The John E Fogarty Foundation for Persons W Intell and Dev Disabilities

Nonprofit profile at a glance

EIN
056016875
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Providence, RI, USA
Phone
4014550350
Rating
45
Verdict
MIXED
Rating confidence
Moderate
Sector
Community Foundations

Reported finances

Revenue
$1
Expenses
$0
Assets
$5,079,691
Liabilities
$0

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

Leadership & pay

20 people listed

Executive titles in this filing

  • ROBERT T MURPHY ESQ (PRESIDENT)
  • BRENDAN C KANE (VICE PRESIDENT)
  • DANIELLE ZAVADA (EXECUTIVE DIRECTOR)

People named in this filing

  • MARY FOGARTY MCANDREW (CHAIRPERSON)
  • FRANK J WILLIAMS ESQ (VICE CHAIRMAN)
  • ROBERT T MURPHY ESQ (PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To assist individuals with intellectual and developmental disabilities

What it reported doing in 2024

The foundation funds an average of 35 organizations and institutions per year that support over 20,000 people affected by intellectual and developmental disabilities. The foundation provided funds to the following organizations in 2022: access point ri, arc of blackstone valley, community access speech, the autism project, bishop hendricken high school, camp jori, childrens friend, common fence point, episcopal conference camp bridges festival ballet providence, fogarty center, gateways to change, looking upwards, olean center, plan ri, proability, re-focus inc., ri developmental disabilities council ri parent information network, sail to prevail, salve regina university, seven hills foundation, special olympics ri, shri service corps, j. Arthur trudeau memorial center, university of Rhode Island, epilepsy foundation of new england, ymca pawtucket, best buddies of ma & ri, groden center, life, inc., newport county ymca, goodwill of southern new england, we share hope, barrington arts alive, and gnome, inc.

Operating model

Revenue model
Other-operating. 100% of the money available for current operations came from other operating revenue.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 80
  • Accountability: 76
  • Sustainability: 8
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 84.6%; rating input score 85; 5th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: Limited
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: 1.8% per year; rating input score 100; 57th percentile among comparable filings
  • Revenue growth: 4.1% per year; rating input score 100; 75th percentile among comparable filings
  • Asset growth: 5.6% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed
  • Governance: 21 of 21 board members independent · 3 of 7 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 20 people listed
  • Consistency: 12 of 12 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 11 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 0/100.
  • Moderate — Accountability: Governance controls: 3 of 6 not reported.