Civic Intelligence

The Holt Labor Library

990PF • Fiscal year 2019 • EIN 77-0279585

May 01, 2018 to Apr 30, 2019 • Filed on Jul 12, 2019

643 Parkview CirclePacifica, CA 94044

(650) 892-9273

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

40th percentile

-0.8%

Higher net margin than 40% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

-0.6%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$52,916

Down $731 (-1.4%) from 2018

Net Assets

Down

$52,916

Down $731 (-1.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$96,100

Down $546 (-0.6%) from 2018

Expenses

Down

$96,831

Down $2,067 (-2.1%) from 2018

Net Income

Up

-$731

Up $1,521 (+68%) from 2018

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

2019

Assets$52,916
Liabilities$0
Net Assets$52,916

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

2019

Revenue$96,100
Expenses$96,831
Net Income-$731
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Jul 12, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

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

Filer

Filer Name
The Holt Labor Library
EIN
77-0279585
Phone
6508929273
Address
643 PARKVIEW CIRCLE, PACIFICA, CA 94044

Signing Officer

Name
David Walters
Title
COO
Signed
2019-07-12
Discuss with paid preparer
Yes

Preparer

Firm
April Mc Mahon EA
Address
PO BOX 6527, Albany, CA 94706-0527
Preparer
April Mcmahon
Phone
5105282312
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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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt044603
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0643 PARKVIEW CIRCLE
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID WALTERS
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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/Expenses1Amt096490
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0FREDERICK R HOLT
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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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/AccumulatedDepreciationAmt0174202
LandEtcSchedule2/LandEtcGrp/BookValueAmt01375
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0175577
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt014100
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1381487
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02179
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02179
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE - FTB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEE - REGISTRY OF CHARIT. TR.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE - LIABILITY
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6INTERNET & PHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9PAYROLL SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10PUBLICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31103
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41296
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5900
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt62027
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7253
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt844
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt92685
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10101
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11553
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41296
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt62027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7253
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt844
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt92685
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10101
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11553
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0F R HOLT REVOCABLE TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02544 CLAY STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN FRANCISCO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0941151811
TaxesSchedule/TaxesDetail/Amt04404
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt04404
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WALTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HOLT LABOR LIBRARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO DAVID WALTERS
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0770279585
ReturnHeader/Filer/PhoneNum06508929273
ReturnHeader/Filer/USAddress/AddressLine1Txt0643 PARKVIEW CIRCLE
ReturnHeader/Filer/USAddress/CityNm0PACIFICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680262283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0April Mc Mahon EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6527
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA

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