Civic Intelligence

David and Lisa Holden Foundation

990PF • Fiscal year 2017 • EIN 73-1365278

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 13, 2018

4146 South Birmingham PlaceTulsa, OK 74105

(918) 742-3985

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Flat

$1,020

Flat from 2016

Net Assets

Flat

$1,020

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Flat

$0

Flat from 2016

Expenses

Flat

$0

Flat from 2016

Net Income

Flat

$0

Flat from 2016

Historical Trend

Balance Sheet Trend

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $560Liabilities 2011: $02011Assets 2012: $940Liabilities 2012: $02012Assets 2013: $6,170Liabilities 2013: $0Net Assets 2013: $6,1702013Assets 2014: $2,300Liabilities 2014: $0Net Assets 2014: $2,3002014Assets 2015: $1,020Liabilities 2015: $0Net Assets 2015: $1,0202015Assets 2016: $1,020Liabilities 2016: $0Net Assets 2016: $1,0202016Assets 2017: $1,020Liabilities 2017: $0Net Assets 2017: $1,0202017Assets 2018: $1,013Liabilities 2018: $0Net Assets 2018: $1,0132018Assets 2019: $1,000Liabilities 2019: $0Net Assets 2019: $1,0002019Assets 2020: $985Liabilities 2020: $0Net Assets 2020: $9852020Assets 2021: $985Liabilities 2021: $0Net Assets 2021: $9852021Assets 2022: $985Liabilities 2022: $0Net Assets 2022: $9852022Assets 2023: $985Liabilities 2023: $0Net Assets 2023: $9852023Assets 2024: $985Liabilities 2024: $0Net Assets 2024: $9852024

Highlighted filing

2017

Assets$1,020
Liabilities$0
Net Assets$1,020

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2011: $0Expenses 2011: $120Net Income 2011: -$1202011Revenue 2012: $1,000Expenses 2012: $620Net Income 2012: $3802012Revenue 2013: $8,500Expenses 2013: $3,270Net Income 2013: $5,2302013Revenue 2014: $0Expenses 2014: $3,870Net Income 2014: -$3,8702014Revenue 2015: $0Expenses 2015: $1,280Net Income 2015: -$1,2802015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $7Net Income 2018: -$72018Revenue 2019: $0Expenses 2019: $13Net Income 2019: -$132019Revenue 2020: $5,000Expenses 2020: $5,015Net Income 2020: -$152020Revenue 2021: $10,000Expenses 2021: $10,000Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2017

Revenue$0
Expenses$0
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 13, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David W HoldenTrustee-$0--
Lisa M HoldenTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David and Lisa Holden Foundation
EIN
73-1365278
Phone
9187423985
Address
4146 South Birmingham Place, Tulsa, OK 74105

Signing Officer

Name
David W Holden
Title
Trustee
Phone
9187423985
Signed
2018-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Linda C Williams CPA
Address
9330 S Lakewood Ave, Tulsa, OK 74137-4119
Preparer
Linda C Williams CPA
Phone
9185616115
Raw XML Appendix190 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/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09187423985
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03542
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David W Holden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09187423985
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David and Lisa Holden Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0731365278
ReturnHeader/Filer/PhoneNum09187423985
ReturnHeader/Filer/USAddress/AddressLine1Txt04146 South Birmingham Place
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271902591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Linda C Williams CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09330 S Lakewood Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741374119
ReturnHeader/PreparerPersonGrp/PhoneNum09185616115
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda C Williams CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-13T15:30:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$10.0$10.0$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$5.00$5.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$1.28$1.28
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.00$3.87$3.87
2013Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$8.50$3.27$5.23
2012Summary only. Only limited summary data is available for this year.$0.94$0.00$1.00$0.62$0.38
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$0.00$0.12$0.12