How David Herzog Foundation allocates its funds across programs, administration, and fundraising.
90%
Program Spending
Healthy — majority goes to mission
8%
Admin Costs
Reasonable — admin costs in check
2%
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 David Herzog Foundation
Is David Herzog Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, David Herzog Foundation (EIN: 113281610) appears trustworthy. Mission Score: 92/100. 0 red flags identified, 5 strengths noted.
Is David Herzog Foundation a good charity to donate to?
David Herzog Foundation has a Mission Score of 92/100. Revenue: $815K. Assets: $7.3M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for David Herzog Foundation?
The Employer Identification Number (EIN) for David Herzog Foundation is 113281610. 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 David Herzog Foundation spend its money?
David Herzog Foundation allocates 90% to programs, 8% to administration, and 2% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify David Herzog Foundation's tax-exempt status?
You can verify David Herzog Foundation's tax-exempt status using EIN 113281610 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 David Herzog Foundation demonstrates a consistent commitment to its mission, as evidenced by its program spending. Over the past several years, the foundation has maintained a healthy asset base, growing from $2.7 million in 2011 to over $7.2 million currently, indicating sound financial management and investment strategies. While revenue has fluctuated, including a negative revenue period in 2022, the foundation has consistently incurred expenses, suggesting ongoing operational activities. The absence of officer compensation reported across all filings is a significant indicator of financial efficiency and a strong focus on directing resources towards its charitable purpose.
The foundation's spending efficiency appears strong, with no reported officer compensation, which is a key factor in assessing how much of its funds directly benefit its mission. The consistent low liabilities across all reported periods also points to responsible financial stewardship. However, without a detailed breakdown of expenses into program, administrative, and fundraising categories within the provided data, a precise assessment of spending efficiency is challenging. The overall trend of increasing assets alongside consistent expenses suggests a well-managed endowment supporting its philanthropic activities.
In terms of transparency, the foundation's consistent filing of IRS Form 990s over a decade demonstrates a commitment to public disclosure. The readily available financial data, including revenue, expenses, and assets, allows for a basic level of scrutiny. The lack of reported officer compensation enhances its transparency profile, as it suggests that the foundation's leadership is not drawing salaries from the organization's funds. Further transparency could be achieved with more granular expense breakdowns.