Helene Urfirer Memorial Literacy Fund Inc

Nonprofit profile at a glance

EIN
141799087
IRS 990-EZ coverage
2023–2025
Forms available
Form 990-EZ 2025, Form 990-N 2022
Location
Greenwich, CT, USA
Phone
2032496876
Rating
63
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Humanities Organizations

Reported finances

Revenue
$566
Expenses
$25
Assets
$30,310
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • MICHAEL URFIRER (PRESIDENT)

People named in this filing

  • DONALDA L FORDYCE-URFIRER (SECRETARY/TREASURER)
  • MICHAEL URFIRER (PRESIDENT)
  • PATRICIA TOSCANO (DIRECTOR)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Literacy education

Operating model

Revenue model
Investment-supported. 96% of the money available for current operations came from recurring investment income.
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

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 41
  • Transparency & Controls: 82
  • Sustainability: 90
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 4.6%; rating input score 5
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

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

Sustainability

  • Operating margin: 95.6%; rating input score 99; 99th percentile among comparable filings
  • Total-asset coverage ratio: 1,212.4; rating input score 100; 100th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 0% per year; rating input score 100; 47th percentile among comparable filings
  • Revenue growth: 108% per year; rating input score 100; 99th percentile among comparable filings
  • Asset growth: 3.2% per year; rating input score 100; 50th percentile among comparable filings

Details

  • Where the money goes: 4.6% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $25 in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • 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 5/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.