Firefighter Steven Coakley Foundation

Nonprofit profile at a glance

EIN
421580402
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Waxhaw, NC, USA
Rating
44
Verdict
MIXED
Rating confidence
Moderate
Sector
Fund Raising and Fund Distribution

Reported finances

Revenue
$21,132
Expenses
$15,557
Assets
$46,449
Liabilities
$0

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

Leadership & pay

4 people listed

Executive titles in this filing

  • EDWARD WALKER (PRESIDENT)
  • KIT SLUDER (VICE PRESIDENT)

People named in this filing

  • EDWARD WALKER (PRESIDENT)
  • KIT SLUDER (VICE PRESIDENT)
  • KARA WALKER (TREASURER)

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

Scholorships for individuals in fire ser

What it reported doing in 2024

Contribution made to uncc scholorship fund

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 4
  • Transparency & Controls: 82
  • Sustainability: 74
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 3.9%; rating input score 4
  • Program expense ratio: 5.2%; rating input score 5

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 26.4%; rating input score 79; 79th percentile among comparable filings
  • Total-asset coverage ratio: 2.99; rating input score 74; 74th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 2.6% per year; rating input score 100; 56th percentile among comparable filings
  • Revenue growth: 10.5% per year; rating input score 100; 82nd percentile among comparable filings
  • Asset growth: 22.7% per year; rating input score 100; 88th percentile among comparable filings

Details

  • Where the money goes: 3.9% of revenue deployed · 5.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $816 in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2011 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 — Financial Efficiency: Mission deployment rate scored 4/100.
  • High — Financial Efficiency: Program expense ratio scored 5/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.