Aldermere Foundation

Aldermere Foundation maintains strong asset base with minimal liabilities and no reported officer compensation.

EIN: 16059906 · Portland, ME · Updated: 2026-03-28

$677KRevenue
$5.1MAssets
85/100Mission Score (Excellent)
Aldermere Foundation Financial Summary
MetricValue
Total Revenue$677K
Total Expenses$407K
Program Spending80%
CEO/Top Officer Pay$5
Net Assets$5.2M
Transparency Score85/100

Is Aldermere Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

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

Aldermere Foundation directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Aldermere Foundation

Aldermere Foundation (EIN: 16059906) is a nonprofit organization based in Portland, ME. The organization reported total revenue of $677K and total assets of $5.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Aldermere Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

48Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Aldermere Foundation is a small nonprofit that has been operating for 48 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -4.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$633K
Total Expenses$407K
Surplus / Deficit+$226K
Total Assets$5.2M
Total Liabilities$1
Net Assets$5.2M
Operating Margin35.7%
Debt-to-Asset Ratio0.0%
Months of Reserves153.0 months

Financial Health Grade: A

In 2023, Aldermere Foundation reported a surplus of $226K with revenue exceeding expenses, holds 153.0 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), Aldermere Foundation's revenue has declined at a compound annual growth rate (CAGR) of -4.1%.

YearRevenue ChangeExpense ChangeAsset Change
2023+72.9%+0.1%+4.5%
2022-13.0%+2.2%-0.8%
2020-110.7%+5.1%-8.4%
2019-25.7%+6.4%+1.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1978

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

AI Transparency Report

The Aldermere Foundation demonstrates consistent financial stability with a healthy asset base, currently at $5,079,342. Over the past decade, the organization has generally maintained positive net revenue, with a notable exception in 2020 where revenue was negative $62,846, likely due to market fluctuations or specific grant cycles. Despite this, expenses have remained relatively stable, indicating prudent financial management. The foundation's liabilities have consistently been minimal, often reported as $1, which is a strong indicator of low financial risk and good fiscal health. The absence of reported officer compensation across all filings suggests either a volunteer-led executive team or that compensation is covered by another entity, which enhances the perception of efficiency and dedication to mission. Spending efficiency appears strong, as evidenced by the consistent surplus of revenue over expenses in most years. For instance, in 2023, revenue was $632,503 against expenses of $406,819, resulting in a significant surplus. This surplus contributes to the growth and stability of its asset base, allowing for long-term program sustainability. The lack of detailed functional expense breakdowns in the provided data makes a precise assessment of program versus administrative spending challenging, but the overall financial health suggests resources are managed effectively. Transparency is generally good given the consistent filing of IRS Form 990s over a decade. The consistent reporting of zero officer compensation is a transparent disclosure, even if it raises questions about how executive leadership is compensated if not directly by the foundation. The minimal liabilities further contribute to a clear financial picture. To further enhance transparency, a more detailed breakdown of program activities and their associated costs would be beneficial, especially given the substantial asset base.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Aldermere Foundation 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: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, Aldermere Foundation allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% 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:

$633KTotal Revenue
$407KTotal Expenses
$5.2MTotal Assets
$1Total Liabilities
$5.2MNet Assets
  • The organization reported a surplus of $226K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The Aldermere Foundation consistently reports 0% officer compensation across all available filings, indicating that executive leadership is either entirely volunteer-based or compensated through an unstated mechanism, which is highly unusual for an organization with over $5 million in 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 Aldermere Foundation's IRS 990 filings:

  • Unclear executive compensation structure despite substantial assets
  • Lack of detailed functional expense breakdown (programs vs. admin vs. fundraising) in provided data

Strengths

The following positive indicators were identified for Aldermere Foundation:

  • Strong and growing asset base ($5,079,342 current assets)
  • Minimal liabilities ($1 consistently reported)
  • Consistent financial surpluses in most years (e.g., $632,503 revenue vs. $406,819 expenses in 2023)
  • No reported officer compensation, indicating high efficiency or volunteer leadership
  • Consistent IRS 990 filing history over a decade

Frequently Asked Questions about Aldermere Foundation

Is Aldermere Foundation a legitimate charity?

Aldermere Foundation (EIN: 16059906) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $677K. 2 red flags identified. 5 strengths noted. Financial health grade: A.

How does Aldermere Foundation spend its money?

Aldermere Foundation directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Aldermere Foundation tax-deductible?

Aldermere Foundation is registered as a tax-exempt nonprofit (EIN: 16059906). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Aldermere Foundation CEO make?

Aldermere Foundation's highest-compensated officer earns $5 annually. The organization reported $677K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Aldermere Foundation's spending goes to programs?

Aldermere Foundation directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Aldermere Foundation located?

Aldermere Foundation is headquartered in Portland, Maine and files with the IRS under EIN 16059906.

How many years of IRS 990 filings does Aldermere Foundation have?

Aldermere Foundation 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 $677K in total revenue.

Is Aldermere Foundation a good charity?

Based on its strong financial health, consistent asset growth, minimal liabilities, and consistent IRS 990 filings, Aldermere Foundation appears to be a well-managed organization. The absence of officer compensation is a notable positive for efficiency, though it warrants further inquiry into executive structure.

How does Aldermere Foundation manage its executive leadership without compensation?

The filings consistently show 0% officer compensation, suggesting that executive roles might be filled by volunteers, or compensation is provided by an affiliated entity not reflected in these specific filings. This is an area for potential further investigation to understand the operational model.

What caused the negative revenue in 2020?

The negative revenue of $-62,846 in 2020 could be attributed to various factors such as significant investment losses, a return of grants, or a substantial decrease in donations during that specific period. Without more detailed financial statements, the exact cause cannot be determined from the provided data.

How does the foundation ensure its long-term sustainability?

The foundation's consistent generation of surpluses (e.g., $632,503 revenue vs. $406,819 expenses in 2023) and its growing asset base, currently over $5 million, indicate a strong focus on building reserves and ensuring long-term financial sustainability.

Filing History

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

Over 10 years of IRS 990 filings (2011–2023), Aldermere Foundation's revenue has declined by 39.2%, moving from $1.0M to $633K. Total assets increased by 10% over the same period, from $4.7M to $5.2M. Total functional expenses rose by 69.2%, from $240K to $407K. In its most recent filing year (2023), Aldermere Foundation reported a surplus of $226K, with revenue exceeding expenses. The organization holds $1 in liabilities against $5.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $5.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $633K $407K $5.2M $1 View 990
2022 $366K $406K $5.0M $1 View 990
2021 $420K $398K $5.0M $1
2020 $-62,846 $394K $5.0M $1
2019 $588K $375K $5.4M $1 View 990
2015 $791K $352K $5.3M $1 View 990
2014 $620K $344K $4.9M $1 View 990
2013 $422K $311K $4.6M $1 View 990
2012 $121K $303K $4.5M $1 View 990
2011 $1.0M $240K $4.7M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $633K, expenses of $407K, and assets of $5.2M (revenue +72.9% year-over-year).
  • 2022: Revenue of $366K, expenses of $406K, and assets of $5.0M (revenue -13.0% year-over-year).
  • 2021: Revenue of $420K, expenses of $398K, and assets of $5.0M.
  • 2020: Revenue of $-62,846, expenses of $394K, and assets of $5.0M (revenue -110.7% year-over-year).
  • 2019: Revenue of $588K, expenses of $375K, and assets of $5.4M (revenue -25.7% year-over-year).
  • 2015: Revenue of $791K, expenses of $352K, and assets of $5.3M (revenue +27.5% year-over-year).
  • 2014: Revenue of $620K, expenses of $344K, and assets of $4.9M (revenue +46.8% year-over-year).
  • 2013: Revenue of $422K, expenses of $311K, and assets of $4.6M (revenue +249.6% year-over-year).
  • 2012: Revenue of $121K, expenses of $303K, and assets of $4.5M (revenue -88.4% year-over-year).
  • 2011: Revenue of $1.0M, expenses of $240K, and assets of $4.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Aldermere Foundation:

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 Aldermere Foundation 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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