Catalpa Foundation Inc

Nonprofit profile at a glance

EIN
933366319
IRS 990-EZ coverage
2023–2024
Forms available
Form 990-EZ 2024
Location
Appleton, WI, USA
Phone
9207507000
Rating confidence
Limited
Sector
Single Organization Support

Reported finances

Revenue
$0
Expenses
$0
Assets
$0
Liabilities
$0

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

Leadership & pay

10 people listed

Executive titles in this filing

  • TRACY GUIOU (PAST PRESIDENT)
  • JULIE MEYER (INTERIM PRESIDENT)

People named in this filing

  • DAVID VANDER ZANDEN (DIRECTOR)
  • TRINA DOXTATOR (DIRECTOR)
  • WADE LEIPOLD (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

Catalpa foundation, inc. (the foundation) is organized and operated exclusively to support and benefit catalpa health, inc. (the supported organization), a Wisconsin non-stock corporation exempt from federal income tax under section 501(c)(3) of the code. The supported organization is a public charity as defined under section 170(b)(1)(a)(iii) of the code, with the purpose of providing mental health services to children and their families. The foundation is responsive to the needs of the supported organization and performs one or more functions of the supported organization. The foundation engages in various programs and activities necessary to support and benefit the exempt purposes of the supported organization, including providing financial assistance to the supported organization and its affiliated organizations in furtherance of its exempt purposes. The foundation is a type i supporting organization.

What it reported doing in 2024

Catalpa foundation, inc was established to support catalpa health inc.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 41
  • Sustainability: NotEnoughData
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 50%; rating input score 50; 0th percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: Limited
  • 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: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 5 of 6 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 2 filing years from 2023 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 — Transparency & Controls: Series filing activity did not reconcile in the filed values.