Maurer Family Foundation Inc C/o Jill Burnett

Nonprofit profile at a glance

EIN
351787262
IRS 990-PF coverage
2010–2024
Forms available
Form 990-PF 2024
Location
Carmel, IN, USA
Phone
3173340444
Rating
77
Verdict
SUPPORTED
Rating confidence
Standard

Reported finances

Revenue
$315,825
Expenses
$416,269

Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.

Overview

Mission

Maurer Family Foundation Inc C/o Jill Burnett is a nonprofit. Location: Carmel, IN. EIN 351787262.

What it reported funding in 2024

The foundation reported 80 filed grant rows totaling $144,366. The stated grant purposes included general fund, capital campaign, and $275 to support maurer school of law; $308 for iu school of medicine's kenya operating fund; $307 to iu varsity club; $308 for kelly school of business, plus 9 other reported purposes.

Operating model

Revenue model
Other-operating. 66% of the foundation's positive operating resources came from other operating revenue.
Distribution model
Grant intermediary. The foundation distributed 94% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

SUPPORTED - A large share of available resources goes to charitable grants and the filing identifies who received its grants. A relatively small share of spending goes to grants and assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 35
  • Transparency: 100
  • Compliance: 94
  • Endowment Health: 13

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 71st percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 34.7%; rating input score 35; 12th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation activity disclosures: 17 of 19 controls in place; rating input score 89
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Fail
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: Fail
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 6.08; rating input score 13; 13th 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
  • Payout: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 13th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 82 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.

  • Moderate — Cost Efficiency: Grant expense ratio scored 35/100.
  • High — Endowment Health: Endowment-health comparison scored 13/100.
  • Review — Compliance: Foundation activity disclosures: 2 of 19 not reported.