Civic Intelligence

Holy Family Adoption Agency

EIN 41-1968883 • 501(c)3 • Crystal, MN

Profile

Provide adoption services including information, counseling and assistance to birth mothers and prospective adoptive couples.

7301 Bass Lake RoadCrystal, MN 55428

www.holyfamilyadoption.org

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.01x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$58,240

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$897,233

Up $54,241 (+6.4%) from 2023

Liabilities

Down

$2,629

Down $1,741 (-40%) from 2023

Net Assets

Up

$894,604

Up $55,982 (+6.7%) from 2023

Revenue

Up

$242,350

Up $38,017 (+19%) from 2023

Expenses

Up

$186,368

Up $21,135 (+13%) from 2023

Net Income

Up

$55,982

Up $16,882 (+43%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $19,282Liabilities 2011: $5482011Assets 2012: $34,582Liabilities 2012: $2,3502012Assets 2013: $43,642Liabilities 2013: $1,1952013Assets 2014: $59,715Liabilities 2014: $1,5862014Assets 2015: $82,498Liabilities 2015: $1,4482015Assets 2016: $80,161Liabilities 2016: $4,6032016Assets 2017: $103,317Liabilities 2017: $2,1182017Assets 2018: $104,889Liabilities 2018: $1,9542018Assets 2019: $137,497Liabilities 2019: $1,5772019Assets 2020: $167,610Liabilities 2020: $1,448Net Assets 2020: $166,1622020Assets 2021: $715,928Liabilities 2021: $3,372Net Assets 2021: $712,5562021Assets 2022: $804,057Liabilities 2022: $4,535Net Assets 2022: $799,5222022Assets 2023: $842,992Liabilities 2023: $4,370Net Assets 2023: $838,6222023Assets 2024: $897,233Liabilities 2024: $2,629Net Assets 2024: $894,6042024

Highlighted filing

2024

Assets$897,233
Liabilities$2,629
Net Assets$894,604

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $104,154Expenses 2011: $106,223Net Income 2011: -$2,0692011Revenue 2012: $117,586Expenses 2012: $104,087Net Income 2012: $13,4992012Revenue 2013: $108,564Expenses 2013: $98,350Net Income 2013: $10,2142013Revenue 2014: $104,755Expenses 2014: $89,043Net Income 2014: $15,7122014Revenue 2015: $117,257Expenses 2015: $94,336Net Income 2015: $22,9212015Revenue 2016: $95,027Expenses 2016: $100,559Net Income 2016: -$5,5322016Revenue 2017: $126,268Expenses 2017: $100,627Net Income 2017: $25,6412017Revenue 2018: $107,570Expenses 2018: $105,833Net Income 2018: $1,7372018Revenue 2019: $137,026Expenses 2019: $104,042Net Income 2019: $32,9842019Revenue 2020: $115,664Expenses 2020: $85,422Net Income 2020: $30,2422020Revenue 2021: $673,835Expenses 2021: $127,441Net Income 2021: $546,3942021Revenue 2022: $245,275Expenses 2022: $158,310Net Income 2022: $86,9652022Revenue 2023: $204,333Expenses 2023: $165,233Net Income 2023: $39,1002023Revenue 2024: $242,350Expenses 2024: $186,368Net Income 2024: $55,9822024

Highlighted filing

2024

Revenue$242,350
Expenses$186,368
Net Income$55,982

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.97$0.03$8.95$2.42$1.86$0.56
2023Summary only. Only limited summary data is available for this year.$8.43$0.04$8.39$2.04$1.65$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.04$0.05$8.00$2.45$1.58$0.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.03$7.13$6.74$1.27$5.46
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.01$1.66$1.16$0.85$0.30
2019Summary only. Only limited summary data is available for this year.$1.37$0.02$1.37$1.04$0.33
2018Summary only. Only limited summary data is available for this year.$1.05$0.02$1.08$1.06$0.02
2017Summary only. Only limited summary data is available for this year.$1.03$0.02$1.26$1.01$0.26
2016Summary only. Only limited summary data is available for this year.$0.80$0.05$0.95$1.01$0.06
2015Summary only. Only limited summary data is available for this year.$0.82$0.01$1.17$0.94$0.23
2014Summary only. Only limited summary data is available for this year.$0.60$0.02$1.05$0.89$0.16
2013Summary only. Only limited summary data is available for this year.$0.44$0.01$1.09$0.98$0.10
2012Summary only. Only limited summary data is available for this year.$0.35$0.02$1.18$1.04$0.13
2011Summary only. Only limited summary data is available for this year.$0.19$0.01$1.04$1.06$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 7, 2025
Return Version
2024v5.0
Gross Receipts
$242,350
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$838,622$894,604▲ $55,982
Investments in Publicly Traded Securities$721,873$823,355▲ $101,482
Cash and Non-Interest-Bearing Accounts$121,119$73,878▼ $47,241
Total Assets$842,992$897,233▲ $54,241
Liabilities
Accounts Payable and Accrued Expenses$4,370$2,629▼ $1,741
Total Liabilities$4,370$2,629▼ $1,741
Net Assets / Fund Balance
Total Net Assets Fund Balance$838,622$894,604▲ $55,982
Total Liabilities and Net Assets / Fund Balance$842,992$897,233▲ $54,241
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary L BallExecutive DiPT$58,240$58,240

