The Donald A & Alice L Tollefson Foundation

Nonprofit profile at a glance

EIN
260663229
IRS 990-PF coverage
2019–2019
Forms available
Form 990-PF 2019
Location
Overland Park, KS, USA
Phone
9134994922
Rating
60
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$46,994
Expenses
$23,587

Source: IRS Form 990-PF. Selected filing: tax year 2019. Amounts in USD.

Overview

Mission

The Donald A & Alice L Tollefson Foundation is a nonprofit. Location: Overland Park, KS. EIN 260663229.

What it reported funding in 2019

The foundation reported 10 filed grant rows totaling $15,000. The stated grant purposes included to provide funding for disaster relief and emergency preparedness., to provide funding for services for law enforcement professionals., and to provide funding for the mission to touch hearts, challenge the mind, and extend the hands to grow as disciples through religion and transform the world as people of love, acceptance, and forgiveness for all., plus 7 other reported purposes.

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 91% 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

SUPPORTED - The filed numbers largely add up and the filing identifies who received its grants. No material rating questions were generated from the available inputs.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 64
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 74

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 63.6%; rating input score 64; 28th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation activity disclosures: 19 of 19 controls in place; rating input score 100
    • 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: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: 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: 22.67; rating input score 74; 74th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 74th percentile for endowment coverage
  • Consistency: 8 of 8 current checks pass
  • Contacts: How to reach this organization
  • Money network: 10 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.