Charity Search / JAMES AND NANCY HOLMGREN FOUNDATION
Philanthropy & Grantmaking (T20) 990 on File

JAMES AND NANCY HOLMGREN FOUNDATION

EIN: 45-4089034 · JUPITER, FL 33477-1357 · United States · FY 2024 Data
3 out of 5 44 / 100 Based on 2+ years of filings
Financial strength (30%) 72/100
Reliability (20%) 50/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2024 · Scored 9/13/2026
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Financial Overview — FY 2024
$365K
Total Revenue
$352K
Total Expenses
$6.8M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 90.7%
Fundraising Efficiency N/A
Operating Reserve 230.83x
Liability-to-Asset 0.0%
Revenue Diversification 104.3%
Compared with Peers
FY 2024
Compared with 16,645 similar organizations (United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2024.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
90.7% 90.2%
P10P90
Above median
Operating reserve
Months of expenses covered by net assets · higher is better
230.8 mo 95.2 mo
P10P90
Top quarter
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 0.0%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
104.3% 90.4%
P10P90
Bottom quarter
Revenue growth
Year over year revenue growth
-19.5% 18.5%
P10P90
Expense growth
Year over year expense growth
1.1% 6.7%
P10P90
Surplus margin
Surplus as a share of revenue
3.5% 1.2%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2024 $365K $352K $6.8M 90.7%
2023 $453K $348K $6.8M 94.2%
2022 $119K $307K $6.7M 93.2%
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Organization Details
EIN
45-4089034
State
FL
City
JUPITER
ZIP
33477-1357
Classification
T20
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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