Friends of Sarnelli House Ua

Nonprofit profile at a glance

EIN
204519502
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Verona, WI, USA
Phone
6084444125
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
International Relief

Official website

Reported finances

Revenue
$912,758
Expenses
$768,412
Assets
$5,546,414
Liabilities
$0

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

Leadership & pay

5 people listed

People named in this filing

  • Laurel Bowar (Trustee)
  • Michael John Shea (Trustee)
  • Kevin G Shea (Trustee Registered Agent)

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

Raise funds for Sarnelli House Hospice & Orphanage. This public charity was established to ensure low cost funding for the Redemptorist Fathers (A Roman Catholic Order of Priest and Brothers- Denver Province) Mission work. Specifically, in the past they have relied on direct contributions. The founders are friends, relatives and neighbors of Father Michael Shea, a Redemptorist priest who has been doing mission work for over 50 years. This group wants to ensure that his work receives funding in the most cost effective manner. The members and trustees of this group receive no salary or fees of any kind whatsoever for their work. All funds collected will be distributed to support the charitable work of the Redemptorist Fathers, specifically Sarnelli House.

What it reported doing in 2024

Charlene House Charlene House is a 6 room facility for housing visiting volunteers. It has 2 beds per room and shared bathrooms. One room is wheelchair accessible. Funds raised by Friends of Sarnelli House have been earmarked to provide a place for volunteers to reside. There are not suitable housing alternatives for volunteers who come to donate their time for projects such as painting buildings. More broadly, in 2024 Sarnelli House began undertaking large maintenance construction project to repair and future-proof some of the children's houses. The boys at St. Patrick's had to move out for six weeks as the roof there needed to be replaced and they recently returned to new bathrooms and freshly painted walls, inside and out. The Sarnelli House boys also got new bathrooms and a paint job and House of Hope had a roof and ceiling replaced. The babies' dorm received new air conditioners and sealed doors and windows for the hot season, and there are now air purifiers in place to counter the hazardous seasonal pollution. Kitchens were remodeled. Some of this work will continue into 2025 and 2026.

Operating model

Revenue model
Donor-supported. 79% 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. The filing reports few safeguards for money sent abroad and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 75
  • Accountability: 88
  • Sustainability: 80
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.3%; rating input score 83
  • Program expense ratio: 93.6%; rating input score 94
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: 0 of 8 controls in place; rating input score 0
    • Claims monitoring procedures: Limited
    • Requires narrative reports: Limited
    • Conducts field audits: Limited
    • May suspend future funding: Limited
    • Requires financial reports: Limited
    • Conducts site visits: Limited
    • Requires grant agreements: Limited
    • May require repayment: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th 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: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • 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: 15.8%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 7.22; rating input score 89; 89th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: -1.3% per year; rating input score 0; 14th percentile among comparable filings
  • Revenue growth: -0.3% per year; rating input score 0; 14th percentile among comparable filings
  • Asset growth: 7.2% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: 83.3% of revenue deployed · 93.6% of spending went to programs
  • Governance: 20 of 20 board members independent · 5 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $720K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 31 of 31 current checks pass
  • Schedules: 4 filed schedules · includes major donors and foreign activity
  • Filing history: 15 filing years from 2010 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.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.