Civic Intelligence

Bi-Lo Holdings Foundation Inc

EIN 59-0995428 • Jacksonville, FL

5050 Edgewood CourtJacksonville, FL 32254
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

92nd percentile

47%

Faster asset growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

32%

Faster revenue growth than 75% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,819,637

Up $903,040 (+47%) from 2023

Liabilities

Down

$0

Down $228,777 (-100%) from 2023

Net Assets

Up

$2,819,637

Up $1,131,817 (+67%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin76th percentile

Revenue

Up

$4,152,286

Up $1,017,682 (+32%) from 2023

Expenses

Down

$3,020,469

Down $125,697 (-4.0%) from 2023

Net Income

Up

$1,131,817

Up $1,143,379 (+9889%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,284,943Liabilities 2011: $374,5542011Assets 2012: $1,438,037Liabilities 2012: $02012Assets 2013: $843,762Liabilities 2013: $02013Assets 2014: $455,687Liabilities 2014: $0Net Assets 2014: $455,6872014Assets 2015: $1,275,691Liabilities 2015: $0Net Assets 2015: $1,275,6912015Assets 2016: $973,883Liabilities 2016: $0Net Assets 2016: $973,8832016Assets 2017: $1,113,705Liabilities 2017: $0Net Assets 2017: $1,113,7052017Assets 2018: $2,097,136Liabilities 2018: $0Net Assets 2018: $2,097,1362018Assets 2019: $3,067,715Liabilities 2019: $43,529Net Assets 2019: $3,024,1862019Assets 2020: $2,634,991Liabilities 2020: $0Net Assets 2020: $2,634,9912020Assets 2021: $2,862,094Liabilities 2021: $10,000Net Assets 2021: $2,852,0942021Assets 2022: $1,809,382Liabilities 2022: $110,000Net Assets 2022: $1,699,3822022Assets 2023: $1,916,597Liabilities 2023: $228,777Net Assets 2023: $1,687,8202023Assets 2024: $2,819,637Liabilities 2024: $0Net Assets 2024: $2,819,6372024

Highlighted filing

2024

Assets$2,819,637
Liabilities$0
Net Assets$2,819,637
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,248,824Expenses 2011: $1,105,104Net Income 2011: $143,7202011Revenue 2012: $1,723,000Expenses 2012: $1,195,352Net Income 2012: $527,6482012Revenue 2013: $3,641,534Expenses 2013: $4,235,809Net Income 2013: -$594,2752013Revenue 2014: $3,201,070Expenses 2014: $3,589,145Net Income 2014: -$388,0752014Revenue 2015: $2,972,570Expenses 2015: $2,152,566Net Income 2015: $820,0042015Revenue 2016: $44,399Expenses 2016: $346,207Net Income 2016: -$301,8082016Revenue 2017: $2,336,951Expenses 2017: $2,195,149Net Income 2017: $141,8022017Revenue 2018: $2,373,605Expenses 2018: $1,390,174Net Income 2018: $983,4312018Revenue 2019: $2,704,881Expenses 2019: $1,777,831Net Income 2019: $927,0502019Revenue 2020: $2,622,418Expenses 2020: $2,845,813Net Income 2020: -$223,3952020Revenue 2021: $2,008,433Expenses 2021: $1,791,330Net Income 2021: $217,1032021Revenue 2022: $2,147,643Expenses 2022: $3,300,355Net Income 2022: -$1,152,7122022Revenue 2023: $3,134,604Expenses 2023: $3,146,166Net Income 2023: -$11,5622023Revenue 2024: $4,152,286Expenses 2024: $3,020,469Net Income 2024: $1,131,8172024

