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425 N NEW BALLAS RD STE 200
Saint Louis MO 63141-6848
Saint Louis MO | IRS ruling year: 2014 | EIN: 46-3309222
INSPIRING GIVING AND CONNECTING DONORS TO CATHOLIC PARISHES, SCHOOLS AND MINISTRIES, SUSTAINING THE LOCAL CHURCH FOR FUTURE GENERATIONS.
Great
This charity's score is 100%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.
This overall score is calculated from multiple beacon scores: 85% Accountability & Finance, 10% Leadership & Adaptability, 5% Culture & Community. Learn more about our criteria and methodology.
We recognize that not all metrics and beacons equally predict a charity’s success. The percentage each beacon contributes to the organization’s overall rating depends on the number of beacons an organization has earned.
Use the tool below to select different beacons to see how the weighting shifts when only one, two, or three beacons are earned.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Accountability & Finance score for Roman Catholic Foundation of Eastern Missouri is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.
Roman Catholic Foundation of Eastern Missouri has earned a 100% for the Accountability & Finance beacon. See the metrics below for more information.
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
This Accountability & Finance score represents IRS Form 990 data up until FY 2020, which is the most recent Form 990 currently available to us.
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Full Credit
Partial Credit
No Credit
Not ApplicableBoard Composition - 26/27 - 25/25 ptsBoard Composition - 26/27 - 25/25 pts
Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).
The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.
Source: IRS Form 990
Independent Audit or Financial Review - Audited - 20/20 ptsIndependent Audit or Financial Review - Audited - 20/20 pts
An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:
| Total Revenue Amount | Expectation to Receive Credit |
|---|---|
| $1 million or higher | Expected to complete an audit |
| $500,000 - $1 million | Expected to complete an audit, review, or compilation |
| Less than $500,000 | No expectation (removed from scoring methodology) |
Source: IRS Form 990
Conflict of Interest Policy - Listed - 3/3 ptsConflict of Interest Policy - Listed - 3/3 pts
Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Board Meeting Minutes - Documented - 3/3 ptsBoard Meeting Minutes - Documented - 3/3 pts
Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Document Retention and Destruction - Listed - 3/3 ptsDocument Retention and Destruction - Listed - 3/3 pts
Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Whistleblower Policy - Listed - 3/3 ptsWhistleblower Policy - Listed - 3/3 pts
Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Website - Listed - 3/3 ptsWebsite - Listed - 3/3 pts
Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Full CreditPartial CreditNo CreditNot ApplicableLiabilities to Assets Ratio - 20.39% - 15/15 ptsLiabilities to Assets Ratio - 20.39% - 15/15 pts
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.
| Liabilities to Assets Ratio | Amount of Credit Received |
|---|---|
| Less than 50% | Full Credit |
| 50% - 59.9% | Partial Credit |
| 60% or more | No Credit |
Source: IRS Form 990
Program Expense Ratio - 80.60% - 25/25 ptsProgram Expense Ratio - 80.60% - 25/25 pts
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
| Program Expense Percentage | Amount of Credit Received |
|---|---|
| 70% or higher | Full Credit |
| 60% - 69.9% | Partial Credit |
| 50% - 59.9% | Zero Points for Program Expense Score |
| Below 50% | Zero Points for Both Program Expense AND Liabilities to Assets Scores |
Source: IRS Form 990
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting
Source: IRS Form 990 (page 7), filing year 2020
Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website
Activities:
Activity data not reported from the IRS
Foundation Status:
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Roman Catholic Foundation of Eastern Missouri) or EIN (463309222) in the 'Search Term' field.
This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.
Roman Catholic Foundation of Eastern Missouri reported being impacted by COVID-19 in the following ways:
Program Delivery
How COVID-19 impacted the organization's operations financially:
The Roman Catholic Foundation was minimally impacted financially by the pandemic. The generous Catholics of the Archdiocese of St. Louis continued their support of the Foundation as well as other charities in our region through their contributions to the Foundation.
How COVID-19 impacted the organization's delivery of programs:
Restrictions on in person meetings resulted in the cancellation of our seminars to educate Catholic in the Archdiocese of St. Louis about estate planning and end of life issues. We were also not able to conduct our leadership experiences for high school scholarship recipients.
How this organization adapted to changing conditions caused by COVID-19:
To continue our mission of helping Catholics in the Archdiocese of St. Louis be good stewards, we shifted our in person education seminars on estate planning and end of life issues to a webinar format. This resulted in significant participation from across the region and was very successful.
Innovations the organization intends to continue permanently after the pandemic:
We look forward to returning to the in person versions of our education seminars, but given the success of our webinars, we may also use this format from time to time to reach those who may be unable to attend in person. We have also posted recordings of our previous webinars online so anyone can benefit from the content.
