Warren Averett Foundation

Nonprofit profile at a glance

EIN
823182228
IRS 990-EZ coverage
2018–2025
Forms available
Form 990-EZ 2025, Form 990-N 2017
Location
Birmingham, AL, USA
Phone
2059794100
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Corporate Foundations

Reported finances

Revenue
$16,625
Expenses
$12,191
Assets
$115,114
Liabilities
$0

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

Leadership & pay

9 people listed

People named in this filing

  • REED KING (BOARD MEMBER)
  • SHERRY WRIGHT (BOARD MEMBER)
  • MICHELLE SANCHEZ (BOARD MEMBER)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The warren averett foundation was established through a passionate commitment of warren averett to provide needed resources for our people, community and organizations in an effort to help them thrive.

What it reported doing in 2025

The foundation provided assistance and resources to struggling employees of warren averett.

Operating model

Revenue model
Donor-supported. 98% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% 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. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 82
  • Sustainability: 78
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73.8%; rating input score 74
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

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

Sustainability

  • Operating margin: 26.7%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 9.44; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -13.5% per year; rating input score 0; 24th percentile among comparable filings
  • Revenue growth: -10.1% per year; rating input score 0; 24th percentile among comparable filings
  • Asset growth: 11.1% per year; rating input score 100; 72nd percentile among comparable filings

Details

  • Where the money goes: 73.8% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $12K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 8 filing years from 2018 to 2025
  • 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 — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.