Civic Intelligence

The Legacy Funds of Holy Names

990 • Fiscal year 2012 • EIN 94-1358307

Jul 01, 2011 to Jun 30, 2012 • Filed on May 01, 2013

3500 Mountain Boulevard94619
Siviq Scores

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

Liabilities / Assets

46th percentile

0.27x

Higher debt load relative to assets than 46% of similar nonprofits.

2012 filings • 501(c)3 • $25M-$50M 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

23rd percentile

-3.0%

Faster asset growth than 23% of similar nonprofits.

2012 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$30,178,880

Down $948,021 (-3.0%) from 2011

Net Assets

Up

$21,923,909

Up $350,549 (+1.6%) from 2011

Liabilities

Down

$8,254,971

Down $1,298,570 (-14%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$34,983,544

Up $3,841,889 (+12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $29,391,203Liabilities 2010: $9,485,011Net Assets 2010: $19,906,1922010Assets 2011: $31,126,901Liabilities 2011: $9,553,541Net Assets 2011: $21,573,3602011Assets 2012: $30,178,880Liabilities 2012: $8,254,971Net Assets 2012: $21,923,9092012Assets 2013: $35,186,537Liabilities 2013: $9,697,717Net Assets 2013: $25,488,8202013Assets 2014: $36,761,262Liabilities 2014: $9,350,358Net Assets 2014: $27,410,9042014Assets 2015: $34,360,470Liabilities 2015: $9,154,351Net Assets 2015: $25,206,1192015Assets 2016: $59,437,721Liabilities 2016: $8,869,614Net Assets 2016: $50,568,1072016Assets 2017: $67,846,031Liabilities 2017: $14,636,831Net Assets 2017: $53,209,2002017Assets 2018: $70,601,687Liabilities 2018: $18,623,922Net Assets 2018: $51,977,7652018Assets 2019: $68,221,801Liabilities 2019: $22,336,093Net Assets 2019: $45,885,7082019Assets 2020: $89,669,403Liabilities 2020: $51,727,656Net Assets 2020: $37,941,7472020Assets 2021: $93,790,592Liabilities 2021: $48,819,254Net Assets 2021: $44,971,3382021Assets 2022: $77,770,166Liabilities 2022: $49,461,473Net Assets 2022: $28,308,6932022Assets 2023: $69,754,154Liabilities 2023: $3,939,474Net Assets 2023: $65,814,6802023Assets 2024: $68,805,953Liabilities 2024: $692,167Net Assets 2024: $68,113,7862024

Highlighted filing

2012

Assets$30,178,880
Liabilities$8,254,971
Net Assets$21,923,909

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $27,884,5312010Expenses 2011: $31,141,6552011Expenses 2012: $34,983,5442012Expenses 2013: $39,952,8702013Revenue 2014: $41,977,012Expenses 2014: $42,174,874Net Income 2014: -$197,8622014Revenue 2015: $38,972,986Expenses 2015: $41,538,500Net Income 2015: -$2,565,5142015Revenue 2016: $67,034,549Expenses 2016: $40,739,395Net Income 2016: $26,295,1542016Revenue 2017: $39,386,287Expenses 2017: $40,597,160Net Income 2017: -$1,210,8732017Revenue 2018: $41,183,278Expenses 2018: $45,090,497Net Income 2018: -$3,907,2192018Revenue 2019: $41,957,496Expenses 2019: $50,940,153Net Income 2019: -$8,982,6572019Revenue 2020: $48,221,307Expenses 2020: $57,360,664Net Income 2020: -$9,139,3572020Revenue 2021: $49,885,644Expenses 2021: $57,259,503Net Income 2021: -$7,373,8592021Revenue 2022: $45,475,653Expenses 2022: $58,228,641Net Income 2022: -$12,752,9882022Revenue 2023: $94,795,030Expenses 2023: $58,740,783Net Income 2023: $36,054,2472023Revenue 2024: $6,399,597Expenses 2024: $6,923,651Net Income 2024: -$524,0542024

Highlighted filing

2012

Revenue-
Expenses$34,983,544
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 1, 2013
Return Version
2011v1.5
Gross Receipts
$37,126,847
Mission and Program Overview

Mission

Holy names university, an academic community committed to the full development of each student, offers a liberal education rooted in the catholic tradition, empowering a diverse student body for leadership and service in a diverse world.

