Realtors Charitable Foundation

Nonprofit profile at a glance

EIN
411565992
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024, Form 990-N 2018
Location
St Paul, MN, USA
Phone
6517766000
Rating
89
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$103,428
Expenses
$77,673
Assets
$353,131
Liabilities
$53,553

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

Leadership & pay

8 people listed

Executive titles in this filing

  • PATRICIA J FITZPATRICK (VICE PRESIDENT)
  • WILLIAM SCHWIETZ (VICE PRESIDENT)

People named in this filing

  • DIANA ALLEN (MEMBER)
  • TRACY A BAGLIO (MEMBER)
  • PATRICIA J FITZPATRICK (VICE PRESIDENT)

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

Generate funds to bequest to other nonprofits.

What it reported doing in 2024

Charitable foundation established to generate funds by contributions and fundraising to bequest to other nonprofit organizations.

Operating model

Revenue model
Donor-supported. 82% 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.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 100
  • Sustainability: 75
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73.7%; rating input score 74
  • Program expense ratio: 90.5%; rating input score 90

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: 24.9%; rating input score 79; 79th percentile among comparable filings
  • Total-asset coverage ratio: 4.55; rating input score 95; 95th percentile among comparable filings
  • Liabilities to assets ratio: 0.15; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 13.2% per year; rating input score 100; 67th percentile among comparable filings
  • Revenue growth: 11.8% per year; rating input score 100; 71st percentile among comparable filings
  • Asset growth: 6.4% per year; rating input score 100; 50th percentile among comparable filings

Details

  • Where the money goes: 73.7% of revenue deployed · 90.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $70K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 — Sustainability: Liabilities to assets ratio scored 21/100.