Civic Intelligence

The Legacy Funds of Holy Names

990 • Fiscal year 2013 • EIN 94-1358307

Jul 01, 2012 to Jun 30, 2013 • Filed on May 09, 2014

Organization ProfileWWW.HNU.EDU

View Organization Page

3500 Mountain Boulevard94619
Siviq Scores

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

Liabilities / Assets

48th percentile

0.28x

Higher debt load relative to assets than 48% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

81st percentile

17%

Faster asset growth than 81% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$35,186,537

Up $5,007,657 (+17%) from 2012

Net Assets

Up

$25,488,820

Up $3,564,911 (+16%) from 2012

Liabilities

Up

$9,697,717

Up $1,442,746 (+17%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$39,952,870

Up $4,969,326 (+14%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2013

Assets$35,186,537
Liabilities$9,697,717
Net Assets$25,488,820
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue-
Expenses$39,952,870
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 9, 2014
Return Version
2012v2.0
Gross Receipts
$42,189,495
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 944 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/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
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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
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IRS990/Form990PartVIISectionA/NamePerson22Stuart Koop
IRS990/Form990PartVIISectionA/NamePerson23Fay Bower
IRS990/Form990PartVIISectionA/NamePerson24Julie Henderson
IRS990/Form990PartVIISectionA/NamePerson25Lizbeth Martin
IRS990/Form990PartVIISectionA/NamePerson26Michael Miller
IRS990/Form990PartVIISectionA/NamePerson27Richard Ortega
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IRS990/Form990PartVIISectionA/Title8Trustee
IRS990/Form990PartVIISectionA/Title9Trustee
IRS990/Form990PartVIISectionA/Title10Trustee
IRS990/Form990PartVIISectionA/Title11Trustee
IRS990/Form990PartVIISectionA/Title12President
IRS990/Form990PartVIISectionA/Title13Trustee
IRS990/Form990PartVIISectionA/Title14Trustee
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IRS990/Form990PartVIISectionA/Title22Treas & VP Fina
IRS990/Form990PartVIISectionA/Title23Professor
IRS990/Form990PartVIISectionA/Title24Professor
IRS990/Form990PartVIISectionA/Title25VP Acad Affairs
IRS990/Form990PartVIISectionA/Title26VP Student Aff
IRS990/Form990PartVIISectionA/Title27VP Advancement
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Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$35,186,537
Liabilities
$9,697,717
Net assets
$25,488,820
Revenue
-
Expenses
$39,952,870
Net income
-
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