Holly Hall FY2022 filing

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

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$1.0M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
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
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.0M
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $14.1M in investments, Pt X · Ln 11–13
Fine: 0.9 months of spending in cash, plus $14.1M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $143K
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.6M
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
51
of 51 voting members
Looks good: 51 of 51 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$13.2M
+7% vs prior year
Spent
$13.7M
To programs
83%
Net assets
$40.3M
By yearFY2020–FY2025
Revenue
$13.2M
FY2022▲ +7%
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
$13.7M
FY2022+0.2%
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
$40.3M
FY2022▼ -1%
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 FY2022 Form 990 (year ending March 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

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

83 cents of each dollar spent went to programs.

Program services 83% · $11.3M Management & general 15% · $2.1M Fundraising 2% · $311K

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

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Who runs it and what they're paid

58 people listed on the 990; $1.0M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$280,391Pt VII · Sec A
Director of Finance
$140,238Pt VII · Sec A
SR. Director of Communications
$134,568Pt VII · Sec A
Administrator
$126,354Pt VII · Sec A
Director of Facility & Plant
$113,583Pt VII · Sec A
Director of Nursing
$109,036Pt VII · Sec A
Exec Chef/Dir Dining Svcs
$106,315Pt VII · Sec A
Immediate Past President
$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 15aNo

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 · $11.3M · in their own filed words · FY2021
01

Holly hall retirement community is a unique, non-denominational christian retirement community for those 65 years of age or older. Governed by a 51-MEMBER board of directors, holly hall provides a continuum of care ranging from independent living to assisted living to full nursing care.

$11.3Mprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$13.2M
Ln 12
Fees for servicesLn 2g$10.0M
Gifts and grantsLn 1h$1.7M
Investment incomeLn 3$1.2M
Money outPt IX
$13.7M
Ln 25
Programscol B$11.3M
Managementcol C$2.1M
Fundraisingcol D$311K
Owns and owesPt X
$40.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$42.0M
LiabilitiesLn 26$1.6M
PeoplePt VI, VII
58
listed · VII A
PaidVII A7
Voting boardVI 1a51
IndependentVI 1b51
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.7M
Government grantsLn 1e$1.2M
Fundraising eventsLn 1c$145K
Fees for servicesLn 2g$10.0M
Investment incomeLn 3$1.2M
Other incomeLn 4–11$301K
Gains on assetsLn 7$895K
Total revenueLn 12$13.2M
Assets in detailPt X, end of year
CashLn 1$1.0M
SavingsLn 2$0
Cash and savings togetherLn 1–2$1.0M
InvestmentsLn 11–13$14.1M
Land, buildings, equipmentLn 10c$17.2M
Other assetsLn 15$8.7M
Total assetsLn 16$42.0M
LiabilitiesLn 26$1.6M
Net assetsLn 32$40.3M
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
EndowmentSch D · Pt V
LineFY22FY21FY20FY19FY18
End of yearLn 1g$2.8M$2.6M$2.1M$2.3M$2.2M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$1.5M$1.0M
InvestmentsLn 11–13$15.1M$14.1M
Land, buildings, equipmentLn 10c$18.0M$17.2M
Total assetsLn 16$44.4M$42.0M
LiabilitiesLn 26$3.6M$1.6M
Net assetsLn 32$40.8M$40.3M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$119K$119K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$444K$352K$92K$465
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$5.3M$4.2M$1.1M$48K
Pension plan contributionsLn 8$137K$100K$33K$4K
Other employee benefitsLn 9$414K$364K$47K$3K
Payroll taxesLn 10$504K$417K$83K$4K
Management feesLn 11a$0
Legal feesLn 11b$610$610
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$155K$155K
Other fees for servicesLn 11g$1.2M$1.0M$157K$31K
Advertising and promotionLn 12$213K$213K
Office expensesLn 13$143K$76K$43K$23K
Information technologyLn 14$115K$17K$92K$7K
RoyaltiesLn 15$0
OccupancyLn 16$618K$466K$122K$30K
TravelLn 17$8K$6K$2K$30
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$3K$3K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$1.9M$1.8M$58K$39K
InsuranceLn 23$297K$223K$59K$15K
Other expenses (24a–d)Ln 24$1.8M$1.8M$29K$7K
All other expensesLn 24e$258K$114K$44K$99K
Total functional expensesLn 25$13.7M$11.3M$2.1M$311K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled 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
FY2022 ViewingFiled 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

