Thomas A and Joan M Holmes Foundation Inc is a 501(c)(3) organization based in Naples, Florida, registered in 1987, with $1,804,179 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$1.8M
▲ 1110.0% vs prior year
Expenses (FY2023)
$4,210
Net assets
$3.0M
Employees
—
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 Thomas A and Joan M Holmes Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Thomas A and Joan M Holmes Foundation Inc: 8432 mo reserves · +100% margin earns a B+ on this criterion. See the exact thresholds →
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 Thomas A and Joan M Holmes Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Thomas A and Joan M Holmes Foundation Inc: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $69K (FY2013) to $1.8M (FY2023) across 10 reported years.
Financial snapshot
Operating margin
99.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.0M
Total liabilities
$0
Net assets
$3.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $1,804,179▲1110% | $4,210▲27.6% | $2,958,177▲132% | $2,958,177▲132% | 990PF |
| 2022 | $149,105▲159% | $3,300▼72.0% | $1,272,575▲12.9% | $1,272,575▲12.9% | 990PF |
| 2021 | -$254,316▼613% | $11,800▲3833% | $1,126,770▼19.1% | $1,126,770▼19.1% | 990PF |
| 2020 | $49,580▲221% | $300▼99.6% | $1,392,886▲3.7% | $1,392,886▲3.7% | 990PF |
| 2019 | $15,458▼93.5% | $69,007▼43.7% | $1,343,606▼10.9% | $1,343,606▼10.9% | 990PF |
| 2017 | $238,839▲39.5% | $122,539▲76.0% | $1,507,529▲8.4% | $1,507,746▲8.4% | 990PF |
| 2016 | $171,187▲328% | $69,636▲84.6% | $1,391,229▲30.0% | $1,391,229▲30.0% | 990PF |
| 2015 | $39,957▲9.8% | $37,731▼35.1% | $1,069,988▲0.2% | $1,069,988▲0.2% | 990PF |
| 2014 | $36,383▼46.9% | $58,172▼15.4% | $1,067,762▼2.0% | $1,067,762▼2.0% | 990PF |
| 2013 | $68,562 | $68,745▲30.3% | $1,089,551 | $1,089,551 | 990PF |
| 2012 | — | $52,773 | $1,089,734 | $1,090,053 | 990PF |
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.
Explore more
Data for Thomas A and Joan M Holmes Foundation Inc (EIN 22-2766121) 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.