Civic Intelligence

Holt Sherlin Charitable Foundation

EIN 56-2169714 • Raleigh, NC

PO Box 10430Raleigh, NC 27605
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

70%

Faster asset growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

28400%

Faster revenue growth than 100% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$0

Down $547 (-100%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Net Assets

Down

$0

Down $547 (-100%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin71st percentile

Revenue

Up

$1,996

Up $571 (+40%) from 2020

Expenses

Up

$2,543

Up $1,343 (+112%) from 2020

Net Income

Down

-$547

Down $772 (-343%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$30K$20K$10K$0Assets 2011: $1,471Liabilities 2011: $02011Assets 2012: $26,252Liabilities 2012: $02012Assets 2013: $20,358Liabilities 2013: $02013Assets 2014: $16,571Liabilities 2014: $02014Assets 2015: $18,084Liabilities 2015: $02015Assets 2018: $8,812Liabilities 2018: $0Net Assets 2018: $8,8122018Assets 2019: $322Liabilities 2019: $1Net Assets 2019: $3222019Assets 2020: $547Liabilities 2020: $1Net Assets 2020: $5472020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $3,501Expenses 2011: $3,184Net Income 2011: $3172011Revenue 2012: $30,008Expenses 2012: $5,227Net Income 2012: $24,7812012Revenue 2013: $6Expenses 2013: $5,900Net Income 2013: -$5,8942013Revenue 2014: $8Expenses 2014: $3,795Net Income 2014: -$3,7872014Revenue 2015: $5,008Expenses 2015: $3,495Net Income 2015: $1,5132015Revenue 2018: $12Expenses 2018: $3,800Net Income 2018: -$3,7882018Revenue 2019: $5Expenses 2019: $8,495Net Income 2019: -$8,4902019Revenue 2020: $1,425Expenses 2020: $1,200Net Income 2020: $2252020Revenue 2021: $1,996Expenses 2021: $2,543Net Income 2021: -$5472021

Highlighted filing

2021

Revenue$1,996
Expenses$2,543
Net Income-$547
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,996
Expenses
$2,543
Net income
-$547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.00$2.54$0.55
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.43$1.20$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.01$8.50$8.49
2018Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$0.01$3.80$3.79
2015Summary only. Only limited summary data is available for this year.$18.1$0.00$5.01$3.50$1.51
2014Summary only. Only limited summary data is available for this year.$16.6$0.00$0.01$3.80$3.79
2013Summary only. Only limited summary data is available for this year.$20.4$0.00$0.01$5.90$5.89
2012Summary only. Only limited summary data is available for this year.$26.3$0.00$30.0$5.23$24.8
2011Summary only. Only limited summary data is available for this year.$1.47$0.00$3.50$3.18$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 22, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C MARK HOLTPresident & Treasurer-$0--
DAVID L SHERLINVice-President & Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Holt Sherlin Charitable Foundation
EIN
56-2169714
In Care Of
% C MARK HOLT
Phone
9195820346
Address
PO BOX 10430, RALEIGH, NC 27605

Signing Officer

Name
C Mark Holt
Title
President/treasurer
Phone
9195820346
Signed
2022-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Lindsey Lindsey & Company Llp
Address
5811 GLENWOOD AVENUE - SUITE 200, RALEIGH, NC 27612
Preparer
Steven B Lindsey
Phone
9197878995
Raw XML Appendix223 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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