Jerome & Marganelle Henry Found for Neighborhood Health Clinics Inc

Nonprofit profile at a glance

EIN
263419501
IRS 990-PF coverage
2015–2018
Forms available
Form 990-PF 2018
Location
Fort Wayne, IN, USA
Phone
2604834567
Rating
34
Verdict
REVIEW
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$0
Expenses
$437

Source: IRS Form 990-PF. Selected filing: tax year 2018. Amounts in USD.

Overview

Mission

Single Organization Support

What it reported funding in 2018

The foundation reported 1 filed grant row totaling $137. The stated grant purpose was enhancing marketing w/social media.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this foundation funds its work.
Distribution model
Hybrid. The foundation combined direct charitable work with grants to other organizations or people.

The verdict

REVIEW - The filed numbers largely add up and the endowment provides a meaningful financial cushion. A relatively small share of spending goes to grants and the available information about grant readiness automatic revocation leaves an important question unanswered.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 31
  • Transparency: NotEnoughData
  • Compliance: 98
  • Endowment Health: 85

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 31.4%; rating input score 31; 41st percentile among comparable filings

Transparency

  • Grant recipient disclosure: Limited

Compliance

  • Foundation activity disclosures: 18 of 19 controls in place; rating input score 95
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Missing
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 7; rating input score 100

Endowment Health

  • Endowment-health comparison: 18.81; rating input score 85; 85th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: Filed grants detail
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 85th percentile for endowment coverage
  • Consistency: 7 of 7 current checks pass
  • Filing history: 4 filing years from 2015 to 2018
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Cost Efficiency: Grant expense ratio scored 31/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.