Stable asset base, consistently maintaining over $2.5 million in assets over a decade.
Minimal liabilities, demonstrating strong financial management and solvency.
Consistent IRS 990 filing history, indicating good transparency and compliance.
Spending Breakdown
How Robert And Helen Holland Charitable Annuity Tr allocates its funds across programs, administration, and fundraising.
95%
Program Spending
Healthy — majority goes to mission
5%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Robert And Helen Holland Charitable Annuity Tr
Is Robert And Helen Holland Charitable Annuity Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Robert And Helen Holland Charitable Annuity Tr (EIN: 206554587) appears trustworthy. Mission Score: 90/100. 1 red flag identified, 4 strengths noted.
Is Robert And Helen Holland Charitable Annuity Tr a good charity to donate to?
Robert And Helen Holland Charitable Annuity Tr has a Mission Score of 90/100. Revenue: $678K. Assets: $2.7M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Robert And Helen Holland Charitable Annuity Tr?
The Employer Identification Number (EIN) for Robert And Helen Holland Charitable Annuity Tr is 206554587. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Robert And Helen Holland Charitable Annuity Tr spend its money?
Robert And Helen Holland Charitable Annuity Tr allocates 95% to programs, 5% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Robert And Helen Holland Charitable Annuity Tr's tax-exempt status?
You can verify Robert And Helen Holland Charitable Annuity Tr's tax-exempt status using EIN 206554587 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Robert And Helen Holland Charitable Annuity Tr appears to be a well-managed charitable trust with a consistent history of operations. Its financial health is stable, with assets consistently around the $2.5 million to $3 million mark over the past decade, currently standing at $2,739,679. The trust's revenue fluctuates significantly year-to-year, from a low of $94,431 in 2019 to a high of $615,614 in 2020, indicating reliance on investment performance or specific annuity payouts rather than broad public fundraising. Expenses have remained relatively stable, generally in the $200,000-$300,000 range annually.
Spending efficiency is high, as the trust consistently reports 0% officer compensation, suggesting that administrative costs are minimal and likely covered by other means or volunteer efforts. Given its nature as a charitable annuity trust (NTEE Code T22), its primary function is likely to distribute funds to beneficiaries or other charities, which would be categorized as program spending. The absence of significant liabilities (consistently $0 or $1) further underscores its sound financial management.
Transparency appears to be good, with a consistent filing history of 10 IRS 990 forms. The lack of officer compensation and minimal liabilities are positive indicators. While specific program details aren't provided in the summary data, the overall financial picture suggests a focused and efficient operation dedicated to its charitable purpose without excessive overhead.