Civic Intelligence

Holly Hall Endowment Foundation

990EZ • Fiscal year 2020 • EIN 46-2695510

Apr 01, 2019 to Mar 31, 2020 • Filed on Nov 17, 2020

Organization ProfileN/A
2000 Holly Hall StreetHouston, TX 77054

(713) 799-9031

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.38x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

0.54x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

62nd percentile

14%

Higher net margin than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

33%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$3,529

Up $879 (+33%) from 2019

Net Assets

Up

$2,189

Up $339 (+18%) from 2019

Liabilities

Up

$1,340

Up $540 (+68%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin62nd percentile

Revenue

Up

$2,500

Up $2,500 from 2019

Expenses

Down

$2,161

Down $2,527 (-54%) from 2019

Net Income

Up

$339

Up $5,027 (+107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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 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

2020

Assets$3,529
Liabilities$1,340
Net Assets$2,189
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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 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

2020

Revenue$2,500
Expenses$2,161
Net Income$339
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Nov 17, 2020
Return Version
2019v5.1
Gross Receipts
$2,500
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.

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 activites that support and benefit the mission of Holly Hall.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BUAASDirector-$0--
ROCK HOUSTOUNTreas/Sec-$0--
THOMAS MENGESChairman-$0--
Filing and Contact Details

Filer

Filer Name
Holly Hall Endowment Foundation
EIN
46-2695510
In Care Of
% HOLLY HALL
Phone
7137999031
Address
2000 Holly Hall Street, Houston, TX 77054

Signing Officer

Name
Tom Menges
Title
Chairman
Phone
7134994600
Signed
2020-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
2700 Post Oak Blvd Ste 1500, HOUSTON, TX 77056
Preparer
Amanda Maya
Phone
7134994600
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:OFFICE EXPENSES Amount:2161”

Form 990EZ Part II Line 24

“Description:DUE FROM AFFILIATE BOY Amount:482 EOY Amount:”

Form 990EZ Part II Line 26

“Description:DUE TO AFFILIATE BOY Amount:EOY Amount:1340”

Raw XML Appendix149 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/BOYAmt02168
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03529
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0339
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt03529
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt02500
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01850
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02189
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01850
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02189
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES BUAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROCK HOUSTOUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS MENGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREAS/SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0482
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02161
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 activites that support and benefit the mission of Holly Hall.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0800
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01340
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02161
IRS990EZ/TotalRevenueAmt02500
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/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741157354
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02161
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLLY HALL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:OFFICE EXPENSES Amount:2161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:DUE FROM AFFILIATE BOY Amount:482 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:DUE TO AFFILIATE BOY Amount:EOY Amount:1340
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM MENGES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07134994600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holly Hall Endowment Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0462695510
ReturnHeader/Filer/InCareOfNm0% HOLLY HALL
ReturnHeader/Filer/PhoneNum07137999031
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 Holly Hall Street
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077054
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B8BAFC7B0EE1B949D629B5E3899807901D6696DD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0413DC25F35764CB38C029D7A3BE266128AFE0E55
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId076915820203575000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-12-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.127.241.49
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 Post Oak Blvd Ste 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07134994600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amanda Maya
ReturnHeader/ReturnTs02020-12-22T23:40:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,529
Liabilities
$1,340
Net assets
$2,189
Revenue
$2,500
Expenses
$2,161
Net income
$339
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
2020Detailed filing. Detailed filing data is available for this year.$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
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