Margaretanns Place

Nonprofit profile at a glance

EIN
391944951
IRS 990-EZ coverage
2012–2013
Forms available
Form 990 2011, Form 990-EZ 2013
Location
Kenosha, WI, USA
Phone
2626548700
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Personal Social Services

Official website

Reported finances

Revenue
$19,579
Expenses
$37,304
Assets
$4,904
Liabilities
$6,011

Source: IRS Form 990-EZ. Selected filing: tax year 2013. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • LAURA CAPUTO (Director)
  • ROBERT MOORE (Director)
  • DAN MOEN (Treasurer)

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

Free services for children and families coping with death and dying.

What it reported doing in 2013

Peer support/education groups for children ages 3 and up are held in the evening with their parents/caregivers or in the schools during regular school hours to help children cope with the death of a parent or sibling or other person close to them. Participants receive educational bereavement literature. We also provide professional training to school staff.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 14
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -90.5%; rating input score 7; 7th percentile among comparable filings
  • Total-asset coverage ratio: 0.13; rating input score 11; 11th percentile among comparable filings
  • Liabilities to assets ratio: 1.23; rating input score 5; 5th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: -17.7% per year; rating input score 0; 26th percentile among comparable filings
  • Revenue growth: -65.1% per year; rating input score 0; 6th percentile among comparable filings
  • Asset growth: -40.1% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $62K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2012 to 2013
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

  • Moderate — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 7/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 11/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 5/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.