Acquavella Family Foundation Tr

Acquavella Family Foundation Tr shows strong asset growth and zero officer compensation, indicating efficient philanthropic operations.

EIN: 137140356 · New York, NY · NTEE: T20 · Updated: 2026-03-28

$4.8MRevenue
$12.0MAssets
95/100Mission Score (Excellent)
T20
Acquavella Family Foundation Tr Financial Summary
MetricValue
Total Revenue$4.8M
Total Expenses$1.3M
Program Spending95%
Net Assets$12.3M
Transparency Score95/100

Is Acquavella Family Foundation Tr Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Acquavella Family Foundation Tr directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Acquavella Family Foundation Tr

Acquavella Family Foundation Tr (EIN: 137140356) is a nonprofit organization based in New York, NY, classified under NTEE code T20. The organization reported total revenue of $4.8M and total assets of $12.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Acquavella Family Foundation Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

27Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Acquavella Family Foundation Tr is a mid-size nonprofit that has been operating for 27 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 23.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$8.1M
Total Expenses$1.3M
Surplus / Deficit+$6.8M
Total Assets$12.3M
Total Liabilities$1
Net Assets$12.3M
Operating Margin83.8%
Debt-to-Asset Ratio0.0%
Months of Reserves112.0 months

Financial Health Grade: A

In 2023, Acquavella Family Foundation Tr reported a surplus of $6.8M with revenue exceeding expenses, holds 112.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Acquavella Family Foundation Tr's revenue has grown at a compound annual growth rate (CAGR) of 23.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023+3224.5%-5.9%+124.4%
2022-72.2%-3.0%-17.3%
2021+463.4%-29.2%-7.9%
2020-63.7%+23.3%-20.7%
2019-72.8%+194.7%+114.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1999

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Acquavella Family Foundation Tr demonstrates strong financial health, particularly in its asset growth and program spending. In the latest filing period (202312), the foundation reported substantial revenue of $8,124,745 against expenses of $1,314,349, leading to a significant increase in assets to $12,261,977. This indicates a robust capacity to fund its charitable activities. The foundation consistently reports 0% officer compensation across all available filings, which is a strong indicator of efficient use of funds and a commitment to directing resources towards its mission rather than administrative overhead. The foundation's spending efficiency is commendable, with a very high proportion of expenses likely directed towards programs, given the absence of officer compensation and typically low administrative costs for foundations of this type. While specific program spending percentages are not explicitly detailed in the provided summary, the overall expense levels relative to revenue suggest a lean operational structure. The consistent growth in assets over the years, from $2,726,342 in 2011 to over $12 million in 2023, further solidifies its long-term financial stability and capacity for impact. Transparency is high, as evidenced by the consistent filing of IRS Form 990s and the clear reporting of key financial metrics. The lack of liabilities across most periods (often reported as $1 or $0) also points to sound financial management and minimal debt burden. The foundation's operational model appears to prioritize direct charitable giving and asset growth to sustain its philanthropic endeavors.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Acquavella Family Foundation Tr with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 95%
  • fundraising: 0%

According to IRS 990 filings, Acquavella Family Foundation Tr allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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:

$8.1MTotal Revenue
$1.3MTotal Expenses
$12.3MTotal Assets
$1Total Liabilities
$12.3MNet Assets
  • The organization reported a surplus of $6.8M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no officers receive salaries from the foundation. This is highly favorable, as it means all operational expenses are directed towards the foundation's mission and administrative needs, rather than executive salaries.

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.

Strengths

The following positive indicators were identified for Acquavella Family Foundation Tr:

  • Consistent 0% officer compensation across all filings, indicating high efficiency.
  • Significant asset growth from $2.7 million in 2011 to over $12 million in 2023, demonstrating strong financial management.
  • Low liabilities, often reported as $1 or $0, indicating sound financial health and minimal debt.
  • Substantial revenue in the latest period ($8,124,745 in 202312) relative to expenses ($1,314,349), allowing for significant program funding and asset building.
  • Consistent filing of IRS 990s, indicating good transparency.

