Civic Intelligence

Holton Family Foundation Inc

990PF • Fiscal year 2016 • EIN 68-0405252

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
Post Office Box 7111Carmel, CA 93921

(408) 395-4711

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.04x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

5th percentile

-183%

Higher net margin than 5% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

10th percentile

-15%

Faster asset growth than 10% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-72%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$655,723

Down $117,986 (-15%) from 2015

Net Assets

Down

$653,352

Down $120,357 (-16%) from 2015

Liabilities

Up

$2,371

Up $2,371 from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin5th percentile

Revenue

Down

$64,631

Down $168,178 (-72%) from 2015

Expenses

Down

$182,637

Down $421,145 (-70%) from 2015

Net Income

Up

-$118,006

Up $252,967 (+68%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,032,684Liabilities 2011: $0Net Assets 2011: $1,032,6842011Assets 2012: $1,051,072Liabilities 2012: $0Net Assets 2012: $1,051,0722012Assets 2013: $1,106,244Liabilities 2013: $0Net Assets 2013: $1,106,2442013Assets 2014: $1,191,096Liabilities 2014: $0Net Assets 2014: $1,191,0962014Assets 2015: $773,709Liabilities 2015: $0Net Assets 2015: $773,7092015Assets 2016: $655,723Liabilities 2016: $2,371Net Assets 2016: $653,3522016Assets 2017: $231,472Liabilities 2017: $2,371Net Assets 2017: $229,1012017Assets 2018: $2,318Liabilities 2018: $2,318Net Assets 2018: $02018Assets 2019: $1,733Liabilities 2019: $0Net Assets 2019: $1,7332019Assets 2020: $674,740Liabilities 2020: $0Net Assets 2020: $674,7402020Assets 2021: $268,487Liabilities 2021: $4,231Net Assets 2021: $264,2562021Assets 2022: $1,372,424Liabilities 2022: $1,354Net Assets 2022: $1,371,0702022Assets 2023: $1,387,051Liabilities 2023: $2,574Net Assets 2023: $1,384,4772023Assets 2024: $1,416,136Liabilities 2024: $0Net Assets 2024: $1,416,1362024

Highlighted filing

2016

Assets$655,723
Liabilities$2,371
Net Assets$653,352
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $129,0872011Expenses 2012: $34,6692012Revenue 2013: $87,271Expenses 2013: $32,099Net Income 2013: $55,1722013Revenue 2014: $87,854Expenses 2014: $3,012Net Income 2014: $84,8422014Revenue 2015: $232,809Expenses 2015: $603,782Net Income 2015: -$370,9732015Revenue 2016: $64,631Expenses 2016: $182,637Net Income 2016: -$118,0062016Revenue 2017: $243,322Expenses 2017: $667,574Net Income 2017: -$424,2522017Revenue 2018: $105,099Expenses 2018: $334,160Net Income 2018: -$229,0612018Revenue 2019: $10,873Expenses 2019: $2,513Net Income 2019: $8,3602019Revenue 2020: $670,843Expenses 2020: $2,204Net Income 2020: $668,6392020Revenue 2021: $158,725Expenses 2021: $609,351Net Income 2021: -$450,6262021Revenue 2022: $2,143,687Expenses 2022: $3,733Net Income 2022: $2,139,9542022Revenue 2023: $29,260Expenses 2023: $16,447Net Income 2023: $12,8132023Revenue 2024: $33,586Expenses 2024: $1,927Net Income 2024: $31,6592024

Highlighted filing

2016

Revenue$64,631
Expenses$182,637
Net Income-$118,006
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P HOLTONPresident-$0--
DAVID B PLYLERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Jws Foundation Inc
EIN
68-0405252
Phone
4083954711
Address
POST OFFICE BOX 7111, CARMEL, CA 93921

Signing Officer

Name
David B Plyler
Title
Treasurer
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Gullane Associates LLC
Address
154 VIDAL BLVD, DECATUR, GA 30030-2345
Preparer
Spencer T Knap CPA
Phone
4042819081
Raw XML Appendix257 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/TotalCorpusAmt0678999
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0552232
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02351
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0948
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt115021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1REIMBURSEMENT OF EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0474
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt17510
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0474
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt17511
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B PLYLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JWS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JWSF
ReturnHeader/Filer/EIN0680405252
ReturnHeader/Filer/PhoneNum04083954711
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 7111
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GULLANE ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0154 VIDAL BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DECATUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0300302345
ReturnHeader/PreparerPersonGrp/PhoneNum04042819081
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Spencer T Knap CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T12:04:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$655,723
Liabilities
$2,371
Net assets
$653,352
Revenue
$64,631
Expenses
$182,637
Net income
-$118,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.03$0.00$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.38$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$2.14$0.00$2.14
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.26$0.16$0.61$0.45
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.67$0.00$0.67
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.33$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.24$0.67$0.42
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.65$0.06$0.18$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.23$0.60$0.37
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.09$0.00$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.03$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.13