Henry Barnard Memorial Fund Inc C/o Andrea Yukna

Nonprofit profile at a glance

EIN
066042753
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024
Location
Kensington, CT, USA
Phone
5089541868
Rating
90
Verdict
STRONG
Rating confidence
Moderate
Sector
Fund Raising and Fund Distribution

Reported finances

Revenue
$19,187
Expenses
$28,221
Assets
$183,000

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

Leadership & pay

6 people listed

People named in this filing

  • MARIE KOLLER (SECRETARY)
  • ANDREA YUKNA (TREASURER)
  • JEANINE COLEMAN (BOARD MEMBER)

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

Organization was formed for the charitable purpose of providing assistance for needy ct teachers who have served, but are no longer active in the teaching community. Most of the support are medical bills not covered by insurance or to help pay for medical insurance. All contributions are from the public and are voluntary.

What it reported doing in 2024

Organization was formed for the charitable purpose of providing assistance for needy ct teachers who have served, but are no longer active, in the teaching community. Most of the support are medical bills not covered by insurance or to help pay for medical insurance. All contributions are from the public and are voluntary

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
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

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 reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 39
  • Growth: 100

Detailed rating inputs

Financial Efficiency

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

Transparency & Controls

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

Sustainability

  • Operating margin: -47.1%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 6.48; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 5.5% per year; rating input score 100; 63rd percentile among comparable filings
  • Revenue growth: 11.1% per year; rating input score 100; 83rd percentile among comparable filings
  • Asset growth: 11.8% per year; rating input score 100; 76th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $28K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2018 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 — Sustainability: Operating margin scored 13/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.