Charlene Richard Foundation
Nonprofit profile at a glance
- EIN
- 364957679
- IRS 990-PF coverage
- 2021–2024
- Forms available
- Form 990-PF 2024
- Location
- Branch, LA, USA
- Phone
- 3373224549
- Rating
- 21
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Roman Catholic
Reported finances
- Revenue
- $37,138
- Expenses
- $24,125
Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.
Overview
Mission
Roman Catholic
Operating model
- Revenue model
- Mixed. The foundation's positive operating resources came from several sources; no one source provided a clear majority.
- Distribution model
- No current program activity. The filing reports no charitable disbursements for the current year.
The verdict
REVIEW - The filing clearly reports transactions involving insiders. A relatively small share of available resources goes to charitable grants and a relatively small share of spending goes to grants.
Rating breakdown
- Grant Deployment: 12
- Cost Efficiency: 0
- Transparency: NotEnoughData
- Compliance: 86
- Endowment Health: NotEnoughData
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: 12.3%; rating input score 12; 14th percentile among comparable filings
Cost Efficiency
- Grant expense ratio: 0%; rating input score 0; 21st percentile among comparable filings
Transparency
- Grant recipient disclosure: Limited
Compliance
- Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
- Property sale or exchange with a disqualified person: Pass
- Borrowing from or lending to a disqualified person: Pass
- Goods, services, or facilities involving a disqualified person: Pass
- Compensation paid to a disqualified person: Pass
- Assets transferred to a disqualified person: Pass
- Payment to a government official: Pass
- Uncorrected prior self-dealing: Pass
- Prior-year undistributed income: Pass
- Excess business holdings: Pass
- Investments that may jeopardize charitable purposes: Pass
- Uncorrected prior-year jeopardizing investments: Pass
- Attempt to influence legislation: Pass
- Attempt to influence an election: Pass
- Grants to individuals: Pass
- Grants to organizations: Pass
- Spending for a noncharitable purpose: Pass
- Funds received for a personal-benefit contract: Pass
- Premiums paid on a personal-benefit contract: Pass
- Prohibited tax-shelter transaction: Pass
- Filing consistency checks: 5; rating input score 71
Endowment Health
- Endowment-health comparison: Limited
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Payout: 12.3% grant deployment rate
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Consistency: 5 of 7 current checks pass · 2 findings to review
- Schedules: 1 filed schedules
- Filing history: 3 filing years from 2021 to 2024
- Contacts: How to reach this organization
- 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 — Grant Deployment: Grant deployment ratio scored 12/100.
- High — Cost Efficiency: Grant expense ratio scored 0/100.
- Moderate — Transparency & Controls: Assets equal liabilities and net assets did not reconcile in the filed values.
- Moderate — Transparency & Controls: Balance sheet eoy total did not reconcile in the filed values.