Holly Hall

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The mission of Holly Hall is to provide a non-profit retirement community operated on Christian principles.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 74-1157354) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
Run by 85 volunteers and 241 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $639K a year · 5% of revenue · last 6 filings
A surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
81%
of spending
81% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$793K
to officers and key staff · 6% of spending
Pay to officers and key staff is 6% of spending.
Part VII, Section A
2.9 mo
of spending, in cash
Plus $12.6M in investments, Pt X · Ln 11–13
2.9 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $143K
12 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$2.2M
5% of total assets
Liabilities are 5% of assets.
Pt X · Ln 26
Independent board members
36
of 36 voting members
36 of 36 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$13.8M
+0.6% vs prior year
Spent
$13.6M
To programs
81%
Net assets
$40.8M
By yearFY2020–FY2025
Revenue
$13.8M
FY2025▲ +0.6%
Tap a bar for its year
Revenue by fiscal year
FY2020$11.8M
FY2021$12.4M
FY2022$13.2M
FY2023$12.0M
FY2024$13.8M
FY2025$13.8M
Expenses
$13.6M
FY2025▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2020$13.0M
FY2021$13.7M
FY2022$13.7M
FY2023$13.6M
FY2024$13.1M
FY2025$13.6M
Net assets
$40.8M
FY2025▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$37.1M
FY2021$40.8M
FY2022$40.3M
FY2023$37.9M
FY2024$40.0M
FY2025$40.8M

From the FY2025 Form 990 (year ending March 2025) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1954.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $11.0M Management & general 14% · $2.0M Fundraising 4% · $611K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

41 people listed on the 990; $793K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$296,395Pt VII · Sec A
Director of Finance
$163,227Pt VII · Sec A
Director of Sales & Marketing
$119,296Pt VII · Sec A
Director of Facilities & Maintenance
$112,540Pt VII · Sec A
Executive Chef/Director of Dining
$101,371Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
Member-At-Large
$0Pt VII · Sec A
Member-At-Large
$0Pt VII · Sec A

Peter Drew’s $296K as CEO is at the 75th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Peter Drew$296,395$290,912$92,468———
Mark Mullahy——$77,761$280,391$264,888$261,849
Autumn Clouse$163,227$155,559$151,714$140,238$117,807$51,423
Amy Ward——$98,014$134,568$118,246$115,077
Brooke Alise Wood——$128,989$126,354$100,894—
Melba Breed$119,296$112,164————
Walter Hays$112,540$113,544$111,039$113,583——
Wendy Olawale———$109,036——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Holly Hall executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides a Christian retirement community for seniors aged 65 and older, offering a continuum of care from independent living to full nursing services.

Questions for Holly Hall

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1 program · $11.0M · in their own filed words · FY2024
01

Holly Hall retirement community is a unique, non-denominational Christian retirement community for those 65 years of age or older. Governed by a volunteer board of directors, Holly Hall provides a continuum of care ranging from independent living to assisted living to full nursing care.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 74-1157354) · Dispute this line
$11.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 12 funders →
Grants paid · 6 grants · $881K · 2019–2024
Unitemized GrantFY2024$117,807
Unitemized GrantFY2023$114,439
Unitemized GrantFY2022$67,999
Unitemized GrantFY2021$119,455
Unitemized GrantFY2020$182,895
Unitemized GrantFY2019$278,101

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Mar 2022 · $825K federal money spent
Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$702K
Disaster Grants - Public Assistance (presidentially Declared Disasters)Department of Homeland Security · ALN 97.036 · Through Texas Division of Emergency Management$124K

The auditor reported no findings.

