Consistent expenses, suggesting predictable operational costs and grantmaking capacity.
No reported officer compensation, which can indicate efficient use of funds for mission-related activities or a volunteer board structure.
Spending Breakdown
How Jacob L And Lillian Holtzmann Foundation 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 Jacob L And Lillian Holtzmann Foundation
Is Jacob L And Lillian Holtzmann Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Jacob L And Lillian Holtzmann Foundation (EIN: 136174349) appears trustworthy. Mission Score: 75/100. 3 red flags identified, 3 strengths noted.
Is Jacob L And Lillian Holtzmann Foundation a good charity to donate to?
Jacob L And Lillian Holtzmann Foundation has a Mission Score of 75/100. Revenue: $3.8M. Assets: $15.0M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Jacob L And Lillian Holtzmann Foundation?
The Employer Identification Number (EIN) for Jacob L And Lillian Holtzmann Foundation is 136174349. 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 Jacob L And Lillian Holtzmann Foundation spend its money?
Jacob L And Lillian Holtzmann Foundation allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Jacob L And Lillian Holtzmann Foundation's tax-exempt status?
You can verify Jacob L And Lillian Holtzmann Foundation's tax-exempt status using EIN 136174349 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 Jacob L And Lillian Holtzmann Foundation appears to be a private foundation, as indicated by its consistent revenue patterns and asset base. Its financial health shows some volatility in revenue, with a significant negative revenue of $-740,022 in 2022, followed by $709,376 in 2023. Despite these fluctuations, the foundation maintains a substantial asset base, with assets of $18,452,417 in 2023, suggesting long-term stability. The foundation consistently reports $0 in officer compensation, which is typical for private foundations where trustees may not draw salaries, or compensation is reported differently.
Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses. However, given the nature of a private foundation, most expenses are typically grants and related administrative costs. The foundation's expenses have generally been around $1.1-$1.2 million in recent years, with a notable increase to $2.1-$2.2 million in 2011-2012. The consistent reporting of $1 in liabilities across multiple years is unusual and may indicate a reporting anomaly or a very specific accounting practice. Transparency is generally good through its 990 filings, but a lack of NTEE code and detailed expense breakdown limits a deeper analysis of its programmatic focus.