Civic Intelligence

Jeff and Nora Holman Family Foundation

EIN 93-4763964 • Tulsa, OK

Pub. 78 EligibleNTEE T90
3400 N Wild Mountain RdTulsa, OK 74127
Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Net Margin

24th percentile

-32%

Higher net margin than 24% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.3%

Faster asset growth than 32% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$1,979,184

Down $26,236 (-1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,979,184

Down $26,236 (-1.3%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin24th percentile

Revenue

Down

$81,537

Down $1,923,883 (-96%) from 2023

Expenses

Up

$107,773

Up $107,773 from 2023

Net Income

Down

-$26,236

Down $2,031,656 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2023: $2,005,420Liabilities 2023: $0Net Assets 2023: $2,005,4202023Assets 2024: $1,979,184Liabilities 2024: $0Net Assets 2024: $1,979,1842024

Highlighted filing

2024

Assets$1,979,184
Liabilities$0
Net Assets$1,979,184
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2023: $2,005,420Expenses 2023: $0Net Income 2023: $2,005,4202023Revenue 2024: $81,537Expenses 2024: $107,773Net Income 2024: -$26,2362024

Highlighted filing

2024

Revenue$81,537
Expenses$107,773
Net Income-$26,236
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,979,184
Liabilities
$0
Net assets
$1,979,184
Revenue
$81,537
Expenses
$107,773
Net income
-$26,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.08$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$2.01$0.00$2.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 8, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF HOLMANTrustee-$0--
NORA HOLMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jeff and Nora Holman Family Foundation
EIN
93-4763964
Phone
9189914250
Address
3400 N WILD MOUNTAIN RD, TULSA, OK 74127

Signing Officer

Name
Jeff Holman
Title
Trustee
Signed
2025-09-08
Discuss with paid preparer
Yes

Preparer

Firm
CORNERSTONE CPAs LLC
Address
523 W MAIN ST, HENRYETTA, OK 74437
Preparer
Dirk Palmer
Phone
9186524008
Raw XML Appendix270 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0100498
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0100498
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100498
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0100498
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0100498
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06925
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF HOLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFF AND NORA HOLMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0934763964
ReturnHeader/Filer/PhoneNum09189914250
ReturnHeader/Filer/USAddress/AddressLine1Txt03400 N WILD MOUNTAIN RD
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074127
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934886518
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORNERSTONE CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0523 W MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HENRYETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074437
ReturnHeader/PreparerPersonGrp/PhoneNum09186524008
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIRK PALMER
ReturnHeader/ReturnTs02025-09-08T08:22:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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