Board Members and Trustees

NameTitle
Father Robert AltierBoard Chairm
Michael GlasgowDirector
Audrey MoySecretary
Kurt VirnigTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$140,719
Program Service Revenue
$0
Investment Income
$101,531
Other Revenue
$100
All Other Contributions
$140,719
Change in Net Assets
$55,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$139,152
Other Expenses$47,216
Total Fundraising Expense$10,413
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$62,971-$8,045$71,016
Current Officers, Directors, Trustees, and Key Employees$40,768$16,307$1,165$58,240
Advertising$12,450--$12,450
Payroll Taxes$7,936$1,247$713$9,896
Fees for Services Accounting$3,000$2,775-$5,775
Office Expenses$2,500$2,943$70$5,513
Information Technology$1,103$4,256-$5,359
Fees for Services Other$5,052--$5,052
Fees for Services Legal$4,674--$4,674
Occupancy$2,791--$2,791
Travel$1,588--$1,588
Insurance$1,080$477-$1,557
Other Expenses$601-$420$601
Total Functional Expenses$147,950$28,005$10,413$186,368
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

Form 990 - part vi - section a, line 8 b governing body and management holy family adoption agency does not have any committee with the authority to act on behalf of the governing body. Form 990 - part vi - section b, line 11 b policies holy family adoption agency provided a copy of the 2024 irs form 990 to all members of the board of directors before it was filed. Form 990 - part vi, section c, line 19 disclosures holy family adoptive agency would make documents available for inspection upon request. No request was made in 2024. Form 990 - part vi, line 12 c enforcement of conflicts policy the organization has a conflicts of interest policy. For the year reflected in this return, the directors and officers missed providing the annual conflicts of interest statement. Nonetheless, the organization's board and officers are of aware of the policy and if any conflicted transactions were to arise, the conflicts would be disclosed at a board meeting and addressed appropriately. The organization's officers and directors will complete and file their annual statements for the current year. Form 990 - part vi, line 15 a & 15 b compensation process for top official & key employee the organization did not change any (increase) compensation in the year reflected in this return. In past years when the compensation was approved, the board reviewed and approved compensation based on a review of comparability data.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Holy Family Adoption Agency
EIN
41-1968883
Phone
6512980133
Address
7301 BASS LAKE ROAD, CRYSTAL, MN 55428
Doing Business As
Holy Family Catholic Adoptionagency

Signing Officer

Name
Mary L Ball
Title
Executive Director
Phone
6512980133
Signed
2025-09-07

Organization Details

Principal Officer
Mary L Ball
Formed
2000
Legal Domicile
Mn
Voting Board Members
5
Independent Board Members
4
Employees
5
Volunteers
11

Preparer

Firm
Dave Hinkemeyer
Address
16300 KANGAROO ST NW, ANOKA, MN 55303-3472
Supplemental Narrative

Additional Explanations

Form 990, Part III

Form 990 - part iii, line 1 & part i, line 1 organization's mission or most significant activities: to provide adoption services to adoptive couples at low cost and promote adoption by offering adoption and support to birth parents, especially those birth parents in crisis pregnancies and to promote the teneta of the catholic church. Form 990 - part iii, line 4a first accomplishment: provided adoption information, education and assistance to nine prospective adoptive couples and some assistance to two adoptive couples who adopted children in the past from holy family adoption agency. The adoption information, education and assistance to the nine prospective adoptive couples included, but was not limited to the following: facilitating backgroud studies, gathering information from their answers to questions and from meetings with them in order to complete the home study assessment and home study assessment update which are required for an adoptive couple to adopt an infant or child. The assistance provided to the adoptive couples who adopted in the past from holy family adoption agency was to provide counsel and information in response to their questions and/or concerns.

