Anna J Allen Trust R52679009

Nonprofit profile at a glance

EIN
166015938
IRS 990-EZ coverage
2010–2010
Forms available
Form 990-EZ 2010
Location
Milwaukee, WI, USA
Phone
4149771210
Rating
81
Verdict
STRONG
Rating confidence
Limited
Sector
Public Foundations

Reported finances

Revenue
$24,373
Expenses
$4,939
Assets
$121,081

Source: IRS Form 990-EZ. Selected filing: tax year 2010. Amounts in USD.

Leadership & pay

1 person listed

Source: IRS Form 990-EZ. Selected filing: tax year 2010. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Ongoing finacial support of three memorial rooms at the university of rochester/ strong memorial hospital for needy patients

What it reported doing in 2010

University of rochester/strong memorial hospital

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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. No material rating questions were generated from the available inputs.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 82
  • Sustainability: 75
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 70.8%; rating input score 71

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 50th percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 79.7%; rating input score 98; 98th percentile among comparable filings
  • Total-asset coverage ratio: 24.52; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 100% of revenue deployed · 70.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $3K in reported program spending
  • Leadership: top reported pay $1K · 1 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.