Is Whitney And Anne M Stone Foundation Legit?

Quick charity verification for Whitney And Anne M Stone Foundation (EIN: 133394681)

Verdict: Whitney And Anne M Stone Foundation shows mixed signals

60/100Mission Score
$547KRevenue
$1.9MAssets
4Red Flags
3Strengths

Red Flags

Strengths

Spending Breakdown

How Whitney And Anne M Stone 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 Whitney And Anne M Stone Foundation

Is Whitney And Anne M Stone Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Whitney And Anne M Stone Foundation (EIN: 133394681) shows mixed signals. Mission Score: 60/100. 4 red flags identified, 3 strengths noted.

Is Whitney And Anne M Stone Foundation a good charity to donate to?

Whitney And Anne M Stone Foundation has a Mission Score of 60/100. Revenue: $547K. Assets: $1.9M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.

What is the EIN for Whitney And Anne M Stone Foundation?

The Employer Identification Number (EIN) for Whitney And Anne M Stone Foundation is 133394681. 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 Whitney And Anne M Stone Foundation spend its money?

Whitney And Anne M Stone Foundation allocates 80% to programs, 15% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.

How can I verify Whitney And Anne M Stone Foundation's tax-exempt status?

You can verify Whitney And Anne M Stone Foundation's tax-exempt status using EIN 133394681 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 Whitney And Anne M Stone Foundation demonstrates a mixed financial picture. While the organization consistently files its IRS 990 forms, indicating a basic level of transparency, the financial health appears to be in a period of decline. Total assets have decreased significantly from a peak of $4,108,537 in 2021 to $1,918,804 in 2023, representing a reduction of over 50%. Furthermore, the foundation has frequently operated with expenses exceeding revenue, notably in 2023 where expenses were $208,419 against only $32,685 in revenue, and in 2022 where expenses were $369,361 against $382,323 in revenue. This trend of spending more than it takes in, particularly in recent years, raises concerns about long-term sustainability and the ability to maintain its mission without further drawing down its asset base. The spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which is not provided in the summary data. However, the consistent reporting of 0% officer compensation across all available filings suggests that executive costs are not a drain on resources, which is a positive indicator for efficiency in that specific area. The substantial decrease in assets, coupled with periods of significant net losses, suggests that the foundation may be liquidating assets to cover operational costs or grantmaking, which is not a sustainable model. The lack of NTEE code also makes it challenging to benchmark its financial performance against similar organizations. In terms of transparency, the regular filing of 990s is a good practice. However, the absence of detailed expense categories in the provided data limits a deeper analysis of how funds are allocated between programs, administration, and fundraising. A more granular view of spending would be necessary to fully evaluate its spending efficiency and commitment to its stated purpose. The foundation's financial trajectory suggests a need for strategic review to ensure its continued viability and impact.

View Full Transparency Report →

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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