Strong program focus, as implied by the grantmaking foundation NTEE code and low administrative overhead.
Positive revenue trends over the long term, despite some annual fluctuations.
Spending Breakdown
How Ellenbecker Investment Groupcharitable 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 Ellenbecker Investment Groupcharitable Foundation Inc
Is Ellenbecker Investment Groupcharitable Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Ellenbecker Investment Groupcharitable Foundation Inc (EIN: 204909038) appears trustworthy. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
Is Ellenbecker Investment Groupcharitable Foundation Inc a good charity to donate to?
Ellenbecker Investment Groupcharitable Foundation Inc has a Mission Score of 95/100. Revenue: $164K. Assets: $580K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Ellenbecker Investment Groupcharitable Foundation Inc?
The Employer Identification Number (EIN) for Ellenbecker Investment Groupcharitable Foundation Inc is 204909038. 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 Ellenbecker Investment Groupcharitable Foundation Inc spend its money?
Ellenbecker Investment Groupcharitable Foundation Inc allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Ellenbecker Investment Groupcharitable Foundation Inc's tax-exempt status?
You can verify Ellenbecker Investment Groupcharitable Foundation Inc's tax-exempt status using EIN 204909038 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 Ellenbecker Investment Group Charitable Foundation Inc. demonstrates strong financial health with consistently growing assets, reaching $580,308 in the latest filing period (202312). The organization maintains a very low liability profile, consistently reporting only $1 in liabilities across all available filings, which indicates excellent financial stability and minimal debt. Revenue has shown significant growth over the years, with the latest reported revenue at $148,874, up from $56,868 in 201912, though it has fluctuated, peaking at $209,892 in 201112.
The foundation's spending efficiency appears to be very strong, particularly given its operational model. In the 202312 period, expenses were $42,035 against revenue of $148,874, suggesting a significant portion of funds are retained or directly distributed as grants. The NTEE code T21 (Private Grantmaking Foundations) implies that a substantial portion of its expenses would be program-related grants. The consistent reporting of 0% officer compensation across all filings is a significant indicator of efficiency and a commitment to directing funds towards its mission rather than administrative salaries.
Transparency is high, as evidenced by the readily available 990 filings and the clear reporting of financial metrics. The absence of officer compensation also contributes to a perception of good governance and a focus on charitable impact. The foundation's consistent growth in assets while maintaining minimal liabilities and no executive compensation paints a picture of a well-managed and financially sound grantmaking organization.