Umansky Family Foundation

Nonprofit profile at a glance

EIN
934802145
IRS 990-PF coverage
2023–2024
Forms available
Form 990-PF 2024
Location
Memphis, TN, USA
Rating
59
Verdict
MIXED
Rating confidence
Standard
Sector
Physical Fitness and Community Recreational Facilities

Reported finances

Revenue
$5,820,858
Expenses
$18,790

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

Overview

Mission

Physical Fitness and Community Recreational Facilities

What it reported funding in 2024

The foundation reported 1 grant totaling $5,000. The stated grant purpose was to aid in raising awareness of small cell ovarian cancer symptoms, making information about the disease more accessible to patients and their families, and fund research to find a cure..

Operating model

Revenue model
Donor-supported. 99% 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

MIXED - The filed numbers largely add up and the filing identifies who received its grants. A relatively small share of available resources goes to charitable grants and a relatively small share of spending goes to grants.

Rating breakdown

  • Grant Deployment: 12
  • Cost Efficiency: 27
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 100

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 12.2%; rating input score 12; 2nd percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 26.6%; rating input score 27; 10th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
    • 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: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 1,984.76; rating input score 100; 100th 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: 12.2% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 100th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 2 filing years from 2023 to 2024
  • Money network: 1 filed money-flow record
  • 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 — Grant Deployment: Grant deployment ratio scored 12/100.
  • High — Cost Efficiency: Grant expense ratio scored 27/100.