Holland & Knight Charitable Foundation

Nonprofit profile at a glance

EIN
311472972
IRS 990 coverage
2019–2024
Forms available
Form 990 2024
Location
Brandon, FL, USA
Phone
8139014200
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Service Organizations

Reported finances

Revenue
$1,941,731
Expenses
$521,409
Assets
$2,689,293
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

30 people listed

Executive titles in this filing

  • Lepore Ralph (President & Chair)

People named in this filing

  • Adkins Crystal (Secretary)
  • Lepore Ralph (President & Chair)
  • Pfeifle Eric (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Holland & Knight Charitable Foundation is a public charity created to manage and coordinate the charitable contributions and activities of Holland & Knight LLP, its partners and its employees. The Foundation is a separate organization under the control and supervision of its Board of Directors with operational headquarters in Brandon, FL.

What it reported doing in 2024

Holland & Knight Charitable Relief Fund - The Fund provides assistance to those members of the charitable class adversely affected by COVID-19 or any other qualified disaster (within the meaning of Internal Revenue Code Section 139) or incident of emergency hardship, both present and future.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 45
  • Transparency & Controls: 83
  • Accountability: 100
  • Sustainability: 91
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 25%; rating input score 25
  • Program expense ratio: 92.7%; rating input score 93
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 16th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 55.4%; rating input score 55; 30th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 73.1%; rating input score 97; 97th percentile among comparable filings
  • Total-asset coverage ratio: 5.16; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 0.2% per year; rating input score 100; 19th percentile among comparable filings
  • Revenue growth: 19.9% per year; rating input score 100; 85th percentile among comparable filings
  • Asset growth: 23.1% per year; rating input score 100; 85th percentile among comparable filings

Details

  • Where the money goes: 25% of revenue deployed · 92.7% of spending went to programs
  • Governance: 30 of 30 board members independent · 7 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $483K in reported program spending
  • Leadership: top reported pay $0 · 30 people listed
  • Consistency: 21 of 22 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 5 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 13 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 25/100.
  • Review — Transparency & Controls: Grant itemization coverage scored 55/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.