Passkeys Foundation Jefferson Center for Character Education

Nonprofit profile at a glance

EIN
953180377
IRS 990-EZ coverage
2015–2024
Forms available
Form 990 2014, Form 990-EZ 2024
Location
Santa Ana, CA, USA
Phone
7143344994
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$93,043
Expenses
$98,918
Assets
$203,062
Liabilities
$49,600

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

Leadership & pay

12 people listed

People named in this filing

  • DAWN REESE (DIRECTOR)
  • SHARI BATTLE (DIRECTOR)
  • MEAGAN HAYES (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-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

From 1996 to the present: passkeys foundation jefferson center for character education has worked in collaboration with non-profits, the orange county business and professional community, educational institutions, school districts, civic and/or religious organizations and individuals to present character, and ethics education, programs, publications and presentations focused on values-centered education focused on seven ethical performance assets of an individual: personal responsibility, positive self worth, purpose, plan, paying the price, partnership and persistence.through its constantly evolving publications and programs based on common core virtues that cut across ethnic, cultural and religious lines, passkeys foundation pursues its mission of helping to build a nation of character at home, at work and in the community.

What it reported doing in 2024

2024 passkeys foundation programmingin 2024 passkeys foundation pursued its ninth year of community programming through its institute for community impact. Multi-program initiatives included:(a) three leadership breakfast programs (march, june, and sept). The march program three oc non profits presented their mission story and strategic challenge to an audience of oc community professionals. The participating audience of 100-110 oc community professionals at the program were engaged in exploring the #1 strategic challenge of the non-profit. At a follow up morning event held within 3 weeks after each breakfast program, each non-profit hosted a focus meeting via zoom involving interested professionals who attended the breakfast to pursue a deeper exploration of problem-solving with each non profit related specifically to the non-profit's strategic challenge. Each strategic challenge follow-up meeting was facilitated by a member of the institute's advisory team. Typically, 6-10 individuals attended the follow up, after signing up to participate at the initial breakfast program.(b) the foundation through the institute provided an orange county community leadership summit. In partnership with givsum, 65 participants met with (7) key leaders representing the (7) community pillars to discuss on issues pertinent to the orange county community.(c) the 8th annual (november) institute for community impact's oc influencers for good celebration was held in person at the samueli theatre at the segerstrom center for the arts with over 200 in attendance. Six outstanding oc honorees were recognized for their significant achievements and contributions in four of the 7 community pillars: business, government, education and health. The institute's honorees were selected by an ad-hoc committee of the institute's advisory board. Outstanding musical presentation from the orange county school of the arts.(d) the institute for community impact's advisory team of 30 individuals met virtually in 2024 to offer counsel, input and promotion of the 2024 institute programming.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Program spending has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 100
  • Sustainability: 44
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.3%; rating input score 74
  • Program expense ratio: 69.9%; rating input score 70

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -6.3%; rating input score 35; 35th percentile among comparable filings
  • Total-asset coverage ratio: 2.05; rating input score 66; 66th percentile among comparable filings
  • Liabilities to assets ratio: 0.24; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -3.8% per year; rating input score 0; 38th percentile among comparable filings
  • Revenue growth: 14.8% per year; rating input score 100; 87th percentile among comparable filings
  • Asset growth: -8.2% per year; rating input score 0; 19th percentile among comparable filings

Details

  • Where the money goes: 74.3% of revenue deployed · 69.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $69K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2015 to 2024
  • 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.

  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 35/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.