Highlighted filing

2024

Revenue$4,152,286
Expenses$3,020,469
Net Income$1,131,817
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,819,637
Liabilities
$0
Net assets
$2,819,637
Revenue
$4,152,286
Expenses
$3,020,469
Net income
$1,131,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$4.15$3.02$1.13
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.23$1.69$3.13$3.15$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.11$1.70$2.15$3.30$1.15
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$2.01$1.79$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$2.62$2.85$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.07$0.04$3.02$2.70$1.78$0.93
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$2.37$1.39$0.98
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$2.34$2.20$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.35$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$2.97$2.15$0.82
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$3.20$3.59$0.39
2013Summary only. Only limited summary data is available for this year.$0.84$0.00$3.64$4.24$0.59
2012Summary only. Only limited summary data is available for this year.$1.44$0.00$1.72$1.20$0.53
2011Summary only. Only limited summary data is available for this year.$1.28$0.37$1.25$1.11$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
-Vice President-$0--
-V.P. & Secretary-$0--
-Treasurer (Former)-$0--
-V.P. & Asst Treasurer (Former)-$0--
Filing and Contact Details

Filer

Filer Name
BI-LO Holdings Foundation Inc
EIN
59-0995428
Phone
9047835000
Address
5050 Edgewood Court, Jacksonville, FL 32254

Signing Officer

Name
Raymond Rhee
Title
President
Phone
9047835000
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Raw XML AppendixShowing 400 of 3,254 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Raymond Rhee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Meredith Hurley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2M Sandlin Grimm
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt3Kenneth Jones
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt4Amy Pierce
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2V.P. & Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer (Former)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4V.P. & Asst Treasurer (Former)
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THERE ARE FORMAL GUIDELINES AND AN APPLICATION PROCESS FOR GRANTS. THE ORIGINAL AND PAPER CLIPPED COPES OF THE FOLLOWING MUST BE SUBMITTED: 1.) GRANT APPLICATION 2.) BOARD LIST 3.) GRANT PROPOSAL NARRATIVE 4.) IF ANOTHER PROGRAM, A PROGRESS REPORT MUST BE SUBMITTED AS PART OF THEIR NEW GRANT PROPOSAL 5.) ONE COPY OF THE IRS 501(C)(3) LETTER DETERMINING TAX-EXEMPT STATUS. THE APPLICATION FOR GRANT FUNDING AND THE INSTRUCTIONS FOR THE GRANT PROPOSAL NARRATIVE ARE ATTACHED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Meredith Hurley
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09047835000
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION'S OBJECTIVE IS TO CONDUCT, OPERATE AND CARRY ON ACTIVITIES TO BENEFIT ONLY PEOPLE IN THE STATES OF ALABAMA, FLORIDA, GEORGIA, LOUISIANA AND MISSISSIPPI. THE FOUNDATION MAKES GRANTS TO ONLY LOCAL NON-PROFIT 501(C)(3) ORGANIZATIONS IN THOSE AREAS WHICH FOCUS ON HUNGER, WOMEN AND CHILDREN, HEALTH AND EDUCATION INITIATIVES. THE FOUNDATION MAY PUT RESOURCES INTO PROJECTS OF ITS OWN CREATION. IN MAKING GRANT DECISIONS, THE FOUNDATION SEEKS TO SUPPORT INITIATIVES THAT FOSTER SIGNIFICANT VALUE WHICH LASTS BEYOND THE FUNDING PERIOD. THE FOUNDATION WILL NOT CONSIDER REQUESTS FOR MULTI-YEAR COMMITMENTS, CAPITAL CAMPAIGNS OR GENERAL OPERATING SUPPORT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0REQUESTS FOR GIFTS ARE ACCEPTED THROUGHT THE YEAR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Disaster Relief - Operational Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Hunger Relief - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Hunger Relief - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17Hunger Relief - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19Hunger Relief - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Hunger Relief - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22Hunger Relief - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Military/Veterans - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26Hunger Relief - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Romay Davis - Operational Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47Hunger Relief - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt48Hunger Relief - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt49Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt50Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt51Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt53Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt54Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt55Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt56Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt57Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt58Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt59Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt60Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt61Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt62Romay Davis - Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0904WARD Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Diabetes Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2American Red Cross Northeast Florida

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