Lorie Johnson Charitable Remainder Trust
Nonprofit profile at a glance
- EIN
- 261987661
- IRS 990-EZ coverage
- 2010–2013
- Forms available
- Form 990-EZ 2013
- Location
- Birmingham, AL, USA
- Phone
- 2053234551
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $23,480
- Expenses
- $24,857
- Assets
- $22,640
Source: IRS Form 990-EZ. Selected filing: tax year 2013. Amounts in USD.
Leadership & pay
6 people listed
People named in this filing
- STEVE BISHOP (BOARD MEMBER)
- TERRI O'NEILL (BOARD MEMBER)
- JAY MULLALY (CHAIRMAN)
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 2013. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Assisting women with cancer with expenses.
What it reported doing in 2013
Expenses paid on behalf of women with cancer included flights, air conditioning repair, hospital stay, medical co-pays, medicines, ambulance services, funeral and travel reimbursement.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Grant intermediary. The nonprofit sent 94% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 98
- Transparency & Controls: 82
- Sustainability: 36
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 94.8%; rating input score 95
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -5.9%; rating input score 35; 35th percentile among comparable filings
- Total-asset coverage ratio: 0.91; rating input score 45; 45th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: -7% per year; rating input score 0; 38th percentile among comparable filings
- Revenue growth: -26.4% per year; rating input score 0; 17th percentile among comparable filings
- Asset growth: -12.7% per year; rating input score 0; 22nd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 94.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $24K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2010 to 2013
- 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 35/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
- Review — Sustainability: Officer compensation ratio scored 57/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.