A G Burnham Charitable Fund Inc
A G Burnham Charitable Fund Inc consistently spends more than its revenue, drawing down assets over the last decade.
EIN: 133629337 · Vinton, IA · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $392K |
| Total Expenses | $184K |
| Program Spending | 90% |
| Net Assets | $544K |
| Transparency Score | 75/100 |
Is A G Burnham Charitable Fund Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
A G Burnham Charitable Fund Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About A G Burnham Charitable Fund Inc
A G Burnham Charitable Fund Inc (EIN: 133629337) is a nonprofit organization based in Vinton, IA. The organization reported total revenue of $392K and total assets of $531K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of A G Burnham Charitable Fund Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
A G Burnham Charitable Fund Inc is a small nonprofit that has been operating for 34 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 17.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $179K |
| Total Expenses | $184K |
| Surplus / Deficit | $-5,215 |
| Total Assets | $546K |
| Total Liabilities | $2K |
| Net Assets | $544K |
| Operating Margin | -2.9% |
| Debt-to-Asset Ratio | 0.3% |
| Months of Reserves | 35.6 months |
Financial Health Grade: B
In 2023, A G Burnham Charitable Fund Inc reported a deficit of $5K with expenses exceeding revenue, holds 35.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.3% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), A G Burnham Charitable Fund Inc's revenue has grown at a compound annual growth rate (CAGR) of 17.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +1.3% | -22.4% | -0.9% |
| 2022 | -28.7% | -43.0% | -10.4% |
| 2021 | +113.3% | +67.0% | -21.5% |
| 2020 | +50.4% | +17.7% | -14.7% |
| 2019 | -39.6% | +39.8% | +9.9% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1992 |
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 A G Burnham Charitable Fund Inc with a Mission Score of 75 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, A G Burnham Charitable Fund 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 deficit of $5K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.3%.
Executive Compensation Analysis
Executive compensation has consistently been reported as 0% across all available filings, indicating that no officers receive salaries from the organization, which is a positive sign for a small charitable fund.
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 A G Burnham Charitable Fund Inc's IRS 990 filings:
- Consistent deficit spending (expenses exceeding revenue) over the past decade, leading to asset depletion.
- Significant decline in total assets from $927,184 in 2011 to $545,649 in 2023.
Strengths
The following positive indicators were identified for A G Burnham Charitable Fund Inc:
- Zero officer compensation reported across all filings, indicating efficient use of funds for leadership.
- Consistent filing of IRS 990 forms, demonstrating regulatory compliance and transparency.
- Low liabilities, consistently reported as $1 or $0 for most periods, indicating good financial management of debt.
Frequently Asked Questions about A G Burnham Charitable Fund Inc
Is A G Burnham Charitable Fund Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, A G Burnham Charitable Fund Inc (EIN: 133629337) some concerns. Mission Score: 75/100. 2 red flags identified, 3 strengths noted.
How does A G Burnham Charitable Fund Inc spend its money?
A G Burnham Charitable Fund Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to A G Burnham Charitable Fund Inc tax-deductible?
A G Burnham Charitable Fund Inc is registered as a tax-exempt nonprofit (EIN: 133629337). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is A G Burnham Charitable Fund Inc located?
A G Burnham Charitable Fund Inc is headquartered in Vinton, Iowa and files with the IRS under EIN 133629337.
How many years of IRS 990 filings does A G Burnham Charitable Fund Inc have?
A G Burnham Charitable Fund Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $392K in total revenue.
Is A G Burnham Charitable Fund Inc financially sustainable in the long term?
The organization has consistently spent more than its revenue for most of the past decade, leading to a significant reduction in its asset base from $927,184 in 2011 to $545,649 in 2023. While this may be its intended purpose as a fund distributing assets, continued spending exceeding revenue will eventually deplete its principal.
What is the primary purpose of A G Burnham Charitable Fund Inc?
Based on the financial data, it operates as a charitable fund, likely making grants or distributions. The consistent spending exceeding revenue suggests it's primarily focused on distributing its assets for charitable purposes rather than accumulating wealth.
How does the organization manage its administrative costs?
Without a detailed breakdown of expenses beyond total expenses, it's challenging to precisely determine administrative costs. However, the absence of officer compensation suggests a lean operational structure, implying administrative costs are likely low relative to total expenses, especially given its small size.
Filing History
IRS 990 filing history for A G Burnham Charitable Fund Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), A G Burnham Charitable Fund Inc's revenue has grown by 616.7%, moving from $25K to $179K. Total assets decreased by 41.1% over the same period, from $927K to $546K. Total functional expenses rose by 56.3%, from $118K to $184K. In its most recent filing year (2023), A G Burnham Charitable Fund Inc reported a deficit of $5K, with expenses exceeding revenue. The organization holds $2K in liabilities against $546K in assets (debt-to-asset ratio: 0.3%), resulting in net assets of $544K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $179K | $184K | $546K | $2K | — | View 990 |
| 2022 | $177K | $237K | $551K | $2K | — | View 990 |
| 2021 | $248K | $416K | $615K | $1 | — | View 990 |
| 2020 | $116K | $249K | $784K | $1 | — | View 990 |
| 2019 | $77K | $212K | $918K | $576 | — | View 990 |
| 2015 | $128K | $151K | $836K | $1 | — | View 990 |
| 2014 | $292K | $242K | $861K | $1 | — | View 990 |
| 2013 | $73K | $140K | $813K | $1 | — | View 990 |
| 2012 | $86K | $131K | $881K | $1 | — | View 990 |
| 2011 | $25K | $118K | $927K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $179K, expenses of $184K, and assets of $546K (revenue +1.3% year-over-year).
- 2022: Revenue of $177K, expenses of $237K, and assets of $551K (revenue -28.7% year-over-year).
- 2021: Revenue of $248K, expenses of $416K, and assets of $615K (revenue +113.3% year-over-year).
- 2020: Revenue of $116K, expenses of $249K, and assets of $784K (revenue +50.4% year-over-year).
- 2019: Revenue of $77K, expenses of $212K, and assets of $918K (revenue -39.6% year-over-year).
- 2015: Revenue of $128K, expenses of $151K, and assets of $836K (revenue -56.2% year-over-year).
- 2014: Revenue of $292K, expenses of $242K, and assets of $861K (revenue +301.6% year-over-year).
- 2013: Revenue of $73K, expenses of $140K, and assets of $813K (revenue -15.1% year-over-year).
- 2012: Revenue of $86K, expenses of $131K, and assets of $881K (revenue +243.2% year-over-year).
- 2011: Revenue of $25K, expenses of $118K, and assets of $927K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for A G Burnham Charitable Fund Inc:
Data Sources and Methodology
This transparency report for A G Burnham Charitable Fund 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.