Holly Given Fund Inc

Nonprofit profile at a glance

EIN
823858469
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024, Form 990-N 2019
Location
Key Largo, FL, USA
Phone
3058524833
Rating
46
Verdict
MIXED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$191,935
Expenses
$162,632
Assets
$195,198
Liabilities
$20,698

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

Leadership & pay

2 people listed

People named in this filing

  • LUCY DOYLE (DIRECTOR)
  • ANNIE HAGEN (DIRECTOR)

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

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

Overview

Mission

To provide scholarships to local high school students to attend college and to provide financial assistance to local charitable organizations by running a fishing tournament in the Florida keys in honor of holly given.

What it reported doing in 2024

The organization raises money to give scholarships to local high school students attending college and to local charitable organizations by running a fishing tournament in the Florida keys.

Operating model

Revenue model
Earned-program. 75% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 100
  • Sustainability: 56
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 15.3%; rating input score 67; 67th percentile among comparable filings
  • Total-asset coverage ratio: 1.2; rating input score 65; 65th percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 7.4%; rating input score 22; 22nd percentile among comparable filings

Growth

  • Program expense growth: -102.9% per year; rating input score 0; 2nd percentile among comparable filings
  • Revenue growth: 13.6% per year; rating input score 100; 75th percentile among comparable filings
  • Asset growth: 22.2% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 2 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 22/100.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.