Civic Intelligence

Bill Holmes Charitable Trust Co Susan Holmes CEO

990PF • Fiscal year 2023 • EIN 46-6717868

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 07, 2024

Organization Profile
6913 Desert Wren LaneNorth Las Vegas, NV 89084

(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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

44th percentile

0.6%

Higher net margin than 44% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

0.0%

Faster asset growth than 41% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,774,446

Up $932 (+0.0%) from 2022

Net Assets

Up

$4,774,446

Up $932 (+0.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin44th percentile

Revenue

Down

$161,449

Down $372,163 (-70%) from 2022

Expenses

Down

$160,517

Down $124,732 (-44%) from 2022

Net Income

Down

$932

Down $247,431 (-100%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2023

Assets$4,774,446
Liabilities$0
Net Assets$4,774,446
Open 2023 Filing

Operations Trend

Revenue Growth5th 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

2023

Revenue$161,449
Expenses$160,517
Net Income$932
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 7, 2024
Return Version
2023v4.0
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
6913 Desert Wren Lane, North Las Vegas, NV 89084

Signing Officer

Name
Susan Holmes
Title
CEO
Signed
2024-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Bourque & Associates Inc
Address
5151 California Avenue Suite 100, Irvine, CA 92617
Preparer
Charles J Mclucas Jr
Phone
9498257036
Raw XML Appendix264 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/GrantOrContributionPurposeTxt0Support Childeren's education and care.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Care and education of Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Care and housing for Children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Where most needed
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Where most needed for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Where most needed for Children's education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6To support and assist children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Support of Children's programs.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Support of Children's program.
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0223840
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0357001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt049455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0510000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0510000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01076062
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0160517
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0285249
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0223840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0357001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt049455
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0160517
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0160517
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01586062
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01425545
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Holmes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-07
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/AddressLine1Txt06913 Desert Wren Lane
ReturnHeader/Filer/USAddress/CityNm0North Las Vegas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089084
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465329594
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bourque & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 California Avenue Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092617
ReturnHeader/PreparerPersonGrp/PhoneNum09498257036
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES J MCLUCAS JR
ReturnHeader/ReturnTs02024-03-07T16:43:22-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Holmes
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,774,446
Liabilities
$0
Net assets
$4,774,446
Revenue
$161,449
Expenses
$160,517
Net income
$932
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
2023Detailed filing. Detailed filing data is available for this year.$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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