Barry L & Jan R Zubrow Foundation
Barry L & Jan R Zubrow Foundation consistently spends more than it earns, drawing down assets.
EIN: 133532026 · West Palm Bch, FL · Updated: 2026-03-28
Is Barry L & Jan R Zubrow Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Barry L & Jan R Zubrow Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Barry L & Jan R Zubrow Foundation
Barry L & Jan R Zubrow Foundation (EIN: 133532026) is a nonprofit organization based in West Palm Bch, FL. The organization reported total revenue of $1.1M and total assets of $833K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Barry L & Jan R Zubrow Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Barry L & Jan R Zubrow Foundation is a mid-size nonprofit that has been operating for 36 years, with 11 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $762K |
| Total Expenses | $1.0M |
| Surplus / Deficit | $-238,210 |
| Total Assets | $871K |
| Total Liabilities | $75K |
| Net Assets | $796K |
| Operating Margin | -31.2% |
| Debt-to-Asset Ratio | 8.6% |
| Months of Reserves | 10.4 months |
Financial Health Grade: B
In 2023, Barry L & Jan R Zubrow Foundation reported a deficit of $238K with expenses exceeding revenue, holds 10.4 months of operating reserves (strong position), has a debt-to-asset ratio of 8.6% (very low leverage).
Financial Trends
Over 11 years of filings (2011–2023), Barry L & Jan R Zubrow Foundation's revenue has grown at a compound annual growth rate (CAGR) of 6.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -1.8% | +6.1% | -15.8% |
| 2022 | +74.7% | +13.4% | -27.4% |
| 2021 | +46.8% | -33.2% | -21.4% |
| 2020 | -21.6% | +36.1% | -34.2% |
| 2019 | -55.0% | -45.4% | -27.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1990 |
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 Barry L & Jan R Zubrow Foundation with a Mission Score of 70 out of 100 (Good). 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, Barry L & Jan R Zubrow Foundation 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 (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $238K, with expenses exceeding revenue.
- Debt-to-asset ratio: 8.6%.
Executive Compensation Analysis
The foundation consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to its officers, which is highly efficient for administrative costs.
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 Barry L & Jan R Zubrow Foundation's IRS 990 filings:
- Consistent deficit spending, with expenses exceeding revenue in most recent years (e.g., 2023, 2022, 2021, 2020, 2019, 2017).
- Significant decline in assets from $4,769,219 in 2015 to $870,808 in 2023, indicating a draw-down on capital.
- Lack of detailed expense breakdown (program, admin, fundraising) in the provided data makes a full efficiency assessment difficult.
- Unknown NTEE code, which limits understanding of the organization's specific mission and impact area.
Strengths
The following positive indicators were identified for Barry L & Jan R Zubrow Foundation:
- 0% officer compensation reported across all filings, indicating very low executive overhead.
- Consistent grantmaking activity, even while drawing down assets, suggesting continued charitable distributions.
- Clear filing history with the IRS, demonstrating transparency in reporting.
Frequently Asked Questions about Barry L & Jan R Zubrow Foundation
Is Barry L & Jan R Zubrow Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Barry L & Jan R Zubrow Foundation (EIN: 133532026) some concerns. Mission Score: 70/100. 4 red flags identified, 3 strengths noted.
How does Barry L & Jan R Zubrow Foundation spend its money?
Barry L & Jan R Zubrow Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Barry L & Jan R Zubrow Foundation tax-deductible?
Barry L & Jan R Zubrow Foundation is registered as a tax-exempt nonprofit (EIN: 133532026). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is the Barry L & Jan R Zubrow Foundation financially sustainable given its consistent deficit spending?
The foundation has consistently spent more than its revenue in recent years (e.g., $1,000,560 expenses vs. $762,350 revenue in 2023), leading to a significant decline in assets from $4,769,219 in 2015 to $870,808 in 2023. This trend suggests a limited operational runway if current spending patterns continue without substantial new revenue.
What is the primary purpose of the Barry L & Jan R Zubrow Foundation?
Based on the available IRS 990 data, the foundation appears to be a private grantmaking foundation. However, without an NTEE code or specific program expense details, the exact nature of its charitable activities or beneficiaries is not explicitly stated in the provided data.
How does the foundation manage its administrative costs?
The foundation reports 0% officer compensation in all available filings, indicating very low, if any, direct executive salary costs. This suggests a highly efficient approach to administrative overhead related to leadership compensation.
Filing History
IRS 990 filing history for Barry L & Jan R Zubrow Foundation showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2011–2023), Barry L & Jan R Zubrow Foundation's revenue has grown by 101.7%, moving from $378K to $762K. Total assets decreased by 72% over the same period, from $3.1M to $871K. Total functional expenses fell by 47.5%, from $1.9M to $1.0M. In its most recent filing year (2023), Barry L & Jan R Zubrow Foundation reported a deficit of $238K, with expenses exceeding revenue. The organization holds $75K in liabilities against $871K in assets (debt-to-asset ratio: 8.6%), resulting in net assets of $796K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $762K | $1.0M | $871K | $75K | — | View 990 |
| 2022 | $776K | $943K | $1.0M | $1 | — | View 990 |
| 2021 | $444K | $831K | $1.4M | $1 | — | View 990 |
| 2020 | $303K | $1.2M | $1.8M | $1 | — | — |
| 2019 | $386K | $913K | $2.8M | $1 | — | View 990 |
| 2017 | $858K | $1.7M | $3.8M | $0 | — | View 990 |
| 2015 | $4.1M | $1.0M | $4.8M | $0 | — | View 990 |
| 2014 | $1.8M | $354K | $2.8M | $0 | — | View 990 |
| 2013 | $2.2M | $884K | $2.6M | $0 | — | View 990 |
| 2012 | $177K | $292K | $3.0M | $0 | — | View 990 |
| 2011 | $378K | $1.9M | $3.1M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $762K, expenses of $1.0M, and assets of $871K (revenue -1.8% year-over-year).
- 2022: Revenue of $776K, expenses of $943K, and assets of $1.0M (revenue +74.7% year-over-year).
- 2021: Revenue of $444K, expenses of $831K, and assets of $1.4M (revenue +46.8% year-over-year).
- 2020: Revenue of $303K, expenses of $1.2M, and assets of $1.8M (revenue -21.6% year-over-year).
- 2019: Revenue of $386K, expenses of $913K, and assets of $2.8M (revenue -55.0% year-over-year).
- 2017: Revenue of $858K, expenses of $1.7M, and assets of $3.8M (revenue -79.2% year-over-year).
- 2015: Revenue of $4.1M, expenses of $1.0M, and assets of $4.8M (revenue +134.4% year-over-year).
- 2014: Revenue of $1.8M, expenses of $354K, and assets of $2.8M (revenue -18.6% year-over-year).
- 2013: Revenue of $2.2M, expenses of $884K, and assets of $2.6M (revenue +1117.2% year-over-year).
- 2012: Revenue of $177K, expenses of $292K, and assets of $3.0M (revenue -53.2% year-over-year).
- 2011: Revenue of $378K, expenses of $1.9M, and assets of $3.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Barry L & Jan R Zubrow Foundation:
Data Sources and Methodology
This transparency report for Barry L & Jan R Zubrow 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.