Major Activities

Activity 2
Student financial aid (including grants and scholarships).
Activity 3
Auxiliary enterprises (including residence halls and cafeteria)
Filing and Contact Details

Filer

EIN
94-1358307
Raw XML AppendixShowing 400 of 841 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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IRS990/Form990PartVIISectionA/NamePerson0Jayne W Williams
IRS990/Form990PartVIISectionA/NamePerson1Daniel A Whalen
IRS990/Form990PartVIISectionA/NamePerson2Nicki Jean Thomas SNJM
IRS990/Form990PartVIISectionA/NamePerson3Loretta R Smith
IRS990/Form990PartVIISectionA/NamePerson4Kathleen Ross SNJM
IRS990/Form990PartVIISectionA/NamePerson5Ronald V Rosequist
IRS990/Form990PartVIISectionA/NamePerson6Martha Rolley SNJM
IRS990/Form990PartVIISectionA/NamePerson7Ann S Reynolds
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IRS990/Form990PartVIISectionA/NamePerson9Dr Jane G Logan
IRS990/Form990PartVIISectionA/NamePerson10Mary LeRoy SNJM
IRS990/Form990PartVIISectionA/NamePerson11James P Kelly
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IRS990/Form990PartVIISectionA/NamePerson13Alan Hyman
IRS990/Form990PartVIISectionA/NamePerson14Barbara E Hood
IRS990/Form990PartVIISectionA/NamePerson15James D Falaschi
IRS990/Form990PartVIISectionA/NamePerson16Honorable Carol Corrigan
IRS990/Form990PartVIISectionA/NamePerson17Cynthia Canning SNJM
IRS990/Form990PartVIISectionA/NamePerson18Steven A Callaway
IRS990/Form990PartVIISectionA/NamePerson19Mary L Brown
IRS990/Form990PartVIISectionA/NamePerson20Steven Borg
IRS990/Form990PartVIISectionA/NamePerson21Sr Carol Sellman
IRS990/Form990PartVIISectionA/NamePerson22Stuart Koop
IRS990/Form990PartVIISectionA/NamePerson23Fay Bower
IRS990/Form990PartVIISectionA/NamePerson24Lizbeth Martin
IRS990/Form990PartVIISectionA/NamePerson25Michael Miller
IRS990/Form990PartVIISectionA/NamePerson26Murad Dibbini
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IRS990/GrossReceipts037126847
IRS990/GroupExemptionNumber00928
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
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IRS990/InformationTechnology/Fundraising021965
IRS990/InformationTechnology/ManagementAndGeneral0198619
IRS990/InformationTechnology/ProgramServices0158862
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IRS990/Insurance/ManagementAndGeneral0107519
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IRS990/InvestmentIncome/ExclusionAmount0158974
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IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/EOY00
IRS990/InvestTaxExemptBonds0false
IRS990/LandBldgEquipmentAccumDeprec023184094
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IRS990/LessCostOthBasisSalesExpenses/Securities01328972
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.8$0.69$68.1$6.40$6.92$0.52
2023Summary only. Only limited summary data is available for this year.$69.8$3.94$65.8$94.8$58.7$36.1
2022Summary only. Only limited summary data is available for this year.$77.8$49.5$28.3$45.5$58.2$12.8
2021Summary only. Only limited summary data is available for this year.$93.8$48.8$45.0$49.9$57.3$7.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.7$51.7$37.9$48.2$57.4$9.14
2019Summary only. Only limited summary data is available for this year.$68.2$22.3$45.9$42.0$50.9$8.98
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.6$18.6$52.0$41.2$45.1$3.91
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.8$14.6$53.2$39.4$40.6$1.21
2016Detailed filing. Detailed filing data is available for this year.$59.4$8.87$50.6$67.0$40.7$26.3
2015Detailed filing. Detailed filing data is available for this year.$34.4$9.15$25.2$39.0$41.5$2.57
2014Detailed filing. Detailed filing data is available for this year.$36.8$9.35$27.4$42.0$42.2$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.2$9.70$25.5$40.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$8.25$21.9$35.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.1$9.55$21.6$31.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$9.49$19.9$27.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • $25M-$50M nonprofits