Ahn Family Foundation Tr Ua 112497
Ahn Family Foundation consistently spends more than its annual revenue but maintains substantial assets.
EIN: 137127169 · Osterville, MA · NTEE: T22Z · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $998K |
| Total Expenses | $427K |
| Program Spending | 90% |
| Net Assets | $4.0M |
| Transparency Score | 85/100 |
Is Ahn Family Foundation Tr Ua 112497 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Ahn Family Foundation Tr Ua 112497 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Ahn Family Foundation Tr Ua 112497
Ahn Family Foundation Tr Ua 112497 (EIN: 137127169) is a nonprofit organization based in Osterville, MA, classified under NTEE code T22Z. The organization reported total revenue of $998K and total assets of $4.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ahn Family Foundation Tr Ua 112497's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Ahn Family Foundation Tr Ua 112497 is a small nonprofit that has been operating for 28 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 20.2%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $344K |
| Total Expenses | $427K |
| Surplus / Deficit | $-82,958 |
| Total Assets | $4.0M |
| Total Liabilities | $1 |
| Net Assets | $4.0M |
| Operating Margin | -24.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 113.5 months |
Financial Health Grade: B
In 2022, Ahn Family Foundation Tr Ua 112497 reported a deficit of $83K with expenses exceeding revenue, holds 113.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2011–2022), Ahn Family Foundation Tr Ua 112497's revenue has grown at a compound annual growth rate (CAGR) of 20.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | +96.0% | +10.8% | -2.6% |
| 2021 | -35.6% | +19.6% | -5.3% |
| 2020 | +23.1% | -1.6% | -1.2% |
| 2019 | -61.6% | +67.9% | +50.9% |
| 2015 | +37.7% | +18.0% | +15.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1998 |
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 Ahn Family Foundation Tr Ua 112497 with a Mission Score of 85 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: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Ahn Family Foundation Tr Ua 112497 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 (2022)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $83K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is highly favorable for resource allocation.
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 Ahn Family Foundation Tr Ua 112497's IRS 990 filings:
- Consistent negative net income in recent years (e.g., 2022: -$82,958; 2021: -$210,025), indicating reliance on asset drawdowns.
Strengths
The following positive indicators were identified for Ahn Family Foundation Tr Ua 112497:
- Zero officer compensation, maximizing funds for mission-related activities.
- Very low liabilities across all reported periods, indicating strong financial health and minimal debt.
- Substantial asset base ($4,041,690 in 2022) provides long-term stability and capacity for grant-making.
- Consistent IRS 990 filing history, demonstrating good transparency and compliance.
Frequently Asked Questions about Ahn Family Foundation Tr Ua 112497
Is Ahn Family Foundation Tr Ua 112497 a legitimate charity?
Based on AI analysis of IRS 990 filings, Ahn Family Foundation Tr Ua 112497 (EIN: 137127169) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.
How does Ahn Family Foundation Tr Ua 112497 spend its money?
Ahn Family Foundation Tr Ua 112497 directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Ahn Family Foundation Tr Ua 112497 tax-deductible?
Ahn Family Foundation Tr Ua 112497 is registered as a tax-exempt nonprofit (EIN: 137127169). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Ahn Family Foundation Tr Ua 112497 compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Ahn Family Foundation Tr Ua 112497 is above average for NTEE category T22Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Ahn Family Foundation Tr Ua 112497 located?
Ahn Family Foundation Tr Ua 112497 is headquartered in Osterville, Massachusetts and files with the IRS under EIN 137127169. It is classified under NTEE code T22Z.
How many years of IRS 990 filings does Ahn Family Foundation Tr Ua 112497 have?
Ahn Family Foundation Tr Ua 112497 has 9 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 $998K in total revenue.
Is Ahn Family Foundation Tr Ua 112497 a good charity?
As a private foundation, its 'goodness' is typically measured by its grant-making impact. Financially, it demonstrates stability with substantial assets ($4,041,690 in 2022) and no executive compensation, which are strong positive indicators.
How does the foundation manage its finances given expenses often exceed revenue?
The foundation appears to operate from its substantial asset base, drawing down on its endowment or investment returns to cover expenses when annual revenues (likely investment income) are insufficient, as seen in 2022 where expenses ($427,408) exceeded revenue ($344,450).
What is the trend in the foundation's assets?
The foundation's assets have fluctuated but remained robust, decreasing from $4,432,801 in 2019 to $4,041,690 in 2022, but still significantly higher than its 2011 level of $2,169,972.
Filing History
IRS 990 filing history for Ahn Family Foundation Tr Ua 112497 showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2022), Ahn Family Foundation Tr Ua 112497's revenue has grown by 656.6%, moving from $46K to $344K. Total assets increased by 86.3% over the same period, from $2.2M to $4.0M. Total functional expenses rose by 189.5%, from $148K to $427K. In its most recent filing year (2022), Ahn Family Foundation Tr Ua 112497 reported a deficit of $83K, with expenses exceeding revenue. The organization holds $1 in liabilities against $4.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $344K | $427K | $4.0M | $1 | — | View 990 |
| 2021 | $176K | $386K | $4.1M | $1 | — | View 990 |
| 2020 | $273K | $323K | $4.4M | $6K | — | — |
| 2019 | $222K | $328K | $4.4M | $8K | — | View 990 |
| 2015 | $578K | $195K | $2.9M | $7K | — | View 990 |
| 2014 | $419K | $165K | $2.6M | $3K | — | View 990 |
| 2013 | $341K | $151K | $2.3M | $1 | — | View 990 |
| 2012 | $85K | $150K | $2.1M | $1 | — | View 990 |
| 2011 | $46K | $148K | $2.2M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2022: Revenue of $344K, expenses of $427K, and assets of $4.0M (revenue +96.0% year-over-year).
- 2021: Revenue of $176K, expenses of $386K, and assets of $4.1M (revenue -35.6% year-over-year).
- 2020: Revenue of $273K, expenses of $323K, and assets of $4.4M (revenue +23.1% year-over-year).
- 2019: Revenue of $222K, expenses of $328K, and assets of $4.4M (revenue -61.6% year-over-year).
- 2015: Revenue of $578K, expenses of $195K, and assets of $2.9M (revenue +37.7% year-over-year).
- 2014: Revenue of $419K, expenses of $165K, and assets of $2.6M (revenue +22.8% year-over-year).
- 2013: Revenue of $341K, expenses of $151K, and assets of $2.3M (revenue +300.0% year-over-year).
- 2012: Revenue of $85K, expenses of $150K, and assets of $2.1M (revenue +87.5% year-over-year).
- 2011: Revenue of $46K, expenses of $148K, and assets of $2.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Ahn Family Foundation Tr Ua 112497:
Data Sources and Methodology
This transparency report for Ahn Family Foundation Tr Ua 112497 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.