Benson Family Foundation

Benson Family Foundation maintains robust assets and zero officer compensation, with fluctuating but generally strong revenue.

EIN: 203039538 · Milwaukee, OR · NTEE: T20 · Updated: 2026-03-28

$865KRevenue
$865KGross Revenue
$13.8MAssets
90/100Mission Score (Excellent)
T20
Benson Family Foundation Financial Summary
MetricValue
Total Revenue$865K
Total Expenses$779K
Program Spending90%
CEO/Top Officer Pay$13
Net Assets$13.8M
Transparency Score90/100

Is Benson Family Foundation Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Benson Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Benson Family Foundation

Benson Family Foundation (EIN: 203039538) is a nonprofit organization based in Milwaukee, OR, classified under NTEE code T20. The organization reported total revenue of $865K and total assets of $13.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Benson Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

23Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Benson Family Foundation is a small nonprofit that has been operating for 23 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.5M
Total Expenses$779K
Surplus / Deficit+$689K
Total Assets$13.8M
Net Assets$13.8M
Operating Margin46.9%
Months of Reserves212.3 months

Financial Health Grade: A

In 2023, Benson Family Foundation reported a surplus of $689K with revenue exceeding expenses, holds 212.3 months of operating reserves (strong position).

Financial Trends

Over 13 years of filings (2011–2023), Benson Family Foundation's revenue has declined at a compound annual growth rate (CAGR) of -0.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023+23.8%+8.7%+5.3%
2022+73.1%-0.5%+3.7%
2021-6.6%+0.5%-1.4%
2020-10.9%-16.0%-1.0%
2019-30.2%-5.4%+0.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2003

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

AI Transparency Report

The Benson Family Foundation demonstrates strong financial health, consistently maintaining substantial assets relative to its annual expenses. In 2023, the foundation reported assets of $13,791,332 against expenses of $779,388, indicating a robust endowment that supports its grant-making activities. The foundation's revenue has fluctuated over the years, with a notable increase to $1,467,895 in 2023, significantly exceeding its expenses for that period. This suggests effective management of its investment portfolio or other income-generating activities. Spending efficiency appears high, as the foundation consistently reports 0% officer compensation across all available filings, indicating that executive leadership is either unpaid or compensated through other means not reported as officer compensation on the 990, which is a positive sign for donor confidence. With no liabilities reported in any of the recent filings, the foundation operates with a very clean balance sheet. The NTEE code T20 typically refers to grantmaking foundations, and without detailed program expense breakdowns, it's assumed the majority of expenses are direct grants. Transparency is generally good given the consistent filing history and clear financial statements showing no liabilities and zero officer compensation. However, a more detailed breakdown of program versus administrative expenses would further enhance transparency, as the provided data only gives total expenses. The consistent growth in assets over the past decade, from $12,077,027 in 2014 to $13,791,332 in 2023, also points to sound financial stewardship.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Benson Family Foundation with a Mission Score of 90 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, Benson Family 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:

$1.5MTotal Revenue
$779KTotal Expenses
$13.8MTotal Assets
$13.8MNet Assets
  • The organization reported a surplus of $689K, with revenue exceeding expenses.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that officers are either uncompensated or compensated through mechanisms not classified as officer compensation on the 990, which is highly favorable for a foundation of its size with over $13 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.

Strengths

The following positive indicators were identified for Benson Family Foundation:

  • Consistently reports 0% officer compensation, indicating high efficiency in leadership costs.
  • Maintains substantial assets ($13,791,332 in 2023) relative to annual expenses, ensuring long-term stability.
  • Reports zero liabilities across all available filings, demonstrating a very healthy balance sheet.
  • Consistent growth in assets over the past decade, from $12.0M in 2014 to $13.7M in 2023.
  • Revenue frequently exceeds expenses, allowing for asset growth and sustained grantmaking capacity.

Frequently Asked Questions about Benson Family Foundation

Is Benson Family Foundation a legitimate charity?

Benson Family Foundation (EIN: 203039538) is a registered tax-exempt nonprofit based in Oregon. Our AI analysis gives it a Mission Score of 90/100. It has 13 years of IRS 990 filings on record. Total revenue: $865K. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Benson Family Foundation spend its money?

Benson Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Benson Family Foundation tax-deductible?

