Well Rounded Heroes Foundation

Nonprofit profile at a glance

EIN: 454895191
IRS 990-EZ coverage: 2014–2024
Forms available: Form 990-EZ 2024, Form 990-N 2012
Location: Mission Viejo, CA, USA
Phone: 9492894428
Rating: 84
Verdict: STRONG
Rating confidence: Moderate
Sector: Military, Veterans' Organizations

Reported finances

Revenue: $26,150
Expenses: $31,153
Assets: $27,468
Liabilities: $15,662

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

Leadership & pay

1 person listed

Executive titles in this filing

ADAM ZAX (President)

People named in this filing

ADAM ZAX (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Try to improve the quality of life of active military personnel and their families, veterans, battered and abused women, and low income family members, by teaching them creative performing and physical art skills.

What it reported doing in 2024

Support for teaching creative performing and physical art skills.

Operating model

Revenue model: Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model: Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

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: 100
Transparency & Controls: 82
Sustainability: 31
Growth: 0

Detailed rating inputs

Financial Efficiency

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

Transparency & Controls

Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
Major donor itemization: Limited

Sustainability

Operating margin: -19.1%; rating input score 24; 24th percentile among comparable filings
Total-asset coverage ratio: 0.88; rating input score 43; 43rd percentile among comparable filings
Liabilities to assets ratio: 0.57; rating input score 8; 8th percentile among comparable filings
Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

Program expense growth: -2.4% per year; rating input score 0; 41st percentile among comparable filings
Revenue growth: -7% per year; rating input score 0; 29th percentile among comparable filings
Asset growth: -0.2% per year; rating input score 0; 38th percentile among comparable filings

Details

Where the money goes: 100% of revenue deployed · 100% of spending went to programs
Governance: Filed governance answers
Accomplishments: 1 filed program accomplishment · $31K in reported program spending
Leadership: top reported pay $0 · 1 people listed
Consistency: 7 of 7 current checks pass
Schedules: 2 filed schedules
Filing history: 10 filing years from 2014 to 2024
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.
High — Sustainability: Operating margin scored 24/100.
High — Growth: Asset growth scored 0/100.
Moderate — Sustainability: Total-asset coverage ratio scored 43/100.
High — Sustainability: Liabilities to assets ratio scored 8/100.
Review — Sustainability: Officer compensation ratio scored 56/100.