George and Roberta Berry Supporting Organization

Nonprofit profile at a glance

EIN
046880475
IRS 990-EZ coverage
2013–2015
Forms available
Form 990 2012, Form 990-EZ 2015
Location
Concord, MA, USA
Phone
9783690960
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Named Trusts N.E.C.

Reported finances

Revenue
$9,374
Expenses
$16,690
Assets
$206,840
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Roberta Berry (Vice President)

People named in this filing

  • Roberta Berry (Vice President)
  • Byron E Woodman Jr (Treasurer/Assistant Secretary)
  • J Carey Bloomfield (Trustee)

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 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide monentary support to charitable organizations.

What it reported doing in 2015

Provide high quality health care to persons living in and near Concord, MA

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 91
  • Transparency & Controls: 82
  • Sustainability: 47
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 74.9%; rating input score 75

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -78%; rating input score 8; 8th percentile among comparable filings
  • Total-asset coverage ratio: 12.39; rating input score 94; 94th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 75; 75th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: -63.2% per year; rating input score 0; 7th percentile among comparable filings
  • Revenue growth: -13.6% per year; rating input score 0; 24th percentile among comparable filings
  • Asset growth: -18.1% per year; rating input score 0; 15th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 74.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $12K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2013 to 2015
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • 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 — Sustainability: Operating margin scored 8/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.