Peoria County Bar Association Foundation

Nonprofit profile at a glance

EIN
237085445
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Peoria, IL, USA
Phone
3099669118
Rating
52
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$29,216
Expenses
$36,027
Assets
$280,520
Liabilities
$0

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

Leadership & pay

9 people listed

Executive titles in this filing

  • JOSHUA D HERMAN (PRESIDENT)
  • KATHERINE L SWISE (2ND VICE PRESIDENT)
  • DAVID B WIEST (PRESIDENT-ELECT)

People named in this filing

  • HONORABLE KATHERINE S GORMAN (TRUSTEE)
  • JOSHUA D HERMAN (PRESIDENT)
  • REX K LINDER (TRUSTEE)

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

To provide scholarships

Operating model

Revenue model
Donor-supported. 93% of the money available for current operations came from contributions and gifts.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 24
  • Transparency & Controls: 82
  • Sustainability: 51
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 38.8%; rating input score 39
  • Program expense ratio: Limited

Transparency & Controls

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

Sustainability

  • Operating margin: -23.3%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 7.79; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 10.5% per year; rating input score 100; 72nd percentile among comparable filings
  • Revenue growth: 7.2% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 8.3% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 38.8% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 11 filing years from 2010 to 2024
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 39/100.
  • High — Sustainability: Operating margin scored 21/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.