Civic Intelligence

Holt Sherlin Charitable Foundation

990PF • Fiscal year 2019 • EIN 56-2169714

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 21, 2020

Organization Profile
P O Box 10430Raleigh, NC 27605

(919) 745-8600

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.20x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-169800%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-96%

Faster asset growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-58%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$322

Down $8,490 (-96%) from 2018

Net Assets

Down

$322

Down $8,490 (-96%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin1st percentile

Revenue

Down

$5

Down $7 (-58%) from 2018

Expenses

Up

$8,495

Up $4,695 (+124%) from 2018

Net Income

Down

-$8,490

Down $4,702 (-124%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$322
Liabilities$1
Net Assets$322
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$5
Expenses$8,495
Net Income-$8,490
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 21, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
9197458600
Address
P O BOX 10430, RALEIGH, NC 27605

Signing Officer

Name
C Mark Holt
Title
President/treasurer
Phone
9197458600
Signed
2020-02-21
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 Appendix277 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt0168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02869
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02869
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020048
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03269
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02629
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08495
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08327
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022917
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014590
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C MARK HOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09197458600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLT SHERLIN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0562169714
ReturnHeader/Filer/InCareOfNm0% C MARK HOLT
ReturnHeader/Filer/PhoneNum09197458600
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 10430
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSEY LINDSEY & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05811 GLENWOOD AVENUE - SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027612
ReturnHeader/PreparerPersonGrp/PhoneNum09197878995
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN B LINDSEY
ReturnHeader/ReturnTs02020-02-28T04:58:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$322
Liabilities
$1
Net assets
$322
Revenue
$5
Expenses
$8,495
Net income
-$8,490
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