Warren Skaaren Charitable Trust

Nonprofit profile at a glance

EIN
742619296
IRS 990-PF coverage
2020–2024
Forms available
Form 990-PF 2024
Location
Austin, TX, USA
Phone
5126987272
Rating
87
Verdict
STRONG
Rating confidence
Standard

Reported finances

Revenue
$208,720
Expenses
$215,724

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

Overview

Mission

Warren Skaaren Charitable Trust is a nonprofit. Location: Austin, TX. EIN 742619296. Tax year 2024 Form 990-PF reports $209K revenue and $216K expenses.

What it reported funding in 2024

The foundation reported 13 grants totaling $154,000. The stated grant purposes included to provide accessibleaffordable, quality learning opportunities, to help children copewhen a parent facesserious or life-threatening illness, and to support the efforts of thefacility to provide no-kill shelter and adoption for animals, plus 10 other reported purposes.

Operating model

Revenue model
Other-operating. 73% of the foundation's positive operating resources came from other operating revenue.
Distribution model
Grant intermediary. The foundation distributed 82% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. Assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 71
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 31

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 80th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 71.4%; rating input score 71; 32nd 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: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 12.43; rating input score 31; 31st 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: 31th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 14 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.

  • Moderate — Endowment Health: Endowment-health comparison scored 31/100.