HOLLY HILL CEMETERY TRUST co RAYMOND JAMES TRUST NA

EIN: 596750976

ST PETERSBURG, FL

Total Revenue
$2,415
Total Expenses
$18,040
Total Assets
$511,099
Net Assets
$511,099
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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

Phone
8002181420
Tax Period
2023-01-01 to 2023-12-31

HOLLY HILL CEMETERY TRUST co RAYMOND JAMES TRUST NA is a micro nonprofit that reported $2K in total revenue in fiscal year 2023. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $18K exceeded revenue, resulting in a 647% operating deficit.

Mission

INVESTMENT MANAGEMENT FOR NON-PROFIT ENTITY.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $2,415
Other Revenue $0
TOTAL REVENUE $2,415

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,300
Fundraising Expenses $0
Other Expenses $13,740
TOTAL EXPENSES $18,040

Year-over-Year Comparison

2023 2022 Change
Revenue $2,415 $15,181 -0.8%
Expenses $18,040 $13,153 +0.4%
Net Income $-15,625 $2,028 -8.7%
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

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Governance

Voting Members
1
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RAYMOND JAMES TRUST NA Trustee 1.00
$4,300 $0 $4,300
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 $2,415 $18,040 $511,099 $-15,625
2022 $15,181 $13,153 $527,349 $2,028
2021 $13,213 $11,809 $525,695 $1,404
2020 $14,793 $12,067 $524,291 $2,726
2019 $15,729 $13,285 $521,565 $2,444
2018 $14,329 $14,867 $519,121 $-538
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