Civic Intelligence

Holy Family Foundation for the Aged

EIN 54-1252930 • 501(c)3 • Richmond, VA

Profile

ASSISTANCE TO AGED POOR

1313 Grove AvenueRichmond, VA 23220

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

37th percentile

-1.4%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

5.1%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$544,340

Down $905 (-0.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$544,340

Down $905 (-0.2%) from 2024

Revenue

Up

$83,117

Up $3,997 (+5.1%) from 2024

Expenses

Down

$84,270

Down $41,028 (-33%) from 2024

Net Income

Up

-$1,153

Up $45,025 (+98%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $606,421Liabilities 2011: $0Net Assets 2011: $606,4212011Assets 2012: $597,461Liabilities 2012: $0Net Assets 2012: $597,4612012Assets 2013: $661,408Liabilities 2013: $0Net Assets 2013: $661,4082013Assets 2014: $687,972Liabilities 2014: $0Net Assets 2014: $687,9722014Assets 2015: $733,297Liabilities 2015: $0Net Assets 2015: $733,2972015Assets 2016: $715,176Liabilities 2016: $0Net Assets 2016: $715,1762016Assets 2017: $739,475Liabilities 2017: $0Net Assets 2017: $739,4752017Assets 2018: $718,837Liabilities 2018: $0Net Assets 2018: $718,8372018Assets 2019: $719,418Liabilities 2019: $0Net Assets 2019: $719,4182019Assets 2020: $732,159Liabilities 2020: $0Net Assets 2020: $732,1592020Assets 2022: $683,189Liabilities 2022: $0Net Assets 2022: $683,1892022Assets 2023: $591,423Liabilities 2023: $0Net Assets 2023: $591,4232023Assets 2024: $545,245Liabilities 2024: $0Net Assets 2024: $545,2452024Assets 2025: $544,340Liabilities 2025: $0Net Assets 2025: $544,3402025

Highlighted filing

2025

Assets$544,340
Liabilities$0
Net Assets$544,340

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $56,022Expenses 2011: $30,368Net Income 2011: $25,6542011Revenue 2012: $46,857Expenses 2012: $55,817Net Income 2012: -$8,9602012Revenue 2013: $88,339Expenses 2013: $24,392Net Income 2013: $63,9472013Revenue 2014: $64,203Expenses 2014: $37,639Net Income 2014: $26,5642014Revenue 2015: $73,051Expenses 2015: $27,726Net Income 2015: $45,3252015Revenue 2016: $14,698Expenses 2016: $26,234Net Income 2016: -$11,5362016Revenue 2017: $54,045Expenses 2017: $29,746Net Income 2017: $24,2992017Revenue 2018: $17,501Expenses 2018: $38,139Net Income 2018: -$20,6382018Revenue 2019: $29,696Expenses 2019: $29,115Net Income 2019: $5812019Revenue 2020: $26,999Expenses 2020: $14,258Net Income 2020: $12,7412020Revenue 2022: $64,694Expenses 2022: $120,907Net Income 2022: -$56,2132022Revenue 2023: $113,056Expenses 2023: $204,822Net Income 2023: -$91,7662023Revenue 2024: $79,120Expenses 2024: $125,298Net Income 2024: -$46,1782024Revenue 2025: $83,117Expenses 2025: $84,270Net Income 2025: -$1,1532025

Highlighted filing

2025

Revenue$83,117
Expenses$84,270
Net Income-$1,153

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.83$0.84$0.01
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.00$5.45$0.79$1.25$0.46
2023Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$1.13$2.05$0.92
2022Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.65$1.21$0.56
2020Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.27$0.14$0.13
2019Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.30$0.29$0.01
2018Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.18$0.38$0.21
2017Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.54$0.30$0.24
2016Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.15$0.26$0.12
2015Summary only. Only limited summary data is available for this year.$7.33$0.00$7.33$0.73$0.28$0.45
2014Summary only. Only limited summary data is available for this year.$6.88$0.00$6.88$0.64$0.38$0.27
2013Summary only. Only limited summary data is available for this year.$6.61$0.00$6.61$0.88$0.24$0.64
2012Summary only. Only limited summary data is available for this year.$5.97$0.00$5.97$0.47$0.56$0.09
2011Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$0.56$0.30$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Dec 1, 2025
Return Version
2024v5.2
Gross Receipts
$156,815
Mission and Program Overview

