Harry-anna Investment Fund Inc
Only null% goes to programs Strong reserves Growing revenue
Harry-anna Investment Fund Inc is a 501(c)(3) organization based in Umatilla, Florida, registered in 2025, with $54,934,267 in FY2024 revenue. CharityIndex grades it B.
Po Box 49, Umatilla, FL, 32784 EIN 59-2825890 Since 2025
Revenue (FY2024)
$54.9M
▲ 184.5% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$24.8M
Net assets
$510.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Harry-anna Investment Fund Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating247 mo reserves · +55% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Harry-anna Investment Fund Inc: 247 mo reserves · +55% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Harry-anna Investment Fund Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Harry-anna Investment Fund Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 49, Umatilla, FL, 32784
- City
- Umatilla
- State
- Florida
- Subcategory
- Public Foundations
- Website
- …
Financial trends
Revenue grew from $22.5M (FY2015) to $54.9M (FY2024) across 7 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $159Net assets $510.5M
Operating margin
54.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$510.5M
Total liabilities
$159
Net assets
$510.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $54,934,267▲184% | $24,756,241▲77.8% | $510,532,177▲39.5% | $510,532,336▲39.5% | 990PF |
| 2020 | $19,311,670▼51.2% | $13,925,899▲7.0% | $366,026,272▲1.5% | $366,026,272▲1.5% | 990 |
| 2019 | $39,551,354▲36.3% | $13,012,541▲14.7% | $360,640,501▲7.9% | $360,640,716▲7.9% | 990 |
| 2018 | $29,011,111▼2.3% | $11,347,144▲1.0% | $334,101,688▲5.6% | $334,109,988▲5.6% | 990 |
| 2017 | $29,707,649▲57.6% | $11,238,350▼6.5% | $316,437,721▲6.2% | $316,443,988▲6.2% | 990 |
| 2016 | $18,854,622▼16.1% | $12,022,774▲51.1% | $297,968,422▲2.3% | $297,968,422▲2.3% | 990 |
| 2015 | $22,475,849 | $7,958,945 | $291,136,574 | $291,136,574 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $55K total
1 grant to Harry-anna Investment Fund Inc totaling $55K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| The Miami Foundation Inc | Program support | 2023 | $55,000 |
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Frequently asked questions
- Is Harry-anna Investment Fund Inc a legitimate nonprofit?
- Yes. Harry-anna Investment Fund Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 59-2825890, based in Umatilla, Florida. Donations are tax-deductible.
- What is Harry-anna Investment Fund Inc's EIN?
- Harry-anna Investment Fund Inc's Employer Identification Number (EIN) is 59-2825890.
- How much revenue does Harry-anna Investment Fund Inc report?
- Harry-anna Investment Fund Inc reported $54,934,267 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Harry-anna Investment Fund Inc have?
- CharityIndex grades Harry-anna Investment Fund Inc B, based on financial health (reserves and operating margin).
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Data for Harry-anna Investment Fund Inc (EIN 59-2825890) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.