Jonathan Carey Foundation Tr
Nonprofit profile at a glance
- EIN
- 946793523
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Delmar, NY, USA
- Rating
- 67
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Protection Against Abuse
Reported finances
- Revenue
- $97,852
- Expenses
- $109,876
- Assets
- $3,129
- Liabilities
- $25
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
2 people listed
Executive titles in this filing
- Michael J Carey (President)
- Lisa Carey (Vice President)
People named in this filing
- Michael J Carey (President)
- Lisa Carey (Vice President)
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
Raise awareness and advocate for the most vulnerable.
What it reported doing in 2024
Raising awareness and to advocate for the most vulnerable of children, the disabled, the orphaned, the abandoned and abused
Operating model
- Revenue model
- Donor-supported. 100% 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
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 a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 42
- Transparency & Controls: 100
- Sustainability: 26
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 43.4%; rating input score 43
- Program expense ratio: 38.7%; rating input score 39
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -12.3%; rating input score 29; 29th percentile among comparable filings
- Total-asset coverage ratio: 0.03; rating input score 7; 7th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 30; 30th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 7.4% per year; rating input score 100; 67th percentile among comparable filings
- Revenue growth: 5.3% per year; rating input score 100; 72nd percentile among comparable filings
- Asset growth: 1.4% per year; rating input score 100; 44th percentile among comparable filings
Details
- Where the money goes: 43.4% of revenue deployed · 38.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $42K in reported program spending
- Leadership: top reported pay $0 · 2 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2009 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 43/100.
- Moderate — Financial Efficiency: Program expense ratio scored 39/100.
- High — Sustainability: Operating margin scored 29/100.
- High — Sustainability: Total-asset coverage ratio scored 7/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 30/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.