Robert M Surprenant Memorial Fund

Nonprofit profile at a glance

EIN
332253271
IRS 990-EZ coverage
2025–2025
Forms available
Form 990-EZ 2025
Location
Brooklyn, CT, USA
Phone
8604285930
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Fund Raising and Fund Distribution

Reported finances

Revenue
$39,430
Expenses
$8,845
Assets
$30,585
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

1 person listed

People named in this filing

  • Lisa Surprenant (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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

501(c)(3) The Robert M Surprenant Memorial Fund is a fund-raising organization that will make donations to charities local to Eastern CT, The American Heart Association, The American Lung Association and will give academic scholarships to high school students.

What it reported doing in 2025

Providing the children at the Brooklyn Rec Dept and Killingly Rec Dept with ice crem treats. Toys donated for Christmas to the Killingly Rec Dept. For a total of $2700.

Operating model

Revenue model
Other-operating. 75% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 46
  • Transparency & Controls: 100
  • Sustainability: 82
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 19.8%; rating input score 20
  • Program expense ratio: 88%; rating input score 88

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 77.6%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 3.46; rating input score 77; 77th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 19.8% of revenue deployed · 88% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $8K in reported program spending
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 20/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.