Civic Intelligence

The Holt Labor Library

990PF • Fiscal year 2018 • EIN 77-0279585

May 01, 2017 to Apr 30, 2018 • Filed on Sep 20, 2018

4444 Geary Blvd Suite 207San Francisco, CA 94118

(415) 387-5700

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

37th percentile

-2.3%

Higher net margin than 37% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

37th percentile

-4.0%

Faster asset growth than 37% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

0.7%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$53,647

Down $2,252 (-4.0%) from 2017

Net Assets

Down

$53,647

Down $2,252 (-4.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$96,646

Up $646 (+0.7%) from 2017

Expenses

Down

$98,898

Down $5,875 (-5.6%) from 2017

Net Income

Up

-$2,252

Up $6,521 (+74%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $41,814Liabilities 2011: $2,3102011Assets 2012: $40,496Liabilities 2012: $02012Assets 2013: $44,135Liabilities 2013: $02013Assets 2014: $58,029Liabilities 2014: $02014Assets 2015: $60,259Liabilities 2015: $1Net Assets 2015: $60,2592015Assets 2016: $59,051Liabilities 2016: $1Net Assets 2016: $59,0512016Assets 2017: $55,899Liabilities 2017: $0Net Assets 2017: $55,8992017Assets 2018: $53,647Liabilities 2018: $0Net Assets 2018: $53,6472018Assets 2019: $52,916Liabilities 2019: $0Net Assets 2019: $52,9162019

Highlighted filing

2018

Assets$53,647
Liabilities$0
Net Assets$53,647

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $55,693Expenses 2011: $40,946Net Income 2011: $14,7472011Revenue 2012: $116,490Expenses 2012: $109,834Net Income 2012: $6,6562012Revenue 2013: $96,823Expenses 2013: $93,184Net Income 2013: $3,6392013Revenue 2014: $106,146Expenses 2014: $92,251Net Income 2014: $13,8952014Revenue 2015: $96,100Expenses 2015: $93,870Net Income 2015: $2,2302015Revenue 2016: $97,400Expenses 2016: $98,607Net Income 2016: -$1,2072016Revenue 2017: $96,000Expenses 2017: $104,773Net Income 2017: -$8,7732017Revenue 2018: $96,646Expenses 2018: $98,898Net Income 2018: -$2,2522018Revenue 2019: $96,100Expenses 2019: $96,831Net Income 2019: -$7312019

Highlighted filing

2018

Revenue$96,646
Expenses$98,898
Net Income-$2,252
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Sep 20, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK R HOLTCEO-$0--
DONALD H READSecretary-$0--
DAVID WALTERSCOO-$0--
ALAN W HOLTCFO-$0--
MARTIN GOODMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Holt Labor Library
EIN
77-0279585
Phone
4153875700
Address
4444 GEARY BLVD SUITE 207, SAN FRANCISCO, CA 94118

Signing Officer

Name
David Walters
Title
COO
Phone
4153875700
Signed
2018-09-20
Discuss with paid preparer
Yes

Preparer

Firm
April Mc Mahon EA
Address
PO BOX 6527, Albany, CA 94706-0527
Preparer
April Mcmahon
Phone
5105282312
Raw XML AppendixShowing 400 of 438 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/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt059051
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt060259
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0103853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0103853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt098913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt097517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt092470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt090362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt091100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt01.994910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt01.81819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt01.74468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt01.70722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt02.02592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt02.67855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt052059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt054402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt055894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt054164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt044603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt034011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt098488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt09.974550
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt098488
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt0142
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt098346
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt098488
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04444 GEARY BLVD STE 207
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0941183013
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID WALTERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum04153875700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.holtlibrary.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OWNING AND OPERATING A LIBRARY PRIMARILY DEDICATED TO THEHISTORY AND DEVELOPMENT OF THE LABOR MOVEMENT WITHIN THEU.S.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt098346
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0FREDERICK R HOLT
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FR HOLT REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02544 CLAY STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0941151811
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt096000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0173861
LandEtcSchedule2/LandEtcGrp/BookValueAmt01716
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0175577
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01716
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04106
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04106
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE - FTB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEE - REGISTRY OF CHARIT. TR.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE - WORKERS COMP.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE - LIABILITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INSURANCE - OFFICERS & DIRECTORS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6INTERNET & PHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9PAYROLL SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10PUBLICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12DOMAIN NAME REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13INFORMATIONAL SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt094
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31278
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4950
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt51196
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61857
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt791
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt827
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt92572
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10309
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1130
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12266
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt131134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt094
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31278
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51196
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61857
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt791
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt827
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt92572
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10309
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1130

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