The Helen G and Warren L Aleck Foundation

Nonprofit profile at a glance

EIN
542008231
IRS 990-EZ coverage
2009–2016
Forms available
Form 990 2015, Form 990-EZ 2016
Location
Virginia Beach, VA, USA
Phone
7579656111
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution
Affiliation
Judaism

Reported finances

Revenue
$39,189
Expenses
$33,623
Assets
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2016. Amounts in USD.

Leadership & pay

3 people listed

People named in this filing

  • HELEN G ALECK (Pres / Director)
  • WARREN L ALECK (VP / DIRECTOR)
  • SCOTT KAPLAN (SEC/TREASURER)

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 2016. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Helen G. and Warren l. Aleck Foundation operates as a supporting organization described in SEction 509(a)(3) of the IRC by conducting and supporting activities which carry out the charitable, religious and educational purposes of the Tidewater Jewish Foundation, Inc., a Virginia non stock corporation, which is a publicly supported charitable organization described in Sections 501(c)(3) and 509(a)(1) of the IRC.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 92
  • Sustainability: 40
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.2%; rating input score 69
  • Program expense ratio: 80.6%; rating input score 81

Transparency & Controls

  • Consistency checks: 90%; rating input score 90; 1st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 14.2%; rating input score 70; 70th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -7.7% per year; rating input score 0; 33rd percentile among comparable filings
  • Revenue growth: 8.5% per year; rating input score 100; 79th percentile among comparable filings
  • Asset growth: -7.7% per year; rating input score 0; 24th percentile among comparable filings

Details

  • Where the money goes: 69.2% of revenue deployed · 80.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $27K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 2 filing years from 2009 to 2016
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • 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 — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.