4875 Hunter Avenue Investment Group Inc
Investment-focused nonprofit shows significant asset growth, fluctuating expenses, and recent surge in liabilities.
EIN: 202201042 · Juneau, AK · NTEE: S47 · Updated: 2026-03-28
Is 4875 Hunter Avenue Investment Group Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
4875 Hunter Avenue Investment Group Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About 4875 Hunter Avenue Investment Group Inc
4875 Hunter Avenue Investment Group Inc (EIN: 202201042) is a nonprofit organization based in Juneau, AK, classified under NTEE code S47. The organization reported total revenue of $2.8M and total assets of $98.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of 4875 Hunter Avenue Investment Group Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
4875 Hunter Avenue Investment Group Inc is a mid-size nonprofit that has been operating for 21 years, with 14 years of IRS 990 filings on record (2010–2023). Revenue has grown at a compound annual rate of 8.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.2M |
| Total Expenses | $3.2M |
| Surplus / Deficit | +$68K |
| Total Assets | $95.8M |
| Total Liabilities | $41.0M |
| Net Assets | $54.8M |
| Operating Margin | 2.1% |
| Debt-to-Asset Ratio | 42.8% |
| Months of Reserves | 362.3 months |
Financial Health Grade: A
In 2023, 4875 Hunter Avenue Investment Group Inc reported a surplus of $68K with revenue exceeding expenses, holds 362.3 months of operating reserves (strong position), has a debt-to-asset ratio of 42.8% (moderate leverage).
Financial Trends
Over 14 years of filings (2010–2023), 4875 Hunter Avenue Investment Group Inc's revenue has grown at a compound annual growth rate (CAGR) of 8.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +2.9% | +99.3% | -6.8% |
| 2022 | +2.8% | +125.3% | +30.2% |
| 2021 | +3.4% | +12.5% | +41.4% |
| 2020 | +30.0% | +6.6% | +13.5% |
| 2019 | -9.6% | +1.7% | +9.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates 4875 Hunter Avenue Investment Group Inc with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, 4875 Hunter Avenue Investment Group Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $68K, with revenue exceeding expenses.
- Debt-to-asset ratio: 42.8%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, suggesting either a fully volunteer executive team or that compensation is categorized differently, which could obscure the true cost of leadership relative to the organization's substantial assets.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of 4875 Hunter Avenue Investment Group Inc's IRS 990 filings:
- Multiple years of $0 reported expenses (2014-2016) despite significant revenue and assets.
- Dramatic increase in liabilities from $18,541 in 2021 to $41,014,953 in 2023 without clear explanation in summary data.
- Consistent 0% officer compensation, which could indicate a lack of transparency if compensation is simply reported elsewhere or if the organization is entirely volunteer-run despite its scale.
Strengths
The following positive indicators were identified for 4875 Hunter Avenue Investment Group Inc:
- Significant and consistent asset growth, from $35.5 million in 2014 to over $95 million in 2023, indicating strong financial management of its investment portfolio.
- Consistent revenue generation, with latest revenue at $3,241,621, demonstrating financial sustainability.
- No reported officer compensation, which could be a strength if it genuinely reflects a volunteer-led structure, minimizing administrative overhead in that area.
Frequently Asked Questions about 4875 Hunter Avenue Investment Group Inc
Is 4875 Hunter Avenue Investment Group Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, 4875 Hunter Avenue Investment Group Inc (EIN: 202201042) some concerns. Mission Score: 65/100. 3 red flags identified, 3 strengths noted.
How does 4875 Hunter Avenue Investment Group Inc spend its money?
4875 Hunter Avenue Investment Group Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to 4875 Hunter Avenue Investment Group Inc tax-deductible?
4875 Hunter Avenue Investment Group Inc is registered as a tax-exempt nonprofit (EIN: 202201042). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Why were expenses reported as $0 for multiple years (2014-2016)?
The IRS 990 filings show $0 expenses for periods 201412, 201512, and 201612, which is highly unusual for an organization with significant revenue and assets. This could indicate a reporting anomaly, a period of extreme dormancy, or that expenses were not incurred in a way that required reporting on the 990, which warrants further clarification.
