Sz 3 Charitable Fund
Nonprofit profile at a glance
- EIN
- 820845295
- IRS 990-PF coverage
- 2017–2020
- Forms available
- Form 990-PF 2020
- Location
- Arnold, MD, USA
- Rating
- 41
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $29,985
- Expenses
- $45,235
Source: IRS Form 990-PF. Selected filing: tax year 2020. Amounts in USD.
Overview
Mission
Sz 3 Charitable Fund is a nonprofit. Location: Arnold, MD. EIN 820845295. Tax year 2020 Form 990-PF reports $30K revenue and $45.2K expenses.
What it reported funding in 2020
The foundation reported 7 grants totaling $38,000. The stated grant purpose was general.
Operating model
- Revenue model
- Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
- Distribution model
- Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
- Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.
The verdict
MIXED - The filed numbers largely add up and a large share of spending goes to grants. Assets provide a limited cushion relative to annual grants.
Rating breakdown
- Grant Deployment: NotEnoughData
- Cost Efficiency: 84
- Transparency: NotEnoughData
- Compliance: 98
- Endowment Health: 43
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: Limited
Cost Efficiency
- Grant expense ratio: 84%; rating input score 84; 60th percentile among comparable filings
Transparency
- Grant recipient disclosure: Limited
Compliance
- Part VII-B activity disclosures: 18 of 19 controls in place; rating input score 95
- Property sale or exchange with a disqualified person: Pass
- Borrowing from or lending to a disqualified person: Pass
- Goods, services, or facilities involving a disqualified person: Pass
- Compensation paid to a disqualified person: Pass
- Assets transferred to a disqualified person: Pass
- Payment to a government official: Pass
- Uncorrected prior self-dealing: Pass
- Prior-year undistributed income: Pass
- Excess business holdings: Pass
- Investments that may jeopardize charitable purposes: Missing
- Uncorrected prior-year jeopardizing investments: Pass
- Attempt to influence legislation: Pass
- Attempt to influence an election: Pass
- Grants to individuals: Pass
- Grants to organizations: Pass
- Spending for a noncharitable purpose: Pass
- Funds received for a personal-benefit contract: Pass
- Premiums paid on a personal-benefit contract: Pass
- Prohibited tax-shelter transaction: Pass
- Filing consistency checks: 8; rating input score 100
Endowment Health
- Endowment-health comparison: 16.43; rating input score 43; 43rd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Grants: Filed grants detail
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 43th percentile for endowment coverage
- Consistency: 8 of 8 current checks pass
- Filing history: 2 filing years from 2017 to 2020
- Contacts: How to reach this organization
- Money network: 7 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.
- Moderate — Endowment Health: Endowment-health comparison scored 43/100.