Ada Carr Trust R53074002

Nonprofit profile at a glance

EIN
166191888
IRS 990-EZ coverage
2010–2011
Forms available
Form 990-EZ 2011
Location
Milwaukee, WI, USA
Phone
4149771210
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$581
Expenses
$496
Assets
$14,875

Source: IRS Form 990-EZ. Selected filing: tax year 2011. Amounts in USD.

Leadership & pay

1 person listed

Source: IRS Form 990-EZ. Selected filing: tax year 2011. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Support the village of oneida castle, ny

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 82
  • Sustainability: 62
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.6%; rating input score 70
  • Program expense ratio: 57.3%; rating input score 57

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 14.6%; rating input score 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 29.99; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: 41.7% per year; rating input score 100; 84th percentile among comparable filings
  • Revenue growth: 61.7% per year; rating input score 100; 94th percentile among comparable filings
  • Asset growth: 0.6% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 69.6% of revenue deployed · 57.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $284 in reported program spending
  • Leadership: top reported pay $183 · 1 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2010 to 2011
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.

Key Signals

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

  • Review — Financial Efficiency: Program expense ratio scored 57/100.