Mission

ASSISTANCE TO AGED POOR

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$545,245$544,340▼ $905
Investments in Publicly Traded Securities$530,058$516,393▼ $13,665
Savings and Temporary Cash Investments$15,187$27,947▲ $12,760
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$545,245$544,340▼ $905
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$545,245$544,340▼ $905
Total Liabilities and Net Assets / Fund Balance$545,245$544,340▼ $905
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$83,117
Other Revenue
$0
Change in Net Assets
$-1,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$79,219
Other Expenses$5,051
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$79,219--$79,219
Fees for Service Investment Mgmnt Fees-$4,968-$4,968
Other Expenses-$5-$5
Total Functional Expenses$79,219$5,051$0$84,270
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Francis HomeRichmond, VA-Program Expense$79,219
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

P. Bradley nott, jr. And bradley nott are father/sondavid plageman and charles plageman are related

Form 990, Part VI, Section A, Line 6

The organization is made up of members who support the charitable goals of the foundation.

Form 990, Part VI, Section A, Line 7A

Members of the organization elect officers and directors.

Form 990, Part VI, Section A, Line 7B

The board presents recommendations to the members for approval.

Form 990, Part VI, Section B, Line 11B

Trustee members review 990 for accuracy

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Holy Family Foundation for the Aged
EIN
54-1252930
Phone
8047522200
Address
1313 GROVE AVENUE, RICHMOND, VA 23220

Signing Officer

Name
Charles F Plageman
Title
Treasurer
Signed
2025-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles F Plageman
Formed
1999
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Financial Accounting Services LTD
Address
2250 E Parham Rd, Richmond, VA 23228
Preparer
Matthew O Puccinelli
Phone
8042647070
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Class action claim = $248

Raw XML AppendixShowing 400 of 408 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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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0545245
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0544340
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015187
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027947
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATIONS SUPPORTED ARE CHOSEN BASED ON ABILITY TO HELP THE AGED POOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1KEPT IN CLOSE CONTACT WITH PERSONNEL AT SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2MONETARY SUPPORT TO HELP THE AGED POOR TO LITTLE SISTERS OF THE POOR & ST. FRANCIS HOME.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3SUPPORTED ORGANIZATIONS ALSO PROVIDE SUPPORT FOR THE AGED POOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 1: Description Of How Supported Organizations Are Desigated
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV, Section E, Line 2b: Reasons For The Organization's Position
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0541819325
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt079219
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST FRANCIS HOME
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt079219
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt079219
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM EXPENSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST FRANCIS HOME
IRS990ScheduleI/RecipientTable/RecipientEIN0541819325
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt065 W CLOPTON ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd023225
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0P. BRADLEY NOTT, JR. AND BRADLEY NOTT ARE FATHER/SONDAVID PLAGEMAN AND CHARLES PLAGEMAN ARE RELATED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS MADE UP OF MEMBERS WHO SUPPORT THE CHARITABLE GOALS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE ORGANIZATION ELECT OFFICERS AND DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD PRESENTS RECOMMENDATIONS TO THE MEMBERS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEE MEMBERS REVIEW 990 FOR ACCURACY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLASS ACTION CLAIM = $248
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0545245
IRS990/TotalAssetsEOYAmt0544340
IRS990/TotalAssetsGrp/BOYAmt0545245
IRS990/TotalAssetsGrp/EOYAmt0544340
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05051
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt079219
IRS990/TotalFunctionalExpensesGrp/TotalAmt084270
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0545245
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0544340
IRS990/TotalProgramServiceExpensesAmt079219
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020745
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt062372
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt083117
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0545245
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0544340
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01313 GROVE AVENUE
IRS990/USAddress/CityNm0RICHMOND
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023220
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES F PLAGEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLY FAMILY FOUNDATION FOR THE AGED
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0541252930
ReturnHeader/Filer/PhoneNum08047522200
ReturnHeader/Filer/USAddress/AddressLine1Txt01313 GROVE AVENUE
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023220
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541205155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial Accounting Services LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02250 E Parham Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Richmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA

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