Civic Intelligence

Bill Holmes Charitable Trust Co Susan Holmes CEO

990PF • Fiscal year 2021 • EIN 46-6717868

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

Organization Profile
2522 OId Mill WayAshland, OR 97520

(714) 287-8820

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

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

Liabilities / Revenue

30th percentile

0.00x

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

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

Net Margin

89th percentile

64%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

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

Asset Growth

57th percentile

9.9%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

80th percentile

79%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,525,151

Up $406,478 (+9.9%) from 2020

Net Assets

Up

$4,525,151

Up $406,478 (+9.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin89th percentile

Revenue

Up

$630,318

Up $278,894 (+79%) from 2020

Expenses

Down

$223,840

Down $133,161 (-37%) from 2020

Net Income

Up

$406,478

Up $412,055 (+7388%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2021

Assets$4,525,151
Liabilities$0
Net Assets$4,525,151
Open 2021 Filing

Operations Trend

Revenue Growth80th 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

2021

Revenue$630,318
Expenses$223,840
Net Income$406,478
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

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

Filer

Filer Name
Bill Holmes Charitable Trust
EIN
46-6717868
Phone
7142878820
Address
2522 OId Mill Way, Ashland, OR 97520

Signing Officer

Name
Susan Holmes
Title
CEO
Signed
2022-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Charles J McLucas Jr CPA
Address
903 Calle Amanecer Suite 230, San Clemente, CA 92673
Preparer
Charles J McLucas Jr
Phone
9499814452
Raw XML Appendix312 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/PersonNm0Susan Holmes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Feed Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support Kids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Feed and House Homeless
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Feed and support families
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Medical Research for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Support Childeren's education and care.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Care and education of Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Care and housing for Children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Care and housing for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Provide free surgery for Children with treatable disfigurements
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Orange County Rescue Mission
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10New York
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Santa Ana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Rancho Santa Fe
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892178
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd983711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1010006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1120090
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0357001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt049455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0510000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012602316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01000000
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013742612
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0223840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0357001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt049455
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0510000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012602316
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0223840
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0223840
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014518772
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Holmes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bill Holmes Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Susan Holmes
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0466717868
ReturnHeader/Filer/PhoneNum07142878820
ReturnHeader/Filer/USAddress/AddressLine1Txt02522 OId Mill Way
ReturnHeader/Filer/USAddress/CityNm0Ashland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097520
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680366197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles J McLucas Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0903 Calle Amanecer Suite 230
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/ReturnTs02022-05-06T06:09:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Holmes
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,525,151
Liabilities
$0
Net assets
$4,525,151
Revenue
$630,318
Expenses
$223,840
Net income
$406,478
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
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
Peer Organizations

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