Blue Umbrella Experience Inc

Nonprofit profile at a glance

EIN
852623401
IRS 990 coverage
2022–2024
Forms available
Form 990 2024
Location
Smithtown, NY, USA
Phone
6319927033
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Children's, Youth Services

Reported finances

Revenue
$656,208
Expenses
$564,685
Assets
$387,901
Liabilities
$159,302

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

Leadership & pay

4 people listed

Executive titles in this filing

  • KELLY IMPERIAL (PRESIDENT)
  • CHRISTINE HAWKINS (EXECUTIVE DIRECTOR)

Highest reported compensation

  • CHRISTINE HAWKINS (EXECUTIVE DIRECTOR): $93,800 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of blue umbrella experience, inc. (bue), is to teach and empower students of all abilities by providing the very best interactive, accessible, and professionally-taught community classes and social experiences. Through our above and beyond community class initiative, bue offers a variety of enrichment, creative arts, skill building, fitness and overall wellness classes. Bue's classes evolved from the vision that no matter resources or learning style(s), students should have access to high-quality, inclusive, affordable classes and meaningful social experiences that promote personal growth and a sense of belonging within a community. We will always be open to the public and all abilities & all levels.

What it reported doing in 2024

Through blue umbrella's above and beyond community classes, inc. Initiative, bue will be focused on providing accessible, interactive and enriching community class opportunities. These classes are offered both virtually and in person. The goal is to connect people of all abilities through shared interests and build relationships and friendships. Through focus on common interests blue umbrella looks to eliminate differences and focus on commonality.

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 90
  • Accountability: 79
  • Sustainability: 46
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 65.3%; rating input score 65
  • Program expense ratio: 75.9%; rating input score 76
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 8 controls in place; rating input score 50
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 13.9%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 0.69; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: 0.41; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: 16.6%; rating input score 20; 20th percentile among comparable filings

Growth

  • Program expense growth: 14.3% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: 20.3% per year; rating input score 100; 86th percentile among comparable filings
  • Asset growth: 54.2% per year; rating input score 100; 97th percentile among comparable filings

Details

  • Where the money goes: 65.3% of revenue deployed · 75.9% of spending went to programs
  • Governance: 3 of 3 board members independent · 4 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $429K in reported program spending
  • Leadership: top reported pay $94K · 4 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

  • Review — Accountability: Governance controls: 4 of 8 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.
  • High — Sustainability: Officer compensation ratio scored 20/100.