academy
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06401 Lyons Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1333 N Meridian
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 746
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4One Hope Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5455 S Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61550 Superior Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7501 St Judes Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8100 DAR Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9P O Box 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt103846 N Highway 144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO Box 181407
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO Box 4594
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Coconut Creek
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Oklahoma City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Chamberlin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Tustin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Orange
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Costa Mesa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Crossnore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Barium Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Granbury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Coronado
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Bosie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033073
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd239703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd357325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492782
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592868
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd738105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd828616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd928010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1076048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1192178
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1283711
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012602316
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01000000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0605000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014207316
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012602316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01000000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0605000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012602316
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012602316
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014207316
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01605000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Bill Holmes
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01441 Marrow Road Apt 409
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Medford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0975044683
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07691118
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Holmes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bill Holmes Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0466717868
ReturnHeader/Filer/PhoneNum07142878820
ReturnHeader/Filer/USAddress/AddressLine1Txt01441 Marrow Road Unit
ReturnHeader/Filer/USAddress/CityNm0Medford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097504
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680366197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles J McLucas Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 Via Zamora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Clemente
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092673
ReturnHeader/PreparerPersonGrp/PhoneNum09499814452
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles J McLucas Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-16T10:41:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,005,992
Liabilities
$0
Net assets
$4,005,992
Revenue
$8,047,316
Expenses
$12,602,316
Net income
-$4,555,000
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
2017Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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