Civic Intelligence

The Dale P Holt Family Charitable

EIN 82-3584807 • Salt Lake City, UT

423 W Broadway Suite 230Salt Lake City, UT 84101
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

80th percentile

36%

Higher net margin than 80% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

59th percentile

6.2%

Faster asset growth than 59% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,861,157

Up $340,618 (+6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,861,157

Up $340,618 (+6.2%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin80th percentile

Revenue

Down

$933,494

Down $2,650,903 (-74%) from 2023

Expenses

Up

$592,876

Up $199,512 (+51%) from 2023

Net Income

Down

$340,618

Down $2,850,415 (-89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2018: $61,506Liabilities 2018: $0Net Assets 2018: $61,5062018Assets 2019: $2,150,668Liabilities 2019: $0Net Assets 2019: $2,150,6682019Assets 2020: $2,093,678Liabilities 2020: $0Net Assets 2020: $2,093,6782020Assets 2021: $2,300,836Liabilities 2021: $0Net Assets 2021: $2,300,8362021Assets 2022: $2,329,506Liabilities 2022: $0Net Assets 2022: $2,329,5062022Assets 2023: $5,520,539Liabilities 2023: $0Net Assets 2023: $5,520,5392023Assets 2024: $5,861,157Liabilities 2024: $0Net Assets 2024: $5,861,1572024

Highlighted filing

2024

Assets$5,861,157
Liabilities$0
Net Assets$5,861,157
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $65,006Expenses 2018: $3,500Net Income 2018: $61,5062018Revenue 2019: $2,195,662Expenses 2019: $106,500Net Income 2019: $2,089,1622019Revenue 2020: -$49,585Expenses 2020: $7,405Net Income 2020: -$56,9902020Revenue 2021: $227,277Expenses 2021: $20,119Net Income 2021: $207,1582021Revenue 2022: $71,538Expenses 2022: $19,753Net Income 2022: $51,7852022Revenue 2023: $3,584,397Expenses 2023: $393,364Net Income 2023: $3,191,0332023Revenue 2024: $933,494Expenses 2024: $592,876Net Income 2024: $340,6182024

Highlighted filing

2024

Revenue$933,494
Expenses$592,876
Net Income$340,618
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,861,157
Liabilities
$0
Net assets
$5,861,157
Revenue
$933,494
Expenses
$592,876
Net income
$340,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.93$0.59$0.34
2023Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$3.58$0.39$3.19
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.07$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.23$0.02$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.05$0.01$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$2.20$0.11$2.09
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.07$0.00$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE P HOLTPresident-$0--
NICHOLAS P HOLTVice President-$0--
JONATHAN GARDNERSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-provides assistance to indigent families and educational support.POFSALT LAKE CITY, UT, US$305,000
Filing and Contact Details

Filer

Filer Name
The Dale P Holt Family Charitable
EIN
82-3584807
Phone
8012328792
Address
423 W BROADWAY SUITE 230, SALT LAKE CITY, UT 84101

Signing Officer

Name
Nicholas P Holt
Title
Vice President
Signed
2025-07-29
Discuss with paid preparer
Yes

Preparer

Firm
White & Associates LLC
Address
126 W Sego Lily Dr Ste 160, Sandy, UT 84070
Preparer
Gregory B White CPA
Phone
8014245120
Raw XML Appendix288 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt0242661
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0242661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056351
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0123241
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt066890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056351
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0309551
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt066890
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0123241
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056351
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0926815
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0926815
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt01400000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt1427865
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0Asilia Special Opportunity III
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm1Asilia Special Opportunity I
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt01400000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt1427865
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt031.8570
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt113.6100
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc1CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02025-07
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt12027-02
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt01400000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt1500000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0WORKING CAPITAL AND ACQ. FUND
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt1WORKING CAPITAL AND ACQ. FUND
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02024-11
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt12024-04
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt06-MONTH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt16-MONTH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0INVENTORY & EQUIPMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt1INVENTORY & EQUIPMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt062537
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt062537
TaxesSchedule/TaxesDetail/Amt043
TaxesSchedule/TaxesDetail/Amt184850
TaxesSchedule/TaxesDetail/CategoryTxt0BANK CHARGES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt043
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICHOLAS P HOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DALE P HOLT FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DALE
ReturnHeader/Filer/EIN0823584807
ReturnHeader/Filer/PhoneNum08012328792
ReturnHeader/Filer/USAddress/AddressLine1Txt0423 W BROADWAY SUITE 230
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454224113
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0White & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0126 W Sego Lily Dr Ste 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sandy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084070
ReturnHeader/PreparerPersonGrp/PhoneNum08014245120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory B White CPA
ReturnHeader/ReturnTs02025-07-29T14:42:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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