Nelson Family Life Foundation Inc C/o Mary Bonte Spath

Nonprofit profile at a glance

EIN
842644307
IRS 990 coverage
2022–2024
Forms available
Form 990 2024, Form 990-EZ 2020
Location
Wisconsin Dells, WI, USA
Phone
6082545320
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Named Trusts N.E.C.

Official website

Reported finances

Revenue
$1,761,414
Expenses
$1,604,460
Assets
$661,163
Liabilities
$342,387

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

Leadership & pay

8 people listed

Executive titles in this filing

  • ASHLEY MUCEK (EXECUTIVE DIRECTOR)
  • TODD R NELSON (PRESIDENT)
  • ALISSA GANDER (VICE PRESIDENT)
  • NATASHA L LUCKE (VICE PRESIDENT)
  • SHARI L NELSON (VICE PRESIDENT)
  • TRAVIS L NELSON (VICE PRESIDENT)

Highest reported compensation

  • ASHLEY MUCEK (EXECUTIVE DIRECTOR): $109,339 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the nelson family life foundation is focused on improving the lives of individuals in the communities the foundation serves through health and education initiatives. The foundation strongly believes in working with partners in each community to meet specific needs to improve the lives of those within each area served.

What it reported doing in 2024

Support and improve the health and lives of individuals through grantmaking to other nonprofit organizations in the communities in which the kalahar resorts operate, including: pocono manor, Pennsylvania; Wisconsin dells, Wisconsin; sandusky, Ohio; round rock, Texas. We are dedicated to creating opportunities that improve the lives of those less fortunate, those who strive to be better, and those caring individuals who share in our passion and dedication to making the world a better place. We work with trusted partners, like charity global (charity: water), to support initiatives and projects that will make a lasting and meaningful impact on our world.

Operating model

Revenue model
Donor-supported. 98% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 94
  • Accountability: 79
  • Sustainability: 41
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79%; rating input score 79
  • Program expense ratio: 86.6%; rating input score 87
  • Fundraising efficiency: $103.72 raised per $1 spent on fundraising; rating input score 87; 87th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 8 controls in place; rating input score 50
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • 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: 8.9%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 0.41; rating input score 19; 19th percentile among comparable filings
  • Liabilities to assets ratio: 0.52; rating input score 15; 15th percentile among comparable filings
  • Officer compensation ratio: 6.8%; rating input score 48; 48th percentile among comparable filings

Growth

  • Program expense growth: 73.2% per year; rating input score 100; 98th percentile among comparable filings
  • Revenue growth: 46.4% per year; rating input score 100; 96th percentile among comparable filings
  • Asset growth: 39.9% per year; rating input score 100; 94th percentile among comparable filings

Details

  • Where the money goes: 79% of revenue deployed · 86.6% of spending went to programs
  • Governance: 7 of 7 board members independent · 4 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.4M in reported program spending
  • Leadership: top reported pay $109K · 8 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • 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.

  • Review — Accountability: Governance controls: 4 of 8 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 19/100.
  • Review — Sustainability: Operating margin scored 59/100.
  • High — Sustainability: Liabilities to assets ratio scored 15/100.
  • Moderate — Sustainability: Officer compensation ratio scored 48/100.