Frequently Asked Questions about Acquavella Family Foundation Tr

Is Acquavella Family Foundation Tr a legitimate charity?

Acquavella Family Foundation Tr (EIN: 137140356) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $4.8M. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Acquavella Family Foundation Tr spend its money?

Acquavella Family Foundation Tr directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Acquavella Family Foundation Tr tax-deductible?

Acquavella Family Foundation Tr is registered as a tax-exempt nonprofit (EIN: 137140356). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Acquavella Family Foundation Tr compare to similar nonprofits?

With a transparency score of 95/100 (Excellent), Acquavella Family Foundation Tr is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Acquavella Family Foundation Tr located?

Acquavella Family Foundation Tr is headquartered in New York, New York and files with the IRS under EIN 137140356. It is classified under NTEE code T20.

How many years of IRS 990 filings does Acquavella Family Foundation Tr have?

Acquavella Family Foundation Tr 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 $4.8M in total revenue.

Is Acquavella Family Foundation Tr a good charity?

Based on the provided data, Acquavella Family Foundation Tr appears to be a very good charity. It demonstrates strong financial health, significant asset growth, and a commitment to directing funds towards its mission by reporting 0% officer compensation.

How has the foundation's financial health changed over time?

The foundation's financial health has significantly improved over time. Assets have grown from $2,726,342 in 2011 to $12,261,977 in 2023, and revenue has shown substantial increases, particularly in the latest period (202312) at $8,124,745.

What is the foundation's approach to executive compensation?

The foundation's approach to executive compensation is to pay none, as indicated by 0% officer compensation in all available IRS 990 filings. This is a strong positive for efficiency and mission focus.

Filing History

IRS 990 filing history for Acquavella Family Foundation Tr showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Acquavella Family Foundation Tr's revenue has grown by 1123.9%, moving from $664K to $8.1M. Total assets increased by 349.8% over the same period, from $2.7M to $12.3M. Total functional expenses rose by 49.4%, from $880K to $1.3M. In its most recent filing year (2023), Acquavella Family Foundation Tr reported a surplus of $6.8M, with revenue exceeding expenses. The organization holds $1 in liabilities against $12.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $12.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $8.1M $1.3M $12.3M $1
2022 $244K $1.4M $5.5M $5K View 990
2021 $880K $1.4M $6.6M $1
2020 $156K $2.0M $7.2M $1
2019 $430K $1.7M $9.1M $1
2015 $1.6M $560K $4.2M $1 View 990
2014 $1.3M $873K $3.2M $1 View 990
2013 $991K $769K $2.8M $1 View 990
2012 $751K $894K $2.6M $0 View 990
2011 $664K $880K $2.7M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $8.1M, expenses of $1.3M, and assets of $12.3M (revenue +3224.5% year-over-year).
  • 2022: Revenue of $244K, expenses of $1.4M, and assets of $5.5M (revenue -72.2% year-over-year).
  • 2021: Revenue of $880K, expenses of $1.4M, and assets of $6.6M (revenue +463.4% year-over-year).
  • 2020: Revenue of $156K, expenses of $2.0M, and assets of $7.2M (revenue -63.7% year-over-year).
  • 2019: Revenue of $430K, expenses of $1.7M, and assets of $9.1M (revenue -72.8% year-over-year).
  • 2015: Revenue of $1.6M, expenses of $560K, and assets of $4.2M (revenue +24.7% year-over-year).
  • 2014: Revenue of $1.3M, expenses of $873K, and assets of $3.2M (revenue +27.8% year-over-year).
  • 2013: Revenue of $991K, expenses of $769K, and assets of $2.8M (revenue +32.0% year-over-year).
  • 2012: Revenue of $751K, expenses of $894K, and assets of $2.6M (revenue +13.1% year-over-year).
  • 2011: Revenue of $664K, expenses of $880K, and assets of $2.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Acquavella Family Foundation Tr:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Acquavella Family Foundation Tr 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.

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