Jh Herz Family Foundation Co Clement Abraham Erbmann
Nonprofit profile at a glance
- EIN
- 366103265
- IRS 990-PF coverage
- 2011–2013
- Forms available
- Form 990-PF 2013
- Location
- Glencoe, IL, USA
- Phone
- 3129042457
- Rating
- 57
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Private Grantmaking Foundations
Reported finances
- Revenue
- $-43,576
- Expenses
- $123,792
Source: IRS Form 990-PF. Selected filing: tax year 2013. Amounts in USD.
Overview
Mission
Private Grantmaking Foundations
What it reported funding in 2013
The foundation reported 4 filed grant rows totaling $111,946. The stated grant purpose was charitable.
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
- Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
- Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.
The verdict
MIXED - The filing identifies who received its grants and the filing clearly reports transactions involving insiders. Assets provide a limited cushion relative to annual grants and some filed totals do not add up.
Rating breakdown
- Grant Deployment: NotEnoughData
- Cost Efficiency: 90
- Transparency: 100
- Compliance: 93
- Endowment Health: 4
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: Limited
Cost Efficiency
- Grant expense ratio: 90.4%; rating input score 90; 64th percentile among comparable filings
Transparency
- Grant recipient disclosure: Yes; rating input score 100
Compliance
- Foundation activity disclosures: 19 of 19 controls in place; rating input score 100
- 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: Pass
- 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: 6; rating input score 86
Endowment Health
- Endowment-health comparison: 0; rating input score 4; 4th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Grants: 100% of grant recipient detail disclosed
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 4th percentile for endowment coverage
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Filing history: 2 filing years from 2011 to 2013
- Contacts: How to reach this organization
- Money network: 5 filed money-flow records
- 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.
- High — Endowment Health: Endowment-health comparison scored 4/100.
- Moderate — Transparency & Controls: Revenue component sum did not reconcile in the filed values.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.