Civic Intelligence

Holly Given Fund Inc

EIN 82-3858469 • 501(c)3 • Key Largo, FL

Profile

To provide scholarships to local high school students to attend college and to provide financial assistance to local charitable organizations by running a fishing tournament in the florida keys in honor of holly given.

79 North Bay Harbor DriveKey Largo, FL 33037

n/A

Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$12,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

34%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$195,198

Up $50,001 (+34%) from 2023

Liabilities

Up

$20,698

Up $20,698 from 2023

Net Assets

Up

$174,500

Up $29,303 (+20%) from 2023

Revenue

Up

$191,935

Up $23,785 (+14%) from 2023

Expenses

Up

$162,632

Up $23,607 (+17%) from 2023

Net Income

Up

$29,303

Up $178 (+0.6%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2020: $72,915Liabilities 2020: $0Net Assets 2020: $72,9152020Assets 2021: $113,426Liabilities 2021: $0Net Assets 2021: $113,4262021Assets 2022: $116,072Liabilities 2022: $0Net Assets 2022: $116,0722022Assets 2023: $145,197Liabilities 2023: $0Net Assets 2023: $145,1972023Assets 2024: $195,198Liabilities 2024: $20,698Net Assets 2024: $174,5002024

Highlighted filing

2024

Assets$195,198
Liabilities$20,698
Net Assets$174,500

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2020: $114,980Expenses 2020: $112,237Net Income 2020: $2,7432020Revenue 2021: $127,994Expenses 2021: $87,483Net Income 2021: $40,5112021Revenue 2022: $113,480Expenses 2022: $110,834Net Income 2022: $2,6462022Revenue 2023: $168,150Expenses 2023: $139,025Net Income 2023: $29,1252023Revenue 2024: $191,935Expenses 2024: $162,632Net Income 2024: $29,3032024

Highlighted filing

2024

Revenue$191,935
Expenses$162,632
Net Income$29,303

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 18, 2023
Return Version
2022v5.0
Gross Receipts
$113,480
Mission and Program Overview

Mission

To provide scholarships to local high school students to attend college and to provide financial assistance to local charitable organizations by running a fishing tournament in the florida keys in honor of holly given.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION RAISES MONEY TO GIVE SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS ATTENDING COLLEGE AND TO LOCAL CHARITABLE ORGANIZATIONS BY RUNNING A FISHING TOURNAMENT IN THE FLORIDA KEYS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCY GIVENDirector-$0--
ANNIE HAGENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Holly Given Fund Inc
EIN
82-3858469
Phone
3058524833
Address
79 NORTH BAY HARBOR DRIVE, KEY LARGO, FL 33037

Signing Officer

Name
Lucy Given
Title
Director
Phone
3058524833
Signed
2023-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Catarineau & Catarineau LLC
Address
91750 OVERSEAS HIGHWAY, TAVERNIER, FL 33070
Preparer
Catarineau Catarineau LLC
Phone
3058524833
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable. Grantee name: florida keys domestic abuse shelter. Grantee address: po box 522696 marathon shores, fl 33052. Grantee relationship: n/a. Property description: cash. Date of gift: 05/02/22. Amount given: 25,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational. Grantee name: d brito. Grantee relationship: n/a. Property description: cash. Date of gift: 08/18/22. Amount given: 2,817.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational. Grantee name: e garner. Grantee relationship: n/a. Property description: cash. Date of gift: 11/28/22. Amount given: 1,966.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational. Grantee name: s reno. Grantee relationship: n/a. Property description: cash. Date of gift: 12/09/22. Amount given: 550.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational. Grantee name: k herith. Grantee relationship: n/a. Property description: cash. Date of gift: 02/17/22. Amount given: 1,858.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable. Grantee name: upper keys foundation. Grantee address: po box 2009 islamorada, fl 33036. Grantee relationship: n/a. Property description: cash. Date of gift: 02/22/22. Amount given: 10,000. Total included on form 990-ez, line 10: 42,191.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: program service expense (fishing tournament). Amount: 68,643.

Form 990-ez, Part II, Line 24 - Other Assets

Description: deposits. Beg. Of year amount: 39,314. End of year amount: 0.

Raw XML Appendix160 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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IRS990EZ/BooksInCareOfDetail/PersonNm0LUCY GIVEN
IRS990EZ/BooksInCareOfDetail/PhoneNum03058524833
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt079 NORTH BAY HARBOR DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KEY LARGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033037
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IRS990EZ/GrossReceiptsAmt0113480
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNIE HAGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt068643
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS TO ATTEND COLLEGE AND TO PROVIDE FINANCIAL ASSISTANCE TO LOCAL CHARITABLE ORGANIZATIONS BY RUNNING A FISHING TOURNAMENT IN THE FLORIDA KEYS IN HONOR OF HOLLY GIVEN.
IRS990EZ/ProgramServiceRevenueAmt098480
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION RAISES MONEY TO GIVE SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS ATTENDING COLLEGE AND TO LOCAL CHARITABLE ORGANIZATIONS BY RUNNING A FISHING TOURNAMENT IN THE FLORIDA KEYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt054831
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016831
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: FLORIDA KEYS DOMESTIC ABUSE SHELTER. GRANTEE ADDRESS: PO BOX 522696 MARATHON SHORES, FL 33052. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/02/22. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: D BRITO. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/18/22. AMOUNT GIVEN: 2,817.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: E GARNER. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/28/22. AMOUNT GIVEN: 1,966.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: S RENO. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/09/22. AMOUNT GIVEN: 550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: K HERITH. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/17/22. AMOUNT GIVEN: 1,858.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: UPPER KEYS FOUNDATION. GRANTEE ADDRESS: PO BOX 2009 ISLAMORADA, FL 33036. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/22/22. AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 42,191.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: PROGRAM SERVICE EXPENSE (FISHING TOURNAMENT). AMOUNT: 68,643.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 39,314. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCY GIVEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03058524833
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLLY GIVEN FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0823858469
ReturnHeader/Filer/PhoneNum03058524833
ReturnHeader/Filer/USAddress/AddressLine1Txt079 NORTH BAY HARBOR DRIVE
ReturnHeader/Filer/USAddress/CityNm0KEY LARGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201265835
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CATARINEAU & CATARINEAU LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt091750 OVERSEAS HIGHWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAVERNIER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033070
ReturnHeader/PreparerPersonGrp/PhoneNum03058524833
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATARINEAU CATARINEAU LLC
ReturnHeader/ReturnTs02023-09-18T09:59:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LUCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GIVEN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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