Civic Intelligence

Bernice E Holland Foundation

990PF • Fiscal year 2018 • EIN 84-1513144

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 15, 2019

1515 North Academy Blvd Suite 400Colorado Springs, CO 80909

(719) 573-8557

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-15%

Higher net margin than 21% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$144,345

Down $31,630 (-18%) from 2017

Net Assets

Down

$144,345

Down $31,630 (-18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$205,245

Down $78,898 (-28%) from 2017

Expenses

Up

$236,875

Up $9,892 (+4.4%) from 2017

Net Income

Down

-$31,630

Down $88,790 (-155%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $52,544Liabilities 2010: $0Net Assets 2010: $52,5442010Assets 2011: $69,713Liabilities 2011: $3,937Net Assets 2011: $65,7762011Assets 2012: $43,000Liabilities 2012: $12012Assets 2013: $100,629Liabilities 2013: $100Net Assets 2013: $100,5292013Assets 2014: $95,712Liabilities 2014: $0Net Assets 2014: $95,7122014Assets 2015: $112,269Liabilities 2015: $0Net Assets 2015: $112,2692015Assets 2016: $118,815Liabilities 2016: $0Net Assets 2016: $118,8152016Assets 2017: $175,975Liabilities 2017: $0Net Assets 2017: $175,9752017Assets 2018: $144,345Liabilities 2018: $0Net Assets 2018: $144,3452018Assets 2019: $147,249Liabilities 2019: $0Net Assets 2019: $147,2492019Assets 2020: $123,453Liabilities 2020: $0Net Assets 2020: $123,4532020Assets 2021: $139,680Liabilities 2021: $0Net Assets 2021: $139,6802021Assets 2022: $143,977Liabilities 2022: $0Net Assets 2022: $143,9772022Assets 2023: $130,886Liabilities 2023: $0Net Assets 2023: $130,8862023Assets 2024: $136,011Liabilities 2024: $0Net Assets 2024: $136,0112024

Highlighted filing

2018

Assets$144,345
Liabilities$0
Net Assets$144,345

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $100,4752010Expenses 2011: $102,0702011Revenue 2012: $90,944Expenses 2012: $113,720Net Income 2012: -$22,7762012Revenue 2013: $159,838Expenses 2013: $102,309Net Income 2013: $57,5292013Revenue 2014: $107,507Expenses 2014: $112,324Net Income 2014: -$4,8172014Revenue 2015: $148,810Expenses 2015: $132,253Net Income 2015: $16,5572015Revenue 2016: $208,946Expenses 2016: $202,400Net Income 2016: $6,5462016Revenue 2017: $284,143Expenses 2017: $226,983Net Income 2017: $57,1602017Revenue 2018: $205,245Expenses 2018: $236,875Net Income 2018: -$31,6302018Revenue 2019: $274,914Expenses 2019: $272,010Net Income 2019: $2,9042019Revenue 2020: $46,217Expenses 2020: $20,013Net Income 2020: $26,2042020Revenue 2021: $143,407Expenses 2021: $127,180Net Income 2021: $16,2272021Revenue 2022: $166,757Expenses 2022: $162,460Net Income 2022: $4,2972022Revenue 2023: $189,669Expenses 2023: $202,760Net Income 2023: -$13,0912023Revenue 2024: $307,975Expenses 2024: $302,850Net Income 2024: $5,1252024

Highlighted filing

2018

Revenue$205,245
Expenses$236,875
Net Income-$31,630
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD W HOLLANDTrustee-$0--
CAROL JONESTrustee-$0--
TODD HOLLANDTrustee-$0--
JENNIFER HOLLANDTrustee-$0--
TAMARA AUSTINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bernice Holland Foundation
EIN
84-1513144
In Care Of
% THE FOUNDATION
Phone
7195738557
Address
1515 North Academy Blvd Suite 400, Colorado Springs, CO 80909

Signing Officer

Name
Richard Holland
Title
President
Phone
7195738557
Signed
2019-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
111 South Tejon Suite 800, Colorado Springs, CO 80903-9848
Preparer
Tad A Goodenbour CPA
Phone
7194714290
Raw XML Appendix373 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0T-GEN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNAFFILIATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 E VAN BUREN STREET STE 850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0235000
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/AppliedToCurrentYearAmt07719
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07719
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0221223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0198549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0126347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0106725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt098533
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt098533
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0881063
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0228219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0221223
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0198549
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0126347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0106725
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0235938
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0228219
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0979596
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0751377
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorNum67
IRS990ScheduleB/ContributorInformationGrp/ContributorNum78
IRS990ScheduleB/ContributorInformationGrp/ContributorNum89
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RICHARD W HOLLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1COCA COLA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2BENEFIT HEALTH ADVISOR
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3WENDY'S INTERNATIONA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4Food Services of America
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5Bally Gaming
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm6BKD LLP
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm7Midnight Rose
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm8BBVA Compass
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01515 N ACADEMY STE 400
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt112908 Forster Street Ste 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt29605 S KINGSTON CT STE 150
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3ONE DAVE THOMAS BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt45820 Piper Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt51510 Quail Lake Loop
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt6111 S Tejon St Ste 800
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt7256 Bennett Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt8102 S Tejon St
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0COLORADO SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Overland Park
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2ENGLEWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3DUBLIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4Loveland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5Colorado Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm6Colorado Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm7Cripple Creek
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm8Colorado Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd6CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd7CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd8CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080909
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd166213
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd280112
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd343017
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd480538
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd580906
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd680903
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd780813
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd880903
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd6X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd7X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06184
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt112208
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt26184
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt36934
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt48684
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt56184
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt66184
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt79184
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt86184
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum08
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt09184
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0GOLf POLOS, GOLF JACKETS, AND GIFT SETS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-06-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL FUNDRAISING
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Special event expense
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt070775
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-79852
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD HOLLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07195738557
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bernice Holland Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0841513144
ReturnHeader/Filer/InCareOfNm0% THE FOUNDATION
ReturnHeader/Filer/PhoneNum07195738557
ReturnHeader/Filer/USAddress/AddressLine1Txt01515 North Academy Blvd Suite 400
ReturnHeader/Filer/USAddress/CityNm0Colorado Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080909
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF58D4CD08CD36936EE0B06487AAF04874613AA6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId010F9A2F16C40F4702EDF9C2430903D7975DDF98C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId084022720192275000006
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 South Tejon Suite 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0809039848
ReturnHeader/PreparerPersonGrp/PhoneNum07194714290
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tad A Goodenbour CPA
ReturnHeader/ReturnTs02019-08-15T10:52:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$3.08$3.03$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.90$2.03$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$1.67$1.62$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.43$1.27$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.46$0.20$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$2.75$2.72$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$2.05$2.37$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$2.84$2.27$0.57
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$2.09$2.02$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.49$1.32$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.08$1.12$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.60$1.02$0.58
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.91$1.14$0.23
2011Detailed filing. Detailed filing data is available for this year.$0.70$0.04$0.66$1.02
2010Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.00