Raw XML Appendix352 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/ProgSrvcAccomActy2Grp/Desc0PROVIDE ADOPTION COUNSELING TO TWO BIRTH MOTHERS WHO IN THE THE PAST HAVE PLACED THEIR BABIES IN ADOPTION THROUGH HOLY FAMILY CATHOLIC ADOPTION AGENCY. THE COUNSELING CONSISTED BUT WAS NOT LIMITED TO THE FOLLOWING: ADOPTION, EDUCATION,GRIEF AND LOSS COUNSELING, SPIRITUAL ENRICHMENT AND RESOURCES TO SUPPORT THEIR RESOLVE AND RESILIENCE. PROVIDED SUPPORT TO TWO YOUNG PEOPLE WHO WERE ADOPTED THROUGH HOLY FAMILY CATHOLIC ADOPTION AGENCY A NUMBER OF YEARS AGO. ALSO PROVIDED COUNSELING ABOUT ADOPTION TO ONE BIRTH MOTHER WHO DID NOT PLACE HER BABY IN ADOPTION. WORKED ON SOME REUNIFICATION SERVICES FOR TWO BIRTH PARENTS WITH THEIR ADOPTIVE CHILDREN.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 - PART III, LINE 1 & PART I, LINE 1 ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES: TO PROVIDE ADOPTION SERVICES TO ADOPTIVE COUPLES AT LOW COST AND PROMOTE ADOPTION BY OFFERING ADOPTION AND SUPPORT TO BIRTH PARENTS, ESPECIALLY THOSE BIRTH PARENTS IN CRISIS PREGNANCIES AND TO PROMOTE THE TENETA OF THE CATHOLIC CHURCH. FORM 990 - PART III, LINE 4A FIRST ACCOMPLISHMENT: PROVIDED ADOPTION INFORMATION, EDUCATION AND ASSISTANCE TO NINE PROSPECTIVE ADOPTIVE COUPLES AND SOME ASSISTANCE TO TWO ADOPTIVE COUPLES WHO ADOPTED CHILDREN IN THE PAST FROM HOLY FAMILY ADOPTION AGENCY. THE ADOPTION INFORMATION, EDUCATION AND ASSISTANCE TO THE NINE PROSPECTIVE ADOPTIVE COUPLES INCLUDED, BUT WAS NOT LIMITED TO THE FOLLOWING: FACILITATING BACKGROUD STUDIES, GATHERING INFORMATION FROM THEIR ANSWERS TO QUESTIONS AND FROM MEETINGS WITH THEM IN ORDER TO COMPLETE THE HOME STUDY ASSESSMENT AND HOME STUDY ASSESSMENT UPDATE WHICH ARE REQUIRED FOR AN ADOPTIVE COUPLE TO ADOPT AN INFANT OR CHILD. THE ASSISTANCE PROVIDED TO THE ADOPTIVE COUPLES WHO ADOPTED IN THE PAST FROM HOLY FAMILY ADOPTION AGENCY WAS TO PROVIDE COUNSEL AND INFORMATION IN RESPONSE TO THEIR QUESTIONS AND/OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 - PART VI - SECTION A, LINE 8 B GOVERNING BODY AND MANAGEMENT HOLY FAMILY ADOPTION AGENCY DOES NOT HAVE ANY COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990 - PART VI - SECTION B, LINE 11 B POLICIES HOLY FAMILY ADOPTION AGENCY PROVIDED A COPY OF THE 2024 IRS FORM 990 TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT WAS FILED. FORM 990 - PART VI, SECTION C, LINE 19 DISCLOSURES HOLY FAMILY ADOPTIVE AGENCY WOULD MAKE DOCUMENTS AVAILABLE FOR INSPECTION UPON REQUEST. NO REQUEST WAS MADE IN 2024. FORM 990 - PART VI, LINE 12 C ENFORCEMENT OF CONFLICTS POLICY THE ORGANIZATION HAS A CONFLICTS OF INTEREST POLICY. FOR THE YEAR REFLECTED IN THIS RETURN, THE DIRECTORS AND OFFICERS MISSED PROVIDING THE ANNUAL CONFLICTS OF INTEREST STATEMENT. NONETHELESS, THE ORGANIZATION'S BOARD AND OFFICERS ARE OF AWARE OF THE POLICY AND IF ANY CONFLICTED TRANSACTIONS WERE TO ARISE, THE CONFLICTS WOULD BE DISCLOSED AT A BOARD MEETING AND ADDRESSED APPROPRIATELY. THE ORGANIZATION'S OFFICERS AND DIRECTORS WILL COMPLETE AND FILE THEIR ANNUAL STATEMENTS FOR THE CURRENT YEAR. FORM 990 - PART VI, LINE 15 A & 15 B COMPENSATION PROCESS FOR TOP OFFICIAL & KEY EMPLOYEE THE ORGANIZATION DID NOT CHANGE ANY (INCREASE) COMPENSATION IN THE YEAR REFLECTED IN THIS RETURN. IN PAST YEARS WHEN THE COMPENSATION WAS APPROVED, THE BOARD REVIEWED AND APPROVED COMPENSATION BASED ON A REVIEW OF COMPARABILITY DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY L BALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06512980133
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-07
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0476460879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVE HINKEMEYER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016300 KANGAROO ST NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANOKA
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-07
ReturnHeader/ReturnTs02025-09-07T14:20:33-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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