Civic Intelligence

Holton Family Foundation

EIN 65-6451084 • Naples, FL

9140 Corsea del Fontana WayNaples, FL 34109-4397
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

40th percentile

0.2%

Faster asset growth than 40% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,048,332

Up $1,639 (+0.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$1,048,332

Up $1,639 (+0.2%) from 2022

Operations
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

Down

$3,463

Down $997,210 (-100%) from 2022

Expenses

Down

$140

Down $100,857 (-100%) from 2022

Net Income

Down

$3,323

Down $896,353 (-100%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $584,047Liabilities 2012: $02012Assets 2013: $532,351Liabilities 2013: $02013Assets 2014: $440,894Liabilities 2014: $0Net Assets 2014: $440,8942014Assets 2015: $391,206Liabilities 2015: $0Net Assets 2015: $391,2062015Assets 2016: $254,917Liabilities 2016: $0Net Assets 2016: $254,9172016Assets 2021: $147,317Liabilities 2021: $0Net Assets 2021: $147,3172021Assets 2022: $1,046,693Liabilities 2022: $0Net Assets 2022: $1,046,6932022Assets 2023: $1,048,332Liabilities 2023: $0Net Assets 2023: $1,048,3322023

Highlighted filing

2023

Assets$1,048,332
Liabilities$0
Net Assets$1,048,332
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $78,847Expenses 2012: $25,013Net Income 2012: $53,8342012Revenue 2013: $163Expenses 2013: $51,859Net Income 2013: -$51,6962013Revenue 2014: $355Expenses 2014: $91,812Net Income 2014: -$91,4572014Revenue 2015: $363Expenses 2015: $50,051Net Income 2015: -$49,6882015Revenue 2016: $333Expenses 2016: $136,622Net Income 2016: -$136,2892016Revenue 2021: $336Expenses 2021: $6,407Net Income 2021: -$6,0712021Revenue 2022: $1,000,673Expenses 2022: $100,997Net Income 2022: $899,6762022Revenue 2023: $3,463Expenses 2023: $140Net Income 2023: $3,3232023

Highlighted filing

2023

Revenue$3,463
Expenses$140
Net Income$3,323
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,048,332
Liabilities
$0
Net assets
$1,048,332
Revenue
$3,463
Expenses
$140
Net income
$3,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.00$0.10$0.90
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.00$0.14$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.00$0.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.00$0.09$0.09
2013Summary only. Only limited summary data is available for this year.$0.53$0.00$0.00$0.05$0.05
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.08$0.03$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD I HOLTONGrantor TrusteePT$0--
ELIZABETH HOLTONGrantor TrusteePT$0--
LISA MCNAMARATrustee-$0--
PELLUMB KABASHIAdministratorPT$0--
Filing and Contact Details

Filer

Filer Name
Holton Family Foundation
EIN
65-6451084
In Care Of
% Pellumb Kabashi
Phone
2395972010
Address
9140 Corsea del Fontana Way, Naples, FL 34109-4397

Signing Officer

Name
Pellumb Kabashi
Title
Administrator
Phone
2395972010
Signed
2024-05-14
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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/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Naples
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0341094397
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Pellumb Kabashi
IRS990PF/StatementsRegardingActyGrp/PhoneNum02395972010
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Please write or call to obtain an application
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HOLTON FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02395972010
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09140 Corsea del Fontana Way
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Naples
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034109
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NA Each application is reviewed on its own merit
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Submissions accepted throughout the year
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DONALD I HOLTON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELIZABETH HOLTON
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt066716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt083995
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt066716
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017279
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0111980
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111980
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt052180
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0140
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PELLUMB KABASHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Administrator
ReturnHeader/BusinessOfficerGrp/PhoneNum02395972010
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holton Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0656451084
ReturnHeader/Filer/InCareOfNm0% Pellumb Kabashi
ReturnHeader/Filer/PhoneNum02395972010
ReturnHeader/Filer/USAddress/AddressLine1Txt09140 Corsea del Fontana Way
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0341094397
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02024-05-14T17:48:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PELLUMB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KABASHI
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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