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$13.8M
Ln 12
Fees for servicesLn 2g$12.2M
Gifts and grantsLn 1h$979K
Investment incomeLn 3$492K
Money outPt IX
$13.6M
Ln 25
Programscol B$11.0M
Managementcol C$2.0M
Fundraisingcol D$611K
Owns and owesPt X
$40.8M
net assets · Ln 32
Cash and savingsLn 1–2$3.3M
Total assetsLn 16$43.0M
LiabilitiesLn 26$2.2M
PeoplePt VI, VII
41
listed · VII A
PaidVII A5
Voting boardVI 1a36
IndependentVI 1b36
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$979K
Government grantsLn 1e$644
Noncash giftsLn 1g$32K
Fundraising eventsLn 1c$231K
Fees for servicesLn 2g$12.2M
Investment incomeLn 3$492K
Other incomeLn 4–11$197K
Gains on assetsLn 7$186K
Total revenueLn 12$13.8M
Assets in detailPt X, end of year
CashLn 1$2.2M
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$3.3M
Accounts receivableLn 4$1.4M
Inventories for sale or useLn 8$12K
Prepaid expenses and deferred chargesLn 9$203K
Land, buildings, equipmentLn 10c$16.0M
InvestmentsLn 11–13$12.6M
Other assetsLn 15$9.5M
Total assetsLn 16$43.0M
LiabilitiesLn 26$2.2M
Net assetsLn 32$40.8M
OperationsPt I, VI
EmployeesI 5241
VolunteersI 685
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$32K
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$93K
Share of the $3.0M endowmentSch D 1g3.1%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY25FY24FY23FY22FY21
End of yearLn 1g$3.0M$2.9M$2.5M$2.8M$2.6M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$2.8M$3.3M
InvestmentsLn 11–13$12.0M$12.6M
Land, buildings, equipmentLn 10c$16.0M$16.0M
Total assetsLn 16$42.2M$43.0M
LiabilitiesLn 26$2.2M$2.2M
Net assetsLn 32$40.0M$40.8M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$118K$118K
Pay of officers and key staff (Part IX, line 5)Ln 5$487K$384K$102K$1K
Other salaries and wagesLn 7$5.2M$4.2M$982K$110K
Pension plan contributionsLn 8$121K$81K$32K$7K
Other employee benefitsLn 9$471K$388K$73K$10K
Payroll taxesLn 10$456K$377K$70K$8K
Investment management feesLn 11f$93K$93K
Other fees for servicesLn 11g$1.5M$1.4M$155K$34K
Advertising and promotionLn 12$210K$210K
Office expensesLn 13$180K$106K$50K$24K
Information technologyLn 14$124K$7K$107K$9K
OccupancyLn 16$584K$439K$116K$29K
TravelLn 17$9K$8K$517
Conferences, conventions and meetingsLn 19$6K$6K
InterestLn 20$7$7
Depreciation, depletion and amortizationLn 22$1.1M$1.1M$34K$23K
InsuranceLn 23$391K$293K$78K$20K
Other expenses (24a–d)Ln 24$1.9M$1.9M
All other expensesLn 24e$512K$100K$74K$337K
Total functional expensesLn 25$13.6M$11.0M$2.0M$611K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Feb 12, 2026 $13.8M$13.6M$230K$40.8M 990 PDF
FY2024Filed with the IRS Feb 7, 2025 $13.8M$13.1M$684K$40.0M 990 PDF
FY2023Filed with the IRS Feb 13, 2024 $12.0M$13.6M−$1.6M$37.9M 990 PDF
FY2022Filed with the IRS Feb 13, 2023 $13.2M$13.7M−$520K$40.3M 990 PDF
FY2021Filed with the IRS Oct 21, 2021 $12.4M$13.7M−$1.3M$40.8M 990 PDF
FY2020Filed with the IRS Jan 26, 2021 $11.8M$13.0M−$1.2M$37.1M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants J · Pay M · Noncash O · Explanations
See the full FY2025 990
Part I · Summary $13,846,431 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,469,832$979,291
I-9 Program service revenuePrior year $10,323,992$12,178,952
I-10 Investment incomePrior year $1,049,835$677,819
I-11 Other revenuePrior year −$78,455$10,369
I-12 Total revenuePrior year $13,765,204$13,846,431
I-13 Grants and similar amounts paidPrior year $114,439$117,807
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $6,162,143$6,778,499
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $6,804,296$6,720,110
I-18 Total expensesPrior year $13,080,878$13,616,416
I-19 Revenue less expensesPrior year $684,326$230,015
Part VI · Governance 36 of 36 board members independent, 1 to look at
VI-1a Voting members of the governing body36
VI-1b Independent voting members36
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $13,846,431 across 11 lines filed
Lines not itemized here account for $3,530 of total revenue; see the IRS return.
VIII-1c Fundraising events$230,779
VIII-1e Government grants$644