What is the nature of the significant increase in liabilities from $18,541 in 2021 to $41,014,953 in 2023?
The dramatic increase in liabilities over two years is a critical financial development. Understanding whether these are long-term debts, investment-related obligations, or other types of liabilities is crucial for assessing the organization's financial risk and stability.
How does the organization define and execute its 'program services' given its NTEE code S47 (Investment Activities)?
As an investment group, its 'program services' likely involve managing its assets to generate returns, which may then be used for charitable purposes or further investment. Clarification on how these investment activities directly contribute to a charitable mission would be beneficial.
Filing History
IRS 990 filing history for 4875 Hunter Avenue Investment Group Inc showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2010–2023), 4875 Hunter Avenue Investment Group Inc's revenue has grown by 181.5%, moving from $1.2M to $3.2M. Total assets increased by 282.1% over the same period, from $25.1M to $95.8M. In its most recent filing year (2023), 4875 Hunter Avenue Investment Group Inc reported a surplus of $68K, with revenue exceeding expenses. The organization holds $41.0M in liabilities against $95.8M in assets (debt-to-asset ratio: 42.8%), resulting in net assets of $54.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.2M | $3.2M | $95.8M | $41.0M | — | — |
| 2022 | $3.1M | $1.6M | $102.8M | $41.2M | — | View 990 |
| 2021 | $3.1M | $707K | $78.9M | $19K | — | View 990 |
| 2020 | $3.0M | $628K | $55.8M | $98K | — | — |
| 2019 | $2.3M | $589K | $49.2M | $100K | — | View 990 |
| 2018 | $2.5M | $580K | $44.9M | $82K | — | View 990 |
| 2017 | $2.5M | $578K | $42.7M | $74K | — | View 990 |
| 2016 | $1.4M | $0 | $38.2M | $63K | — | View 990 |
| 2015 | $1.4M | $0 | $37.3M | $60K | — | View 990 |
| 2014 | $1.4M | $0 | $35.6M | $72K | — | View 990 |
| 2013 | $1.3M | $0 | $31.8M | $53K | — | View 990 |
| 2012 | $1.3M | $0 | $30.3M | $67K | — | View 990 |
| 2011 | $1.2M | $0 | $30.1M | $65K | — | View 990 |
| 2010 | $1.2M | $0 | $25.1M | $67K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.2M, expenses of $3.2M, and assets of $95.8M (revenue +2.9% year-over-year).
- 2022: Revenue of $3.1M, expenses of $1.6M, and assets of $102.8M (revenue +2.8% year-over-year).
- 2021: Revenue of $3.1M, expenses of $707K, and assets of $78.9M (revenue +3.4% year-over-year).
- 2020: Revenue of $3.0M, expenses of $628K, and assets of $55.8M (revenue +30.0% year-over-year).
- 2019: Revenue of $2.3M, expenses of $589K, and assets of $49.2M (revenue -9.6% year-over-year).
- 2018: Revenue of $2.5M, expenses of $580K, and assets of $44.9M (revenue +2.0% year-over-year).
- 2017: Revenue of $2.5M, expenses of $578K, and assets of $42.7M (revenue +73.1% year-over-year).
- 2016: Revenue of $1.4M, expenses of $0, and assets of $38.2M (revenue +2.6% year-over-year).
- 2015: Revenue of $1.4M, expenses of $0, and assets of $37.3M (revenue +2.3% year-over-year).
- 2014: Revenue of $1.4M, expenses of $0, and assets of $35.6M (revenue +3.5% year-over-year).
- 2013: Revenue of $1.3M, expenses of $0, and assets of $31.8M (revenue +1.7% year-over-year).
- 2012: Revenue of $1.3M, expenses of $0, and assets of $30.3M (revenue +5.0% year-over-year).
- 2011: Revenue of $1.2M, expenses of $0, and assets of $30.1M (revenue +6.8% year-over-year).
- 2010: Revenue of $1.2M, expenses of $0, and assets of $25.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for 4875 Hunter Avenue Investment Group Inc:
Data Sources and Methodology
This transparency report for 4875 Hunter Avenue Investment Group Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.