The Joan Levy Bisesi Foundation

Nonprofit profile at a glance

EIN
263385667
IRS 990-EZ coverage
2016–2018
Forms available
Form 990 2012, Form 990-EZ 2018, Form 990-N 2015
Location
Columbus, OH, USA
Phone
6142360219
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Reported finances

Revenue
$80,461
Expenses
$45,287
Assets
$39,951

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

10 people listed

People named in this filing

  • DENNIS SMITH (SECRETARY)
  • SHMULIK EPSTEIN (CHAIRMAN)
  • KEN BARTON (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 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Joan's foundation is dedicated solely to head and neck oncology. Our mission is to improve lives by raising funds to support head and neck cancer research, education, awareness, and survivorship.

What it reported doing in 2018

Raising funds to support head and neck cancer research, education, awareness, and survivorship.

Operating model

Revenue model
Other-operating. 95% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 98% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of total spending goes to programs and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 82
  • Sustainability: 62
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 52.9%; rating input score 53
  • Program expense ratio: 94%; rating input score 94

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 43.7%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 0.88; rating input score 44; 44th 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: 69% per year; rating input score 100; 96th percentile among comparable filings
  • Revenue growth: -22.4% per year; rating input score 0; 14th percentile among comparable filings
  • Asset growth: -8.8% per year; rating input score 0; 21st percentile among comparable filings

Details

  • Where the money goes: 52.9% of revenue deployed · 94% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $43K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2016 to 2018
  • 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.

  • Review — Financial Efficiency: Mission deployment rate scored 53/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.