Civic Intelligence

Held Family Foundation

990PF • Fiscal year 2017 • EIN 81-2093084

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
11506 Nicholas St No 100Omaha, NE 68154

(402) 493-2800

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

59th percentile

0.00x

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

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

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

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

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.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$25,000

No earlier filing loaded for comparison.

Net Assets

$25,000

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin100th percentile

Revenue

$25,000

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$25,000

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2017: $25,000Liabilities 2017: $0Net Assets 2017: $25,0002017Assets 2018: $22,030Liabilities 2018: $0Net Assets 2018: $22,0302018Assets 2019: $22,007Liabilities 2019: $0Net Assets 2019: $22,0072019Assets 2020: $1,222Liabilities 2020: $0Net Assets 2020: $1,2222020Assets 2021: $9,439Liabilities 2021: $0Net Assets 2021: $9,4392021Assets 2022: $36,337Liabilities 2022: $0Net Assets 2022: $36,3372022Assets 2023: $2,989Liabilities 2023: $0Net Assets 2023: $2,9892023Assets 2024: $58,913Liabilities 2024: $0Net Assets 2024: $58,9132024

Highlighted filing

2017

Assets$25,000
Liabilities$0
Net Assets$25,000
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2017: $25,000Expenses 2017: $0Net Income 2017: $25,0002017Revenue 2018: $0Expenses 2018: $2,970Net Income 2018: -$2,9702018Revenue 2019: $0Expenses 2019: $23Net Income 2019: -$232019Revenue 2020: $0Expenses 2020: $20,785Net Income 2020: -$20,7852020Revenue 2021: $100,000Expenses 2021: $91,783Net Income 2021: $8,2172021Revenue 2022: $160,000Expenses 2022: $133,102Net Income 2022: $26,8982022Revenue 2023: $98,545Expenses 2023: $131,893Net Income 2023: -$33,3482023Revenue 2024: $211,466Expenses 2024: $155,542Net Income 2024: $55,9242024

Highlighted filing

2017

Revenue$25,000
Expenses$0
Net Income$25,000
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNINE DEVETTERPresident-$0--
MICHAEL DAYSecretary-$0--
PATRICK DAYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Held Family Foundation
EIN
81-2093084
Phone
4024932800
Address
11506 NICHOLAS ST NO 100, OMAHA, NE 68154

Signing Officer

Name
Jeannine Devetter
Title
President
Phone
4024932800
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Hsmc Orizon LLC
Address
16924 FRANCES ST, OMAHA, NE 68130
Preparer
Gene G Garrelts CPA Cfp
Phone
4023307008
Raw XML Appendix246 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/InitialReturnInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:33:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453576904
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HSMC ORIZON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016924 FRANCES ST
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ReturnHeader/PreparerPersonGrp/PhoneNum04023307008
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GENE G GARRELTS CPA CFP
ReturnHeader/ReturnTs02018-05-15T11:14:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,000
Liabilities
$0
Net assets
$25,000
Revenue
$25,000
Expenses
$0
Net income
$25,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$2.11$1.56$0.56
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.99$1.32$0.33
2022Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.60$1.33$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.00$0.92$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.21$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.00$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.25$0.00$0.25