Lori M Boatright Trust

Nonprofit profile at a glance

EIN
371262985
IRS 990-PF coverage
2010–2016
Forms available
Form 990-PF 2016
Location
Murphysboro, IL, USA
Phone
6186871711
Rating
50
Verdict
MIXED
Rating confidence
Moderate
Sector
Swimming & Other Water Recreation

Reported finances

Revenue
$71
Expenses
$13,584

Source: IRS Form 990-PF. Selected filing: tax year 2016. Amounts in USD.

Overview

Mission

Swimming & Other Water Recreation

What it reported funding in 2016

The foundation reported 1 grant totaling $13,275. The stated grant purpose was scholarships.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 98% of its reported charitable disbursements as grants.

The verdict

MIXED - The filing identifies who received its grants and a large share of spending goes to grants. The filing reports one or more activities that warrant closer review and assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 98
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 4

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 97.7%; rating input score 98; 81st percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 0 of 18 controls in place; rating input score 0
    • Property sale or exchange with a disqualified person: Missing
    • Borrowing from or lending to a disqualified person: Missing
    • Goods, services, or facilities involving a disqualified person: Missing
    • Compensation paid to a disqualified person: Missing
    • Assets transferred to a disqualified person: Missing
    • Payment to a government official: Missing
    • Uncorrected prior self-dealing: Missing
    • Prior-year undistributed income: NotApplicable
    • Excess business holdings: Missing
    • Investments that may jeopardize charitable purposes: Missing
    • Uncorrected prior-year jeopardizing investments: Missing
    • Attempt to influence legislation: Missing
    • Attempt to influence an election: Missing
    • Grants to individuals: Missing
    • Grants to organizations: Missing
    • Spending for a noncharitable purpose: Missing
    • Funds received for a personal-benefit contract: Missing
    • Premiums paid on a personal-benefit contract: Missing
    • Prohibited tax-shelter transaction: Missing
  • Filing consistency checks: 7; rating input score 100

Endowment Health

  • Endowment-health comparison: 0; rating input score 4; 4th 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
  • Trustees: Filed trustees detail
  • Self-dealing: 0% of reviewed questions answered “No”
  • Consistency: 7 of 7 current checks pass
  • Filing history: 7 filing years from 2010 to 2016
  • 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 — Compliance: Part VII-B activity disclosures scored 0/100.
  • High — Endowment Health: Endowment-health comparison scored 4/100.