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $13,201,655 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,625,233$1,661,129
I-9 Program service revenuePrior year $9,500,068$9,996,734
I-10 Investment incomePrior year $530,577$1,242,507
I-11 Other revenuePrior year $703,803$301,285
I-12 Total revenuePrior year $12,359,681$13,201,655
I-13 Grants and similar amounts paidPrior year $182,895$119,455
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,871,600$6,802,123
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,637,478$6,799,948
I-18 Total expensesPrior year $13,691,973$13,721,526
I-19 Revenue less expensesPrior year −$1,332,292−$519,871
Part VI · Governance 51 of 51 board members independent, 2 to look at
VI-1a Voting members of the governing body51
VI-1b Independent voting members51
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $13,201,655 across 12 lines filed
VIII-1c Fundraising events$145,256
VIII-1e Government grants$1,198,948
VIII-1f All other contributions, gifts and grants$316,925
VIII-1h Total contributions, gifts and grants$1,661,129
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,996,734$9,996,734
VIII-3 Investment incomeExcluded from tax $347,082$347,082
VIII-5 RoyaltiesExcluded from tax $9,923$9,923
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $895,425$895,425
VIII-8 Net income from fundraising eventsExcluded from tax −$55,230−$55,230
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $0 · Excluded from tax $346,592$346,592
VIII-12 Total revenueRelated to mission $9,996,734 · Unrelated business $0 · Excluded from tax $1,543,792$13,201,655
Part IX · Statement of functional expenses $13,721,526 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $119,455$119,455
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $351,682 · Management $92,135 · Fundraising $465$444,282
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $4,196,623 · Management $1,057,880 · Fundraising $48,364$5,302,867
IX-8 Pension plan contributionsPrograms $100,368 · Management $32,948 · Fundraising $3,998$137,314
IX-9 Other employee benefitsPrograms $363,692 · Management $46,902 · Fundraising $2,958$413,552
IX-10 Payroll taxesPrograms $417,381 · Management $82,619 · Fundraising $4,107$504,108
IX-11a Management fees$0
IX-11b Legal feesManagement $610$610
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $154,530$154,530
IX-11g Other fees for servicesPrograms $1,030,808 · Management $157,181 · Fundraising $30,641$1,218,630
IX-12 Advertising and promotionPrograms $213,398$213,398
IX-13 Office expensesPrograms $76,254 · Management $42,958 · Fundraising $23,325$142,536
IX-14 Information technologyPrograms $16,669 · Management $91,928 · Fundraising $6,790$115,387
IX-15 Royalties$0
IX-16 OccupancyPrograms $466,167 · Management $121,574 · Fundraising $30,394$618,135
IX-17 TravelPrograms $6,160 · Management $1,569 · Fundraising $30$7,759
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsManagement $2,872$2,872
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $1,838,368 · Management $58,054 · Fundraising $38,702$1,935,124
IX-23 InsurancePrograms $222,944 · Management $59,452 · Fundraising $14,863$297,259
IX-24 Other expenses (24a–d)Programs $1,799,558 · Management $29,290 · Fundraising $7,323$1,836,171
IX-24e All other expensesPrograms $113,857 · Management $44,208 · Fundraising $99,472$257,537
IX-25 Total functional expensesPrograms $11,333,384 · Management $2,076,710 · Fundraising $311,432$13,721,526
Part X · Balance sheet $41,986,863 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $1,481,972$1,034,305
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $757,880$550,151
X-8 Inventories for sale or useStart of year $29,488$29,488
X-9 Prepaid expenses and deferred chargesStart of year $303,211$430,218
X-10c Land, buildings and equipment, netStart of year $18,008,565$17,202,978
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $15,103,868$14,051,738
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $8,756,154$8,687,985
X-16 Total assetsStart of year $44,441,138$41,986,863
X-17 Accounts payable and accrued expensesStart of year $972,813$879,838
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $455,595$215,885
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $2,178,290$546,238
X-26 Total liabilitiesStart of year $3,606,698$1,641,961
X-27 Net assets without donor restrictionsStart of year $29,425,524$28,853,606
X-28 Net assets with donor restrictionsStart of year $11,408,916$11,491,296
X-32 Total net assets or fund balancesStart of year $40,834,440$40,344,902
X-33 Total liabilities and net assetsStart of year $44,441,138$41,986,863
Part XI · Reconciliation of net assets $40,344,902 net assets at year end
XI-1 Total revenue$13,201,655
XI-2 Total expenses$13,721,526
XI-3 Revenue less expenses−$519,871
XI-4 Net assets at start of year$40,834,440
XI-5 Net unrealized gains (losses) on investments−$411,118
XI-9 Other changes in net assets$441,451
XI-10 Net assets at end of year$40,344,902

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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