Arthur J Popehn Family Foundation C/o Catholic Community Foundation

Nonprofit profile at a glance

EIN
416014558
IRS 990 coverage
2012–2013
Forms available
Form 990 2013
Location
St Paul, MN, USA
Phone
6513890300
Rating
59
Verdict
MIXED
Rating confidence
Moderate
Sector
Private Grantmaking Foundations
Affiliation
Christianity

Reported finances

Revenue
$206,866
Expenses
$102,143
Assets
$1,797,557
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2013. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • ARTHUR J POPEHN (PRESIDENT)
  • ANNE CULLEN MILLER (VICE PRESIDENT)

Highest reported compensation

  • ANNE CULLEN MILLER (VICE PRESIDENT): $195,206 total reported compensation
  • KELLY Q WEBSTER (SECRETARY): $133,175 total reported compensation
  • HELEN TWOMEY (TREASURER): $105,351 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2013. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The foundation is organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of the catholic community foundation of Minnesota.

What it reported doing in 2013

The foundation provides grants to support those organizations that advance the teachings and programs of the roman catholic church with the hope that these organizations will not only produce conscientious practicing catholics but also inspire some students to become priests or members of religious communities, including but not limited to catholic primary and high schools, colleges, universities and seminaries. The foundation also supports those organizations that are aiding the poorest of the poor.

Operating model

Revenue model
Donor-supported. 86% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - Most filed governance safeguards are in place and revenue comfortably covers expenses. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 57
  • Transparency & Controls: 56
  • Accountability: 62
  • Sustainability: 83
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 60.3%; rating input score 60
  • Program expense ratio: 72.4%; rating input score 72
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90%; rating input score 90; 6th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 39.9%; rating input score 40; 36th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 50%; rating input score 50; 15th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 50.6%; rating input score 94; 94th percentile among comparable filings
  • Total-asset coverage ratio: 17.6; rating input score 95; 95th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 86; 86th percentile among comparable filings
  • Officer compensation ratio: 37.5%; rating input score 7; 7th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 90.2% per year; rating input score 100; 99th percentile among comparable filings
  • Asset growth: 19.9% per year; rating input score 100; 83rd percentile among comparable filings

Details

  • Where the money goes: 60.3% of revenue deployed · 72.4% of spending went to programs
  • Governance: 3 of 6 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $74K in reported program spending
  • Leadership: top reported pay $195K · 7 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 16 of 17 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 2 filing years from 2012 to 2013
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 4 filed related-organization links
  • 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 — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Independent voting board scored 50/100.
  • Moderate — Transparency & Controls: Grant itemization coverage scored 40/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 7/100.