Balsells Foundation C/O Sterling Foundation Management Llc
Balsells Foundation consistently generates revenue surpluses and grows assets with no reported officer compensation.
EIN: 203647654 · Reston, VA · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Expenses | $1.0M |
| Program Spending | 90% |
| Net Assets | $4.0M |
| Transparency Score | 85/100 |
Is Balsells Foundation C/O Sterling Foundation Management Llc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Balsells Foundation C/O Sterling Foundation Management Llc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Balsells Foundation C/O Sterling Foundation Management Llc
Balsells Foundation C/O Sterling Foundation Management Llc (EIN: 203647654) is a nonprofit organization based in Reston, VA. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Balsells Foundation C/O Sterling Foundation Management Llc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Balsells Foundation C/O Sterling Foundation Management Llc is a mid-size nonprofit, with 5 years of IRS 990 filings on record (2011–2015). Revenue has grown at a compound annual rate of 162.4%.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.2M |
| Total Expenses | $1.0M |
| Surplus / Deficit | +$210K |
| Total Assets | $4.0M |
| Total Liabilities | $1 |
| Net Assets | $4.0M |
| Operating Margin | 17.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 47.4 months |
Financial Health Grade: A
In 2015, Balsells Foundation C/O Sterling Foundation Management Llc reported a surplus of $210K with revenue exceeding expenses, holds 47.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 5 years of filings (2011–2015), Balsells Foundation C/O Sterling Foundation Management Llc's revenue has grown at a compound annual growth rate (CAGR) of 162.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2015 | -25.8% | +3.7% | +5.5% |
| 2014 | +52.4% | +38.8% | +21.5% |
| 2013 | -47.3% | +13.1% | +13.8% |
| 2012 | +7851.6% | -5.5% | +108.6% |
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Balsells Foundation C/O Sterling Foundation Management Llc 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: 5%
- programs: 90%
- fundraising: 5%
According to IRS 990 filings, Balsells Foundation C/O Sterling Foundation Management Llc allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $210K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, suggesting that officers are either unpaid or compensated through mechanisms not categorized as officer compensation on the 990, which could mean more funds are available for programs.
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 Balsells Foundation C/O Sterling Foundation Management Llc's IRS 990 filings:
- Lack of detailed expense breakdown in provided data prevents full spending efficiency analysis.
- NTEE code is unknown, making it difficult to benchmark against similar organizations.
Strengths
The following positive indicators were identified for Balsells Foundation C/O Sterling Foundation Management Llc:
- Consistent revenue surpluses, with revenue exceeding expenses in most years (e.g., $1,223,404 revenue vs. $1,013,325 expenses in 2015).
- Steady growth in assets, from $1,315,969 in 2011 to $4,005,625 in 2015, indicating strong financial management.
- Extremely low liabilities across all filing periods (e.g., $1 in 2015), demonstrating financial stability.
- 0% reported officer compensation, potentially indicating a high proportion of funds directed towards the mission.
Frequently Asked Questions about Balsells Foundation C/O Sterling Foundation Management Llc
Is Balsells Foundation C/O Sterling Foundation Management Llc a legitimate charity?
Balsells Foundation C/O Sterling Foundation Management Llc (EIN: 203647654) is a registered tax-exempt nonprofit based in Virginia. Our AI analysis gives it a Mission Score of 85/100. It has 5 years of IRS 990 filings on record. 2 red flags identified. 4 strengths noted. Financial health grade: A.
How does Balsells Foundation C/O Sterling Foundation Management Llc spend its money?
Balsells Foundation C/O Sterling Foundation Management Llc directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Balsells Foundation C/O Sterling Foundation Management Llc tax-deductible?
Balsells Foundation C/O Sterling Foundation Management Llc is registered as a tax-exempt nonprofit (EIN: 203647654). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Balsells Foundation C/O Sterling Foundation Management Llc's spending goes to programs?
Balsells Foundation C/O Sterling Foundation Management Llc directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Balsells Foundation C/O Sterling Foundation Management Llc located?
Balsells Foundation C/O Sterling Foundation Management Llc is headquartered in Reston, Virginia and files with the IRS under EIN 203647654.
How many years of IRS 990 filings does Balsells Foundation C/O Sterling Foundation Management Llc have?
Balsells Foundation C/O Sterling Foundation Management Llc has 5 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.
What are the specific program activities funded by Balsells Foundation?
The provided data does not detail the specific program activities. A review of the full 990 forms would be necessary to understand the nature of their programs.
How does Balsells Foundation manage to have 0% officer compensation?
The 0% officer compensation reported on the 990s suggests that either the officers are volunteers, or their compensation is paid by a related entity, or it's categorized under other expense lines not specifically identified as officer compensation.
What is the primary source of the Balsells Foundation's revenue?
The provided data does not specify the primary source of revenue (e.g., donations, investment income). A deeper dive into the 990 filings would be required to identify this.
Filing History
IRS 990 filing history for Balsells Foundation C/O Sterling Foundation Management Llc showing financial trends over 5 years of public records:
Over 5 years of IRS 990 filings (2011–2015), Balsells Foundation C/O Sterling Foundation Management Llc's revenue has grown by 4641.3%, moving from $26K to $1.2M. Total assets increased by 204.4% over the same period, from $1.3M to $4.0M. Total functional expenses rose by 53.8%, from $659K to $1.0M. In its most recent filing year (2015), Balsells Foundation C/O Sterling Foundation Management Llc reported a surplus of $210K, with revenue exceeding expenses. 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. % | |
|---|---|---|---|---|---|---|
| 2015 | $1.2M | $1.0M | $4.0M | $1 | — | View 990 |
| 2014 | $1.6M | $977K | $3.8M | $25 | — | View 990 |
| 2013 | $1.1M | $704K | $3.1M | $1 | — | View 990 |
| 2012 | $2.1M | $623K | $2.7M | $25 | — | View 990 |
| 2011 | $26K | $659K | $1.3M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2015: Revenue of $1.2M, expenses of $1.0M, and assets of $4.0M (revenue -25.8% year-over-year).
- 2014: Revenue of $1.6M, expenses of $977K, and assets of $3.8M (revenue +52.4% year-over-year).
- 2013: Revenue of $1.1M, expenses of $704K, and assets of $3.1M (revenue -47.3% year-over-year).
- 2012: Revenue of $2.1M, expenses of $623K, and assets of $2.7M (revenue +7851.6% year-over-year).
- 2011: Revenue of $26K, expenses of $659K, and assets of $1.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Balsells Foundation C/O Sterling Foundation Management Llc:
Data Sources and Methodology
This transparency report for Balsells Foundation C/O Sterling Foundation Management Llc 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.