Kateri Tekakwitha Fund

Nonprofit profile at a glance

EIN
330959458
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
San Jacinto, CA, USA
Phone
9516547899
Rating
48
Verdict
MIXED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$91,348
Expenses
$32,146
Assets
$1,449,296
Liabilities
$0

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

Leadership & pay

10 people listed

Executive titles in this filing

  • FR ROBERT ALEX SANDER ANTHONY (President)
  • FATHER EARL HENLEY MSC (President)

Highest reported compensation

  • MS BARBARA FRITZSCHE (CFO): $5,640 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide funding for native american ministry

What it reported doing in 2024

The kateri tekakwitha fund gives funding to st. Jude school, a non-profit 501(c)(3) school dedicated to the education of the native american children

Operating model

Revenue model
Investment-supported. 84% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 68% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 37
  • Transparency & Controls: 82
  • Accountability: 10
  • Sustainability: 80
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 32.6%; rating input score 33
  • Program expense ratio: 54.8%; rating input score 55
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 18th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 9th percentile among comparable filings
  • Governance controls: 2 of 8 controls in place; rating input score 25
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 64.8%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 45.08; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 17.5%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: 4.3% per year; rating input score 100; 64th percentile among comparable filings
  • Revenue growth: -3.8% per year; rating input score 0; 47th percentile among comparable filings
  • Asset growth: 5.6% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 32.6% of revenue deployed · 54.8% of spending went to programs
  • Governance: 0 of 10 board members independent · 2 of 8 filing controls reported
  • Programs: 6 filed program accomplishments · $18K in reported program spending
  • Leadership: top reported pay $6K · 10 people listed
  • Consistency: 19 of 19 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 13 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 33/100.
  • High — Accountability: Independent voting board scored 0/100.
  • Review — Financial Efficiency: Program expense ratio scored 55/100.
  • High — Accountability: Governance controls: 5 of 7 not reported.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 14/100.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.