Not Currently Scored
Roman Catholic Foundation of Eastern Missouri cannot currently be evaluated by our Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
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Roman Catholic Foundation of Eastern Missouri reported its largest program on its FY 2020 Form 990 as:
Spent in most recent FY
Percent of program expenses
CONNECTING DONORS AND THEIR PHILANTHROPIC GOALS WITH PARISHES, SCHOOLS, AGENCIES AND CHARITIES TO HELP BUILD A STEWARDSHIP WAY OF LIFE AND SUPPORT EXISTING EFFORTS OF THE CATHOLIC CHURCH IN THE ARCHDI ... (More)
CONNECTING DONORS AND THEIR PHILANTHROPIC GOALS WITH PARISHES, SCHOOLS, AGENCIES AND CHARITIES TO HELP BUILD A STEWARDSHIP WAY OF LIFE AND SUPPORT EXISTING EFFORTS OF THE CATHOLIC CHURCH IN THE ARCHDIOCESE OF ST. LOUIS. (Less)
Roman Catholic Foundation of Eastern Missouri has earned a 100% for the Culture & Community beacon. See the metrics below for more information.
This beacon provides an assessment of the organization's culture and connectedness to the community it serves.
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Full CreditPartial CreditNo CreditNot ApplicableConstituent Feedback - Data Available - 100/100 ptsConstituent Feedback - Data Available - 100/100 pts
100% of beacon score
This organization reported that it is collecting feedback from the constituents and/or communities it serves. Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.
Who are the people you serve with your mission? Describe briefly.
The Roman Catholic Foundation of Eastern Missouri serves parishes, schools, and ministries in the Archdiocese of St. Louis as well as individual Catholics helping them to achieve their goals through planned giving education and marketing.
How is your organization collecting feedback from the people you serve?
Constituent (client or resident, etc.) advisory committees, Suggestion box/email, Other means
How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To inform the development of new programs/projects, To strengthen relationships with the people we serve
With whom does your organization share the feedback you got from the people you serve?
The people we serve, Our staff, Our board
How has asking for feedback from the people you serve changed your relationship with them or shifted power - over decisions, resources, rules or in other ways - to them?
Our engagement with donors in soliciting their feedback has helped us to better understand their needs and priorities as we continue to update our approach to planned giving across the Archdiocese.
What challenges does your organization face in collecting feedback from the people you serve?
We don't have any major challenges to collecting feedback
Briefly describe a recent change that your organization made in response to feedback from the people you serve.
We recently launched a new donor-advised fund called The St. Martha Giving Circle. Based on feedback from donors, we identified an opportunity to better engage women in the Archdiocese of St. Louis to provide support for Catholic ministries across our Archdiocese. Any woman who makes a minimum contribution to the fund will participate with other members to identify, review, and make grants to Catholic ministries.
Equity Practices - No Data Available - UnscoredEquity Practices - No Data Available - Unscored
This organization has not provided information regarding the Equity Practices it is presently implementing. As such, the organization has not earned a score on this metric. Charity Navigator believes nonprofit organizations implementing effective equity policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.
Roman Catholic Foundation of Eastern Missouri has earned a 100% for the Leadership & Adaptability beacon. See the metrics below for more information.
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
Learn more
Full CreditPartial CreditNo CreditNot ApplicableMission - 10/10 ptsMission - 10/10 pts
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission
INSPIRING GIVING AND CONNECTING DONORS TO CATHOLIC PARISHES, SCHOOLS AND MINISTRIES, SUSTAINING THE LOCAL CHURCH FOR FUTURE GENERATIONS.
Vision - 10/10 ptsVision - 10/10 pts
The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.
To help build a stewardship way of life that supports the long term efforts of the Catholic church in the Archdiocese of St. Louis.
Source: Nonprofit submitted responses
Goals - 20/20 ptsGoals - 20/20 pts
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Connect donors and their philanthropic goals with parishes, schools, agencies, and charities in the Archdiocese of St. Louis to provide long term sustainability for these organizations.
Goal Type: Grow, expand, scale or increase access to the existing programs and services.
Goal Two: Providing programs that help Catholics in the Archdiocese of St. Louis to adopt a stewardship way of life.
Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.
Goal Three: Providing education on planned giving to Catholics in the Archdiocese of St. Louis.
Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.
Leadership Development - 15/15 ptsLeadership Development - 15/15 pts
The nonprofit provides evidence of investment in leadership development
The Roman Catholic Foundation of Eastern Missouri has joined with a number of other Catholic foundations around the country to establish an association where best practices can be shared and participating organizations can grow and develop by learning from the experiences of their peers. The group meets regularly virtually and meets in person one time per year.
Mobilizing for Mission - 15/15 ptsMobilizing for Mission - 15/15 pts
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
Strategic Partnerships
Networks of Collective Impact Efforts
Raising Awareness
The Roman Catholic Foundation of Eastern Missouri participates in an association with other Catholic foundations across the country to share best practices and experiences. In addition, we partner with various parish, schools, and ministries in the Archdiocese of St. Louis to help them achieve their long term goals related to planned giving. We regularly promote awareness of planned giving education topics throughout the Archdiocese of St. Louis using a variety of methods and channels.
Adaptability Story - 30/30 ptsAdaptability Story - 30/30 pts
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
Much of the planned giving education the Foundation delivers was done in person and in large gatherings. Within six weeks, we adapted our programs to be delivered virtually by webinar. The webinar offerings were tremendously successful and saw higher levels of participation than our in person events.
Impact & Results
Accountability & Finance
Culture & Community
Leadership & Adaptability
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