Samuel a Llewelyn Burial Fund Commission

Nonprofit profile at a glance

EIN
216017022
IRS 990 coverage
2018–2024
Forms available
Form 990 2024, Form 990-EZ 2010
Location
New Brunswick, NJ, USA
Phone
7329916733
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$19,728
Expenses
$20,859
Assets
$1,497,316
Liabilities
$0

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

Leadership & pay

10 people listed

Executive titles in this filing

  • DAPHNE P ROBERTS (PRESIDENT)
  • CLIFTON J HARDY (VICE PRESIDENT)

Highest reported compensation

  • PAMELLA T MUNSON (FINANCIAL SECRETARY): $100 total reported compensation
  • DEINSE BURROUGHS (RECORDING SECRETARY): $100 total reported compensation
  • BRYAN MORRIS (TREASURER): $100 total reported compensation

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

Overview

Mission

To provide burial benefits to members

What it reported doing in 2024

Provided burial assistance to more than 35 beneficiaries.

Operating model

Revenue model
Membership-supported. 97% of the money available for current operations came from membership dues.
Distribution model
Member-benefit provider. The nonprofit used 100% of its reported program spending for member benefits.

The verdict

SUPPORTED - 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 program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 81
  • Accountability: 79
  • Sustainability: 61
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.1%; rating input score 84
  • Program expense ratio: 79.1%; rating input score 79
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90%; rating input score 90; 13th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 4 of 8 controls in place; rating input score 50
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -5.7%; rating input score 49; 49th percentile among comparable filings
  • Total-asset coverage ratio: 71.78; rating input score 93; 93rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 1.4%; rating input score 19; 19th percentile among comparable filings

Growth

  • Program expense growth: -0.4% per year; rating input score 0; 50th percentile among comparable filings
  • Revenue growth: -5.3% per year; rating input score 0; 42nd percentile among comparable filings
  • Asset growth: 6.3% per year; rating input score 100; 71st percentile among comparable filings

Details

  • Where the money goes: 84.1% of revenue deployed · 79.1% of spending went to programs
  • Governance: 10 of 10 board members independent · 4 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $16K in reported program spending
  • Leadership: top reported pay $100 · 10 people listed
  • Consistency: 14 of 16 current checks pass · 2 findings to review
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • 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: 3 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Transparency & Controls: Schedule D expense reconciliation did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Schedule D revenue reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Operating margin scored 49/100.
  • High — Sustainability: Officer compensation ratio scored 19/100.