3 a Bereavement Foundation EIN 76-0534471

3 a Bereavement Foundation

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Helps low-income families access services for bereavement needs. For fiscal year 2024 it reported $179K in revenue, $147K in expenses, and $83K in net assets.Pt I

Type
Public charity (501(c)(3)) · Human Services
Location
Houston, TX
Website
www.3abereavement.org
Filings
5 on file (2020–2024)
Revenue
$179KFY2024
Expenses
$147K
Net assets
$83K
People
6
Filings
5
Updates
0
More identity details & actions ⌄
EIN  76-0534471 Public charity (501(c)(3)) Houston, TX
Form 990 (PDF)
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Size
$100K–1M
What they do
Helps low-income families access services for bereavement needs.
Leadership
Michele Lara · Non Voting Board Mbr · $31K
Money in and out
$179K revenue, $147K expenses
Bottom line
77% program efficiency
Where the money goes · FY2024
Total revenue
$179K
Pt VIII · Ln 12
Total expenses
$147K
Pt IX · Ln 25
Net assets
$83K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $33K
Where spending went · Part IX cols B–D
Program services $0.77 Management & general $0.15 Fundraising $0.07
Program efficiency
77%
of spending reaches programs▲ +2% vs prior filing year
Operating runway
1.7mo
months of highly liquid reserves at operating expense rate▲ +183% vs prior filing year
Surplus margin
+18%
revenue over expenses, this year▲ +114% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$179K
FY2024▲ +41%
Expenses
$147K
FY2024▲ +26%
Total assets
$89K
FY2024▲ +24%
Total liabilities
$6K
FY2024▼ -74%
Total revenue
$179K
Pt VIII · Ln 12
Total expenses
$147K
Pt IX · Ln 25
Net assets
$83K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$33K
Total assetsPt X · Ln 16$89K
Program-expense ratioPt IX · col B77%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45
Mission & Programs · Part III

Where the work happens

3 program services account for $113K of program spending, described in the organization's own filed words · FY2024.
01

Assisted 49 Crime Victims Families 2024 to apply for Crime Victims Compensation Benefits. Assisted 27 Crime Victims Families to directly receive 61,175 for funeral and burial expenses from the Texas Crime Victims Compensation Program.

$50Kprogram expense
02

Provided 32,177 in direct emergency support to offset funeral, burial and cremation costs to 55 low-income bereaved families. Provided 9679 in direct group and individual grief counseling to low-income bereaved children and family members.

$42Kprogram expense
03

On average, there are at least four surviving immediate family members spouse, siblings, children and/or parents within every referred family. Therefore, the 1123 bereaved families served in 2024 equates to approximately 4492 bereaved individuals that directly benefit from 3ABF services.Staff Volunteers provided Aftercare Bereavement…

$21Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item C3 a Bereavement Foundation
EINHdr · item D76-0534471
Principal addressHdr · item CHouston, TX
WebsiteHdr · item Jwww.3abereavement.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MTX
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P620)
Ruling yearIRS BMFJun 1997

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Non Voting Board Mbr
$31,338Pt VII · Sec A
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Michele Lara’s $31K as Non Voting Board Mbr is at the 19th percentile of top reported officer pay among 2165 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2021FY2020
Michele Lara$31,338$28,000$26,675

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$137K · 76%
Other revenue$43K · 24%
Contributions & grants76%$137K
Other revenue24%$43K
— government grantsLn 1e$54K
Total revenueLn 12$179K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.77 Management & general $0.15 Fundraising $0.07
Program services77%$113K
Management & general15%$23K
Fundraising7%$11K
Total functional expensesLn 25$147K

Balance Sheet

Part X · end of year
CashLn 1$20K
Total assetsLn 16$89K
Total liabilitiesLn 26$6K
Total net assetsLn 32$83K
Months of cash on handcomputed1.7

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $20K · Operating expenses/yr $147K
1.7 months
Where the money goes
Program services
Program services $113K · Total expenses $147K
77%
Management & General
Management & general $23K · Total expenses $147K
15%
Fundraising
Fundraising $11K · Total expenses $147K
7%
Cost to raise $1
Fundraising expense (3-yr avg) $12K · Solicited contributions (3-yr avg) $62K
$0.19 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $137K · Total revenue $179K
76%
Government reliance
Government grants $54K · Total revenue $179K
30%
Earned-income share
Program service revenue $0 · Total revenue $179K
0%
Investment reliance
Investment income $0 · Total revenue $179K
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $147K
0%
Growth & trend
Revenue growth (YoY)
This year $179K · Prior year $128K
+41%
Revenue CAGR
FY2020 $110K · FY2024 $179K
+13%
Net-asset trend (YoY)
End of year $83K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $179K · Expenses $147K
+18%
Liabilities-to-Assets
Total liabilities — · Total assets $89K
Net-asset ratio
Net assets $83K · Total assets $89K
94%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $89K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Michele Lara · Reported title Non Voting Board Mbr · Highest reported compensation $31K · Total expenses $147K
21%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $70K · Total expenses $147K
48%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 77%
Overhead ratio 15%
Fundraising cost ratio 8%
Revenue growth 41%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 2%
Fundraising fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 2 funders$10K
Grants paid · 7 grants · $120K · 2020–2024
Unitemized GrantFY2024$32,177
Unitemized GrantFY2023$25,099
Unitemized GrantFY2022$19,133
Unitemized GrantFY2021$22,958
Unitemized GrantFY2021$3,200
Unitemized GrantFY2020$14,689
Unitemized GrantFY2020$3,200

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$179K revenue · viewing · ⤓ 990 PDF
FY2023$128K revenue · ⤓ 990 PDF
FY2022$138K revenue · ⤓ 990 PDF
FY2021$95K revenue · ⤓ 990 PDF
FY2020$110K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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