Civic Intelligence

Holt Family Foundation

990PF • Fiscal year 2020 • EIN 85-0779021

Apr 30, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
506 N Main StFranklin, VA 23851

(757) 259-3885

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

$10,000

No earlier filing loaded for comparison.

Net Assets

$10,000

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin99th percentile

Revenue

$10,000

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$10,000

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.

$10K$5.0K$0Assets 2020: $10,000Liabilities 2020: $0Net Assets 2020: $10,0002020Assets 2021: $1,975Liabilities 2021: $1Net Assets 2021: $1,9752021Assets 2022: $1,950Liabilities 2022: $1Net Assets 2022: $1,9502022Assets 2023: $1,247Liabilities 2023: $1Net Assets 2023: $1,2472023Assets 2024: $1,027Liabilities 2024: $0Net Assets 2024: $1,0272024

Highlighted filing

2020

Assets$10,000
Liabilities$0
Net Assets$10,000
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KRevenue 2020: $10,000Expenses 2020: $0Net Income 2020: $10,0002020Revenue 2021: $1Expenses 2021: $8,025Net Income 2021: -$8,0242021Revenue 2022: $1Expenses 2022: $25Net Income 2022: -$242022Revenue 2023: $1Expenses 2023: $703Net Income 2023: -$7022023Revenue 2024: $0Expenses 2024: $220Net Income 2024: -$2202024

Highlighted filing

2020

Revenue$10,000
Expenses$0
Net Income$10,000
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 30, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM HOLTPresident-$0--
MEREDITH HOLTVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
The Holt Family Foundation
EIN
85-0779021
Phone
7572593885
Address
506 N MAIN ST, FRANKLIN, VA 23851

Signing Officer

Name
William Holt
Title
President
Phone
7572593885
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Burgess & Co Plc Cpas
Address
PO BOX 634, FRANKLIN, VA 23851
Preparer
Brenton D Burgess CPA
Phone
7575698156
Raw XML Appendix164 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HOLT FAMILY FOUNDATION
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 634
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ReturnHeader/ReturnTs02021-11-15T15:01:47-06:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02020-04-30
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,000
Liabilities
$0
Net assets
$10,000
Revenue
$10,000
Expenses
$0
Net income
$10,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.00$0.22$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.00$0.70$0.70
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.00$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.00$8.03$8.02
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$10.0$0.00$10.0