Barbara Cassidy Foundation

Barbara Cassidy Foundation consistently operates at a deficit, with declining assets and increasing liabilities over the past decade.

EIN: 16162463 · Biddeford, ME · NTEE: T22 · Updated: 2026-03-28

$5.0MRevenue
$4.2MAssets
45/100Mission Score (Fair)
T22
Barbara Cassidy Foundation Financial Summary
MetricValue
Total Revenue$5.0M
Total Expenses$272K
Program Spending75%
Net Assets$1.8M
Transparency Score45/100

Is Barbara Cassidy Foundation Legit?

Significant Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
ModerateTransparency
5 FoundRed Flags

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

Barbara Cassidy Foundation directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Barbara Cassidy Foundation

Barbara Cassidy Foundation (EIN: 16162463) is a nonprofit organization based in Biddeford, ME, classified under NTEE code T22. The organization reported total revenue of $5.0M and total assets of $4.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Barbara Cassidy Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

17Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Barbara Cassidy Foundation is a mid-size nonprofit that has been operating for 17 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$126K
Total Expenses$272K
Surplus / Deficit$-145,775
Total Assets$1.8M
Total Liabilities$1K
Net Assets$1.8M
Operating Margin-115.8%
Debt-to-Asset Ratio0.1%
Months of Reserves78.4 months

Financial Health Grade: B

In 2023, Barbara Cassidy Foundation reported a deficit of $146K with expenses exceeding revenue, holds 78.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Barbara Cassidy Foundation's revenue has grown at a compound annual growth rate (CAGR) of 4.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023+52.5%+0.1%-7.9%
2022-76.2%+9.8%-9.0%
2021+136.4%+16.0%+5.1%
2020+36.1%+5.2%-3.2%
2019+73.4%+13.2%+3.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2009

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

AI Transparency Report

The Barbara Cassidy Foundation exhibits a concerning financial trend, consistently spending significantly more than it generates in revenue. For instance, in 2023, the organization reported revenue of $125,843 against expenses of $271,618, indicating a substantial deficit. This pattern is not isolated, as similar deficits are observed across multiple years, such as 2022 (revenue $82,546, expenses $271,478) and 2021 (revenue $346,166, expenses $247,183). While the latest reported revenue of $5,030,493 is significantly higher than previous years, this figure appears to be an outlier compared to the historical trend of much lower revenues, suggesting a potential one-time event or a significant change in funding. Without a detailed breakdown of this latest revenue and corresponding expenses, it's difficult to assess if this marks a sustainable turnaround or a temporary boost. The organization's assets have shown a gradual decline over the past decade, from $2,256,048 in 2011 to $1,774,997 in 2023, while liabilities have increased, particularly in 2023 to $1,338, indicating a weakening financial position. The consistent lack of reported officer compensation across all filings suggests either a volunteer-led board or that compensation is reported under other expense categories, which could impact transparency regarding leadership costs. The NTEE code T22 (Private Grantmaking Foundations) suggests its primary activity is grantmaking, and the efficiency of this grantmaking cannot be fully assessed without program spending details. The overall financial health appears precarious given the historical operating deficits and declining asset base, though the most recent revenue figure warrants further investigation.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Barbara Cassidy Foundation with a Mission Score of 45 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Barbara Cassidy Foundation allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% 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:

$126KTotal Revenue
$272KTotal Expenses
$1.8MTotal Assets
$1KTotal Liabilities
$1.8MNet Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, suggesting that leadership roles may be voluntary or compensated through other means not explicitly categorized as officer compensation, which could affect transparency.

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 Barbara Cassidy Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for Barbara Cassidy Foundation:

Frequently Asked Questions about Barbara Cassidy Foundation

Is Barbara Cassidy Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Barbara Cassidy Foundation (EIN: 16162463) significant concerns. Mission Score: 45/100. 5 red flags identified, 1 strength noted.

How does Barbara Cassidy Foundation spend its money?

Barbara Cassidy Foundation directs 75% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Barbara Cassidy Foundation tax-deductible?

Barbara Cassidy Foundation is registered as a tax-exempt nonprofit (EIN: 16162463). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Barbara Cassidy Foundation's spending goes to programs?

Barbara Cassidy Foundation directs 75% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Barbara Cassidy Foundation compare to similar nonprofits?

With a transparency score of 45/100 (Fair), Barbara Cassidy Foundation is near average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Barbara Cassidy Foundation located?

Barbara Cassidy Foundation is headquartered in Biddeford, Maine and files with the IRS under EIN 16162463. It is classified under NTEE code T22.

How many years of IRS 990 filings does Barbara Cassidy Foundation have?

Barbara Cassidy 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 $5.0M in total revenue.

How does the Barbara Cassidy Foundation sustain operations given its consistent historical operating deficits?

The foundation has consistently spent more than its revenue, for example, $271,618 in expenses against $125,843 in revenue in 2023. This suggests it may be drawing down on its asset base or relying on infrequent large contributions, though the asset base has also been declining.

What is the nature of the $5,030,493 latest revenue, and is it a sustainable funding source?

This latest revenue figure is significantly higher than any reported in the past decade, which typically ranged from $60,000 to $350,000. Without further detail, it's unclear if this represents a one-time large donation, an investment gain, or a new, sustainable funding stream.

Why has the organization's asset base declined from over $2.2 million in 2011 to $1.77 million in 2023?

The consistent operating deficits, where expenses frequently exceed revenue, likely contribute to the gradual depletion of the organization's assets over time.

Are there any plans to address the increasing liabilities, which reached $1,338,000 in 2023?

The significant jump in liabilities in 2023, from minimal amounts in prior years, is a major concern. The filings do not provide details on the nature of these liabilities or how the organization plans to manage them.

Filing History

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

Over 10 years of IRS 990 filings (2011–2023), Barbara Cassidy Foundation's revenue has grown by 59.7%, moving from $79K to $126K. Total assets decreased by 21.3% over the same period, from $2.3M to $1.8M. Total functional expenses rose by 95.1%, from $139K to $272K. In its most recent filing year (2023), Barbara Cassidy Foundation reported a deficit of $146K, with expenses exceeding revenue. The organization holds $1K in liabilities against $1.8M in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $1.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $126K $272K $1.8M $1K
2022 $83K $271K $1.9M $5K View 990
2021 $346K $247K $2.1M $3K View 990
2020 $146K $213K $2.0M $492
2019 $108K $202K $2.1M $132 View 990
2015 $62K $179K $2.0M $1 View 990
2014 $140K $167K $2.1M $1 View 990
2013 $61K $155K $2.2M $0 View 990
2012 $151K $151K $2.3M $0 View 990
2011 $79K $139K $2.3M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Barbara Cassidy 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 Barbara Cassidy 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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