HOLLAND & KNIGHT CHARITABLE FOUNDA… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

RALPH T LEPORE III

Phone

8139014200

Tax Period

2023-01-01 to 2023-12-31

HOLLAND & KNIGHT CHARITABLE FOUNDATION INC, founded in 1996, is a small nonprofit in the Human Services sector that reported $353K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $473K exceeded revenue, resulting in a 34% operating deficit.

Mission

THE HOLLAND & KNIGHT CHARITABLE FOUNDATION IS A PUBLIC CHARITY CREATED TO MANAGE AND COORDINATE THE CHARITABLE COUNTRIBUTIONS AND ACTIVITIES OF HOLLAND & KNIGHT LLP, ITS PARTNERS AND ITS EMPLOYEES. THE FOUNDATION IS A SEPARATE ORGANIZATION UNDER THE CONTROL AND SUPERVISION OF ITS BOARD OF DIRECTORS WITH OPERATIONAL HEADQUARTERS IN BRANDON, FL.

Program Service Accomplishments

Program 1

Expenses: $380,637

THE FOUNDATION DONATES TO NUMEROUS 501C3 ORGANIZATIONS THAT SUPPORT THE COMMUNITY, EDUCATION, HEALTH, WELFARE AND OTHER GOOD CAUSES.

Program 2

Expenses: $21,258

HOLLAND & KNIGHT CHARITABLE RELIEF FUND - THE FUND PROVIDES ASSISTANCE TO THOSE MEMBERS OF THE CHARITABLE CLASS ADVERSELY AFFECTED BY COVID-19 OR ANY OTHER QUALIFIED DISASTER (WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 139) OR INCIDENT OF EMERGENCY HARDSHIP, BOTH PRESENT AND FUTURE.

Program 3

Expenses: $40,000

HOLOCAUST REMEMBRANCE PROGRAM - RAISING AWARENESS OF THE HOLOCAUST.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $345,433

Program Service Revenue $0

Investment Income $7,126

Other Revenue $0

TOTAL REVENUE $352,559

Expense Breakdown

Grants Paid $441,895

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $441,895

Other Expenses $30,888

TOTAL EXPENSES $472,783

Year-over-Year Comparison

	2023	2022	Change
Revenue	$352,559	$282,962	+0.2%
Expenses	$472,783	$566,643	-0.2%
Net Income	$-120,224	$-283,681	-0.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RALPH T LEPORE III	PRESIDENT &	2.00	Officer Director	$0	$0	$0
ERIC PFEIFLE	TREASURER &	2.00	Officer Director	$0	$0	$0
CRYSTAL ADKINS	SECRETARY &	2.00	Officer Director	$0	$0	$0
LINDA ALLDERDICE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER BELLOWS	DIRECTOR	1.00	Director	$0	$0	$0
LEONARD BERNSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON BLOOM	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER BROCKMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER CAMARRA	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN COX	DIRECTOR	1.00	Director	$0	$0	$0
AGNES DOYLE	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON ELLEDGE	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA HUSBANDS	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA KRUMHOLZ	DIRECTOR	1.00	Director	$0	$0	$0
JOSH LEVENSON	DIRECTOR	1.00	Director	$0	$0	$0
RENEE LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW LOEWENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MELSHEIMER	DIRECTOR	1.00	Director	$0	$0	$0
FRANCESCA MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
STACIE NELSON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM O'CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ROSENBERG	DIRECTOR	1.00	Director	$0	$0	$0
TIM RYAN	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD SARNOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MIA STUTZMAN	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE TANNER	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN TURNER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WIENER	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA ZERJAV	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$352,559	$472,783	$1,251,210	$-120,224
2022	$282,962	$566,643	$1,371,434	$-283,681
2021	$1,048,582	$295,471	$1,655,115	$753,111
2020	$922,541	$702,277	$913,931	$220,264
2019	$426,675	$382,572	$694,087	$44,103

HOLLAND & KNIGHT CHARITABLE FOUNDATION INC