Civic Intelligence

Holly Given Fund Inc

990EZ • Fiscal year 2022 • EIN 82-3858469

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 18, 2023

79 North Bay Harbor DriveKey Largo, FL 33037

(305) 852-4833

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

46th percentile

2.3%

Higher net margin than 46% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

52nd percentile

2.3%

Faster asset growth than 52% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-11%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$116,072

Up $2,646 (+2.3%) from 2021

Net Assets

Up

$116,072

Up $2,646 (+2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$113,480

Down $14,514 (-11%) from 2021

Expenses

Up

$110,834

Up $23,351 (+27%) from 2021

Net Income

Down

$2,646

Down $37,865 (-93%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$116,072
Liabilities$0
Net Assets$116,072

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$113,480
Expenses$110,834
Net Income$2,646
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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074112
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0116072
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02646
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0113426
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0116072
IRS990EZ/GrantsAndSimilarAmountsPaidAmt042191
IRS990EZ/GrossReceiptsAmt0113480
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113426
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0116072
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0113426
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0116072
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUCY GIVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNIE HAGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt039314
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0110834
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0113480
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt054831
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt054831
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016831
IRS990ScheduleA/Total509Grp/TotalAmt054831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016831
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt054831
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits