3 a Bereavement Foundation FY2023 filing

Tax-deductible

Houston, TX501(c)(3)Human ServicesEIN 76-0534471Revenue $128K in FY2023

On file with the IRS3abereavement.org5330 Griggs Rd Ste A108, 77021-3758 · Houston, TXTax-exempt since Jun 1997Publicly supported charity — 170(b)(1)(A)(vi)

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The mission of 3 a Bereavement Foundation is to enable low-income and working poor bereaved families to secure services to comprehensively address their Bereavement needs. We currently serve over 845 families each year,

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $5K a year · 4% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.6 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $10K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$22K
30% of total assets
Looks good: liabilities are 30% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$128K
-7% vs prior year
Spent
$117K
To programs
76%
Net assets
$50K
By yearFY2020–FY2024
Revenue
$128K
FY2023▼ -7%
Tap a bar for its year
Revenue by fiscal year
FY2020$110K
FY2021$95K
FY2022$138K
FY2023$128K
FY2024$179K
Expenses
$117K
FY2023▼ -6%
Tap a bar for its year
Expenses by fiscal year
FY2020$118K
FY2021$117K
FY2022$124K
FY2023$117K
FY2024$147K
Net assets
$50K
FY2023▲ +28%
Tap a bar for its year
Net assets by fiscal year
FY2020$48K
FY2021$26K
FY2022$39K
FY2023$50K
FY2024$83K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $88K Management & general 15% · $18K Fundraising 9% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
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
Non Voting Board Mbr
$0Pt VII · Sec A

Michele Lara’s $31K as Non Voting Board Mbr is at the 19th percentile of top reported officer pay among 2168 $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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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps low-income families access services for bereavement needs.

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Provided by the organization

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3 programs · $88K · in their own filed words · FY2023
01

Assisted 45 crime victims families 2023 to apply for crime victims compensation benefits. Assisted 13 crime victims families to directly receive 84,500 for funeral and burial expenses from texas crime victims compensation program.

$50Kprogram expense
02

Provided 25,099 in direct emergency support to offset funeral, burial, AND/OR cremation costs to 42 low income bereaved families. Provided 1409 in emergency direct individual grief counseling to low-income bereavaed family members.

$25Kprogram 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 1031 bereaved families served in 2023 equates to approximately 4124 bereaved individuals that directly benefit from 3ABF services.

$13Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

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

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$128K
Ln 12
Gifts and grantsLn 1h$97K
Other incomeLn 4–11$31K
Money outPt IX
$117K
Ln 25
Programscol B$88K
Managementcol C$18K
Fundraisingcol D$10K
Owns and owesPt X
$50K
net assets · Ln 32
Cash and savingsLn 1–2$6K
Total assetsLn 16$72K
LiabilitiesLn 26$22K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$97K
Government grantsLn 1e$50K
Other incomeLn 4–11$31K
Total revenueLn 12$128K
Assets in detailPt X, end of year
CashLn 1$6K
Cash and savings togetherLn 1–2$6K
Land, buildings, equipmentLn 10c$2
Total assetsLn 16$72K
LiabilitiesLn 26$22K
Net assetsLn 32$50K
OperationsPt I, VI
EmployeesI 52
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$8K$6K
Land, buildings, equipmentLn 10c$2$2
Total assetsLn 16$74K$72K
LiabilitiesLn 26$35K$22K
Net assetsLn 32$39K$50K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$25K$25K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$20K$13K$5K$2K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$31K$20K$8K$3K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$4K$3K$971$388
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$4K$3K$865
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$4K$4K
Investment management feesLn 11f$0
Other fees for servicesLn 11g$2K$1K$350
Advertising and promotionLn 12$0
Office expensesLn 13$3K$2K$482
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$5K$4K$1K
TravelLn 17$8K$8K$31
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$1K$880$220
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$3K$2K$556
Other expenses (24a–d)Ln 24$6K$5K$791
All other expensesLn 24e$1K$1K
Total functional expensesLn 25$117K$88K$18K$10K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $179K$147K$33K$83K 990 PDF
FY2023 Viewing $128K$117K$11K$50K 990 PDF
FY2022 $138K$124K$13K$39K 990 PDF
FY2021 $95K$117K−$22K$26K 990 PDF
FY2020 $110K$118K−$8K$48K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $127,630 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $106,716$96,829
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $30,899$30,801
I-12 Total revenuePrior year $137,615$127,630
I-13 Grants and similar amounts paidPrior year $19,133$25,099
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $65,288$54,649
I-16a Professional fundraising feesPrior year $5,981$3,938
I-17 Other expensesPrior year $33,868$33,015
I-18 Total expensesPrior year $124,270$116,701
I-19 Revenue less expensesPrior year $13,345$10,929
Part VI · Governance 5 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $127,630 across 5 lines filed
VIII-1e Government grants$50,009
VIII-1f All other contributions, gifts and grants$46,820
VIII-1h Total contributions, gifts and grants$96,829
VIII-8 Net income from fundraising events$30,801
VIII-12 Total revenue$127,630
Part IX · Statement of functional expenses $116,701 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $25,099$25,099
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $12,795 · Management $4,921 · Fundraising $1,969$19,685
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $20,202 · Management $7,770 · Fundraising $3,108$31,080
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $2,525 · Management $971 · Fundraising $388$3,884
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $3,460 · Management $865$4,325
IX-11d Lobbying fees$0
IX-11e Professional fundraising feesFundraising $3,938$3,938
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $1,399 · Management $350$1,749
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $2,341 · Management $482$2,823
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $4,320 · Management $1,080$5,400
IX-17 TravelPrograms $7,747 · Management $31$7,778
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $880 · Management $220$1,100
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $2,326 · Management $556$2,882
IX-24 Other expenses (24a–d)Programs $5,073 · Management $791$5,864
IX-24e All other expensesFundraising $1,094$1,094
IX-25 Total functional expensesPrograms $88,167 · Management $18,037 · Fundraising $10,497$116,701
Part X · Balance sheet $71,794 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $8,024$6,080
X-9 Prepaid expenses and deferred chargesStart of year $65,961$65,712
X-10c Land, buildings and equipment, netStart of year $2$2
X-16 Total assetsStart of year $73,987$71,794
X-17 Accounts payable and accrued expensesStart of year $340$528
X-25 Other liabilitiesStart of year $34,430$21,120
X-26 Total liabilitiesStart of year $34,770$21,648
X-32 Total net assets or fund balancesStart of year $39,217$50,146
X-33 Total liabilities and net assetsStart of year $73,987$71,794
Part XI · Reconciliation of net assets $50,146 net assets at year end
XI-1 Total revenue$127,630
XI-2 Total expenses$116,701
XI-3 Revenue less expenses$10,929
XI-4 Net assets at start of year$39,217
XI-10 Net assets at end of year$50,146

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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