Civic Intelligence

Holly Hall Endowment Foundation

990EZ • Fiscal year 2018 • EIN 46-2695510

Apr 01, 2017 to Mar 31, 2018 • Filed on Feb 08, 2019

Organization ProfileN/A
2000 Holly Hall StreetHouston, TX 77054

(713) 799-9031

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$7,837

Flat from 2018

Net Assets

Flat

$6,538

Flat from 2018

Liabilities

Flat

$1,299

Flat from 2018

Revenue And Expenses

Revenue

Flat

$0

Flat from 2018

Expenses

Flat

$6,018

Flat from 2018

Net Income

Flat

-$6,018

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2014: $0Net Assets 2014: $02014Assets 2015: $30,164Liabilities 2015: $7,114Net Assets 2015: $23,0502015Assets 2017: $14,525Liabilities 2017: $1,969Net Assets 2017: $12,5562017Assets 2018: $7,837Liabilities 2018: $1,299Net Assets 2018: $6,5382018Assets 2018: $7,837Liabilities 2018: $1,299Net Assets 2018: $6,5382018Assets 2019: $2,650Liabilities 2019: $800Net Assets 2019: $1,8502019Assets 2020: $3,529Liabilities 2020: $1,340Net Assets 2020: $2,1892020Assets 2021: $3,789Liabilities 2021: $1,392Net Assets 2021: $2,3972021Assets 2022: $21,797Liabilities 2022: $1,754Net Assets 2022: $20,0432022Assets 2023: $20,007Liabilities 2023: $0Net Assets 2023: $20,0072023Assets 2025: $19,087Liabilities 2025: $0Net Assets 2025: $19,0872025

Highlighted filing

2018

Assets$7,837
Liabilities$1,299
Net Assets$6,538
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2014: $11,585Expenses 2014: $11,585Net Income 2014: $02014Revenue 2015: $45,501Expenses 2015: $22,451Net Income 2015: $23,0502015Revenue 2017: $0Expenses 2017: $8,621Net Income 2017: -$8,6212017Revenue 2018: $0Expenses 2018: $6,018Net Income 2018: -$6,0182018Revenue 2018: $0Expenses 2018: $6,018Net Income 2018: -$6,0182018Revenue 2019: $0Expenses 2019: $4,688Net Income 2019: -$4,6882019Revenue 2020: $2,500Expenses 2020: $2,161Net Income 2020: $3392020Revenue 2021: $2,500Expenses 2021: $2,292Net Income 2021: $2082021Revenue 2022: $20,000Expenses 2022: $2,354Net Income 2022: $17,6462022Revenue 2023: $2,500Expenses 2023: $2,536Net Income 2023: -$362023Revenue 2025: $0Expenses 2025: $1,610Net Income 2025: -$1,6102025

Highlighted filing

2018

Revenue$0
Expenses$6,018
Net Income-$6,018
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Feb 8, 2019
Return Version
2017v2.2
Mission and Program Overview

Mission

The purpose of the holly hall endowment foundation is to create and manage an endowment for the exclusive benefit and support of holly hall. Holly hall is a christian retirement community, offering care for independent, assisted and healthcare living for residents, both men and women, of varying needs in a loving, home-like facility.

The purpose of the Holly Hall Endowment Foundation is to create and manage an endowment for the exclusive benefit and support of Holly Hall. Holly Hall is a Christian retirement community offering care for Independent, assisted and Healthcare living for residents, both men and women, of varying needs in a loving, home-like facility.

Program Services

DescriptionGrantsExpenses
The Holly Hall Endowment Foundation continued to be in an organizational stage. Once it is fully operational, it will support and benefit Holly Hall by (a) soliciting, receiving, holding, investing and managing gifts, grants, contributions and bequests through an endowment Fund in order to support the long-term mission, goals, purposes and ministries of Holly Hall, (b) making periodic distributions to Holly Hall and/or engaging in activities that support and benefit the mission of Holly Hall.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James BuaasChairman-$0--
Rock HoustounTreas/Sec-$0--
Rick JeterDirector-$0--
James McIntyreDirector-$0--
Filing and Contact Details

Filer

Filer Name
Holly Hall Endowment Foundation
EIN
46-2695510
Phone
7137999031
Address
2000 Holly Hall Street, Houston, TX 77054

Signing Officer

Name
James Buaas
Title
Chairman
Signed
2019-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $608”

Other Expenses.1012

“Insurance $2982”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $745 Prepaid Expenses and Deferred Charges - Ending $746”

Total Liabilities.1

“Due to affiliate - Beginning $1969 Due to affiliate - Ending $1299”

Raw XML Appendix144 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Holly Hall
IRS990EZ/BooksInCareOfDetail/PhoneNum07137999031
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02000 Holly Hall Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013780
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07091
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6018
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02428
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014525
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07837
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012556
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06538
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012556
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06538
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Buaas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rock Houstoun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rick Jeter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3James McIntyre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treas/Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0745
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0746
IRS990EZ/OtherExpensesTotalAmt03590
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of the Holly Hall Endowment Foundation is to create and manage an endowment for the exclusive benefit and support of Holly Hall. Holly Hall is a Christian retirement community offering care for Independent, assisted and Healthcare living for residents, both men and women, of varying needs in a loving, home-like facility.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Holly Hall Endowment Foundation continued to be in an organizational stage. Once it is fully operational, it will support and benefit Holly Hall by (a) soliciting, receiving, holding, investing and managing gifts, grants, contributions and bequests through an endowment Fund in order to support the long-term mission, goals, purposes and ministries of Holly Hall, (b) making periodic distributions to Holly Hall and/or engaging in activities that support and benefit the mission of Holly Hall.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01969
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01299
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06018
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741157354
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06018
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Holly Hall
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt06018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prepaid Expenses and Deferred Charges - Beginning $745 Prepaid Expenses and Deferred Charges - Ending $746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Due to affiliate - Beginning $1969 Due to affiliate - Ending $1299
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Buaas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holly Hall Endowment Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0462695510
ReturnHeader/Filer/PhoneNum07137999031
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 Holly Hall Street
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077054
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770275132
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody Blazek
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-08T12:13:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,837
Liabilities
$1,299
Net assets
$6,538
Revenue
$0
Expenses
$6,018
Net income
-$6,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.00$1.61$1.61
2023Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$2.50$2.54$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$1.75$20.0$20.0$2.35$17.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$1.39$2.40$2.50$2.29$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$1.34$2.19$2.50$2.16$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.80$1.85$0.00$4.69$4.69
2018Detailed filing. Detailed filing data is available for this year.$7.84$1.30$6.54$0.00$6.02$6.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$1.30$6.54$0.00$6.02$6.02
2017Detailed filing. Detailed filing data is available for this year.$14.5$1.97$12.6$0.00$8.62$8.62
2015Detailed filing. Detailed filing data is available for this year.$30.2$7.11$23.1$45.5$22.5$23.1
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$11.6$11.6$0.00