Joe Concannon Family Charitable Foundation

Nonprofit profile at a glance

EIN
470926406
IRS 990-PF coverage
2018–2025
Forms available
Form 990-PF 2025
Location
Wever, IA, USA
Phone
3194711968
Rating
58
Verdict
MIXED
Rating confidence
Moderate
Sector
Private Independent Foundations

Reported finances

Revenue
$9,817
Expenses
$39,204

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

Overview

Mission

Private Independent Foundations

What it reported funding in 2025

The foundation reported 1 grant totaling $35,000. The stated grant purpose was funding.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Direct operator. The foundation carried out 100% of its reported charitable disbursements directly.
  • 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 a large share of spending goes to grants. A relatively small share of available resources goes to charitable grants.

Rating breakdown

  • Grant Deployment: 13
  • Cost Efficiency: 89
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 60

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 13.1%; rating input score 13; 3rd percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 89.3%; rating input score 89; 74th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 18.61; rating input score 60; 60th 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
  • Payout: 13.1% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: Filed self-dealing detail
  • Investments: 60th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 8 filing years from 2018 to 2025
  • 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.

  • High — Grant Deployment: Grant deployment ratio scored 13/100.