The Blumenthal Family Foundation Inc

Nonprofit profile at a glance

EIN
680515556
IRS 990-EZ coverage
2010–2010
Forms available
Form 990-EZ 2010
Location
Milwaukee, WI, USA
Phone
4142775000
Rating
52
Verdict
MIXED
Rating confidence
Limited
Sector
Private Independent Foundations
Affiliation
Judaism

Reported finances

Revenue
$13,234
Expenses
$20,240
Assets
$286,200

Source: IRS Form 990-EZ. Selected filing: tax year 2010. Amounts in USD.

Leadership & pay

5 people listed

Source: IRS Form 990-EZ. Selected filing: tax year 2010. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The foundation is organized and shall be operated exclusively for charitable, educational or religious purposes and exclusively for the benefit of, to perform the functions of, and/or carry out the purposes of, the jewish community foundation of the milwaukee jewish foundation, inc., of milwaukee, Wisconsin.

What it reported doing in 2010

Grants to various organizations for educational purposes.

Operating model

Revenue model
Investment-supported. 91% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 35
  • Transparency & Controls: 82
  • Sustainability: 33
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 41.1%; rating input score 41
  • Program expense ratio: 24.7%; rating input score 25

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 50th percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -52.9%; rating input score 11; 11th percentile among comparable filings
  • Total-asset coverage ratio: 14.14; rating input score 94; 94th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: Limited

Growth

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

Details

  • Where the money goes: 41.1% of revenue deployed · 24.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $5K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Money network: 1 filed money-flow record
  • 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 41/100.
  • High — Financial Efficiency: Program expense ratio scored 25/100.
  • High — Sustainability: Operating margin scored 11/100.