Civic Intelligence

Holt Sherlin Charitable Foundation

990PF • Fiscal year 2020 • EIN 56-2169714

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 31, 2021

Organization Profile
PO Box 10430Raleigh, NC 27605

(919) 582-0346

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

87th percentile

70%

Faster asset growth than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

28400%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$547

Up $225 (+70%) from 2019

Net Assets

Up

$547

Up $225 (+70%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin66th percentile

Revenue

Up

$1,425

Up $1,420 (+28400%) from 2019

Expenses

Down

$1,200

Down $7,295 (-86%) from 2019

Net Income

Up

$225

Up $8,715 (+103%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th 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: $0Net Assets 2020: $5472020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$547
Liabilities$0
Net Assets$547
Open 2020 Filing

Operations Trend

Revenue Growth100th 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

2020

Revenue$1,425
Expenses$1,200
Net Income$225
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 31, 2021
Return Version
2020v4.1
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
9195820346
Address
PO BOX 10430, RALEIGH, NC 27605

Signing Officer

Name
C Mark Holt
Title
President/treasurer
Phone
9195820346
Signed
2021-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Lindsey Lindsey & Company Llp
Address
5811 GLENWOOD AVENUE - SUITE 200, RALEIGH, NC 27612
Phone
9197878995
Raw XML Appendix220 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0213
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & TREASURER
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01200
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01200
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0C MARK HOLT
IRS990PF/StatementsRegardingActyGrp/PhoneNum09195820346
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01510 E 7TH STREET
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02629
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02629
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018608
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03269
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0887
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0300
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C MARK HOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195820346
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLT SHERLIN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0562169714
ReturnHeader/Filer/InCareOfNm0% C MARK HOLT
ReturnHeader/Filer/PhoneNum09195820346
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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/PreparationDt02021-10-27
ReturnHeader/ReturnTs02021-11-04T06:03:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0C MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$547
Liabilities
$0
Net assets
$547
Revenue
$1,425
Expenses
$1,200
Net income
$225
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