Lancaster Eagles Forest Rose Aerie 2120

Nonprofit profile at a glance

EIN
311739727
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Lancaster, OH, USA
Phone
7406870509
Rating
37
Verdict
REVIEW
Rating confidence
Moderate
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$48
Expenses
$36,329
Assets
$80,137
Liabilities
$0

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

Leadership & pay

2 people listed

Executive titles in this filing

  • JIM WOLTZ (PRESIDENT)

People named in this filing

  • MARILYN WOLTZ (SEC/TREAS)
  • JIM WOLTZ (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

The purpose for which the corporation is formed is to promote and support education through scholarship and tuition assistance to qualified high school graduates in fairfield county, Ohio and to raise funds for these purposes. Further, this corporation is organized exclusively for charitable purposes, the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code of 1986 (or the corresponding provision of any future united states internal revenue law).

What it reported doing in 2024

To grant scholarships to qualifield high sch. Graduates in fairfield cty, oh based on grades, leadership, financial need, community involvement.

Operating model

Revenue model
Other-operating. 100% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

REVIEW - The filed numbers largely add up and revenue 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: 0
  • Transparency & Controls: 82
  • Sustainability: 29
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -75,585.4%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 2.21; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 2.8%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: -0.6% per year; rating input score 0; 46th percentile among comparable filings
  • Revenue growth: 3.1% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: 4.8% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments
  • Leadership: top reported pay $0 · 2 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 15 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.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 11/100.