Civic Intelligence

Holly Hill Cemetery Trust

EIN 59-6750976 • 501(c)13 • St Petersburg, FL

Profile

Investment management for non-profit entity.

PO Box 23559St Petersburg, FL 33742

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

501(c)13 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.00x

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

501(c)13 • $500k-$1M nonprofits • Source year 2024

Net Margin

32nd percentile

2.3%

Higher net margin than 32% of similar nonprofits.

501(c)13 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$5,094

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

501(c)13 • $500k-$1M nonprofits • Source year 2024

Asset Growth

27th percentile

0.3%

Faster asset growth than 27% of similar nonprofits.

501(c)13 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

793%

Faster revenue growth than 99% of similar nonprofits.

501(c)13 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$512,764

Up $1,665 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$512,764

Up $1,665 (+0.3%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin32nd percentile

Revenue

Up

$21,567

Up $19,152 (+793%) from 2023

Expenses

Up

$21,062

Up $3,022 (+17%) from 2023

Net Income

Up

$505

Up $16,130 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$600K$400K$200K$0Assets 2010: $472,407Liabilities 2010: $0Net Assets 2010: $472,4072010Assets 2011: $487,206Liabilities 2011: $0Net Assets 2011: $487,2062011Assets 2012: $497,067Liabilities 2012: $0Net Assets 2012: $497,0672012Assets 2013: $499,581Liabilities 2013: $0Net Assets 2013: $499,5812013Assets 2014: $508,922Liabilities 2014: $0Net Assets 2014: $508,9222014Assets 2015: $512,334Liabilities 2015: $0Net Assets 2015: $512,3342015Assets 2016: $518,192Liabilities 2016: $0Net Assets 2016: $518,1922016Assets 2017: $519,659Liabilities 2017: $0Net Assets 2017: $519,6592017Assets 2018: $519,121Liabilities 2018: $0Net Assets 2018: $519,1212018Assets 2019: $521,565Liabilities 2019: $0Net Assets 2019: $521,5652019Assets 2020: $524,291Liabilities 2020: $0Net Assets 2020: $524,2912020Assets 2021: $525,695Liabilities 2021: $0Net Assets 2021: $525,6952021Assets 2022: $527,349Liabilities 2022: $0Net Assets 2022: $527,3492022Assets 2023: $511,099Liabilities 2023: $0Net Assets 2023: $511,0992023Assets 2024: $512,764Liabilities 2024: $0Net Assets 2024: $512,7642024

Highlighted filing

2024

Assets$512,764
Liabilities$0
Net Assets$512,764
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $9,2162010Expenses 2011: $12,6712011Expenses 2012: $6,5092012Revenue 2013: $7,069Expenses 2013: $4,555Net Income 2013: $2,5142013Revenue 2014: $12,541Expenses 2014: $3,200Net Income 2014: $9,3412014Revenue 2015: $8,651Expenses 2015: $5,239Net Income 2015: $3,4122015Revenue 2016: $9,478Expenses 2016: $3,620Net Income 2016: $5,8582016Revenue 2017: $13,343Expenses 2017: $11,876Net Income 2017: $1,4672017Revenue 2018: $14,329Expenses 2018: $14,867Net Income 2018: -$5382018Revenue 2019: $15,729Expenses 2019: $13,285Net Income 2019: $2,4442019Revenue 2020: $14,793Expenses 2020: $12,067Net Income 2020: $2,7262020Revenue 2021: $13,213Expenses 2021: $11,809Net Income 2021: $1,4042021Revenue 2022: $15,181Expenses 2022: $13,153Net Income 2022: $2,0282022Revenue 2023: $2,415Expenses 2023: $18,040Net Income 2023: -$15,6252023Revenue 2024: $21,567Expenses 2024: $21,062Net Income 2024: $5052024

