Lone Palm Foundation
Nonprofit profile at a glance
- EIN
- 465763423
- IRS 990-EZ coverage
- 2024–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2023
- Location
- Detroit Lakes, MN, USA
- Rating
- 44
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Federated Giving Programs
Reported finances
- Revenue
- $77,448
- Expenses
- $31,973
- Assets
- $259,844
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- JAMES BROGREN (PRESIDENT)
- JOSEPH LOMBARDI (VICE-PRESIDENT)
People named in this filing
- BARBARA HERZOG (DIRECTOR OF FINANCE)
- JAMES BROGREN (PRESIDENT)
- JOSEPH LOMBARDI (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Support social and enviormental needs of
What it reported doing in 2025
Donee - milwaukee resident member home flooded. Expenses included cleanup of flood water and repair to damaged walls and flooring and replacement of household items.
Operating model
- Revenue model
- Donor-supported. 71% 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
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 total spending goes to programs.
Rating breakdown
- Financial Efficiency: 7
- Transparency & Controls: 82
- Sustainability: 85
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 6.2%; rating input score 6
- Program expense ratio: 7.8%; rating input score 8
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 58.7%; rating input score 93; 93rd percentile among comparable filings
- Total-asset coverage ratio: 8.13; rating input score 90; 90th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 0% per year; rating input score 100; 47th percentile among comparable filings
- Revenue growth: Limited
- Asset growth: 200% per year; rating input score 100; 100th percentile among comparable filings
Details
- Where the money goes: 6.2% of revenue deployed · 7.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $2K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 2 filing years from 2024 to 2025
- 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.
- High — Financial Efficiency: Mission deployment rate scored 6/100.
- High — Financial Efficiency: Program expense ratio scored 8/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.