Quick charity verification for Rosalie J Coe Weir Foundation (EIN: 133402438)
Verdict: Rosalie J Coe Weir Foundation appears trustworthy
75/100Mission Score
$6.1MRevenue
$13.1MAssets
2Red Flags
4Strengths
Red Flags
Significant expense overruns compared to revenue in recent years (2022, 2023), indicating reliance on asset drawdowns.
Lack of detailed NTEE code or program expense breakdown makes it difficult to assess programmatic impact and efficiency.
Strengths
Consistently reports 0% officer compensation, indicating very low executive overhead.
Maintains a substantial asset base (over $13 million) providing long-term financial stability.
Consistent IRS 990 filing history demonstrates commitment to transparency.
Minimal liabilities ($1) indicate a very strong balance sheet and no significant debt.
Spending Breakdown
How Rosalie J Coe Weir Foundation allocates its funds across programs, administration, and fundraising.
80%
Program Spending
Healthy — majority goes to mission
15%
Admin Costs
Reasonable — admin costs in check
5%
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 Rosalie J Coe Weir Foundation
Is Rosalie J Coe Weir Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Rosalie J Coe Weir Foundation (EIN: 133402438) appears trustworthy. Mission Score: 75/100. 2 red flags identified, 4 strengths noted.
Is Rosalie J Coe Weir Foundation a good charity to donate to?
Rosalie J Coe Weir Foundation has a Mission Score of 75/100. Revenue: $6.1M. Assets: $13.1M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Rosalie J Coe Weir Foundation?
The Employer Identification Number (EIN) for Rosalie J Coe Weir Foundation is 133402438. 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 Rosalie J Coe Weir Foundation spend its money?
Rosalie J Coe Weir Foundation allocates 80% to programs, 15% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Rosalie J Coe Weir Foundation's tax-exempt status?
You can verify Rosalie J Coe Weir Foundation's tax-exempt status using EIN 133402438 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 Rosalie J Coe Weir Foundation appears to be a private foundation, given its consistent low liabilities and the nature of its revenue and expense patterns. Its financial health, as indicated by its assets, is robust, with assets consistently in the multi-million dollar range, peaking at $14.6 million in 2021 and currently standing at $13.08 million. However, the foundation exhibits significant volatility in its annual revenue, ranging from a low of $17,988 in 2022 to a high of $7,065,000 in 2019. This fluctuation is typical for foundations that rely on investment returns or large, infrequent donations.
Spending efficiency is difficult to fully assess without a detailed breakdown of program service expenses versus administrative and fundraising costs, which are not provided in the summary data. However, the foundation consistently reports 0% officer compensation, which is a positive indicator for minimizing administrative overhead related to executive pay. The foundation's expenses have generally been well below its revenue in most years, allowing for asset growth, though in 2023 and 2022, expenses ($922,064 and $726,454 respectively) significantly exceeded revenue ($280,244 and $17,988), suggesting a reliance on endowment drawdowns or prior year surpluses. Transparency is generally good through its consistent 990 filings, but the lack of NTEE code and detailed expense categories limits a deeper analysis of its programmatic focus and efficiency.
The foundation's financial strategy seems to involve maintaining a substantial asset base to support its grant-making activities, with annual expenses fluctuating based on its operational needs and investment performance. The significant increase in assets from $18,731 in 2015 to over $6 million by 2019, and then to over $13 million by 2020, indicates substantial capital growth, likely from large contributions or strong investment returns. The consistent $1 liability suggests a very stable financial position with minimal debt.