The Rick Agee Foundation

Nonprofit profile at a glance

EIN
874659838
IRS 990-PF coverage
2022–2025
Forms available
Form 990-PF 2025
Location
Rockwall, TX, USA
Phone
4693235635
Rating
79
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Private Independent Foundations

Reported finances

Revenue
$50,304
Expenses
$48,554

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2025

The foundation reported 3 grants totaling $28,250. The stated grant purposes included support for people with oral head and neck cancers, support to local non-profits organizations and causes, and scholarships for selected students in the davis college of agriculture.

Operating model

Revenue model
Donor-supported. 67% of the foundation's positive operating resources came from contributions.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.

The verdict

SUPPORTED - A large share of available resources goes to charitable grants and the filing identifies who received its grants. A relatively small share of spending goes to grants and assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 58
  • Transparency: 100
  • Compliance: 68
  • Endowment Health: 39

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 67th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 58.2%; rating input score 58; 56th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 7 of 19 controls in place; rating input score 37
    • 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: Missing
    • Excess business holdings: Missing
    • Investments that may jeopardize charitable purposes: Missing
    • Uncorrected prior-year jeopardizing investments: Missing
    • Attempt to influence legislation: Missing
    • Attempt to influence an election: Missing
    • Grants to individuals: Missing
    • Grants to organizations: Missing
    • Spending for a noncharitable purpose: Missing
    • Funds received for a personal-benefit contract: Missing
    • Premiums paid on a personal-benefit contract: Missing
    • Prohibited tax-shelter transaction: Missing
  • Filing consistency checks: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 0.44; rating input score 39; 39th 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
  • Payout: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 39th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: 3 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Cost Efficiency: Grant expense ratio scored 58/100.
  • Moderate — Endowment Health: Endowment-health comparison scored 39/100.