Macy's North Star Relief Fund

Nonprofit profile at a glance

EIN
852302217
IRS 990 coverage
2020–2025
Forms available
Form 990 2025
Location
Springdale, OH, USA
Phone
5137821200
Rating
49
Verdict
MIXED
Rating confidence
Moderate
Sector
Disaster Preparedness and Relief Services

Reported finances

Revenue
$898,816
Expenses
$322,308
Assets
$1,723,049
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • KATHY BERNHARDT (PRESIDENT & DIRECTOR)
  • MATTHEW S SCHROEDER (VICE PRESIDENT)

People named in this filing

  • KATHY BERNHARDT (PRESIDENT & DIRECTOR)
  • ALI ALUROVIC (SECRETARY & DIRECTOR)
  • TONY PASTURA (TREASURER & DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide assistance to employees for disaster relief and emergency hardships.

What it reported doing in 2025

Separate grants up to $1,000 were made for hardship assistance. Each grant recipient was an employee of Macy's, Inc. and its subsidiaries.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. 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: 34
  • Transparency & Controls: 60
  • Accountability: 42
  • Sustainability: 89
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 19.2%; rating input score 19
  • Program expense ratio: 53.6%; rating input score 54
  • Fundraising efficiency: $14.67 raised per $1 spent on fundraising; rating input score 47; 47th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 84.6%; rating input score 85; 2nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 0%; rating input score 0; 15th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 6th percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 64.1%; rating input score 94; 94th percentile among comparable filings
  • Total-asset coverage ratio: 5.35; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 88; 88th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 19.1% per year; rating input score 100; 78th percentile among comparable filings
  • Revenue growth: 11.9% per year; rating input score 100; 67th percentile among comparable filings
  • Asset growth: 25% per year; rating input score 100; 85th percentile among comparable filings

Details

  • Where the money goes: 19.2% of revenue deployed · 53.6% of spending went to programs
  • Governance: 0 of 3 board members independent · 7 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $173K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 14 of 16 current checks pass · 2 findings to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 6 filing years from 2020 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 19/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Grant itemization coverage scored 0/100.
  • Review — Financial Efficiency: Program expense ratio scored 54/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 47/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.