Civic Intelligence

Holly Hall Endowment Foundation

990EZ • Fiscal year 2023 • EIN 46-2695510

Apr 01, 2022 to Mar 31, 2023 • Filed on Aug 15, 2023

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

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

39th percentile

-1.4%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-8.2%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-88%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$20,007

Down $1,790 (-8.2%) from 2022

Net Assets

Down

$20,007

Down $36 (-0.2%) from 2022

Liabilities

Down

$0

Down $1,754 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin39th percentile

Revenue

Down

$2,500

Down $17,500 (-88%) from 2022

Expenses

Up

$2,536

Up $182 (+7.7%) from 2022

Net Income

Down

-$36

Down $17,682 (-100%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2023

Assets$20,007
Liabilities$0
Net Assets$20,007
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

2023

Revenue$2,500
Expenses$2,536
Net Income-$36
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Aug 15, 2023
Return Version
2022v5.0
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 activities that support and benefit the mission of Holly Hall.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROCK HOUSTOUNTreas/Sec-$0--
THOMAS A MENGESChairman-$0--
James P Houstoun IIIDirector-$0--
Jerry McNeillDirector-$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
Thomas a Menges
Title
Chairman
Phone
7134994600
Signed
2023-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis 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:1200”

Form 990EZ Part I Line 16

“Description:BANK FEES Amount:36”

Form 990EZ Part II Line 26

“Description:DUE TO AFFILIATE BOY Amount:1754 EOY Amount:”

Raw XML Appendix159 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2James P Houstoun III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jerry McNeill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREAS/SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01236
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.
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01754
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02536
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
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:OFFICE EXPENSES Amount:1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:BANK FEES Amount:36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:DUE TO AFFILIATE BOY Amount:1754 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART II LINE 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS A MENGES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07134994600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-15
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS 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/ReturnTs02023-10-31T08:58:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MENGES
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,007
Liabilities
$0
Net assets
$20,007
Revenue
$2,500
Expenses
$2,536
Net income
-$36
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits