Civic Intelligence

Holy Name School Foundation

990PF • Fiscal year 2023 • EIN 83-0257573

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 17, 2024

Organization Profile
PO Box 6611Sheridan, WY 82801

(307) 672-0785

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

23rd percentile

-17%

Higher net margin than 23% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

38th percentile

-0.8%

Faster asset growth than 38% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

52%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,715,181

Down $36,004 (-0.8%) from 2022

Net Assets

Down

$4,715,181

Down $36,004 (-0.8%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin23rd percentile

Revenue

Up

$206,716

Up $70,649 (+52%) from 2022

Expenses

Up

$242,720

Up $13,645 (+6.0%) from 2022

Net Income

Up

-$36,004

Up $57,004 (+61%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2023

Assets$4,715,181
Liabilities$1
Net Assets$4,715,181
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

2023

Revenue$206,716
Expenses$242,720
Net Income-$36,004
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 17, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ROTELLINITreasurer-$0--
ARTHUR FELKERPresident-$0--
RICHARD KILPATRICKSecretary-$0--
PAT MEEHANTrustee-$0--
RON MISCHKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Holy Name School Foundation
EIN
83-0257573
Phone
3076720785
Address
PO BOX 6611, SHERIDAN, WY 82801

Signing Officer

Name
John Rotellini
Title
Treasurer
Phone
3076749441
Signed
2024-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Harker Mellinger LLC
Address
1811 S SHERIDAN AVE, SHERIDAN, WY 82801
Preparer
Chance D Harris CPA
Phone
3076720785
Raw XML Appendix307 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN ROTELLINI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ARTHUR FELKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD KILPATRICK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3822 VICTORIA
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01811 S SHERIDAN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHERIDAN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd082801
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HARKER MELLINGER CPAS LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum03076720785
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0HOLY NAME CATHOLIC SCHOOL, APPROX. 150 STUDENTS,GRADES 1-8
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0VARIOUS SCHOLARSHIP RECIPIENTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0HOLY NAME CHURCH FOR THE POOR,NEEDY & YOUTH ACTIVITY FUNDS
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0203811
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT CATHOLIC EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HOLY NAME CATHOLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0121 S CONNOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHERIDAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd082801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0203811
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0204066
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0240881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt036815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt063212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0558415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010469
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt036815
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0639503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt044222
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt063212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0532069
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0204066
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0639503
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0676318
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0182
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0187
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023521
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023521
TaxesSchedule/TaxesDetail/Amt02899
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02899
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ROTELLINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03076749441
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLY NAME SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0830257573
ReturnHeader/Filer/PhoneNum03076720785
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6611
ReturnHeader/Filer/USAddress/CityNm0SHERIDAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd082801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830276355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARKER MELLINGER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01811 S SHERIDAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHERIDAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd082801
ReturnHeader/PreparerPersonGrp/PhoneNum03076720785
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHANCE D HARRIS CPA
ReturnHeader/ReturnTs02024-10-21T09:36:49-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,715,181
Liabilities
$1
Net assets
$4,715,181
Revenue
$206,716
Expenses
$242,720
Net income
-$36,004
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