Claire the Heart Warrior Memorial

Nonprofit profile at a glance

EIN
931682311
IRS 990 coverage
2024–2024
Forms available
Form 990 2024, Form 990-EZ 2023
Location
Kamas, UT, USA
Phone
5412122107
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Health, General and Financing

Official website

Reported finances

Revenue
$282,840
Expenses
$186,910
Assets
$144,524
Liabilities
$0

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

Leadership & pay

8 people listed

Executive titles in this filing

  • Dan Ruf (President)
  • David Simmons (Vice President)

People named in this filing

  • Dan Ruf (President)
  • David Simmons (Vice President)
  • Kelli Ruf (Secretary)

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

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

Overview

Mission

At claire the heart warrior foundation we help families facing the challenges of congenital heart disease and heterotaxy. Through education, advocacy, and financial support, we strive to make a positive impact on the lives of those affected by these birth defects.

What it reported doing in 2024

Program Description: In 2024, our foundation focused on assisting families enduring long-term hospital stays due to their child's critical health needs, particularly single mothers caring for children awaiting heart transplants. We provided vital support covering living expenses, including rent, utilities, and car payments, ensuring that families could maintain stability during these difficult times. Outcomes and Impact: Our assistance has allowed families to focus on their children's medical care without the added burden of financial strain. By alleviating living expenses, we help ensure that families can remain together and provide emotional and logistical support to their children throughout the transplant process. Evaluation Methods: We assess the effectiveness of our programs through regular feedback from recipient families, tracking their financial stability during hospital stays, and measuring the overall impact on their well-being. This ongoing evaluation informs our strategies and helps us improve our services.

Operating model

Revenue model
Donor-supported. 97% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. 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: 73
  • Transparency & Controls: 79
  • Accountability: 70
  • Sustainability: 68
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.6%; rating input score 62
  • Program expense ratio: 93.2%; rating input score 93
  • Fundraising efficiency: $34.12 raised per $1 spent on fundraising; rating input score 70; 70th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 84.6%; rating input score 85; 2nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 75.6%; rating input score 76; 47th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 33.9%; rating input score 85; 85th percentile among comparable filings
  • Total-asset coverage ratio: 0.77; rating input score 34; 34th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 120.9% per year; rating input score 100; 100th percentile among comparable filings
  • Asset growth: 99.3% per year; rating input score 100; 99th percentile among comparable filings

Details

  • Where the money goes: 61.6% of revenue deployed · 93.2% of spending went to programs
  • Governance: 8 of 8 board members independent · 2 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $174K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 19 of 21 current checks pass · 2 findings to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • 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 — Accountability: Governance controls: 4 of 6 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.