Thomas Tolman Family Organization

Nonprofit profile at a glance

EIN
237256835
IRS 990-EZ coverage
2014–2017
Forms available
Form 990 2016, Form 990-EZ 2017
Location
South Jordan, UT, USA
Phone
8012927745
Rating
90
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Services N.E.C.

Reported finances

Revenue
$2,019
Expenses
$81,532
Assets
$146,734
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • DEREK JOHN TOLMAN (PRESIDENT)
  • RICK TOLMAN (VICE PRESIDENT)
  • BEN BAKER (VICE PRESIDENT)
  • DAWNINE T MILLS JOHNSON (VICE PRESIDENT)

People named in this filing

  • DEREK JOHN TOLMAN (PRESIDENT)
  • RICK TOLMAN (VICE PRESIDENT)
  • BEN BAKER (VICE 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-EZ. Selected filing: tax year 2017. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To operate a

What it reported doing in 2017

The family geneology center operates to promote family history and make these historic resources available to the public.

Operating model

Revenue model
Donor-supported. 85% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 99% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 98.7%; rating input score 99

Transparency & Controls

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

Sustainability

  • Operating margin: -3,938.2%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 1.8; rating input score 63; 63rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 38.9% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 5.1% per year; rating input score 100; 72nd percentile among comparable filings
  • Asset growth: 13.6% per year; rating input score 100; 77th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 98.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $80K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2014 to 2017
  • 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 — Sustainability: Operating margin scored 1/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.