Civic Intelligence

Holly Ehret Memorial Leadership Foundation

EIN 94-3159164 • Sonoma, CA

466 East Walnut StreetSonoma, CA 95476
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

96th percentile

91%

Higher net margin than 96% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

66th percentile

5.3%

Faster asset growth than 66% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-32%

Faster revenue growth than 25% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Using 2023 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$138,991

Up $7,019 (+5.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$138,991

Up $7,019 (+5.3%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin96th percentile

Revenue

Down

$7,727

Down $3,669 (-32%) from 2022

Expenses

Up

$708

Up $227 (+47%) from 2022

Net Income

Down

$7,019

Down $3,896 (-36%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2012: $105,941Liabilities 2012: $02012Assets 2013: $105,207Liabilities 2013: $02013Assets 2014: $105,110Liabilities 2014: $02014Assets 2015: $107,180Liabilities 2015: $02015Assets 2021: $120,297Liabilities 2021: $0Net Assets 2021: $120,2972021Assets 2022: $131,972Liabilities 2022: $0Net Assets 2022: $131,9722022Assets 2023: $138,991Liabilities 2023: $0Net Assets 2023: $138,9912023

Latest loaded filing

2023

Assets$138,991
Liabilities$0
Net Assets$138,991
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2012: $5,345Expenses 2012: $4,661Net Income 2012: $6842012Revenue 2013: $4,734Expenses 2013: $6,481Net Income 2013: -$1,7472013Revenue 2014: $5,713Expenses 2014: $6,847Net Income 2014: -$1,1342014Revenue 2015: $1,216Expenses 2015: $3,487Net Income 2015: -$2,2712015Revenue 2021: $6,666Expenses 2021: $2,104Net Income 2021: $4,5622021Revenue 2022: $11,396Expenses 2022: $481Net Income 2022: $10,9152022Revenue 2023: $7,727Expenses 2023: $708Net Income 2023: $7,0192023

Latest loaded filing

2023

Revenue$7,727
Expenses$708
Net Income$7,019
Open 2023 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.01$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.11$0.00$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.02$0.05
2015Summary only. Only limited summary data is available for this year.$1.07$0.00$0.01$0.03$0.02
2014Summary only. Only limited summary data is available for this year.$1.05$0.00$0.06$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.05$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$0.05$0.05$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 7, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRENE EHRETPresident-$0--
Filing and Contact Details

Filer

Filer Name
Holly Ehret Memorial Leadership Foundation
EIN
94-3159164
Phone
7072274359
Address
466 EAST WALNUT STREET, SONOMA, CA 95476

Signing Officer

Name
Irene Ehret
Title
Officer
Phone
7072274359
Signed
2026-03-07
Discuss with paid preparer
No

Preparer

Firm
W Jeff Spencer CPA
Address
19201 Hwy 12 PMB 259, Sonoma, CA 95476
Preparer
W Jeff Spencer
Phone
7079398259
Raw XML Appendix176 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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