Benson Family Foundation is registered as a tax-exempt nonprofit (EIN: 203039538). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Benson Family Foundation CEO make?

Benson Family Foundation's highest-compensated officer earns $13 annually. The organization reported $865K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Benson Family Foundation compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Benson Family Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Benson Family Foundation located?

Benson Family Foundation is headquartered in Milwaukee, Oregon and files with the IRS under EIN 203039538. It is classified under NTEE code T20.

How many years of IRS 990 filings does Benson Family Foundation have?

Benson Family Foundation has 13 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 $865K in total revenue.

Is Benson Family Foundation a good charity?

Based on the available IRS 990 data, the Benson Family Foundation appears to be a well-managed organization. It maintains substantial assets ($13,791,332 in 2023), consistently reports zero liabilities, and has 0% officer compensation, all of which are strong indicators of financial health and efficient resource allocation. Its primary function as a grantmaking foundation (T20 NTEE code) suggests its expenses are largely direct program support.

What is the primary use of the foundation's expenses?

As a grantmaking foundation (NTEE T20), the primary use of the foundation's expenses, which were $779,388 in 2023, is almost certainly direct grants to other organizations or individuals in line with its mission. Without a detailed breakdown, it's assumed a very high percentage goes to programs, supported by the 0% officer compensation.

How has the foundation's financial health changed over time?

The foundation's financial health has remained strong and stable, with assets growing from $12,077,027 in 2014 to $13,791,332 in 2023. Revenue has fluctuated but generally exceeded expenses, particularly in recent years like 2023 ($1,467,895 revenue vs. $779,388 expenses), indicating consistent growth and sound financial management.

Filing History

IRS 990 filing history for Benson Family Foundation showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Benson Family Foundation's revenue has declined by 8.3%, moving from $1.6M to $1.5M. Total assets increased by 29.9% over the same period, from $10.6M to $13.8M. Total functional expenses rose by 1.8%, from $765K to $779K. In its most recent filing year (2023), Benson Family Foundation reported a surplus of $689K, with revenue exceeding expenses.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.5M $779K $13.8M $0 View 990
2022 $1.2M $717K $13.1M $0 View 990
2021 $685K $721K $12.6M $0 View 990
2020 $734K $717K $12.8M $0 View 990
2019 $824K $853K $12.9M $0 View 990
2018 $1.2M $902K $12.9M $0 View 990
2017 $1.0M $851K $12.4M $0 View 990
2016 $936K $860K $12.2M $0 View 990
2015 $1.4M $833K $12.6M $0 View 990
2014 $1.4M $771K $12.1M $0 View 990
2013 $1.1M $951K $11.5M $0 View 990
2012 $1.3M $747K $11.4M $0 View 990
2011 $1.6M $765K $10.6M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $1.5M, expenses of $779K, and assets of $13.8M (revenue +23.8% year-over-year).
  • 2022: Revenue of $1.2M, expenses of $717K, and assets of $13.1M (revenue +73.1% year-over-year).
  • 2021: Revenue of $685K, expenses of $721K, and assets of $12.6M (revenue -6.6% year-over-year).
  • 2020: Revenue of $734K, expenses of $717K, and assets of $12.8M (revenue -10.9% year-over-year).
  • 2019: Revenue of $824K, expenses of $853K, and assets of $12.9M (revenue -30.2% year-over-year).
  • 2018: Revenue of $1.2M, expenses of $902K, and assets of $12.9M (revenue +14.7% year-over-year).
  • 2017: Revenue of $1.0M, expenses of $851K, and assets of $12.4M (revenue +10.0% year-over-year).
  • 2016: Revenue of $936K, expenses of $860K, and assets of $12.2M (revenue -31.1% year-over-year).
  • 2015: Revenue of $1.4M, expenses of $833K, and assets of $12.6M (revenue -0.2% year-over-year).
  • 2014: Revenue of $1.4M, expenses of $771K, and assets of $12.1M (revenue +27.6% year-over-year).
  • 2013: Revenue of $1.1M, expenses of $951K, and assets of $11.5M (revenue -18.5% year-over-year).
  • 2012: Revenue of $1.3M, expenses of $747K, and assets of $11.4M (revenue -18.1% year-over-year).
  • 2011: Revenue of $1.6M, expenses of $765K, and assets of $10.6M.

View Individual Filing Years

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

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Benson Family 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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