Holdeen Fund 50 10
Holdeen Fund maintains substantial assets with zero executive compensation.
EIN: 146018148 · Saint Louis, MO · NTEE: T111 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $152K |
| Total Expenses | $220K |
| Program Spending | 90% |
| Net Assets | $3.6M |
| Transparency Score | 95/100 |
Is Holdeen Fund 50 10 Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Holdeen Fund 50 10 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Holdeen Fund 50 10
Holdeen Fund 50 10 (EIN: 146018148) is a nonprofit organization based in Saint Louis, MO, classified under NTEE code T111. The organization reported total revenue of $152K and total assets of $3.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Holdeen Fund 50 10's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Holdeen Fund 50 10 is a small nonprofit that has been operating for 39 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $227K |
| Total Expenses | $220K |
| Surplus / Deficit | +$7K |
| Total Assets | $3.6M |
| Total Liabilities | $1 |
| Net Assets | $3.6M |
| Operating Margin | 3.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 196.8 months |
Financial Health Grade: A
In 2023, Holdeen Fund 50 10 reported a surplus of $7K with revenue exceeding expenses, holds 196.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Holdeen Fund 50 10's revenue has grown at a compound annual growth rate (CAGR) of 6.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +17.4% | -6.5% | +0.2% |
| 2022 | -89.8% | +76.4% | -1.2% |
| 2021 | +900.4% | -17.0% | +67.2% |
| 2020 | +6.7% | +20.5% | +1.3% |
| 2019 | +120.7% | -0.7% | +0.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1987 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Holdeen Fund 50 10 with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Holdeen Fund 50 10 allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $7K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating a volunteer-led organization or one where leadership compensation is covered by an affiliated entity, which is highly efficient for an organization of its asset size.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Holdeen Fund 50 10:
- Consistently reports 0% officer compensation, indicating high efficiency.
- Substantial and growing asset base ($3,536,771 latest, $3,605,706 in 2023) provides long-term financial stability.
- Low liabilities (consistently $1 or $0) indicate strong financial management and minimal debt.
- Stable expense levels despite fluctuating revenues suggest prudent financial planning and reliance on endowment.
Frequently Asked Questions about Holdeen Fund 50 10
Is Holdeen Fund 50 10 a legitimate charity?
Based on AI analysis of IRS 990 filings, Holdeen Fund 50 10 (EIN: 146018148) appears legitimate. Mission Score: 95/100. 0 red flags identified, 4 strengths noted.
How does Holdeen Fund 50 10 spend its money?
Holdeen Fund 50 10 directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Holdeen Fund 50 10 tax-deductible?
Holdeen Fund 50 10 is registered as a tax-exempt nonprofit (EIN: 146018148). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Holdeen Fund 50 10 compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Holdeen Fund 50 10 is above average for NTEE category T111 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Holdeen Fund 50 10 located?
Holdeen Fund 50 10 is headquartered in Saint Louis, Missouri and files with the IRS under EIN 146018148. It is classified under NTEE code T111.
How many years of IRS 990 filings does Holdeen Fund 50 10 have?
Holdeen Fund 50 10 has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $152K in total revenue.
Is Holdeen Fund 50 10 a good charity?
Based on the provided data, Holdeen Fund 50 10 appears to be a very good charity. It has substantial assets ($3,536,771), consistently reports zero officer compensation, and maintains stable expenses, indicating strong financial health and efficient use of resources.
How does Holdeen Fund 50 10 manage its finances given fluctuating revenue?
The organization manages its finances well, as evidenced by its stable expense levels despite significant revenue fluctuations (e.g., $1,902,786 in 2021 vs. $193,450 in 2022). This suggests a reliance on its substantial asset base for consistent operations and grantmaking, rather than solely on annual contributions.
What is the primary financial strength of Holdeen Fund 50 10?
The primary financial strength is its substantial and growing asset base, reaching $3,605,706 in 2023, which provides long-term stability and capacity for its mission, coupled with zero executive compensation.
Filing History
IRS 990 filing history for Holdeen Fund 50 10 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Holdeen Fund 50 10's revenue has grown by 114.1%, moving from $106K to $227K. Total assets increased by 60.7% over the same period, from $2.2M to $3.6M. Total functional expenses rose by 92.6%, from $114K to $220K. In its most recent filing year (2023), Holdeen Fund 50 10 reported a surplus of $7K, with revenue exceeding expenses. The organization holds $1 in liabilities against $3.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $227K | $220K | $3.6M | $1 | — | View 990 |
| 2022 | $193K | $235K | $3.6M | $1 | — | View 990 |
| 2021 | $1.9M | $133K | $3.6M | $1 | — | View 990 |
| 2020 | $190K | $161K | $2.2M | $1 | — | View 990 |
| 2019 | $178K | $133K | $2.2M | $1 | — | View 990 |
| 2015 | $81K | $134K | $2.1M | $0 | — | View 990 |
| 2014 | $62K | $132K | $2.2M | $0 | — | View 990 |
| 2013 | $60K | $126K | $2.3M | $0 | — | View 990 |
| 2012 | $209K | $118K | $2.3M | $0 | — | View 990 |
| 2011 | $106K | $114K | $2.2M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $227K, expenses of $220K, and assets of $3.6M (revenue +17.4% year-over-year).
- 2022: Revenue of $193K, expenses of $235K, and assets of $3.6M (revenue -89.8% year-over-year).
- 2021: Revenue of $1.9M, expenses of $133K, and assets of $3.6M (revenue +900.4% year-over-year).
- 2020: Revenue of $190K, expenses of $161K, and assets of $2.2M (revenue +6.7% year-over-year).
- 2019: Revenue of $178K, expenses of $133K, and assets of $2.2M (revenue +120.7% year-over-year).
- 2015: Revenue of $81K, expenses of $134K, and assets of $2.1M (revenue +30.8% year-over-year).
- 2014: Revenue of $62K, expenses of $132K, and assets of $2.2M (revenue +2.3% year-over-year).
- 2013: Revenue of $60K, expenses of $126K, and assets of $2.3M (revenue -71.1% year-over-year).
- 2012: Revenue of $209K, expenses of $118K, and assets of $2.3M (revenue +97.1% year-over-year).
- 2011: Revenue of $106K, expenses of $114K, and assets of $2.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Holdeen Fund 50 10:
Data Sources and Methodology
This transparency report for Holdeen Fund 50 10 is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.