Alice C Holton Foundation Inc

Nonprofit profile at a glance

EIN
274293581
IRS 990-PF coverage
2014–2018
Forms available
Form 990-PF 2018
Location
Milwaukee, WI, USA
Rating
49
Verdict
MIXED
Rating confidence
Moderate
Sector
Corporate Foundations

Reported finances

Revenue
$1,634,402
Expenses
$149,356

Source: IRS Form 990-PF. Selected filing: tax year 2018. Amounts in USD.

Overview

Mission

Corporate Foundations

What it reported funding in 2018

The foundation reported 21 grants totaling $72,915. The stated grant purposes included religious, educational, and medical, plus 8 other reported purposes.

Operating model

Revenue model
Donor-supported. 90% of the foundation's positive operating resources came from contributions.
Distribution model
No current program activity. The filing reports no charitable disbursements for the current year.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

MIXED - The filing identifies who received its grants and the endowment provides a meaningful financial cushion. A relatively small share of spending goes to grants.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 49
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 95

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 48.8%; rating input score 49; 13th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 61.49; rating input score 95; 95th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Trustees: Filed trustees detail
  • Investments: 95th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 5 filing years from 2014 to 2018
  • Contacts: How to reach this organization
  • Money network: 21 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.

  • Moderate — Cost Efficiency: Grant expense ratio scored 49/100.