Civic Intelligence

Holton Family Foundation

990PF • Fiscal year 2015 • EIN 65-6451084

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 30, 2015

Organization Profile
9140 Corsea Del Fontana WayNaples, FL 34109

(239) 597-2010

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-13688%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

2.3%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$391,206

Down $49,688 (-11%) from 2014

Net Assets

Down

$391,206

Down $49,688 (-11%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Up

$363

Up $8 (+2.3%) from 2014

Expenses

Down

$50,051

Down $41,761 (-45%) from 2014

Net Income

Up

-$49,688

Up $41,769 (+46%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2015

Assets$391,206
Liabilities$0
Net Assets$391,206
Open 2015 Filing

Operations Trend

Revenue Growth54th percentile

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

2015

Revenue$363
Expenses$50,051
Net Income-$49,688
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 30, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON LIZ HOLTONGrantor & Trustee-$0--
LISA MCNAMARATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWELCOME HOME FOUNDATIONSUPPORT FOR YOUTH PROGRAMS-GILBERT, AZ, US$42,090
Filing and Contact Details

Filer

Filer Name
Holton Family Foundation
EIN
65-6451084
Phone
2395972010
Address
9140 CORSEA DEL FONTANA WAY, NAPLES, FL 34109

Signing Officer

Name
Donald Holton
Title
Trustee
Phone
2395972010
Signed
2015-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Hill Barth & King LLC
Address
3838 TAMIAMI TRAIL NORTH, NAPLES, FL 34103
Preparer
Ronald J Walther
Phone
2392632111
Raw XML Appendix285 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/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt060593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt033158
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0118646
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt060593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033158
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045658
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024895
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0118646
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093751
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04393
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04393
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD HOLTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02395972010
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLTON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0656451084
ReturnHeader/Filer/PhoneNum02395972010
ReturnHeader/Filer/USAddress/AddressLine1Txt09140 CORSEA DEL FONTANA WAY
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341897225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILL BARTH & KING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03838 TAMIAMI TRAIL NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034103
ReturnHeader/PreparerPersonGrp/PhoneNum02392632111
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD J WALTHER
ReturnHeader/ReturnTs02015-11-06T13:48:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$391,206
Liabilities
$0
Net assets
$391,206
Revenue
$363
Expenses
$50,051
Net income
-$49,688
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