Civic Intelligence

The B Holman Foundation

990PF • Fiscal year 2017 • EIN 75-2910322

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

12001 N Central Expy 600Dallas, TX 75243

(214) 361-1400

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

45th percentile

1.2%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

89th percentile

82%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Assets

Up

$2,632,234

Up $63,924 (+2.5%) from 2015

Net Assets

Up

$2,632,234

Up $63,924 (+2.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$447,361

Up $312,400 (+231%) from 2015

Expenses

Up

$365,130

Up $93,613 (+34%) from 2015

Net Income

Up

$82,231

Up $218,787 (+160%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,197,185Liabilities 2011: $02011Assets 2012: $2,991,428Liabilities 2012: $02012Assets 2013: $2,923,454Liabilities 2013: $02013Assets 2014: $2,705,689Liabilities 2014: $0Net Assets 2014: $2,705,6892014Assets 2015: $2,568,310Liabilities 2015: $0Net Assets 2015: $2,568,3102015Assets 2017: $2,632,234Liabilities 2017: $0Net Assets 2017: $2,632,2342017Assets 2018: $2,545,695Liabilities 2018: $0Net Assets 2018: $2,545,6952018Assets 2019: $2,342,843Liabilities 2019: $0Net Assets 2019: $2,342,8432019Assets 2020: $2,059,044Liabilities 2020: $0Net Assets 2020: $2,058,6442020Assets 2021: $2,127,535Liabilities 2021: $0Net Assets 2021: $2,127,5352021Assets 2022: $1,833,775Liabilities 2022: $0Net Assets 2022: $1,833,7752022Assets 2023: $1,454,634Liabilities 2023: $0Net Assets 2023: $1,454,6342023Assets 2024: $1,346,373Liabilities 2024: $0Net Assets 2024: $1,346,3732024

Highlighted filing

2017

Assets$2,632,234
Liabilities$0
Net Assets$2,632,234

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $104,521Expenses 2011: $135,980Net Income 2011: -$31,4592011Revenue 2012: -$43,005Expenses 2012: $163,813Net Income 2012: -$206,8182012Revenue 2013: $179,733Expenses 2013: $245,802Net Income 2013: -$66,0692013Revenue 2014: $58,909Expenses 2014: $274,747Net Income 2014: -$215,8382014Revenue 2015: $134,961Expenses 2015: $271,517Net Income 2015: -$136,5562015Revenue 2017: $447,361Expenses 2017: $365,130Net Income 2017: $82,2312017Revenue 2018: $276,608Expenses 2018: $359,064Net Income 2018: -$82,4562018Revenue 2019: $181,560Expenses 2019: $382,072Net Income 2019: -$200,5122019Revenue 2020: $114,531Expenses 2020: $397,345Net Income 2020: -$282,8142020Revenue 2021: $543,341Expenses 2021: $473,779Net Income 2021: $69,5622021Revenue 2022: $222,838Expenses 2022: $509,619Net Income 2022: -$286,7812022Revenue 2023: $211,598Expenses 2023: $588,421Net Income 2023: -$376,8232023Revenue 2024: $682,858Expenses 2024: $787,578Net Income 2024: -$104,7202024

Highlighted filing

2017

Revenue$447,361
Expenses$365,130
Net Income$82,231
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANIE MEANSDirector-$0--
MARY M BRINEGARDirector-$0--
SUZANNE NASHDirector-$0--
DEE MILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The B Holman Foundation
EIN
75-2910322
Phone
2143611400
Address
12001 N CENTRAL EXPY 600, DALLAS, TX 75243

Signing Officer

Name
Suzanne Nash
Title
Director
Phone
2143611400
Signed
2018-11-14

Preparer

Firm
Ablon and Company Pllc
Address
12001 N CENTRAL EXPY STE 600, DALLAS, TX 75243
Preparer
Michael Magers
Phone
2143611400
Raw XML Appendix363 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6OPERATING FUNDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DALLAS ARBORETUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HIGHLAND PK UNITED METHOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COMMUNITAS INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SPCA OF TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5KIRBY-HILL HOUSE MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ROWLETT FIRST UNITED METHODIST CHUR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHAR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18617 GARLAND RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32221 E ARAPAHOE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42400 LONE STAR DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5800 S REDWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64405 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 3338
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CENTENNIAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5KOUNTZE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ROWLETT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675088
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0149361
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0149361
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0114274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt066969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt062076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031167
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0448225
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0173739
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0114274
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt066969
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt062076
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031167
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0323100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0173739
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0448225
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0274486
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02401
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX, PRIOR YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MGT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DIRECTOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt034652
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034652
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1400
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt022956
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt18271
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt214102
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt022956
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18271
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt214102
TaxesSchedule/TaxesDetail/Amt01878
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01878
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE NASH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02143611400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE B HOLMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BHOL
ReturnHeader/Filer/EIN0752910322
ReturnHeader/Filer/PhoneNum02143611400
ReturnHeader/Filer/USAddress/AddressLine1Txt012001 N CENTRAL EXPY 600
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075243
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B127C88B2506AD17E92D167ECAED930397B035A5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D829ADCE6B49F6919A337D6365F5BD504E6C588B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.203.179.22
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:14:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752689864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABLON AND COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012001 N CENTRAL EXPY STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075243
ReturnHeader/PreparerPersonGrp/PhoneNum02143611400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MAGERS
ReturnHeader/ReturnTs02018-11-15T12:14:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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