VIII-1f All other contributions, gifts and grants$747,868
VIII-1g Noncash contributions (included above)$32,164
VIII-1h Total contributions, gifts and grants$979,291
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $12,178,952$12,178,952
VIII-3 Investment incomeExcluded from tax $491,682$491,682
VIII-5 RoyaltiesExcluded from tax $8,628$8,628
VIII-7 Net gain or loss on sales of assetsExcluded from tax $186,137$186,137
VIII-8 Net income from fundraising eventsExcluded from tax −$1,789−$1,789
VIII-12 Total revenueRelated to mission $12,178,952 · Unrelated business $0 · Excluded from tax $688,188$13,846,431
Part IX · Statement of functional expenses $13,616,416 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $117,807$117,807
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $384,479 · Management $101,777 · Fundraising $1,159$487,415
IX-7 Other salaries and wagesPrograms $4,152,607 · Management $981,523 · Fundraising $109,924$5,244,054
IX-8 Pension plan contributionsPrograms $81,400 · Management $32,281 · Fundraising $6,840$120,521
IX-9 Other employee benefitsPrograms $388,431 · Management $72,541 · Fundraising $9,858$470,830
IX-10 Payroll taxesPrograms $376,752 · Management $70,456 · Fundraising $8,471$455,679
IX-11f Investment management feesManagement $92,762$92,762
IX-11g Other fees for servicesPrograms $1,359,901 · Management $155,459 · Fundraising $33,801$1,549,161
IX-12 Advertising and promotionPrograms $209,857$209,857
IX-13 Office expensesPrograms $105,877 · Management $50,013 · Fundraising $23,928$179,818
IX-14 Information technologyPrograms $6,942 · Management $107,417 · Fundraising $9,205$123,564
IX-16 OccupancyPrograms $438,784 · Management $115,930 · Fundraising $28,982$583,696
IX-17 TravelPrograms $8,243 · Management $517$8,760
IX-19 Conferences, conventions and meetingsManagement $6,493$6,493
IX-20 InterestManagement $7$7
IX-22 Depreciation, depletion and amortizationPrograms $1,071,212 · Management $33,828 · Fundraising $22,552$1,127,592
IX-23 InsurancePrograms $293,321 · Management $78,219 · Fundraising $19,555$391,095
IX-24 Other expenses (24a–d)Programs $1,935,754$1,935,754
IX-24e All other expensesPrograms $100,316 · Management $74,015 · Fundraising $337,220$511,551
IX-25 Total functional expensesPrograms $11,031,683 · Management $1,973,238 · Fundraising $611,495$13,616,416
Part X · Balance sheet $42,951,034 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $2,743,558$2,202,350
X-2 Savings and temporary cash investmentsStart of year $83,185$1,063,453
X-4 Accounts receivableStart of year $1,682,082$1,355,131
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-8 Inventories for sale or useStart of year $22,590$12,233
X-9 Prepaid expenses and deferred chargesStart of year $204,793$203,276
X-10c Land, buildings and equipment, netStart of year $16,020,727$16,000,296
X-13 Program-related investmentsStart of year $12,033,281$12,613,620
X-15 Other assetsStart of year $9,420,309$9,500,675
X-16 Total assetsStart of year $42,210,525$42,951,034
X-17 Accounts payable and accrued expensesStart of year $1,485,248$1,357,527
X-19 Deferred revenueStart of year $160,207$155,234
X-22 Loans from officers and insidersStart of year $0$0
X-25 Other liabilitiesStart of year $575,215$679,558
X-26 Total liabilitiesStart of year $2,220,670$2,192,319
X-27 Net assets without donor restrictionsStart of year $28,139,117$28,482,518
X-28 Net assets with donor restrictionsStart of year $11,850,738$12,276,197
X-32 Total net assets or fund balancesStart of year $39,989,855$40,758,715
X-33 Total liabilities and net assetsStart of year $42,210,525$42,951,034
Part XI · Reconciliation of net assets $40,758,715 net assets at year end
XI-1 Total revenue$13,846,431
XI-2 Total expenses$13,616,416
XI-3 Revenue less expenses$230,015
XI-4 Net assets at start of year$39,989,855
XI-5 Net unrealized gains (losses) on investments$66,055
XI-9 Other changes in net assets$472,790
XI-10 Net assets at end of year$40,758,715

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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