Quick charity verification for Barthelmes Foundation Inc (EIN: 201326155)
Verdict: Barthelmes Foundation Inc shows mixed signals
65/100Mission Score
$1.7MRevenue
$4.8MAssets
3Red Flags
3Strengths
Red Flags
Consistent and significant deficit spending, with expenses regularly exceeding revenue.
Nearly 50% reduction in total assets over the past decade, from $9.3 million to $4.7 million.
Lack of clear explanation for the sustained asset depletion strategy in the provided data.
Strengths
Consistently reports 0% officer compensation, indicating efficient use of funds for leadership salaries.
Very low liabilities reported across all periods, suggesting good short-term debt management.
Consistent filing of IRS Form 990s, demonstrating transparency in reporting.
Spending Breakdown
How Barthelmes Foundation Inc allocates its funds across programs, administration, and fundraising.
90%
Program Spending
Healthy — majority goes to mission
10%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Barthelmes Foundation Inc
Is Barthelmes Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Barthelmes Foundation Inc (EIN: 201326155) shows mixed signals. Mission Score: 65/100. 3 red flags identified, 3 strengths noted.
Is Barthelmes Foundation Inc a good charity to donate to?
Barthelmes Foundation Inc has a Mission Score of 65/100. Revenue: $1.7M. Assets: $4.8M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Barthelmes Foundation Inc?
The Employer Identification Number (EIN) for Barthelmes Foundation Inc is 201326155. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Barthelmes Foundation Inc spend its money?
Barthelmes Foundation Inc allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Barthelmes Foundation Inc's tax-exempt status?
You can verify Barthelmes Foundation Inc's tax-exempt status using EIN 201326155 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Barthelmes Foundation Inc, operating as a grantmaking organization (NTEE Code T20), demonstrates a consistent pattern of spending exceeding its revenue over the past decade. For instance, in 2023, expenses were $524,508 against revenues of $207,312, and this trend is visible across all reported periods. This deficit spending has led to a significant decline in assets, from $9,358,378 in 2011 to $4,771,949 in 2023. While the organization consistently reports 0% officer compensation, which is a positive indicator for resource allocation, the sustained draw-down on assets raises questions about the long-term sustainability of its grantmaking activities at current levels. The foundation's transparency is generally good, with consistent 990 filings available, but the financial strategy behind the asset depletion warrants further investigation.
The foundation's financial health appears to be in a state of gradual decline due to its operational model where expenses consistently outpace revenue. While this might be a deliberate strategy for a private foundation to disburse its endowment over time, the rate of asset reduction is substantial. The lack of officer compensation suggests that administrative costs related to salaries are minimal, which is a strength. However, without a detailed breakdown of expenses (program, administrative, fundraising) from the provided data, it's challenging to fully assess spending efficiency beyond the overall revenue-expense imbalance. The consistent reporting of liabilities as very low indicates good short-term financial management regarding debt.