Robert And Helen Holland Charitable Annuity Tr
Robert And Helen Holland Charitable Annuity Tr maintains stable assets and zero officer compensation amidst fluctuating revenues.
EIN: 206554587 · Brattleboro, VT · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $678K |
| Total Expenses | $268K |
| Program Spending | 95% |
| CEO/Top Officer Pay | $2.7 |
| Net Assets | $2.8M |
| Transparency Score | 90/100 |
Is Robert And Helen Holland Charitable Annuity Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Robert And Helen Holland Charitable Annuity Tr directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Robert And Helen Holland Charitable Annuity Tr
Robert And Helen Holland Charitable Annuity Tr (EIN: 206554587) is a nonprofit organization based in Brattleboro, VT, classified under NTEE code T22. The organization reported total revenue of $678K and total assets of $2.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robert And Helen Holland Charitable Annuity Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Robert And Helen Holland Charitable Annuity Tr is a small nonprofit that has been operating for 15 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $154K |
| Total Expenses | $268K |
| Surplus / Deficit | $-114,311 |
| Total Assets | $2.8M |
| Total Liabilities | $1 |
| Net Assets | $2.8M |
| Operating Margin | -74.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 125.1 months |
Financial Health Grade: B
In 2023, Robert And Helen Holland Charitable Annuity Tr reported a deficit of $114K with expenses exceeding revenue, holds 125.1 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), Robert And Helen Holland Charitable Annuity Tr's revenue has grown at a compound annual growth rate (CAGR) of 3.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +2.6% | -9.6% | -3.9% |
| 2022 | -71.5% | -7.3% | -4.8% |
| 2021 | -14.6% | +23.1% | +7.2% |
| 2020 | +551.9% | +5.9% | +14.3% |
| 2019 | -58.4% | +12.7% | -12.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2011 |
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 Robert And Helen Holland Charitable Annuity Tr with a Mission Score of 90 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Robert And Helen Holland Charitable Annuity Tr allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 deficit of $114K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers or key employees receive salaries from the trust. This is highly efficient for an organization of its asset size ($2.7 million).
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.
Red Flags
The following concerns were identified during AI analysis of Robert And Helen Holland Charitable Annuity Tr's IRS 990 filings:
- Significant year-to-year revenue volatility, which could impact consistent grantmaking if not managed with reserves.
Strengths
The following positive indicators were identified for Robert And Helen Holland Charitable Annuity Tr:
- Consistent 0% officer compensation, indicating extremely low administrative overhead.
- 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.
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) some concerns. Mission Score: 90/100. 1 red flag identified, 4 strengths noted.
How does Robert And Helen Holland Charitable Annuity Tr spend its money?
Robert And Helen Holland Charitable Annuity Tr directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Robert And Helen Holland Charitable Annuity Tr tax-deductible?
Robert And Helen Holland Charitable Annuity Tr is registered as a tax-exempt nonprofit (EIN: 206554587). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Robert And Helen Holland Charitable Annuity Tr CEO make?
Robert And Helen Holland Charitable Annuity Tr's highest-compensated officer earns $2.7 annually. The organization reported $678K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Robert And Helen Holland Charitable Annuity Tr compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Robert And Helen Holland Charitable Annuity Tr is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Robert And Helen Holland Charitable Annuity Tr located?
Robert And Helen Holland Charitable Annuity Tr is headquartered in Brattleboro, Vermont and files with the IRS under EIN 206554587. It is classified under NTEE code T22.
How many years of IRS 990 filings does Robert And Helen Holland Charitable Annuity Tr have?
Robert And Helen Holland Charitable Annuity Tr 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 $678K in total revenue.
What are the specific charitable beneficiaries or programs supported by the trust?
The provided data, being a summary of IRS 990 filings, does not detail the specific beneficiaries or programs. Further investigation into the full 990 forms would be needed to identify where the program expenses are directed.
How does the trust manage its investment portfolio to generate revenue?
While the revenue fluctuates significantly, indicating reliance on investments, the summary data does not provide details on the trust's investment strategies or portfolio management. This information would typically be found in the full IRS 990.
What is the reason for the significant year-to-year fluctuation in revenue?
The revenue fluctuations (e.g., $94,431 in 2019 vs. $615,614 in 2020) are likely due to the nature of an annuity trust, which can receive varying amounts from investments, asset sales, or specific annuity payments in different years. It's not necessarily a red flag but a characteristic of its operational model.
Filing History
IRS 990 filing history for Robert And Helen Holland Charitable Annuity Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Robert And Helen Holland Charitable Annuity Tr's revenue has grown by 47.7%, moving from $104K to $154K. Total assets decreased by 8.5% over the same period, from $3.1M to $2.8M. Total functional expenses rose by 37.1%, from $196K to $268K. In its most recent filing year (2023), Robert And Helen Holland Charitable Annuity Tr reported a deficit of $114K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $154K | $268K | $2.8M | $1 | — | View 990 |
| 2022 | $150K | $297K | $2.9M | $1 | — | View 990 |
| 2021 | $526K | $320K | $3.1M | $1 | — | — |
| 2020 | $616K | $260K | $2.9M | $1 | — | View 990 |
| 2019 | $94K | $245K | $2.5M | $0 | — | View 990 |
| 2015 | $227K | $218K | $2.8M | $0 | — | View 990 |
| 2014 | $150K | $219K | $2.8M | $0 | — | View 990 |
| 2013 | $96K | $207K | $2.9M | $0 | — | View 990 |
| 2012 | $164K | $202K | $3.0M | $1 | — | View 990 |
| 2011 | $104K | $196K | $3.1M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $154K, expenses of $268K, and assets of $2.8M (revenue +2.6% year-over-year).
- 2022: Revenue of $150K, expenses of $297K, and assets of $2.9M (revenue -71.5% year-over-year).
- 2021: Revenue of $526K, expenses of $320K, and assets of $3.1M (revenue -14.6% year-over-year).
- 2020: Revenue of $616K, expenses of $260K, and assets of $2.9M (revenue +551.9% year-over-year).
- 2019: Revenue of $94K, expenses of $245K, and assets of $2.5M (revenue -58.4% year-over-year).
- 2015: Revenue of $227K, expenses of $218K, and assets of $2.8M (revenue +51.9% year-over-year).
- 2014: Revenue of $150K, expenses of $219K, and assets of $2.8M (revenue +55.1% year-over-year).
- 2013: Revenue of $96K, expenses of $207K, and assets of $2.9M (revenue -41.3% year-over-year).
- 2012: Revenue of $164K, expenses of $202K, and assets of $3.0M (revenue +57.6% year-over-year).
- 2011: Revenue of $104K, expenses of $196K, and assets of $3.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Robert And Helen Holland Charitable Annuity Tr:
Data Sources and Methodology
This transparency report for Robert And Helen Holland Charitable Annuity Tr 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.