Highlighted filing

2024

Revenue$21,567
Expenses$21,062
Net Income$505
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$512,764
Liabilities
$0
Net assets
$512,764
Revenue
$21,567
Expenses
$21,062
Net income
$505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.22$0.21$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.02$0.18$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.15$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.13$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.15$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.16$0.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.14$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.13$0.12$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.09$0.04$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.09$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.13$0.03$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.07$0.05$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.00$4.97$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.87$0.00$4.87$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.72$0.00$4.72$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 26, 2025
Return Version
2024v5.2
Gross Receipts
$21,601
Mission and Program Overview

Mission

Investment management for non-profit entity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$511,099$512,764▲ $1,665
Investments in Publicly Traded Securities$459,028$458,553▼ $475
Savings and Temporary Cash Investments$52,071$54,211▲ $2,140
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$511,099$512,764▲ $1,665
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$511,099$512,764▲ $1,665
Total Liabilities and Net Assets / Fund Balance$511,099$512,764▲ $1,665
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseTotal
-Trustee$5,094$5,094
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,567
Other Revenue
$0
Change in Net Assets
$505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,968
Salaries, Compensation, and Employee Benefits$5,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates-$14,300-$14,300
Current Officers, Directors, Trustees, and Key Employees-$5,094-$5,094
Fees for Services Accounting-$1,400-$1,400
Other Expenses-$268-$268
Total Functional Expenses$0$21,062$0$21,062
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - trustee reviews form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“No other documents available to public.”

Filing and Contact Details

Filer

Filer Name
Holly Hill Cemetery Trust
EIN
59-6750976
Phone
8002181420
Address
PO BOX 23559, ST PETERSBURG, FL 33742

Signing Officer

Name
Raymond James Trust Na
Title
Trust Officer
Phone
8002181420
Signed
2025-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raymond James Trust Na
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Coastal CPA Firm Pllc
Address
555 W GRANADA BLVD STE C-10, ORMOND BEACH, FL 32174-9494
Preparer
John Luke
Phone
8334140886
Supplemental Narrative

Additional Explanations

Form 990 Line 11B

“Trustee reviews form 990 prior to filing.”

FORM 990, PART XI, LINE 9:

“Principal additions to trust 1,380. Net tax lot adjustments -220.”

Raw XML Appendix238 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RAYMOND JAMES TRUST N A
IRS990/BooksInCareOfDetail/PhoneNum08002181420
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 23559
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST PETERSBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0337423559
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt021567
IRS990/CYOtherExpensesAmt015968
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0505
IRS990/CYSalariesCompEmpBnftPaidAmt05094
IRS990/CYTotalExpensesAmt021062
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021567
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/Desc0INVESTMENT MANAGEMENT FOR NON-PROFIT ENTITY.
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IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01400
IRS990/FeesForServicesAccountingGrp/TotalAmt01400
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05094
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0-2
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt032
IRS990/GrossReceiptsAmt021601
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt021569
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021569
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0459028
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0458553
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt034
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0INVESTMENT MANAGEMENT FOR NON-PROFIT ENTITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0511099
IRS990/NetAssetsOrFundBalancesEOYAmt0512764
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01160
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0268
IRS990/OtherExpensesGrp/TotalAmt0268
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt014300
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02415
IRS990/PYOtherExpensesAmt013740
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-15625
IRS990/PYSalariesCompEmpBnftPaidAmt04300
IRS990/PYTotalExpensesAmt018040
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02415
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0505
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt054211
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - TRUSTEE REVIEWS FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEE REVIEWS FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER DOCUMENTS AVAILABLE TO PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRINCIPAL ADDITIONS TO TRUST 1,380. NET TAX LOT ADJUSTMENTS -220.
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND JAMES TRUST NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08002181420
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLLY HILL CEMETERY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RAYMOND JAMES TRUST NA
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0596750976
ReturnHeader/Filer/PhoneNum08002181420
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 23559
ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033742
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0884063729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COASTAL CPA FIRM PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 W GRANADA BLVD STE C-10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORMOND BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0321749494
ReturnHeader/PreparerPersonGrp/PhoneNum08334140886
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN LUKE
ReturnHeader/ReturnTs02025-10-30T08:48:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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