The Henry R Breckenridge Charitable Foundation Inc

Nonprofit profile at a glance

EIN
990682601
IRS 990-EZ coverage
2024–2024
Forms available
Form 990-EZ 2024
Location
Danvers, MA, USA
Phone
9788336689
Rating
48
Verdict
MIXED
Rating confidence
Moderate
Sector
Public Foundations

Official website

Reported finances

Revenue
$108,510
Expenses
$45,052
Assets
$77,552

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

Leadership & pay

4 people listed

Executive titles in this filing

  • JUSTIN CECIL (PRESIDENT)

People named in this filing

  • JUSTIN CECIL (PRESIDENT)
  • DAVID BETTENCOURT (TREASURER)
  • DANIELLE BRECKENRIDGE (CLERK)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To assist community-based charitable programs that support families who have experienced personal and financial loss due to a serious illness, medical issue, and/or a tragic event, including, but not limited to, families of military and civil service professionals to cover and/or defray the cost of associated expenses, including, but not limited to, funeral, education, and medical assistance. The corporation is committed to support these causes by providing funding and financial assistance for various therapeutic, educational, medical and recreational opportunities.

What it reported doing in 2024

To assist community-based charitable programs that support families who have experience personal and financial loss due to a serious illness, medical issue, and/or a tragic event, including, but not limited to, families of military and civil service professionals to cover and/or defray the cost of associated expenses, including, but not limited to, funeral, education, and medical assistance. The corporation is committed to support these causes by providing funding and financial assistance for various therapeutic, educational, medical and recreational opportunities.

Operating model

Revenue model
Other-operating. 94% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. 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: 23
  • Transparency & Controls: 82
  • Sustainability: 74
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 15.2%; rating input score 15
  • Program expense ratio: 36.5%; rating input score 37

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 58.5%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 1.72; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

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

Details

  • Where the money goes: 15.2% of revenue deployed · 36.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $16K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Contacts: How to reach this organization
  • 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 — Financial Efficiency: Mission deployment rate scored 15/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 37/100.