Civic Intelligence

Holy Name School Foundation

990PF • Fiscal year 2012 • EIN 83-0257573

Jan 01, 2012 to Dec 31, 2012 • Filed on May 21, 2013

Organization Profile
PO Box 661182801
Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$4,437,467

Down $28,988 (-0.6%) from 2011

Net Assets

Down

$4,435,989

Down $29,478 (-0.7%) from 2011

Liabilities

Up

$1,478

Up $490 (+50%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$261,580

Down $46,891 (-15%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,466,455Liabilities 2011: $988Net Assets 2011: $4,465,4672011Assets 2012: $4,437,467Liabilities 2012: $1,478Net Assets 2012: $4,435,9892012Assets 2013: $4,482,453Liabilities 2013: $1,805Net Assets 2013: $4,480,6482013Assets 2014: $4,760,672Liabilities 2014: $2,787Net Assets 2014: $4,757,8852014Assets 2015: $4,914,373Liabilities 2015: $1Net Assets 2015: $4,914,3732015Assets 2016: $4,848,315Liabilities 2016: $0Net Assets 2016: $4,848,3152016Assets 2017: $4,906,417Liabilities 2017: $2,964Net Assets 2017: $4,903,4532017Assets 2018: $4,743,211Liabilities 2018: $0Net Assets 2018: $4,743,2112018Assets 2019: $4,765,278Liabilities 2019: $1Net Assets 2019: $4,765,2782019Assets 2020: $4,766,500Liabilities 2020: $1Net Assets 2020: $4,766,5002020Assets 2021: $4,845,459Liabilities 2021: $1,266Net Assets 2021: $4,844,1932021Assets 2022: $4,751,185Liabilities 2022: $1Net Assets 2022: $4,751,1852022Assets 2023: $4,715,181Liabilities 2023: $1Net Assets 2023: $4,715,1812023Assets 2024: $4,875,061Liabilities 2024: $921Net Assets 2024: $4,874,1402024

Highlighted filing

2012

Assets$4,437,467
Liabilities$1,478
Net Assets$4,435,989
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $308,4712011Expenses 2012: $261,5802012Revenue 2013: $309,897Expenses 2013: $265,238Net Income 2013: $44,6592013Revenue 2014: $584,417Expenses 2014: $307,180Net Income 2014: $277,2372014Revenue 2015: $460,145Expenses 2015: $303,657Net Income 2015: $156,4882015Revenue 2016: $283,874Expenses 2016: $349,932Net Income 2016: -$66,0582016Revenue 2017: $320,468Expenses 2017: $257,147Net Income 2017: $63,3212017Revenue 2018: $122,117Expenses 2018: $282,359Net Income 2018: -$160,2422018Revenue 2019: $866,941Expenses 2019: $844,874Net Income 2019: $22,0672019Revenue 2020: $345,171Expenses 2020: $343,949Net Income 2020: $1,2222020Revenue 2021: $438,891Expenses 2021: $361,198Net Income 2021: $77,6932021Revenue 2022: $136,067Expenses 2022: $229,075Net Income 2022: -$93,0082022Revenue 2023: $206,716Expenses 2023: $242,720Net Income 2023: -$36,0042023Revenue 2024: $235,662Expenses 2024: $76,703Net Income 2024: $158,9592024

Highlighted filing

2012

Revenue-
Expenses$261,580
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 21, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSE MARIE MADIASecretary-$0--
PAT MEEHANTrustee-$0--
RICHARD KILPATRICKTrustee-$0--
ARTHUR FELKERVice President-$0--
SAM ROTELLINITrustee-$0--
JOHN GENERAUXPresident-$0--
JOHN ROTELLINITreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORT CATHOLIC EDUCATIONSCHOOLSHERIDAN, WY, US$230,869
Filing and Contact Details

Filer

EIN
83-0257573
Raw XML Appendix334 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROSE MARIE MADIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PAT MEEHAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RICHARD KILPATRICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ARTHUR FELKER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4SAM ROTELLINI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5JOHN GENERAUX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6JOHN ROTELLINI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101428 BURTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11822 VICTORIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12114 SCOTT DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13110 KILBOURNE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine141106 N MAIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine156 MAVERICK DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine161466 N HEIGHTS LANE
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IRS990PF/SummaryOfDirectCharitableActy/Description10HOLY NAME CATHOLIC SCHOOL, APPROX. 150 STUDENTS, GRADES 1-8
IRS990PF/SummaryOfDirectCharitableActy/Description20VARIOUS SCHOLARSHIP RECIPIENTS
IRS990PF/SummaryOfDirectCharitableActy/Description30HOLY NAME CHURCH FOR THE POOR,NEEDY AND YOUTH ACTIVITY FUNDS
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0230869
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT CATHOLIC EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0HOLY NAME CATHOLIC SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10121 SO CONNOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SHERIDAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode082801
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0230869
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0230048
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0230048
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1047197
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2052246
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear305820
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0106676
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01413
IRS990PF/UndistributedIncome/ExcessFromYear1047197
IRS990PF/UndistributedIncome/ExcessFromYear2052246
IRS990PF/UndistributedIncome/ExcessFromYear305820
IRS990PF/UndistributedIncome/QualifyingDistributions0231461
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01413
IRS990PF/UndistributedIncome/TotalCorpus0106676
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0105263
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount0438
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps033
LegalFeesSchedule/LegalFees/NetInvestmentIncome0405
OtherExpensesSchedule/OtherExpenses/Description0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpenses/Description1ACCRUED INTEREST PAID
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps019
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0170
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome12958
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0189
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks12958
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/Description1NON-TAXABLE DIVIDENDS
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-34409
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks115425
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue0988
OtherLiabilitiesSchedule/OtherLiabilities/Description0Rounding
OtherLiabilitiesSchedule/OtherLiabilities/Description1FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue01
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue11477
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount016435
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome016435
TaxesSchedule/Taxes/Amount0894
TaxesSchedule/Taxes/Amount14397
TaxesSchedule/Taxes/Category0FOREIGN TAX
TaxesSchedule/Taxes/Category1FEDERAL EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome0894
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0830257573
ReturnHeader/Filer/Name/BusinessNameLine10HOLY NAME FOUNDATION
ReturnHeader/Filer/NameControl0HOLY
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 6611
ReturnHeader/Filer/USAddress/City0SHERIDAN
ReturnHeader/Filer/USAddress/State0WY
ReturnHeader/Filer/USAddress/ZIPCode082801
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-21
ReturnHeader/Officer/Name0JOHN ROTELLINI
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HARKER MELLINGER CPAs LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101470 Sugarland Dr Ste 1
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Sheridan
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode082801
ReturnHeader/Preparer/Name0STEVEN C HARKER CPA
ReturnHeader/Preparer/Phone03076720785
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-21T15:43:08-07:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,437,467
Liabilities
$1,478
Net assets
$4,435,989
Revenue
-
Expenses
$261,580
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.87$0.24$0.08$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.21$0.24$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.14$0.23$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.84$0.44$0.36$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.35$0.34$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.87$0.84$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.12$0.28$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.90$0.32$0.26$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.28$0.35$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.46$0.30$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.58$0.31$0.28
2013Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.31$0.27$0.04
2012Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.26
2011Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.31