A & E Scarborough Charitable Tr

Nonprofit profile at a glance

EIN
616544506
IRS 990-PF coverage
2021–2024
Forms available
Form 990-PF 2024
Location
Milwaukee, WI, USA
Phone
5138688721
Rating
25
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$48,717
Expenses
$37,301

Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.

Overview

Mission

A & E Scarborough Charitable Tr is a nonprofit. Location: Milwaukee, WI. EIN 616544506. Tax year 2024 Form 990-PF reports $48.7K revenue and $37.3K expenses.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Direct operator. The foundation carried out 100% of its reported charitable disbursements directly.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes to charitable grants and a relatively small share of spending goes to grants.

Rating breakdown

  • Grant Deployment: 17
  • Cost Efficiency: 0
  • Transparency: 0
  • Compliance: 98
  • Endowment Health: NotEnoughData

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 17.3%; rating input score 17; 4th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 0%; rating input score 0; 4th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Scored; rating input score 0

Compliance

  • Part VII-B activity disclosures: 18 of 19 controls in place; rating input score 95
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Fail
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: Limited

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Payout: 17.3% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: Filed investments detail
  • Consistency: 9 of 9 current checks pass
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Grant Deployment: Grant deployment ratio scored 17/100.
  • High — Cost Efficiency: Grant expense ratio scored 0/100.
  • High — Transparency: Grant recipient disclosure scored 0/100.
  • Review — Compliance: Part VII-B activity disclosures: Compensation paid to a disqualified person not reported.